ETF Analysis & Opinion

After a pullback in September, U.S. equity markets are up this month, at least so far. Investors remain jittery about what may be next for their equity portfolios in the days ahead.In particular,...

The foreign exchange market is the largest and most liquid financial market worldwide. Currencies move for a range of reasons, such as economic data, interest rates and inflation levels. Traders,...

The energy sector is a critical part of the US and global economy and this slice of global markets deserves a spot at the asset allocation table. But as an investment it’s been a disappointment...

Long-term equity portfolios typically diversify across sectors and regions, as well as market capitalization (cap). Understanding the characteristics of these categories is important as they have...

On Oct. 1 a new, thematic exchange-traded fund (ETF) was launched, with a focus on special purpose acquisition companies (SPACs)—a trend that's become Wall Street's most recent darling.The fund,...

A broad, equal-weighted measure of commodities topped last week’s wide-ranging gains across the major asset classes, based on a set of exchange-traded funds. In close pursuit: US and emerging...

Exchange-traded funds (ETFs) enable market participants to trade baskets of assets in single transactions on formal exchanges. Today, we re-visit the topic of bond ETFs and introduce several funds...

Shareholder activism and public sentiment are putting increasing pressure on companies to address environmental, social and governance (ESG) issues. In a previous post, we discussed...

Tuesday's selling was a flash in the pan quickly undone by Wednesday's trading. The Russell 2000 (via IWM) sharply advanced, taking out the August swing high with technicals all firmly in the green....

As broader markets face continued pressure, many investors are hunting for the next big opportunity. Viewed through that lens, one area gaining attention issmall-capitalization stocks and the...

Research Highlights The SPY has been trading below its previous peak resistance level from March for more than two weeks and has begun to retest this level. If the SPY can clear this level on...

Recent data highlight that segments of the U.S. real estate sector have been booming as people fearful of the ongoing pandemic spread and sheltering in place look to leave big cities and search for...

The Russell 2000 (via IWM) shown the most promise into last week's close and yesterday followed that with a move past the most recent swing high—albeit on light volume. In doing so, it returned...

Many retail investors are currently wondering how the rest of October, which has a reputation for being a volatile and often negative month for stocks under normal conditions, may play out in 2020....