Friday, 30th July 2010

Indices:      Dow Jones:  10467.16 [-30.72]    |    S&P 500:  1101.53 [0.00]    |    NASDAQ:  2251.69 [0.00]    |    US Bond Index:  107.67 [0.00]    |    Commodities:  39.675 [0.00]

Lower Duration For Better Inflation Protection

Posted on 08. Jul, 2010 by Kyle Waller

Lower Duration For Better Inflation Protection

TIP Securities have been around only since 1997, placing them a time period with only relatively tame levels of inflation.  That being said, the need for inflation protection is very relevant, and investors now have access to five TIPS ETFs.  They give investors a choice among broad based, intermediate, short-term, and long-term durations. (more…)

Financial Reform Freedom?

Posted on 06. Jul, 2010 by Kyle Waller

Financial Reform Freedom?

The Senate sweats this week over the self imposed July 4th deadline for President Obama to sign the Financial Reform Overhaul Bill. The bill is reported to be over 2,000 pages, and reaches into every corner of the financial industry from credit card transactions to advisors. (more…)

International Corporate Bond ETFs Have Arrived

Posted on 06. Jun, 2010 by Kyle Waller

International Corporate Bond ETFs Have Arrived

PowerShares listed the second-ever international corporate bond ETF for trading this week, behind State Street Global Advisor’s international corporate bond product, falling right in step with the unfolding of the debt crisis in Europe. (more…)

ETF Fixed Income Assets Climb in April

Posted on 13. May, 2010 by Kyle Waller

ETF Fixed Income Assets Climb in April

ETF cashflows have climbed despite worries about rising rates in fixed income ETFs. Investors also seem to be pouring money into global ETFs even though overseas markets continue to abound. (more…)

The Unemployment Report – 5/7/10

Posted on 07. May, 2010 by Kyle Waller

The Unemployment Report – 5/7/10

Today at 8:30am the US employment report came out with some interesting results.  Unemployment was up to 9.9%.  However, there is some optimism contained within the increase.  The consensus range was 9.6% to 9.8% with the prior numbers at 9.7%. (more…)

A Dollar Hedged ETF; How To Allocate Around The Falling Euro

Posted on 15. Mar, 2010 by Kyle Waller

A Dollar Hedged ETF; How To Allocate Around The Falling Euro

The end of 2009 saw the entry of a new ETF in the already dense ETF landscape; a currency hedged ETF.  This new feature is of interesting significance due to its packaging inside an ETF. (more…)

Unpacking Global Sectors

Posted on 17. Nov, 2009 by Kyle Waller

Unpacking Global Sectors

Recently, many have reasoned that it is sectors which drive market returns.  Using the complete lineup of global sector ETFs from iShares,  an investor can utilize the power of sectors within the US while reaching into developed and emerging international markets for simple to complex asset allocation strategies. (more…)

Commodity ETFs Having Problems

Posted on 27. Aug, 2009 by Kyle Waller

Commodity ETFs Having Problems

Recently, some commodity ETFs have been forced in stop the creation process of ETF creation units, meaning that the funds and trusts are being forced to act like closed in funds.  (more…)

Leverage ETFs in the News…Again

Posted on 06. Aug, 2009 by Kyle Waller

Leverage ETFs in the News…Again

Leveraged ETFs Under Investigation

The Massachusetts Secretary of State, William Galvin, is looking into the marketing of leveraged ETFs and reportedly has written letters to the three biggest players in this market, ProShares, Direxion, and Rydex. (more…)

Harvard Endowment Looks to Become More Liquid

Posted on 25. Jun, 2009 by Kyle Waller

Harvard Endowment Looks to Become More Liquid

The managers of the Harvard Endowment have long been hailed as innovators. Their alternative investments include commodities like timber (famously employing lumberjacks), private equity, and hedge funds. (more…)