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CPI

WisdomTree, the New York City-based ETF issuer best known for its lineup of dividend focused funds, revealed continued expansion beyond this space with a filing for a new ETF. The proposed fund seeks to offer investors a real rate of return over inflation regardless of market conditions. This will potentially be accomplished by investing in a variety of different instruments that are heavily influenced by inflation rates such as interest rates, inflation-linked bonds, and commodities. Although details regarding the fund’s expense ratio and ticker symbol were unavailable at this time, we have highlighted some of the key points regarding this actively managed fund’s methodology below. [click to continue…]

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After announcing the acquisition of Reno-based U.S. One last month, Russell has wasted little time utilizing its new-found flexibility to beef up its already hefty product pipeline. U.S. One Trust recently disclosed plans to the SEC for three new Russell ETFs, each of which would be structured as a fund-of-funds. The proposed ETFs include: [click to continue…]

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It’s baaaaaaaack. After a brief hiatus that saw investors rushing to determine the best ways to battle deflation, inflationary concerns have begun to surface again. The cause of the latest bout of inflationary anxiety is of course the QE2 program recently announced by the Federal Reserve that calls for the purchase of hundreds of billions […]

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In recent months one of the most impressive performances from the commodity ETF space has come from one of the latest additions to the lineup. Since hitting the market in early June, the Teucrium Corn Fund (CORN) has gained more than 30%, riding an unexpected rally in one of the world’s most important agricultural commodities.

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As the ETF industry has expanded at a breakneck pace in recent years, keeping track of all the products out there has become no easy task. There are now well more than 1,000 exchange-traded products included in the ETF Screener, and many of those have hit the market in the last two to three years.

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ETF Ideas For Deflation Defense

by on August 9, 2010 | Updated August 10, 2010

First, the good news: all those fears about runaway inflation following from the massive injections of capital into financial markets appear to have been overblown. Now for the bad news: the alternative may be much worse. For months wary investors have been eagerly watching CPI reports, fearful of the release indicating that price increases are […]

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Traditionally, investors have sought to smooth out the volatility of equity portfolios through the addition of fixed income securities. But in the current liquidity-fueled environment, the relationship between stocks and bonds has strengthened considerably. Since the beginning to 2009, the correlation between the S&P 500 SPDR (SPY) and the broad-based Barclays Capital Aggregate Bond Fund […]

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Adam Patti is the Chief Executive Officer and Founder of IndexIQ, a New York-based ETF issuer behind several of the most innovative ETF products to hit the market in recent years. He recently took time out of his busy schedule to discuss commodity investing, ETF options for protecting against inflation, and replicating hedge fund-like returns […]

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So much for a long, happy recovery. As soon as the last of those warning of a “double dip” had been laughed out of the room, a string of negative developments have sent global equity markets plunging. With Europe on the brink of a sovereign debt crisis, disappointing data releases in the U.S, and oil […]

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TIP: Silver Bullet Or Steel Trap?

by on March 16, 2010 | Updated March 17, 2010

Earlier this month, InvestmentNews released a list of the ten ETFs financial advisors researched the most in 2009. The list, which was based on information provided by Morningstar, included several traditional inflation hedges, such as the SPDR Gold Trust (GLD) and iShares COMEX Gold Trust (IAU), as well as the broad-based PowerShares DB Commodity Fund […]

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Last year saw more than 100 new product launches, ranging from plain vanilla equity and bond funds to ETFs offering exposure to exotic new investment strategies and asset classes previously available only to a limited slice of the investing community. The innovation that has made ETFs a popular alternative to mutual funds seems ready to […]

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What’s In A Name: A Look Inside ETF Tickers

by on February 3, 2010 | Updated June 12, 2014

Whenever a company prepares for a public offering, executives have been known to spend an inordinate amount of time choosing the combination of letters that will serve as the company’s ticker and often nickname within the investment community. To many, the fixation on selecting the perfect ticker seems like an irrational obsession on par with […]

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