Monday, December 2, 2019

Cyber Monday

Monday, December 2, 2019 - The holiday season is officially here and consumers are in position to have a massive effect on the markets. The Dow Jones, S&P 500 and Nasdaq Composite all closed on highs Wednesday, rebounding from last week’s poor showing. However, after Thanksgiving, we saw a slight dip in these indices on Black Friday. The Dow Jones fell 112.59 points (-0.40%), the S&P 500 fell 12.65 points (-0.40%), and the Nasdaq Composite Index fell 39.70 points (-0.46%).

On the geopolitical front, the potential for a trade deal with China appeared to become bleaker, as President Trump signed two bills on Wednesday lending support to demonstrators in Hong Kong.  A spokesman for the Chinese Foreign Ministry had this to say about the bills Trump signed: “It is a stark hegemonic practice & a severe interference in Hong Kong affairs, which are China’s internal affairs. China will take strong counter-measures.”

ETFG Quant Movers – Those ETFs who have had the largest weekly change in their respective, overall ETFG Quant ratings.

ETFG Quant Winners: We can see this week’s 5 biggest % Gainers were SPFF, EEH, IGF, FAUS, and EDIV, showing gains of 21.91%, 16.93%, 14.07%, 12.92%, and 12.62% respectively. By a wide margin, our model picked up SPFF (Global X SuperIncome Preferred ETF) as the largest gainer this week, perhaps showing us that investors are taking a defensive approach to the market as President Trump continues to cast doubt on a trade agreement with China.

ETFG Quant Losers: The top 5 big % Losers this week were HAP, MLPG, IMTM, IAI, and VOT who lost -13.18%, -12.78%, -10.29%, -10.25%, -10.01% respectively. The two largest losers (VanEck Vectors Natural Resources ETF and ETRACS Alerian Natural Gas MLP Index ETN, respectively) were an easy call as we saw this industry get hit hard this week. News that warmer weather is on the way scared off natural gas investors, as they generally view Winter as a time of large demand for natural gas.

ETFG Weekly Select List - The five most highly rated ETFs per Sector, Geographic Region and Strategy as ranked by the ETFG Quant model. Comparing ETF Global’s weekly select lists from the past two weeks, we can see that KMED, XPFE, FNDI are potential upside ETFs as they have moved up in their respective rankings this week.

Thank you for reading ETF Global Perspectives!

ETFG 21 Day Free Trial:  https://www.etfg.com/signup/quick

_______________________________________________________
Assumptions, opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice.  ETF Global LLC (“ETFG”) and its affiliates and any third-party providers, as well as their directors, officers, shareholders, employees or agents (collectively ETFG Parties) do not guarantee the accuracy, completeness, adequacy or timeliness of any information, including ratings and rankings and are not responsible for errors and omissions or for the results obtained from the use of such information and ETFG Parties shall have no liability for any errors, omissions, or interruptions therein, regardless of the cause, or for the results obtained from the use of such information. ETFG PARTIES DISCLAIM ANY AND ALL EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO ANY WARRANTIES OF MERCHANTABILITY, SUITABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE.  In no event shall ETFG Parties be liable to any party for any direct, indirect, incidental, exemplary, compensatory, punitive, special or consequential damages, costs, expenses, legal fees, or losses (including, without limitation, lost income or lost profits and opportunity costs) in connection with any use of the information contained in this document even if advised of the possibility of such damages.

ETFG ratings and rankings are statements of opinion as of the date they are expressed and not statements of fact or recommendations to purchase, hold, or sell any securities or to make any investment decisions. ETFG ratings and rankings should not be relied on when making any investment or other business decision.  ETFG’s opinions and analyses do not address the suitability of any security.  ETFG does not act as a fiduciary or an investment advisor.  While ETFG has obtained information from sources they believe to be reliable, ETFG does not perform an audit or undertake any duty of due diligence or independent verification of any information it receives.

This material is not intended as an offer or solicitation for the purchase or sale of any security or other financial instrument. Securities, financial instruments or strategies mentioned herein may not be suitable for all investors.  Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue.  Prices, values, or income from any securities or investments mentioned in this report may fall against the interests of the investor and the investor may get back less than the amount invested.  Where an investment is described as being likely to yield income, please note that the amount of income that the investor will receive from such an investment may fluctuate.  Where an investment or security is denominated in a different currency to the investor's currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income.

Monday, November 25, 2019

A Market Breather Before Thanksgiving?

Monday, November 25, 2019 - Stocks snapped their multi-week winning streak as conflicting signals on the advancement of U.S.-China trade negotiations weighed on market sentiment. Trade tensions continue to wield an outsized influence on capital markets with unevenness on the trade front drowning out some positive news on domestic manufacturing activity and consumer sentiment. Monthly gains in the U.S. PMI and University of Michigan Consumer Sentiment Index along with a moderating pace of declines in Eurozone and Japanese manufacturing and services sectors provided reason for optimism. Yet this upbeat news was derailed by the nearly unanimous passage of the Hong Kong Human Rights and Democracy Act in both chambers of Congress and reports that the U.S. and China have remained unable to bridge the gap on key issues standing in the way of a phase one pact.

With the prospect of a resolution to the trade war growing bleaker, U.S. stocks failed to register a seventh consecutive week of gains. Following this week's trading activity, the DJIA, S&P 500, and Nasdaq declined 0.5%, 0.3%, and 0.2% respectively.

ETFG Quant Movers – Those ETFs who have had the largest weekly change in their respective, overall ETFG Quant ratings.

ETFG Quant Winners: The ETFs experiencing the largest advances in their ETFG Quant Scores this week were the iShares Currency Hedged MSCI United Kingdom ETF (HEWU), Reality Shares DIVCON Dividend Defender ETF (DFND), Principal Millennials Index ETF (GENY), ProShares Decline of the Retail Store ETF (EMTY), and Arrow Dogs of the World ETF (DOGS).

ETFG Quant Losers: Conversely, the ETFs suffering the biggest drops in their Quant scores this week were the Innovator S&P 500 Ultra Buffer ETF (UJUL), Validea Market Legends ETF (VALX), Invesco Preferred ETF (PGX), BMO Elkhorn DWA MLP Select Index ETN (BMLP), and First Trust Nasdaq Semiconductor ETF (FTXL).

ETFG Weekly Select List - The five most highly rated ETFs per Sector, Geographic Region and Strategy as ranked by the ETFG Quant model.

With U.S.-China trade tensions in focus this week, we'd like to put the spotlight on ETFs within the trade-sensitive Industrials sector. With escalating trade uncertainty clouding the outlook for this sector, here are the top 5 rated Industrials ETF from our Select List that may offer upside potential within this increasingly precarious group - First Trust NASDAQ Global Auto Index Fund (CARZ), Fidelity MSCI Industrials Index ETF (FIDU), John Hancock Multifactor Industrials ETF (JHMI), First Trust Global Engineering and Construction ETF (FLM), and First Trust RBA American Industrial Renaissance ETF (AIRR).

Thanks for reading ETF Global Perspectives and Happy Thanksgiving!

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_______________________________________________________
Assumptions, opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice.  ETF Global LLC (“ETFG”) and its affiliates and any third-party providers, as well as their directors, officers, shareholders, employees or agents (collectively ETFG Parties) do not guarantee the accuracy, completeness, adequacy or timeliness of any information, including ratings and rankings and are not responsible for errors and omissions or for the results obtained from the use of such information and ETFG Parties shall have no liability for any errors, omissions, or interruptions therein, regardless of the cause, or for the results obtained from the use of such information. ETFG PARTIES DISCLAIM ANY AND ALL EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO ANY WARRANTIES OF MERCHANTABILITY, SUITABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE.  In no event shall ETFG Parties be liable to any party for any direct, indirect, incidental, exemplary, compensatory, punitive, special or consequential damages, costs, expenses, legal fees, or losses (including, without limitation, lost income or lost profits and opportunity costs) in connection with any use of the information contained in this document even if advised of the possibility of such damages.

ETFG ratings and rankings are statements of opinion as of the date they are expressed and not statements of fact or recommendations to purchase, hold, or sell any securities or to make any investment decisions. ETFG ratings and rankings should not be relied on when making any investment or other business decision.  ETFG’s opinions and analyses do not address the suitability of any security.  ETFG does not act as a fiduciary or an investment advisor.  While ETFG has obtained information from sources they believe to be reliable, ETFG does not perform an audit or undertake any duty of due diligence or independent verification of any information it receives.

This material is not intended as an offer or solicitation for the purchase or sale of any security or other financial instrument. Securities, financial instruments or strategies mentioned herein may not be suitable for all investors.  Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue.  Prices, values, or income from any securities or investments mentioned in this report may fall against the interests of the investor and the investor may get back less than the amount invested.  Where an investment is described as being likely to yield income, please note that the amount of income that the investor will receive from such an investment may fluctuate.  Where an investment or security is denominated in a different currency to the investor's currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income.

Wednesday, November 20, 2019

Registration Closing - Fall 2019 ETP Forum at The NYAC

Wednesday, November 20, 2019 – The Fall 2019 ETP Forum is tomorrow at The New York Athletic Club and has shaped up to be another incredible conference! 

Registration will be closing today at 4:00 PM EST, so please register ASAP if you plan on attending. Please reach out to your ETF Global representative to inquire about complimentary passes to the event.

·       All event information is on the event website at www.etpforum.org

·       Registration is here: http://etpforum.org/etp-forum/registration

We look forward to seeing you and thank you for reading ETF Global Perspectives!

ETFG 21 Day Free Trial:  https://www.etfg.com/signup/quick

_____________________________________________________________
Assumptions, opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice.  ETF Global LLC (“ETFG”) and its affiliates and any third-party providers, as well as their directors, officers, shareholders, employees or agents (collectively ETFG Parties) do not guarantee the accuracy, completeness, adequacy or timeliness of any information, including ratings and rankings and are not responsible for errors and omissions or for the results obtained from the use of such information and ETFG Parties shall have no liability for any errors, omissions, or interruptions therein, regardless of the cause, or for the results obtained from the use of such information. ETFG PARTIES DISCLAIM ANY AND ALL EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO ANY WARRANTIES OF MERCHANTABILITY, SUITABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE.  In no event shall ETFG Parties be liable to any party for any direct, indirect, incidental, exemplary, compensatory, punitive, special or consequential damages, costs, expenses, legal fees, or losses (including, without limitation, lost income or lost profits and opportunity costs) in connection with any use of the information contained in this document even if advised of the possibility of such damages.

ETFG ratings and rankings are statements of opinion as of the date they are expressed and not statements of fact or recommendations to purchase, hold, or sell any securities or to make any investment decisions. ETFG ratings and rankings should not be relied on when making any investment or other business decision.  ETFG’s opinions and analyses do not address the suitability of any security.  ETFG does not act as a fiduciary or an investment advisor.  While ETFG has obtained information from sources they believe to be reliable, ETFG does not perform an audit or undertake any duty of due diligence or independent verification of any information it receives.

This material is not intended as an offer or solicitation for the purchase or sale of any security or other financial instrument. Securities, financial instruments or strategies mentioned herein may not be suitable for all investors.  Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue.  Prices, values, or income from any securities or investments mentioned in this report may fall against the interests of the investor and the investor may get back less than the amount invested.  Where an investment is described as being likely to yield income, please note that the amount of income that the investor will receive from such an investment may fluctuate.  Where an investment or security is denominated in a different currency to the investor's currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor.

Monday, November 18, 2019

Dow 28,000

Monday, November 18, 2019 - Softening trade tensions and a brightening economic outlook helped awaken the stock market from its lull and propel stocks to new records this week. Upbeat comments from U.S. and Chinese officials on the progress of trade negotiations provided the initial boost to sentiment this week. Positive trade developments coupled with a better-than-expected earnings season, stronger consumer sentiment reading, improved retail sales data, assuring comments from the Fed and rebound in treasury yields sparked a rally and lifted the market out of its doldrums.

Prior to these developments, the market had mired in sluggish activity, most notably with the Dow finishing unchanged on Tuesday for just the third time in two decades. Once re-energized, the major indexes soared into record territory. The Dow set a new 1,000 point milestone, reaching above 28,000 points for the first name, ending the week with it's 11th record close of the year, and fourth straight weeks of gains. Meanwhile, the S&P 500 set new highs and registered its six consecutive week of gains and the Nasdaq also hit a new high. At week's end, the DJIA, S&P 500, and Nasdaq were up 1.2%, 0.9%, and 0.8% respectively.

ETFG Quant Movers – Those ETFs who have had the largest weekly change in their respective, overall ETFG Quant ratings.

ETFG Quant Winners: The top five gainers in ETFG Quant Total Score were Franklin Liberty U.S. Low Volatility ETF (FLLV), Fidelity MSCI Health Care Index ETF (FHLC), JPMorgan Diversified Return International Equity ETF (JPIN), JPMorgan US Minimum Volatility ETF (JMIN) and Vanguard S&P 500 Growth ETF (VOOG).

ETFG Quant Losers: The ETFs recording the biggest declines in their Quant scores this week were Vident International Equity Fund (VIDI), SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM), USCF SummerHaven SHPEI Index Fund (BUY), Invesco Dynamic Leisure and Entertainment ETF (PEJ), and SPDR S&P Telecom ETF (XTL).

ETFG Weekly Select List - The five most highly rated ETFs per Sector, Geographic Region and Strategy as ranked by the ETFG Quant model.

Following the Trump administration's unveiling of its hospital pricing transparency rule, we’d like to highlight the top ETFs within the health care sector in this week’s Select List. Currently, iShares Global Healthcare ETF (IXJ is our top rated health care ETF, followed by iShares Nasdaq Biotechnology ETF (IBB), VanEck Vectors Biotech ETF (BBH), SPDR S&P Pharmaceuticals ETF (XPH), and Invesco Dynamic Pharmaceuticals ETF (PJP).

Thanks for reading ETF Global Perspectives!

ETFG 21 Day Free Trial:  https://www.etfg.com/signup/quick

_______________________________________________________
Assumptions, opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice.  ETF Global LLC (“ETFG”) and its affiliates and any third-party providers, as well as their directors, officers, shareholders, employees or agents (collectively ETFG Parties) do not guarantee the accuracy, completeness, adequacy or timeliness of any information, including ratings and rankings and are not responsible for errors and omissions or for the results obtained from the use of such information and ETFG Parties shall have no liability for any errors, omissions, or interruptions therein, regardless of the cause, or for the results obtained from the use of such information. ETFG PARTIES DISCLAIM ANY AND ALL EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO ANY WARRANTIES OF MERCHANTABILITY, SUITABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE.  In no event shall ETFG Parties be liable to any party for any direct, indirect, incidental, exemplary, compensatory, punitive, special or consequential damages, costs, expenses, legal fees, or losses (including, without limitation, lost income or lost profits and opportunity costs) in connection with any use of the information contained in this document even if advised of the possibility of such damages.

ETFG ratings and rankings are statements of opinion as of the date they are expressed and not statements of fact or recommendations to purchase, hold, or sell any securities or to make any investment decisions. ETFG ratings and rankings should not be relied on when making any investment or other business decision.  ETFG’s opinions and analyses do not address the suitability of any security.  ETFG does not act as a fiduciary or an investment advisor.  While ETFG has obtained information from sources they believe to be reliable, ETFG does not perform an audit or undertake any duty of due diligence or independent verification of any information it receives.

This material is not intended as an offer or solicitation for the purchase or sale of any security or other financial instrument. Securities, financial instruments or strategies mentioned herein may not be suitable for all investors.  Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue.  Prices, values, or income from any securities or investments mentioned in this report may fall against the interests of the investor and the investor may get back less than the amount invested.  Where an investment is described as being likely to yield income, please note that the amount of income that the investor will receive from such an investment may fluctuate.  Where an investment or security is denominated in a different currency to the investor's currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income.

Thursday, November 14, 2019

Confirmed Speakers - Fall ETP Forum - Thursday, November 21 at the NYAC

Thursday, November 14, 2019 – The Fall 2019 ETP Forum on Thursday, November 21st at The New York Athletic Club is one week away and has shaped up to be another incredible conference!  We are thrilled to have such a wonderful slate of Speakers, Moderators and Panelists.  Please reach out to your ETF Global representative to inquire about complimentary passes to the event.

Now let’s meet our confirmed list of Speakers:

SAL LICATA, Director of Business Development, ETF Global
JULIAN EMANUEL, Chief Equity and Derivatives Strategist, BTIG
MIKE CASTINO, SVP, Exchange Traded Products, U.S. Bank Global Fund Services
ANDREA ROEMHIDT, Investment Manager, Aware ETFs
PERTH TOLLE, Founder, Life and Liberty Indexes
WILL HERSHEY, Co-Founder & CEO, Round Hill Investments
TONY DUFAULT, Head of ETF Product Development, Pacific Global Asset
JOHN JACOBS, Executive Director, Center for Financial Markets and Policy, Georgetown University
RICHARD KERR, Partner, K&L Gates
LAURA FLORES, Partner, Morgan Lewis
STEVE OH, Head of ETF Listings and Business Development, Nasdaq
TODD CIPPERMAN, Founding Principal, Cipperman Compliance Services
BIBB STRENCH, Partner, Thompson Hine LLP
CONOR PLATT, CEO, Confluence Capital Analytics
LORRAINE WILSON, Director of Investment Products, JUST Capital
HERNANDO CORTINA, Head of Index Strategy, ISS ESG
KARL SNYDER, Chief Market Strategist, VETS Indexes
ADAM BERNSTEIN, ESG/Impact Analyst, Gitterman Wealth Management
NICHOLAS COLAS, Co-Founder, DataTrek Research
MICHAEL VENUTO, Co-Founder & CIO, Toroso Investments
JAMES PACETTI, Director of Marketing, ETF Global
CHRIS HEMPSTEAD, Consultant, ETF Consulting
NANCY DAVIS, Managing Partner & CIO, Quadratic Capital Management
SEAN MEEHAN, Co-Head Municipal Trading, Wall Street Access
LANCE MCGRAY, Portfolio Manager, AAM
GEORGE BOLLENBACHER, Head, Fixed Income Research, Tabb Group
SCOTT SZEVER, Director, Exchange Traded Products, NYSE
JULIAN KLYMOCHKO, Founder and CEO, Accelerate Financial Technologies
LANCE HUMPHREY, Portfolio Manager, Victory Capital
PATRICK SHADDOW, Director of Index Operations, S Network Global Indexes
SEAN O’HARA, Director, Pacer ETFs
JULIE ABBETT, Executive Director and Head of ETF Sales, J.P. Morgan
YANG XU, Partner, UP Fintech, Tiger Brokers
MATTHEW TUTTLE, CEO & CIO, Tuttle Tactical Management
MIKE CRONAN, President of Marketing Services, Exchange Traded Concepts
JOHN THOMPSON, Co-Founder and President, Vesper Capital Management

·       All event information is on the event website at www.etpforum.org

·       Registration is here: http://etpforum.org/etp-forum/registration

We look forward to seeing you and thank you for reading ETF Global Perspectives!

ETFG 21 Day Free Trial:  https://www.etfg.com/signup/quick

_____________________________________________________________
Assumptions, opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice.  ETF Global LLC (“ETFG”) and its affiliates and any third-party providers, as well as their directors, officers, shareholders, employees or agents (collectively ETFG Parties) do not guarantee the accuracy, completeness, adequacy or timeliness of any information, including ratings and rankings and are not responsible for errors and omissions or for the results obtained from the use of such information and ETFG Parties shall have no liability for any errors, omissions, or interruptions therein, regardless of the cause, or for the results obtained from the use of such information. ETFG PARTIES DISCLAIM ANY AND ALL EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO ANY WARRANTIES OF MERCHANTABILITY, SUITABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE.  In no event shall ETFG Parties be liable to any party for any direct, indirect, incidental, exemplary, compensatory, punitive, special or consequential damages, costs, expenses, legal fees, or losses (including, without limitation, lost income or lost profits and opportunity costs) in connection with any use of the information contained in this document even if advised of the possibility of such damages.

ETFG ratings and rankings are statements of opinion as of the date they are expressed and not statements of fact or recommendations to purchase, hold, or sell any securities or to make any investment decisions. ETFG ratings and rankings should not be relied on when making any investment or other business decision.  ETFG’s opinions and analyses do not address the suitability of any security.  ETFG does not act as a fiduciary or an investment advisor.  While ETFG has obtained information from sources they believe to be reliable, ETFG does not perform an audit or undertake any duty of due diligence or independent verification of any information it receives.

This material is not intended as an offer or solicitation for the purchase or sale of any security or other financial instrument. Securities, financial instruments or strategies mentioned herein may not be suitable for all investors.  Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue.  Prices, values, or income from any securities or investments mentioned in this report may fall against the interests of the investor and the investor may get back less than the amount invested.  Where an investment is described as being likely to yield income, please note that the amount of income that the investor will receive from such an investment may fluctuate.  Where an investment or security is denominated in a different currency to the investor's currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor.

Monday, November 11, 2019

Financials Lead a 5th Straight Week of Gains

Monday, November 11, 2019 – Happy Veterans Day to all!  Stocks extended their recent gains last week, finishing higher for the fifth consecutive week. In fact, the Dow Jones Industrial Average joined the S&P 500 and Nasdaq Composite Indexes in setting all-time highs. Recent signs of progress on trade negotiations, along with better-than-expected corporate earnings were the cause of positive investor sentiment. In addition, a sharp increase in longer-term bond yields and third-quarter corporate earnings also drove markets. The third-quarter earnings season is near its end with roughly 90% of S&P 500 companies having reported results.

Financial stocks outperformed as increasing interest rates favored banks’ lending operations. Rising long term bond yields weighed heavily on real estate and utilities shares mostly due to their respective dividend yields became less appealing. As it relates to ETFs, the U.S. listed ETP saw a weekly inflow of approximately $12 billion in assets. The equity market received the lion share of inflow as Invesco QQQ Trust (QQQ), SPDR S&P 500 ETF Trust (SPY) and Vanguard S&P 500 ETF (VOO) saw a net inflow of approximately $1.6 billion, $1.2 billion and $975 million respectively. For a granular break down of net flows, investors can utilize ETF Global Fund Flow Summary.

ETFG Quant Movers – Those ETFs who have had the largest weekly change in their respective, overall ETFG Quant ratings.

ETFG Quant Winners: The top five gainers in ETFG Quant Total Score were Reality Shares Nasdaq NexGen Economy ETF (BLCN), WBI Power Factor High Dividend ETF (WBIY), Vident International Equity Fund (VIDI), Invesco RAFI Strategic Developed ex-US ETF (ISDX) and SPDR S&P Telecom ETF (XTL). Each ETP added approximately 7 points to their overall ETFG Quant score.

ETFG Quant Losers: Honorable mentions in the loser category were Invesco Dynamic Large Cap Value ETF (PWV), SPDR S&P Health Care Services ETF (XHS), WisdomTree Europe Hedged Equity Fund (HEDJ), FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) and First Trust International Equity Opportunities ETF (FPXI). The causes can be traced to behavioral factors dipping slightly impacting the respective ETFG Total Quant scores by approximately 4 points each.

ETFG Weekly Select List - The five most highly rated ETFs per Sector, Geographic Region and Strategy as ranked by the ETFG Quant model.

Considering the sector’s success, we’d like to highlight the top ETFs within the financial sector in this week’s Select List. SPDR S&P Insurance ETF (KIE) held onto the 1st place position followed by Davis Select Financial ETF (DFNL) in 2nd, iShares Evolved U.S. Financials ETF (IEFN) in 3rd and John Hancock Multifactor Financials ETF (JHMF) in 4th place. All preceding the newcomer to the list, Invesco KBW High Dividend Yield Financial ETF (KBWD) came in 5th.

Thanks for reading ETF Global Perspectives!

ETFG 21 Day Free Trial:  https://www.etfg.com/signup/quick

_______________________________________________________
Assumptions, opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice.  ETF Global LLC (“ETFG”) and its affiliates and any third-party providers, as well as their directors, officers, shareholders, employees or agents (collectively ETFG Parties) do not guarantee the accuracy, completeness, adequacy or timeliness of any information, including ratings and rankings and are not responsible for errors and omissions or for the results obtained from the use of such information and ETFG Parties shall have no liability for any errors, omissions, or interruptions therein, regardless of the cause, or for the results obtained from the use of such information. ETFG PARTIES DISCLAIM ANY AND ALL EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO ANY WARRANTIES OF MERCHANTABILITY, SUITABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE.  In no event shall ETFG Parties be liable to any party for any direct, indirect, incidental, exemplary, compensatory, punitive, special or consequential damages, costs, expenses, legal fees, or losses (including, without limitation, lost income or lost profits and opportunity costs) in connection with any use of the information contained in this document even if advised of the possibility of such damages.

ETFG ratings and rankings are statements of opinion as of the date they are expressed and not statements of fact or recommendations to purchase, hold, or sell any securities or to make any investment decisions. ETFG ratings and rankings should not be relied on when making any investment or other business decision.  ETFG’s opinions and analyses do not address the suitability of any security.  ETFG does not act as a fiduciary or an investment advisor.  While ETFG has obtained information from sources they believe to be reliable, ETFG does not perform an audit or undertake any duty of due diligence or independent verification of any information it receives.

This material is not intended as an offer or solicitation for the purchase or sale of any security or other financial instrument. Securities, financial instruments or strategies mentioned herein may not be suitable for all investors.  Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue.  Prices, values, or income from any securities or investments mentioned in this report may fall against the interests of the investor and the investor may get back less than the amount invested.  Where an investment is described as being likely to yield income, please note that the amount of income that the investor will receive from such an investment may fluctuate.  Where an investment or security is denominated in a different currency to the investor's currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income.

Thursday, November 7, 2019

Fall 2019 ETP Forum - Updated List of Speakers

Thursday, November 7, 2019 – Thanks to all who have already registered for the upcoming Fall 2019 ETP Forum on Thursday, November 21, 2019 at the New York Athletic Club.  We look forward to another great event and please reach out to your ETF Global representative to inquire about complimentary passes to attend.

Now, let’s meet our updated list of Speakers:


SAL LICATA, Director of Business Development, ETF Global
JULIAN EMANUEL, Chief Equity and Derivatives Strategist, BTIG
MIKE CASTINO, SVP, Exchange Traded Products, U.S. Bank Global Fund Services
ANDREA ROEMHIDT, Investment Manager, Aware ETFS
PERTH TOLLE, Founder, Life and Liberty Indexes
WILL HERSHEY, Co-Founder & CEO, Round Hill Investments
TONY DUFAULT, Head of ETF Product Development, Pacific Global Asset
JOHN JACOBS, Executive Director, Center for Financial Markets and Policy, Georgetown University
RICHARD KERR, Partner, K&L Gates
LAURA FLORES, Partner, Morgan Lewis
STEVE OH, Head of ETF Listings and Business Development, Nasdaq
TODD CIPPERMAN, Founding Principal, Cipperman Compliance Services
CONOR PLATT, CEO, Confluence Capital Analytics
HERNANDO CORTINA, Head of Index Strategy, ISS ESG
KARL SNYDER, Chief Market Strategist, VETS Indexes
ADAM BERNSTEIN, ESG/Impact Analyst, Gitterman Wealth Management
NICHOLAS COLAS, Co-Founder, DataTrek Research
MICHAEL VENUTO, Co-Founder & CIO, Toroso Investments
JAMES PACETTI, Director of Marketing, ETF Global
CHRIS HEMPSTEAD, Consultant, ETF Consulting
NANCY DAVIS, Managing Partner & CIO, Quadratic Capital Management LLC
SEAN MEEHAN, Co-Head Municipal Trading, Wall Street Access
LANCE MCGRAY, Portfolio Manager, AAM
GEORGE BOLLENBACHER, Head, Fixed Income Research, Tabb Group
SCOTT SZEVER, Director, Exchange Traded Products, NYSE
LANCE HUMPHREY, Portfolio Manager, Victory Capital
PATRICK SHADDOW, Director of Index Operations, S Network Global Indexes
SEAN O’HARA, Director, Pacer ETFs
JULIE ABBETT, Executive Director and Head of ETF Sales, J.P. Morgan
YANG XU, Partner, UP Fintech, Tiger Brokers
MATTHEW TUTTLE, CEO & CIO, Tuttle Tactical Management
MIKE CRONAN, President of Marketing Services, Exchange Traded Concepts
JOHN THOMPSON, Co-Founder and President, Vesper Capital Management

·       All event information is on the event website at www.etpforum.org



·       Registration is here: http://etpforum.org/etp-forum/registration

We look forward to seeing you and thank you for reading ETF Global Perspectives!

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Assumptions, opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice.  ETF Global LLC (“ETFG”) and its affiliates and any third-party providers, as well as their directors, officers, shareholders, employees or agents (collectively ETFG Parties) do not guarantee the accuracy, completeness, adequacy or timeliness of any information, including ratings and rankings and are not responsible for errors and omissions or for the results obtained from the use of such information and ETFG Parties shall have no liability for any errors, omissions, or interruptions therein, regardless of the cause, or for the results obtained from the use of such information. ETFG PARTIES DISCLAIM ANY AND ALL EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO ANY WARRANTIES OF MERCHANTABILITY, SUITABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE.  In no event shall ETFG Parties be liable to any party for any direct, indirect, incidental, exemplary, compensatory, punitive, special or consequential damages, costs, expenses, legal fees, or losses (including, without limitation, lost income or lost profits and opportunity costs) in connection with any use of the information contained in this document even if advised of the possibility of such damages.

ETFG ratings and rankings are statements of opinion as of the date they are expressed and not statements of fact or recommendations to purchase, hold, or sell any securities or to make any investment decisions. ETFG ratings and rankings should not be relied on when making any investment or other business decision.  ETFG’s opinions and analyses do not address the suitability of any security.  ETFG does not act as a fiduciary or an investment advisor.  While ETFG has obtained information from sources they believe to be reliable, ETFG does not perform an audit or undertake any duty of due diligence or independent verification of any information it receives.

This material is not intended as an offer or solicitation for the purchase or sale of any security or other financial instrument. Securities, financial instruments or strategies mentioned herein may not be suitable for all investors.  Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue.  Prices, values, or income from any securities or investments mentioned in this report may fall against the interests of the investor and the investor may get back less than the amount invested.  Where an investment is described as being likely to yield income, please note that the amount of income that the investor will receive from such an investment may fluctuate.  Where an investment or security is denominated in a different currency to the investor's currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor