ETF NEWS
 
 

Stability Persists in Municipal Allocation Model

By David Schassler, Portfolio Manager for VanEck Global The VanEck Vectors® Municipal Allocation ETF (MAAX) tactically allocates among VanEck municipal bond ETFs based on interest rate and credit opportunities to seek capital appreciation plus tax-exempt income. It uses a data-driven, rules-based process that leverages technical and macroeconomic indicators to guide credit and duration exposure, seeking to avoid market [...]

The post Stability Persists in Municipal Allocation Model appeared first on ETF Trends.

 

Bond ETFs for Those Concerned About a Resurgence in Inflation

With the Federal Reserve backing a looser monetary policy, bond ETF investors will have to contend with an eventual rise in inflation. Market measures of inflation expectations have increased in recent weeks after receding fears of a near-term recession and growing preferences for riskier assets, the Wall Street Journal reports. Based on the spread between [...]

The post Bond ETFs for Those Concerned About a Resurgence in Inflation appeared first on ETF Trends.

 

Monthly Outlook – November 2019

By Direxion Up, Up and Away! OVERVIEW Investors drove U.S. markets to new all-time highs thanks to progress on the U.S.-China trade deal, accommodative monetary policy and better than expected earnings. ETF investors made some risk-on moves last month as they allocated to non-U.S. equities. While we acknowledge that out-of-favor areas, such as small caps [...]

The post Monthly Outlook – November 2019 appeared first on ETF Trends.

 

3 Ways To Invest In Stocks (Even When The Ride Is Coming To An End)

By Gary Gordon, ETF Expert The U.S. economy is appallingly dependent on the “wealth effect.” And the U.S. Federal Reserve knows it. Just how “easy” is the Fed’s monetary policy? The real Fed Funds Rate (FFR) is at -0.8% right now. The last time the inflation-adjusted FFR was down at -0.8% had been 8-9 months [...]

The post 3 Ways To Invest In Stocks (Even When The Ride Is Coming To An End) appeared first on ETF Trends.

 

Why Dividend ETFs, REIT ETFs and Low Volatility ETFs Still Work

By Gary Gordon, ETF Expert Many investors are aware that the current economic expansion is the longest in U.S. history. 10 years and six months. Some believe that the growth does not need to end. Ever. They quip, “Economic expansions don’t die of old age.” Others wonder if the business cycle will end soon. After [...]

The post Why Dividend ETFs, REIT ETFs and Low Volatility ETFs Still Work appeared first on ETF Trends.

 

Key Trends In ETF Issuer Growth

The ETF market is growing, and the rising tide lifts all boats—but not evenly.

 

The Year Smart Beta Died?

Sounds a little dramatic, but it could be that whipsawing factor performance shakes things up in ETF land.

 

ETF Of The Week: ‘Straggler’ Hits $1B

REIT ETF 'BBRE' gains steam.

 

Inflows Of $711M For 'SPLV'

The low-vol ETF topped the daily inflows list for Thursday, Nov. 14.

 

ETF League Table As Of Nov. 14, 2019

Here are all the U.S. ETF issuers and their daily asset flows.

 

Understanding the Total Cost of ETF Ownership

Exchange traded funds are toted as a cheap and efficient investment vehicle that anyone can easily access. However, not many investors fully understand the elements that go into the total cost of ETF ownership.

 

SmartETFs Launch Smart Transportation & Tech ETF ‘MOTO’

SmartETFs Funds launched a new, actively managed transportation and technology ETF on Friday that invests in companies believed to benefit from the current revolution in transportation.

 

SEC Approves T. Rowe Price, Fidelity, Natixis ‘Semi-Transparent’ ETF Models

The SEC issued a notice of approval on Thursday for Fidelity, T. Rowe Price, Natixis’ active equity ETF models that would not be required to disclose portfolio holdings on a daily basis.

 

A Rookie ETF That May Be A Winner

Global X recently expand its robust lineup of thematic ETFs in significant fashion with the addition of three new products. Included in that trio was the Global X Cybersecurity ETF (BUG).

 

As Corporate Debt Issuance Soars, Focus on Quality

Not surprisingly, low interest rates are compelling corporate borrowers to refinance old bonds and issue new debt. New issuance isn’t a negative, but it does remind investors that quality is imperative in the corporate bond market.

 

Columbia ETF Trust I files with the SEC

 

November 15, 2019--Columbia ETF Trust I has filed an application for exemptive relief with the SEC-ActiveSharesSM ETF.

 

AdvisorShares Trust files with the SEC

 

November 15, 2019--AdvisorShares Trust has filed a post-effective amendment, registration statement with the SEC. This post-effective Amendment No. 150 relates to the AdvisorShares Cornerstone Small Cap ETF, AdvisorShares Dorsey Wright ADR ETF, AdvisorShares Dorsey Wright Micro-Cap ETF, AdvisorShares Dorsey Wright Short ETF, AdvisorShares DoubleLine Value Equity ETF, AdvisorShares Focused Equity ETF, AdvisorShares FolioBeyond Smart Core Bond ETF, AdvisorShares Newfleet Multi-Sector Income ETF, AdvisorShares Pacific Asset Enhanced Floating Rate ETF,

 

Two Roads Shared Trust files with the SEC-2 Anfield ETFs

 

November 15, 2019--Two Roads Shared Trust has filed a post-effective amendment, registration statrement with the SEC for the
Anfield U.S. Equity Sector Rotation ETF
Anfield Tactical Fixed Income ETF

 

ETF Series Solutions files with the SEC-AAM Low Duration Preferred and Income Securities ETF

 

November 15, 2019--ETF Series Solutions has filed a post-effective amendment, registration statement with the SEC for the
AAM Low Duration Preferred and Income Securities ETF

 

Innovator ETFs Trust files with the SEC-3 Innovator S&P 500 ETFs

 

November 15, 2019-Innovator ETFs Trust has filed a post-effective amendment, registration statement with the SEC for the
Innovator S&P 500 Buffer ETFTM- February, Innovator S&P 500 Power Buffer ETFTM-February and Innovator S&P 500 Ultra Buffer ETFTM-February.

 
 
 

Nov. 2019 Sector SPDR Analyzer

 

Succinct investment outlook for each of the 11 Select Sector SPDR ETFs based on a fundamental analysis of the funds’ underlying constituents.

 

Oct. 2019 Sector SPDR Analyzer

 

Succinct investment outlook for each of the 11 Select Sector SPDR ETFs based on a fundamental analysis of the funds’ underlying constituents.

 

Sept. 2019 Sector SPDR Analyzer

 

Succinct investment outlook for each of the 11 Select Sector SPDR ETFs based on a fundamental analysis of the funds' underlying constituents.

 

August 2019 Sector SPDR Analyzer

 

The ETF Analyzer, Sector SPDR Edition for August 2019 is ready for download. This monthly publication has succinct one-page reports on each of the 11 Select Sector SPDR ETFs in three easy-to-read sections: Investment Summary, Fundamentals, and Composition. It helps investors: Evaluate the funds based on investment merit using fundamental data and analysis Compare the Sector SPDRs…

 

July 2019 Sector SPDR Analyzer

 

The ETF Analyzer, Sector SPDR Edition for July 2019 is ready for download. This monthly publication has succinct one-page reports on each of the 11 Select Sector SPDR ETFs in three easy-to-read sections: Investment Summary, Fundamentals, and Composition. It helps investors: Evaluate the funds based on investment merit using fundamental data and analysis Compare the Sector SPDRs…

 
 
 

More filings for semi-transparent ETFs in the US

 

Todd Rosenbluth, CFRA

News came yesterday that the SEC had approved four new filings for semi-transparent ETFs, the new active ETF structure with a semi-transparent portfolio that allows investment managers to keep their trading relatively discreet.

 

Defiance launches NextGen Food & Sustainability ETF (DIET)

 

Defiance ETFs has launched The Defiance Next Gen Food and Agriculture ETF (NYSE: DIET), with an expense ratio of 0.30 per cent.

 

T Rowe Price gets preliminary SEC approval for semi-transparent, actively managed ETFs

 

The Securities and Exchange Commission (SEC) has granted preliminary exemptive relief to T Rowe Price to offer semi-transparent exchange-traded funds (ETFs), paving the way for the firm launch ETFs that employ its longstanding actively managed investment approach.

 

BNP Paribas Asset Management licenses FTSE Russell green real estate index for new ETF

 

BNP Paribas Asset Management is to license the FTSE EPRA Nareit Developed Europe ex United Kingdom Green Index for its latest Exchange Traded Fund (ETF).

 

Goldman Sachs Asset Management launches three smart beta ETFs on SIX

 

Goldman Sachs Asset Management (GSAM), a new ETF issuer at SIX, has launched three smart beta ETFs to access the Swiss market. Flow Traders is the market maker and providing the liquidity.

 
 
 

Where is Natural Gas Headed After Today’s Weekly EIA Report?

 

The market expected a ten bcf injection The withdrawal season has arrived and should show up in next week’s data Watch the weather for clues about price directions over the coming weeks The middle of November is the time of

Read more ›

The post Where is Natural Gas Headed After Today’s Weekly EIA Report? appeared first on ETF Daily News.

 

Organigram (OGI) Stock Down on Lowered Guidance, is it a Buying Opportunity?  

 

On Monday, Organigram Holdings Inc. (OGI) lowered its revenue guidance for fiscal Q4 net revenues, further pushing the stock lower and leaving many to wonder: Has it finally hit bottom? OGI pulled in CA$24.8 million during its fiscal Q3, but

Read more ›

The post Organigram (OGI) Stock Down on Lowered Guidance, is it a Buying Opportunity?   appeared first on ETF Daily News.

 

Silver: Are The Lows In?

 

Silver broke its September lows this week, but thus far has found supportive action. Bullish sentiment continues to hover above the 50% level, with much bulls in silver than we have in gold. The drop below $16.90/oz on silver offered

Read more ›

The post Silver: Are The Lows In? appeared first on ETF Daily News.

 

Is Cronos Group (CRON) a Buy After Yesterday’s Earnings?

 

On Tuesday, November 12th, Cronos Group (CRON) reported third-quarter earnings for the period ending September 30th. The company sold over 3,000 kilograms of cannabis and posted revenues of $12.7 million, which represented a 238% increase in revenues from the same

Read more ›

The post Is Cronos Group (CRON) a Buy After Yesterday’s Earnings? appeared first on ETF Daily News.

 

Why This is a Big Week for Natural Gas

 

Seasonality takes the price higher The injection season is ending The risk of a long position rises with the price of the energy commodity Natural gas is a volatile fuel in its physical form, and the price action in the

Read more ›

The post Why This is a Big Week for Natural Gas appeared first on ETF Daily News.

 
 
 

30 index winner Smith leaves IG for Sandaire

 

Oliver Smith, portfolio manager at IG Smart Portfolios, has departed after three years with the online wealth manager, ETF Stream can reveal. Smith (pictured) has joined wealth manager Sandaire as an investment director. He told ETF Stream: “I am very pleased to have joined Sandaire, where I am excited by their ambition and commitment to offer clients an unparalleled investment offering. ...

The post 30 index winner Smith leaves IG for Sandaire appeared first on ETF Stream.

 

Investor due diligence required as ETF closures in Europe mount

 

ETF closures are a regular part of the ecosystem, however, with the number on the rise, investors must do their due diligence if they want to avoid the hassle of reacting to an issuer halting trading on a product. Issuers have been launching ETFs at a tremendous rate since the Global Financial Crisis in an attempt to capture the huge ...

The post Investor due diligence required as ETF closures in Europe mount appeared first on ETF Stream.

 

State Street: What’s the fuss about semi-transparent ETFs?

 

In May 2019, the securities and exchange commission (SEC) in the US gave the go-ahead for actively managed ETFs to not be required to publish daily portfolio holdings while still reaping the benefits of trading as an ETF. But active ETFs are not new so why is this such a monumental step for the industry? The transparency rule change is ...

The post State Street: What’s the fuss about semi-transparent ETFs? appeared first on ETF Stream.

 

Laird leaves Lyxor after three years

 

Adam Laird, Lyxor’s head of ETF strategy for northern Europe, is stepping down after three years with the French asset manager. Laird (pictured) revealed he has left to start a new business in 2020 that will “change the asset management industry” although no further details have been released. While at Lyxor, he oversaw the launch of the cheapest ETF in Europe, ...

The post Laird leaves Lyxor after three years appeared first on ETF Stream.

 

BNP Paribas AM launches first ESG real estate ETF

 

BNP Paribas Asset Management has expanded its environmental, social and governance (ESG) offering with the launch of Europe’s first responsible real estate ETF. The BNP Paribas Easy FTSE EPRA/NAREIT Developed Europe ex UK Green UCITS ETF (GREAL) has listed in Paris and Frankfurt with a fee of 0.40%. GREAL tracks the FTSE EPRA NAREIT Green index and offers investors exposure ...

The post BNP Paribas AM launches first ESG real estate ETF appeared first on ETF Stream.

 
 
 
PODCAST
 
 

Live from JP Morgan’s ETF Symposium

JP Morgan’s 2019 ETF Symposium recently took place in New York City.  Nate Geraci and ETF.com’s Dave Nadig sit down with JP Morgan’s Jillian DelSignore, Ben Mandel, Steve Kaplan, and Yasmin Dahya-Bilger to cover everything from their ETF business to long-term capital market assumptions to the use of artificial intelligence in investing.

 

ETF.com’s Dave Nadig Explains Record Flows into Bond ETFs

ETF.com’s Dave Nadig explains the record flows into bond ETFs and discusses some of the biggest challenges in fixed income investing.

 

Northern Trust’s Brad Camden Talks High Yield Bonds, HYGV

Brad Camden, Director of Fixed Income Strategy at Northern Trust Asset Management, explains high yield bonds and spotlights the FlexShares High Yield Value Scored Bond Index Fund (HYGV).

 

Innovation Shares’ Matt Markiewicz Spotlights The Cannabis ETF (THCX)

Innovation Shares’ Matt Markiewicz goes in-depth on cannabis stocks and spotlights The Cannabis ETF (THCX).

 

Stocks at Record Highs, but Investors Flocking to Bond ETFs

ETF.com’s Dave Nadig highlights the record flows into bond ETFs and discusses some of the biggest challenges in fixed income investing. Northern Trust’s Brad Camden talks high yield bonds, including the FlexShares High Yield Value Scored Bond Index Fund (HYGV).  Innovation Shares’ Matt Markiewicz goes in-depth on cannabis stocks and The Cannabis ETF (THCX).

 

Episode #131: David Rosenberg, “If Next Year is Not a Recession, It’s Going to Feel Like It”

 

Episode #131: “If Next Year is Not a Recession, It’s Going to Feel Like It”           Guest: David Rosenberg. David is Gluskin Sheff + Associates Inc.’s Chief Economist and Strategist with a focus on providing a top-down perspective to the Firm’s investment process and Asset Mix Committee. Prior to joining Gluskin […]

The post Episode #131: David Rosenberg, “If Next Year is Not a Recession, It’s Going to Feel Like It” appeared first on Meb Faber Research - Stock Market and Investing Blog.

Episode #130: Eric Falkenstein, “I Think in the Long Run (Cryptocurrencies) Are Going to Work”

 

Episode #130: “I Think in the Long Run (Cryptocurrencies) Are Going to Work”             Guest: Eric Falkenstein. Eric was a TA for Hyman Minsky, which motivated him to be a macroeconomist. After grad school, he worked at KeyCorp bank in Cleveland, first as an economist, then he set up their […]

The post Episode #130: Eric Falkenstein, “I Think in the Long Run (Cryptocurrencies) Are Going to Work” appeared first on Meb Faber Research - Stock Market and Investing Blog.

Episode #129: Meb’s Take on Return Expectations, Portfolio Construction, and Practical Market Approaches

 

Episode #129: Meb’s Take on Return Expectations, Portfolio Construction, and Practical Market Approaches Guest: Episode #129 has no guest. It’s a “just Meb” show. Date Recorded: 11/12/18 Sponsor: EquityZen     Run-Time: 1:06:34 To listen to Episode #129 on iTunes, click here To listen to Episode #129 on Stitcher, click here To listen to Episode […]

The post Episode #129: Meb’s Take on Return Expectations, Portfolio Construction, and Practical Market Approaches appeared first on Meb Faber Research - Stock Market and Investing Blog.

Episode #128: Claude Lamoureux, When You Have to Make A Decision, Always Make the One That Will Let You Sleep Better, Not Eat Better

 

Episode #128: When You Have to Make A Decision, Always Make the One That Will Let You Sleep Better, Not Eat Better         Guest: Claude Lamoureux. Claude is an actuary by training, and from 1990 to 2007, he was President and Chief Executive Officer of the Ontario Teachers Pension Plan. Prior to […]

Episode #127: Radio Show: Meb and Elon Musk Talk Shorting… Conflicting U.S. Valuation Indicators… and Listener Q&A

 

Episode #127: Radio Show: Meb and Elon Musk Talk Shorting… Conflicting U.S. Valuation Indicators… and Listener Q&A Guest: Episode #127 has no guest but is co-hosted by Jeff Remsburg. Date Recorded:10/22/18 Run-Time: 1:02:21 To listen to Episode #127 on iTunes, click here To listen to Episode #127 on Stitcher, click here To listen to Episode […]

The post Episode #127: Radio Show: Meb and Elon Musk Talk Shorting… Conflicting U.S. Valuation Indicators… and Listener Q&A appeared first on Meb Faber Research - Stock Market and Investing Blog.

Episode #126: Karen Finerman, ‘Out-of-Favorness’ Is Appealing. The Difficult Part is Timing

 

Episode #126: ‘Out-of-Favorness’ Is Appealing. The Difficult Part is Timing             Guest: Karen Finerman. Karen began her career as a trader at First City Capital, a risk arbitrage fund. She later joined Donaldson, Lufkin and Jenrette where she became Lead Research Analyst for the Risk Arbitrage department. In 1992, she […]

The post Episode #126: Karen Finerman, ‘Out-of-Favorness’ Is Appealing. The Difficult Part is Timing appeared first on Meb Faber Research - Stock Market and Investing Blog.

 

Scott Nations – Options and Crashes (EP.59)

Scott Nations joins the podcast to talk about how options trading has evolved over his career and to give an overview of his book, The History of the United States in Five Crashes. Topics discussed: Options trading pits – how they have evolved What it takes to be a good options trader Creating a

The post Scott Nations – Options and Crashes (EP.59) appeared first on Exponential ETFs.

 

Dan Cupkovic – BlackSwan Index (EP.58)

Dan Cupkovic, Director of Investments at Argi financial Group in Lousiville, KY talks to Phil about developing the BlackSwan index and why he set out to convert the SMA strategy into an ETF. They also discuss: The case for the SWAN index Lowering volatility while lowering correlation Where to use it in a portfolio

The post Dan Cupkovic – BlackSwan Index (EP.58) appeared first on Exponential ETFs.

 

Alexandra Levis – Disruptive Marketing (EP.57)

Phil talks to Alexandra Levis about marketing in the financial services industry and the challenges facing entrepreneurs. The topics include: What makes good marketing content The contrast between old and new financial companies How to disrupt the right way How to effectively get PR exposure Content generation and creating “micro moments” Millennial perspective

The post Alexandra Levis – Disruptive Marketing (EP.57) appeared first on Exponential ETFs.

 

Daniel Crosby – Behavioral Investing (EP.56)

Behavioral investing author Daniel Crosby joins the podcast for a fascinating conversation with Phil that covers: Being yourself to grow confidence Writing the Behavioral Investor book Whether quant investing solves behavioral biases Irrationally taking risks in our everyday lives Brinker Innovation Lab & Tulip software

The post Daniel Crosby – Behavioral Investing (EP.56) appeared first on Exponential ETFs.

 

Nicole Boyson – Academic Outsider (EP.55)

Phil is joined by Nicole Boyson, Professor of Finance at Northeastern University, to talk about her research about the asset management industry and best practices. The conversation includes: How Nicole keeps her finger on pulse of the industry as an academic Hedge Fund contagion & LTCM Nicole’s research on Hedge Fund activists Brokerage and

The post Nicole Boyson – Academic Outsider (EP.55) appeared first on Exponential ETFs.

 
 

Tank Talk

Portfolio Manager/ETF Strategist @ETFProfessor
 
Research an ETF

Ticker:
In-depth analysis from ETF Research Center
 
Think Tank Tweets
 

Events and Podcasts