Given the unfortunate second wave of the COVID-19 pandemic, it’s easy to focus solely on what the negative impact could mean for the U.S. economy. However, somewhat lost in the shuffle of data headlines is one sector of the U.S. economy that has been able to actually outperform expectations: manufacturing.
Our research shows the GameStop controversy is localized in stocks. This has been a strange week. Never before has social media been used to move large chunks of the stock market and rattle parts of the thick-skinned hedge fund industry.
In our 2021 outlook, we unveiled a visual highlighting the “K-shaped” nature of the COVID era, as seen below. In this report, we’ll share our thoughts on these divergences; including which are likely to persist, and which are already starting to converge.
The direction of the overall stock market in 2021 could be very misleading and could mask a significant shift in underlying market leadership. In other words, the stock market might do well or not, but the potential for a major shift in market leadership could present significant investment opportunities.
By David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck The VanEck Vectors® Real Asset Allocation ETF (RAAX®) uses a data-driven, rules-based process that leverages over 50 indicators (technical, macroeconomic and fundamental, commodity price, and sentiment) to allocate across 12 individual real asset segments in five broad real asset sectors.
The Federal Reserve provided a vital backstop to the corporate bond market last year. Now, some analysts see the market supporting itself again, spelling opportunity for the FlexShares Credit‐Scored US Corporate Bond Index Fund (NasdaqGM: SKOR) .
In the realm of disruptive growth investments, there are a slew of platform-driven companies spanning an array of high octane segments and technologies. Predictably, stock picking in these spaces is difficult, but advisors can ease that burden with WisdomTree’s new Disruptive Growth Model…
Things have changed. Looking at 100 years of data, this chart from Morgan Stanley shows that cyclical sectors have never had a lower weight in the S&P 500 Index . Growth , stability and defense sectors have never had a greater weight—now more than three-quarters of the index. Cyclical sectors are Financials, Industrials, Energy and Materials.
To kickstart our Behind the Markets podcast in 2021, we had the pleasure of chatting with John Davi of Astoria Portfolio Advisors about the 10 themes he’s incorporating into his model portfolios for 2021
This article is relevant to financial professionals who are considering offering Model Portfolios to their clients. If you are an individual investor interested in WisdomTree ETF Model Portfolios, please inquire with your financial professional.
While 2020 was a record year of inflows for ETFs, a couple of weeks into the new year, there are other things to expect due to those increased flows. ETFs Trends CEO, Tom Lydon, joined host Alexis Christoforous on Yahoo Finance’s “ETF Report,” where he focused on potential fiscal/monetary stimulus policies, Covid-19 vaccine bets, and hopes for more stimulus checks.
In the 1970s the most dreaded word in economics was inflation. Fast forward to the present and many are wondering if we will ever see sustained inflation again. Given the unprecedented central bank intervention over the last twelve years, inflation has been remarkably subdued, indeed at times investors have fretted that the US was experiencing deflation.
The U.S. economy slowed into year-end as coronavirus cases surged following holiday gatherings and newly initiated shut-downs were enacted by various state governments. The slowdown will likely be reflected more clearly in the December and January numbers, as early Fall had the US economy on the rebound.
The Democratic “blue wave” in Washington D.C. took two months longer than many investors had anticipated, but it arrived this week when Democrats narrowly eked out a majority in the Senate. Following the Georgia runoffs, investors are once again searching for the best stocks and ETFs to own under Democratic leadership.
