ETF.com’s Dave Nadig discusses how rapid ETF growth presents challenges and opportunities with investor education.
Sal Bruno, Chief Investment Officer at New York Life Investments' IndexIQ, explains the role of alternative investment strategies, including the IQ Hedge Multi-Strategy Tracker ETF (QAI).
Jeremy Held, Sr. Vice President & Director of Research at ALPS Advisors, explains MLP basics and spotlights the Alerian MLP ETF (AMLP).
ETF.com’s Dave Nadig discusses how rapid ETF growth presents challenges and opportunities with investor education. IndexIQ’s Sal Bruno explains the role of alternative investment strategies, including the IQ Hedge Multi-Strategy Tracker ETF (QAI). ALPS Advisors’ Jeremy Held spotlights the Alerian MLP ETF (AMLP).
ETF.com’s Lara Crigger discusses the biggest ETF launch of the past 15 years, the Xtrackers MSCI USA ESG Leaders Equity ETF (USSG), and whether the moment has finally arrived for ESG ETFs.
By Eric Kuby via Iris.xyz The global bounce-back equity rally resumed, as the S&P 500 posted its best week since November by gaining 2.89%. The narrative remained the same with accommodative monetary policy, subdued inflation, reduced trade tensions, and aggressive stimulus programs in China. The economic data was tepid as durable goods, new home sales, [...]
By Norman Conley via Iris.xyz As most experienced investors know, stock market valuations are a terrible timing tool for investors. Bull markets have often persisted for years after stocks have reached above-normal valuations (i.e. late 1990’s). Similarly, bear markets can develop even when valuations appear to be undemanding (i.e. late 2007). There are innumerable ways [...]
The post Valuation Snapshot: Earnings Yields Versus Bond Yields appeared first on ETF Trends.
By Chris Skinner via Iris.xyz I got a large number of pings over the weekend to read and comment on an article on Medium by Lance Ng headlined: Facebook Plans to Become World’s Biggest Central Bank? It is a conjectured article that takes the story from The New York Times discussing Facebook creating its own cryptocurrency (Facebook and Telegram Are [...]
By Rob Isbitts via Iris.xyz The Fed is in a Precarious Position A recession is coming. I don’t know when, and what specifically will trigger it. But that is not the point. Business and economics, like so much of life itself, is cyclical. And particularly this time around, after so many years of central banks [...]
By Frank Holmes via Iris.xyz Here at U.S. Global Investors, we’re politically agnostic. We believe there’s money to be made no matter which party is calling the shots. That’s why we focus on government policy instead of partisan politics. Having said that, I think most of you would agree that there’s lately been a change [...]
Episode #131: “If Next Year is Not a Recession, It’s Going to Feel Like It” Guest: David Rosenberg. David is Gluskin Sheff + Associates Inc.’s Chief Economist and Strategist with a focus on providing a top-down perspective to the Firm’s investment process and Asset Mix Committee. Prior to joining Gluskin […]
Episode #130: “I Think in the Long Run (Cryptocurrencies) Are Going to Work” Guest: Eric Falkenstein. Eric was a TA for Hyman Minsky, which motivated him to be a macroeconomist. After grad school, he worked at KeyCorp bank in Cleveland, first as an economist, then he set up their […]
The post Tweets of the Week appeared first on Meb Faber Research - Stock Market and Investing Blog.
Episode #129: Meb’s Take on Return Expectations, Portfolio Construction, and Practical Market Approaches
Episode #129: Meb’s Take on Return Expectations, Portfolio Construction, and Practical Market Approaches Guest: Episode #129 has no guest. It’s a “just Meb” show. Date Recorded: 11/12/18 Sponsor: EquityZen Run-Time: 1:06:34 To listen to Episode #129 on iTunes, click here To listen to Episode #129 on Stitcher, click here To listen to Episode […]
Episode #128: Claude Lamoureux, When You Have to Make A Decision, Always Make the One That Will Let You Sleep Better, Not Eat Better
Episode #128: When You Have to Make A Decision, Always Make the One That Will Let You Sleep Better, Not Eat Better Guest: Claude Lamoureux. Claude is an actuary by training, and from 1990 to 2007, he was President and Chief Executive Officer of the Ontario Teachers Pension Plan. Prior to […]
Episode #127: Radio Show: Meb and Elon Musk Talk Shorting… Conflicting U.S. Valuation Indicators… and Listener Q&A
Episode #127: Radio Show: Meb and Elon Musk Talk Shorting… Conflicting U.S. Valuation Indicators… and Listener Q&A Guest: Episode #127 has no guest but is co-hosted by Jeff Remsburg. Date Recorded:10/22/18 Run-Time: 1:02:21 To listen to Episode #127 on iTunes, click here To listen to Episode #127 on Stitcher, click here To listen to Episode […]
The post Tweets of Week appeared first on Meb Faber Research - Stock Market and Investing Blog.
Episode #126: ‘Out-of-Favorness’ Is Appealing. The Difficult Part is Timing Guest: Karen Finerman. Karen began her career as a trader at First City Capital, a risk arbitrage fund. She later joined Donaldson, Lufkin and Jenrette where she became Lead Research Analyst for the Risk Arbitrage department. In 1992, she […]
Phil and Josh get quanty with Patrick Gelshenen, Executive Director of TOBAM. They discuss quantitative portfolio factors, and whether market cap weighting is itself a factor. The three discuss when market cap weighting tends to perform well, and when it doesn’t. Patrick emphasizes his firm’s approach to diversification while Phil and Josh wonder if
Two of the most common themes in intelligent investing are the difficulty of “beating the market” and the folly of setting that as your investment goal. The troupe is so ubiquitous it’s almost cliché. The message goes like this: Start investing early and the power of compounding returns over time will build wealth. It won’t
Phil sits down for a one on one talk with Deborah Fuhr of ETFGI to learn how she became the leader in ETF research. Debbie goes on to discuss the origins of Women in ETFs and why women are under-represented in the financial services industry. They talk about Women in ETFs’ mission and how
Phil is joined by Tyrone Ross of NobleBridge Wealth and Michael Venuto of Toroso Investments. The crew starts off by discussing how to mix venture capital with traditional asset allocation models, and Mike tells us about the new Millennial Permanent Portfolio. Phil brings up Fintech and wonders why ETFs are not considered part of the
It sure isn’t the money that motivates a true craftsman. When you love what you build, the product itself is the reward. A true craftsman wants to build things the right way, products that will stand the test of time. And it doesn’t matter one bit if the masses can tell the difference. The craftsman
Syntax's Riggs explains what a stratified-weighted S&P 500 ETF looks like and how it can deliver outperformance.
Boeing's rocky March has roiled the biggest aerospace and defense ETF.
Wanted: A better way to value ETF portfolios.
Another ETF newcomer rolls out a unique slice of the REIT space.
The small-cap ETF had inflows of $1.3 billion on Thursday, March 21.
Marc Zeitoun, Head of Strategic Beta, Columbia Threadneedle Investments met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s suite of strategic Beta ETFs. The DIAL and MUST ETFs have been “incredibly well received,” says Zeitoun. Rather than licensing third party indices, Columbia Threadneedle looks to their own active managers to develop […]
The post Columbia Threadneedle’s Zeitoun On Strategic Beta ETF Lineup appeared first on RIA Channel.
David Carter, Chief Investment Officer, Lenox Wealth Advisors met with Julie Cooling, Founder & CEO, RIA Channel to discuss his firm’s investment strategies and overall view of the market. Lenox Wealth Advisors is one of the largest RIAs in the country. For more information, visit Lenox Wealth Advisors.
Steve Sachs, Managing Director, Head of Capital Markets, Goldman Sachs met with Julie Cooling, Founder & CEO, RIA Channel to discuss the mission behind their ESG ETF, JUST. The partnership between Goldman Sachs and JUST Capital was a “happy accident,” says Sachs. Paul Jones, founder of the not-for-profit JUST Capital, spoke off-handily on a panel about […]
Rob Swan, COO & Portfolio Manager and Sean McCaffrey, Swan Defined Risk Solutions, Swan Global met with Julie Cooling, Founder & CEO, RIA Channel to discuss how advisors can take advantage of the firm’s hedged investment strategy and outsourced solutions. While most advisors follow Modern Portfolio Theory to diversify risk, Swan suggests there may a […]
The post Swan Global’s Approach To Enhancing Client Outcomes appeared first on RIA Channel.
Timothy Gilligan, Head of ETF Sales, RIA Channel, Legg Mason met with Julie Cooling, Founder & CEO, RIA Channel to discuss the launch of short duration income ETF, WINC. Legg Mason, an actively managed shop, prides itself on being a “provider of choice.” This means offering investors access to a variety of strategies and vehicles. […]
The post Legg Mason Launches Affordable Short Duration Income ETF appeared first on RIA Channel.