Is Facebook a tech company or a communications company? The system that determines which companies belong in which industries is changing next year—and so may your clients’ portfolios.
Bringing American Century Investment’s active strategies to exchange traded funds, Edward Rosenberg says investors need to look beyond price and labels.
The USCF SummerHaven SHPEI Index ETF, which will go by the symbol BUY, and the USCF SummerHaven SHPEN Index fund, ticker BUYN, will pick companies that trade “cheaply” relative to the market, making them likely targets for private equity takeovers
With the extreme, rapid price appreciation of digital currencies, some clients may be demanding an investment in cryptocurrencies. If you must, diversification is key.
ETF buyers aren’t looking closely enough at their holdings and instead are relying on diversification to keep them safe, says Paul Andrews, secretary general of the International Organization of Securities Commissions.