- A Low-Volatility Approach to Emerging Markets @ Morningstar - 20 hours ago
Low-volatility strategies can work well in more-volatile asset classes.
- A Defensive-Stock Fund for Risk-Averse Investors @ Morningstar - Fri, Apr 11, 2014 7:00 AM EDT
Low-volatility funds offer lower risk but not necessarily better returns than the market.
- [$$] Energy Stocks Strong Even in a Tough Market @ Barrons.com - Wed, Apr 9, 2014 3:55 PM EDT
That is what happened to oil and gas stocks over the past week, but if we look at their charts in isolation we will see a rather healthy picture. The Select Sector SPDR Energy exchange-traded fund (XLE) scored a textbook breakout March 28 by closing above the top of a five-month trading range (see Chart 1).
- Key investment strategies and expenses behind the new JMLP fund Market Realist - Wed, Apr 9, 2014 9:00 AM EDT
On March 27, 2014, the Nuveen All Cap Energy MLP Opportunities Fund (JMLP) executed its IPO of 12.8 million shares priced at $20.00 per share, raising $255.0 million of gross proceeds, excluding the over-allotment ...
- Does high liquidity for leveraged loans mean strong demand? Market Realist - Tue, Apr 8, 2014 1:00 PM EDT
When fund flows increase, they suggest that institutions' and individuals' investments in the leveraged loan market have increased, which uplifts the liquidity in the market, and vice versa.
- [$$] Beyond Bogle: The New Indexing @ Barrons.com - Sat, Apr 5, 2014 5:10 AM EDT
When John Bogle launched the first index fund 38 years ago, it was intended as a common-sense, cheap way for individuals to invest in stocks. Index funds themselves have undergone an even more radical change -- so much so that the meaning of "index" has been stretched to the point of incomprehension.
- [$$] Time to Get Into These Unloved Funds @ Barrons.com - Sat, Apr 5, 2014 2:10 AM EDT
According to a Morningstar study, "Buy the Unloved," if you buy one fund from each of the three most unpopular categories—those with the biggest outflows in the previous year—and hold the funds for three years, you can beat the market. So, this year buy gold, commodities, and high-quality large-company growth funds, as …
- Nomura: Beijing Sends Another Stimulus Signal @ Barrons.com - Wed, Apr 2, 2014 11:31 AM EDT
Nomura Securities is a big believer that Beijing will launch fiscal and monetary stimulus packages in the second quarter. Economist Zhiwei Zhang published another note today, saying Premier Li Keqiang ...
- Must-know: Are short Interest spikes actually bullish indicators? Market Realist - Fri, Mar 28, 2014 1:00 PM EDT
Sudden spikes in the short interest ratio could lead to sudden increases in the price for the ETF shorted. This is called a "short squeeze."
- Fool's Gold? @ Morningstar - Fri, Mar 28, 2014 7:00 AM EDT
After three consecutive years of negative returns, it might be gold miners' time to shine.
- Treasury ETFs Diverge in Two Fundamental Directions @ Minyanville - Tue, Mar 25, 2014 12:58 PM EDT
The initial reaction to Janet Yellen's comments last week bode well for long-term Treasury bonds, but investors should prepare themselves for ongoing shifts.
- A Better Fundamental Index @ Morningstar - Tue, Mar 25, 2014 7:00 AM EDT
Schwab's newest fundamental-index exchange-traded funds.
- Where is the Leading Indicators Index leading the economy? Market Realist - Thu, Mar 20, 2014 1:00 PM EDT
An increase in the Leading Indicators Index reflects an economy that is expanding moderately.
- Why 3-year Treasury notes failed to attract a crowd last week Market Realist - Wed, Mar 19, 2014 5:00 PM EDT
Treasury Notes, or T-Notes, are issued at lengths of two-year, three-year, five-year, seven-year, and ten-year maturities.
- A Better Way to Invest in Commodities --- or Even the 'Fear Index'? @ Barrons.com - Wed, Mar 19, 2014 12:08 PM EDT
Plenty of investors want to own commodities and inverse assets in theory. The oft-published disclaimer says this index or that is "not directly investable." The commodity futures market, which is where funds resort unless they store gold or silver in a vault, is a slippery beast. Startup AccuShares Investment Management submitted …
- The Default Portfolio @ Morningstar - Wed, Mar 19, 2014 7:00 AM EDT
A portfolio of low-cost index funds isn't a bad starting point for the average investor.
- Even the Luck of the Irish Can't Win Over CEF Investors @ Barrons.com - Mon, Mar 17, 2014 3:31 PM EDT
Despite tales of Stonehenge and Robert the Bruce, scientists at Glasgow University determined the Blarney Stone originated in Ireland. So the stone promising the gift of gab is itself based on a yarn, its raw material as Irish as barmbrack or Guinness.
- BRIC Watch: Brazil May Keep Falling 24/7 Wall St. - Sat, Mar 15, 2014 8:50 AM EDT
This year continues to be a miserable one for investors who want to believe in emerging markets like Brazil, the land that offers hopes and dreams but little in the way of market gains. Brazil’s benchmark ...
- What Do MSCI Frontier Markets Have In Common? Very Little @ Barrons.com - Fri, Mar 14, 2014 11:31 AM EDT
Global investors are always looking for yield - and frontier markets have been the new emerging markets since the Federal Reserve first publicly floated the idea of QE tapering last May. Year-to-date, the iShares MSCI Frontier 100 ETF (FM) gained 1.7%. Meanwhile, the iShares MSCI Emerging Markets ETF (EEM) slumped 8.3%. …
- [$$] Opportunity Knocks @ Barrons.com - Sat, Mar 8, 2014 2:43 AM EST
A decision by two index makers to drop BDCs from widely followed benchmarks like the Russell 2000 sets up ETFs and index funds for heavy selling in the coming weeks and months -- an opportunity for careful buyers. BDCs' woes started in late February, when S&P Dow Jones Indices acted to remove a headache for institutional …
- Why It Is Now Dangerous to Be Long US Equities @ Minyanville - Fri, Mar 7, 2014 9:55 AM EST
Exhaustion signals are adding up.
- Good News for Gold Miners: Country Risk Improving @ Barrons.com - Thu, Mar 6, 2014 11:23 AM EST
One of the biggest risks to gold miners like Newmont Mining (NEM), Goldcorp (GG) and Barrick Gold (ABX)--besides the lower price of gold--has been that the country's that house their mines will make life difficult for them. In fact, it's one of the big reasons that Newmont has had a tough time this year--Indonesia wants …
- A good weekly outflow: Must-know loan market outlook Market Realist - Tue, Mar 4, 2014 12:00 PM EST
SPDR S&P 500 ETF Trust (SPY) and Vanguard Total Bond Market ETF (BND) prices were down by 10bps and 2bps, respectively.
- 4 Bond Portfolios for More Income, Less Risk @ Kiplinger - Tue, Mar 4, 2014 12:00 AM EST
Choose the right well-diversified collection of bond funds for you.
- What to watch: White-hot gold mining funds @ USA TODAY - Fri, Feb 28, 2014 8:48 PM EST
Two months into 2014, one mutual fund is up more than 100%. But beware chasing these gains.
- Michael Gayed: Is Gold Pausing or Rolling Over? @ Minyanville - Fri, Feb 28, 2014 1:40 PM EST
The commodity has been on fire, but is the flame about to go out?
- Why low inflation is keeping the bear market in check Market Realist - Thu, Feb 27, 2014 4:44 PM EST
This article examines the dynamic of real interest rates in the USA and the implications for fixed income investors.
- Must know: Choosing or avoiding ETFs based on their performance Market Realist - Tue, Feb 25, 2014 8:00 AM EST
For a period of five years, HYG tops the list (13.44%), while for ten years, TLT again moves ahead (6.15%).
- Natural Gas Falls 11% At Close @ Barrons.com - Mon, Feb 24, 2014 3:12 PM EST
It's a cold day in New York City. So what gives with natural gas futures? The harsh winter and artic cold in the Midwest and Northeast have fueled a steep price climb over the last few months. Monday morning, ...
- EM Power Ranking: India and Indonesia Favored This Year @ Barrons.com - Mon, Feb 24, 2014 7:41 AM EST
I start each week highlighting previous week's best and worst performing emerging-markets single country exchange-traded funds, using the most heavily traded for each nation. Not only did the pace of foreign ...
- Can Gold Futures Hold Onto Gains? @ Barrons.com - Fri, Feb 21, 2014 11:34 AM EST
Will gold futures manage to deliver another weekly gain? Prices for gold futures for April delivery climbed Friday, rising 0.23% to $1,320.90 an ounce on the Comex division of the New York Mercantile Exchange, with violence in the Ukraine fueling some safe-haven support for the metal. It didn't do much to help Newmont …
- Demand shocks: Why high yield bond funds flows moved up Market Realist - Fri, Feb 21, 2014 9:16 AM EST
Know why the high yield bond market rebounded after two weeks of consecutive outflows.
- Are the S&P 500 and Dow Jones Really in a Period of Disconnection? @ Minyanville - Wed, Feb 19, 2014 10:33 AM EST
The sensation of a disconnect is nothing more than an illusion. Here's why.
- Natural Gas Surges Again --- But How Much Higher? @ Barrons.com - Wed, Feb 19, 2014 10:09 AM EST
Another day, another violent move in the price of natural gas, with the commodity's most actively traded futures contract surging 7% Wednesday morning. A much-anticipated inventory report tomorrow is expected to show another large reduction in the country's natural-gas stockpile, which is one key reason for the heavy interest …
- Gold Bugs Chart Dilemma: Breakout or Fake Out? 24/7 Wall St. - Mon, Feb 17, 2014 8:45 AM EST
Gold is back. After challenging $1,200 per ounce in December, gold bugs have become bullish again and the shiny yellow metal is back above $1,300 per ounce. Now a key technical milestone has been hit that ...
- Not Again --- Will Emerging Markets Take Down Gold? @ Barrons.com - Thu, Feb 13, 2014 12:34 PM EST
The gold market's 2013 bugaboo was exchange-traded funds. The argument surfaces this morning at Goldman Sachs, where commodity strategists led by Jeffrey Currie warn weak emerging-market demand could be an issue for gold, soybeans, iron ore and platinum, but not oil: Combining all our results, the relatively small leverage …
- [$$] More Support for Gold: Charts Take Bullish Turn @ Barrons.com - Wed, Feb 12, 2014 6:00 PM EST
Although there are still plenty of doubters, the charts of gold and gold mining stocks look rather good. And for the first time since December 2012, the Market Vectors Gold Miners exchange-traded fund (GDX) traded above its 200-day moving average (see Chart 1). And while gold itself, as represented by the SPDR Gold shares …
- Ashmore: 5 Conditions For EM Turnaround, We Are Almost There @ Barrons.com - Tue, Feb 11, 2014 12:34 PM EST
Emerging markets specialist Ashmore Investment Management listed five conditions required for the sour sentiments towards emerging markets to turn around. First, the technicals. According to Ashmore, the ...
- Bonds as the Ballast @ Morningstar - Fri, Feb 7, 2014 7:00 AM EST
Despite their relatively low expected returns, bonds still provide diversification and stability.
- Fearful? These Volatility ETN Traders Aren't @ Barrons.com - Wed, Feb 5, 2014 10:55 AM EST
Mr. Market may be worried about stock valuations, the Federal Reserve, instability in emerging markets, and so forth. Nick Taborek and Callie Bost of Bloomberg News have the story on VelocityShares Daily Inverse VIX Short-Term ETN (XIV), which has slumped nearly 25% in the new year, including 4% on Wednesday. This one …
- On ETF Rebalancing Day, Is Somebody Frontrunning Your Trade? @ Barrons.com - Mon, Feb 3, 2014 9:09 AM EST
Chris Dieterich of the Wall Street Journal has a timely story on what happens when portfolio managers are too predictable with their monthly rebalancing. The story focuses on Good Harbor Financial, an ETF portfolio manager known for its high-performing tactical investing strategies. The firm manages or advises on $11 …
- [$$] In Picking Mutual Funds, R.I.P. Can Be as Crucial as P/E @ Barrons.com - Sat, Feb 1, 2014 12:01 AM EST
Smart mutual-fund investors look to a manager's track record, investment strategy, and the attractiveness of the fund's portfolio before buying. Fund-watcher Morningstar tracks 7,461 mutual funds, and its count since 1994 of obsolete funds—those merged away or liquidated—is 7,183. "Survivorship bias," as this quirk is …
- Avoiding Madoff --- or Just a Troubled ETF Manager @ Barrons.com - Tue, Jan 28, 2014 4:48 PM EST
The panel slides from moderator Katherine Earhart, director of BlackRock's (BLK) iShares Connect program, laundry-listed key questions: Does the manager have a consistent process? Does the manager have ETF knowledge and expertise? What is the manager's client communications process? Melanie Hardin, executive vice president …
- Bad Time for Emerging Markets: 2014 ETF Outlook @ 24/7 Wall St. - Fri, Jan 24, 2014 2:37 PM EST
When Goldman Sachs and J.P. Morgan said to avoid emerging markets in 2014, many investors and market participants thought that the firms were merely sticking to a 2013 trend for too long. Now that call ...
- Michael Gayed: Great Rotation Back to Bonds? @ Minyanville - Tue, Jan 21, 2014 10:07 AM EST
Bonds continue to look like they may have bottomed, and could cause a rotation out of stocks.
- [$$] The Best Funds for Emerging Markets @ Barrons.com - Sat, Jan 18, 2014 12:01 AM EST
That's particularly problematic, given that the entire category has fewer than 200 funds (198, to be exact, according to Morningstar), and 83 of them don't even have a three-year track record. If that's your preferred route, the broadest emerging-markets index ETF is the $38 billion iShares MSCI Emerging Markets (EEM), …
- Precious Metals Sloping Up for 2014 @ Minyanville - Mon, Jan 6, 2014 11:40 AM EST
Last year was a difficult one for precious metals, but thanks to the process of contango, future prices are moving upwards.
- How Did Facebook End Up in the S&P 500? @ Morningstar - Tue, Dec 17, 2013 7:00 AM EST
We dive into the process for adding companies and booting them from the iconic index.
- Is Your Multi-Asset ETF Ready for 2014? @ Minyanville - Tue, Dec 10, 2013 11:58 AM EST
Choose the ETF that's right for your investing style.
- An ETF to Match the Market Kiplinger - Tue, Dec 3, 2013 12:00 AM EST
Vanguard Total Stock Market owns almost every publicly traded U.S. company worth at least $10 million.