Alternatives to Following Bad Benchmarks in Changing Market Environments

So far, 2022 has brought shifting tides of market sentiment and prolonged volatility as many advisors and investors begin trying to position their portfolios for inflation and raising rate environments. For those who are continuing to follow the traditional benchmarks that have proven fruitful for the last number of years, Columbia Threadneedle Investments discusses why [.

ETF Trends • Mar 4, 2022

Changes Are Coming in 2022. Don't Stick With Bad Benchmarks

Broad benchmarks, such as the Bloomberg U.S. Aggregate Bond Index (the “Agg”) and the Russell 1000 Index, have helped guide investors through a prolonged bull market. However, as the Federal Reserve eyes multiple interest rate hikes this year, funds tracking the “Agg” now expose investors to more risks and limited returns, and finding the right [.

ETF Trends • Mar 3, 2022

Alternative Bond ETF Strategies to Diversify Risk, Maintain Yields

Fixed income investors should consider the risks of traditional market cap-weighted bond indexing and look to alternative exchange traded fund methodologies to help diversify their risks and maintain income. In the recent webcast, The Quest for Income: Smarter Approaches to Meet Client Income and Stability Needs, Katherine Nuss, vice president and fixed income client portfolio [.

ETF Trends • Sep 30, 2021

Columbia Threadneedle Investments Launches New Bond ETF as Part of Strategic Beta Fixed Income Suite

Today Columbia Threadneedle Investments announced in a press release the launch of their newest fixed income ETFs with the addition of the Columbia Short Duration Bond ETF (SBND). This ETF focuses on income generation from four different parts of the debt markets: U.S. investment-grade corporates, U.S. investment-grade securitized debt, U.S. high-yield, and emerging market sovereign [.

ETF Trends • Sep 21, 2021

ETF of the Week: Columbia Diversified Fixed Income Allocation ETF (DIAL)

ETF Trends CEO Tom Lydon discussed the Columbia Diversified Fixed Income Allocation ETF (DIAL) on this week's “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show. DIAL tracks an index comprised of six sub-indices, each representing a different sector within the fixed income space.

ETF Trends • May 6, 2021

Columbia Threadneedle's Marc Zeitoun on the Success of DIAL ETF

Fixed Income is hard, and it's not getting any easier. Many investors have been looking for alternative approaches, and one that's recently celebrated a significant milestone is the Columbia Diversified Fixed Income Allocation ETF (DIAL), with three solid years of performance in the can.

ETF Trends • Dec 4, 2020

V&M Breakouts: Top Growth And Dividend Stocks For December 2020

Releasing two top December stocks from the MDA Growth and Dividend Breakout portfolio and two top samples from the November portfolio. The November portfolio completes the first month +15.33% led by United Microelectronics +31.5% and ViacomCBS +22.7%.

Seeking Alpha • Nov 30, 2020

Don't Shun Global Bonds

Don't Shun Global Bonds

Seeking Alpha • Aug 27, 2020

Active Strategies in a Passive, Smart Beta ETF Wrapper

Seasoned money managers have adapted their asset management styles into exchange traded funds to help investors gain exposure to time-tested strategies.

ETF Trends • Mar 13, 2020

ETF Strategies That Could Help Investors Protect Assets Ahead

As investors consider the current market conditions today, many should be prepared for what is coming and how looking beyond the benchmark through customized ETF strategies may help diversify risks ahead.

ETF Trends • Oct 24, 2019