Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itsel
Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itsel
By Jared Dillian I get this a lot. People say, “We are experiencing inflation, so stocks should go down! Because that’s what happened in the 1970s.” This isn’t the 1970s. This is a different sort of inflation. What we are experiencing now is a monetary inflation, compounded by big government interventions in the labor market. [...] Read more at ETFtrends.com.
Global infrastructure investing and funds like the FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) offer many benefits investors may not be aware of. A recent FlexShares blog post revealed that getting infrastructure exposure on a global scale can afford more rewards beyond serving as a utilities play. One of those benefits is income, which is [...] Read more at ETFtrends.com.
The last week was moderately upbeat for Wall Street. The S&P 500, the Dow Jones and the Nasdaq Composite added 1.7%, 1% and 1.9%, respectively and the Russell 2000 index lost about 1.2%. Against this backdrop, below we highlight a few ETF areas that were the most gain
An interesting dynamic is developing in the factor world. First, momentum strategies have gained a lot of media attention. They had garnered a reputation for being growth strategies, since growth was working for so long. Recently, value has taken over. Twitter has caught on to the declining pprice-to-earnings (P/E) ratio of the MSCI World Momentum Index as evidence. For instance: Source: https://twitter.com/michael_venuto/status/1404062272323035138?s=20 Another interesting dynamic [...] Read more at ETFtrends.com.
For this week’s episode of ETF 360, ETF Trends CEO Tom Lydon and CIO Dave Nadig spoke with Amy Zhang, executive VP and portfolio manager for Alger, who discusses the company’s mid-cap approach. Watch the Full ETF 360 Episode Here: Coming out of the financial crisis, it seems as though smaller stocks are coming into their [...] Read more at ETFtrends.com.
By Ed Lopez, Head of ETF Product I continue our special bitcoin podcast series by exploring the perceptions, realities and implications of bad actors in bitcoin with Jake Chervinsky. In addition to serving as General Counsel at Compound Labs, he works on regulatory policy for the crypto industry through the Blockchain Association. So, he spends a [...] Read more at ETFtrends.com.
The last week was moderately upbeat for Wall Street. The S&P 500, the Dow Jones and the Nasdaq Composite added 1.7%, 1% and 1.9%, respectively and the Russell 2000 index lost about 1.2%. Against this backdrop, below we highlight a few leveraged ETF areas that were the
By Kevin Flanagan, Head of Fixed Income Strategy Is it too early to be considering Federal Reserve “exit strategy” protection for your fixed income portfolio? I’ve been focusing a lot on this topic of late, and for good reason. Think about it. If I had asked you your thoughts on monetary policy a few short months ago, the more likely [...] Read more at ETFtrends.com.
Legendary global investor John Templeton once said that the best time to buy was when there was “maximum pessimism,” and the best time to sell was when there was “maximum optimism.” This type of contrarian investing takes great conviction and nerves of steel, but its practitioners—Templeton included—can be rewarded handsomely. The trick is to find [...] Read more at ETFtrends.com.
By Chris Wood Stephen’s note: Today, I’m passing the reins to my friend Chris Wood, our in-house microcap stock expert. A couple months ago, Chris revealed his microcap “incubator” for the first time. Based on your feedback, you loved hearing about the extremely early-stage disruptor stocks that Chris monitors. So today, he’s sharing two more tiny picks. As [...] Read more at ETFtrends.com.
By Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy A massive drop in Malaysia’s activity gauges is a reminder that the pace of vaccinations and vaccines’ efficacy can have material implications for the near-term growth outlook in EM. We begin today’s blog with a cautionary tale. It comes from Malaysia, and it shows the impact of very low [...] Read more at ETFtrends.com.
Bitcoin erased its 2021 gains last week as China ramped up its crackdown on mining of the cryptocurrency, a move that’s expected to help shift the industry’s center of gravity from Asia to North America. Meanwhile, the Bitcoin price formed a death cross last Monday, with the 50-day moving average trading below the 200-day moving [...] Read more at ETFtrends.com.
By Patrick Watson I try not to blame economists for being wrong. I think most try to interpret the data fairly. It’s easy to miss (or misunderstand) important information. So I’m surprised how so many otherwise thoughtful, data-driven analysts repeat the “unemployment benefits deter people from working” narrative while citing no data at all. Surely if [...] Read more at ETFtrends.com.
The banking sector has had an impressive run in 2021 so far after a tough 2020. The S&P Banks Select Industry Index has surged 24.1%, year to date, compared with the broader S&P 500 Index’s rally of 15%. Notably, improving prospects for the space amid the reboun
IPOs really want to show their value, as the market, in this week alone, saw 18 different companies make their Wall Street debuts. Joining the “ETF Report” with hosts Alexis Christoforous and Kristin Myerson on Yahoo Finance, ETF Trends CIO and Director of Research Dave Nadig discusses what the demand for IPO-related ETFs has been [...] Read more at ETFtrends.com.
To learn more about Main Management and how some of our strategies could help you with your investment needs, please contact Darol Ryan, our Head of Sales and National Accounts, at ryan@mainmgt.com. Also check out Main Management CEO Kim Arthur on Twitter and Main Management on LinkedIn. Read more at ETFtrends.com.