ETF Prime

Nate & Jason provide historical context around presidential elections and stock market reactions over the short and long-term.  Tushar Yadava, Investment Strategist at iShares, offers perspective on potential investment implications of the upcoming election and spotlights the iShares Edge MSCI Min Vol USA ETF (USMV).

The game-changing DOL fiduciary rule has led to a prediction of ETF assets reaching $10 trillion by 2020. While the shift towards ETFs has been well underway for years, Nate & Conor discuss how an intensifying focus on investment costs will further impact both fund companies and investors. Rob Bush, ETF Strategist with Deutsche Asset Management, explains multi-factor investing and spotlights the Deutsche X-Trackers Russell 1000 Comprehensive Factor ETF (DEUS).

With iShares and Charles Schwab recently cutting fees on several key ETFs, Nate & Jason explain why the Department of Labor’s fiduciary rule is accelerating an ETF price war.  Eric Ervin, President & CEO of Reality Shares, explains the concept of dividend growth investing and spotlights the Reality Shares DIVS ETF (DIVY).

ETFs have come a long way since we first began broadcasting The ETF Store Show five years ago.  Nate & Conor take a stroll down memory lane and also look ahead to what’s in store for the show during the fourth quarter.  Bryce Doty, Senior Portfolio Manager at Sit Investment Associates, spotlights the Sit Rising Rate ETF (RISE) and offers some thoughts on the current interest rate environment.

A surprising number of mutual fund managers do not invest a single dollar in the funds they manage.  Nate & Jason explain how this lack of “skin in the game” can impact performance.  Also, Northern Trust’s Marie Dzanis offers her perspective on “smart beta” and spotlights two recently launched FlexShares ETFs tilted towards companies scoring high in environmental, social, and governance (ESG) factors.

Nate & Conor share their favorite investing quotes of all-time, explaining how each can make you a more successful investor.  Also, Mike LaBella, Portfolio Manager at QS Investors, spotlights Legg Mason’s Low Volatility High Dividend ETFs.

Nate & Conor offer key takeaways from Morningstar’s annual ETF conference, where smart beta ETFs stole the show.  Sal Bruno, Chief Investment Officer at IndexIQ, discusses a smart beta approach to bonds and spotlights the IQ Enhanced Core Bond U.S. ETF (AGGE) & IQ Enhanced Core Plus Bond U.S. ETF (AGGP).

We replay some of our favorite guest interviews from this past summer including PowerShares’ Tom Boccellari on generating portfolio income, Morningstar’s Ben Johnson discussing sustainable investing, and PureFunds’ Andrew Chanin spotlighting two unique ETFs.

Juan Carlos Artigas, Director of Investment Research at the World Gold Council, discusses some of the key drivers behind gold’s surge this year and explains how physically-backed gold ETFs are structured.  Nate & Conor also spotlight the world’s largest gold ETF, the SPDR Gold Shares (GLD).

“Smart beta” ETFs have been one of the fastest growing segments of the overall ETF universe.  Nate & Conor explain why traditional active mutual fund companies are launching, and investors are gravitating to, these ETFs.  Also, Mike LaBella, Portfolio Manager at QS Investors, offers his views on the shortcomings of market cap weighting and spotlights the Legg Mason lineup of Diversified Core ETFs.