Exchange Primed To Be the Most Important Financial Advisor Conference of 2023
Todd Rosenbluth
|
Exchange is only about a month away! With the financial community gearing up...
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
In the U.S., growth stocks have gotten clobbered, but value equities remained strong as investors were on the lookout for cheap companies with healthy profits.
Top Performers
Worst Performers
Dividend
Dividend stocks recorded a pretty decent performance, as many of these companies fall in the category of value stocks.
Top Performers
Worst Performers
Fixed Income
Fixed income funds have had a bad ride over the past two weeks of 2022, with long-term Treasuries among the worst performers. Funds that short sell Treasuries posted the strongest gains.
Top Performers
Worst Performers
Sector
Crude oil and energy shares have been the best performers for the past two weeks, while the companies in the cannabis, clean energy and semiconductor industries were hit hard.
Top Performers
Worst Performers
Foreign
In foreign equities, emerging markets made the list of both the best and worst performers. Brazil and Latina America shares are the top performers thanks to rising oil prices. Meanwhile, countries like Taiwan have disappointed as investors sold off semiconductor stocks.
Top Performers
Worst Performers
Alternatives
Commodities like silver have continued their winning streak over the past two weeks. Funds focused on cannabis, managed futures and volatility management strategies have posted the weakest performance with double-digit losses.
Top Performers
Worst Performers
ESG
Several ESG funds have ended the year down with small losses.
Worst Performers
U.S. manufacturing and services PMI have also been deeply disappointed, falling further into contraction territory. Manufacturing PMI reached a low not seen since the COVID-19 pandemic. However, the U.S. jobs market still shows no signs of stress, with unemployment claims continuing to drop.
The Bank of Japan has left interest rates at a record low, but adjusted the yield curve on the benchmark 10-year government bonds from 0.25% to 0.5%, triggering a fall in domestic stock prices and a surge in the yen. However, the central bank hinted that the move is not part of a broader policy tightening, saying it will continue its bond buying activity.
Fund performance data is calculated for the period between December 19 and December 30.
Receive email updates about best performers, news, CE accredited webcasts and more.
Todd Rosenbluth
|
Exchange is only about a month away! With the financial community gearing up...
Jayden Sangha
|
In this article, we will take a closer look at what CY2023 has...
Justin Kuepper
|
Let's take a closer look at different types of structured credit products and...
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
In the U.S., growth stocks have gotten clobbered, but value equities remained strong as investors were on the lookout for cheap companies with healthy profits.
Top Performers
Worst Performers
Dividend
Dividend stocks recorded a pretty decent performance, as many of these companies fall in the category of value stocks.
Top Performers
Worst Performers
Fixed Income
Fixed income funds have had a bad ride over the past two weeks of 2022, with long-term Treasuries among the worst performers. Funds that short sell Treasuries posted the strongest gains.
Top Performers
Worst Performers
Sector
Crude oil and energy shares have been the best performers for the past two weeks, while the companies in the cannabis, clean energy and semiconductor industries were hit hard.
Top Performers
Worst Performers
Foreign
In foreign equities, emerging markets made the list of both the best and worst performers. Brazil and Latina America shares are the top performers thanks to rising oil prices. Meanwhile, countries like Taiwan have disappointed as investors sold off semiconductor stocks.
Top Performers
Worst Performers
Alternatives
Commodities like silver have continued their winning streak over the past two weeks. Funds focused on cannabis, managed futures and volatility management strategies have posted the weakest performance with double-digit losses.
Top Performers
Worst Performers
ESG
Several ESG funds have ended the year down with small losses.
Worst Performers
U.S. manufacturing and services PMI have also been deeply disappointed, falling further into contraction territory. Manufacturing PMI reached a low not seen since the COVID-19 pandemic. However, the U.S. jobs market still shows no signs of stress, with unemployment claims continuing to drop.
The Bank of Japan has left interest rates at a record low, but adjusted the yield curve on the benchmark 10-year government bonds from 0.25% to 0.5%, triggering a fall in domestic stock prices and a surge in the yen. However, the central bank hinted that the move is not part of a broader policy tightening, saying it will continue its bond buying activity.
Fund performance data is calculated for the period between December 19 and December 30.
Receive email updates about best performers, news, CE accredited webcasts and more.
Todd Rosenbluth
|
Exchange is only about a month away! With the financial community gearing up...
Jayden Sangha
|
In this article, we will take a closer look at what CY2023 has...
Justin Kuepper
|
Let's take a closer look at different types of structured credit products and...
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...