By the Numbers: Targeted ETFs
George Moriarty, chief content officer at InvestmentNews, reports on a new ETF provider, Emles Advisors, that is rolling out exchange-traded funds that take a targeted approach.
By the Numbers: Financial literacy
A survey shows interest in investing increased this year, reports George Moriarty, chief content officer at InvestmentNews, but he notes that another survey confirmed that many don’t understand financial topics, which can result in bad choices.
By the Numbers: Breaking the 40% rule
George Moriarty, chief content officer at InvestmentNews, says fiscal stimulus efforts pose a challenge to fixed-income investments and call into question the rule that fixed income should make up 40% of a portfolio.
By the Numbers: Annuities in 401(k) plans
George Moriarty, chief content officer at InvestmentNews, says that while 401(k) plan sponsors were interested in adding annuities to plans earlier this year, the pandemic has pushed the issue far down their list of priorities.
By the Numbers: Zero percent COLA?
George Moriarty, chief content officer for InvestmentNews, says retirees are likely to see a bigger cost-of-living adjustment to their Social Security benefits in 2021 than seemed likely a few months ago.
By the Numbers: New ESG ratings index
George Moriarty, chief content officer at InvestmentNews, talks about ESG Clarity’s new Responsible Ratings Index, which shows a variety of ratings on sustainable funds and calculates a combined score for each fund.
By the Numbers: ETFs and cash
George Moriarty, chief content officer at InvestmentNews, looks at the vast amount of money investors have been pulling out of cash holdings in recent months and why that is happening.
By the Numbers: Annuity sales slide
George Moriarty, chief content officer at InvestmentNews, looks at how different types of annuities have performed so far this year
By the Numbers: ETF opportunities
George Moriarty, chief content officer at InvestmentNews, talks about three ETF investment strategies that could outperform in the post-pandemic economy.
By the Numbers: ESG performance
George Moriarty, chief content officer at InvestmentNews, discusses a study that shows mutual funds and ETFs using environmental, social and governance criteria outperformed the broader market during the pandemic.
