Appearances

Nottingham Advisors now has their very own ETF Strategist page on ETFtrends.com. Moving forward we will be providing thought leadership and publications on various topics within the ETF and investment industry. In our debut, Portfolio Manager Matthew Krajna, CFA discusses managing volatility within an investment portfolio. Click here to read the full article!

nottingham etf trends

Nottingham’s Chief Investment Officer Larry Whistler, CFA is interviewed by S&P DJI’s Shaun Wurzbach in S&P Indexology’s, “Advanced Topics in Purpose-Based Asset Allocation.”

Watch Larry discuss index-based asset allocation strategies as tools for managing risk including municipal bond laddering and currency hedging.

Nottingham’s Chief Investment Officer Larry Whistler, CFA is interviewed by S&P DJI’s Shaun Wurzbach in S&P Indexology’s, “Purpose-Based Asset Allocation.”

Nottingham’s Chief Investment Officer Larry Whistler, CFA is interviewed by  S&P DJI’s Shaun Wurzbach and featured on AssetTV’s “Advanced Topics in Purpose-Based Asset Allocation.”

Watch Larry discuss index-based asset allocation strategies as tools for managing risk including municipal bond laddering and currency hedging. Index-Wurzbach-Whistler-2-Shot-Still-11-03-15

Portfolio Manager Matthew Krajna, CFA is featured in the Wall Street Journal and provides commentary on how currency ETFs can be utilized in one’s investment portfolio to take advantage of the Dollar’s growing strength, in the article, “Betting on the BuckCapture” by Ari Weinberg.

Featured in ETF.com, Chief Investment Officer Larry Whistler provides insight for one of the most important measures of Fixed Income risk in his article, “It Really Is Time To Understand Duration.”

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As the Federal Reserve embarks on its long-awaited interest rate “normalization” voyage, portfolio managers need to prepare their portfolios for the journey. As passengers on this ship, intended or not, bond holders everywhere will feel the sting of rising rates for the first time in nearly 10 years.

We’ve noticed a certain complacency having set in in the fixed-income arena, with few investors properly acknowledging that, indeed, one can lose money in bonds!

Five Big Bond ETFs

The largest fixed-income exchange-traded funds by assets are:

That’s more than $100 billon invested in those five ETFs alone. Although hardly identical, they all share one measure that investors should be focusing on right now: duration.

To read the entire article please click here.

Portfolio Manager Christopher Hugar comments for the ETF.com article “Solving the Income Riddle” by Olivier Ludwig.

We suggest investors divorce themselves from the idea that liabilities must be funded by income and income alone. Instead, it’s important to remember there are two ways to generate portfolio returns: either via income or capital gains. What’s more, it’s our view that the current environment has actually skewed return profiles toward the latter, at least in the near term.

Since 2009, quantitative easing has been the response of choice for deflation-fighting central bankers around the world. At its core, QE is specifically designed to suppress yields in an effort to push investors further out on the risk spectrum to reflate asset prices. By their very design, these programs tilt the scale away from income and toward capital gains. It’s suggested that investors shouldn’t “fight” central bankers, and pursuing yield alone in this environment feels a little bit like that.

With the Fed officially ending its QE program in 2014, the United States is now a tough environment for income-seekers and total return-seekers alike. Instead, we suggest investors look abroad. Consider the iShares MSCI EAFE Minimum Volatility ETF (EFAV | B-64), which yields just more than 3.0%. Roughly 40% of the fund is allocated to Japan and the eurozone.

Both are areas that have reasonable valuations, and central bankers are still aggressively pursuing QE, suggesting future gains will more than make up for the shortfall in any 5% yield bogey. As an added bonus, the product is even designed to have a lower-volatility profile—a favorable attribute for most income investors.

To read the entire article please click here.

Check out Nick Verbanic, Vice President and Portfolio Manager of Nottingham Advisors on WCNY’s Financial Fitness.

http://video.wcny.org/video/2365225356/

Check out Nick Verbanic, Vice President and Portfolio Manager of Nottingham Advisors on WCNY’s Financial Fitness.

http://video.wcny.org/video/2365215266/

Click here for a link to Nick’s previous appearance on Financial Fitness.

http://video.wcny.org/video/2365153016/

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