Archive | Frontier Market ETFs

Emerging Markets Versus U.S. Small Caps: Which Provides Better Reward For The Risk?

Downward revisions to economic growth going forward have little to do with the weather in the first few months of the year. Yet economists are already concluding that gross domestic product (GDP) in the second, third and fourth quarters will be lower than originally anticipated. Similarly, the National Retail Federation (NRF) is blaming the so-called [...] Continue Reading...


Is A Little “Bubble Paranoia” Good For Your ETF Portfolio?

Authors Lu Wang and Joseph Ciolli at Bloomberg described the fear of U.S. stocks falling as ‚Äúbubble paranoia.‚ÄĚ Yet, if fundamental and technical indicators both suggest that U.S. stock assets are extremely overvalued, is the maladjustment with some investors or with the markets themselves? The above-mentioned writers explained that U.S. Federal Reserve members believe asset prices [...] Continue Reading...


Value Versus Momentum: What Should You Buy For Your ETF Portfolio

In a world of high-frequency trading, central bank rate manipulation and cross-border fund flows, fundamental value often gets pushed to the back burner. Without question, U.S. stocks are very expensive — inordinately overpriced. Nevertheless, most will opt to continue placing their faith and their hard-earned dollars in what they know. Can one pursue reasonably priced equities [...] Continue Reading...


International Stock and Bond ETFs Deserve More Of Your Allocation

U.S. corporate earnings growth has slowed. Heck, if you are looking at companies in the Dow Industrials, earnings have actually declined for three of the last four quarters. Yet record highs for broader U.S. stock benchmarks continue stealing the headlines. Are U.S. corporations genuinely thriving? In the aggregate, one can say that they’ve increased profitability through [...] Continue Reading...


What You Don’t Know About Relative Strength Shifts In ETFs Can Hurt You

One of the best web sites for identifying trends in the ETF marketplace is ETFscreen.com. And one of the best features at the data aggregation portal is the Relative Strength Factor (RSf) reporting. According to ETF Screen, the Relative Strength Factor (RSf) represents a percentile ranking of fund performance relative to all other funds in the [...] Continue Reading...


Great Rotation? ETFs Encounter A Different Kind Of Shift In 2014

Whatever happened to the “Great Rotation?” You remember the predictive theory that ultra-low yields would encourage investors to rotate out of bonds and into stocks. The notion picked up steam shortly after the Federal Reserve announced its intention to taper its quantitative easing (QE) program in May of 2013. Yield-sensitive assets of all stripes — [...] Continue Reading...


Three Big Time Trends That ETF Investors May Miss

How do stock market benchmarks pop 1% out of the blue? Check your Twitter news feed. Crimea voted to join Russia as everyone anticipated. Industrial production rose more than expected in February. And the second largest e-commerce site in the world, China-based Alibaba, is getting increasingly close to an IPO date. In essence, buying the previous [...] Continue Reading...


An Easy Way To Insure Against A Big Loss With Your ETFs

One of the more noticeable trends in the current U.S. stock bull has been the flip-flopping of the bears. Steven Russolillo at WSJ.com recently profiled a variety of prominent voices who received accolades in the past for extreme pessimism. Yet, even as price gains started to pile up in 2009, 2010, 2011, 2012, these folks [...] Continue Reading...


Why Across-The Board Negativity On Commodity-Related ETFs May Be Misplaced

Investors are punishing commodity-rich countries yet again. As popular developed market funds like iShares MSCI United Kingdom (EWU) prosper, iShares MSCI Canada (EWC) and its heavy energy allocation keep the exchange-traded tracker languishing near 52-week lows. Similarly, iShares MSCI Frontier Markets 100 (FM) continues attracting buyers, whereas copper king Chile via iShares MSCI Chile (ECH) [...] Continue Reading...


Low P/E ETFs Become Less Risky When They Boast Technical Uptrends

Many value-oriented stock pickers do not see a self-sustaining U.S. economy and they continue to play “Taps” on their trumpets. Commonly cited warning signs include: (1) The 10-year annualized price-to-earnings (P/E) ratio of U.S. stocks is above 25, (2) In absolute dollar terms, the amount of borrowed money (i.e. margin debt) in the stock market [...] Continue Reading...


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