Constructing Portfolios for the Fourth Quarter and Beyond: Bonds (Part 2)
Constructing Portfolios for the Fourth Quarter and Beyond: Equities (Part 1)
Low rates have encouraged risk taking, but equity returns have been supported by earnings growth. Growth is expected to slow and rates are expected to rise but remain low – creating challenges for investors
August Flash Flows: The Show Goes On
July Flash Flows: Fragile or Sturdy? Bullish or Worried?
May Flash Flows: Cyclicals Keep Running to Records
ETFs took in $65 billion in May, their 7th consecutive month with more than $50 billion of flows — a record streak coinciding with $548 billion of flows in those months.
Charting the Market: Previewing a Pivotal Q1 Earnings Season
Is Now the Time for Sector Investing?
How Deep Is the Value Rally?
Charting the Market: A New Season of Higher Rates
Income Generation Is a Problem – Plus, The Taxman Clips Your Coupon
Charting the Market: Where Are There Value Opportunities?
Earnings Preview for Innovative Firms
Charting the Market: A Boom/Bust Year for Active Management
How to Value Thematic Strategies
November ETF Flows: Getting Closer to the End of the Tunnel
Where to Seek Income Amid a Sea of Low Rates
October ETF Flows: This Is the Way
Fixed income and thematic ETFs continued to see strong inflows in October; bond ETFs took in more than $19 billion.