Viewpoints about ETFs
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Discipline in volatile markets is key for multifactor ETF investors
For investors in multifactor ETFs, we believe it’s important to maintain a long-term and consistent focus in volatile markets.
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Three things to know about ETF premiums and discounts
Market volatility has created premiums and discounts in ETFs to their net asset value (NAV). Here are three things ETF investors and traders should know.
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Using market volatility for tax-loss harvesting with ETFs
ETFs may be an efficient vehicle to potentially save on taxes by harvesting losses during the coronavirus-driven volatility.
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An ETF investing checklist for volatile markets
ETF investors can better navigate volatile markets by keeping a few basic principles in mind, including resisting the urge to panic-sell.
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As ETFs continue to grow, know what you own
When it comes to exchange-traded funds, it’s always a good idea to know what you own. Here are the basic types of ETFs investors can choose from.
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What do ETF investors really get with equal-weight investing strategies?
Equal-weight investing strategies for investing in stocks are often promoted as “smart beta” and a way to diversify, but is that really the case?
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Are dividend growth ETFs just quality ETFs by another name?
Dividend growth ETFs may simply push investors into companies that score higher on the quality factor.
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Getting started in multifactor ETF due diligence
Multifactor ETF due diligence involves a combination of techniques used to evaluate active managers and passive index-based ETFs.
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ETF tax efficiency revisited as fund distributions loom
ETF tax efficiency is in focus as mutual funds release estimates of capital gains distributions and investors work on year-end planning.
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Momentum investing: fad or bona fide factor?
Momentum strategies have gained favor with some investors in recent years, but the question remains whether stock price changes alone represent a meaningful factor that’s a sound basis for investment.
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