Mercer Advisors’ Post

Last year saw the closure of 224 ETFs—the second most in history behind only 2020. This is notable for a couple of reasons. First, it's a reminder that ETFs are not impervious to attrition, highlighting the importance of evaluating portfolios based on the underlying investment approach and how it aligns with an investor's long-term goals. And ETFs catering to flavor-of-the-month themes are less likely to stand the test of time.

Chuck Fuller, CFA, CMT, Portfolio Manager at Nasdaq Dorsey Wright, was recently asked his thoughts about the argument against passive exposure when it comes to international investing. See his comments below: "It’s a big world out there. When you buy passive exposure in international you’re buying the largest foreign markets in the world (think Japan, UK, China, France, and Canada). Alone, those five countries account for nearly 50% of the MSCI All-Country World ex-US Index (a common international benchmark). You would think the concentration would be less extreme in an Emerging Markets fund, but ... the top five countries (China, Taiwan, India, South Korea, and Brazil) account for nearly 80% of their weight! While passive benchmarks can’t buy large weights in these countries, a relative strength strategy like ours can. Argentina is a great example. The MSCI All-Country World ex-US Index owns no stocks in Argentina even though the country’s market is up a lot this year. Our strategy, on the other hand, has over 15% weighting there as it has shown consistent performance since last fall." See the AdvisorShares Dorsey Wright ADR ETF ($AADR) for more information: https://lnkd.in/geyjNfx

INVESTING MUST READS: Observers tend to focus a lot on ETF launches, but Morningstar analyzed more than 200 ETFs that closed in 2023. A higher interest rate environment made things tough for private equity in 2023 and that could continue this year, reports Bloomberg Businessweek. Check out WealthManagement.com editorial team's selection of articles for wealth advisors. http://spr.ly/6045RWqIS

As highlighted by Eric Balchunas >>> The Reshoring ETF $RSHO is quietly nursing a 9-week flow streak (after being ignored since birth) which boosted its assets under management 7x this year. The American Industrial Renaissance ($AIRR) 3ETF also saw AuM jump by $800m YTD. BlackRock noticed this and launched iShares US Manufacturing ETF $MADE. All these ETFS are exposed to Trump Trade 2.0 but this theme spans beyond politics. Source: Bloomberg, Eric Balchunas

Successful investing in U.S. equity markets through ETFs requires more than passive participation. Join us as our experts discuss two key actively managed U.S. growth and value ETF strategies designed to help capture the best opportunities in 2024.

🌍💸 Investing in a global ETF: A Beginner’s Guide 📈 The FTSE All-World Index is a global equity index that includes over 4,000 stocks from all over the world, representing approximately 90% of the investable market capitalisation A large portion of the investments are made in USA (63%), Japan (6%), UK (3%), China (3%), while balance 25% is spread across other nations Why is it great for beginners? 📌 Simplicity: Investing in an index fund that tracks the FTSE All-Share is straightforward and doesn’t require extensive market knowledge 📌 Diversification: Beginners benefit from the built-in diversification, which helps mitigate risk 📌Cost-Effective: Lower fees mean more of your money is working for you, which is particularly beneficial for those just starting out It has generated healthy double digit returns in the past: - 5 years: 11% - 10 years: 8% - 20 years: 8% You can invest in these indices through various ETFs offered by leading ETF providers like Vanguard, Blackrock, JP Morgan, Invesco and others. Make sure to compare their costs and go for the lowest cost ones Do follow me @oneshadewiser to start your investing journey! #stockinvesting #personalfinance #financialeducation #stockmarketeducation #retireearly #firecommunity #wealthbuilding #financialindependence #financialliteracy #financialfreedom #financialplanning #investingforbeginners

Successful investing in U.S. equity markets through ETFs requires more than passive participation. Join us as our experts discuss two key actively managed U.S. growth and value ETF strategies designed to help capture the best opportunities in 2024.

Successful investing in U.S. equity markets through ETFs requires more than passive participation. Join us as our experts discuss two key actively managed U.S. growth and value ETF strategies designed to help capture the best opportunities in 2024.

Successful investing in U.S. equity markets through ETFs requires more than passive participation. Join us as our experts discuss two key actively managed U.S. growth and value ETF strategies designed to help capture the best opportunities in 2024.

Successful investing in U.S. equity markets through ETFs requires more than passive participation. Join us as our experts discuss two key actively managed U.S. growth and value ETF strategies designed to help capture the best opportunities in 2024.