By Jeremy Schwartz, CFA, Global Chief Investment Officer 2022 has opened with some shockwaves in the bond market and cascading volatility in the equity markets, particularly among the market’s mega-growth names. The macro environment is one we have discussed frequently in the blog—elevated inflation pressures are causing the Fed to start tightening policy. Last November, we published an interview and podcast [...]

The post A Timely Opportunity for Managing Volatility appeared first on ETF Trends.

By David Semple & Oksana Miller The VanEck Emerging Markets Fund (the “Fund”) returned -8.07% during the fourth quarter of 2021, underperforming its market index benchmark, the MSCI Emerging Markets Investable Market Index (“MSCI EM IMI”), which returned -0.98% for the same period. Continued regulatory and property market concern in China and the significant impact [...]

The post Emerging Markets Outlook for 2022—Selectivity is Key appeared first on ETF Trends.

By Jeremy Schwartz, CFA & Matt Wagner, CFA In our view the most important market issue this year, aside from the coronavirus, is inflation. The market has started pricing in three hikes from the Federal Reserve to combat inflation. We think there is upside risk to these rate hike forecasts. Our Senior Investment Strategy Advisor, Jeremy Siegel, is the most [...]

The post The Most Important Charts for 2022 appeared first on ETF Trends.

By Tom Butcher Director of ESG Van Eck Associates Corporation Sustainable investing is an approach to investing that, alongside financial results, may also seek to drive positive environmental, social or governance (ESG) outcomes. It incorporates ESG factors and risk considerations when making investment decisions while often also aligning investment opportunities with investors’ values. Environmental criteria include energy [...]

The post Investing Today for a Brighter Future appeared first on ETF Trends.

By Kevin Flanagan Head of Fixed Income Strategy Follow Kevin Flanagan @KevinFlanaganWT One week into the new year and the money and bond markets have wasted no time generating headlines, with yield levels rising essentially across the spectrum of Treasury (UST) maturities. Sometimes investors are left searching for answers for these type of quick and sizeable rate movements, [...]

The post Is Early Lift-Off a “Four”Gone Conclusion? appeared first on ETF Trends.

By Natalia Gurushina Chief Economist, Emerging Markets Fixed Income Strategy Van Eck Associates Corporation Is Russia/Ukraine bond selloff affecting other markets in the region? Or are there other factors at play? Russian and Ukrainian bonds extended their selloff today, which is completely logical given the escalation of the conflict between the two countries and the [...]

The post Invasion, Contagion or Inflation? appeared first on ETF Trends.

VanEck® Inflation Allocation ETF (RAAX®) Rising prices and inflationary fears have been driving interest in hedging against growing inflation. Investors can look to the VanEck Inflation Allocation ETF (RAAX), which primarily invests in assets that may benefit from higher inflation, as a means to position against the pernicious effects of an inflationary environment. A combination of active [...]

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By Jeremy Schwartz, CFA & Matt Wagner, CFA Two questions often come up about our capital-efficient family of ETFs: “How do I use these in a total portfolio context?” and “When will they break down or underperform/disappoint investors?” These two questions are related. How one uses capital-efficient strategies in a portfolio will dictate when things go wrong. [...]

The post When Do Capital-Efficient Strategies Disappoint? appeared first on ETF Trends.

ETFs and mutual funds have become an increasingly popular means of gaining exposure to municipal bonds. These funds offer investors convenient, diversified access to broad and targeted municipal markets. VanEck’s municipal income ETFs offer investors the ability to exercise control over their portfolio yield, duration, and credit exposure at different points in the interest rate cycle. [...]

The post Municipal Bond ETFs – Expect More from Your Munis appeared first on ETF Trends.

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.

The post Main Management Market Note: January 14, 2022 appeared first on ETF Trends.

Energy ranked supreme as advisors speculated on the ETF theme that will top the ranks in popularity this year. 31.3% of advisors surveyed expect energy to be the dominant theme of 2022, trailed by disruptive technology, blockchain/DeFi, and then crypto, according to “ETFs 2022.” (Date: Jan. 5, 2022. Sample size: 2,039 respondents, 8.4% RIAs.) The [...]

The post Advisors Expect Energy to Be a Top Theme in 2022 appeared first on ETF Trends.

Over the past 25 years, retirement reforms in the U.S. tried to encourage savings among low- and moderate-income Americans, but these policies may have disproportionately benefited wealthy and high-income earners. In a recent research paper, “The Great American Retirement Fraud,” University of Virginia Law Professor Michael Doran argues that the retirement-reform road map undertaken by [...]

The post Retirement Reforms May Not Have Benefited the Intended Target appeared first on ETF Trends.

The BRICs — Brazil, Russia, India, and China — were coined 20 years ago and have been the prevailing engines of emerging markets growth over the past few decades, but as these economies mature, the phenomenal growth witnessed yesteryear is starting to slow down. Nevertheless, a new group of developing countries in Asia could take their place — [...]

The post Forget China; How to Get Exposure to the Fastest-Growing Asian Emerging Markets appeared first on ETF Trends.

Coinbase is in the process of purchasing FairX, a Commodity and Futures Trading Commission-regulated exchange that offers derivatives, reports Blockworks. The move will enable the company to offer derivatives trading in the intermediate with long-term goals of eventually offering crypto derivatives. The move follows the company’s goals of diversifying its revenue sources; the crypto exchange has [...]

The post BITQ Captures Coinbase’s Expansion in Futures Exchange Acquisition appeared first on ETF Trends.

Exchange traded fund strategies that track environmental, social, and governance, or ESG, principles could be a good way for investors to diversify their core investment portfolios. Todd Rosenbluth, head of ETF and mutual fund research at CFRA, pointed out that investors in ESG-focused ETFs should be pleased with how they performed in 2021, Barron’s reports. [...]

The post ESG ETFs Could Be Great for Your Core Investment Portfolio appeared first on ETF Trends.

Technology stocks and the growth style have been hammered, with the Nasdaq Composite Index close to official correction territory. However, this recent selling could be a good opportunity for investors to take another look at the Nasdaq and related exchange traded funds. The Invesco QQQ Trust (QQQ), which follows the tech-heavy Nasdaq-100 benchmark, has declined [...]

The post Looking at the Nasdaq ETFs as a Contrarian Play appeared first on ETF Trends.

Gambling sector-related exchange traded fund stood out from the pack on Friday, with Las Vegas Sands (LVS) and Wynn Resorts (WYNN) surging, after Macau clarified rules on casino licensing. The VanEck Vectors Gaming ETF (NasdaqGM: BJK) increased 1.6% on Friday. Meanwhile, Las Vegas Sands Corp shares jumped 10.7% and Wynn Resorts shares surged 6.5%. BJK [...]

The post Gambling ETF Jumps as Macau Clears Up Licensing Rules appeared first on ETF Trends.

Inflation and rising rates have markets beginning to pivot from the high valuations of growth stocks and towards value stocks, which typically perform better in high inflation environments. Flows in the first two weeks of January reflect this, with outflows from growth ETFs and inflows into value; value ETFs have taken in approximately 10.6% of [...]

The post Looking for Value? KSCD Offers Value With Quality appeared first on ETF Trends.

This season of “The Switch” is focused on how transparency can impact an organization’s success. Thomas Hartmann-Boyce, client portfolio manager with ARK Invest, is joined by ETF Trends’ CEO, Tom Lydon, to discuss the ARK Transparency ETF (CTRU). Lydon opens the discussion by acknowledging the different approach for CTRU from ARK’s standard active, high-conviction thematic [...]

The post 502: The ARK Transparency ETF CTRU | “The Switch” With ARK Invest appeared first on ETF Trends.

Amid a period of market turbulence, the Invesco S&P 500® Equal Weight ETF (RSP) has taken in nearly $1 billion in net new assets during the first two weeks of the year as investors plow into equal-weighted strategies. During the first nine trading days of the year to date, RSP has seen days in which [...]

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