End Of 2024 Trending Exchange-Traded Funds

I updated my universe of exchange-traded funds to track based on superior long-term performance. Nearly 450 ETFs are ranked based on short-term monthly returns, exponential moving average, and money flows into funds. With valuations and concentrations high, I select twenty trending ETFs Lipper Categories with less risk of correction in 2025 for further analysis.

Seeking Alpha • Dec 16, 2024

Why The Agency MBS Sector Is Worth A Look Now

Agency MBS is an attractive asset class for income investors due to its cheap valuation, high quality, and diversification benefits. The option-adjusted spread for Agency MBS is elevated compared to corporate credit spreads, making it an appealing investment. There are various ways to invest in Agency MBS, including through mortgage REITs, leveraged CEFs, unleveraged ETFs, and mREIT preferreds.

Seeking Alpha • Sep 5, 2023

High Mortgage Rates And High Inflation

Mortgage rates have not been this high since before the housing crisis. And while the housing market is slowing, prices are still high.

Seeking Alpha • Nov 8, 2022

Mind The Bond Market

The deficit spending that supported the economy in 2020 is showing up in hot inflation numbers in 2021. While I think the inflation numbers will get better in 2022, I do not believe they will get back to pre-pandemic levels because of owners' equivalent rents and wage gains in the CPI.

Seeking Alpha • Nov 18, 2021

Inflation Expectations Come Unanchored

Inflation expectation is a key metric the Fed watches closely. Housing costs - based on different measures of rents - account for one-third of CPI.

Seeking Alpha • Oct 13, 2021

Active ETFs Not An Oxymoron

Active ETFs exceeded expectations during the past 12 months.

ETFcom • Feb 11, 2021

How First Trust Is Touching Advisors Today

In this post-coronavirus environment, the exchange traded fund industry, like many other market segments, has had to adapt to a new stay-at-home mindset. Take, for example, First Trust, which is known for their strength of hundreds of wholesalers and internal consultants, has changed the way it has done business to meet financial advisors whom can’t [.

ETF Trends • Sep 16, 2020

Could Housing Payment Delays Spark MBS Issues For Mortgage-Related ETFs?

Just last week the regulator for mortgage companies Fannie Mae and Freddie Mac released news of a tolerance initiative for borrowers who can’t pay their loans because of financial hardships resulting from the effects of the coronavirus.

ETF Trends • Mar 23, 2020

Investor Demand For U.S. Mortgage Funds Remains High

Investor Demand For U.S. Mortgage Funds Remains High

Seeking Alpha • Jan 23, 2020

Bond ETF Inflows Grew At A Rapid Pace In September

ETFGI, a leading independent research and consultancy firm covering trends in the global ETFs/ETPs ecosystem, reported today that actively managed ETFs and ETPs generated net inflows of IUS$4.24 billion in September, bringing year-to-date net inflows to US$28.37 billion.

ETF Trends • Nov 4, 2019