Yield-Generating REIT ETFs Can Still Do Well in a Rising Rate Environment

Income-minded investors with a heavy tilt toward real estate investment trusts and related exchange traded funds do not need to worry too much about rising interest rates negatively affecting their REITs positions. “REITs are more than just a fixed series of cash flows. They have some economic sensitivity that can cause them to rise when…

Stocks

ETFs

An ETF to Follow Hedge Fund Managers’ ‘Very-Important-Positions’

In an aging bull market rally, exchange traded fund investors will have to be more meticulous in selecting positions, but they can take cues from a broad array of professional investors and hedge fund managers. On the upcoming webcast, An ETF to Follow Hedge Fund Managers’ ‘Very-Important-Positions’, Candice Tse, Vice President of Strategic Advisory Solutions…

Vanguard Takes Another Swing in Ongoing ETF Fee War

Exchange traded fund investors are winning in the ongoing fee war that has slashed expense ratios in a number of ETF options. The latest round comes from Vanguard as the money manager lowers costs on 68 mutual funds and ETF shares, which represents a cumulative $143 million in savings across 124 fund shares reported for the…

U.S. Stock ETFs Wait on Trump’s ‘Big’ Infrastructure Announcement

U.S. equities and stock exchange traded funds were slightly positive, trading near record levels, as investors optimistically wait on President Donald Trump’s Tuesday address to a joint session of Congress. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ETF (NYSEArca: IVV) and Vanguard…

A Laser Focus on ETF Themes of the Future

Are you worried about growing volatility in 2017? Wondering which companies will benefit if tax reform happens? Struggling to figure out an infrastructure play for your portfolio? Now could be a good time to look up from those near-term issues and consider how a bigger-picture, future-oriented outlook might benefit your portfolio. Consider how innovation is…

A Cautious View on Emerging Markets Bond ETFs

After tumbling immediately following Election Day, the dollar-denominated funds such as the iShares J.P. Morgan USD Emerging Markets Bond ETF (NYSEArca: EMB) have been decent performers this year, but investors may want to review their exposure emerging markets debt. Some market observers are concerned the emerging markets bond trade is becoming a crowded trade. While…

Do Low Interest Rates Support Current High PE Ratio?

By Henry Ma, Julex Capital Management The US stock market has been in a bull run for almost eight years since March 2009. The stock valuation is getting higher and higher as the market continues setting records. Currently, the 12-month trailing price-earnings ratio of S&P 500 companies is traded at 21.1, which is much higher…

Technology

Risk & Reward With the Argentina ETF

The Global X MSCI Argentina ETF (NYSEArca: ARGT) is on fire again. The lone exchange traded fund tracking stocks in South America’s third-largest economy is up nearly 15% year-to-date after ranking as one of 2016’s best-performing emerging markets single-country ETFs. Market observers seem inclined to wager that Argentina’s President Mauricio Macri could mean big changes…

Reduced Spending Could Help Mining ETFs

Exchange traded funds dedicated to mining equities, such as the SPDR Metals & Mining ETF (NYSEArca: XME), have been spectacular performers dating back to early 2016. Reduced costs being incurred by miners could be one reason the sector has soared. XME has been benefiting from rebounding areas of the mining industry that were previously punished,…

Yen ETF Could be Ready for a Rally

The CurrencyShares Japanese Yen Trust (NYSEArca: FXY) is up 3.6% to start 2017, making it one of this year’s best-performing currency exchange traded funds. Some technical analysts believe more upside is coming for the Japanese currency. A depreciating yen is supporting Japanese markets as a weaker currency bolsters the country’s large export industry. Japan currency-hedged…

Harnessing Dividend ETFs Outside the U.S.

Ex-U.S. developed market dividend payers often feature larger yields than their U.S. counterparts, an assertion proven by comparing large- and mega-cap dividend stocks from familiar dividend sectors such as consumer staples, energy, financial services and telecommunications. Low interest rates in the U.S. have sent investors flocking to dividend stocks and exchange traded funds in recent…

Retirement

China Blue Chips Post Worst Day in 2 Months

China's blue chips posted their biggest single-day loss in two months on Monday after the securities regulator vowed to step up its campaign against speculation and hinted about loosening its grip on new share offerings.