Investments

As equities in the sector extend a $3.8 trillion rout, the strategy has resulted in annualized returns of as much as 190%.

The firm’s new iShares fund comes amid massive outflows from the sector in recent periods.

These emotional topics tend to be bad for investment returns, Barry Ritholtz says.

Treasury yields have fallen in response to tariffs imposed by the Trump administration, making defensive sector holdings more attractive.

Although the rules have become more lenient, high-income clients must not be complacent.

The firm plans to expand access to its line of low-cost funds to roughly 1,800, including those from BlackRock, Schwab and SSgA.

Single-day drops are 20% bigger on average than gains, the widest gap in seven decades.

Although investors think the 10-year Treasury yield will easily reach 3.5%, analysts warn “there might be a few blips on the way.”

The impact of technology on client-facing jobs has been grossly overstated. Their threat to the back office, however, is very real.

Returns over the past decade have been stellar, but capital preservation is a concern.

This environment allows advisors to demonstrate their value to clients.

The funds, which account for roughly 1% of the $3.5 trillion of assets in ETPs, “pose real risks to American families.”

Rising yields coupled with relatively high hidden fees could lead to underwhelming returns.

If approved, the funds will exclude investments in alcohol, tobacco, weapons, fossil fuels and nuclear power.

The framework targets so-called plain vanilla funds, yet leaves in place a more laborious path for firms wishing to list complex products.

The only other fund of its kind has $269 million in assets, a figure that’s ballooned roughly 1,700% this year.

Volatility has returned in 2018, while easy stock gains have vanished.

An ETF expert suggests active management is the key to success in the current environment.

At least $20 trillion of new financial wealth will be created over the next five years.

The side effect of index reconstitution is well documented.