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The Zacks Analyst Blog Highlights: GLD, BTAL, REZ, EWZ And OUSA

Published 06/05/2019, 09:22 PM
Updated 07/09/2023, 06:31 AM
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For Immediate Release

Chicago, IL – June 6, 2019 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: SPDR Gold Shares (TSXV:GLD) , AGFiQ U.S. Market Neutral Anti-Beta Fund BTAL, iShares Residential Real Estate ETF (ASX:REZ) , iShares MSCI Brazil Capped ETF EWZ and O'Shares FTSE US Quality Dividend ETF OUSA.

Here are highlights from Wednesday’s Analyst Blog:

5 ETFs for June

May was tumultuous for stocks, mainly due to rising trade tensions. But June looks no less scary. The month started by dragging the Nasdaq into correction territory. There are reports that the U.S. government is planning to grill a bunch of big tech companies with antitrust and business practice probes. Shares of Alphabet (NASDAQ:GOOGL), Amazon (NASDAQ:AMZN), Facebook (NASDAQ:FB) and Apple (NASDAQ:AAPL) took a hit on the first trading day of June.

U.S. manufacturing data also came in weak. The latest reading pointed to the choppiest pace of expansion in the manufacturing sector since October 2016. Manufacturing numbers in other countries have come in weary.

Overall, the still-unresolved U.S.-China trade war, global growth issues and Brexit concerns — especially about what might happen after Theresa May’s resignation — are making global investors jittery, boosting demand for safe-haven assets and in turn lowering yields.

In any case, June is not known for good returns. A consensus carried out from 1950 to 2018 shows that June ended up offering positive stock returns in 35 years and negative returns in 34 years, per moneychimp.com, with an average negative return of 0.08%.

Against this backdrop, we highlight a few ETF options that can come across as intriguing bets for the month.

Gold – SPDR Gold Shares

As risk-off trade sentiments took centerstage in May, safe-haven assets like gold should continue to trend higher. A dovish Fed and low levels of interest rates are the other positives for the commodity and related funds like GLD (NYSE:GLD).

Long/Short – AGFiQ U.S. Market Neutral Anti-Beta Fund

In a volatile environment, long-short ETFs like BTAL should do well. The underlying Dow Jones U.S. Thematic Market Neutral Anti-Beta Index is a long/short market neutral index that is dollar-neutral (read: ETF Winners & Losers As China Retaliates).

Real Estate – iShares Residential Real Estate ETF

The real estate corner of the broad market has been an area to watch lately given the Fed’s dovish stance that has kept the rates subdued and increased the appeal for rate-sensitive stocks. Flight to safety thus pushed the benchmark U.S. treasury yield to a multi-month low. Since real-estate sectors perform better in a low-rate environment, these stocks have every reason to beat the broader market in June (read: One Year of Trade Spat: 5 ETF Winners).

Brazil – iShares MSCI Brazil Capped ETF

If we go by the median of 17 forecasts from traders, brokers and strategists, Brazil’s benchmark Bovespa stock index is expected to rise 27% in 2019 to end the year at 112,000. Brazilian stocks fared better in May despite the global market turmoil as domestic investors braced for an easing political climate. However, growing uncertainties about the timing and size of a long-awaited pension reform promised by Bolsonaro raises questions about market conditions for 2020.

Dividend – O'Shares FTSE US Quality Dividend ETF

The underlying FTSE US Qual / Vol / Yield Factor 5% Capped Index measures the performance of publicly listed large-capitalization and mid-capitalization, dividend-paying issuers in the United States. Dividend stocks often beat their non-dividend paying counterparts amid market turmoil. Stocks with high dividend point to quality investing — a pre-requisite to making money in a volatile environment. Even if there is capital loss, dividend payments make up for it to a large extent. The fund yields 2.80% annually (read: 4 High-Dividend ETF Winners Amid May's Trade Tantrum).

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit http://www.zacks.com/performance for information about the performance numbers displayed in this press release.



SPDR Gold Shares (GLD): ETF Research Reports

iShares MSCI Brazil ETF (EWZ): ETF Research Reports

O'Shares FTSE US Quality Dividend ETF (OUSA): ETF Research Reports

AGFiQ US Market Neutral Anti-Beta Fund (BTAL): ETF Research Reports

iShares Residential Real Estate ETF (REZ): ETF Research Reports

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