Setting the Pace for Exchange Traded Funds
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OOTO: Could Travel Stocks Become Red Hot This Summer?

Editor’s note: Any and all references to time frames longer than one trading day are for purposes of market context only, and not recommendations of any holding time frame. Daily rebalancing ETFs are not meant to be held unmonitored for long periods. If you don’t have the resources, time or inclination to constantly monitor and manage [...] The post...

Sun Jun 23, 2024 22:02
Choose Your Insurance Poison

Owning your home may be the American Dream, but to many Americans, it’s only a dream. That’s not new. Lower-income people have long had no choice but to rent. Groups like Habitat for Humanity try to help. They build small houses using volunteer labor (lots of it, not just Jimmy Carter) and then provide 0% financing. Buyers—who [...] The post Choose...

Sun Jun 23, 2024 17:55
Preparing for a Policy Rate Pivot With U.S. Small Caps

By Brian Manby, CFA, Associate, Investment Strategy Key Takeaways The current interest rate environment is negatively impacting U.S. small-cap equities, making it challenging for them to perform well compared to large caps. Small-cap investors are eagerly awaiting a policy rate pivot from the Fed, as this could potentially help small caps find traction...

Sun Jun 23, 2024 17:55
Watch These Fallen Angel Sectors: Real Estate and Banking

By Nicolas Fonseca, CFA, Product Manager Real Estate and Banking continue to be the sectors to watch going forward. May 2024 ends with no new fallen angels or rising stars. In May, fallen angels (as represented by the ICE US Fallen Angel High Yield 10% Constrained Index, “H0CF”) underperformed the broad high yield market (as [...] The post Watch These...

Sat Jun 22, 2024 21:54
Make Sure You Have a Plan to Sell Your Stocks

Many of us have an elaborate plan for how to select the stocks we’re going to buy. We have financial numbers we want to see. These could be value indicators such as P/E (price to earnings) or P/B (price to book). You could also look for the perfect combination of payout ratio, dividend yield, and [...] The post Make Sure You Have a Plan to Sell Your...

Sat Jun 22, 2024 18:19
CLO Cheat Sheet: How to Talk to Your Clients About CLOs

CLOS have delivered the most attractive risk-adjusted returns in fixed income over the past decade, but they are often deemed “too complex”. This guide helps you address your clients’ questions. Collateralized Loan Obligations (CLOs) have delivered the most attractive risk-adjusted returns in fixed income over the past decade. However, understanding...

Sat Jun 22, 2024 18:19

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