Markets

Building a Better Index With Strategic Beta ETFs

By Yazann Romahi via Iris.xyz With the global economy warming up, but political uncertainty remaining a constant, it’s more important than ever for investors to position their global portfolios to navigate long-term market volatility. That’s where the power of diversification comes in, says Yazann Romahi, Chief Investment Officer of Quantitative Beta Strategies at J.P. Morgan Asset Management…

Follow the Sentiment to Find Investing Opportunities

By Frank Homes via Iris.xyz Last Monday, I had the opportunity to attend a conference at Goldman Sachs’ Dallas office. Among the dozens of money managers and investors who attended, a combined $1 trillion in assets was represented. The speakers were numerous, from famed economist Jan Hatzius, Goldman’s head of global economics, to Jeff Currie, global head…

Top Low-Cost Educational Resources for Fund Marketers

By Dan Soldhelm via Iris.xyz When a boutique firm’s primary business is the institutional or high net-worth marketplace, some executives would rather manage portfolios than manage the product line of mutual funds. “We pay for investment research over mutual fund industry research,” said one CEO and portfolio manager of a boutique asset manager with just a…

The Stories of Financial Well-Being in Decline Are Simply Not True

By Rick Kahler via Iris.xyz Do you think the world is getting better, or worse, or neither? Based on a recent survey by Max Roser of the University of Oxford, you probably said “worse.” That was the answer from about 95% of the survey respondents, who were from Sweden, Germany, and the US. To be fair,…

Relationships & Money: 6 Stories to Share With Your New Partner

By Mary Beth Storjohann via Iris.xyz When you start dating, you usually start off sharing stories. Tales of your childhood, your previous relationships and your college days. Those stories help explain to your partner who you are and how you act. Sharing those stories is a vulnerable process and can either deepen the bond or widen…

Accessing Fidelity’s Quant Research Through Passive ETF Options

As more money managers help expand the exchange traded fund universe, investors are now able to capitalize on established management team’s research capabilities and investment styles. For example, the Fidelity Low Volatility Factor ETF (NYSEArca: FDLO), Fidelity Momentum Factor ETF (NYSEArca: FDMO), Fidelity Quality Factor ETF (NYSEArca: FQAL), Fidelity Value Factor ETF (NYSEArca: FVAL) and…

Using ETFs to Control Volatility in International Investments

Many may be wary of overseas risks, but more are looking toward global assets to diversify away form an extended bull run at home. Through an active international exchange traded fund strategy, investors can also limit risks while gaining exposure to the growth potential of foreign economies. ETF Trends publisher Tom Lydon spoke with Nick…

A Robotics ETF to Tap into a Growing Global Trend

As technology growth continues to pick up speed, robotics and automation could usher in the next industrial revolution. Investors can also tap into the potential explosive growth in the robotics space through a targeted exchange traded fund strategy. “Robotics is a global mega trend that most investors are not positioned for,” William E. Studebaker, President,…

Getting a Handle on Factor Based, Smart Beta ETF Strategies

A number of new exchange traded funds that have hit the market are based on customized indexing methodologies that do not adhere to traditional beta index market capitalization weights. “Non-traditionally weighted strategies, including those based on factors, give investors an increased toolset to better address their objectives and goals,” Christopher Huemmer, Senior Investment Analyst at…

U.S. Stock ETFs Pull Back, Dow on Pace to End 10-Day Streak

U.S. equities and stock exchange traded funds lost their momentum Friday, with the Dow Jones industrial Average set to break its longest streak of record highs since 1987, as cautious investors reevaluate the so-called Trump rally. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P…