Recently in Trends

Bullseye

ETP Trend Alert: Investors Selecting Cyclical Sectors

The recent shift away from defensive sector ETPs and into cyclical ones has been significant enough to prompt talk of a “great sector rotation.” Dodd Kittsley analyzes the data to see if this is a short-term trend or a sign of things to come….

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Umbrella

What the Flows Show: Caution Blows in ETF Flows

April’s muted exchange traded product (ETP) inflows were further corroded by another month of large gold ETP outflows. And yet, inflows year-to-date are still beating last year’s record-setting pace. Dodd Kittsley digs into the numbers to see what trends emerged last month….

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duration-rotation

The Great Duration Rotation Continues – But For How Long?

ETF flows in the first quarter showed investors preparing for a rise in interest rates by rotating fixed income assets into less rate-sensitive bonds. Matt Tucker examines the three big trends we saw in Q1 and weighs in on what’s in store for Q2….

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housing-recovery-investment-trends

4 Housing Recovery Investment Trends

How are investors using ETFs to take advantage of improving trends in the housing market? Dodd Kittsley delves into the numbers to track flows into US-listed funds that provide access to mortgage bonds, home builders, equity REITs and mortgage REITs….

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gold

Mythbusting: What’s Behind the Gold ETP Outflows

In February, gold exchange traded products (ETPs) experienced $5.6bn in outflows – their worst month on record. Dodd Kittsley takes a closer look to find out what’s causing the exodus, and what it means for investors….

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cost-of-aging

3 Ways to Combat the Costs of Aging

With a milestone birthday approaching, Sue Thompson has the cost of aging on her mind. Here she shares her tips for reducing the financial impact of getting older….

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1800ishares

Top 3 Questions from 1-800-iShares

The iShares Sales Support Desk is not your average “customer service center”. Meet the team behind 1-800-iShares, and get a sampling of the breadth of questions they answer on a daily basis. …

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newborn

What to Expect (Financially) When You’re Expecting

With the cost of raising a child now estimated to be $235K not including college, it’s important for expectant parents to be prepared financially. To help, Sue and guest blogger Jennifer Saranow Schultz offer a quick list of what to do financially before the arrival of your new bundle of joy….

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brief-history-bond-etfs

A Brief History of Bond ETFs

Time flies when you’re revolutionizing the fixed income market. On the tenth anniversary of the first bond ETF launch, Matt Tucker takes a look back at the developments that made these innovative products the success story they are today….

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social2

Social Media Q&A: The Well-Connected Advisor

As more advisors embrace social media, Sue chats with an early adopter, Cathy Curtis, founder of Curtis Financial Planning, to learn best practices for advisors and how social media may be changing the advisor-client relationship….

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