U.S. Stock ETFs Slip on Another Round of Political Concerns

U.S. Stock ETFs Slip on Another Round of Political Concerns

U.S. markets and stock exchange traded funds retreat Monday as investors braced for the official start of earnings season, and watched how a Democrat-controlled Capitol Hill will wield its power. On Monday, the Invesco QQQ Trust (NASDAQ: QQQ) fell 1.3%, SPDR Dow Jones Industrial Average ETF (NYSEArca: DIA) was down 0.3%, and iShares... READ MORE »

What To Expect in the New Decade?

By Roman Chuyan, CFA A View on Stocks and Commodities In this year-end note, I offer a longer-term perspective on US stocks over the past two decades, and what to expect in the 2020’s. Our 7-year model forecasts low return for stocks, and we think commodities will outperform. The pandemic left a dark mark on last [...] READ MORE »

Will ANTs Spoil Mutual Funds’ Picnic?

Just what the world needs, more acronyms. While there isn’t yet an industry-agreed upon term, the active non-transparent (ANT) ETF structure is fresh and new. Non-transparent Active (NTA) might flow better, but it’s not as fun. Either way, the ETF industry has been waiting for some time for the launch of these specific type of [...] READ MORE »

The TEQI ETF: An Active Idea for Dependable Equity Income

Bond yields are still depressed, but dividend stocks are on the mend. Investors can capitalize on those scenarios by adding active management to the mix with the T. Rowe Price Equity Income ETF (TEQI). The T. Rowe Price Equity Income ETF seeks a high level of dividend income and long-term capital growth by investing most [...] READ MORE »

The Bitcoin Rally Is Not Running Out of Steam

The Bitcoin rally born in 2020 is carrying over into 2021. The largest digital currency is regularly hitting record highs and recently eclipsed the market capitalization of Facebook (NASDAQ: FB). Bitcoin is soaring, stoking old memories of 2017, a run that gave way to a spectacular decline the following year. Yet many market observers... READ MORE »

ESG and Active ETFs Witnessed Unprecedented Inflows in 2020

As the global exchange traded fund market accumulated $7.6 trillion in total assets under management over 2020, actively managed and ESG principles stood supreme. According to TrackInsight data, global investors funneled $80 billion in net inflows to Active ETFs, which grew by 55%, hitting a new high of $273.5 billion in assets.... READ MORE »