First Trust Dynamic Europe Equity Income Fund (FDEU) is converting from a closed-end fund to an exchange-traded fund. The conversion will eliminate the discount to net asset value and remove the leverage ratio of the fund. The management fee of FDEU will need to be adjusted to be competitive with other ETFs. There are structural issues to be considered for the conversion, such as the reduction of the dividend yield, and timing of the unwind of assets to pay down the outstanding leverage.
I’m considering a shift from growth to value stocks amid recent growth stock outperformance due to declining inflation and expected Fed rate actions. The Schwab U.S. Large-Cap Growth ETF stands out as a top growth investment option, offering diversification and cost efficiency, especially for those seeking technology exposure. Concerns of overvaluation and potential headwinds for growth stocks like rising inflation and interest rates prompt me to monitor SCHG and consider deploying cash strategically for a more balanced portfolio.
While generative AI is capturing the bulk of AI-related headlines, language learning could have implications for assets such as QQQ and QQQM because this technology is likely to be data- and semiconductor-intensive. In
China’s services-led recovery is losing momentum. While mobility has rebounded, the economy remains saddled with low private sector confidence, high savings, no sign of inflation, and an elevated unemployment rate.
As a quick dive into that rosy future, consider that we’ve now seen nearly 40 mutual funds become ETFs in the past two years from big and not-so-big names like Dimensional, Franklin Templeton, Bridgeway and
Following this ESG screening, the methodology determines the index’s country weights based on an equal combination of current GDP data and total free-float market capitalization, a process that notably reduces the
While an isolated factor approach to multifactor ETFs may provide the intended exposure to the targeted exposure, it also introduces another set of challenges. Factors, both at the company and portfolio level, rarely
With direct indexing, investors can essentially become their own portfolio managers. Direct Indexing Offers Customizability
They can offer greater control over investment strategies, increase tax efficiency, and enhance portfolio performance. With the ability to create tailored portfolios, optimize tax strategies, and reduce expenses, VPI
As economic weakening continues this year and next, managed futures are positioned to capture the changing investment trends. The World Bank raised real GDP estimates for the U.S. in 2023 while slashing them
That’s something we’ve seen be more successful in this type of environment, just because it’s one of the few overarching themes across everything is just more elevated volatility. We have a covered call
Ironically, it was around that time that the ETF Think Tank was entering the business – a time, as Venuto recalls it, when the market wasn’t looking for models, and was unwilling to pay for them when big providers
That, along with the natural economic and financial market stresses that come with the most rapid monetary policy rate hiking cycle in more than 40 years for developed markets, have resulted in historic market volatility
However, this is a unique segment that provides stable cash flows, nice dividends, and can be really interesting for investors, Stacey Morris, head of energy research at VettaFi, said on May 15 during UBS Trending
