Despite growth stocks’ recent rally, many advisors are still increasing allocations to value stocks. With recent significant market turbulence and attractive yields in fixed income, many clients are hesitant to get back into equities. However, with equities playing a crucial role in portfolios, advisors can help clients comfortably get back into the market by tilting [...]
Read more at ETFtrends.com.
ETFGI reported today that assets invested in the global ETFs industry increased the lead over the assets invested in the global hedge fund industry to $6.56 trillion at the end of Q2.
Investors often conflate environmental, social and governance (ESG) with sustainable investing. That confusion stands to reason because these styles are often joined at the hip, particularly in mainstream financial media coverage.
Inflation may not be dissipating anytime soon, which may require fixed income investors to seek other avenues of yield aside from bonds. One place to look is the Invesco Variable Rate Preferred ETF (VRP). The U.S. Federal Reserve said it would push rates higher by 25 basis points to reach a key interest rate of 5.5%. [...]
Read more at ETFtrends.com.
With large-cap equities riding a 2023 market rally, the strength is spilling over into small-caps as well. Investors who want to combine the best of both worlds, however, have options in mid-cap equities. Big tech names like Apple, Microsoft, and Google spearhead the current market rally, which makes large-cap equities the default play for a [...]
Read more at ETFtrends.com.
The 2023 equity market rally has been led in large part by growth sectors — communication services, consumer discretionary, and technology. That, coupled with elevated recession speculation earlier in the year, has been a drag on cyclical sectors, including industrials. However, that scenario is changing for the better with some cyclical sectors recently showing signs [...]
Read more at ETFtrends.com.
As is the case with many asset classes as they mature, bitcoin has drawn more political attention – both negative and positive – in recent years. Some longtime bitcoin advocates are apt to argue the digital currency becoming a political lightning rod runs counter to its status as a decentralized asset and one positioned as [...]
Read more at ETFtrends.com.
Investors are increasingly wanting to customize their portfolios in a way that aligns with their values. And if it can be done in a way that could lead to a reduced tax bill? Even better. That’s where a direct indexing account can help. Direct indexing accounts are customizable separate accounts in which the investor owns [...]
Read more at ETFtrends.com.
On July 26, the Federal Reserve boosted interest rates by 25 basis points to the highest levels in 22 years while indicating that at least one more rate hike could be on the table this year. The 11th rate increase since March 2022 could imply that the central bank remains concerned about inflation. Conversely, economists [...]
Read more at ETFtrends.com.
In a year of uncertainty and volatility, the Dow Jones Industrial Average soared and plummeted numerous times in the first half of the year. Despite volatility, the Index remains popular given the stable business models of its constituents through various economic environments. The offer of reliable income in 2023 and the uncertain economic outlook in [...]
Read more at ETFtrends.com.
European equities are performing this year, and that includes both Eurozone and non-Eurozone markets. In fact, the MSCI Eurozone Index is trailing the S&P 500 by just 130 basis points year-to-date. That’s a modest gap, but it reminds skeptical investors that it’s been a while since European stock beat their U.S. counterparts. However, that doesn’t [...]
Read more at ETFtrends.com.
Environmental, social, and governance and sustainable investing have taken their lumps. These styles are under attack by some politicians and regulators, and the 2022 slump incurred by growth stocks didn’t help matters. While policy issues linger, growth equities are rebounding, and end users remain enthusiastic about embracing sustainable investing strategies. That could pave the way [...]
Read more at ETFtrends.com.
In recent trading, shares of Magna International Inc (Symbol: MGA) have crossed above the average analyst 12-month target price of $63.03, changing hands for $63.15/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade
In recent trading, shares of Applied Materials, Inc. (Symbol: AMAT) have crossed above the average analyst 12-month target price of $140.76, changing hands for $146.16/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgra
In recent trading, shares of Helmerich & Payne, Inc. (Symbol: HP) have crossed above the average analyst 12-month target price of $43.85, changing hands for $44.64/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgra
In recent trading, shares of Integer Holdings Corp (Symbol: ITGR) have crossed above the average analyst 12-month target price of $90.00, changing hands for $93.24/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade o
In trading on Thursday, shares of the Vanguard Total Corporate Bond ETF (Symbol: VTC) crossed below their 200 day moving average of $75.17, changing hands as low as $75.02 per share. Vanguard Total Corporate Bond shares are currently trading off about 1% on the day. The chart
In trading on Thursday, shares of the iShares ESG Aware USD Corporate Bond ETF (Symbol: SUSC) crossed below their 200 day moving average of $22.58, changing hands as low as $22.52 per share. iShares ESG Aware USD Corporate Bond shares are currently trading down about 0.9% on t
Markets rallied on Wednesday despite news of another quarter-point interest rate increase from the Fed. The same markets closed lower on Thursday on the heels of higher-than-expected second-quarter GDP, a familiar pattern of the last six months. Ongoing market sensitivity to changing economic data and announcements highlights the precarious position that investors continue to find [...]
Read more at ETFtrends.com.
In trading on Thursday, shares of the HYGV ETF (Symbol: HYGV) crossed below their 200 day moving average of $40.31, changing hands as low as $40.17 per share. HYGV shares are currently trading off about 1% on the day. The chart below shows the one year performance of HYGV sha