In recent trading, shares of Verisk Analytics Inc (Symbol: VRSK) have crossed above the average analyst 12-month target price of $232.25, changing hands for $234.11/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade
Mondelez International Inc (Symbol: MDLZ) has been named a Top Socially Responsible Dividend Stock by Dividend Channel, signifying a stock with above-average ''DividendRank'' statistics including a strong 2.1% yield, as well as being recognized by prominent asset managers as be
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
While there are strong yield opportunities back in bonds, some bond ETFs stand out this year for their performance. In particular, the Quadratic Deflation ETF (BNDD) is noteworthy, outperforming the broad U.S. fixed income market year-to-date. The Fed meeting next week to set interest rates and discuss the path ahead remains a highly anticipated event. Though [...]
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The treasury yields on the 10-year note ended July 21, 2023, at 3.84%, the 2-year note ended at 4.82%, and the 30-year at 3.91%. Here is a table showing the yields’ highs and lows and the FFR since 2007. The charts below show the daily performance of several Treasury bonds since the pre-recession days of [...]
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The week ending Friday, July 21, has been busy for the ETF industry, though launches were muted. A total of seven funds rolled out, which suggests the market could be entering some kind of summer slump. The prior week saw 11 ETFs launch, while the week ended June 30 featured 13 ETF launches. There’s been [...]
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When investors and advisors consider adding an ETF to their portfolios, a few key attributes stand out. Performance and cost matter, but so too does a strategy’s AUM. Strategies that surpass AUM milestones can sometimes receive new interest from investors looking for ETFs with sufficient liquidity. The active fixed income ETF TAGG, the T. Rowe [...]
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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.
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Interest in India ETF strategies has risen lately, and that’s already made an impact on EPI, an earnings-focused India fund. EPI, the WisdomTree India Earnings Fund, recently reached a notable AUM milestone, surpassing $1 billion in assets, per VettaFi. That may present investors interested in India equities with a new opportunity to jump in themselves, [...]
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With VettaFi’s Fixed Income Symposium happening on Monday July 24, Evan Harp sat down with Robert Michaud of New Frontier Advisors to get his take on the current state of fixed income. Evan Harp: Obviously, fixed income is top of mind right now. What is something that most investors aren’t thinking about in regards to [...]
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Given the prolonged market uncertainty of the last 18 months, it’s no wonder that investors increasingly turn to covered calls to maximize equity income potential. Covered call ETFs continue to experience strong inflows this year as investors look to mitigate volatility and capture income opportunities. The enormous popularity of funds like the JPMorgan Equity Premium [...]
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While concentration has overall increased over the past few months, some sectors have seen more dramatic changes than others. Many investors opt for an equal-weight strategy when getting sector exposure to reduce concentration risk in portfolios. By weighting each constituent company equally, a small group of companies is not able to have an outsized impact [...]
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Invesco’s wide-ranging bank ETFs are among the top-performing equity ETFs over the past week. Bank stocks rallied this week after reporting upbeat second-quarter earnings. The Invesco KBW Regional Banking ETF (KBWR), the Invesco KBW Bank ETF (KBWB), and the Invesco KBW Property & Casualty ETF (KBWP) are included in this week’s list of best-performing equity ETFs [...]
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Will economic fundamentals support the new wave of optimism? By the BCM Investment Team Market running ahead of fundamentals. The prospect of an AI-fueled investment cycle as well as strong May jobs numbers propelled the market higher in Q2. Although we believe that many companies have already re-calibrated for a changing economic environment and will [...]
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The U.S. has seen lowering inflation, stable growth, and a resilient labor market. However, that doesn’t mean we’re out of the woods just yet when it comes to a possible recession. Vanguard forecasted late last year that a recession was imminent in 2023. Now that we’re at the mid-year point, the asset manager still believes [...]
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It is no secret that the biggest virtual event of the summer is the coming July 24 Fixed Income Symposium. Here’s why advisors can’t afford to miss this event. There’s Never Been a More Exciting Time in Fixed Income Often looked to as the steady (if boring) part of the portfolio, fixed income historically doesn’t [...]
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ETFGI, a leading independent research and consultancy firm covering trends in the global ETFs ecosystem, reported today that Thematic ETFs listed globally gathered net inflows of US$6.62 Bn during June, bringing year to date net inflows to US$19.11 billion.
With the Fixed Income Symposium taking place on Monday, July 24, the VettaFi Voices gathered at the water cooler to discuss the current state of fixed income markets. After years of ultra-low interest rates and the current ongoing rate hikes, are fixed income markets back to normal? Does fixed income currently fill the role it [...]
Read more at ETFtrends.com.