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The smaller companies and small-cap exchange traded funds (ETFs) are beginning to pull ahead. Over the past week, the Russell 2000 Index rose 3.4% while the S&P MidCap 400 Index gained 3.2% and S&P 500 added 2.1%. The small-cap segment has been gaining momentum in recent months, jumping on the risk-on sentiment after the Fed […]

Middle-capitalization stocks are outperforming this year, and investors can also target the mid-cap segment through related exchange traded funds. The middle capitalization category has also outperformed, with the S&P 400, a benchmark for mid-cap companies across the U.S., up 5.9% this year, compared to the 2.5% increase in the S&P 500 and 0.5% gain in […]

Developed markets have led the charge, with the U.S. experiencing multi-year rally, but now, investors may be turning to developing economies and emerging market-related exchange traded funds in search of untapped opportunities. We are beginning to see a shift to emerging market assets. After an encouraging first quarter, emerging market equities experienced inflows for the […]

A recently launched social media insights exchange traded fund (ETF) provides investors with a social momentum strategy that harnesses insights from big data mined from media outlets. On a recent webcast, The Social Media Index: Today’s Market Sentiment Indicator, Jeremy Held, Director of Research & Investment Strategy at ALPS Portfolio Solutions, explained that the Sprott […]

A rising interest rate environment will weigh on fixed-income portfolios. Bond traders do not need to sacrifice yield-generation to diminish rate risk. Instead, investors can look to rate-hedged or zero-duration bond exchange traded funds. A relatively new breed of interest rate-hedged, zero duration ETFs hold long-term bonds, but they will simultaneously short Treasuries or Treasury […]

Social media has become an ingrained facet of everyday life, reflecting people’s various opinions on the spot. As a way to harness the freely available information, a new exchange traded fund strategy hones in on online investment discussions and identifies trending stocks. On the upcoming webcast this Tuesday, The Social Media Index: Today’s Market Sentiment […]

Oil prices are rebounding, with the fundamental outlook improving. As more return to the energy play, investors can consider a broad energy infrastructure exchange traded fund. On the recent webcast, High Quality MLP Strategy: Understanding the Benefits of Pipeline ETF, Brian Sulley, Vice President of Tortoise Capital Advisors, projects that oil demand will grow in […]

Peruvian equities and country-specific exchange traded fund investors breathed a sigh of relief as a recent ruling helped ease fears that MSCI indexing would downgrade the emerging market to frontier status. The iShares MSCI All Peru Capped ETF (NYSEArca: EPU) gained 2.8% Friday. Peru has also been one of the best performing emerging market this […]

As the markets slow down from a multi-year bull rally, investors can turn to smart beta exchange traded funds to navigate uneven growth and potential hurdles ahead. On the recent webcast, J.P. Morgan’s Market Outlook and ETF Strategy for 2016, Andrew D. Goldberg, Managing Director and Global Market Strategist at J.P. Morgan Funds Management, helped […]

Volatility is a reoccurring hurdle that has weighed on investment portfolios. However, investors can utilize disciplined smart-beta index based exchange traded funds (ETFs) as a way to better control the risks. On a complimentary upcoming webcast this Thursday, J.P. Morgan’s Market Outlook and ETF Strategy for 2016, Jillian DelSignore, Executive Director and Head of ETF Distribution […]

Exchange traded funds (ETFs) that implement smart-beta strategies help investors move away from traditional market-cap methodologies to generate better returns without paying for the high costs associated with an active manager. On a recent webcast, How Smart Beta is Getting Smarter and Why Advisors Should Pay Attention, Eric Shirbini, Global Product Specialist at ERI Scientific […]

Exchange traded funds (ETFs) are an investment vehicle that basically reflects an investment on a group of underlying securities. Consequently, many have looked at the net asset value, or NAV, as a good indicator of what an ETF is worth. However, the NAV is not as binding as one might think. Dave Nadig, Director of […]

Smart-beta or alternative index-based exchange traded fund (ETF) strategies have quickly gained traction among financial advisors and investors seeking to enhance portfolio returns or smooth out their investment ride. On a complimentary webcast this Thursday, How Smart Beta is Getting Smarter and Why Advisors Should Pay Attention, Eric Shirbini, Global Product Specialist at ERI Scientific Beta, […]

After enjoying a multi-year bull run, equities may be in for greater volatility ahead. Nevertheless, exchange traded fund (ETF) investors can still keep their toe in stock market but hedge against large drawdowns through a low-volatility strategy as a way to potentially generate steadier returns over the long run. While not as glamorous as high-flying […]

A slew of poor earnings results from the biggest tech names, with the latest lackluster results from Apple (NasdaqGS: AAPL), have dragged on the technology sector. However, an equal-weight tech-related exchange traded fund has been holding up surprisingly well. Following Apple’s earnings miss after the close Wednesday, the Guggenheim S&P Equal Weight Technology ETF (NYSEArca: […]

More are beginning to align personal beliefs with their investments through exchange traded funds that adhere to socially responsible investing. For instance, investors seeking to invest in companies that have a smaller impact on the global environment would typically follow characteristics described under sound ESG or environmental, social and governance principles, such as the SPDR […]

Technology-related exchange traded funds that follow the traditional market capitalization-weighted methodology are under pressure as two tech giants fell sharply on lackluster first quarter earnings. Google parent company Alphabet Inc. (NasdaqGS: GOOGL) revealed adjusted earnings per share last quarter total $7.50, missing analysts’ target of $7.96, with $16.47 billion in revenue also under estimates, reports […]

ALPS Advisors and Sprott Asset Management have come together to launch a new exchange traded fund that targets companies on their public perception and buzz on social media platforms. The recently launched Sprott BUZZ Social Media Insights ETF (NYSEArca: BUZ) tries to reflect the performance of the BUZZ Social Media Insights Index, which identifies U.S. […]

Market cap-weighted emerging market funds are overexposed to a small group of developing economies and heavy on some segments of the market. Alternatively, investors may consider a smart-beta exchange traded fund offering that could provide a more balanced approach to country and sector weights. For instance, the Legg Mason Emerging Markets Diversified Core ETF (NasdaqGM: […]

With international equities bouncing back, exchange traded fund investors seeking to diversify into overseas markets should also consider the potential currency risks associated with foreign investments. On the upcoming webcast, Currency – Hedging Matters: Simple ETF Strategies, Robert Bush, ETF Strategist at Deutsche Asset Management, Scott Kubie, Chief Investment Strategistat CLS Investments, and Kize Behrends, […]

Each week ETF Trends publisher Tom Lydon sits down for “ETF of the Week” for MarketWatch on Chuck Jaffe’s MoneyLife Show where he highlights big movers and disappointments among exchange traded funds. This week, he looked at the ProShares Russell 2000 Dividend Growers ETF (BATS: SMDV). SMDV may be a better way to access the small-cap category as the fund […]

Elevation ETF Trust, a recent entrant to the exchange traded fund space, has made its debut with a fund that combines three popular themes to bolster shareholder value. The recently launched Dhando Junoon ETF (NYSEArca: JUNE) combines quantitative analysis with core value investing principles to potentially diminish volatility and beat the S&P 500 over the […]

Bolstering the case for passively managed exchange traded fund as a good way for investors to tap into the equities market, active stock fund managers just experienced one of their worst quarters in almost two decades. Less than one in five large-cap funds outperformed the benchmark S&P 500 Index, the lowest number of beats since […]

J.P. Morgan Asset Management has unveiled two new currency-hedged exchange traded fund adaptations of its Diversified Return Europe and International Equity offerings. The JPMorgan Diversified Return Europe Currency Hedged Equity ETF (NYSEArca: JPEH) and JPMorgan Diversified Return International Currency Hedged Equity (NYSEArca: JPIH) began trading Monday, April 4, according to a press release. Both JPEH […]

Slow and steady wins the race. Investors seeking an exchange traded fund strategy that can produce attractive risk-adjusted returns over the long haul should take a look at the low-volatility theme. “Imagine a race between a speedy, boastful hare and a steady, quiet tortoise,” Andrew Ang, Head of BlackRock‘s Factor Based Strategies Group, mused in […]

One of the leading index providers is once again looking into adding Chinese A-shares into its developing market benchmark, potentially raising the China exposure of a popular emerging market exchange traded fund play. MSCI Indexes issued a new “inclusion roadmap,” a consultation paper for client feedback, to include Chinese A-shares in its Emerging Markets Index […]

As people diversify their portfolios in light of an ongoing low-yield environment, investors may want to take a look at exchange traded funds that track small- and mid-cap dividend growth strategies to potentially generate better risk-adjusted returns. On the recent webcast, Dividend Growth: Compelling Opportunities Beyond Large Caps, Simeon Hyman, Head of Investment Strategy at […]

John Hancock has filled out the gaps in its smart-beta exchange traded fund suite with five new sector-specific ETFs backed by Dimensional Fund Advisors’ research-based factor investing. According to a press release, John Hancock’s new funds include: John Hancock Multifactor Consumer Staples ETF (NYSEArca: JHMS) John Hancock Multifactor Energy ETF (NYSEArca: JHME) John Hancock Multifactor […]

Principal Funds, a relatively new player in the exchange traded fund game, has debuted two new smart-beta or alternative index-based ETFs. One targets firms that offer inelastic goods or have substantial pricing power while the other fund focuses on companies that return value to investors. The Principal Shareholder Yield Index ETF (NasdaqGM: PY) and Principal […]

Investors looking for a long-term investment option may do well with a smart-beta exchange traded fund strategy that focuses on innovative companies that actively look for the next big thing. On the recent webcast, Knowledge, the “Super Factor” for Buy-and-Hold Investors, Steven Vannelli Managing Director and Chief Investment Officer of Gavekal Capital, helps explain the […]