- By Benjamin Shepherd
- September 8, 2010
Exchange-traded fund (ETF) issuance has been rapid this year, as the universe has expanded by more than 13 percent. Here's our take on two of the newest additions to the wide world of ETFs.
- By Benjamin Shepherd
- September 1, 2010
A basic merger-arbitrage strategy involves shorting the acquirer and going long the target. Launched last November, IQ Merger Arbitrage (NYSE: MNA) brings this strategy to the masses and has succeeded thus far.
- By Benjamin Shepherd
- August 18, 2010
A fall election could uncork serious political pressure, or it could be the beginning of an exciting new era of economic growth. This story has only a little to do with Washington, DC.
- By Benjamin Shepherd
- August 11, 2010
The prospect of a disappointing wheat crop creates opportunity for a pairs trade, using an exchange-traded note and a company that will feel the squeeze.
- By Benjamin Shepherd
- August 4, 2010
Smart-grid technologies and other clean-tech solutions are more attractive investments than alternative energy.
- By Benjamin Shepherd
- July 28, 2010
In these uncertain times, interest-rate risk is an important consideration when structuring your fixed-income portfolio. Here are two strategies to mitigate these concerns.
- By Benjamin Shepherd
- July 21, 2010
China may have surpassed the US in terms of energy consumption, but US domestic demand still plays a major role in global energy prices.
- By Benjamin Shepherd
- July 14, 2010
One of the unique attributes of exchange-traded funds is that managers have freedom to craft strategies to mimic--or even outperform--major indexes.
President Obama's new loan guarantees for solar projects gave two alternative energy ETFs a healthy short-term bounce. But the long-term picture is far from sunny.
Charles Schwab, Fidelity and Vanguard are engaged in a price war that promises to make it even cheaper for ETF investors to build their portfolios.
- By Benjamin Shepherd
- June 23, 2010
After years of an artificially low peg, the Chinese have pledged to allow the yuan to appreciate gradually and to reform its exchange-rate policies to make the currency more flexible.
- By Benjamin Shepherd
- June 16, 2010
Exchange traded funds (ETF) are outperforming mutual funds and money market funds.
Investors continue to develop an understanding of ETF products and the varied roles they can play in portfolios and that has drawn the attention of managers. Through April, more than $16 billion in new cash was added to ETFs.
ETF Securities (ETFS) has laid down a gauntlet with its recent filing to add 18 new commodity funds to its US lineup. The funds propose to use a special type of swaps contract to greatly improve the tax efficiency of commodity ETFs.
There’s been a lot of consternation when, after posting surging returns for most of 2009, the bottom fell out of the Australian markets after the government proposed a 40 percent super tax on the resource sector.
Consumer activity drives about 70 percent of the US economy, making a recovery in consumer spending the primarily driver of improvement all along the US value chain. But how much improvement can we really expect to see with elevated unemployment and little access to lending?
The media is laying most of the blame for Thursday’s troubles on the keyboard of a fat fingered trader at Citigroup (NYSE: C) who accidently placed a sell order on billions of Proctor & Gamble (NYSE: PG) shares instead of millions. There’s also evidence of problems in trading of Accenture (NYSE: ACN) and a number of other securities.
I always have hedges, and I include a hedge portfolio in my
Global ETF Profits service. But most investors don’t think about hedges until a market decline is already well underway. If you fall into that camp or maybe just aren’t sure where to begin, there are a couple ways you can cushion your portfolio against shifting sentiment.
- By Elliott H. Gue
- April 30, 2010
Exchange-traded funds (ETF) are taking the investing world by storm. This week I sat down with Benjamin Shepherd, co-editor of
Global ETF Profits, to get his take on how investors can use ETFs to profit from uptrends in specific commodities, sectors and markets.
- By Benjamin Shepherd
- April 28, 2010
If you’re holding shares in one of the funds that fail to catch on, you’ll find yourself scrambling to find another fund that fills that niche in your portfolio. You might also get stuck with an unexpected tax bill on any gains you might have, since liquidations count as taxable events.