April 5, 2021
Some of the air came out of the clean energy trade in the first quarter, but with the Biden Administration prepared to spend big on this issue, renewable energy funds like the
ACES follows the CIBC Atlas Clean Energy Index. That benchmark is comprised of U.S.- and Canada-based companies that primarily operate in the clean energy sector. Constituents are companies focused on renewables and other clean technologies that enable the evolution of a more sustainable energy sector.
Some researchers are forecasting a massive amount of cash heading to renewable energy stocks in the coming years – a scenario that should benefit ACES.
On March 11, President Biden signed the $1.9 trillion American Rescue Plan Act into law. This comes on the heels of $2.6 trillion in COVID-related spending in 2020. According to the Government Accountability Office, the U.S. national debt hit $26.9 trillion as of September 30, 2020 with the $4.2 trillion increase over 2019 being the highest on record.
1 With this as background, it probably surprised very few people when Bloomberg News recently announced: “Biden Eyes First Major Tax Hike Since 1993 in Next Economic Plan.”
2
Yes, the prospect of higher taxes in our not too distant future is real. The question is what higher tax rates will look like and who will be impacted? While there is a long way to go between now and the passage of major tax legislation, initial indications seem to be positive for most retirees.
The Fixed Income Conundrum: Part 2 Diversification Solutions April 5, 2021
For investors and advisors, planning for income has been a consistent and escalating challenge for more than a decade. More recently, we have seen a yield curve inversion, a recession, and the 10-year treasury drop to a historic low at just over 0.50%. Today, plan implementation with traditional bonds is as challenging as it has ever been while inventories are light, spreads are tight, and yield is hard to come by. At the same time, we have seen a massive rise in the availability and adoption of fixed income ETFs as a viable alternative to achieve diversified exposure in the fixed income markets. In fact, according to Bloomberg, U.S. fixed income ETF assets are nearing $1 trillion (exhibit 1). Additionally, fixed income ETF growth has spanned all areas of the fixed income market and now offers easy access and diversification opportunities previously not readily available to individual investors. In the fol
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Need a Quality Small Cap ETF with a Touch of Value? April 5, 2021
Getting small cap exposure is a must nowadays, but sifting through the Russell 2000 to find a mix of quality and value is not an efficient way to do things. The
SQLV seeks to track the investment results of an index composed of equity securities of small-capitalization companies that are traded in the United States. The fund seeks to track the investment results of the Royce Small-Cap Quality Value Index.
The underlying index utilizes a proprietary methodology created and sponsored by the fund’s subadvisor. The subadvisor is affiliated with both LMPFA and the fund. The fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in securities that compose its underlying index.