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
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
In recent trading, shares of Enphase Energy Inc. (Symbol: ENPH) have crossed above the average analyst 12-month target price of $296.30, changing hands for $297.94/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade o
In recent trading, shares of Watsco Inc. (Symbol: WSO) have crossed above the average analyst 12-month target price of $279.29, changing hands for $280.09/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuati
A notable advantage in getting emerging markets exposure through an active ETF is the portfolio managers’ ability to capitalize on opportunities that index funds miss. The Matthews Emerging Markets Equity Active ETF (MEM) has outperformed its benchmark index, the MSCI Emerging Markets Index, by a sizable margin since the fund’s inception in July. MEM invests [...] Read more at ETFtrends.com.
Global X has changed the ticker symbol for its Global X Interest Rate Hedge ETF (NYSE Arca: IRHG) from IRHG to RATE. The fund still trades on the New York Stock Exchange. According to Global X, RATE is an actively managed ETF that seeks to provide a hedge against sharp increases in long-term U.S. interest [...] Read more at ETFtrends.com.
Investors are hungry for tax loss harvesting opportunities as the 60/40 portfolio has taken hit after hit. With non-transparent strategies seeing a jump in performance over the last month, here are three non-transparent, tax loss harvesting ETFs that could make for exciting plays as the year winds down. The Fidelity New Millennium ETF (FMIL) Fidelity’s [...] Read more at ETFtrends.com.
As investment managers, it is important for us to define a worldview that can accurately forecast or, at the very least, set reasonable expectations for future outcomes. The markets and the election cycle have investors hyper-focused on lagging inflation data as the Fed continues to aggressively tighten through interest rate hikes and a steady balance [...]
Read more at ETFtrends.com.
As investment managers, it is important for us to define a worldview that can accurately forecast or, at the very least, set reasonable expectations for future outcomes. The markets and the election cycle have investors hyper-focused on lagging inflation data as the Fed continues to aggressively tighten through interest rate hikes and a steady balance [...] Read more at ETFtrends.com.
Rejoice! After dealing with the run-of-the-mill 2% and 3% outlier days, the S&P 500 popped off for +5.6% on Thursday. This was the largest single up day seen in 2022. The day’s rally came on news of inflation. While inflation was expected to be around 7.9%, it actual numbers showed that it was only… drum [...] Read more at ETFtrends.com.
REITs have been the top-performing asset class in eight of the past 22 years and are currently trading at substantial discounts, presenting a compelling investment opportunity for advisors. In the November 14 webcast, REITs: Property at a Discount, Craig Leupold, CEO at GSI Capital Advisors, Nick Tannura, CIO at GSI Capital Advisors, Eric Hewitt, CIO [...] Read more at ETFtrends.com.
Markets are cooling from last week’s relief rally as more major companies announce large lay-offs and speculation as to the Fed’s trajectory continues. Managed futures remain a compelling case for their ability to not only ride out volatility but also capitalize on it, although their uses in portfolios extend beyond just times of market stress. [...]
Read more at ETFtrends.com.
Markets are cooling from last week’s relief rally as more major companies announce large lay-offs and speculation as to the Fed’s trajectory continues. Managed futures remain a compelling case for their ability to not only ride out volatility but also capitalize on it, although their uses in portfolios extend beyond just times of market stress. [...] Read more at ETFtrends.com.
Doctor Nicole Boyson’s resume is enough to give anyone impostor syndrome. An 18-year tenured professor at Northeastern’s D’Amore-McKim School of Business and co-editor of the Financial Analyst Journal, I first met Professor Boyson sitting in a middle seat on an airplane home from a financial conference. (She’s the kind of person who strikes up that [...] Read more at ETFtrends.com.
Approaching Thanksgiving, Americans at and around retirement age don’t have much to be grateful for in the market this year. With the 60/40 portfolio ceasing to function as expected in a furiously volatile 2022, it’s put them in a tough spot, so now may be an excellent opportunity for investors of all kinds to trust [...] Read more at ETFtrends.com.
Avantis Investors, an investment offering from global asset manager American Century Investments, recently reached the three-year anniversary of bringing its first five equity ETFs to the market. Each of the five initial ETFs has surpassed $1 billion in assets under management, and Avantis collectively now manages more than $14 billion across 18 ETFs. To [...] Read more at ETFtrends.com.
In times of market uncertainty, investors can lean on alternative strategies to better ride out heightened volatility and turbulence. In the upcoming webcast, Pursuing Systematic Alpha and Managing Risk, Tim Urbanowicz, head of research and investment strategy at Innovator ETFs; Sean Kommerstad, portfolio strategist for the Gradient Global Tactical Rotation Index, Two Rivers Capital Consulting [...] Read more at ETFtrends.com.
No other event impacted markets this year like the Russian invasion of Ukraine. The Russian military started a new offensive this week looming over Ukraine’s liberation of previously-occupied Kherson. As winter looks set to harden battle lines, investors looking for a drone ETF should closely examine the ARK Space Exploration & Innovation ETF (ARKX) and [...] Read more at ETFtrends.com.
Americans expressed fears that inflation would increase, primarily due to expectations that gas prices would rise sharply, results of a new survey from the Federal Reserve said. The Federal Reserve Bank of New York’s Center for Microeconomic Data today released the October 2022 Survey of Consumer Expectations, which shows the median inflation expectations increased at both [...] Read more at ETFtrends.com.