Implications of a ‘Job-Light’ Recovery

The past six months has been a trying time as the pandemic has impacted so many facets of our lives. Working from home has become the norm rather than the exception for many professions, education is delivered virtually, and many Americans worry about paying their bills due to elevated unemployment rates. Americans are right to [...] READ MORE »

Is the Fed’s ETF Work Done?

As a matter of course, I’m used to examining flows into ETFs to get some insight into investor sentiment.  It’s a far from perfect proxy.  After all, when we say “XYZ fund had $1 million in flows” we’re not saying “Bob and Alice bought $1 million! Sentiment!”  What we’re saying is that... READ MORE »

Uber Set to Offer $500 Million in 8-Year Bonds

The Covid-19 pandemic has put a strain on ridesharing businesses thanks to social distancing measures, but companies like Uber are turning to bonds in order to carry them through the rest of 2020. The ridesharing company is set to issue $500 million in 8-year bonds. Per a Bloomberg report, the company is following a trend [...] READ MORE »

The Time Could be Right for Emerging Markets Exposure

Covid-19 put the hammer down on emerging markets (EM) just as the group was getting 2020 started on the right foot. However, now could be an opportune time for getting EM exposure as economies try to recover from the pandemic. Reasons for EM weakness, per a Stock News article, include “overvaluation, weakness in global growth,... READ MORE »

Morningstar’s Guide to Moat Investing

Investing in companies with a sustainable competitive advantage and trading at attractive prices can be one way to manage market turbulence. In the upcoming webcast, Morningstar’s Guide to Moat Investing, Andrew Lane, Economic Moat Committee, Morningstar Indexes; and Brandon Rakszawski, Director, ETF Product Development, VanEck,... READ MORE »

Are Gold Prices Setting Up for a Big Move?

Gold prices are just fluttering around the $1,940 mark right now but could be setting up for a big move before precious metals investors see the end of 2020. One of the big determinants will be what central bank policies around the globe dictate. Per a Kitco News article, “major central bank meetings are in [...] READ MORE »