The ETF Channel

Demystifying Big Data: How to Critically Assess Quantitative Investment Signals

As leaders in manager research, we have unique insight into the implementation of big data in equity portfolios. Today, we share our key observations.

Five Ways to Drive Leads While Driving Your Car

The car you drive isn’t just a status symbol. In the age of digital communication, Bluetooth and wired vehicles, advisors can use their cars to drive leads by converting boring downtime during a commute into active prospecting.

Using Dr. Copper to Check the Pulse of the Global Economy

Holy cow! This economy is on fire; witness the second quarter U.S. GDP growth rate of 4.1%. Is it sustainable or a just a temporary spurt? It’s often said that the Copper price has a PHD in economics, because of its widespread use in many diverse industries. That use ranges from homes, factories, and electronics, to power generation and transmission and much more.

World Markets Update

Three of eight indexes on our world watch list have posted gains through Monday, August 13, 2018. The top performer this year is India's BSE SENSEX with a gain of 11.33%. In second is our own S&P 500 with a gain of 5.55%. In third is France's CAC 40 with a gain of 1.88%. Coming in last is Shanghai's SSE with a loss of 15.76%.


Investing in Small-Cap-Growth Companies with a Long-Term View

John Barr manages the Needham Aggressive Growth Fund (NEAGX), which had an annualized return of 10.51% over the prior 15 years, versus 9.42% for the S&P 500, for an outperformance of 109 basis points. In this interview, he discusses the outlook for his fund.

How Factors May Help Bond Investors Reach Their Goals

In recent years, factor-based investments have become increasingly popular for equity investors. Often missing from the discussion, however, is the concept of fixed income factor strategies. At Invesco Fixed Income, our view is that bond investors can potentially benefit from a factor-based approach. We’ve launched a new suite of exchange-traded funds focused on two factors — quality and value — that we believe may help investors reach their objectives.

Second Hand News: Facing a Second Derivative Economic Inflection Point?

This report may end up being the first in an ongoing series. I think of it as a “look inside my notebook,” as it literally represents a synopsis of the recent notes I put together for our latest Asset Allocation Working Group meeting. These represent a number of budding risks for the economy with which the markets are grappling. There are offsetting positives of course, but let’s leave this report to a look at some of the possible negatives.

S&P 500 12 Month Gross Dividend

U.S. stock dividends have grown much faster than inflation.

The Pool of Tradable Stocks Is Shrinking. Here’s What Investors Can Do

The number of publicly listed companies in the U.S. has fallen steadily since 1997. More companies have delisted, in fact, than gone public in every year of the past 20 years except one, 2013. Put another way, the pool is getting smaller even while the population and economy are expanding.

S&P 500 Snapshot: Index Drops 71 BPS from Thursday

The S&P 500 started Monday climbing, only to stay in a narrow range through the rest of the week, closing Friday down 0.71% from Thursday and below its Monday open. The index closed with a weekly loss of 0.25% and is up 5.10% YTD (as of Jan. 1).

The Problem with Focusing on Expense Ratios

Most investors believe that all passively managed funds in the same asset class are virtual substitutes for one another. The result is that, when choosing a specific fund, their sole focus is on its expense ratio. That is a mistake for a wide variety of reasons. The first is that expense ratios are not a mutual fund’s only expense.

Smoked in 1999 or Vaped in 2018 What You Pay Buying Shares Matters

It is no secret that the U.S. stock market has been completely addicted to discounting the future success of the most popular technology stocks. Momentum-based growth investing has had many bouts of success in the past, but this is the first episode in an era where indexed mutual funds and exchange traded funds (ETFs) were the largest aggregate owners of the largest capitalization companies.

The Game-Changing Potential of Blockchain Technology

Over the past year, it’s been next to impossible to avoid a conversation or news story on bitcoin. It went from a relatively arcane subject to possibly the most discussed topic within financial markets across both Wall Street and Main Street.

Schwab Market Perspective: Balancing Act

Stock indexes have been able to move higher as the balancing act between economic growth and investor concerns continues—but how long will it last?

A Look at Stralem’s “Participation with Protection” Strategy

Adam S. Abelson is the chief investment officer for the Stralem Funds. Since its inception on January 18, 2000, as of May 31, 2018, the Stralem Equity Fund (STEFX) had an annualized return of 5.78%, versus 5.51 % for its benchmark, the S&P 500 total-return index, for an outperformance of 27 basis points.