Appearances

 

Nottingham Advisors’, Tim Calkins, Director of Fixed Income, was a panelist with S&P Dow Jones Indices regarding the positive performance in ESG strategies and more specifically, green bonds. Watch the full video below:

Going Green Without Seeing Red

Allocations Which Mitigate Equity Risk

The video explores how index data, research, and new factor-based strategies are influencing allocations.

 

Reconciling Long Term Views and Equity Allocation 

The video explores how index data, research, and new factor-based strategies are influencing allocations.

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.”

Capture

 

 

 

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.

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