ETF Trends publisher Tom Lydon spoke with Brian Diessner, Senior VP & Head of Sales, Global X, at Inside ETFs conference that ran Jan. 22-25, 2017.
Diessner discussed ESG investing and why advisors are excited about it.
Build a Portfolio to Capitalize on Long-Term Trends
For the past eight years, investors have enjoyed the rewards of portfolios with broad U.S. equity and fixed-income exposure, but it may be time to alter that approach. U.S. equity valuations are at or near their peak—forward price-to-earnings ratios are about 20% higher than their historical 10-year average—and with bond yields gradually on the rise, trouble may be ahead for traditional fixed-income investments.
How can investors position themselves to achieve their portfolio goals when both major asset classes have worrisome characteristics? Invest with intention: Seek investments or strategies that hone in on specific results, whether that’s growth, income or alignment with one’s personal values.
Click here to read the full story on ETF Trends and NYSE’s exclusive 2017 Market Outlook Channel.