The ETF Portfolio Strategist

James Picerno
Market intelligence and analytics for managing ETF-based portfolio strategies
Created 07 Aug 2020
  • The ETF Portfolio Strategist: 12 Nov 2021
    13 Nov 2021 • < 1 min read
    A down week for most markets—Asia stocks and commodities posting the main upside exceptions Four of five of our portfolio strategy benchmarks lost ground this week, with the exception of the equal-wei...
  • The ETF Portfolio Strategist: 10 Nov 2021
    10 Nov 2021 • < 1 min read
    Inflation continues to run hotter than expected, which means that the bond-market volatility isn’t set to fade any time soon. The news du jour: US consumer inflation jumped to a new 30-year high in Oc...
  • The ETF Portfolio Strategist: 7 Nov 2021
    07 Nov 2021 • < 1 min read
    Raw, unmanaged beta risk continues to run hot, creating a tough benchmark for risk-managed strategies. Our trio of proprietary strategies are certainly finding it tough to keep up with the 16-fund ben...
  • The ETF Portfolio Strategist: 6 Nov 2021
    06 Nov 2021 • 3 min read • 0 2
    US small-cap stocks surge during a mostly risk-on week for global markets A strong week of gains for our portfolio strategy benchmarks They’re alive! After trading in a tight holding pattern for much ...
  • The ETF Portfolio Strategist: 4 Nov 2021
    04 Nov 2021 • 3 min read • 1 6
    Total return expectations for the Global Market Index (GMI) continue to hold at 4%-plus, or roughly half the level of the index’s 10-year performance. Today’s update of new total return forecasts for ...
  • The ETF Portfolio Strategist: 31 Oct 2021
    31 Oct 2021 • < 1 min read
    Two out of three of our proprietary strategies were essentially flat last week, matching the benchmark’s unchanged status. The upside outlier: Global Momentum (G.B16.MOM), which edged up 0.3% for the ...
  • The ETF Portfolio Strategist: 29 Oct 2021
    29 Oct 2021 • < 1 min read
    US stocks and bonds topped returns this week for global markets US 60/40 benchmark regains the lead this week for strategy performances US stocks continue to recover: Doubting the upward momentum of A...
  • The ETF Portfolio Strategist: 27 Oct 2021
    27 Oct 2021 • < 1 min read
    Emerging markets are (still) having a tough time finding their mojo. There have been brief moments when stocks in this bucket, overall, have rallied. But the general trend this year remains mildly bea...
  • The ETF Portfolio Strategist: 24 Oct 2021
    25 Oct 2021 • < 1 min read
    It was a mixed week for global markets, but solid (and identical) gains prevailed for our trio of proprietary rules-based strategies — each posted a 0.5% advance for the trading week through Oct 22. A...
  • The ETF Portfolio Strategist: 23 Oct 2021
    23 Oct 2021 • < 1 min read
    US real estate investment trusts regain their bullish momentum Despite a mixed week for asset classes, all our strategy benchmarks posted solid gains this week US risk assets find their footing… again...
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