In the separate accounts space, advisors can choose from a number of exchange traded fund managed portfolios. The up-and-coming class of ETF strategists offer a variety of styles, such as gauging short-term market risk to select tactical allocations.
ETF Trends’ Tom Lydon recently sat down with Neil Peplinski, Managing Partner at Good Harbor Financial LLC, to discuss the ETF Strategist’s business and areas that show favorable risk premiums.
“If we can make a read on [risk premium], we can generally try to get some value out of making a shorter term forecast,” Peplinski said.
Currently, without any clear direction in the U.S. markets, Pelinksi points to better opportunities abroad, specifically in the emerging markets.
“The emerging markets, surprisingly, by our model tends to look like a more favorable environment for risk premiums,” Peplinski added. “We certainly see some lackluster performance in EM over the last 12 to 18 months. Our view through our risk premium lens is that’s maybe looking like an opportunity right now.”
Watch the video below to see the full interview with Neil Peplinski.
To view past video interviews, visit our video section.