By Scott Welch, CIMA ®, Chief Investment Officer – Model Portfolios “I just dropped in to see what condition my condition was in” (By Kenny Rogers & The First Edition, 1967) When reviewing the current state of the global economy and investment markets, we recommend focusing on market signals and weeding out market noise. We believe the [...] Read more at ETFtrends.com.
By David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck The VanEck Vectors® Real Asset Allocation ETF (RAAX®) uses a data-driven, rules-based process that leverages over 50 indicators (technical, macroeconomic and fundamental, commodity price, and sentiment) to allocate across 12 individual real asset segments in five broad real asset sectors. These objective indicators identify [...] Read more at ETFtrends.com.
For this Frank Talk, I decided to take a deep dive in the airline industry to see how it fared in the first quarter of 2021, one year after the start of the pandemic. The four major domestic airlines have all reported as of today, and even though big losses were expected, it’s clear to [...] Read more at ETFtrends.com.
At 30,000 feet in the air, a passenger was suddenly crippled by severe chest pains. The flight attendant called over the loudspeaker, “Is there a doctor on board?” A tall man rose from seat 6C. And the first thing Dr. Eric Topol reached for was his iPhone. He plugged a credit card-sized heart monitor into the [...] Read more at ETFtrends.com.
Environmental, social, and governance investments have gained momentum, but what exactly is driving ESG adoption? Natixis Investment Managers recently conducted a study on Environmental, Social, and Governance investing, surveying thousands of professional investors globally, including institutional investors, fund selectors, and financial advisors about the issues that drive their decisions on ESG investing, according to a [...] Read more at ETFtrends.com.
By Liqian Ren, Director of Modern Alpha Chinese technology companies have been in the spotlight lately, and a few under-reported details stand out. When the Ant Financial IPO was delayed, speculation grew about how Chinese regulators would restrict the company. As expected, its financial services are going to be structured under the regulation of a financial [...] Read more at ETFtrends.com.
By William Sokol, Senior ETF Product Manager In an ever-changing interest rate environment, keeping tabs on the numerous corners of the yield market can be difficult. To help investors stay informed, we offer monthly commentary on income investing, covering the latest news, trends and investment opportunities. This month, in celebration of Earth Day, we highlight green [...] Read more at ETFtrends.com.
A raft of positive economic news was released last week, pointing to a robust ongoing recovery from the pandemic-triggered downturn and adding to the thesis that inflation is set to accelerate. Leading manufacturing data from the Federal Reserve Banks of Philadelphia and New York were extremely constructive for business activity going forward. The Philadelphia Fed [...] Read more at ETFtrends.com.
By Patrick Watson The narrative is nice to imagine: The US economy will grow fast in 2021 as we beat the coronavirus and everyone shops freely, travels widely, and hugs random strangers. There’s more. Trillions in government and Federal Reserve support will finance a consumer spending spree, keep the housing market strong, and bolster Wall [...] Read more at ETFtrends.com.
The coronavirus outbreak has been a blessing in disguise for the video gaming industry. The pandemic has confined people indoors to minimize human-to-human contact. This in turn has resulted in increased demand for in-house sources of entertainment, driving video games sales. Not
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.
The latest existing home sales data looks disappointing. Per the National Association of Realtors (NAR) report, there was a 3.7% month-over-month decrease in existing homes sales to a seasonally-adjusted annual rate of 6.01 million units in March. However, existing home sales r
By Rob Sharps, CFA Head of Investments and Group Chief Investment Officer An unusual rebound may provide opportunities even as rates rise. Key Insights: T. Rowe Price investment professionals have varying views on the recent increase in Treasury yields but expect an atypical economic rebound later in 2021. We highlight viewpoints related to inflation protected securities, the Treasury [...] Read more at ETFtrends.com.
When looking to allocate funds to the consumer goods or services sectors, one pair of funds worth considering is the Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) and the Invesco S&P SmallCap Consumer Staples ETF (PSCC). “My advice for long-term investors: establish full allocations in both sectors and maintain them both throughout market cycles,” wrote [...] Read more at ETFtrends.com.
SVB Financial Group (NasdaqGS: SIVB) first quarter earnings beat and positive guidance helped lift bank sector-related ETFs on Friday. Among the best performing non-leveraged ETFs of Friday, the iShares U.S. Regional Banks ETF (NYSEArca: IAT) advanced 3.9% and Invesco KBW Bank ETF (NASDAQ: KBWB) increased 2.9%. The broader Financial Select Sector SPDR (NYSEArca: XLF) gained 1.9%. [...] Read more at ETFtrends.com.
Vietnam’s economy is skewing back toward the upside, which should put assets like the VanEck Vectors Vietnam ETF (VNM) in focus. “A surging U.S. economy on the back of massive stimulus and pent-up demand will benefit exporters in Asia, with Vietnam receiving the biggest windfall,” a Bloomberg article said. “If the U.S. growth rate accelerates to [...] Read more at ETFtrends.com.
U.S. markets and stock ETFs rebounded Friday after a steep falloff in the previous session in response to talks of hiking U.S. capital gains taxes. On Friday, the Invesco QQQ Trust (NASDAQ: QQQ) was up 1.5%, SPDR Dow Jones Industrial Average ETF (NYSEArca: DIA) rose 0.7%, and iShares Core S&P 500 ETF (NYSEArca: IVV) was 1.2% [...] Read more at ETFtrends.com.
When something like ESG skyrockets in popularity, it can be difficult to avoid becoming a target for scrutiny. In this case, it’s the Securities and Exchange Commission (SEC) taking aim. The SEC has taken a more proactive approach when it comes to compliance requirements for ESG. “As investor demand for socially responsible investing continues to [...] Read more at ETFtrends.com.
Until the last several months of 2020, value stocks had languished. The situation is finally improving, bringing with it better things for certain actively managed ETFs like the Fidelity Blue Chip Value ETF (FBCV). FBCV will normally invest primarily in equity securities of companies that the Adviser believes are undervalued in the marketplace in relation [...] Read more at ETFtrends.com.
Stocks and index ETFs rallied higher on Friday, regaining some of the lost ground from the previous session, after investors reevaluated worries that the Biden administration might raise capital gains tax rates. The Dow Jones Industrial Average gained 0.5%, aided by a pop in Goldman Sachs and Apple stock, while the S&P 500 advanced 1%. [...] Read more at ETFtrends.com.