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The G-20 Photo Op

Posted by on Jul 25, 2016 in Dennis Gartman, Market Insight

July 25, 2016 Dennis Gartman is editor and publisher of The Gartman Letter, and strategic advisor of the AdvisorShares Gartman Currency Hedged Gold ETFs (GEUR & GYEN). He regularly contributes to AlphaBaskets and lends his institutional insight to educate advisors and investors about commodities and the forex markets, including about trading gold in different currency terms.   The US$ is again rather quietly stronger, rising a bit relative to the Yen and rising a bit more relative to the EUR compared to the levels on Friday. Further, the technically and psychologically important 1.1000 support level for the EUR has been “given” and indeed the 1.0970 level was “given” late...

AdvisorShares Weekly Market Review – Week Ending 7/22/2016

Posted by on Jul 25, 2016 in ETF Strategist, Market Insight

Highlights of the Prior Week Surprised That There Were No Surprises Macro The Republican National Convention came and went with no surprises. While there was talk, or idle speculation, of an attempted “coup” no such thing materialized. The presumptive nominee going in is now the nominee. In this report we don’t wade in with political opinion, we are simply stating that there were no surprises and the markets were flat with an upside bias because of it…maybe, explanation fallacy would say it is futile to attribute movement to specific events or, as the case may be, non-events. Stay tuned for the Democratic version this week. Rounding up the domestic...

High Yield Market Default Update

Posted by on Jul 22, 2016 in Market Insight, Peritus Asset Management

By Heather Rupp, CFA, Director of Communications and Research Analyst for Peritus Asset Management, Sub-Advisor of the AdvisorShares Peritus High Yield ETF (NYSE Arca: HYLD)   As we stand today, default activity year-to-date has already surpassed the par default level for all of 2015.  However, the defaults remain almost entirely in the commodity sectors—Energy and Metals/Mining—while outside of these segments, default rates remain at or near record lows.  Energy and metals and mining together comprise about 20% of the market, so this leaves about 80% of the market where we continue to see a very benign default environment.  Putting numbers to this, JP Morgan is reporting a total par-weighted...

The Evolution of Korea’s Industrial Structure

Posted by on Jul 20, 2016 in Korea Investment Management, Market Insight

Editor’s Note: The following insight comes from Korea Investment Management – a leading asset manager in South Korea – and continues a series of posts intended to introduce South Korea as an investment destination.   Over our previous writings on AlphaBaskets, we have covered the reasons why the services sector’s growth potential exceeds that of manufacturing and why consumer sectors are better positioned than industrials. This is not a temporary phase, but a structural change as Korea evolves into a developed economy. A review of G7 countries, the leading developed markets (DMs) confirms this type of de-industrialization as the weighting of manufacturing declines gradually. Even in Japan and Germany,...

Deploying Cash When The Market Is At All Time Highs

Posted by on Jul 20, 2016 in ETF Strategist, Market Insight

By Roger Nusbaum, AdvisorShares ETF Strategist   A reader left a comment on the Seeking Alpha version of last week’s blog post asking for my thoughts on how to deploy cash now given the highs in the markets and valuations that are at the very least stretched (some would obviously say the market is now very expensive). He added the context of someone being 20 years until retirement. There is a lot here to discuss but the overall assumption for any comments in this post is maintaining a proper asset allocation. This is a crucial building block for a successful outcome. Proper weightings between the asset classes, even what...

AdvisorShares Active ETF Market Share Update – Week Ending 7/15/2016

Posted by on Jul 19, 2016 in Active ETF Reports, ETF Strategist

Assets in actively managed ETFs increased by $135 million last week, or 0.51%, to $26.469 billion. There were no new funds, which leaves the count at 148. Most of the gain was attributable to the $110 million net increase at First Trust followed by $35 million to Guggenheim and $30 million for PowerShares. PIMCO contracted by $41 million while WBI Shares slid by $18 million. At the category level, the largest gains were $53 million for High Yield and $51 million for Alternative Income, which is consistent with the idea of investors looking for yield as more traditional income market payouts remain at historically low levels. To subscribe to...

Understanding the Failed Coup in Turkey

Posted by on Jul 19, 2016 in Dennis Gartman, Market Insight

July 18, 2016 Dennis Gartman is editor and publisher of The Gartman Letter, and strategic advisor of the AdvisorShares Gartman Currency Hedged Gold ETFs (GEUR & GYEN). He regularly contributes to AlphaBaskets and lends his institutional insight to educate advisors and investors about commodities and the forex markets, including about trading gold in different currency terms.   The US dollar is strong almost across the board falling only relative to the Japanese Yen and even then the Yen/dollar has moved barely at all when compared to Friday.  The dollar’s real movement is relative to the Euro where 1.1050 is being tested and almost certainly shall be tested and “given”...

7/18/16 Macro Update

Posted by on Jul 19, 2016 in Laif Meidell, Macro Update

Please listen to American Wealth Management’s Laif Meidell and Heidi Foster discuss the latest events and trends across the markets in their weekly Macro Update. Mr. Meidell also serves as portfolio manager of the AdvisorShares Meidell Tactical Advantage ETF (NYSE Arca: MATH) and the AdvisorShares Market Adaptive Unconstrained Income ETF (NASDAQ: MAUI)....

AdvisorShares Weekly Market Review – Week Ending 7/15/2016

Posted by on Jul 18, 2016 in ETF Strategist, Market Insight

Highlights of the Prior Week So Now Brexit Is Good For Markets? Macro The title to this week’s update is meant to be tongue in cheek as we suspect that beyond the kneejerk/snapback cycle a couple of weeks ago, the US markets are not being influenced by what Brexit will or won’t be and may not be so influenced for quite a while yet, if ever. Even European equity markets worked their way higher despite the acceptance and the unknowns. The Dow Jones Industrial Average was up 2.02%, the S&P 500 gained 1.48%, the NASDAQ was good for 1.44% and the Russell 2000 chipped in with 2.39%. From the...

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