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Investment That Protects You From Yourself: Bonds

Tue, 21 May 2013 09:55:48 -0400

ETFs to Watch May 21, 2013 (BOND, FEZ, NUGT)

Tue, 21 May 2013 06:27:38 -0400

Here is the ETF Professor's ETF Watch List for Tuesday, May 21, 2013.

Obvious plays of the day: Direxion Daily Gold Miners Bull 3X Shares (NYSE: NUGT) and the Guggenheim Solar ETF (NYSE: TAN).

Give the SPDR EURO STOXX 50 ETF (NYSE: FEZ) a look.

The First

PIMCO Set to Launch Three New ETFs

Mon, 20 May 2013 09:25:45 -0400

PIMCO is getting ready to launch three new actively managed exchange traded funds this year. The funds will follow the success of PIMCO Total Return ETF (NYSEArca: BOND). “These three ETFs are designed to provide income and preserve purchasing power,” says Don Suskind, head of ETF...

PIMCO Total Return ETF Held Fewer Treasuries than Fund

Mon, 13 May 2013 09:18:27 -0400

PIMCO Total Return ETF (NYSEArca: BOND) and the giant mutual fund of the same name are both managed by Bill Gross, but that doesn’t mean the portfolio holdings always line up exactly. Gross increased his bet on Treasuries in April. In April, the Total Return Fund raised its allocations in...

The Actively Managed ETF Landscape

Thu, 09 May 2013 12:30:09 -0400

While still only accounting for a fraction of the overall exchange traded fund space, actively managed funds have been quickly attracting new assets. According to AdvisorShares, actively managed U.S.-listed ETFs saw $3.6 billion in new asset inflows year-to-date through April 30, bringing active...

A Closer Look at the Active ETF Business

Fri, 03 May 2013 08:59:42 -0400

The actively managed exchange traded fund industry is going through a growth spurt, making it more important than ever for investors to understand the differences between active and passive management. Small differences in these funds can have a big impact upon a portfolio. “The first active ETF...

April ETF Roundup: Launches, Filings And Closures

Fri, 03 May 2013 07:00:56 -0400

April was a month of economic reporting on all sides, and the majority of the market finished the month with strong returns. Disappointing ISM and labor data was seen both early and late in the month, as April saw a slowdown in the growth of new U.S. private sector jobs. Gold dominated the headlines after the precious metal tumbled over 9% mid month, marking the largest single-day drop in 30 years. The Japanese central bank announced early in the month that it would implement a number of aggressive easing measures in an attempt to double the government bond holdings over the next two years, while an economic slowdown in China sent global investors into a frenzy [for updates on all new ETFs, sign up for the free ETFdb newsletter]. After last month’s trickle of new funds, April was a rush of products into the ETF space, with 18 new funds coming to market all throughout the [...]

Click here to read the original article on ETFdb.com.

CFTC Data Bearish for Bond

Tue, 30 Apr 2013 16:01:00 -0400

Active ETF Investing: 3 Things To Consider

Tue, 30 Apr 2013 09:00:07 -0400

While the bread-and-butter of the ETF industry has been index-tracking products, active ETFs are quickly growing in popularity as several funds have gained critical mass with investors. There are now more than 55 different active ETFs with a combined $13 billion and counting in total assets under management. More importantly, these funds have allowed retail investors to apply professional management to a variety of asset classes and strategies [see 10 Questions About ETFs You've Been Too Afraid To Ask]. What’s the Appeal? For investors, there’s a lot to like about active ETFs. First, given the markets heavy volatility over the last few years, active ETFs–because they are managed by a professional–have the ability to shift allocations and positions according to the economic environment. Recent studies have shown that managers with high “active shares”–or the percentage of a fund’s weight-adjusted portfolio that differs from its benchmark–can produce extra returns for portfolios. Typically, [...]

Click here to read the original article on ETFdb.com.

Where ETFs and Mutual Funds Diverge

Tue, 30 Apr 2013 07:50:36 -0400

Exchange traded funds have experienced inflows over the past year, while the mutual fund industry has experienced significant outflows. The ETF business has gathered over $1 trillion in assets under management, and for good reason. “Simple things that you’re used to in the stock market...

PIMCO Files To Replicate Mutual Funds

Fri, 26 Apr 2013 07:00:51 -0400

With reporting season well underway, the markets have enjoyed a strong upswing after a majority of sectors outperformed themselves. Following a wave of filings and launches over the last two weeks, this week was a relatively slow one for new ETFs. Just one firm announced plans for a new set of funds, which we could see as early as this summer [see ETF Database Launch Center]. Looking to replicate its success with , PIMC has planned more funds based on their existing mutual funds: The Diversified Income ETF: With BOND having one of the best returns for a new ETF in the history of the industry, PIMCO is continuing this strategy of mutual funds converted to ETFs. The Diversified Income Fund will be 10-years old this summer, and it has been one of the most popular mutual funds since its inception, due to its strategy of favoring a number of high potential [...]

Click here to read the original article on ETFdb.com.

Coincidence? ETFs With Memorable Tickers Performing Well in 2013

Tue, 23 Apr 2013 15:38:53 -0400

More than likely, it is just a unique coincidence, but some ETFs with memorable tickers are performing quite well this year. By "memorable," we mean those ETFs that use tickers that are actual words.

While there is no empirical evidence to suggest easy-to-remember ETF tickers result in long-term outperformance for the

Some Newer Bond ETFs Flourish

Tue, 23 Apr 2013 13:43:43 -0400

On a day when U.S. equities are soaring, bonds may not be the first thing on many investors' minds. Even with that in mind, it is worth noting that some newer bond ETFs have rapidly accumulated assets under management, even as stocks have soared.

Typically, a "new" ETF is a

ETF Chart of the Day: PIMCO Total Return

Thu, 18 Apr 2013 12:49:08 -0400

Trading at a fresh all-time high since inception this morning is BOND (PIMCO Total Return ETF, Expense Ratio 0.55%), which has made a ton of noise in the ETF world in quickly raising $4.9 billion in assets under management since its March 2012 inception. The ETF follows an actively managed...

What is Driving the Market Down Today? – Real Time Insight

Wed, 17 Apr 2013 17:05:01 -0400

Let us discuss the reasons why shares are down 1.5% today...and what it means for the future.

Three Actively Managed ETFs to Consider Right Now

Fri, 12 Apr 2013 15:05:31 -0400

Actively managed ETFs remain just a sliver of the overall ETF universe.

There are 1,445 ETFs and ETNs trading in the U.S., but a mere 58 are actively managed, a figure that equals just four percent of the U.S. exchange traded products universe, according to ETF Trends.

And when it comes

Active ETF Market Gearing Up

Thu, 11 Apr 2013 09:19:06 -0400

Established firms in passive indexed exchange traded funds as well as traditional mutual fund shops are preparing to launch actively managed ETFs. “If actively managed ETFs can outperform their index-based counterparts, they could be of great interest to both individual and institutional...

Fed Minutes Reveal QE3 Debate – Real Time Insight

Wed, 10 Apr 2013 12:25:01 -0400

Fed minutes reveal that some of the members are getting concerned over the economic costs of QE3.

Smaller, New ETF Providers Try to Chip Away at ‘Big Three’

Mon, 08 Apr 2013 13:20:12 -0400

The exchange traded fund industry has been dominated by the three largest providers, measured by assets under management. The smaller providers and new entrants into the business must find a particular strength to make a name for themselves. BlackRock iShares, State Street Global Advisors and...

PIMCO Total Return Bond ETF Still Betters Its Mother Mutual Fund

Fri, 05 Apr 2013 11:35:39 -0400

Bill Gross’ PIMCO Total Return Bond ETF (BOND) is still out performing its mutual fund counterpart (PTTRX), both Year To Date (YTD) and since its inception on 3/2/2012: Portfolio Performance Comparison (as of 4/4/2013) Ticker/Portfolio Name 1 WeekReturn* YTDReturn** 1Yr AR 1Yr Sharpe 3Yr AR 3Yr Sharpe 5Yr AR 5Yr Sharpe 10Yr AR 10Yr Sharpe [...]

Active vs. Passive Debate Spills Into ETFs

Wed, 03 Apr 2013 12:45:16 -0400

The debate over active management versus passive management remains, but in the end does it really matter? Both styles compliment exchange traded fund investing and when used together — they can both enhance a portfolio. “While some trace their history to as early as 2000, most were...

Yes, There Is Still Hope In Bond Investments

Wed, 03 Apr 2013 08:55:03 -0400

By MyPlanIQ:

Current bond yields are at historical low. Even though Federal Reserve's quantitative easing is ongoing and at some point, it is going to tail off. The Fed Chief Ben Bernanke is likely to retire next year. In the meantime, investors are forced to invest in risky assets. The S&...

Natural Gas a Go, Banks Go Slow, Outta the Bond

Mon, 25 Mar 2013 14:03:00 -0400

March 18, 2013: Are Bond Investors Doomed?

Tue, 19 Mar 2013 09:30:05 -0400

Fixed income bond investing is still full of opportunities.

Queasy Over U.S. Debt, Fed Policy? New ETF Bets Against the Dollar

Mon, 18 Mar 2013 13:52:31 -0400

Bond Asset Trends: Long Term Corporate Bonds Diverge From Long Term Treasuries

Mon, 18 Mar 2013 13:46:01 -0400

The following table from MyPlanIQ 360 Degree Market View shows the stark difference between long term investment grade corporate bonds (LQD) and long term Treasury bonds (TLT): Assets Class Symbols 03/15Trend Score 03/08Trend Score Direction High Yield JNK 3.68% 3.72% v Long Term Credit LQD 1.76% 0.59% ^ Intermediate Term Credit CIU 1.61% 0.98% ^ [...]

PIMCO, Schwab Hit $10 Billion in ETFs

Fri, 15 Mar 2013 16:30:39 -0400

The exchange traded fund industry is still dominated by the top providers, but other fund sponsors are attracting greater investment interest, capitalizing on their own specific market edge. PIMCO and Charles Schwab have now gathered over $10 billion in assets under management for their ETF...

With BlackRock deal, Fidelity bets on ETFs

Wed, 13 Mar 2013 08:18:25 -0400

The world’s biggest provider of exchange-traded funds and the world’s largest active mutual fund manager have struck a deal that will make more of the big, brand-name ETFs available without transaction costs.

Has the Great Rotation Started? – Real Time Insight

Thu, 07 Mar 2013 14:32:01 -0500

Equity ETFs are experiencing heavy inflows this year.

Should you ever buy into new ETFs?

Mon, 04 Mar 2013 07:07:19 -0500

How to judge ETF products that have little or no management track record.

Investment Researcher Picks Best Active ETFs

Fri, 01 Mar 2013 08:02:53 -0500

Actively managed exchange traded funds are still a drop in the bucket in terms of overall ETF assets. However, a major obstacle that has limited the proliferation of actively managed ETFs was lifted recently. The ability to use derivatives in actively managed ETFs was once restricted, but the...

Two Disclosed and One Hidden Cost of ETFs

Mon, 25 Feb 2013 10:08:37 -0500

BY MATTHEW ILLIAN Exchange-traded funds (ETFs) are a cost-effective way to build a well-diversified portfolio, but don’t just assume that all are inexpensive and diversified. Warren Buffet has been known to warn novice investors with a poker analogy. Buffett shares that if you don’t know who the patsy is after 30 minutes of playing, you’re the [...]

PIMCO Total Return ETF Nears One-Year Anniversary

Thu, 21 Feb 2013 06:30:51 -0500

PIMCO Total Return ETF (NYSEArca: BOND), which has outperformed its bond benchmark and mutual-fund counterpart, is turning one year old on March 1. From its inception through Feb. 14, the BOND ETF outperformed the Barclays U.S. Aggregate Bond Index by 10 percentage points and beat the flagship...

2012’s Most Successful ETF Launch Thrashes the Bond Indexers

Tue, 19 Feb 2013 10:52:23 -0500

Bonds and Risk Parity

Tue, 19 Feb 2013 09:32:39 -0500

I had risk parity in mind when I noted that a recent article at Financial Advisor quoted long-time awesome bond manager Dan Fuss on the state of the bond market:

Banks Bullish, Bond to Cash

Mon, 18 Feb 2013 16:10:00 -0500

Fees Matter: We Show Off Low-Cost ETFs That Undercut Mutual Fund Expenses

Tue, 12 Feb 2013 09:32:10 -0500

Sizemore Capital February 2013 Model Commentary

Thu, 07 Feb 2013 23:38:23 -0500

2013 had one of the best Januaries in recent history, only to hit a rough patch in the first week of February. Though the markets were due for a breather, events in Europe were the trigger. The two European countries most likely to cause the next phase of eurocrisis—Italy and Spain—both had potentially destabilizing political [...]

The post Sizemore Capital February 2013 Model Commentary appeared first on Sizemore Insights.

Mutual Fund Firms Get Creative with ETFs

Wed, 06 Feb 2013 11:20:36 -0500

Mutual fund providers are getting creative in an effort to add exchange traded funds to their offerings. From “mimicking” to “master-feed” strategies, Vanguard may have the most successful patent yet. “More than a decade ago, Vanguard pioneered the idea of offering ETFs as a...

ETF Virtual Summit Gets Rave Reviews

Fri, 01 Feb 2013 17:28:48 -0500

Over 3,000 advisors attended the ETF Virtual Summit conference where attendees navigated market strategies in the growing exchange traded fund industry. Leading industry advisors and experts, such as Bill Gross, Jim Rogers, Rob Arnott and Russ Koesterich, provided their view on the ETF industry and...

What’s bringing Retail Investors Back into Stocks? – Real Time Insight

Thu, 31 Jan 2013 14:37:01 -0500

US stock mutual funds had record inflows in the last three weeks.

Aggregate Bond ETFs: Closer Look Under The Hood

Wed, 30 Jan 2013 09:00:24 -0500

As the ETF landscape continues to evolve, investors can now gain cheap and easy access to nearly every corner of the investable universe. From hyper-targeted options to products that cast a much wider net, the over 1,400 funds in the ETF lineup continue to fill the demands and objectives of practically every investor. In recent years, innovation and interest in the fixed income ETF market has surged as many look to the space for its inherent stability and potential for meaningful current return. One of the most popular fixed income strategies is actually a simple one: establish well-rounded and diversified exposure to the entire U.S. investment grade bond market, a corner of the fixed income universe that has historically been associated with relatively low risk and a substantial source of income [see How To Pick The Right ETF Every Time]. While there are many funds in the Total Bond Market ETFdb Category, there [...]

Click here to read the original article on ETFdb.com.

Insights from the Barron’s Roundtable

Tue, 29 Jan 2013 08:09:51 -0500

Check out Bill Gross on deleveraging and Felix Zulauf's contrarian bet on Japan

The post Insights from the Barron's Roundtable appeared first on Smarter Investing.

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Insights from the Barron's Roundtable

Tue, 29 Jan 2013 08:09:51 -0500

Check out Bill Gross on deleveraging and Felix Zulauf's contrarian bet on Japan

The post Insights from the Barron's Roundtable appeared first on Smarter Investing.

And the Roundtable Says…

Thu, 24 Jan 2013 14:08:35 -0500

I look forward to Barron’s Roundtable every January. It’s a collection of ten contrarian investors who seldom agree on anything—which is precisely why I find it valuable. Money managers and financial journalists are often prone to groupthink, and when they succumb to it they become useful only as contrary indicators. Market insights only have value [...]

The post And the Roundtable Says… appeared first on Sizemore Insights.

Where to Find Yield in ETFs with Less Risk

Wed, 23 Jan 2013 06:15:23 -0500

Many investors are scrambling for yield in a low-rate market for bonds and the Federal Reserve seems committed to keeping it that way. There are ETFs that can provide exposure to income-generating sectors with low costs and liquidity. However, investors just need to be careful and understand the...

Legg Mason, T. Rowe Price May Join Active ETF Pool

Wed, 16 Jan 2013 08:12:48 -0500

T. Rowe Price (NYSE: TROW) and Legg Mason (NYSE: LM) have received approval from the Securities and Exchange Commission to begin trading actively managed exchange traded funds. “I expect them to move fast,” Robert Goldsborough, an ETF analyst with Morningstar, said in a Baltimore Sun...

Mutual Fund Companies Readying Active ETFs

Tue, 15 Jan 2013 16:00:57 -0500

2013 could be the year that actively managed exchange traded funds finally take off. Two major catalysts are about to come together to get this sector off the ground early on this year. “Actively managed ETFs have faced a few big challenges. For starters, many active managers were skeptical of...

Bearish Lean Deepens in Trader Data; Short Copper, S&P 500, NDX and Crude

Sun, 13 Jan 2013 14:40:00 -0500

DoubleLine Jeff Gundlach’s Year of Snake 2013 Presentation

Thu, 10 Jan 2013 11:35:10 -0500

Jeffrey Gundlach at DoubleLine made the following presentation on Year 2013 outlook. 2013 is the Year of Snake. It will certainly be full of twists and turns. gundlach prez 2013 Key asset class outlook: Bond is not in a bubble. Long term Treasury yield will be lower again but in a longer term, it will [...]

News about

Investment That Protects You From Yourself: Bonds

ETFs to Watch May 21, 2013 (BOND, FEZ, NUGT)

PIMCO Set to Launch Three New ETFs

PIMCO Total Return ETF Held Fewer Treasuries than Fund

The Actively Managed ETF Landscape

A Closer Look at the Active ETF Business

April ETF Roundup: Launches, Filings And Closures

Related Posts:

CFTC Data Bearish for Bond

Active ETF Investing: 3 Things To Consider

Related Posts:

Where ETFs and Mutual Funds Diverge

PIMCO Files To Replicate Mutual Funds

Related Posts:

Coincidence? ETFs With Memorable Tickers Performing Well in 2013

Some Newer Bond ETFs Flourish

ETF Chart of the Day: PIMCO Total Return

What is Driving the Market Down Today? – Real Time Insight

Three Actively Managed ETFs to Consider Right Now

Active ETF Market Gearing Up

Fed Minutes Reveal QE3 Debate – Real Time Insight

Smaller, New ETF Providers Try to Chip Away at ‘Big Three’

PIMCO Total Return Bond ETF Still Betters Its Mother Mutual Fund

Active vs. Passive Debate Spills Into ETFs

Yes, There Is Still Hope In Bond Investments

Natural Gas a Go, Banks Go Slow, Outta the Bond

March 18, 2013: Are Bond Investors Doomed?

Queasy Over U.S. Debt, Fed Policy? New ETF Bets Against the Dollar

Bond Asset Trends: Long Term Corporate Bonds Diverge From Long Term Treasuries

PIMCO, Schwab Hit $10 Billion in ETFs

With BlackRock deal, Fidelity bets on ETFs

Has the Great Rotation Started? – Real Time Insight

Should you ever buy into new ETFs?

Investment Researcher Picks Best Active ETFs

Two Disclosed and One Hidden Cost of ETFs

PIMCO Total Return ETF Nears One-Year Anniversary

2012’s Most Successful ETF Launch Thrashes the Bond Indexers

Bonds and Risk Parity

Banks Bullish, Bond to Cash

Fees Matter: We Show Off Low-Cost ETFs That Undercut Mutual Fund Expenses

Sizemore Capital February 2013 Model Commentary

Mutual Fund Firms Get Creative with ETFs

ETF Virtual Summit Gets Rave Reviews

What’s bringing Retail Investors Back into Stocks? – Real Time Insight

Aggregate Bond ETFs: Closer Look Under The Hood

Related Posts:

Insights from the Barron’s Roundtable

Insights from the Barron's Roundtable

And the Roundtable Says…

Where to Find Yield in ETFs with Less Risk

Legg Mason, T. Rowe Price May Join Active ETF Pool

Mutual Fund Companies Readying Active ETFs

Bearish Lean Deepens in Trader Data; Short Copper, S&P 500, NDX and Crude

DoubleLine Jeff Gundlach’s Year of Snake 2013 Presentation