Capturing an “inshoring” inversion; Plus...

With markets seeing unusually high levels of volatility across the board this summer, the “active management” corner of the ETF industry has had to continuously increase specialization. But does that focus carry a risk of becoming too narrow too soon? 

Is the concept of the “stock pickers” market being replace by a “theme-pickers” market? Plus, a crypto conundrum and some international ETF intrigue. 

Continuing developments in the Middle East adding to investor uncertainty. Should ETF holders modify their portfolios now… or stay the course through the second half of the year? 

 Les ETF "inverse", parfois appelé ETF "bear" ou "short", permettent de profiter des baisses du marché. Mais quelles sont les différences avec la vente à découvert ? Faut-il investir dans ce type de produit ? 

Stock losses accelerated midday after initially showing resilience in light of the stronger than expected jobs report. But Apple managed to post a solid gain, despite its disappointing earnings report. We dive into the market moves and lay out what’s next for investors. Plus the ... Show More

In Episode 74, we welcome Jeffrey Sherman from DoubleLine. We start with Jeff’s background – it’s a fun recap, including stories of running the scoreboard for The Stockton Ports… being a bank teller… earning graduate degrees… there’s a brief aside into catastrophe bonds which is ... Show More

– What is the E in the P/E ratio – Should I let my daughter buy Qantas? – 5 questions before buying a stock? – Should I buy an ETF while I look for better ideas? – How do I consider US investing given the AUD? – What about a three-company portfolio? – Buying stocks using only one ... Show More

Le sujet : Les ETF obligataires ont connu une année record en 2023. N’importe qui serait donc tenté de s’y lancer pour profiter de cet essor. Mais avant d’investir les yeux fermés, un rappel des basiques (avantages, risques, rendements, méthodes) s’impose. L’invité du jour : Et q ... Show More

As investors look to diversify their portfolios, there are two big stories to keep an eye on: the historic rise in bond yields and the increased adoption of ESG strategies. Chief Cross-Asset Strategist Andrew Sheets and Chief Investment Officer for Wealth Management Lisa Shalett ... Show More

What do companies get when they go public on a major stock exchange? The opportunity for anyone to invest, giving the company access to a bunch of cash that allows for huge growth. And...pressure to think in the short term. This can end up hurting their workers, the environment, ... Show More

Le sujet : Connaissez-vous les ETF ?  Également connus sous le nom de trackers, les ETF ont acquis une réputation notable parmi les produits d'épargne. Mais sont-ils si incontournables ? Comment bien les choisir ? Quels sont les dangers potentiels ? L’invité du jour : Thomas Cret ... Show More

Stocks reversing course as investors fear it could take the Fed even longer to cut rates. So could a potential delay keep markets from continuing their climb? Plus… is there a small cap comeback on the horizon? The signs starting to emerge, and where you look for leadership in th ... Show More

Investing in ETFs is a great way to build a core portfolio, plus it can allow you to invest in sector where you might not have a circle of competence, but want to get exposoure. In today’s episode, Andrew and Dave discuss some of those options plus how important the price you pay ... Show More