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Search resuls for: "Sean Conlon"


9 mentions found


☆ BofA reports inflows into global stocks are on a record-setting pace — and ETFs may be a way to play the hot trade
  + stars: | 2023-04-01 | by ( Sean Conlon | ) www.cnbc.com   time to read: +1 min
There's a corner of the market gaining traction among ETF investors, according to The ETF Store's Nate Geraci. BofA Global Research's latest market data out late this week appears to support Geraci's thesis. Tierney of Schwab Asset Management contends retail investors don't own enough global stocks. "Rebalancing [to international stocks] to get some more exposure could make sense for a lot of investors," said the senior investment portfolio strategist. His firm's Schwab International Equity ETF , which tracks large- and mid-cap companies in over 20 developed global markets, is up 8.1% so far this year.
☆ Bank turmoil is boosting appetite for specific sector ETFs. Here’s why
  + stars: | 2023-03-25 | by ( Sean Conlon | ) www.cnbc.com   time to read: +1 min
It appears specific sector ETFs are gaining popularity as a way to cushion bank-turmoil fallout. According to VettaFi's Todd Rosenbluth, the trend applies to ETFs holding only a few large companies in particular industries. "We're seeing this year that active management and actively managed ETFs in particular have been relatively popular in complement to an existing core strategy." Rosenbluth asserts the narrow focus of big-cap sector ETFs can boost potential gains. Yet, last week on "ETF Edge," Astoria Advisors' John Davi suggested bank upheaval could expose problems lurking in ETFs tied to specific sectors.
☆ 'Be mindful of your risk': Money manager tackles Silicon Valley Bank fallout on ETFs
  + stars: | 2023-03-18 | by ( Sean Conlon | ) www.cnbc.com   time to read: 1 min
There's speculation the Silicon Valley Bank collapse could expose problems lurking in ETFs tied to specific sectors. Astoria Portfolio Advisors CIO John Davi has financials topping his watch list. "You need to be mindful of your risk,'" Davi, who runs the AXS Astoria Inflation Sensitive ETF , told CNBC's "ETF Edge" this week. Davi contends the Financial Select Sector SPDR ETF (XLF) could be among the biggest near-term laggards. His firm sold the ETF's positions in regional banks this week and bought larger cap banks, according to Davi.
☆ Two bond ETF strategies that may help investors profit from rate hikes
  + stars: | 2023-03-11 | by ( Sean Conlon | ) www.cnbc.com   time to read: +1 min
Interest rate jitters are meaningfully pushing investors to the shorter end of the yield curve, according to Joanna Gallegos, co-founder of fixed-income ETF issuer BondBloxx. Gallegos, former head of global ETF strategy for JPMorgan, believes it's a sound approach. So, as interest rates are going up, people are a little uncertain about what's going to happen to bond prices really far out," she said. As of Friday's close, the U.S. 10 Year Treasury was yielding around 3.7% — an 84% surge from one year ago. Meanwhile, the U.S. 6 Month Treasury yield was around 5.14%, which reflects a one-year jump of 589%.
☆ ‘World of pain’? These ETF strategies may be the solution for Treasury trading challenges
  + stars: | 2023-03-04 | by ( Sean Conlon | ) www.cnbc.com   time to read: +1 min
As short maturity Treasury bond ETFs see big inflows, more investors are taking on single-bond strategies as a solution to macroeconomic challenges. Buying Treasury bonds typically involves opening an account on TreasuryDirect or through brokerage firms like Charles Schwab. When seeking to invest in short-term Treasury bonds, Nadig advised looking for ETF products like this or a competitor's ETF products that offer similar kinds of exposure. On Friday, the 2 Year Treasury (US2Y) yield fell by more than 4 basis points to 4.86%, but returns have still increased 43 basis points this year. The 6 Month Treasury (US6M) currently holds the highest yield at 5.137% as of Friday's close.
☆ ‘A tsunami effect’: ETF fund manager bets on the robot boom
  + stars: | 2023-02-25 | by ( Sean Conlon | ) www.cnbc.com   time to read: +1 min
While horror robot movie "M3gan" racks up millions at the winter box office, the ETF industry is seeing opportunities from the controversial technology. According to ROBO Global CIO William Studebaker, the economic benefits could be staggering. "You're going to see a tsunami effect in terms of prices coming down as a result of deflationary pressures from these technologies," he told CNBC's "ETF Edge" on Wednesday. Studebaker manages the ROBO Global Robotics and Automation Index ETF, which is up 12% so far this year. The exchange-traded fund's holdings include IPG Photonic, Zebra Technologies, Rockwell Automation and Teradyne.
☆ Time for a change? Shifting away from this popular ETF strategy may benefit investors
  + stars: | 2023-02-18 | by ( Sean Conlon | ) www.cnbc.com   time to read: +1 min
With Wall Street jitters increasing over the number of interest rate hikes ahead, VettaFi's Todd Rosenbluth sees signs of a comeback in managed fixed-income exchange-traded funds and away from passive ETF products. "So, [investors] want to lean on the active managers to be able to do that." Rosenbluth said top ETF providers such as BlackRock's iShares and Vanguard, and newer players such as Morgan Stanley and Capital Group, are saturating the market with a wide array of fixed-income ETFs. "You've got two of the leading fixed-income ETF providers offering up some of the largest products. According to Rosenbluth, this versatility is attracting investors by offering more opportunities to take advantage of active ETFs for leverage.
☆ Breaking down the trade on Tesla shares ahead of the big investor day
  + stars: | 2023-02-12 | by ( Sean Conlon | ) www.cnbc.com   time to read: +2 min
The "Fast Money" traders are at odds over Tesla with a key event ahead. Even though Tesla shares rallied on CEO Elon Musk's plans to unveil his "Master Plan 3" at investor day on March 1, trader Julie Biel warns gains will likely stall. Tesla shares initially rallied on last Wednesday's announcement. "He's got his Twitter and Tesla bros behind him, and that's a meaningful force for the stock." Grasso got long on Tesla last Wednesday, and he plans to stick with the stock through investor day.
☆ Morgan Stanley's Mike Wilson warns there's a group of stocks that are riskier than growth shares
  + stars: | 2023-02-04 | by ( Sean Conlon | ) www.cnbc.com   time to read: +2 min
Morgan Stanley's Mike Wilson is telling investors to avoid a popular trade tied to the economy. "Cyclicals probably are more risky now than the growth stocks," the firm's chief U.S. equity strategist and CIO recently told CNBC's " Fast Money ." "The growth stocks — a lot of them had their comeuppance last year with the financial conditions tightening." Cyclical stocks include shares that benefit when the economy is strengthening like retail. "There's this sort of narrative that China is reopening, inflation has peaked, [and] we can look through the valley here and start buying early cyclical stocks," he said.
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