ETFS

As baby boomers continue to retire and seek shelter within fixed income, new bond products are hard to find that can focus on safety of principal while earning higher effective yield. Passive exchange traded funds continue to gain asset inflows as active managers continue to find it harder to beat their appropriate benchmarks. This is
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In this article, we examine the significant weekly order flow and market structure developments driving GDX price action. As noted in last week’s GDX Weekly, the highest probability path for this week was for price discovery higher within the context of a potentially completed corrective phase from 31s. The primary expectation did not play out,
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This article was first released on September 20th, 2019. Please check the latest data before making investment decisions. Nuveen Real Asset Income And Growth Fund (JRI) is a closed-end fund that invests in a mix of equity and debt securities; it’s primarily invested in infrastructure, REITs and utility companies through investments in common stock, debt
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Main Thesis The purpose of this article is to evaluate the Vanguard Financials ETF (VFH) as an investment option. My recent outlook for the Financials sector was modest, as I had expected market returns and not much more. As we enter Q4, a look back at this prediction was warranted, and VFH’s returns seem to
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Share to facebook Share to twitter Share to linkedin Shutterstock To become a “Dividend Aristocrat,” a dividend paying company must accomplish an incredible feat: consistently increase shareholder dividends every year for at least 20 consecutive years. Companies with this kind of track record tend to attract a lot of investor attention — and furthermore, “tracking”
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Share to facebook Share to twitter Share to linkedin Shutterstock Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. 
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Recently in a tweet, I said: Index Fund Investment Strategy: Michael Burry Warns of Bubble @Bloomberghttps://bloomberg.com/news/articles/2019-09-04/michael-burry-explains-why-index-funds-are-like-subprime-cdos… The most this would do is increase the correlation of the movements. Unit creation & liquidation serve the same role as futures arbitrage programs that have existed since the mid-80s https://twitter.com/AlephBlog/status/1179927420884983809 I am not in the crowd that thinks
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Shutterstock Wall Street is working on a new platform which will ease the trading, storing and spending digital assets. That’s bullish for bitcoin and other cryptocurrencies. It will help them gain acceptance among investors, merchants and consumers. Last week, Intercontinental Exchange (ICE) announced plans to form a new company, Bakkt, with the purpose to create
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Main Thesis The purpose of this article is to evaluate the iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as an investment option at its current market price. The high yield corporate debt market has come under some short-term pressure, after being a strong performer for most of 2019. Despite this pressure, or perhaps
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Photo Source: REUTERS/Brendan McDermid. A screen displays the U.S. Federal Reserve interest rates announcement as traders work on the floor of the New York Stock Exchange, September 18, 2019. For the month, 64% of all CEFs posted NAV-based returns in the black, with 87% of equity CEFs and only 46% of fixed income CEFs chalking
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Main Thesis The purpose of this article is to evaluate the AllianceBernstein Global High Income Fund (NYSE:AWF) as an investment option at its current market price. AWF is a fund I continuously monitor, and have often recommended, due to its global, high-yield focus. While it has performed well over time, I shifted to a more
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For the fourth week in a row, investors were overall net purchasers of fund assets (including those of conventional funds and ETFs), injecting $27.3 billion for Lipper’s fund-flows week ended September 25, 2019. Fund investors were net purchasers of money market funds (+$37.8 billion), municipal bond funds (+$1.6 billion), and taxable fixed income funds (+$427
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One of this year’s positive surprises thus far has been the remarkable performance of the clean energy sector. As the catastrophic long-term consequences of climate change become increasingly clear, market expectations of a decisive market shift toward renewable energy have soared. A recent cost-benefit analysis by the Global Commission on Adaptation concluded that investing $1.8
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The Soro Enshi container ship sails from Yangshan Deep Water Port in Shanghai on July 10, 2018. A parliamentary committee in India said China is dumping products in their country. Photographer: Qilai Shen/Bloomberg. China is dumping products in India, an Indian parliamentary panel suggested recently. As the trade war goes on unabated, China’s trade practices
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(Photo by Mark Schiefelbein- Pool/Getty Images) Chinese corporations are all over Africa.  In June 2017 a McKinsey & Company report estimated that there are more than 10,000 Chinese-owned firms operating in Africa. What are Chinese corporations doing in Africa? That’s a highly controversial issue. The reason Chinese corporations are in Africa is simple; to exploit the
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How much should you invest outside the U.S.? Photo: Tobias Schwarz/AFP/Getty Images) One critical question for all stock investors is, what should my international exposure be? Unfortunately, here investors can be their own worst enemy. This issue may end up hurting performance, or increasing risk, or both. On average, U.S. investors hold around 15% of their
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With the Federal Reserve lowering rates for the second time this year, the one thing investors can be sure of is more unhappy tweets from President Trump and another Fed Funds rate cut. Market prices and traders are currently implying a 66% chance that the Federal Reserve will reduce short-term interest rates by another quarter-point
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