Tag: Index Fund

ETFs: Benefits of Exchange Listing

The following was authored by Anita Rausch, Head of the Capital Markets team at WisdomTree. I have been talking to exchange-traded fund (ETF) investors for more than a decade, and when I mention the numerous benefits of the structure, I often hear “I don’t need intraday liquidity, so that does not benefit me.” Well, I […]

Stop The Blame Game: Index Providers Don’t Drive Performance

The following was authored by Martin Small, Head of U.S. iShares at BlackRock. Index providers may set out the rules, but stock pickers dictate winners and losers. Martin explains. We all have a fascination with finding the person “behind the curtain,” the Great Oz who exercises ultimate control.  In reality, wizards are few and far between. […]

How To Prepare Your Portfolio For Any Weather

The following was authored by Matthew Tufano, economist within Vanguard’s Australian Investment Strategy Group. I love forecasts. If there’s something to predict, chances are I’m thinking about it. I first caught the “prediction bug” during winter storms, which brought the possibility of school snow days. If I believed it would snow enough to close school and […]

Guess Who’s Driving the ETF Bus?

The following was authored by Martin Small, Head of U.S. iShares and a regular contributor to The Blog. ETFs got their biggest boost in 2017 from end investors and advisors. Martin explains why this is such a big deal. By any measure, 2017 was a breakout year for exchange traded funds (ETFs). Globally, an unprecedented $630 […]

ETFs vs. Mutual Funds: The Age-Old Question

The following was authored by Paige Kyle, Capital Markets Associate at WisdomTree. One of the most common questions and discussion points we encounter is: “What are the key differences between exchange traded funds (ETFs)  and mutual funds?” Both are investment vehicles designed to give the investor exposure to a basket of securities, but there are important […]

5 Questions To Ask Your Advisor About ETFs

The following was authored by Hollie Fagan, Head of BlackRock’s Registered Investment Advisor business. More and more investors are looking at ETFs and wondering if they should incorporate them in their portfolios. Talking to your financial advisors about ETFs is a good start. Exchange traded funds (ETFs) have joined mutual funds and individual stocks as mainstream […]

3 Ways To Help Maximize Your Portfolio’s Tax Readiness

The following was authored by Hollie Fagan, Head of BlackRock’s Registered Investment Advisor business. When it comes to taxes and investing, it’s all about the end game—the less you pay now, the more you’ll keep working toward your long-term goals. As the final months of 2017 gallop to a close (wasn’t it just Memorial Day?), many […]

3 Roles Bonds Can Play In A Portfolio

The following was authored by Matthew Tucker, Head of iShares Americas Fixed Income Strategy. As many investors know, bond investing is not easy. In a previous blog post I had briefly touched upon how to sidestep the most commonly made mistakes. Today I want to dig more into the first of the three mistakes—forgetting what your […]

3 Ways ETFs Have Revolutionized The Bond Market

The following was authored by Matthew Tucker, Head of iShares Americas Fixed Income Strategy. Fifteen years ago this week the first bond exchange-traded funds (ETFs) debuted, changing the way investors can access fixed income markets. At first, only four iShares bond ETFs were available, with just a small amount of assets and access limited to Treasuries […]

For Investors, “Home Bias” Can Lead To A Failure To Launch

The following was authored by Bill McNabb, Chairman and Chief Executive Officer of Vanguard. “Buy what you know.” It’s one of the adages of investing, and it has plenty of intuitive appeal. After all, the familiar seems inherently less risky. It’s no wonder that many investors heavily tilt their portfolios toward the stocks and bonds of […]