SUMMARY Multiple events underscore the need for active portfolio management, in our view. We believe that the current environment exacerbates some of the inherent risks in popular benchmarks.Active managers with flexible mandates can navigate current market factors, in our view.
When it comes to inflation-fighting fixed income instruments, investors often turn to Treasury Inflation Protected Securities ( TIPS ). Yet senior loans may also do the trick, with higher levels of income to boot. Enter the SPDR Blackstone/ GSO Senior Loan ETF ( SRLN A- ). SRLN invests in senior loans given to businesses operating in North America and outside of North America.
Emerging market exchange traded fund investors should look to ongoing trends like recent China delisting headlines, the evolving situation with Alibaba and Jack Ma, and how Gen-Z will drive the digital transformation in the developing economies for decades.
First Trust Global Portfolios has introduced the first ETF in Europe specifically to provide exposure to companies aligned to the theme of 5G technology. Rupert Haddon, Managing Director, Head of Sales at First Trust Global Portfolios. 5G – from Fifth Generation – refers to the latest generation of cellular mobile communications.
The global economy has lurched towards an even greater reliance on technology and an explosion in online innovation. At the same time, the so-called ‘trade war’ with China has put China and many emerging market economies into overdrive as they grow from export- and natural resource-driven economies to those based on consumption.
Entering 2021, it was widely expected that emerging markets assets would continue penning the redemption story they started late last year. That scenario could prove rewarding for active managers. The Federal Reserve’s commitment to keep rates low could keep on fueling a weaker dollar.
