Do Emerging Markets Win, Place or Show in Your Portfolio? by Frank Holmes, US Global Investors
7 May 2012 at 8:41am
  Do Emerging Markets Win, Place or Show in Your Portfolio? By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors Since the stock market’s gate opened at the beginning of 2012, e...

The Danger of HY ETF’s Trading at Discounts to NAV by Peter Tchir, TF Advisors
11 Apr 2012 at 10:55am
  by Peter Tchir, TF Market Advisors Alcoa helped the markets bounce back after the close, and some indications that the ECB may start buying bonds again helped the market even more. One company’s ...

Rotation (Research Puzzle) by Research Puzzle
5 Apr 2012 at 9:51am
  by Research Puzzle Those investors known as sector rotators try to judge the most attractive parts of the market and weight their portfolios accordingly.  Often they do so based upon their assess...

Shifting Focus: Behind Country Valuations Today by Russ Koesterich, iShares
5 Apr 2012 at 9:23am
  by Russ Koesterich, iShares As the European financial crisis raged last fall, investors were closely monitoring metrics like credit default swaps and yields on Italian bonds to determine where to...

Are Stocks Giffen Goods? (Tchir) by Peter Tchir, TF Advisors
3 Apr 2012 at 9:17am
  by Peter Tchir, TF Market Advisors So when will retail investors start buying stocks? One of the final legs propping up this rally is the belief that retail investors will finally pile into stock...

Proceed With Caution in the Hunt for High Yield by Russ Koesterich, iShares
3 Apr 2012 at 9:15am
Given high yield credit’s recent rally and surge of inflows, I’m now getting a lot of questions about whether or not the asset class still looks appealing. While high yield provides an attractive p...

Stocks: Still A Bargain (Koesterich) by Russ Koesterich, iShares
30 Mar 2012 at 9:39am
With global stocks up approximately 25% from their fall low and many market watchers endorsing equities in recent weeks, it’s hardly surprising that investors are wondering if stocks are still a go...

Defence That Pays: Dividend Equities as a Long Term Strategy by AdvisorAnalyst
29 Mar 2012 at 10:27am
Defence That Pays Dividend Equities as a Long-term Strategy by Alfred Lee, CFA, CMT, DMS Vice President & Investment Strategist BMO ETFs & Global Structured Investments BMO Asset Management Inc. al...

Bernanke's Problem with the Gold Standard by Axel Merk, Merk Funds
28 Mar 2012 at 11:14am
  by Axel Merk, Merk Funds In his new lecture series, Federal Reserve (Fed) Chairman Ben Bernanke is going out of his way to discuss the "problems with the gold standard." To a central banker, the ...

Buy Commodities, Sell Brands (Smead) by William Smead, Smead Capital Management
28 Mar 2012 at 9:30am
  by William Smead, Smead Capital Management We saw Warren Buffett quoted the other day saying, “We like companies which buy a commodity and sell a brand”. We thought it would be very helpful to un...

 

ETF Analysis from ETFTrends.com

Homebuilder ETFs: Housing Starts Rose in April by Tom Lydon
16 May 2012 at 4:00pm
Exchange traded funds tracking home construction companies remain one few areas still showing strength. SPDR S#38;P Homebuilders ETF (NYSEArca: XHB) is up 7.1% over the past month and iShares Dow J...

Hedge Fund Manager Tudor Scooped Up Financial ETF by John Spence
16 May 2012 at 3:51pm
The hedge fund run by noted manager Paul Tudor Jones bought shares of an ETF that invests in U.S. financial stocks in the first quarter, according to a filing. “Tudor purchased 8.66 million shares ...

PIMCO Puts Actively Managed ETFs in the Spotlight by Tom Lydon
16 May 2012 at 2:30pm
The success of PIMCO Total Return ETF (NYSEArca: BOND) has triggered speculation that more asset managers will follow PIMCO#8217;s lead and introduce exchange traded fund counterparts for their mos...

Why ETFs Appeal to Traders and Long-Term Investors by Tom Lydon
16 May 2012 at 1:20pm
Exchange traded funds combine features that make them attractive both to short-term traders and to investors with a buy-and-hold mentality. ETFs provide access to almost every sector and asset clas...

Biotech ETFs for an MA Boom by Tom Lydon
16 May 2012 at 12:30pm
Strong prospects for new drug approvals, a favorable M#38;A environment, and a positive fundamental outlook have the biotechnology industry looking healthy, according to S#38;P Capital IQ. Inves...

ETF Chart of the Day: PowerShares Senior Loan Portfolio by Paul Weisbruch, Street One Financial
16 May 2012 at 11:39am
Late last week we saw a gigantic uptick in trading volume in an ETF that is likely unknown to most portfolio managers because the product only recently celebrated its one year birthday in March. Po...

Currency ETFs: Dollar Rallies to Key Resistance, Threatens Breakout by John Spence
16 May 2012 at 11:11am
An exchange traded fund pegged to the U.S. Dollar Index is on an 11-day rally as the greenback nears a key resistance level. If the dollar breaks out, it could mean pain for ETFs tracking stocks an...

An Overview of MLP ETFs by John Spence
16 May 2012 at 10:39am
ETFs tracking master limited partnerships continue to draw interest from investors searching high and low for yield. It’s important for investors to do extra homework when considering ETFs followin...

Gold ETFs Testing December Low by John Spence
16 May 2012 at 10:01am
Gold exchange traded funds reversed early losses Wednesday following a three-day down streak. The precious metal ETFs are testing the recent low from December 2011, a key technical level. SPDR Gold...

German Bond ETF Volume Rises as Yields Hit Record Low by John Spence
16 May 2012 at 9:14am
Activity in exchange traded products that invest in German government debt has perked up lately as bond yields scrape record lows with Greece worries sending investors into safe havens. Germany’s b...

 

ETF Analysis from IndexUniverse.com

Knight’s Browne: Inside ETF Market-Making by Alex Ulam and Olly Ludwig
7 May 2012 at 5:11pm

Means-testing is a must for market makers, Knight's Browne says.

GLDX and other precious metals ETFs were among the worst-performing ETFs on Tuesday, May 15, as anxiety mounted over Greece's future in the eurozone.

Volatility, natgas ETPs top weekly performers list, while China and Greece ETFs end up in the cellar.

Short-sellers turned up the pressure on gold and emerging markets last month.

The rand, for now, is killing returns for U.S. investors in South Africa.

Market Vectors debuts EM junk bond ETF; plus, check out our new list of YTD ETF launches!

When push comes to shove, what investors want the most out of ETFs is competitive prices.

Axel Merk seeks to put gold bug objections to rest by making his proposed gold ETF more easily redeemable in bullion.

A number of debt ETFs pulled in fresh assets in the week ended May 3, as investors again grew nervous.

Legendary commodity investor offers a wide-ranging view of investment topics, in his own irascible manner.

Fund Industry Update - CNW 

Morguard Real Estate Equity Fund Now Available on FundSERV 16 May 2012 at 11:19am
TORONTO, May 16, 2012 /CNW/ - Morguard Financial is pleased to announce their real estate equity product, the Morguard Real Estate Fund, is now listed and available to Canadian accredited investo...

Research Investment in Bone Marrow Failure Disease 14 May 2012 at 12:40pm
OTTAWA, May 14, 2012 /CNW/ - Two research projects focused on a bone marrow failure disease recently received funding from the Aplastic Anemia and Myelodysplasia Association of Canada (AAMAC) and...