Saudi Aramco Decides on $100B IPO Underwriters

Saudi Arabia's state-owned energy company has told J.P. Morgan, HSBC and Morgan Stanley they will be the lead underwriters for its planned initial public offering, set to be the largest ever.

A Dividend ETF That Limits the Negative Effects of Rising Rates

Even in a rising interest rate environment, people will still seek out dividend stocks to generate yields. Exchange traded fund investors, though, can look to a targeted dividend strategy that specifically screens out areas vulnerable to rising rates. For instance, the Fidelity Dividend ETF for Rising Rates (NYSEArca: FDRR) is designed to reflect the performance…

Short Sellers Lose Big Time in Tesla Tug-of-War

Short sellers have been at the losing end of a tug-of-war with Tesla Inc investors in 2017, with some surrendering in recent weeks following nearly $2 billion in losses as shares of the electric car maker approach record highs.

A Smart Beta Bond ETF Strategy in a Rising Rate Environment

Traditional fixed-income index investments may expose investors to increased credit risks and lower yields. Consequently, more may turn to smart beta index-based exchange traded funds that may diminish risks and potentially enhance returns in a rising rate environment. ETF Trends publisher Tom Lydon spoke with Martin Kremenstein, Senior Managing Director and Head of NuShares Nuveen,…

What’s the Difference Between ETFs and Mutual Funds?

Exchange traded funds have taken the financial industry by storm, experiencing phenomenal growth in the fund space. Many investors now consider ETFs as a valid replacement for traditional open-end mutual funds as strategies evolve. On the upcoming webcast this Wednesday, ETFs vs Mutual Funds: What’s the Difference?, Steven Vannelli, CEO and CIO of Gavekal Capital,…

Stocks

ETFs

An Outstanding Core Portfolio ETF Strategy

Investors considering a core investment portfolio position should look to an exchange traded fund strategy focusing on quality companies with wide economic moats that help provide long-term competitive advantages. The VanEck Vectors Morningstar Wide Moat ETF (NYSEArca: MOAT) tries to reflect the performance of the Morningstar Wide Moat Focus Index, which is comprised of attractively…

Strong Earnings Help U.S. Stock ETFs Maintain Record Pace

U.S. equities and stock exchange traded funds continued to hit new records as market optimism and strong retail earnings help support the momentum. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ETF (NYSEArca: IVV) and Vanguard 500 Index (NYSEArca: VOO), were 0.4% higher…

Copper ETN Could be Ready for a Breather

The iPath Bloomberg Copper Subindex Total Return ETN (NYSEArca: JJC) jumped more than 2% last week, bringing its year-to-date to over 9%, but some commodities market observers believe the red metal could be poised for a pullback. Copper prices are benefiting as investors anticipate greater demand out of China and increased infrastructure projects under President…

Silver ETFs Keep Their Shine Amid Rate Hike Concerns

The iShares Silver Trust (NYSEArca: SLV) and ETFS Physical Silver Shares (NYSEArca: SIVR) nudged higher last week, bringing their year-to-date gains to about 13%. Even amid concerns that the Federal Reserve could hike interest rates in March, silver appears poised for more near-term upside. Silver and other precious metals enjoyed safe-haven demand as the equities…

Traders See More Upside for Brazil ETF

The iShares MSCI Brazil Capped ETF (NYSEArca: EWZ), the largest exchange traded fund tracking Brazilian equities, surged last year and is off to a fine start in 2017 with a gain of over 18%. Even with that, some market observers believe Brazilian stocks can keep soaring. Some investors are reevaluating Brazilian stocks, something that has…

Technology

Oil Services ETFs Look to Pump Higher

The SPDR Oil & Gas Equipment & Services ETF (NYSEArca: XES), an equal-weight spin on oil equipment and services stocks, has traded slightly lower to start 2017, but a rally in crude prices could boost XES and rival oil services exchange traded funds. As crude oil prices rebound, shale hydraulic fracturing companies could increase spending…

Why There’s Still Value in Value ETFs

The recent out-performance in value-oriented stocks has put renewed focus on the asset category after the growth style took center stage in recent years, but value equities and related exchange traded funds have proven to enhance returns over the long run as well. The value factor experienced some rough times during the heyday of the…

UPS Launching Saturday Ground Operations in U.S.

Package delivery company United Parcel Service Inc is launching Saturday ground operations in the United States on a rolling basis, chief executive David Abney said at an investor event on Tuesday.

Dollar Falls as Traders Weigh Next U.S. Rate Hike

The dollar weakened against a basket of major currencies on Thursday, posting its steepest one-day drop in over two weeks, due to lower U.S. bond yields and uncertainty over the timing of the Federal Reserve's next interest rate increase.

Retirement

India ETFs Are a Hot Emerging Market Play

Among the best performing areas of the emerging markets, India country-specific exchange traded funds have made a drastic surge since the start of the new year. Specifically, the India ETFs that focus on small capitalization stocks have been among the best performers in the emerging markets category year-to-date, with the Columbia India Small Cap ETF…

Is Yesterday’s Hedge Fund Strategy in Tomorrow’s ETF?

By John Lunt, President, Lunt Capital Management, Inc. I was recently part of a conversation with a group investment industry professionals. The discussion was wide-ranging, covering industry trends, fee compression, and the performance of various investment strategies. The conversation was spirited, with multiple points of view and strong opinions. In the midst of the conversation, someone…

The Low-Vol Concept Applied to High-Yield Bond ETFs

The low-volatility factor has been a popular way for investors to achieve improved risk-adjusted returns in the equities market, and IndexIQ recently applied the concept to a newly launched high-yield bond exchange traded fund. ETF Trends publisher Tom Lydon spoke with Salvatore Bruno, Executive VP and Chief Investment officer of IndexIQ, at the Inside ETFs…