Digging into Lower Volatility Large-Cap Funds
After a strong start to 2018 in January, February has served as reminder to fund shareholders that what goes up can also…
SPLV
Building Portfolios in 2018: Passive, Active, and Active-Passive
By John Lunt, Lunt Capital In an investment framework dominated by mutual funds, the “active” and “passive” distinction was clear. Passive mutual…
Smart Beta ETFs Have Helped Investors Enhance Portfolios for Years
Smart beta ETFs are beginning to draw a lot attention from investors and traditional fund providers alike, but the smart beta concept…
Why Smart Beta ETFs Will Likely Gain More Traction in 2018
By Todd Rosenbluth, CFRA While much of the new money pouring into equity ETFs in 2017 has been to the broad, market-cap weighted…
Low Volatility ETFs: Are They Actually Safer?
Investors who have jumped into low volatility equity ETFs believing that they’d get market returns at a fraction of the risk might…
Assessing the Safety of Low Volatility Investing
Among smart beta exchange traded funds dedicated to individual investment factors, low volatility products have been popular with conservative investors based on…
Consider a Low Vol ETF to Limit Potential Risks
With the markets pushing toward new highs and many continuing to chase after risk assets, ETF investors may consider ways to hedge…
There’s Still Something to be Said for Low Vol ETFs
The low volatility factor is being glossed over this year in favor of growth and momentum, but that does not mean opportunity…
Investors Step Back From a Low Volatility ETF
With market volatility nearly non-existent this year and with investors displaying a preference for higher beta sectors, some low volatility exchange traded…
PowerShares’ Two New Enhanced ETFs Are Alternatives to Popular Benchmarks Plays
Invesco PowerShares launched two new smart beta exchange traded funds based on the S&P 500 and Russell 1000 to potentially help investors…
Smart Beta ETFs Are Not All Created Equal
Smart beta exchange traded funds have quickly grown in popularity. As more investors incorporate these strategies into their investment portfolios, it is…
Low-Volatility: Different Approaches, Same Anomaly
What is the “Low Volatility” Factor? A long-standing theory of financial markets is that higher risk demands higher reward. The evidence behind…
Discerning Investors Want to Know What’s Inside Their ETFs
Exchange traded funds allow anyone to gain exposure to broad or specialized segments of the market. The investment vehicle provides diversified exposure…
Low Volatility is Not a Buy and Hold Strategy
By John Lunt, President of Lunt Capital Management, Inc. One of the themes of 2016 has been the continued growth of smart…