ETF News & Research

ETF.COM: How To Pick A Sector ETF

Sector investing is popular, and we’ve been hearing a lot about sector rotation opportunities in the face of changing correlations since President Trump’s victory last year. But as an investor, how do you know when it’s time to get in or out of a sector? How do you pick the best sector to be in? …

ETFA MAG: Do ETFs Cause Bubbles?

As U.S. stock markets have reached all-time highs some people are pointing the finger at exchange-traded funds, arguing that ETFs have caused this run-up because they have become so popular so quickly, and in the process have created a bubble waiting to burst. It is tempting to believe these bubble fears are true. After all, …

ETF.com: What’s Next For 2 Other Bitcoin ETFs?

The Securities and Exchange Commission did not approve the first physical bitcoin ETF, the Winklevoss Bitcoin Trust (COIN), after more than three years since the filing first entered the regulatory pipeline. In a 38-page statement released Friday, regulators cited concerns over bitcoin’s unregulated status, and the difficulty of preventing manipulation and providing oversight in this …

ETF Prism Report: ETF Bubbles: Separating Fact From Fiction

With US markets at all-time highs, many investors wonder if the massive growth of ETFs are perpetuating a bubble.

ETF Prism Report: The Marriage of ETFs and Bitcoins

ETFs and Bitcoins are both amazing Fintech evolutions… and a marriage/merger has been proposed. Three ETFs have been proposed: – Winkelvos: a grantor trust that uses their exchange to set price – Solidx: a similar ETF but includes insurance and less conflicted pricing source for index – Grayscale: will convert the current ETP into a …

Betting On Red: Building A Russian ETF Portfolio

Russia has been in the news in the past few years, and ETF investors owe it to themselves to take measure. We take a closer look at Russia—a big oil-producing country whose actions affect geopolitical stability, the price of oil and, if you believe it, even the 2016 U.S. presidential election. Whether you’re long or …

How to Invest in the Trump Economy

Investing based on the Trump administration is difficult because thus far all we know is rhetoric. However, many ETFs can be utilized to benefit from the areas he has commented on, like XLF for deregulation or IYM to play infrastructure. That said, many of these obvious sector ETFs have already advanced on the noise and …

Russia ETFs – Betting on Red?

Russia has obviously taken over the news. It is an issue that affects politics, geopolitical stability, the price of oil, hacking scandals and more. So what is the ETF investment perspective? On this report we are analyzing the ability to use ETFs to either get exposure to the long part of the Russia market, or be …

ETF.com: ETF Fixed Income Solutions For The Future

November 2016 was a confusing month for most investors. The U.S. equity markets experienced a high-beta rally, which culminated in returns for the S&P 500 of more than 3.5%. That said, most investors endured very different returns due to intelligent diversification. The table below shows the returns for diversified asset classes in November 2016: Asset …

Marketwatch: This figure helps explain why so many active ETF managers underperform

Are your active funds active enough? Non-passive funds—where the components are chosen by a team or through a rules-based system, rather than simply tracking a benchmark—have fallen out of favor in recent years, with investors instead gravitating toward funds that are cheaper, easier to understand, and which never underperform. Another factor keeping investors from embracing …

ESG ETFs Help Investment Portfolio’s Conform to Investors’ Attitudes

As many seek to diversify their equity portfolios, consider a sustainable investing exchange traded fund strategy that locks on the potential benefits of environmental, social and governance, or ESG, principles. On the recent webcast (CE Credit available on-demand), The Untapped Potential of ESG Investing, Sharon French, Head of Beta Solutions at OppenheimerFunds, explained that there …

Do Fixed Income ETFs Really Behave Like Bonds?

CREATING AN INCOME BAR-BELL ETFs have democratized access to fixed income, but at the same time they also lost the two most important covenants of bonds: that it will have a maturity date and a consistent coupon/yield. Even worse, these products, as evidenced by the November 2016 performance, are still subject to duration risk. A …

ETF Assets Keep Shattering Records

A milestone – whether a birth, marriage, or promotion – tends to prompt examination and reflection. When, for the first time, total global ETF assets topped $4 trillion in April1, that lofty threshold led us to revisit something we take as gospel: ETFs’ transparency. Sure, an ETF’s holdings are visible – so visible that they often …

Doing Good and Making Money Can Be Linked

ETF Prism Report Environmental, Social and Governance Investing (ESG) can be a good reason to evaluate an investment and we think the world is going in this direction.  It isn’t a new concept, many ETFs have governance screens to protect portfolios or accounting screens to avoid problematic companies.  Today we are discussing how to get …