Quarterly Review: Global Stocks add to 2Q Gains A good quarter for stocks: The third quarter provided investors positive absolute returns across global asset classes. Emerging Market equities led all asset classes in the quarter posting a 9.6% total return after trailing US equities in Q2. US Large caps continued to rise after a historic [...] READ MORE » |
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Julex Capital Macro Chart Book – September 2020 Pandemic fears, social unrest, and political uncertainty drove a small sell-off. Home sales increased more than 12% thanks to low mortgage rates and an influx of housing starts. Partially due to a decreasing labor force, unemployment dropped below 8%. These and other economic topics are examined in September’s edition of Julex’s... READ MORE » |
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Election Day Won’t Dent Tech Thesis Technology is one of the best-performing sectors this year and some market observers believe investors shouldn’t fret about how the results of Election Day will affect the sector. The First Trust Nasdaq-100 Tech Index (NasdaqGM: QTEC), which tracks the NASDAQ-100 Technology Sector Index, is one way for investors to position... READ MORE » |
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The Sweet Satisfaction of ANT ETFs Active non-transparent ETFs (ANTs) are increasing in number and some data points confirm the asset class is making inroads with financial advisors. With ANTs, active managers will be allowed to move from a mutual fund to an ETF wrapper, while allowing them to keep their strategies hidden from shareholders. These non-transparent ETFs... READ MORE » |
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Election-Induced Volatility Highlights Case for this Model Portfolio With Election Day just a few weeks away, advisors may be examining avenues for reducing volatility within client portfolios. The Volatility Management Model Portfolio, which is part of WisdomTree’s broader universe of Modern Alpha model portfolios, can accomplish that objective. The Volatility Management Model Portfolio is “designed... READ MORE » |
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Social Security Changes Could Put NUSI in Spotlight Regardless of what happens on Election Day, there could be looming changes to the Social Security system and that could put the Nationwide Risk-Managed Income ETF (NYSEArca: NUSI) in focus as income augmentation idea for investors. NUSI can act as a complement to traditional equity and fixed income allocations or as the ideal protective... READ MORE » |
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