Can PIMCO's New Preferred Share Active ETF Counter Inflation Concerns?
Justin Kuepper
|
Let's examine why preferred stocks could be attractive in today's environment and why...
US Broad mostly includes funds focused on US equities and can cover different investing styles (growth/value) and market capitalizations (small/mid/large). Fixed Income includes funds focused on debt securities and can cover different geographies (US/foreign) and security types (corporate/municipal/high-yield/investment-grade/government/structured). Alternatives cover funds focused on non-traditional investment strategies (currency, hedge fund strategy, derivatives), leveraged/structured products, real estate, and commodities. Dividend funds focus on generating income via equities and not through debt.
U.S. Broad
Small-cap and growth stocks have been among the best performers in the U.S past forrnight.
Top Performers
Worst Performers
Dividend
Small-cap stocks that pay handsome dividends have been the best performers from the dividend pack. High growth dividend companies have posted weaker performance.
Top Performers
Worst Performers
Fixed Income
Fixed income funds have also posted strong performance, with long-term corporate bonds recording among the best gains.
Top Performers
Sector
Technology stocks have posted double digit gains during the past two weeks, while commodities like platinum were among the notable losers.
Top Performers
Worst Performers
Foreign
In foreign equities, some Brazil, South Korea and Mexico based funds jumped more than 10%, while India and Saudi Arabia based funds posted weak performance.
Top Performers
Worst Performers
Alternatives
Gold and cannabis stocks have been the best performers from the pack, while volatility instruments and managed futures were among the few funds posting losses.
Top Performers
Worst Performers
ESG
Several ESG funds posted gains between 2% and 6%.
Top Performers
The U.S. jobs market continues to be strong, with the economy adding 223,000 jobs in December. The unemployment rate fell from 3.7% to 3.5%, a bigger fall than analysts had expected.
U.S. services purchasing managers’ index (PMI) surprisingly declined below 50, the level indicating neither contraction nor expansion, showing a swift deterioration in sentiment. However, U.S. consumer sentiment remains strong, rising to a high not seen since April 2022.
In Europe, UK economy surprised to the upside, with national output rising 0.1% in December compared with predictions of a 0.2% contraction.
Fund performance data is calculated for the period between Jnauary 3 and January 13.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's examine why preferred stocks could be attractive in today's environment and why...
News
Markets have continued their rally over the past two weeks, as falling inflation...
Justin Kuepper
|
In this article, we'll look at Element Funds' new Element EV, Solar &...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
US Broad mostly includes funds focused on US equities and can cover different investing styles (growth/value) and market capitalizations (small/mid/large). Fixed Income includes funds focused on debt securities and can cover different geographies (US/foreign) and security types (corporate/municipal/high-yield/investment-grade/government/structured). Alternatives cover funds focused on non-traditional investment strategies (currency, hedge fund strategy, derivatives), leveraged/structured products, real estate, and commodities. Dividend funds focus on generating income via equities and not through debt.
U.S. Broad
Small-cap and growth stocks have been among the best performers in the U.S past forrnight.
Top Performers
Worst Performers
Dividend
Small-cap stocks that pay handsome dividends have been the best performers from the dividend pack. High growth dividend companies have posted weaker performance.
Top Performers
Worst Performers
Fixed Income
Fixed income funds have also posted strong performance, with long-term corporate bonds recording among the best gains.
Top Performers
Sector
Technology stocks have posted double digit gains during the past two weeks, while commodities like platinum were among the notable losers.
Top Performers
Worst Performers
Foreign
In foreign equities, some Brazil, South Korea and Mexico based funds jumped more than 10%, while India and Saudi Arabia based funds posted weak performance.
Top Performers
Worst Performers
Alternatives
Gold and cannabis stocks have been the best performers from the pack, while volatility instruments and managed futures were among the few funds posting losses.
Top Performers
Worst Performers
ESG
Several ESG funds posted gains between 2% and 6%.
Top Performers
The U.S. jobs market continues to be strong, with the economy adding 223,000 jobs in December. The unemployment rate fell from 3.7% to 3.5%, a bigger fall than analysts had expected.
U.S. services purchasing managers’ index (PMI) surprisingly declined below 50, the level indicating neither contraction nor expansion, showing a swift deterioration in sentiment. However, U.S. consumer sentiment remains strong, rising to a high not seen since April 2022.
In Europe, UK economy surprised to the upside, with national output rising 0.1% in December compared with predictions of a 0.2% contraction.
Fund performance data is calculated for the period between Jnauary 3 and January 13.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's examine why preferred stocks could be attractive in today's environment and why...
News
Markets have continued their rally over the past two weeks, as falling inflation...
Justin Kuepper
|
In this article, we'll look at Element Funds' new Element EV, Solar &...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...