Consumer Discretionary

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As the emerging market grows, a rising middle class and increased spending power could bolster the consumer market. Investors can tap into this expanding area through a targeted emerging market sector-related exchange traded fund. On the upcoming webcast, The Emerging Markets Consumer is Online, Kevin Carter, Founder of EMQQ Index, and Richard Kang, Advisor for […]

First Trust has expanded its line of smart beta exchange traded funds with multi-factor sector plays based on attractive valuations, strong momentum and low volatility to help investors focus on portfolio risk management and improved diversification. First Trust has come out with seven new smart-beta sector ETFs, including: First Trust Nasdaq Bank ETF (NasdaqGM: FTXO) […]

After a multi-year rally, the equities market is trading at elevated valuations. Consequently, investors seeking exposure to stocks may want to consider a smart-beta, multi-factor exchange traded strategy to limit risks and potentially enhance returns. “High Valuations and limited multiple expansion may hinder broad market returns,” Steve Deroian, Head of ETF Strategy at John Hancock […]

The gaming exchange traded fund rallied Thursday as Macau casinos revealed their first positive monthly year-over-year growth since 2014. The VanEck Vectors Gaming ETF (NYSEArca: BJK) rose 2.9% Thursday after slipping 3.1% over the past week. BJK gained 7.1% year-to-date. SEE MORE: Is it too Late to Roll the Dice on the Casino ETF? Macau, […]

Traditional retailers barely eked out a passing grade this earnings season, but online retailers came out with strong second-quarter results, boosting internet-specific and e-commerce-related exchange traded fund plays. Retailers were largely expected to generate a dip in second-quarter earnings year-over-year ahead of the earnings season. Dragging on the sector, recent disappointments include Lowe’s (NYSE: LOW) […]

As the market moves toward the late stages of the business cycle, consumer discretionary stocks and sector-related exchange traded funds could underperform other market segments. So far this earnings season, consumer discretionary stocks were one of two market sectors that were negative for the quarter, according to a Fidelity Investments note. Weighing on the consumer discretionary […]

A restaurant-themed exchange traded funds to capture consumers’ changing preferences and the increased popularity of spending on experiences, like dining out. On the recent webcast, How Your Portfolio Could Bite Into Consumer Spending, Michael Cronan, President of BITE ETF, explained that the consumer discretionary sector is characterized by businesses that are most sensitive to economic […]

Americans’ shifting preferences and desire to spend on experiences, including dining out, could support the consumer services and restaurant industries, along with sector-related exchange traded funds. On the upcoming webcast, How Your Portfolio Could Bite Into Consumer Spending, Samuel Masucci, Founder and CEO of ETF Managers Group, and Michael Cronan, President of BITE ETF, will […]

The dining industry and restaurant-related exchange traded fund may enjoy a strong second-quarter earnings season as lower food costs helped bolster diners’ margins. “Prices were some of the lowest levels in four years,” David Maloni, chief commodity strategist at the American Restaurant Association, told CNBC. “Egg prices are declining… cheese and chicken prices are attractive.” […]

Brick-and-mortar department stores have been struggling for sales, but online outlets are thriving. As people spend more time on the internet, consumers are spending more through online catalogues, supporting the outlook for e-commerce and internet-related exchange traded funds. Standard Chartered Plc research shows U.S. consumers are rapidly moving online, and in-store sales will likely slow […]

More exchange traded fund investors are looking to smart beta or alternative index-based strategies to fill out their investments, and focusing on which targeted factors within the indexing methodology matters when appropriately balancing a portfolio. On a recent webcast, Smart Beta Factors: How Many and What is Ideal?, Joel Schneider, Senior Portfolio Manager and Vice […]

Janus Capital Group expanded its offerings to include four new exchange traded funds that track various health and living-related themes. Janus rolled out The Health and Fitness ETF (NasdaqGM: FITS), The Long-Term Care ETF (NasdaqGM: OLD), The Organics ETF (NasdaqGM: ORG) and The Obesity ETF (NasdaqGM: SLIM). Each fund comes with a 0.50% expense ratio. […]

As the economy improves and consumers begin to spend again, investors can capitalize on the growth through consumer discretionary exchange traded funds. Consumer stocks have benefited from stronger household finances, rising employment and slowly expanding wages. Additionally, the plunge in energy prices, along with lower price tags at the gas pumps, have helped kept more […]

With more consumers turning to online shopping avenues, investors may capitalize on the growing trend through a targeted internet retail or e-commerce exchange traded fund. The Amplify Online Retail ETF (NasdaqGM: IBUY), which began trading April 20, tries to track the performance of the EQM Online Retail Index, which is comprised of global companies that […]

As consumers turn away from brick-and-mortar stores in favor of online outlets, electric commerce-related internet exchange traded funds have outperformed the traditional retail sector. The internet retail sub-industry revealed the highest earnings growth at 143.1% for all 13 retail sub-industries, John Butters, Senior Earnings Analyst at FactSet, said in a note. In contrast, the department […]

Investors could eat up the restaurant industry and sector-related exchange traded fund as the dining sector gains momentum, with Darden Restaurants (NYSE: DRI) revealing better-than-expected earnings. Year-to-date, the Restaurant ETF (NasdaqGM: BITE), a dedicated restaurant-related ETF, rose 3.9%. On Tuesday, Darden Restaurants, which owns a group of dining names like Olive Garden, posted better than […]

The so-called earnings recession may have extended over the first quarter. Nevertheless, exchange traded fund investors may still find opportunities in some sectors that continue to grow. Capital IQ aggregate first quarter 2016 S&P 500 earnings-per-share are estimated to be $26.37, or a 7.5% decline year-over-year, compared to a 4.2% decrease for Q4 2015, Sam […]

Slow and steady value and conservative sectors are leading market gains RPV was best performing non-leveraged ETF across various Morningstar style categories  Close behind was RZV, which like RPV, targets companies exhibiting a value characteristic Since the start of the bull market, we may come to expect growth stocks like biotechnology and technology-sector exchange traded […]

Indian stocks and ETFs jump amid government budget proposal to boost economy $12.9 billion proposed on rural programs such as expanding irrigation projects, crop insurance and village roads ETF investors who are seeking to tap into the developing economies should focus on the potential growth in consumer sectors Indian stocks and country-specific exchange traded funds jumped […]

The market sell-off has dragged on growth stocks. With the Nasdaq recovering, some sector exchange traded funds may surprise investors. While a rebound in growth stocks may cause investors to turn back to the PowerShares QQQ (NasdaqGM: QQQ), which tracks the tech heavy Nasdaq-100, the technology sector may not be the best area to look […]

As we mull over ideas after the market correction, investors should look at targeted markets and exchange traded fund segments to capitalize on potential opportunities. For instance, JPMorgan Private Bank’s Steven Rees singled out the consumer discretionary and health care sectors after the two areas fell off 9% this year, despite delivering positive earnings growth, […]

Exchange traded funds that track some of the worst areas of the year were among the best performers Tuesday as bargain hunters piled into downtrodden sectors. Consumer discretionary and bank stocks were led the advance in U.S. markets on Tuesday. For instance, the PowerShares KBW Bank Portfolio (NYSEArca: KBWB) gained 3.3%, SPDR S&P Bank ETF […]

The earnings season has been disappointing and weighed on investor confidence through one of the worst starts to a new year. Nevertheless, there are some areas that may pull through the malaise, with decent growth propping up the sector-related exchange traded funds. Aggregate fourth quarter 2015 S&P 500 earnings-per-share are expected to fall 4.94% year-over-year, […]

The $3.5 billion First Trust Dorsey Wright Focus 5 ETF (NasdaqGM: FV) has helped exchange traded fund investors target some high-flying sectors, but the momentum strategy recently cut its biotech position for a defensive play. The First Trust Dorsey Wright Focus 5 ETF follows DWA’s relative strength ranking system where sector ETFs are compared to […]

The developing world is showing uneven growth, with countries like Russia and Brazil floundering. Consequently, investors should pick their spots in the emerging markets and pay particular attention to exchange traded funds that track tech-heavy Taiwan, India, China and Korea. The deepening recession in Brazil and Russia have weakened the BRICs – Brazil, Russia, India […]

Retail exchange traded fund investors will be keeping an eye on Amazon (NasdaqGS: AMZN) Thursday as the online retail giant announce its fourth quarter earnings results. A survey of analysts expects AMZN per share earnings of $1.63 on sales of $36 billion, reports JJ Kinahan for Forbes. The holiday fueled quarter has historically been one […]

Investors may be stuck on the negatives as markets trip at the start of the new year. However, there may be some opportunities in consumer-related sectors and exchange traded funds. “Consumer spending and homebuilding look poised for solid growth in 2016,” First Trust Portfolios economists, led by Chief Economist Brian S. Wesbury, said in a […]

As the markets digest fourth quarter earnings results, U.S. markets are expected to fall further into an earnings recession, with S&P 500 companies likely to show decline in profits for the third consecutive quarter. Nevertheless, there some sectors and related exchange traded funds that may pull through. Profits are expected to decline by 7.2% in […]

The El Nino weather phenomenon is throwing a wrench into the normal weather pattern to the dismay of retailers and sector-related exchange traded funds that depend on the seasonal sales boost. While the East Coast is finally experiencing some winter cold, analysts argue that a spike in demand for cold-weather apparel is too little too […]

Rising personal income and consumer sentiment could help goad Americans to open up their wallets, potentially bolstering discretionary stocks and sector-related exchange traded funds. Year-to-date, the iShares US Consumer Services ETF (NYSEArca: IYC) gained 6.0%, Vanguard Consumer Discretionary ETF (NYSEArca: VCR) rose 6.2% and the Consumer Discretionary Select Sector SPDR (NYSEArca: XLY) increased 10.1%. Consumer […]