By Jared Dillian Last week, the inflation trade took a digger as the Federal Reserve thought out loud about maybe hiking interest rates a bit sooner. That’s it. That’s all that happened. There are a few lessons here. We have inflation, and the Fed’s statements are a tacit admission that the inflation is not transitory. If [...] Read more at ETFtrends.com.
The video games industry witnessed solid demand amid an improving pandemic and weather conditions in May. Notably, the ongoing health crisis has been a blessing in disguise for this space so far. In fact, consumer spending on video games in the pandemic-stricken 2020 touc
For investors looking for momentum, iShares Core S&P 500 ETF IVV isprobably a suitable pick. The fund just hit a 52-week high and is up 42.4% from its 52-week low price of $300.11/share.
This post is going to cover what I believe is the most important question for portfolio diversification today: are bonds losing their role as the preferred hedge asset and portfolio diversifier that they’ve held for the last two decades? Based on 63-day rolling correlation window analysis conducted by Warren Pies, founder of 3Fourteen Research, equity-bond correlation levels have spiked [...] Read more at ETFtrends.com.
More than 2.1 million people boarded scheduled flights in the U.S. on Sunday, a 160% improvement from where we were at the beginning of the year. Leisure travel is mostly back as California and New York reopen their economies and as the European Union (EU) formally adds the U.S. to its list of countries approved for [...] Read more at ETFtrends.com.
Today I’m spilling the beans on something very important. It’s a “truth” about investing almost nobody understands. This truth explains why most investors struggle to make any real money in the stock market… while a few achieve life-changing gains. The truth is… most stocks suck. Forgive me for the crude language. There’s simply no other [...] Read more at ETFtrends.com.
Getting a combination of targeted duration combined with inflation protection is possible via the FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) and the FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF). On one hand, TDTT seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield [...] Read more at ETFtrends.com.
Commodities have literally been a hot commodity in the capital markets given inflation fears midway through the year, and investors can capture this upside and hedge inflation with the Invesco DB Commodity Index Tracking Fund (DBC). The Federal Reserve may have tamped down inflation fears when they indicated no rate raises until 2023, but that [...] Read more at ETFtrends.com.
There are times when investors should seek flexibility with fixed income strategies, and 2021 is certainly one of those times. That’s particularly true of municipal bond funds. Yields on standard investment-grade munis and the related passive strategies are still low, but excessive duration risk could leave investors vulnerable to an unexpected rise in long-term rates. [...] Read more at ETFtrends.com.
Amid all the commotion about value stocks soaring and when growth names return to prominence, the quality factor may be lost in the shuffle. It shouldn’t be the, and the Invesco S&P 500 Quality ETF (NYSEArca: SPHQ) proves as much. The Invesco exchange traded fund is higher by 2.42% over the past month, and with [...] Read more at ETFtrends.com.
The housing industry has been a bright spot in the post-pandemic economic recovery, and we expect strength in that space to endure. Housing demand should continue to outpace supply for some time, especially given recent supply chain disruptions in raw materials and labor. As these disruptions work themselves out, we expect housing starts and completions [...] 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.
Over the last several months, the inflation debate has evolved from whether there would be any at all to how high it will go and how long it will last. With the first part of the debate seemingly settled and the answers to the magnitude and duration questions pointing toward higher and persistent, the need [...] Read more at ETFtrends.com.
While the world is trying to turn over a new leaf by focusing on combating climate change and cutting carbon emissions, coal prices have surged to their highest level in a decade. Due to a shortfall in natural gas, rising electricity usage, and low rain in China, the world is experiencing a resurgence in demand [...] Read more at ETFtrends.com.
As the Federal Reserve lifts Covid-19 dividend and share buyback restrictions on the financial sector, dividend-related exchange traded funds could benefit from the increased capital distributions ahead. After its annual stress test on Thursday, the Fed found that all 23 of the tested banks appeared to have “strong capital levels” and would be able to [...] Read more at ETFtrends.com.
There is exciting news this week for space fans and investors interested in the space domain. Elon Musk’s SpaceX is “shooting for July” to launch the first orbital spaceflight of its Starship rocket, according to comments from SpaceX president Gwynne Shotwell on Friday. “I’m hoping we make it, but we all know that this is [...] Read more at ETFtrends.com.
Nike (NYSE: NKE) surged Friday to a record high after a stellar full-year outlook, lifting consumer discretionary sector-related exchange traded funds. On Friday, the iShares U.S. Consumer Goods ETF (IYK) rose 1.1%, and Consumer Discretionary Select Sector SPDR (NYSEArca: XLY) gained 0.6%. Meanwhile, Nike shares jumped 15.0% on Friday. NKE makes up 5.4% of IYK’s [...] Read more at ETFtrends.com.
Value stocks and related exchange traded funds rose Friday as U.S. markets pushed toward their best week since March on renewed confidence in the economic expansion. The equity markets have strengthened since the Federal Reserve signaled it would raise interest rates sooner than previously projected. Investors attributed the rebound to data pointing to an acceleration [...] Read more at ETFtrends.com.
The Ethereum Foundation, which leads development of ether, the biggest crypto asset after Bitcoin, announced in May that it would be changing its underlying infrastructure to reduce carbon emissions. The environmental impact of cryptocurrencies, especially Bitcoin, is a major concern cited by crypto critics. But even crypto fans like Elon Musk have expressed concerns about [...] Read more at ETFtrends.com.
We believe return enhancements and diversification are the main reasons investors seek out alternative assets and investment strategies We believe traditional asset classes exposure through conventional asset allocation methods do not offer exposure to alternative risk premia Our research suggests there are diversification benefits from macro investing due to utilizing more flexible investment mandates to [...] Read more at ETFtrends.com.