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Finding Alpha in unexpected places…trend following beyond developed markets with Doug Greenig – new on The Derivative

Finding Alpha in unexpected places…trend following beyond developed markets with Doug Greenig – new on The Derivative

In this in-depth conversation, Jeff Malec (@AttainCap2) picks the brain of veteran quant Doug Greenig of Florin Court Capital about pursuing trends on a truly global scale. Greenig takes listeners on his fascinating career journey, from cutting-edge fixed income modeling at Goldman Sachs to managing risk at MAN AHL’s pioneering CTA firm. He explains how…

SPACEX Starlink

SPACEX Starlink

Starlink is now available in Argentina, making it the seventh country in South America and 72nd in the world where people can access high-speed, low-latency internet from space!
Billions Flood Active ETFs in Hunt for Cheap EM Stocks

Billions Flood Active ETFs in Hunt for Cheap EM Stocks

  • Undervalued emerging stocks lure traders back to risky assets
  • Despite small market share, active EM ETFs see big inflows

As investors scour the globe for under-valued stocks, one increasingly popular destination is actively managed exchange-traded funds that focus on emerging markets.

In the $350 billion market for ETFs that invest in developing-nation assets, the holdings of only about 5% of funds are actively managed — rather than pinned directly to an underlying index, according to data compiled by Bloomberg. But those actively managed funds have lured in more than a third of new cash that’s flowed into the asset class over the past year.

Recent News

Pay Attention to the Market’s ‘Riptide Warnings’

Pay Attention to the Market’s ‘Riptide Warnings’

Overestimating your swimming ability and underestimating the riptide is a recipe for disaster. The same is true in the markets. What may look like a broadening out of performance can turn into a new trend – a tide – which takes you out to “sea” if you aren’t in the right stocks. It’s like a “riptide warning.”

Thankfully, we have an investing guide here at Chaikin Analytics to help us… You see, our Power Gauge system doesn’t just track fundamentals. It also gives us technical indicators. And the one I tend to rely on the most is relative strength.

Pacer ETF’s O’Hara On Stocks In A Higher Rate Environment

Pacer ETF’s O’Hara On Stocks In A Higher Rate Environment

Sean O’Hara, President of Pacer ETF Distributors, joined Keith Black, Managing Director of RIA Channel, to discuss the impact of a higher-for-longer interest rate regime on equity investment styles.

Investors face threats from geopolitical risks and the fact that higher rates and inflation haven’t yet materially impacted corporate profits. Higher rates can threaten growth stocks by applying higher discount rates to earnings in distant future years, reducing the present value of those cash flows. Companies with high current free cash flow have the resources to deal better with higher levels of interest rates.