Written by David Fabian, December 07th, 2016
The closed-end fund marketplace is one of over 500 offerings that span virtually every global asset class. This makes the landscape both ripe with opportunity for savvy participants and consequently laden with pitfalls for those who misunderstand this vehicle. Read more
Written by David Fabian, December 06th, 2016
A simple screen for the year’s top-performing unleveraged ETFs reveals the unabashed strength of natural resource stocks as a standout group. Much of this momentum can be attributed to a combination of the rebound in commodities paired with an extremely beaten down industrial complex. In a year where the unexpected has become the norm, this sector has risen to the top despite its skeptics and also experienced some volatile bumps along the way.
As we head into the final stretch of 2016, the strongest ETFs are primarily made up of companies with a metals and mining focus.
Read the complete article at NASDAQ.com
Written by David Fabian, December 03rd, 2016
Real estate stocks have taken a beating in recent months as rising interest rates derail the momentum of this beloved income sector. Yet despite the dip in traditional housing and commercial REITs, one high yield segment of the market is still seeing surging prices.
Mortgage REITs (or mREITs) have largely ignored the trend in Treasury bonds and instead focused on the continued strength in overall credit conditions. This has translated into new all-time highs for the small group of exchange-traded funds that track these investments. Read more
Written by David Fabian, December 01st, 2016
Investors like to stick with what they know and that is often demonstrated in the use of a single fund company for all their wealth. I see it quite frequently when I review portfolios for prospective clients. “I’m a Vanguard guy.” “I love Fidelity funds.” “All my money is at American Funds or PIMCO or T. Rowe Price.” Read more
Written by David Fabian, November 29th, 2016
The nature of investing is one that we are constantly looking in the rear-view mirror to anticipate what our expectations are for the future. This often leads to considerable hopes that existing trends will extend indefinitely or that we will be able to easily spot any rough spots on the road ahead.
Bond investors have likely felt a sense of building confidence over the years as low volatility and global risk aversion have buoyed fixed-income prices. The relative consistency of capital growth, coupled with the “lower for longer” outlook of interest rates, has created a complacent atmosphere overall.