Mutual Funds

CHAPEL HILL, N.C. — Low-volatility ETFs appear to be yet another example of an investment product that should have protected investors during the coronavirus pandemic but didn’t. These are exchange-traded funds that invest in stocks with the lowest trailing volatility. Researchers have found that such stocks not only continue to exhibit below-average volatility going forward,
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Locked-down music lovers are dusting off golden oldie playlists to reminisce about time spent with friends, lip-syncing songs such as Don’t Stop Believin’ through kitchen-tong microphones. The 1981 classic by Journey, Don’t Stop Believin’, is seeing 362,000 streams a week, launching it back into the top 200 chart, and a Nielsen survey showed almost two-thirds
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The biggest problem with exchange traded funds (ETFs) has to do with concept of indexing itself. Indices cover different asset classes (equity, bonds, currencies, commodities), geographical markets or investing styles and strategies. An index, effectively a basket of securities, is provides a proxy for price movements, returns and relative performance of an individual portfolio. Except
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The benefits of index funds include diversification and low cost. But the trade-off investors endure is that these funds lurch downward with the market — as they did last week. Despite Monday’s strong U.S. market rebound, some investors may not have the patience (or the stomach) to sit on their hands until the market gets
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iStockphoto Can a factor approach better help investors identify good fixed-income plays, like “fallen angel” bonds? As the bond bull market grinds on, investors increasingly see fixed income as fertile ground for factor investing. “Factors” are broad characteristics of securities, such as volatility, momentum, and quality, that can be quantified and harnessed to achieve a
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If you’re wondering whether environmental, social and governance (ESG) investing is taking off, consider this: the term ESG was used during 100% more S&P 500 corporate earnings calls in the second quarter of 2019 compared with the first quarter, according to FactSet. And while the actual number of mentions was only 24 (compared with 12
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