By Chris Konstantinos, CFA Tech Is Well-Positioned When Cash Flow, Balance Sheets and Productivity Matter SUMMARY The US is finally exiting the era of negative real interest rates. We think this is positive for savers and balanced portfolio investors. We believe mega-cap Technology is well-positioned in a higher rate environment. (Today is the first...

This article takes a look at a long-term perspective on Treasury yields. The chart below shows the 10-year constant-maturity yield since 1962 along with the Fed funds rate (FFR) and inflation. The range has been astonishing. The stagflation that set in after the 1973 Oil Embargo was finally ended after Paul Volcker raised the FFR [...] The post Treasury...

On Wednesday, First Trust announced the launch of the First Trust Bloomberg R&D Leaders ETF (RND). RND has a net expense ratio of 0.60%. The fund is benchmarked to the Bloomberg R&D Leaders Select Index. The Bloomberg index selects assets in companies that are deemed to provide shareholder value through investing in the company’s growth. [...]...

The one-two punch of inflation and interest rates have been the biggest storylines for markets over the last year or so. Now, with the Fed appearing set to hold rates this week, the conversation has turned heavily towards inflation as the key challenge for markets. That may inspire investors to look towards ETFs that can [...] The post Consider Active...

The interest rate narrative remains complex, with conflicting economic data resulting in an ever-shifting tide of investor sentiment. For investors looking to capture income opportunities through high quality bonds, the Fidelity Investment Grade Bond ETF (FIGB) is a fund to consider. FIGB recently crossed the three-year mark since its inception, having...

On Wednesday, Allianz Investment Management bolstered its ETF lineup with the release of the AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF (SIXZ). SIXZ has a net expense ratio of 0.74% and is actively managed. The fund’s goal is to match the performance of the SPDR S&P 500 ETF Trust (SPY). As one of [...] The post Allianz Debuts Next Buffered...