The Nasdaq is down 14%. The S&P 500 is down 9%. Even the gold standard of portfolios, the 60/40 is down 7%. They’re not catastrophic numbers, but they’re fairly sizable given that we’re only 27 days into the year.
Tag: ETF Investment portfolio planning
2 More Funds for 2022 and Beyond
Put these funds from BlackRock and T. Rowe Price on your watchlist. 2 More Funds for 2022 and Beyond Susan Dziubinski: Hi, I’m Susan Dziubinski with
The Stock Market’s Dominoes Are Falling
The first one to fall was ARKK. The Stock Market’s Dominoes Are Falling The Speculators The first domino to topple was ARK Innovation ETF (ARKK). The
15 Funds for 2022 and Beyond
15 Funds for 2022 and BeyondHere are some great funds for the long haul.
27 Stocks and Fund Picks Based on 2022 Experts’ Forecasts
27 Stocks and Fund Picks Based on 2022 Experts’ ForecastsExperts think international stocks are attractive. Here are some of Morningstar’s best ideas for non-U.S. equity exposure.
4 New Funds on Our Radar
Morningstar Prospects, a list of up-and-coming or under-the-radar investment strategies that Morningstar Manager Research thinks might be worthy of eventual full coverage, added four new strategies in the second half of 2021.
New Year ‘Investor’ Resolutions For 2022
As markets rise, individuals believe the current price trend will continue indefinitely
Special Report: Astoria’s 10 ETF Themes for 2022
Investors’ love affair with past winners is insatiable. The ‘conventional wisdom’ on Wall Street is that US Large-Cap index stocks, Mega Cap Technology, and NFTs will continue to be
Get Exposure to Hedge Fund Strategies in This One ETF
“Global hedge funds are poised to achieve positive inflows in 2021, for the first time in three years, data from Preqin shows, thanks to strong returns and an investor shift to alternative assets during a period of volatility and rising inflation,” Reuters reported on December 15
ETF Prime: 2022 ETF Industry Preview
Crigger believes that this space can afford growth; funds that invest in carbon allowances can pull from a number of global markets as well as from contracts with a variety of expiration dates, and therefore create a space that is open to a lot more creativity in portfolio construction.
2 ETF Strategies to Keep Up With Rising Rates, Inflation
Alternatively, Peng argued that investors should consider a rising rate hedged strategy like the Advocate Rising Rate Hedge ETF (RRH), an active fund that uses Treasury securities and derivatives should long-term yields increase faster than short-term yields.
The actively managed RRH seeks to achieve its investment objective primarily by investing in a combination of U.S. Treasury securities; forwards, futures, or options on various currencies; long and short positions on the short and long end of the Treasury or swap yield curve via futures, swaps, forwards and other over-the-counter derivatives; long and short positions on equity indexes and/or investment companies, including ETFs; and commodity futures and options
Inflation and Rising Rates: An Advisor’s Playbook For 2022
In the upcoming webcast, Inflation and Rising Rates: An Advisor’s Playbook For 2022, Jose Cherian, Senior Product Manager, Vident Financial; and Scott Peng, Founder & CEO/CIO, Advocate Capital Management, will highlight alternative strategies investors can use to prepare their portfolios for a rapidly evolving market environment.
WisdomTree’s ETFs to Keep in Mind for 2022
The WisdomTree Model Portfolio line includes broad strategic, outcome-focused and collaborations across various investment styles like core equity, fixed-income, strategic multi-asset allocations, disruptive growth, and global dividend, among others.
Looking ahead, Welch noted that their strategies adhere to WisdomTree’s primary investment themes for 2022, including rising rates, improving core allocations, and the new value cycle.
Options-Based Strategies can Diversify Nasdaq Exposure
While the Nasdaq-100 has helped investors capture growth opportunities over the years, it did not come without its bumps along the way. Consequently, Rohan Reddy, research analyst at Global X ETFs, highlighted ETFs that offer investors exposure to options strategies that are becoming increasingly popular, including covered-call ETFs, buffer ETFs, and tail risk-hedged ETFs.