Markets

Stocks

Private Equity Head Tapped to “Fix” US Intelligence Apparatus. Why?

By Kathleen McBride via Iris.xyz Why should we think the head of a private equity company could effectively “fix” US Intelligence? It is not apparent that this individual is even remotely qualified to fix the US intelligence apparatus. And it’s debatable that it is even broken, except in the eye of someone who seems afraid the intelligence community…

Cyborgs Are the Future for Advisors

By Kathleen McBride via Iris.xyz Becoming cyborgs is the way to go for financial advisers…blending robotics and humans into one organism. You see, I am convinced that robo-advice models will succeed and prosper. I am also convinced that human advisers will succeed and prosper. I am further convinced that some of each will fail entirely and die, but…

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…

ETFs

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…

Earnings

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…