As investors explore tomorrow’s low-carbon leaders, they can turn to a new exchange traded fund strategy that focuses on carbon transformation. “We believe investors need a new playbook for a changed environment,” Roger Mortimer, portfolio manager, KraneShares, said in the recent webcast, Understanding Investing in the Carbon Transformation: A Due Diligence Session. Mortimer argued that [...] Read more at ETFtrends.com.
As energy continues to dominate as the best-performing sector in the S&P 500, investors may be surprised to find out that valuations for popular midstream/MLPs funds are still below pre-pandemic levels despite a strong outlook for the space. The energy sector has grown from 2.28% of the S&P 500 (as of the end of 2020) [...] Read more at ETFtrends.com.
The Russian war in Ukraine will have severe implications on the shape and pace of the energy transition globally, according to the World Economic Forum. Governments, corporates, and consumers are aligned in driving a global sustainability revolution, but the scale of the challenge is so large that a holistic approach is necessary, with solutions to [...] Read more at ETFtrends.com.
At a time when ESG standards remain muddy in the U.S., investing in funds with issuers that are doing their due diligence can create better return potentials in the long term. Companies with ESG mandates could provide a lower risk profile as the SEC mulls ESG disclosure requirements and create greater shareholder value over time. [...] Read more at ETFtrends.com.
With the bond markets behaving the way they have been so far in 2022, investors are seeking ways to mitigate risk and escape the volatility. While the latter might be more difficult while staying invested in the markets, transferring risk control to a professional can be had in the former using active management. “Active portfolio [...] Read more at ETFtrends.com.
Innovator ETFs filed for two actively managed equity ETFs with the SEC: the Innovator Equity Managed Floor ETF (patterned on the S&P 500 Index) and the Innovator Technology Managed Floor ETF (patterned on the Nasdaq-100 Index). Both funds will seek to address tail risk in stocks. Using a custom laddered options strategy designed by Morgan [...] Read more at ETFtrends.com.
By J. Keith Buchanan, Portfolio Manager – GLOBALT Investments November 30th, 2021, the Federal Reserve Chairman Jerome Powell told Congress that “transitory” should be retired as a description of inflationary pressures. Since that day, Fed funds futures have gone from pricing in 59 basis points to 277 basis points of Fed tightening in this calendar year. [...] Read more at ETFtrends.com.
Good news in the crypto space has been hard to come by lately, but Coinbase entering the Fortune 500 should provide some sunshine in a rather gloomy time. Posting $7.8 billion in revenues in 2021, Coinbase (COIN) has become the first crypto entity to be included in the prestigious list, placing 437th. 2022 has been [...] Read more at ETFtrends.com.
Most Americans over the age of 65 will need long-term care. But long-term care is a double-edged sword that particularly affects women. As caregivers, women are more stressed than male caregivers, less likely to be employed than male caregivers, and spend as much as 50% more time in caregiving than men. And for those needing [...] Read more at ETFtrends.com.
Most Americans over the age of 65 will need long-term care. But long-term care is a double-edged sword that particularly affects women. As caregivers, women are more stressed than male caregivers, less likely to be employed than male caregivers, and spend as much as 50% more time in caregiving than men. And for those needing [...] Read more at ETFtrends.com.
On the most recent episode of the Behind the Markets podcast on Wharton Business Radio, hosts Jeremy Schwartz, director of research at WisdomTree, and Wharton finance professor Jeremy Siegel were joined by Andrew Beer, founder and managing member of Dynamic Beta Investments. The discussion covered hedge fund strategies and relevance in changing markets and how [...] Read more at ETFtrends.com.
As sustainable investing continues to affirm its place among traditional strategies, many advisors assume that sustainable investing entails a trade-off in returns. “The facts have been for a long time that sustainable funds, on the whole, perform just as well as any other type of funds,” Jon Hale, director of ESG strategy at Morningstar, said [...] Read more at ETFtrends.com.
Top Performing Levered/Inverse ETFs Last Week These were last week’s top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly. Always do your homework. Ticker Name 1 Week Return (WEBS) Direxion Daily Dow Jones Internet Bear 3X Shares 15.38% (SZK B) ProShares UltraShort Consumer Goods 14.84% (MEXX) Direxion [...] Read more at ETFtrends.com.
Sectors matter when it comes to U.S. high yield fixed income. Energy and financials held flat for the week ending May 20, while healthcare and consumer cyclicals underperformed, according to BondBloxx Investment Management co-founder and CIO Elya Schwartzman in a weekly update on the U.S. credit markets. The dispersion in one-month high yield sector returns has been +4%, with [...] Read more at ETFtrends.com.
Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the iShares GSCI Commodity Dynamic Roll Strategy ETF, where 24,600,000 units were destroyed, or a 24.3% decrease week over week.
Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the iShares Core S&P 500 ETF, which added 12,400,000 units, or a 1.8% increase week over week. Among the largest underlying components of IVV, in
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares MSCI KLD 400 Social ETF (Symbol: DSI) where we have detected an approximate $183.9 million dollar inflow -- that's a 5.3% increase week over
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares 3-7 Year Treasury Bond ETF (Symbol: IEI) where we have detected an approximate $396.0 million dollar inflow -- that's a 4.0% increase week o