Reports

White Paper: An In-Depth Look at Defined Maturity ETFs

23rd May, 2017

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White Paper: An In-Depth Look at Defined Maturity ETFs

From: Guggenheim Investments

As the ETF market has evolved, so too has the depth and breadth of available products.

Defined maturity exchange traded funds (ETFs), a recent structural innovation in the rapidly growing ETF market, have created a wide range of new opportunities for fixed income investors. Today, these ETFs provide sectorspecific exposure to fixed income markets, including segments of the market previously only accessible…

Market Timing Costs Investors Big: Dalbar

28th Nov, 2016

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Market Timing Costs Investors Big: Dalbar

From: thinkadvisor.com

Dalbar’s annual study of investor behavior shows that self-directed investors work against themselves largely by chasing the market.

Investors are their own worst enemy, or so is the conclusion of Dalbar’s 22nd annual Quantitative Analysis of Investor Behavior study that compared equity fund returns of directed investments versus the market benchmark. This year’s study found that in 2015, investors returns came in at -2.28% for…

Downside protection when investors need it the most

15th Nov, 2016

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Seeking diversification to help mitigate the effect of volatility on their portfolios, investors often consider REITs, commodities, and hedge funds, but overlook high-quality bonds, which just might be the Rodney Dangerfields of the investment world. They don’t get any respect.

This chart demonstrates various investments’ track records during turbulent periods for equity markets. By sorting monthly equity returns into deciles and examining the worst periods, we find that high-quality bonds have proved to be one…