After 2016’s choppy start, the quest for value and yield on a global scale continues in earnest. In the May 9th edition of The Dow Jones Business and Financial Weekly, Barron’s convened a roundtable of Exchange-Traded Fund (ETF) experts to answer the question, “what does it take to build a well-rounded global portfolio – built for the long-term, but not ignoring the short?”
A sub-adviser to one of the mutual funds offered by RiskX Fund, John Forlines III, was part of the panel featured in the Special Report, Around the World: Four Experts tell us how to use ETFs to play global investing trends. In the article, Forlines and three other ETF experts share where they’re looking for value and yield amid 2016’s market churn.
In the discussion, the pros also touch on some global factors that have influenced the year’s market movements, including:
What led to the S&P 500 index dipping more than 10% before reaching almost record highs in the first few months of 2016? How does overseas banking policy relate to Federal Reserve interest rates? What opportunities have influenced the inflow of nearly $35 billion into ETFs this year?*
*According to Research Firm XTF
The S&P 500 Index has been widely regarded as the best single gauge of the large cap U.S. equities market since the index was first published in 1957.
At the time the discussion occurred, accounts managed by JAForlines Global and John Forlines III owned some or all of the ETFs mentioned in the article.
The views and opinions expressed in the Barron’s article are for informational purposes only and not for the purpose of providing investment advice, are those of the author and the participants as of the date of the article and may differ from those of RiskX Invetments, LLC; and are subject to change over time or at any time. The investment strategies discussed in this article may not be suitable for every investor, do not ensure a profit, and cannot protect against losses in a declining market. Investors should review with their advisors the appropriateness of any investment strategy. RiskX Investments, LLC makes no guarantees on the completeness or accuracy of information provided herein.
Nothing in this document should be construed or taken as financial or investment advice. Investors should review with their advisors the appropriateness of any investment strategy. Investment decisions should be based on an individual’s own goals, time horizon and tolerance for risk. Past performance is no guarantee of future results.
Before investing in any mutual fund, please obtain a prospectus and carefully consider the investment objectives, risks, charges and expenses. Read it carefully before you invest.
No part of this material may be (i) copied, photocopied or duplicated in any form by any means, or (ii) redistributed without the prior written consent of RiskX Investments, LLC.
The views set forth in this blog are the opinions of the author alone and may not represent the views of any firm or entity with whom he/she is affiliated. The data, information, and content on this blog are for information, education, and non-commercial purposes only. Returns from index funds do not represent the performance of any investment advisory firm. The information on this blog does not involve the rendering of personalized investment advice and is limited to the dissemination of opinions on investing. No reader should construe these opinions as an offer of advisory services. Readers who require investment advice should retain the services of a competent investment professional. The information on this blog is not an offer to buy or sell, or a solicitation of any offer to buy or sell any securities or class of securities mentioned herein. Furthermore, the information on this blog should not be construed as an offer of advisory services. Please note that the author does not recommend specific securities nor is he responsible for comments made by persons posting on this blog.
© 2017 RiskX Investments, LLC
Investing involves risk. Equity securities are more volatile and carry more risk than other forms of investments.
For more complete information on the American Independence and Rx Funds, you can obtain a prospectus containing complete information for the Funds by calling 866.410.2006 or by visiting www.riskxfunds.com. You should consider the Funds’ investment objectives, risks, charges, and expenses, carefully before you invest or send money. Information about these and other important subjects in the Funds’ prospectus. The prospectus and, if available, the summary prospectus should be read carefully before investing.
Performance data quoted represents past performance. Past performance does not guarantee future results. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. To obtain performance information current to the most recent month-end, please call 866.410.2006 or visit www.riskxfunds.com.
Shares of the American Independence Funds and Rx Funds are distributed by Matrix 360 Distributors, LLC, which is not affiliated with RiskX Investments, LLC.
RiskX Investments is an Investment Advisor and the advisor to the American Independence Funds Trust and Rx Funds Trust. Request Form ADV Part II for a complete description of RiskX Investments, management services. Please be aware of the specific risks associated with any investment product and always read the prospectus before investing, As such, your investments may lose value or you may lose the principal investment.
An investor in a Fund should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available on the website at www.riskxfunds.com or by calling Shareholder Services at 1-866-410–2006. The prospectus should be read carefully before investing.
All information contained herein is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, securities or advisory services. It is not our intention to state or imply in any manner that past results and profitability are an indication of future performance. All materials are compiled from sources believed to be reliable. However, accuracy cannot be guaranteed. Before making an investment decision, prospective investors should carefully read all material provided.