ETFs Provide Compelling Implementation Vehicles for Sector Rotation strategies
The game hasn’t changed, but better tools may yield better outcomes By Hafeez Esmail, Main Management Among asset management teams there is a…
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Higher Nominal GDP Paves the Way for Average Hourly Wages
By the same token it is also likely to lead to Higher Interest Rates By J. Richard Fredericks, Main Management The economy bottomed…
The Public’s View of After-Tax Corporate Profit Margins
A commonly held erroneous viewpoint may cast a long shadow on public debate By J. Richard Fredericks, Main Management A poll was taken…
A US Corporate Tax Cut May Spur Worldwide Growth
European nations appear concerned about the competitive advantage America may regain By J. Richard Fredericks, Main Management If one believes, as we do,…
Corporate Tax Cut Could be a Game Changer for Manufacturing
How the proposed Tax Cut may significantly change the investment appeal of America By J. Richard Fredericks, Main Management Although there will undoubtedly…
Do Emerging Markets Have Another Booster Rocket?
Solid Fundamentals Support the Strong Performance and May Help Sustain Future Gains By J. Richard Fredericks, Main Management Through the end of the…
“It’s the Spending, Stupid” (With Apologies to James Carville)
How budget shortfalls might best be addressed By J. Richard Fredericks, Main Management As Congress comes back from their recess, they will have…
Are Auto Loans the New Subprime Systemic Risk?
As clouds gather over the formerly surging auto sector, consider steering away. By J. Richard Fredericks, Main Management AUTOMOTIVE TRENDS COULD BE A…
What Obamacare Challenges May Mean for Health Care ETFs
Increased number of insured has translated into higher premiums and greater insurer exits By Richard Fredericks, Main Management The Department of Health…
Tax Reform? ETFs Potentially in Play
The stock market is up after Trump’s election as “animal spirits” were initially aroused with the promises of a repeal and replacement of Obamacare, a tax reduction, a large infrastructure program, and a lighter regulatory burden.