In this month’s video, I look at the technical trends developing in stocks and bonds. Chart review includes analysis of large-cap, small cap, international, Treasury bonds, and gold prices. Observations of risk and reward are noted throughout with an emphasis on moving averages as a source of support or resistance. Recorded on April 11, 2017.
It feels like we have almost packed a full year’s worth of stock market price action into just the last two weeks. With so many diverging market sectors and overall fluctuations, I thought it would be prudent to do an examination of some key charts.
Taking a closer look at these categories can help frame macro views as well as determine areas of strength and weakness. Read more
In my experience as an investment advisor, most portfolios that utilize exchange-traded funds have an embedded “home country” bias. This means that the majority of the underlying assets are focused in U.S.-centric stocks and bonds rather than foreign markets.
This trend has been further exacerbated in recent years by the outperformance of U.S. large cap stocks versus their international peers. Many ETF investors have grown weary of the persistent lagging returns and heightened volatility of both developed and emerging markets. As a result, they have underweighted or altogether eliminated these assets from their portfolios.
As we near the mid-point of 2016, I examine some of the top ETFs for YTD fund flows. Many of these names are obvious defensive plays and may signal some short-term exhaustion in price. Observations of risk and reward are noted throughout. Charts include: large cap stocks, international stocks, low volatility stocks, bonds, gold, and more. Recorded on June 22, 2016.
Exchange-traded funds (ETFs) have proven to be one of the most low-cost and effective ways of accessing the stock and bond markets through a diversified basket of securities. These vehicles provide instant, transparent, and liquid access to virtually every corner of the global investment landscape. They have also demonstrated a much more consistent performance story than actively managed mutual funds, hedge funds, or even separate accounts.
Yet despite those glowing attributes, many advisors have been hesitant to adopt significant ETF exposure for their clients’ portfolios. Some may feel comfortable with one or two well-known indexes such as the SPDR S&P 500 ETF (SPY) or iShares MSCI EAFE Index (EFA). However, branching beyond those plain vanilla benchmarks may prove to be difficult given some of the embedded industry barriers.