Classes


 

Stocks in off-shore markets were the top performers among the major asset classes last week, based on a set of exchange-traded products. Equities in developed countries posted the strongest weekly advance, fractionally ahead of stocks in emerging markets.

asset classes emerging major markets performer stocks Vanguard weekly year

 

Tactical Asset Allocation in July [0.14]

Posted on Aug. 1, 2017, 3:31 p.m. by AllocateSmartly @ [source]

This is a summary of the recent performance of a wide range of excellent tactical asset allocation strategies.

Tactical asset allocation turned in a strong performance in July.

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A bullish tailwind lifted all the major asset classes in July, delivering across-the-board monthly gains (except for a fractional loss in cash) for the first time since January. GMI, an unmanaged benchmark that holds all the major asset classes in market-value weights, advanced 2.1% in the kick-off to the third quarter.

asset bonds classes foreign gains global gmi July major market

 

For a second week in a row, all the broad categories of global markets posted gains. Vanguard FTSE Developed Markets (VEA) inched higher for a second week in a row, boosting the ETF’s one-year return to 20.6%.

advance asset classes developed dollar major markets one Vanguard year

 

All the major asset classes were higher last week, led by stocks in emerging markets.

In contrast with the uniformly positive weekly chart for markets, trailing one-year data for the major asset classes reveals a mixed profile.

asset classes emerging markets major market performer Vanguard VWO weekly year

 

QOTD: Vanguard’s Next Challenge [0.12]

Posted on July 16, 2017, 3:38 p.m. by The Reformed Broker @ [source]

One of the early lessons in my career is that the financial markets will humble you. We've enjoyed a long stretch of positive returns since the global financial crisis, so we have to be ready to navigate some rough waters ahead.

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Low Volatility Isn’t Limited To US Stocks [-0.05]

Posted on July 13, 2017, 11:58 a.m. by The Capital Spectator @ [source]

The US stock market’s ongoing run of low volatility has inspired a torrent of commentary as the crowd struggles to make sense of the trend. Whatever an unusually calm stock market implies, or doesn’t imply, here’s one more fact to consider: low vol is widespread across the major asset classes.

asset classes etf global major market percentile rank stock volatility

 

A Few Notes on Trend Following [0.06]

Posted on July 12, 2017, 10 a.m. by CXO Advisory @ [source]

Michael Covel prefaces the 2017 Fifth Edition of his book, Trend Following: How to Make a Fortune in Bull, Bear, and Black Swan Markets, by stating that: “The 233,092 words in this book are the result of my near 20-year hazardous journey for the truth about this trading called trend following.

The book relies heavily throughout on quotation of practitioners and academics.

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US real estate investment trusts (REITs) rebounded in June, taking the top spot for performance among the major asset classes. Bloomberg Barclays Treasury TIPS Index fell 1.0% in June, the benchmark’s biggest monthly setback since last November.

asset biggest classes gain index june major market MSCI REIT

 

Equities in emerging markets rebounded last week, posting the strongest gain among the major asset classes, based on a set of exchange-traded products.

One source of support for emerging-markets equities: last week’s decision by MSCI to add Chinese mainland companies to the firm’s Emerging Markets Index.

asset classes commodities emerging equities june major market stock Vanguard

 

Most Markets Declined Last Week [0.14]

Posted on June 12, 2017, 10:06 a.m. by The Capital Spectator @ [source]

The first full week of trading in June took a bite out of most markets. Only US real estate investment trusts (REITs) and broadly defined commodities bucked the downward trend for the major asset classes last week, based on a set of representative exchange-traded products.

asset broadly classes commodities defined june major markets one year

 

ETF Watch: Newcomer Debuts 2 Funds [0.04]

Posted on June 6, 2017, 8:15 p.m. by HOME @ [source]

FormulaFolio Investments, a private money manager, is breaking into the ETF industry with the launch of two actively managed funds-of-funds with very different objectives. The FormulaFolios Hedged Growth ETF (FFHG) and the FormulaFolios Income ETF (FFTI) will both invest primarily in other ETFs.

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Property shares and real estate investment trusts (REITs) outside the US grabbed the top spot among the major asset classes for the five-trading days through June 2, based on a set of representative exchange-traded products. The gain marks the fifth straight weekly advance for these shares.

asset classes estate major markets REITs shares top weekly year

 

Tactical Asset Allocation in May [0.17]

Posted on June 2, 2017, 7:37 a.m. by AllocateSmartly @ [source]

This is a summary of the recent performance of a wide range of excellent tactical asset allocation strategies. The two top performing strategies were only recently added to the members’ section: Classical Asset Allocation (CAA) Defensive and Offensive.

allocation asset classes equities exposure recent strategies TAA tactical time

 

Foreign markets led most of the major asset classes higher in May. The top performer: foreign high-yield bonds.

asset benchmark classes dollar foreign higher index major market yield

 

Traditional asset classes include stocks, bonds, and cash. According to a traditional rule of thumb, the percentage of stock allocation should be equal to 100 minus your age.

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Equities in the US increased last week, closing on Friday at just below a record high. The fund’s rally at last week’s close left it just below its previous peak, set on May 16 — a two-year high.

asset broadly classes friday major market record stock Vanguard year

 

The expected risk premium for the Global Market Index (GMI) fell in April, marking the first decline since last August. GMI, an unmanaged market-value weighted mix of the major asset classes, is projected to earn an annualized 5.2% (over the “risk-free” rate) in the long run – 20 basis points lower vs. last month’s estimate.

allocation asset classes current estimate gmi market month moving performance premia

 

Tactical Asset Allocation in April [0.15]

Posted on April 29, 2017, 1:53 p.m. by AllocateSmartly @ [source]

This is a summary of the recent performance of a wide range of excellent tactical asset allocation strategies. These strategies are sourced from books, academic papers, and other publications.

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And The 2016 ETF.com Europe Awards Winners Are ... [0.17]

Posted on April 27, 2017, 6 p.m. by HOME @ [source]

The third Annual ETF.com Europe Awards, in partnership with Inside ETFs, celebrated the funds, people and companies that contributed to another phenomenal year of growth in the ETF industry in 2016.

From humble beginnings in the early 2000s, the industry in Europe now boasts more than 1,500 ETFs and combined assets of close to €600 billion.

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