By Natalia Gurushina Chief Economist, Emerging Markets Fixed Income We are seeing some EM “green shoots” in the predominantly negative global growth dataflow. Can EMs buck the DM trend for much longer? Global Growth Outlook The global growth dataflow remains predominantly negative, adding to recession concerns. A surprising drop in Germany’s business expectations survey reminded that Europe’s gas/growth story has [...]

The post Global Growth – Curb Your Enthusiasm? appeared first on ETF Trends.

By Liqian Ren Director of Modern Alpha China will be a headline in the U.S. for the coming decades, as its top strategic competitor. Let’s detangle various aspects of this competition. First, politics is the elephant in the room. China’s political system is highly state dominated, but significantly less than it was 50 years ago when President [...]

The post China’s Economy, Geopolitical Risk and Zero Covid Policies appeared first on ETF Trends.

By William Sokol Senior Product Manager With higher relative yields, a history of strong risk-adjusted returns, and protection against rising rates, we believe this is a great time to make a strategic allocation to CLOs. Collateralized loan obligations (CLOs) have historically offered many benefits that make them attractive relative to other fixed income investments like leveraged loans, high [...]

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By Eric Fine Portfolio Manager, Emerging Markets Fixed Income As we explained in our April update, we believe that weaker growth is still not fully priced into the market. Since then, our stance has not changed. While higher policy rates were largely priced into the 2-year Treasury, which is at 5-year highs, the 30-year Treasury [...]

The post EM Early to Tightening Party appeared first on ETF Trends.

We’re almost halfway through 2022, and so far gold has been the big winner after oil, coal and other commodities. The yellow metal has managed to stay positive since the start of the year, skirting pressure from surging yields and a strong U.S. dollar. Meanwhile, nearly every other asset class—from large-cap and small-cap equities to [...]

The post Gold Has Held Up Nicely Against A Strong Dollar And Surging Bond Yields appeared first on ETF Trends.

By William Sokol Senior Product Manager We explore how CLOs are structured—including their “built-in” risk protection and how they compare to other fixed income instruments—in this Q&A. Collateralized loan obligations (CLOs) have been gaining wider prominence in markets in recent years. CLOs have historically offered a compelling combination of attractive yield relative to similarly rated [...]

The post CLOI: Question and Answer appeared first on ETF Trends.

Financial sector-related exchange traded funds surged Friday after some of the biggest U.S. banks passed the Federal Reserve’s annual check-up. The Financial Select Sector SPDR (NYSEArca: XLF) increased 3.8% on Friday. Among the 34 lenders that were put under the Fed’s stress test, Wells Fargo & Co (WFC) was the biggest winner, rising 7.6%, Reuters reported. [...]

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Travel sector-related exchange traded funds rallied Friday after Carnival Corp (CCL) provided positive guidance with increased occupancy rates and rising revenue ahead. On Friday, the Defiance Hotel Airline and Cruise ETF (CRUZ) increased 5.3% and the SonicShares Airlines, Hotels, Cruise Lines ETF (NYSE Arca: TRYP) gained 4.3%. Meanwhile, Carnival Corp. shares jumped 11.8%. Other sea cruise [...]

The post Cruise Line Industry ETFs Are Making Waves appeared first on ETF Trends.

U.S. equities and stock exchange traded funds surged Friday on signs that the recent slowdown in economic growth and dip in commodity prices could help tone down an overly aggressive Federal Reserve interest rate hike outlook. On Friday, the Invesco QQQ Trust (NASDAQ: QQQ) increased 2.6%, the SPDR Dow Jones Industrial Average ETF (NYSEArca: DIA) advanced 2.1%, [...]

The post U.S. Stock ETFs Rally on Hopes of a Less Aggressive Fed appeared first on ETF Trends.

Cybersecurity remains a growing threat for businesses, and the U.S. Securities and Exchange Commission has taken note. With increased attention from major regulators, the space looks to continue thriving as cybersecurity needs only grow for companies and could be an area of opportunity for investors. The commenting period recently closed on proposed amendments by the [...]

The post Through Volatility, Cybersecurity Investments Could be an Opportunity appeared first on ETF Trends.

Active management has become a growing force, with nearly 60% of the ETFs launched last year being actively managed. Some relatively new ETFs combine the ever-increasing demand for environmental, social, and governance initiatives with security selection that have the potential for outperformance and greater transparency. In the upcoming webcast, The Active Advantage For Environmentally Conscious [...]

The post The Active Advantage For Environmentally Conscious ETF Strategies appeared first on ETF Trends.

Bearish sentiments and charts have been circulating the media. We thought we would share this table from Invesco that displays the returns of the S&P 500 following a recession. Historically, the S&P has returned an average of 15.3%, 40.1%, and 78.7% on a 1-year, 3-year, and 5-year respective basis. Astoria indicated in April of this [...]

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By Veronica Fulton, Research Analyst The key question on everyone’s mind is – “Is this the bottom?” It is no secret that based on some indicators – most notably the S&P 500 being more than 20% below its all-time high – we have experienced a significant market correction. History tells us corrections offer an opportune time [...]

The post Have We Reached the Bottom? 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: June 24, 2022 appeared first on ETF Trends.

Retirement needs are a concern across the gender spectrum for working-age individuals, but with different age expectancies and different pay scales, female clients can have a vastly different retirement income outlook than their male counterparts. The average life expectancy for women in the U.S. is 81, with many living on into their 90s, but for [...]

The post Gender Differences Matter When it Comes to Retirement Planning appeared first on ETF Trends.

The CEO of Exxon Mobile, Darren Woods, wants a higher carbon tax that would benefit his company and others like it that are working to create carbon capture technologies, reported CNBC. Woods sees direct air capture technologies as the ultimate solution to emissions because of their ability to pull carbon from the atmosphere, and Exxon [...]

The post Exxon Wants a Higher Carbon Tax: This Fund Would Benefit appeared first on ETF Trends.

With rates going up to the highest levels they’ve been in a long time, Edward Rosenberg, senior vice president and head of exchange traded funds for American Century Investments, thinks “there’s probably a better way to gain exposure to the fixed income market instead” of through the Bloomberg U.S. Aggregate Bond Index. Speaking with VettaFi’s [...]

The post American Century’s Sandra Testani: “Active Management Is Really Critical in The Fixed Income Markets” appeared first on ETF Trends.

Coinbase plans on launching a new crypto derivatives product aimed at retail traders. Coinbase Derivatives Exchange, formerly FairX, will launch its product on June 27th: Nano Bitcoin Futures (BIT). This is the first product of its kind and would provide retail traders with hedging options. Coinbase is awaiting regulatory approval on its own futures commission [...]

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By Dr. David Esch Due to the fluctuating nature of the economy, present market conditions can prompt investors to wait for a better time to invest, theorizing that waiting until after an economic downturn – whether a recession, government shutdown, or pandemic – will ensure a greater return on investment. In reality, waiting for a favorable market scenario [...]

The post Any Time is the Right Time to Start Investing appeared first on ETF Trends.

The EMQQ Index, which EMQQ Global’s Emerging Markets Internet & Ecommerce ETF (NYSE Arca: EMQQ) tracks, has increased to 135 constituents as part of its latest rebalance, adding 19 companies and dropping 14. While the largest addition was Chinese internet firm Kanzhun Ltd., most of the new additions came from outside China, with roughly 90% of the [...]

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