Hi! In this week’s ETF Wrap, you’ll get a look at where the money has flowed in the first half of 2022 and which areas are being fled by investors. For example, high-yield bond ETFs may wind up with their biggest outflows on record for the first six months of a year, according to Matthew…
Give the benefit of the doubt to the classic 60% stock / 40% bond portfolio. That’s not easy, given its awful performance so far this year. On Jun. 13, the day the S&P 500 SPX, -0.20% officially entered bear-market territory by closing more than 20% below its Jan. 3 high, long-term US Treasurys were sitting…
Read More “Why the 60/40 portfolio is a worthy strategy even though stocks and bonds are weak” »
It’s easy to want to duck for cover given the carnage seen this year in stocks and bonds, particularly with the Federal Reserve vowing to wage an unconditional battle against high inflation. While inflation running at a 40-year high still sits near the top of the list of worries for many investors, another potential bugaboo…
Hi! In this week’s ETF Wrap, I spoke with Todd Sohn of Strategas about this year’s lagging inflows into energy, the sole sector of the S&P 500 that’s seen gains in 2022. Also, Ivana Delevska, founder and chief investment officer of SPEAR Invest, explains why her SPEAR Alpha ETF has added to growth positions this…
Historically bad. That’s how the mammoth $ 53 trillion US fixed-income market has performed this year as the Federal Reserve works to curtail high inflation threatening to wreck the economy. To turbo charge the effort, the Fed on Wednesday fired off its biggest benchmark interest rate increase in nearly thirty years. But what does that…
Read More “What the Fed’s biggest rate hike in decades means for the bear market in bonds” »
Rising US interest rates and inflation at multidecade highs is waking investors up to the fact that a vivid imagination is no way to buy a stock. Until recently, the investors who had the richest imaginations seemed to make the most money – until they lost their gains in a matter of months. ARK Innovation…
Not many investors can claim a lifetime of stock-market success. Warren Buffett of Berkshire Hathaway BRK.A, -1.94% BRK.B, -1.39% comes to mind, of course, but what about Warren Kaplan? Who? Kaplan is an 85-year-old individual investor with 70 years of stock-trading experience. Kaplan grew up in a poor family in the Bronx, NY, but by…
With everything going on in the world, it can feel selfish – even petty – to be worrying about your 401 (k) and IRA accounts right now. We’ve got the four horsemen of the apocalypse covered these days — with plague, war, famine and death amply represented. You can’t look at your phone or turn…
Read More “What’s happening to my 401 (k)? How to manage your emotions – and money” »
How to plan for and enjoy life after your career Illustration by Mark Long The daily grind of work can take its toll, especially after decades. What if you had more flexibility and could work part time from home, while still using your expertise to help people? Georgia McManus is doing exactly that. Read on:…
Read More “Weekend reads: New ideas for retirement planning and enjoying financial freedom” »
Hi! For this week’s ETF Wrap, I spoke with Gargi Chaudhuri, BlackRock’s head of iShares investment strategy for the Americas, about which exchange-traded funds investors might consider in a slowing economy amid concerns over high inflation. Please send feedback and tips to christine.idzelis@marketwatch.com. You can also follow me on Twitter at cidzelis. Investors are worried…
