There has been a lot of discussion concerning the investment landscape, thanks to segments found in the latest “In the Know” quarterly series.
ETF Trends, the NYSE, and J.P. Morgan Asset Management have done plenty to delve into analysis concerning late-cycle investment opportunities and risks that arrive with the recent market volatility.
With ETF Trends CEO Tom Lydon joined by industry experts Doug Yones, head of exchange traded products at NYSE, Sam Stovall, Chief Investment Strategist at CFRA Research, and Josh Rogers, Beta Specialist at J.P. Morgan Asset Management, there was plenty to go over.
Josh Rogers spoke on the trends seen in the second half of the year, in addition to what the best plans were for portfolios.
“People have had a really good go in technology over the last couple of years. That’s been one of the strongest running sectors, right? But what we’re also seeing with the growth tilt in portfolios is actually a low-quality bias.”
There was also thoughts on fixed income, and the difference emerging markets have made, given potential volatility. Rogers put some focus on the JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) as an example, explaining the credit exposure for clients.
Lydon’s discussion with Doug Yones focused on the top trends in YTD ETF flows, given the headline news fixed income has been making.
Yones explained how these side investments have been turned into ones spread across an entire portfolio.
He further spoke on the concerns regarding the liquidity and fixed income, and how all the math checks out to dispel any of those thoughts.
“This could be a turning point for active managers to enter the ETF industry.”
Sam Stovall spoke on how to keep up to date in a late-cycle market. Given the decade long economic expansion, it’s bound to end at some point, but there are ways to stay ahead.
Considering trade tensions with China, Stovall was also able to explain which sectors tend to hold up, while also noting relatively underpriced areas and their possible future outlooks.
“These are areas that have not done that well since Wall Street has started to price in the prospects of a beginning of a new rate easing cycle. But our feeling is their day will come.”
Stovall also spoke on multi-factor strategies becoming more prevalent in the marketplace, which falls in line with how ETFs handle a lot of the stress for investors.
Each of these segments expanded on all of these various topics, with Lydon and his market experts providing plenty of useful knowledge.
To watch the entire latest “In the Know” show, click here.