PDF James Bianco Fixed Income ETFs - Opportunities and Challenges
[Pages:35]James Bianco
Fixed Income ETFs Opportunities and Challenges
Toronto CFA Presentation Package March 4, 2019
? ETF assets = $3.8 trillion, 80% are equity ETFs ? The two largest each account for roughly one-third of inflows ? 23% of bond fund flows since June 2010 have gone into the five largest bond
ETFs ? Who buys ETFs? Wealth managers ? The 60/40 portfolio is the driving allocation in ETF land ? The ETF war is driven by wealth managers ? The stock/bond relationship has become more unstable ? High yield ETFs continue to be used as a hedging vehicle
March 4, 2019
Bianco Research L.L.C
2
March 4, 2019
Bianco Research L.L.C
3
March 4, 2019
Bianco Research L.L.C
4
March 4, 2019
Bianco Research L.L.C
5
March 4, 2019
Bianco Research L.L.C
6
March 4, 2019
Bianco Research L.L.C
7
88% of RIA's listed ETFs as the most popular financial instrument they would recommend to their clients. Since they have 36 million clients in an asset allocated portfolio, the next chart should come as no surprise. It shows ownership in the ETF market.
A 2017 Deutsche Bank study found half of all ETFs were owned by accounts directed by investment advisers (blue) or private banking/wealth managers (orange). 41% of ETFs are owned by individuals directly (brown).
March 4, 2019
Bianco Research L.L.C
8
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related download
- pdf extended hours trading session rules
- pdf robin hood case analysis pennsylvania state university
- pdf playing for zero anthony effinger
- pdf brokerage dividend reinvestment
- pdf investor bulletin trading basics
- pdf commission free fund examples
- pdf a new way to make money
- pdf james bianco fixed income etfs opportunities and challenges
- pdf get free stocks for referring your friends to robinhood app
- pdf transfer your account to schwab
Related searches
- what is a fixed income annuity
- best income etfs for retirees
- immediate fixed income annuity rates
- best fixed income investments 2019
- vanguard fixed income mutual funds
- vanguard fixed income securities
- best retirement income etfs for retirees
- fixed income closed end funds
- fixed income rentals for seniors
- vanguard fixed income etf
- best fidelity fixed income funds
- vanguard fixed income investments