“Active managers are now taking a lot of their insights and packaging them up in rules-based ways and delivering them to clients to be a complement and also an alternative to pure passive,” says Oppenheimer Funds’ Mo Haghbin.
Jerome Powell, let’s be frank, didn’t say much that we didn’t already know: the Fed’s got its three more hikes there in the dot-plots; the data the Fed harps on, jobs and inflation, have firmed since December; and odds were already strong for...
Spikes in volatility levels can impact returns on a fund’s portfolio. The relatively low leverage point (1.25X) for Portfolio+ ETFs provide less impact of negative compounding over time for long-term investors.