Going ‘Back to School’: Portfolio Construction in the New Normal
As investors consider the complicated environment we live in, building a portfolio requires a robust understanding of market sentiment, volatility, styles, and positioning. Strategies centered around sector rotation that put volatility top of mind or asset allocation strategies that have smart, tactical risk management can help advisors construct a portfolio to meet the moment.
Join a panel of experts from State Street Global Advisors, VettaFi, Horizon Investments, and Main Management for an in-depth webcast.
The ETF Impact Report 2023: Trends, Growth, and Opportunities
Don’t miss out on the ETF boom. Position yourself for success in this evolving market with our ETF Impact Report 2023. It can helse the power of ETFs to help maximize your investing potential. Get your copy of the ETF Impact Report 2023 to keep up with top ETF trends and new opportunities — in 2023 and beyond.p you:
- Explore New Horizons: Uncover emerging ETF trends and opportunities across the US market.
- Learn from ETF Experts: Unlock successful ETF strategies through compelling cases studies.
- Capitalize on Growth: Identify key drivers fueling the ETF boom to harness their potential.
Gain a competitive edge and invest with confidence. Get your copy of the ETF Impact Report 2023 now — brought to you by SPY.
Balancing Recession and Recovery
Join the experts at State Street Global Advisors, Confluence Investment Management, Riverfront Investment Group, and VettaFi for a discussion about the state of the markets.
Gold 2023 Outlook: Recession and Rates to Remain in Focus
George Milling-Stanley of State Street Global Advisors provides his outlook for gold in 2023, as well as the specific headwinds and tailwinds he expect to drive price activity moving forward.
Emerging Market Central Banks Set To Remain Tailwind For Gold Prices
For the last decade, central bank gold purchases have accounted for between 10% and 15% of total gold demand. George Milling-Stanley of SSGA takes a look at historical gold purchasing cycles over the past 50 years…
Gold Nuggets: What Can We Learn From Recent History?
George Milling-Stanley, Chief Gold Strategist at State Street Global Advisors, discusses the current gold market environment as well as several reasons why investors can remain optimistic about gold’s outlook moving forward.
2021 ETF Market Outlook: The Way Forward
After a year that offered the best of times and the worst of times, how might COVID-19 vaccines, a new administration and more global cooperation support a healthy rebound in 2021? Download our 2021 Market Outlook to get 3 strategies for the way forward.
Gold Nuggets: The Post-Election World and Gold’s 2021 Outlook
Volatility, low rates, and rising risks supported gold’s price and investment demand in 2020, driving it to reach a new all-time high during the year. Despite some moderation on the volatility front post-election, the new year is looking poised to serve up more uncertainty for investors. See how George Milling-Stanley sees the gold market reacting, and what it may mean for gold’s price in 2021.
Everything You Need to Know: Fixed Income ETFs
Fixed Income ETFs may help you achieve greater diversification, transparency and control. Make the most of your fixed income strategies through ETFs.
ESG Investing: From Tipping Point to Turning Point
We believe it's time for ESG investing to become a must-have ingredient in portfolios. Put ESG investing into action by exploring 3 trends we expect will drive ESG growth and opportunity:
- The Great Reset in a Turbulent 2020
- Investors Reshaping the Investment Industry
- Boomers Preparing to Transfer Wealth
Threading the Needle: 2020 ETF Market Outlook
Get 3 portfolio strategies for the new year
Heading into 2020, there are a lot of positive signs in the market. However, the margin for error in 2020 will likely be as small as it’s been in a very long time. Read our 2020 ETF Market Outlook to find out how to:
- Stay invested, but limit downside risks
- Actively balance risk in the hunt for yield
- Position to temper the impact of macro volatility
Register for access to our 2020 ETF Market Outlook
Analyzing ETF Liquidity: It’s a Fluid Process
Many investors use point-in-time statistics for the most recent 30 or 90 trading days to assess the liquidity profile of an ETF. This is a problem because — with the exception of a few highly liquid ETFs — a fund’s liquidity profile can change in different market regimes, especially in periods of high volatility. This paper explores how ETFs’ liquidity dynamics impact total cost of ownership (TCO), underscoring why investors need to look beyond a single period statistic when analyzing liquidity.
Worried Index-Based Strategies are Distorting the Bond Market? The Data Says You Shouldn’t Be
Despite record inflows into fixed income ETFs, concerns around the growth of these funds leading to an outsized impact on the fixed income market and the distortion of bond prices are still overblown, according to the data.
What ‘Back to the Future’ Can Teach Us About Portfolio Rebalancing
This article draws parallels between the blockbuster film ‘Back to the Future’ and portfolio rebalancing—underscoring the importance of timing when rebalancing, why it should be a greater consideration in the due diligence process and how it can influence portfolio performance over time.
Sector Business Cycle Analysis
To make a quantitative and systematic assessment of how different sectors performed through various business cycles, we used the Conference Board Leading Economic Indicator Index (LEI) to segregate business cycles and evaluated sector performance over multiple business cycles between 1960 and 2018. This provided a good sample size to evaluate sector performance persistency for different cycles.