Actionable ETF Investment Ideas: September 2011
The volatility in August caught many investors by surprise, as a turbulent month brought regular triple digit swings in the Dow and uncertainty over the ability of the U.S. economy to steer clear of another recession.
The impressive rally to close out the month–equity markets climbed close to 5% in the final four days of August–only added to the confusion. The optimists cheered the rally as a correction of an overly-aggressive sell off, while the bears are beginning to prepare for a “dead cat bounce.” Despite the confusion, we see a number of compelling investment opportunities in the current environment, from a strategic way to play the bond market to an often overlooked choice in equities.
Against this backdrop, we outline four actionable ETF ideas we believe are poised for outperformance over the next 30 days to 90 days, including an appealing corner of the U.S. energy market, and a couple interesting takes on bonds:
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