By Imaru Casanova, Portfolio Manager, Gold and Precious Metals A stronger dollar and higher bond yields pressured gold prices in August. Emphases on technology, mining techniques and efficiencies and ESG-related subjects create opportunities in Australia. Monthly gold market and economic insights from Imaru Casanova, Portfolio Manager, featuring her unique views on mining and gold’s portfolio [...]

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By Scott Welch, CIMA ®, Chief Investment Officer, Model Portfolios And now I must confess I could use some rest I can’t run at this pace very long Yes, it’s quite insane Think I hurt my brain But it cleans me out, then I can go on… (From “Trying to Reason with Hurricane Season” by [...]

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By Tamara Lowin, Senior Municipal Credit Analyst While recent headlines suggest municipal bonds are in danger of losing their federal tax exemption, we have seen this show before and believe the asset class will retain its tax-exempt status. Every so often, whispers grow louder in financial circles about the potential end of the federal tax [...]

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To learn more about Main Management and how some of our strategies could help you with your investment needs, please contact Darol Ryan, our Head of Sales and National Accounts, at ryan@mainmgt.com. Also check out Main Management CEO Kim Arthur on Twitter and Main Management on LinkedIn. For more news, information, and analysis, visit the ETF Strategist Channel.

The post Main Management Market Note: September 15, 2023 appeared first on ETF Trends.

By Mike Dickson, Ph.D. Sharply higher oil prices have the potential to re-ignite inflation. Last week saw oil prices hitting their highest point in 10 months following news that Russia and Saudi Arabia will extend their oil production cuts through December. This week, Brent crude hit $90 per barrel for the first time since last [...]

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Trend-following strategies gained ground with investors in the last few years when markets experienced noteworthy reversals and prolonged volatility. The importance of asset class diversification cannot be understated in trend-following strategies as it allows for better capture of trend reversals. There are several ways to employ a trend-following strategy but managed futures arguably remain the [...]

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The past week saw a spike in ETF launches, with 19 new funds debuting. The launches include five more BulletShares ETFs from iShares tied to Treasury inflation protected securities, another single-stock options strategy from YieldMax, a dividend fund from State Street Global Advisors, a KraneShares ETF focused on ocean preservation, a multi-asset ETF from Harbor [...]

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High yield did well across multiple sectors in the U.S., according to the BondBloxx Fixed Income Monthly Update for August. Six of the seven high yield industry sectors generated positive returns in August. Energy and healthcare experienced the best performance for the month, up 0.9% and 0.7%, respectively, in total return. Consumer cyclicals was the [...]

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Stocks have largely held steady over the past month, but the market saw higher volatility on Friday. The past month has seen very low volatility, at levels not seen since before the COVID-19 crash in 2020. The Cboe Volatility Index was up 7% on Friday, however, as stock options, stock index futures, and stock index [...]

The post It’s Time to Prepare Client Portfolios for Higher Volatility appeared first on ETF Trends.

The Bahl & Gaynor Income Growth ETF (NYSE Arca: BGIG) began trading on the New York Stock Exchange today. The actively managed ETF invests primarily in dividend-paying U.S.-listed equity securities of large-cap companies. BGIG seeks current and growing dividend income, downside protection relative to the broader equity market, and long-term capital appreciation by investing in [...]

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A commodity ETF can serve an important role in well-diversified portfolios. As inflation shows signs of reaccelerating and energy prices surge, many investors are allocating to the Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC). The fund is actively managed, allowing it to adjust exposure when market conditions warrant more exposure to a specific [...]

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Greetings, VettaFi Voices! Now seems like a good time to talk about wrappers and which ones are best for different situations. How do you decide whether to use an ETF, a mutual fund, or something else? Todd Rosenbluth, VettaFi director of research: Now is a very good time to do so, since so many active [...]

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Looking for a strategy that can mitigate some of the big risks impacting the S&P 500? The equal weight ETF EQL may offer one intriguing tool to do so. With concentration risk and particularly risk to tech investing looming over the stock market, a strategy like the Alps Equal Sector Weight ETF (EQL) offers diversification [...]

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BlackRock has launched five iShares ETFs that invest in U.S. Treasury Inflation-Protected Securities (TIPS) of varying maturities. Investors can use the TIPS funds to seek inflation protection, build a bond ladder, and manage interest rate risk. The funds are: The iShares iBonds Oct 2024 Term TIPS ETF (NYSE Arca: IBIA) The iShares iBonds Oct 2025 [...]

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Midstream investors may be wondering how rising crude oil prices will affect investments in energy infrastructure. Both U.S. and international crude oil prices are on pace for the third straight weekly gain. West Texas Intermediate crude (WTI), the U.S. benchmark, ended Thursday at $90.16, the highest since last November. Meanwhile, Brent crude settled at $93.70, [...]

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Investors and advisors may have seen some slowing China growth and grown concerned, but recent positive data for the country may encourage them. Chinese firms are significantly cheaper than U.S. equities, with the MSCI China Index trading at just 10.8% the next 12 months’ earnings. That creates an appealing background to invest on positive data [...]

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With some of the lowest valuations among all developed markets, eurozone equities have long tantalized investors. However, the region’s stocks have also long disappointed investors. Entering 2023, there was optimism that scenario would change for the better, but that thesis encountered headwinds by way of challenging economic data — some that implies that some eurozone [...]

The post CVIE: Pragmatic Approach for Europe Exposure appeared first on ETF Trends.

The WisdomTree Cybersecurity Fund (WCBR) is higher by 9% for the month ending September 14 and there’s more to that impressive showing than mere strength in the broader technology complex. Cybersecurity exchange traded funds, including WCBR, are back in the limelight due to a pair of large-scale ransomware attacks affecting well-known consumer-facing companies: Caesars Entertainment [...]

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AI has been one of the biggest stories of the year so far. At a time when the earnings narrative had cast doubt on tech investing, AI’s potential lifted the market. Artificial intelligence is more than just hype, however, and will impact sectors as diverse as agriculture, cloud computing, and robotics. For investors looking to [...]

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As the artificial intelligence (AI) investment thesis continues evolving, one benefit accrued by investors will be that it becomes easier to identify winners and losers. That’s already happening, and that parsing could bring implications for select individual stocks and exchange traded funds such as the Invesco QQQ Trust (QQQ) and the Invesco NASDAQ 100 ETF [...]

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