Practical insights on ETFs, bonds and global markets for long-term investors – curated from fund managers, index providers and market analysts, with a link to every original source.
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BFIT seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Indxx Global Health & Wellness Thematic Index.
ETF Efficiency : In a single trade, BFIT delivers access to dozens of companies with high exposure to the Health & Wellness theme.
nvestors should be aware that ASHR does not invest in Chinese companies listed outside mainland markets, so popular stocks listed solely in Hong Kong won’t be in its portfolio.
ASHR was the first U.S.-listed ETF to offer direct exposure stocks listed in mainland Chinese markets in Shenzhen and Shanghai.
In the meantime, for ETF investors looking to get exposure to Brazil as a potential bargain should the country stage a comeback in 2021, here are two funds to consider with varying strategies and market caps: iShares MSCI Brazil Capped ETF (NYSEArca: EWZ) : EWZ seeks to track the investment results of the MSCI Brazil 25/50 Index, which consists of stocks traded primarily on B3 (the largest Brazilian exchange).
The fund seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVIS® Brazil Small-Cap Index.
In the meantime, for ETF investors looking to get exposure to Brazil as a potential bargain should the country stage a comeback in 2021, here are two funds to consider with varying strategies and market caps: iShares MSCI Brazil Capped ETF (NYSEArca: EWZ) : EWZ seeks to track the investment results of the MSCI Brazil 25/50 Index, which consists of stocks traded primarily on B3 (the largest Brazilian exchange).
The fund seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVIS® Brazil Small-Cap Index.
NUHY is the industry’s first high yield corporate bond ESG ETF and complements Nuveen’s existing ETF offering, which is among the most comprehensive suite in ESG ETFs. The fund fills an industry-wide product gap, developed in response to investors’ desire for income in a historically low-yield environment.
Just over a year old, NUHY provides investment results, before fees and expenses, similar to those of its primary benchmark, the Bloomberg Barclays MSCI US High Yield Very Liquid ESG Select Index (the “Index”).
NUHY is the industry’s first high yield corporate bond ESG ETF and complements Nuveen’s existing ETF offering, which is among the most comprehensive suite in ESG ETFs. The fund fills an industry-wide product gap, developed in response to investors’ desire for income in a historically low-yield environment.
Just over a year old, NUHY provides investment results, before fees and expenses, similar to those of its primary benchmark, the Bloomberg Barclays MSCI US High Yield Very Liquid ESG Select Index (the “Index”).
NUSI can act as a complement to traditional equity and fixed income allocations or as the ideal protective hedge for investors with heavy exposure to technology and growth stocks because the fund is a “rules-based options trading strategy that seeks to produce high income using the Nasdaq-100 Index,” according to Nationwide .
The Nationwide Risk-Managed Income ETF (NYSEArca: NUSI) helps both retirees and future planners with one of retirement’s most important objectives: making income last longer.
As a way to diversify a growth-heavy portfolio, investors may consider value-oriented ETF strategies.
Lastly, the Invesco S&P 500 Value With Momentum Portfolio (BATS: SPVM) follows the S&P 500 High Momentum Value Index, which tracks the performance of stocks in the S&P 500 Index that have the highest value and momentum score.
Developing economies remain a profit/peril proposition, but with the right strategies advisors can improve client outcomes in this asset class. WisdomTree’s Emerging Markets Multi-Factor Model Portfolio is one such
Data confirm advisors and investors are increasingly fond of sustainable investment strategies, including environmental, social and governance (ESG) exchange traded funds, a…
Connectivity across billions of Internet of Things devices, alongside increased utilization of cloud storage, ultrafast 5G mobile networks, and sophisticated artificial intelligence algorithms, is expected to drive robust demand for digital infrastructure, like data centers and cellular towers.
The common denominator for game-changing technologies like 5G, the Internet of Things, and artificial intelligence is the physical digital infrastructure that enables the seamless transfer, computation, and storage of data.
ARKG includes companies that merge healthcare with technology to capitalize on the revolution in genomic sequencing.
“CRISPR’s addressable market in the monogenic disease space could scale to $75B annually with nearly $2T in latent demand from unaddressed populations.
Following a month for corporate bonds that wasn’t great in general, with $5-6 million in outflows and the Fed having stopped buying…