FMD Capital Management

Mid-Year ETF Roundup: Defense Wins Championships

Written by David Fabian, July 06th, 2016

The mid-point of 2016 is an excellent occasion to review the exchange-traded fund (ETF) landscape.  The native transparency of ETFs allows us to visualize where investors are placing their hopes and where fund companies believe the next important trends will emerge.

Often times we see these big picture themes continue to develop for months and years as gathering momentum takes hold.  Furthermore, global market forces can have a significant impact on portfolio positioning and investor sentiment to further embellish winners or burden out-of-favor sectors.

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