Tag CloudAllocation barclays behaviorial Bernanke bloomberg commissions commodity currency debt dynamic economy energy Equities etf fed fixed income FOMC framework Gallup interests investment japan LEI lithium longevity metal monetary policy Morning Brief municipal Pastor Performance PIMCO portfolio QE3 quantitative Quantitative Range risk S&P 500 SPX statman strategy structuring twitter volatility yen
Tag Archives: etf
In the following video, Michael Lewis, author of “The Big Short,” delivers his personal experience with investment management during the financial crisis. He describes the inherent conflict of interest investment banks have because of their dual roles as both client advisors and proprietary traders. Continue reading
Clients and advisors ask me–all too frequently–“What is a good ETF/Mutual Fund/Stock to invest in?” Generally, these questions are accompanied by some type of buy-and-hold comment indicating these monies are for retirement. Let’s break this question apart in this way: … Continue reading
For the individual investor, I generally like strategic/dynamic funds whose weightings adapt—it alleviates a lot of the due diligence burden. Target date funds are probably the most widely known example, although VQT might hold the honor of most unique.
Barclays Capital recently launched an exchange traded note: Barclays ETN+S&P VEQTOR (Symbol: VQT). The index underlying this note is a great concept. The S&P 500 Dynamic VEQTOR Index allocates between equity and volatility based on the combination of realized and implied volatility trend decision variables. Continue reading