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.
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