This week’s Mutual Funds and ETF stories


Don’t miss these top money and investing features:

Exchange-traded funds arguably are the perfect product for many investors who, particularly after the global financial meltdown of 2008, insist on low costs, complete transparency, and a do-it-myself approach to their stock- and bond holdings.

In particular, baby boomers, focused on ways to preserve their money, and millennials, intent on accumulating theirs, are embracing ETFs — and the biggest ETF provider predicts that half of all investors will have ETFs in their portfolio just two years from now.

Read our report about how ETFs will continue to dominate the investing landscape, then check out other stories on real estate, gold, and bitcoin. And watch a video on using ETFs to make your political voice heard.

— Jonathan Burton

INVESTING NEWS & TRENDS
Half of investors will own an ETF by 2020: BlackRock

Exchange-traded funds, long one of the fastest-growing segments of Wall Street, could become the dominant investing vehicle in just a few years — not even 30 years after they were first introduced.
Half of investors will own an ETF by 2020: BlackRock

Are investors getting more risk with passive bond funds than they bargained for? BIS asks

The Bank for International Settlements said bond indexes end up favoring the most leveraged issuers, and those arguably representing bigger risks to investors.
Are investors getting more risk with passive bond funds than they bargained for? BIS asks

This emerging-market ETF continues to blow away the competition

The broad emerging-market indexes have performed very well of late, but EMQQ keeps outperforming.
This emerging-market ETF continues to blow away the competition

These real estate fund managers show there’s money to be made as rates rise

The Third Avenue Real Estate Value Fund is positioned to gain from trends that are pushing rates higher.
These real estate fund managers show there’s money to be made as rates rise

This bond fund shows how to outperform the market and limit risk at the same time

The Angel Oak Multi Strategy Income Fund has about 62% of its assets in discounted mortgage-backed securities issued before the credit crisis.
This bond fund shows how to outperform the market and limit risk at the same time

Why every investor should be terrified by Home Depot’s slide

Is Home Depot the canary in the coal mine for the broader stock market?

Bitcoin investors have reason to worry

Ordinary investors who trade dollars for bitcoin are merely gambling that they can get out before the bottom falls out, writes Peter Morici.
Bitcoin investors have reason to worry

If this chart is correct, it puts the price of bitcoin at $91,000 by 2020

The price of bitcoin continues to tumble, but one of the market’s biggest bulls isn’t fazed.
If this chart is correct, it puts the price of bitcoin at $91,000 by 2020

Inflation and rate fears result in rough quarter for Treasury bond ETFs

Exchange-traded funds that track U.S. Treasurys have struggled thus far in 2018, with investors retreating from the sector—particularly bonds with longer durations—as fears over inflation and higher rates have returned to the market.
nflation and rate fears result in rough quarter for Treasury bond ETFs

Here’s the ideal amount of gold to keep in your investment portfolio

Gold has a place — a small one — in a diverse financial plan, writes Mark Hulbert.
Here’s the ideal amount of gold to keep in your investment portfolio

Hate politics? Here’s how you could profit from it using ETFs

ETFs enable investors to buy stocks that would benefit from the policies of the Republican or the Democratic party, regardless of their personal political beliefs.
Hate politics? Here’s how you could profit from it using ETFs



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