Wed, 19 Nov 2014
Third Quarter Hiccup
DFA's Bob Deere describes how flexibility found with substituting highly correlated stocks and allowing more time for trades provides investors with better trading advantages.
Although the stock market isn't a screaming buy today, investors shouldn't completely abandon equities for bonds. Here are some stock ETFs that are worth a closer look.
ETFs can be great vehicles for accessing core, liquid areas of the market, but they have more issues in MLPs and illiquid underlying assets, like high-yield bonds.
Low-vol strategies may limit investors' upside in a bull market, but their truncated downside risk may be worth the trade-off in the long run, says S&P Dow Jones Indices' Craig Lazzara.
As the fiduciary standard expands, ETF managed portfolios will continue to look increasingly attractive to registered investment advisors seeking to outsource investment management, says Morningstar's Andy Gogerty.
As economic concerns weighed, taxable-bond funds were the strongest asset gainers in May, but their inflows were only about half what they were the prior month, says Morningstar's Kevin McDevitt.
Morningstar's Alex Bryan reviews several funds that blend multiple factor-based strategies and discusses how investors might use such strategies in their portfolios.
It was tough for active managers to outpace Vanguard's low-cost index funds in 2014, and many of its active funds also outperformed.
I am not in any way affiliated with any of the funds and/or fund companies I write about
Further information about the American Beacon family of 23 mutual funds can be found on our website.
Understanding the differences and similarities between these two popular indexing strategies can affect your portfolio planning.
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