The Gains Are Abroad. And Not Where You Might Think
Data confirm investors are pouring cash into international equity funds, a scenario that bodes well for the
ERSX selects the most entrepreneurial, primarily Non-US Small Cap companies, that meet the thresholds embedded in its proprietary Entrepreneur Factor (EF). ERShares’ ETF delivers strong performance across a variety of investment strategies without disrupting investors’ underlying risk profile metrics. Their geographic diversity enables them to harness global advantages through additional returns associated with currency fluctuations, strategic geographic allocations, comparative trade imbalances, and relative supply/demand strengths.
The unique factor strategy offered by ERSX is ideally suited for investors looking to capitalize on both growth and value opportunities found with ex-U.S. smaller stocks.
How Battery Metals Have Helped Us Outperform During the Slump in Gold Price March 7, 2021
Gold hasn’t been getting much love from investors lately due to rising bond yields, and bullion-backed gold mutual funds and ETFs have seen significant outflows so far this year through the end of February.
Before pulling your money out, though, I would advise investors double-check what’s in the fund. During this period, we’ve managed to outperform many of our peers thanks to a substantial rotation into metals and minerals that will increasingly be needed in advanced technology, including lithium-ion batteries. Besides lithium, we like copper, nickel, cobalt and graphite, and we see great upside potential in companies that not only produce these minerals but also develop the technology behind the batteries.
March 8, 2021
Inflationary concerns caused bond yields to spike, investors shifted into value stocks, and employment data was better than expected. These and other economic topics are examined in February’s edition of Julex’s Monthly Macro Chart Book.
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ARK Still Reaping the Rewards of the Original Disruptive Tech
The
ARK 3D Printing ETF (CBOE: PRNT) is one of the original disruptive technology exchange traded funds and thanks to some unique advances in 3D printing technologies, it remains a staple in the emerging growth lexicon.
PRNT is the first US-listed ETF dedicated to the 3D printing theme. The fund is one of two passively managed products from New York-based Ark Investment Management. ARK believes 3D printing will revolutionize manufacturing by collapsing the time between design and production, reducing costs, and enabling greater design complexity, accuracy, and customization than traditional manufacturing.
March 8, 2021
Mid cap equities are lauded for their ability to strike a balance between large cap stability and small cap growth. Rather than deep dive into a vast sea of mid cap equities, investors can narrow their exposure to the top 400 value-oriented mid caps with the
IJJ seeks to track the investment results of the S&P MidCap 400 Value IndexTM, which measures the performance of the mid-capitalization value sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index.