China’s Community Party Congress last month set China equities strategies ablaze as investors grew concerned that government interference and restrictive COVID policies would make the market “uninvestable.” Since then, those concerns have begun to recover, and with reports suggesting COVID-19 rules may become less disruptive, investors should keep an eye on a low fee China [...] Read more at ETFtrends.com.
With market-based indicators increasingly pointing to a global recession, the utilities sector is poised to outperform the broad market. The U.S. economy avoided another quarter of contraction during Q3; however, forward-looking indicators are signaling that a recession may be looming. The two- and 10-year Treasury yield spread has been negative for four consecutive months, and [...] Read more at ETFtrends.com.
Client First Tax & Wealth Advisors announced the launch of its first exchange traded fund, the Adaptiv Select ETF (NYSE Arca: ADPV). The actively managed U.S. large-cap stock selection fund is available to trade on the New York Stock Exchange. ADPV seeks to identify and own the 25 highest-ranked U.S. large-cap stocks out of a [...] Read more at ETFtrends.com.
As a very volatile year winds down, it’s time for investors to contemplate their tax loss harvesting strategies. Tax loss harvesting involves selling an investment at a loss, then reinvesting the proceeds of that sale into another asset. The Bloomberg U.S. Aggregate Bond Index is down 16% as of September 30. Meanwhile, the average intermediate [...] Read more at ETFtrends.com.
I was a dual degree in theater and finance, but until graduation my practical work experience was entirely backstage in performance production. I often get asked if there are applications to my work today as CIO of iShares ETFs and Index investments. My answer? Absolutely.
It’s well-documented that many environmental, social, and governance (ESG) exchange traded funds are heavy on growth stocks. That’s certainly the case with the Invesco ESG Nasdaq 100 ETF (QQMG). QQMG, which turned a year old last week, follows the Nasdaq-100 ESG Index, meaning a growth/technology profile is in this ETF’s DNA. That explains the ETF’s [...] Read more at ETFtrends.com.
The path to clean is green: this seems to be a common refrain as the world becomes more reliant on alternative energy in order to reduce carbon contamination in the atmosphere. This creates opportunities for clean energy exchange traded funds (ETFs). Global mass adoption is already making its way into data. So far wind and [...] Read more at ETFtrends.com.
The capital markets are expecting more rate hikes, and this could give bearish bond traders an opportunity, particularly for inverse Treasury exchange traded funds (ETFs). Obviously, it’s not a new strategy, given the way the bond markets have been trending down for most of the year. Aggressive rate hiking by the U.S. Federal Reserve has [...] Read more at ETFtrends.com.
Meet a Strategist is a feature where Evan Harp talks to different strategists about how their firms are responding to the current moment. This week, he sat down with Chris Konstantinos, director of investments and chief investment strategist at Riverfront Investment Group. Evan Harp: What’s keeping your clients up at night? Chris Konstantinos: What isn’t [...] Read more at ETFtrends.com.
With less than two months left in 2022, it’s accurate to say this will be another forgettable year for emerging markets equities. The proof is in the pudding, as the widely observed MSCI Emerging Markets Index is down about 29% year-to-date. However, stocks in some developing economies are performing significantly less poorly. India, which is [...] Read more at ETFtrends.com.
In a brutal year for fixed income assets, some advisors and investors may be looking for tax loss harvesting ideas or positioning for a 2023 bond rebound. Those are reasonable views to take as some market observers are forecasting just one more rate hike of 50 basis points this year by the Federal Reserve and [...] Read more at ETFtrends.com.
Truth be told, low-volatility exchange traded funds have been enjoying plenty of moments over the course of 2022. The products are living up to their billing, performing less poorly than the broader market while equities struggle while delivering reduced volatility. There could be more good news on the way for ETFs such as the Invesco [...] Read more at ETFtrends.com.
Municipal bonds have been one of the bright spots in a bond market that’s been battered and bruised by rising interest rates. Munis have been offering investors an attractive mix of yield and credit quality. “This is because municipal bond funds continue to see outflows – not as vigorous as last June’s but still heavy,” [...] Read more at ETFtrends.com.
Issuance of sustainable bonds and related fare dipped a bit in the third quarter, but the overall trends in this corner of the fixed income market are encouraging. That could prove to be good news for patient investors embracing exchange traded funds such as the SPDR Bloomberg SASB Corporate Bond ESG Select ETF (RBND) and [...] Read more at ETFtrends.com.
With the S&P 500 down 22% year-to-date, it’s not hard for equity investors to find sources of disappointment. At the sector level, not much is working besides energy.
By Kevin Nicholson, CFA, Global Fixed Income CIO | Co-head of Investment Committee SUMMARY Fixed Income – More of a Treat than a Trick for Yield Seeking Investors, in our view. We expect a shift from equities to fixed income with yields above 4% for income investors. 4% or higher risk-free rates align with many [...] Read more at ETFtrends.com.
Sensitivity to rising interest rates can vary by income investments, with some vehicles more directly impacted than others. For example, interest rates are a primary determinant of bond performance, but the same is not true for MLPs. Other income categories are sensitive to rising interest rates because of their use of debt. Equity income investments [...] Read more at ETFtrends.com.
October saw ETF flows brighten for previously beleaguered U.S. equities and fixed income ETFs with stronger inflows, while commodities and inverse ETFs saw significant outflows. While this week’s 75 basis point rate hike from the Fed has dented the October rally’s momentum, the S&P 500 and Dow Jones are still up 4.2% and 11.7% over [...] Read more at ETFtrends.com.
With more earnings coming down the pipe, investors looking for a buying opportunity may want to consider a gold value ETF opportunity via the Sprott Gold Miners ETF (SGDM) following the Barrick Gold Corporation (GOLD)’s earnings drop. The gold firm saw its stock drop Thursday following a $653 million revenue miss despite beating the Zacks [...] Read more at ETFtrends.com.