So, I think a key thing to think about as you’re thinking about your portfolio is, even as you might be inclined to throw bonds overboard given how poor their performance has been in the first half of 2022, they
Tag: ETF Inflation
What to Invest in During High Inflation
As inflation surges, the dollar isn’t stretching as far as it used to, and consumers can feel it. But inflation doesn’t just impact current consumption. Inflation also eats into investment returns and erodes wealth.
When Fighting Inflation, Diversification Matters
Should Fed rate tightening harm the economy, RAAX is an ETF to consider because it’s home to an array of safe haven assets, including several ETFs with gold exposure. With high inflation persisting, a clear
Your Inflation Tool Kit
The Russian invasion of Ukraine has led to inflation in critical commodities — and yet at the same time has also led some market watchers to question how aggressive the Federal Reserve will be with
Inflation Strategies: How to Survive Extraordinary Times
“It is important for investors to protect their portfolios, but we believe many traditional inflation hedges/ inflationary investments are suboptimal,” according to Horizon Kinetics. In the upcoming webcast,
U.S. Investors Counter Inflation With Equities, Commodities, And Short Duration Fixed Income
The producer price index (PPI) for final demand increased 9.7% while core-PPI rose 6.9% for the 12 months ending in January. Conclusion: with global supply chains continuing to become more strained, Europe’s heavy reliance on Russian gas, and Ukraine/Russia contributing around 30% of the world’s
When Geopolitical Tensions Threaten to Raise Inflation, Turn to Merger Arbitrage
The Merger Fund (MERFX), managed by Virtus affiliate Westchester Capital Management, the first mutual fund devoted exclusively to merger arbitrage, has historically outperformed bonds in rising rate environments.
Is Your Portfolio Protected Against Inflation?
Retired workers who are pulling part of their cash flows from their portfolios, I think necessarily are more concerned because the portion of their portfolios that they’re withdrawing to cover their living expenses aren’t inherently inflation-protected.
Inflation Steers Sector Rotation
John Davi, CEO and CIO at Astoria Portfolio Advisors, said that the firm has concentrated its inflation bets and is then hedging that with defensive strategies like dividends, min vol, utilities, and healthcare.
Davi said that what he thinks advisors should be doing from a portfolio construction standpoint is shying away from growth while continuing to buy value, banks, and energy, as well as increasingly using utilities, healthcare, and other defensive equities to hedge the beta in a portfolio.
Outpace Inflation With These 2 FlexShares ETFs
As consumer prices move higher this year, fixed income investors can brace themselves for any further moves with Treasury-inflation protected securities (TIPS).
First up, TDTT seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the iBoxx 3-Year Target Duration TIPS Index
QCON Hedges Against Inflation With Convertible Bonds
The consumer price index increased 6.2% in October, the highest it has been since December 1990, and core inflation, minus food and energy prices, surged 4.6% in its most rapid gain since 1991, reports CNBC . Prices across all sectors are soaring, with fuel oil prices growing 12.3%, adding up to a 59.1% increase for the entire year.
Are Inflation ETFs the Craze Right Now?
Inflation may currently be a hard focus for many advisors and investors with the looming Fed meeting this week to discuss tapering off the stimulus bonds, but recent data shows that investors have been hedging against it for the past year.