Investors can use leveraged and inverse exchange traded funds to hedge a long position against sudden turns or capture short-term trends in more volatile market conditions. On the recent webcast, Tactical Strategies to Combat Market Volatility, Sylvia Jablonski, Managing Director and Co-Head of the Capital Markets & Institutional Strategy Team at Direxion, points out that …
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As investors gear up for a volatile market in the year ahead, more aggressive exchange traded fund investors have utilized leveraged and inverse products to quickly adapt and capitalize on shifting market conditions. On the upcoming webcast, Tactical Strategies to Combat Market Volatility, Sylvia Jablonski, Managing Director and Co-Head of the Capital Markets & Institutional Strategy …
Continue reading “Tactical Strategies using Leverage ETFs described by Mike Venuto”
Markets Are Scaring Themselves “You have probably noticed that U.S. stock prices have fared poorly of late—and the S&P 500 closed on Wednesday at 1859, down almost 13% from its July 2015 high. You have probably also noticed that the biggest daily drops seem to occur either on bad news from China or when oil …
Continue reading “Volatility in Context: Let’s Have a Conversation”
The journey from developing a compelling investment thesis to launching an ETF can be an arduous one indeed. While the rewards for a truly unique ETF can be substantial, the upfront work and attention to detail that are required to make an ETF concept a reality often appear daunting to new issuers that are just …
Continue reading “Guillermo Trias describes the ETF sales and marketing ladder”
Exchange-traded funds (ETFs) have burst on to the scene in the late 2000s and early 2010s, raking in hundreds of billions of dollars in assets and prompting a major shift towards indexing strategies in the process. ETFs have empowered financial advisors (FAs), registered investment advisors (RIAs), Chief Financial Officers (CFOs), money managers, and retail investors …
Continue reading “101 ETF Lessons Every Financial Advisor Should Learn”
It’s been a wild ride so far this year for U.S. stocks. Since the beginning of 2016, the S&P 500 has already declined some 10% in a loss that has been anything but smooth or linear. The uptick in volatility and the poor stock market performance have many investors now more concerned with downside protection …
Continue reading “Mike Venuto discusses ETFs for downside protection”
Everyone is talking about increased market volatility in this new year. But if you are a long-term index investor who believes in buy-hold-and-rebalance achieved through passive vehicles such as ETFs, does volatility even matter? Should you worry about it? Perhaps just as important is the question of whether increased volatility presents unique opportunities to capture …
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“What we need is a no-load, minimum management-fee mutual fund that simply buys the hundreds of stocks making up the broad stock-market averages and does no trading from security to security in an attempt to catch the winners. Whenever below-average performance on the part of any mutual fund is noticed, fund spokesmen are quick to …
Continue reading “Enhancing the Core: What Do Insiders Know?”
This lack of fear scares me. Investors seem to believe that the Federal Reserve will save them, but that seems unlikely to me. I believe the economy is generally in good shape and the low cost of oil acts like a stimulus to the consumer. Additionally, employment and wages continue to improve so it is …
This article is part of a regular series of thought leadership pieces from some of the more influential ETF strategists in the money management industry. Today’s article is by Mike Venuto, co-founder and chief investment officer of New York-based Toroso Investments. The growth of smart-beta strategies has been staggering, but quite top heavy. Meaning, most …
Michael Venuto, CIO and co-founder of Toroso Investments in New York, a strategist that uses a simple diversified asset allocation approach customized to clients: BioShares Biotechnology Clinical Trials (BBC): I really like the venture capital nature of this ETF. They equal-weight biotechnology companies that are in clinical trials. They include a screening process to avoid …
By David Dziekanski Toroso Investments Published in ETF.com Allocators and investors in the smart-beta ETFs are arguably acknowledging that active and rules-based strategies offer more dynamic solutions for the current global investment environment. Flows in these vehicles have increased significantly this year. When choosing a smart-beta fund, many allocators have used similar evaluation approaches as …
This article is part of a regular series of thought leadership pieces from some of the more influential ETF strategists in the money management industry. Today’s article is by David Dziekanski, partner and portfolio manager of New York-based Toroso Investments. Allocators and investors in the smart-beta ETFs are arguably acknowledging that active and rules-based strategies …
Continue reading “David Dziekanski describes the “herd” mentality in dividend ETFs”
ETF Reference surveyed 57 ETF investing experts, including Toroso Investments’s Michael Venuto, in search of the best tips for exchange-traded fund investors. Following are Michael’s tips:
ETF Reference – Mike Venuto Provides ETF Q&A The editorial team at ETF Reference surveyed 57 ETF investing experts, including Toroso’s Mike Venuto, in search of the best tips for exchange-traded fund investors. The response received was incredible. The panel of experts sent the editorial team hundreds of amazing tips! They winnowed that list down …
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