The ETF Show - Midyear Outlook
As we embark on H2 2019, the ETF market in the U.S. has surpassed the $4 trillion mark. Jennifer Kim, Co-Head ETF Capital Markets at Invesco addresses myths surrounding liquidity. FlexShares ETF's SVP and Senior Investment Strategist, Christopher Huemmer discusses low volatility strategies amid market uncertainty.
1Q 2019 Large Cap Value Strategy Update
Portfolio Manager Dmitry Khaykin discusses the drivers of recent market volatility and the Fed's about-face in the first quarter and highlights the positive performance of media and consumer staples names in the portfolio, as well as challenges in health care services.
Wall Street Slides on Trade Tensions
U.S. stocks extended losses as concerns on the outcome of U.S.-China trade talks permeated global investor sentiment. As developments between the world's biggest economies are awaited, Fed comments on the rate outlook are being monitored.
VDC: How to Rotate to a Defensive Sector with ETFs
VDC and its focus on consumer staples may provide some protection during the volatile May-Oct time period.
Guide to Recessions
Capital Group’s latest report, “Guide to recessions,” is a comprehensive e-book that explores where the U.S. is in the current economic cycle and can help advisors answer their clients’ top questions about recessions. There's also an opportunity to earn CE credit after reading the guide. Please click here to view the white paper.
Manning & Napier Real Estate Series (MNREX)
This Fund stands out verses its real estate sector oriented peers. Todd Rosenbluth, Head of ETF and Mutual Fund Research, talks aout the Manning & Napier Real Estate Series, an under the radar real estate fund
Small Cap Strategy Update
ClearBridge Investments Portfolio Manager Brian Lund, CFA discusses opportunities in small cap created by recent volatility and the contribution of defensive holdings in the fourth quarter.
December Volatility Portends a Taste of the Next Recession
Scott Minerd, Chairman of Investments and Global CIO, cautions on Bloomberg TV at Davos 2019 that market volatility in the wake of the last Federal Reserve meeting was a warning sign.