The utilities sector is often thought of as a bond proxy, meaning it’s vulnerable to rising interest rates. Those vulnerabilities are on display this year, but investors should be careful about ignoring the sector at this point. At a time when markets are favoring defensive assets, the Utilities Select Sector SPDR Fund (XLU) is among [...] Read more at ETFtrends.com.
Actively managed ETFs keep punching above their weight. In the first 10 months of 2022, active ETFs gathered $59 billion, according to FactSet data, equal to 12% of the industry’s net inflows, despite representing less than 5% of the overall U.S.-listed ETF assets. With many new products first trading this year, the stage is set [...] Read more at ETFtrends.com.
Among the highest-yielding assets in the real estate realm or otherwise, it’s not surprising that mortgage real estate investment trusts (mREITs) are enduring punishment as interest rates rise this year. However, some experts believe the asset class is due for a rebound and that could be good news for the VanEck Mortgage REIT Income ETF [...] Read more at ETFtrends.com.
By Natalia Gurushina Chief Economist, Emerging Markets Fixed Income DM hawks are back, but the range is policy signals in EM is much wider, with more central banks contemplating an exit from their tightening cycles. Global Tightening Cycles Developed markets (DM) doves are backing off for now, following yesterday’s 75bps hike by the U.S. Federal Reserve (Fed) [...] Read more at ETFtrends.com.
By Christopher Gannatti, CFA Global Head of Research Many aspects of modern life that we all have become accustomed to depend on a steady supply of energy. Similar to how the concept of Moore’s Law has led to thinking that we can almost always expect more computing power, it’s possible that we will see this type of [...] Read more at ETFtrends.com.
By Naomi Zimmermann Product Analyst Here’s an overview of what to expect from COP27, which will focus on climate change adaptation, climate finance and nature-based solutions. What is COP27? COP stands for Conference of the Parties. COP is the decision-making body of the United Nations Framework Convention on Climate Change (UNFCCC), which is an international [...] Read more at ETFtrends.com.
A high yield alone doesn’t mean a good buy. Our active approach to high yield income tactically shifts allocations to seek enhanced downside protection and upside participation. Take the guesswork out of trying to manage a high yielding portfolio. VanEck’s Dynamic High Income ETF (INC) offers professional management designed to help investors navigate the underlying risks associated [...] Read more at ETFtrends.com.
In 1990, a new tech start-up was spun out of Apple to invent the future. General Magic, as it was called, was a veritable dream factory. Over the course of its 12-year existence, its founders—former Apple engineers who had helped bring the original Macintosh computer to fruition—developed technologies and applications that wouldn’t be in common [...] Read more at ETFtrends.com.
By James Colby Portfolio Manager and Strategist, Municipal Bonds Yields, the market for returns in fixed income, are now higher for Municipals than at any time in the past 15 years. We believe the performance opportunity can be meaningful. Here we are in Q4 of 2022, racing toward the end of one of the most [...] 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.
WisdomTree’s options writing ETF, the WisdomTree PutWrite Strategy Fund (PUTW) has changed its index and name as it refocuses its strategy to provide more consistent income for investors. PUTW was formerly the CBOE S&P 500 PutWrite Strategy Fund and tracked the CBOE S&P 500 PutWrite Index. The fund will now track the Volos US Large [...] Read more at ETFtrends.com.
Investors can utilize targeted ETF strategies to stay invested in the markets while having a buffer against any further downside risks. In the recent webcast, How to Mitigate Risk in Turbulent Times, Gene Goldman, CIO and director of research at Cetera Investment Management, noted that the Federal Reserve’s monetary policy has dominated the current market [...] Read more at ETFtrends.com.
Suppose you didn’t know about managed futures before this year. In that case, that’s almost assuredly been remedied in the volatility of 2022 when managed futures funds have outperformed virtually everything else by a sizable margin. In the most recent episode of ETF Battles, ETF Guide’s founder Ron DeLegge hosted a head-to-head of the KFA [...] Read more at ETFtrends.com.
Regardless of who wins, the political fallout associated with the midterm elections will likely shake up the markets, contributing to renewed volatility, but the elections could pave the way for new opportunities in portfolio allocation strategies. In the upcoming webcast, The Possible Policy Outcomes of the Midterms and How to Prep Your Portfolio, Matthew Bartolini, [...] Read more at ETFtrends.com.
While semiconductors have been hit by slowed consumer spending, the market has benefitted from big tech firms like Google, Microsoft, and Amazon upping their capital expenditures in this sector. Google parent Alphabet reported its Q2 capital expenditures growing 24% year-over-year to $6.9 billion. Microsoft’s capital spending grew by 19% YoY to $8.7 billion in the [...] Read more at ETFtrends.com.
The largest producer of lithium globally, Albermarle Corp, a U.S.-based company, beat third-quarter profit expectations due to the increased demand for lithium from electric vehicle manufacturers and strong price momentum for the metal, according to the company. Lithium is a non-ferrous metal and is one of the core components in almost every electric vehicle battery [...] Read more at ETFtrends.com.
Capital gains season is almost upon mutual fund investors. This is a time when fund managers attempt to give their investors an idea of what their 2022 tax bills may look like by estimating how much their funds will distribute in income and capital gains later in the year. While the broad market is down [...] Read more at ETFtrends.com.
In a year when mega-cap tech firms have taken some serious hits, with big names like Meta, Inc. (META) dropping by as much as 74% YTD and Amazon (AMZN) down almost 50% YTD, investors may be wondering how best to get exposure to innovation. In a market beset by rising rates and geopolitical uncertainty, one [...] Read more at ETFtrends.com.
Foreign investment into China that plummeted in October on fears of what President Xi’s newly appointed cabinet would mean for many aspects of national policy appears to be on the rise once more as China navigates the transition into Xi’s third term. Concerns about a potential tightening of COVID-19 policies in the country, impacts to [...] Read more at ETFtrends.com.
Many advisors have historically gotten emerging markets exposure from a passive ETF or a mutual fund, but there are numerous benefits to switching to active ETFs when tax-loss selling. Matthews Asia has a long history of offering active management expertise to investors, traditionally through mutual funds and separately managed account wrappers. However, in July, the [...] Read more at ETFtrends.com.