Each week ETF Trends publishes news, commentary and strategist stories surrounding the world of ETFs.
Here’s a look at the Top 5 Strategist Stories of the Week for April 4-8:
We have seen and heard a lot of discussion about the current “earnings recession” and it sounds like really bad news for the stock market.
Depending on which measurement of S&P 500 earnings per share (EPS) is utilized, comparisons have been negative for the past two to four quarters as Q4 2015 EPS will finish around -3.6% year over year. This meets the common “recession” definition of two or more quarters of negative growth. Read more >>
Factors, multi-factors, smart beta, strategic beta, and whatever else you want to call non-market-cap-weighted investing is everywhere.
I don’t think it is plausible to go one week without hearing mention of smart beta if you work anywhere near ETFs. As the ETF industry (and even some mutual funds and stock pickers) expands the menu of smart beta options, some users of traditional market cap products may feel ostracized by the smart beta movement. Read more >>
All approaches to Risk-Managed Investing (RMI) have a cost of some sort.
This cost typically presents itself as a drag on performance during periods when, in retrospect, downside protection isn’t needed. We sought to develop an objective way of measuring how high this cost could be before it exhausts the benefits of RMI. Read more >>
Value is an engrained investment methodology loyally followed by many with varied methods of measurement (e.g. P/B, P/E, P/Cf). Simply, value represents the undervalued stocks in a given universe and is historically recognized as having a slice of the investment marketplace. Growth is value’s counterpart and in most cases they do not overlap. Read more >>
In the most recent Gross Domestic Report (GDP) report, corporate profits plunged.
The overall decline in profits was $153 billion in Q4, although some of this drop was due to an $83 billion settlement that BP had with the government over the 2010 Gulf of Mexico oil spill. Read more >>
Meet Our ETF Strategist Partners:
- Astor Investment Management
- Beaumont Capital Management
- Clark Capital Management Group
- CLS Investments
- Confluence Investment Management
- Efficient Market Advisors
- Giralda Advisors
- Hillswick Asset Management
- Horizon Investments
- Innealta Capital
- Lunt Capital Management
- Main Management
- Newfound Research
- Nottingham Advisors
- Pinnacle Advisory Group
- RiverFront Investment Group
- Stadion Money Management
- Stringer Asset Management
- Sage Advisory
- Swan Global Investments
- TOPS/Valmark Advisers, Inc.