Toroso Market Commentary October 2019

What is the Story in Today’s Geared Market, and What Will the Story be Tomorrow? The Federal Reserve has started QE4 with huge injections into repo markets. Regardless of what you call it, upwards of 2 trillion dollars of bonds are due on their balance sheet over the next few years. They will either let …

Toroso Market Commentary July 2019

Geared markets: When consensus erodes and assumptions grow The list of things investors can not agree on is growing despite the agreements by market pundits. Consensus can be wrong and when constituencies have different agendas there is the potential to have bifurcating outcomes. In addition, given that everything seems to be negotiated in social media …

Toroso Market Commentary April 2019

Putting things into perspective We are now officially in the midst of the longest growth rally in recent history. The historical first quarter erased almost all losses across most broad asset classes. In reality not much has changed. In our previous commentary we focused on the global QE drawdown and stretched profit margins for US …

Toroso Market Commentary January 2019

What a difference a quarter makes Volatility spikes have returned with concerns around a slowing global economy, quantitative tightening around the globe, trade wars, maturing tech giants, and the piles and piles of debt, at all levels. There are many signs indicating global growth is in the later stages, and concerns of a potential recession …

Outcome-Based ETF Portfolios to Meet Clients’ Investment Goals

Financial advisors who are looking for customized ETF portfolios in the separate accounts space can turn to ETF model portfolios designed by ETF strategists. “Toroso Investments was designed to be an ETF research firm, and when we build our ETF models, it’s all about security selection for us. That’s really the niche that we really …

Putting things into perspective

This week we reflect on the subtle and not-so-subtle effects of the 10 year bull market. Read on to get our perspective on what makes an economy grow, an interesting thought from man who won capitalism, Ray Dalio and the usual ETF launches, TETF.Index performance and ETF Think Tank In the News. Putting things into …

Drilling Deep on Economics and China

Drilling Deep on Economics and China Special events are a benefit to membership in the ETF Think Tank, and last week, KraneShares hosted a special dinner for key investors to meet with Dr. Hong Liang, the Chief Economist and Head of Research from China International Capital Corp (CICC). Her perspective about the trade negotiations with China was constructive …

Tackling Themes

Tackling Themes Last week, we dissected sectors, and this week tackle themes. Within the ETF Security Master that powers the tools of the ETF Think Tank, we include themes in the sector search function. Many themes will be the sectors of the future that advisors need to access and provide value to clients. Let’s start by looking at how …

Dissecting Sector ETFs

In this week’s ETF Think Tank research note, we continue our journey through ETF nomenclature. Over the past few weeks, we covered asset categories, corporate structure, and investment approach. Today, we move to specific exposures provided through ETFs by looking at Sectors. The Past, Present, & Future of Sector ETFs The first 9 sector ETFs were launched by …

Smart Beta is the Walking Dead

Client Alignment and Growth Advisors who believe in ETFs and believe that implementing portfolios of ETFs helps achieve client alignment and growth are at the core of The ETF Think Tank!  As we think about ETFs and advisor growth, we have highlighted four primary client alignment growth factors: lower cost, transparency, liquidity and tax efficiency.  …