Plus: Breaking the active management habit, the active-passive research conundrum, and recalculating retirement savings calculators
Plus: Gold is investing in monetary chaos, corporate bonds fly off the shelves, and more fuzzy employment math
Better performance and State Street's distribution muscle are key success factors.
Real estate-focused exchange traded funds attracted $1.5 billion in new money in June, followed by $1.3 billion the month before, according to FactSet.
<i>Breakfast with Benjamin</i> Investors are flocking to junk bond ETFs, showing another leg of risk-on investing.
Asset managers must expand the depth and breadth of their offerings to become more relevant and differentiated.
Plus: Diversification varies when it comes to ETFs, Wall Street starts cutting pay, and the next President will need to figure out how to handle Congress
Treasury yields hit the floor while stocks hope for the best.
<i>Breakfast with Benjamin</i> The direction of bond yields does not bode well for the equity markets.
String of negative earnings don't support stock price valuations.
<i>Breakfast with Benjamin</i> The sudden rally in Japan has some citing a turnaround, riding on the wave of Abenomics.
Little to indicate the ETF industry is fully prepared for a major rush to the exits by investors.
<i>Breakfast with Benjamin</i> Liquid alternative strategies are growing up, and that means some growing pains.
<i>Breakfast with Benjamin</i> Jeffrey Gundlach is embracing the safe haven of gold: "Things are shaky and feeling dangerous."
<i>Breakfast with Benjamin</i> Morningstar reshuffles the deck in the active-passive debate, expanding the framework to fold in strategic beta.
The Fed has been the biggest variable in driving ETF flows. But for now investors are looking to stock-proof, not Fed-proof, their portfolios.
<i>Breakfast with Benjamin</i> There are ways to protect your bond holdings from the whims of the Federal Reserve.
Some of the more exotic ETF strategies may be difficult to defend as being in a client's best interest.
The DOL fiduciary rule will forever change financial advice, and the industry now faces the challenge of adapting to the new regulation.
More than 30,000 non-traditional ETF transactions, totaling approximately $1.7 billion, were carried out by Oppenheimer representatives, according to the regulator.
