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Don’t Make The Same Mistake As Norway

Posted by on Feb 23, 2017 in ETF Strategist, Featured, Investment Perspective, Market Insight

By Roger Nusbaum, AdvisorShares ETF Strategy   The Financial Times had a lengthy writeup on the Government Pension Fund of Norway and that it is considering increasing its equity allocation from 60% to 75% as it tries to grapple with oil prices that although are well off the bottom are still low. The declines and only partial recovery has created budget deficits that need to be managed and the withdrawal rate from the sovereign wealth fund and by extension the fund’s returns are of course relevant. ZeroHedge also weighs in with its usual gloom and more gloom. I’ve written a lot of blog posts on endowments/sovereign wealth funds/pensions because...

AdvisorShares Active ETF Market Share Update – Week Ending 2/17/2017

Posted by on Feb 22, 2017 in Active ETF Reports, ETF Strategist, Featured

Assets in actively managed ETFs added $325 million, more than 1%, to reach $31.559 billion. There was one new fund from First Trust last week, which brings the total to 162. First Trust was the leader in asset growth with $159 million followed by $94 million for State Street and $35 million for PIMCO. There were very few decliners last week with only PowerShares standing out with a $41 million drop. At the strategy level, Bank Loan showed continued popularity adding $87 million, Global Bond added $83 million and Short Term Bond chipped in with $72 million. Again, very few categories lost assets; Alternative contracted by $25 million. To...

2/21/17 Macro Update

Posted by on Feb 21, 2017 in Featured, 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).  ...

Then It Was Back to Greece

Posted by on Feb 21, 2017 in Dennis Gartman, Market Insight

February 21, 2017 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.   Money is leaving the European Continent as concerns over the fiscal circumstances in Greece are once again at the front and very center stage, but also as concerns grow of the possibility… not a probability, but merely a possibility… that Ms. Le Pen and her National Front Party may actually win the...

AdvisorShares Weekly Market Review – Week Ending 2/17/2017

Posted by on Feb 21, 2017 in ETF Strategist, Market Insight

Highlights of the Prior Week A Little Bumpier, But Higher!   Macro Although there were a few more ups and downs last week, domestic markets moved strongly higher. The Dow Jones Industrial Average gained 1.73%, the S&P 500 added 1.49%, the NASDAQ moved ahead 1.77% and the Russell 2000 lagged behind up 0.77%. The yield on the Ten Year US Treasury Note moved up two basis points on the week to 2.42% which seems rather docile given the 0.6% print for PPI last week and the same 0.6% for CPI. These were the largest gains since 2012 for these data points. While this would seem to be inflationary, the...

Around the World with Yusko: The Global Search for Alpha: All Roads Lead to China

Posted by on Feb 17, 2017 in Market Insight, Morgan Creek

Please join Mark Yusko, CEO and CIO of Morgan Creek Capital Management and Portfolio Manager of the AdvisorShares Morgan Creek Global Tactical ETF (GTAA), on Wednesday, February 22nd at 1:00pm EST/10am PST for Morgan Creek’s latest session of the Around the World with Yusko webinar series. Be sure to attend this upcoming webinar titled, Around the World with Yusko: The Global Search for Alpha: All Roads Lead to China. Viewers may, and are encouraged to, submit questions during the event. If you would like to register for the webinar, please click...

The Blurry Line Between Active & Passive

Posted by on Feb 16, 2017 in ETF Strategist, Investment Perspective, Market Insight

By Roger Nusbaum, AdvisorShares ETF Strategist   Barron’s had an interesting ‘other voices’ column titled The End Of An Active-Investing Era by Donald Callaghan. Most of the article was about difficulty of outperforming the passive indexes. Active versus passive is not the point of this post, that’s been written about 1000 times, other than to say there are too many real world variables to active versus passive for that to even be the right question. A diversified portfolio likely includes both active and passive vehicles, owning any individual stocks is an active endeavor, certain strategies use passive vehicles in active strategies, an 80 year old client living comfortably off...

Weekly Small Cap Market Review: February 6 – February 10

Posted by on Feb 15, 2017 in Cornerstone Investment Partners, Small Cap Market Review

By Mark Spatt, CFA, Investment Analyst at Cornerstone Investment Partners, sub-advisor of the AdvisorShares Cornerstone Small Cap ETF (NYSE Arca: SCAP)   It’s February, and I’ll excuse you if you find the financial news, including this newsletter, somewhat one-note at this point. When the White House Press Secretary’s daily press conference serves as must-see TV (while “The Blacklist,” which is a very fun show, languishes unwatched on the DVR), it seems obvious what is driving the market’s daily gyrations. This is particularly true in small cap, an asset class with outsized exposure to changes in regulation, taxes, and domestic economic policies. The small cap market, as defined by the...

US & Japanese Relations: A Sensible Way Forward

Posted by on Feb 14, 2017 in Dennis Gartman, Market Insight

February 13, 2017 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 forex market is breathing a sign of collective relief and the dollar is trading quietly on either side of the levels that prevailed and were marked here on Friday following the rather pleasant “summit” meetings over the weekend between Japan’s Prime Minister, Mr. Shinzo Abe, and President Trump. We expand upon...

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The AlphaBaskets blog provides frequent market insight and commentary by AdvisorShares Investments, LLC, created by AdvisorShares and other leading active managers.  AdvisorShares Investments is an SEC-registered investment adviser and the investment adviser to the AdvisorShares actively managed ETFs. The views expressed on AlphaBaskets should not be taken as investment advice or a recommendation for any of the actively managed ETFs advised by AdvisorShares.

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