Innovation in ETF Strategies and Client Implications

The adage of “change is the only constant” is certainly applicable to the exchange-traded fund (ETF) space. As the number of ETFs continue to grow at a rapid pace, it opens up the arena for innovation in order for issuers to discern themselves and their products from the masses. In the latest update of “In The Know,” Yasmin Dahya, Executive Director, Head of Americas Investment Specialist Team, Beta Strategies Group at J.P. Morgan Asset Management, discusses how current market trends are making the ETF space rife for innovation. Thinking Beyond…

Rockefeller Foundation Move Signals Sign of the Times for ESG

The name “Rockefeller” is one that is synonymous with oil, and the Rockefeller Brothers Foundation’s move to fight climate change is a prime signal that shows the sign of the times–going green could supplant the profits of black gold from a societal perspective. With a history of building generational wealth through oil, the foundation is also pushing hard to fight climate change. “Given how important oil was to building the family’s long-term success and fame, one might assume that Rockefeller foundations do not shy away from investments in the energy…

Hitting a Home Run With The ‘RAAX’ ETF

The price of gold is lingering under $1,300, but the latest decision to keep rates unchanged could help exchange-traded funds (ETFs) that allocate to real assets like the VanEck Vectors® Real Asset Allocation ETF (NYSEArca: RAAX). RAAX uses a data-driven, rules-based process that leverages over 50 indicators, including technical, macroeconomic and fundamental, commodity price, and sentiment. Using this data, it allocates across 12 individual real asset segments in five broad real asset sectors. The aforementioned indicators identify the segments with positive expected returns. Using correlation and volatility, an optimization process determines the…

Get the Best Exposure to China With These 2 ETFs

In certain aspects, heading overseas for vacation purposes is a lot like investing overseas–both require a lot of planning, especially given the vast array of opportunities. That’s where the assistance of market experts like Luke Oliver, Head of U.S. ETF Capital Markets for DWS help make planning for international investing a lot simpler, particularly if you’re looking at China. During a media call, Oliver offered his thoughts on how investors can best navigate the international markets given the number of challenges on the horizon, such as slowing global growth. Most…

Tom Lydon on Yahoo Finance Live: SPY, Health Care, EM, and What to Avoid

As the capital markets were digesting a mixed salad of corporate earnings on Tuesday, there have been some notable entrees investors have been feasting on thus far in 2019. For exchange-traded fund (ETF) investors, the SPDR S&P 500 ETF (NYSEArca: SPY) has been a dietary staple for many years. After posting $4.1 billion of outflows during the first quarter, SPY, the largest ETF that tracks the S&P 500, attracted more than $5.3 billion of inflows to start the second quarter. It’s a trend that manages to keep persisting, but why the continuous…