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Investment guru Warren Buffett and his Berkshire Hathaway (NYSE: BRK.A) partner Charlie Munger are known for buying good companies at fair prices. Exchange traded fund investors can also mimic the investment philosophy through strategies that target companies with wide economic moats or sustainable competitive advantages. Specifically, Munger and Buffett consider every aspect of a business […]

Note: This article is courtesy of Iris.xyz By Rick Kahler The Department of Labor’s groundbreaking new Fiduciary Rule may change the legal responsibilities of advisors who sell financial products for consumers’ retirement accounts. Financial services industry pundits aren’t sure whether the new rule is a giant step in the right direction or a successful dodging […]

Japanese equities bounced Friday, with currency-hedged exchange traded funds leading the charge on a weakening yen, as speculators bet the Bank of Japan will give banks a helping hand. Currency hedged ETFs, which diminished the negative effect of a weaker yen currency, outpaced non-hedged funds, on Friday. For instance, the WisdomTree Japan Hedged Equity Fund […]

Without a Doha accord on an oil production freeze, the markets may suffer through an extended period of low oil prices, potentially causing a ripple effect that could extend to financial sector and U.S. dollar exchange traded funds. “While nothing explicitly has been said, it’s not a far reach to suggest that the production freeze […]

The Italian government and top lenders could come up with a plan for a state-backed fund to mend Italy’s financial sector, bolstering bank shares and country-specific exchange traded funds on Monday. The iShares MSCI Italy Capped ETF (NYSEArca: EWI) rose 1.9% Monday and popped back above its short-term, 50-day simple moving average. The FTSE Italia […]

Financial stocks and sector-related exchange traded funds have been among the worst performing areas of the market so far this year. Bargain hunters seeking a cheap play may want to pass on this area as the industry may not turn around anytime soon. The Financial Select Sector SPDR (NYSEArca: XLF) is still down 5.9% year-to-date, […]

Investors have been sticking to the sidelines over a volatile first quarter This has dragging on ETFs that track investment banks and brokerage firms Wall Street’s busy season is underway, but for bank traders, market activity has been surprisingly tepid Trading activity usually picks up at the start of the year, but investors have been sticking […]

Federal Reserve keeps short-term interest rates unchanged at a range of between 0.25% and 0.5% Fed officials also suggested there will only be two more rate hikes this year Weakening dollar helps bolster commodity assets With the Federal Reserve keeping short-term interest rates unchanged, rate-sensitive exchange traded funds popped while some trades dependent on higher rates […]

Changes to S&P 500 index will affect how people position in REITs ahead S&P Dow Jones Indices stated it would add an 11th sector to its Global Industry Classification Standard Looking ahead, the new GICS classification will also further support the REITs sector Exchange traded fund investors have some exposure to real estate investment trusts […]

Financial sector ETFs maintained momentum Wednesday after stumbling at start of year Global financial sectors also rallied on Wednesday Market observers appear to be pouncing on a sector that has been underperforming in 2016 Despite a relatively tepid Wednesday, financial sector exchange traded funds maintained their momentum as bargain hunters jumped back into an oversold market segment. […]

As the energy sector is bludgeoned by low oil prices, banks and financial sector exchange traded funds could continue to underperform. Banking stocks are among the worst performing areas of the year. Year-to-date, the SPDR S&P Bank ETF (NYSEArca: KBE) fell 16.8% and PowerShares KBW Bank Portfolio (NYSEArca: KBWB) declined 17.3%. Meanwhile, the broader iShares […]

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 […]

Financial stocks and bank sector-related exchange traded funds have been among the worst areas of the market this year, but after the steep declines, investors may find a cheap play. The financial sector is the worst performing S&P 500 sector this year, with the Financial Select Sector SPDR (NYSEArca: XLF) down 17.5% year-to-date. However, some […]

Despite an upbeat earnings season and low exposure to the current round of economic risks, U.S. bank stocks and sector-related exchange traded funds have underperformed, potentially opening up a buying opportunity for value investors. Year-to-date, the SPDR S&P Regional Banking ETF (NYSEArca: KRE) fell 12.6%, iShares U.S. Regional Banks ETF (NYSEArca: IAT) dropped 10.9% and […]

The equities market and stock exchange traded funds retreated in a violent start to a new year. As volatility dissipates, exchange traded fund investors should consider areas where selling may have been overdone. “In our opinion, much of the recent selling has been overdone and, as such, has created some bargains,” Russ Koesterich, Global Chief […]

As the equities market experienced its worst start to a new year, exchange traded fund investors fled growth sectors and jumped into defensive stocks, along with betting on a valuation play. Investors’ eyes are on the tech space this week amid a spate of fourth quarter earnings results, but the technology sector was among the […]

The recent selling has put the markets on edge. Nevertheless, investors can still find ways to navigate the markets. ETF Trends publisher Tom Lydon appeared on CNBC to discuss opportunities in the financial sector and hedging against volatility with long-term Treasuries. Click on the video below to see the full interview. The opinions and forecasts […]

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 […]

Many expected this to be the year that active mutual fund managers would be able to pick and choose their battles and generate alpha for investors. However, active managers continued to underperform benchmarks, bolstering the case for low-cost, passive index-based exchange traded funds. According to Goldman Sachs analysis, only 27% of large-cap core funds beat […]

With the Federal Reserve beginning interest rate normalization, major banks are already jumping on the opportunity to increase prime rates, bolstering their profit margins and potentially supporting financial sector exchange traded funds. On Wednesday, banks including Wells Fargo & Co. (NYSE: WFC), JPMorgan Chase & Co (NYSE: JPM) and Bank of American Corp. (NYSE: BAC) […]

With the Federal Reserve itching to begin interest rate normalization, equity investors can also try to capitalize on a rising rate environment through financial sector-related exchange traded funds. The futures market is pricing in a 81% chance the Federal Open Market Committee will announce a rate hike after its December 16 meeting, reports Jeff Cox […]

Investors interested in positioning their portfolios ahead of changes to major market trends may target specific market segments with sector-specific exchange traded funds. For instance, on the recent webcast, How Well Do Your Know Your Sectors?, David Mazza, V.P. and Head of Research at State Street Global Advisor, pointed out that the utilities sector was […]

All sectors are not created equal. Investors who seek to adapt their investment portfolio to prevailing market trends may target specific areas of market through sector-related exchange traded funds. On the upcoming webcast, How Well Do Your Know Your Sectors?, State Street Global Advisor’s David Mazza, V.P. and Head of Research, Research Strategist Jared Rowley […]

As analysts grow more pessimistic about third quarter earnings results, banks could surprise the markets this week and potentially lift financial sector exchange traded funds. The five largest U.S. banks by market cap are due to report third quarter results this week, with JPMorgan (NYSE: JPM) set to kick things off Tuesday, followed by Goldman […]

State Street Global Advisors has expanded its line of sector exchange traded funds to include two new funds that track financial services and real estate investment trusts, along with cutting the fees on the whole Select Sector SPDR suite. The Financial services Select Sector SPDR Fund (NYSEArca: XLFS) and the Real Estate Select Sector SPDR […]

John Hancock is joining the quickly growing field of smart-beta, index-based exchange traded funds as the money manager launches six multi-factor ETF strategies. According to a press release, John Hancock debuted with six offerings, including: John Hancock Multifactor Large Cap ETF (NYSEArca: JHML), which has a 0.35% expense ratio. John Hancock Multifactor Mid Cap ETF […]

Ahead of the third quarters earnings season, some investors are hedging bets on financial sector stocks and exchange traded funds, hinting at potential weakness in the area as banks underperformed through the near-zero interest rate environment. For instance, one large trader placed a bearish bet against the Financial Select Sector SPDR (NYSEArca: XLF) on Thursday, […]

The recent plunge in oil prices and subsequent underperformance of the energy sector has been dragging on the S&P 500 Index. This last quarter’s revenue growth was -3.4%. If you excluded the energy sector, the revenue growth increased to 1.5%. What If You Could Buy The S&P 500 Without Energy Stocks? Enter the new ProShares […]