A Small Cap Performer with Call Options? Meet the RYLD ETF March 8, 2021
It’s one thing to get exposure to the small cap rally, but an added benefit is getting exposure to the way these funds have been actually moving. ETF investors can get exposure to both via the
As inflation fears put investors on edge, small cap exposure can give them the growth component when markets turn around. While history is not an indicator of future performance, it definitely is on the side of small caps.
“Historically, small-cap stocks tend to outperform large-cap stocks during the early stages of a new bull market,” a U.S. News & World Report News report said. “The 2020 March bottom in the S&P 500 marked the beginning of a new bull market. Vaccine rollouts, pent-up consumer demand and unprecedented government stimulus have many analysts anticipating the next several years will be an excellent period for earnings growth and investing upside. There are plenty of excellent buying opportuniti
Stay a Step Ahead of Treasury Yields with the HYEM ETF March 8, 2021
Treasury yields are moving higher, causing stocks to head in the other direction. Fixed income investors looking to stay head of benchmark government debt can look overseas with the
HYEM seeks to replicate the ICE BofAML Diversified High Yield US Emerging Markets Corporate Plus Index, which is comprised of U.S. dollar-denominated bonds issued by non-sovereign emerging market issuers that have a below investment grade rating and that are issued in the major domestic and Eurobond markets.
As of March 4, the fund has a 30-day SEC yield of 4.65%, a distribution yield of 4.92%, and a 12-month yield of 5.42%. The current 10-year Treasury rate stands at about 1.5% in comparison.
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ESG pushes global ETF industry to $8tln Monday, March 08, 2021 Opalesque Industry Update - February data from TrackInsight shows that ETFs continued their growth trajectory to reach $8tln in AuM, driven by flows in North American markets and investor appetite for ESG products.
Contributing to this important milestone were ETFs listed in North America which witnessed historic flows of $95 Billion over February, an almost 50% increase month-on-month. There are now 3,200 ETFs listed on North American exchanges with $5.9 Billion in AuM.
ESG ETFs, which nearly tripled assets in 2020, saw flows of $19 Billion (9%) over February to reach a new high of $210 Billion in AuM, making February the largest single-month in history in terms of ESG ETF flows.
Redefining Behavioral Finance
Despite the countless articles, research studies, and books published on behavioral finance and its impact on financial advice, very few writings provide actionable insights for how to incorporate these concepts into client relationships or the fundamentals of investing. We identified three reasons why in a previous post.
Most of the content published on this topic explains what behavioral finance is, its significance, and the definitions of various biases that plague investors.
As a result, advisors are left with interesting anecdotes or pop-psychology musings when what is really needed is a multi-step solution of coaching, investment selection, and repeated communication to fully address the ingrained instincts that drive “irrational” investor behavior.