The recent spike in yields and growing inflation concerns have weighed on equity markets. This new environment could be ripe for value and small cap ETFs. Gargi Chaudhuri, Head of US iShares Markets & Investments Strategy, argued that the recent developments are a result of a new normalization.
Inflation fears showered the markets with sell-offs last week, but some analysts aren’t fretting. Investors still spooked by the possibility of rising inflation can turn to the VanEck Vectors Investment Grade Floating Rate ETF ( FLTR B- ). “Mad Money” host Jim Cramer saw the recent sell-offs as a general overreaction: “The bond market sees the economy getting ready to reopen … and it figures the last thing we need is more stimulus,” said Cramer.
Teenagers can be a handful, but your U.S. mid-cap equity allocation doesn’t have to be. On February 23, WisdomTree celebrated the 14th birthday of its U.S. core equity ETF family, and the WisdomTree U.S. MidCap Fund (EZM) got to blow out the candle.
When allocating to dividend-paying instruments, a company’s ability to pay actually its dividends is of the utmost concern. The WisdomTree Global Dividend Model Portfolio is a collection of exchange traded funds emphasizing dividend growth and sustainability.
By Rob Glownia, CFA, CFP, Senior Portfolio Manager, Co-Head of Investment Committee Global Equity CIO, Adam Grossman & Global Fixed Income Co-CIO, Kevin Nicholson Since November, we’ve participated in many calls with financial advisors and their clients to talk about the implications of the election and how to think about markets in 2021.
Traditional retirement techniques don’t cut it for all investors. The Nationwide Risk-Managed Income ETF (NYSEArca: NUSI) offers a modern approach to bolstering retirement income. NUSI can act as a complement to traditional equity and fixed income allocations or as the ideal protective hedge for investors with heavy exposure to technology and growth stocks because the fund is a “rules-based options trading strategy that seeks to produce high income using the Nasdaq-100 Index,” according to Nationwide.
As ETFs around the world garnered a record high $7.6 trillion in 2020, environmental, social, and governance (ESG) investing was one of the bright spots in the industry. With the ESG space reaching a tipping point in challenging 2020, look for more strength in 2021 with ETFs like the SPDR S&P 500 ESG ETF (EFIV)
Exchange traded fund investors can consider a strategy to incorporate a hedged equity position into a portfolio as a way to mitigate tail risk while seeking upside market participation. In the recent webcast, Reduce Market Downside Risk with a New Approach to Hedge Equity Portfolios , Jamie Atkinson, Managing Director, Head of Global Sales, Swan Global Investments, noted that investors have traditionally turned to fixed income assets like Treasuries to hedge market risk and balance out a diversified investment portfolio.
We’ve just finished a tumultuous 2020, so 2021 should be a breeze, right? As we try to return to normal after a volatile year, investors will have to consider new challenges, particularly in the fixed income markets. In the upcoming webcast, , Dan Phillips, Director Asset Allocation Strategy, Northern Trust Asset Management; and Michael Natale, Head of Intermediary Distribution, Northern Trust Asset Management, will outline the path to potential recovery and highlight asset allocation in 2021.
By Rob Glownia, CFA, CFP, RiverFront Investment Group Summary ETF investors should constantly be searching for biases within the Fund ETFs introduce complexity to a
By Rod Smyth, RiverFront Investment Management Summary Low Interest rates and rising life expectancy are two major challenges for Financial Advisors and their clients. In
Passive investors still need to act as their own portfolio manager, including when investing in beta products, because they’re still making important market bets even when they’re not stock picking.
Summary Bonds have acted as a very strong hedge against periods of market stresses in the past 50 years. However, with interest rates trading at
And with the much lower long-term risk on high yield bonds, investors can thus achieve equity-like returns for less-than-equity like risk by investing in the space.
Unfortunately, an investor must either accept more risk in their bonds (and by extension their entire portfolio) or see their real returns plummet.
