The November issue of ETF Edge, the monthly ETF Newsletter, is now available to ETFdb Pro subscribers. This month’s issue takes a look at a busy month in the ETF industry, including some of the most interesting new product launches and dramatic changes in the competitive environment. We also make a case for our actionable investment ideas for the fourth quarter of the year, and explain why one of last month’s picks gained 20% in September. Highlights include:
- Heard On The Street: In an expanded version of this section, we take a look at all the big stories in the ETF industry over the last month, including regulatory insights, and a focus on some of the more complex products to hit the market recently.
- Actionable ETF Investment Ideas: This month’s actionable investment ideas include a play on a contangoed commodity, a fund yielding more than 8%, and a long/short idea.
- ETFdb Portfolios: Two of our ETF experts lay out their all-ETF model portfolios, explaining their methodology for allocating assets in the current environment.
- Coming and Going: October couldn’t match the impressive pace of September, but still saw a number of new product launches. Many of the new ETFs to hit the market last month have already been quite successful with investors, drawing in significant cash flows and serving as a powerful argument against the idea of an issuance “bubble.”
- ETF Spotlight: In this segment, we highlight an ETF that is flying under the radars of most investors, but that may present an intriguing investment option in the current environment. The November edition examines a sector-specific China fund that has been red hot recently–and could remain so.
- ETF Scorecard: In a new addition to Edge, we examine the monthly and year-to-date performance of U.S. and international equity markets. In addition to segmenting by market cap, we take a look at how various weighting methodologies stack up–with some very surprising results.
- Sector & Region Outlook: This snapshot of global investment opportunities continues to show impressive flexibility, once again changing significantly from the previous month. The November grid features some separation between various sector-specific and region-specific funds.
- Inside The ETFdb 60 Index: We take a look at the biggest gainers and losers in our all-ETF index for the month of October, taking a closer look at some of the drivers for each.
- Now Is The Season To: Some investors have elected to steer clear of exchange-traded notes. But for those seeking commodity exposure, an ETN may be the way to go.