The Quarter in Review The new year started with an up-day as January opened, and except for the quick stumble that followed, most major stock benchmarks barely looked back. First quarter gains were 10.6% for the S&P 500 (with dividends), 11.3% for the Dow Jones Industrial Average, 8.2% for the Nasdaq Composite, and 12.0% for [...]
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The Quarter in Review U.S. markets turned in a mixed performance for the final quarter of the year. The Russell 2000 managed a 1.4% gain for the quarter. The S&P 500 Total Return posted a -0.4% return, the Nasdaq snipped -3.1% off its annual gain, and the Dow Jones Industrial Average shed -2.4%. They all [...]
The Quarter in Review The 3rd quarter of 2012 turned in a very solid performance among U.S. markets. The S&P 500 Total Return posted a +6.4% return, and the Nasdaq wasn’t far behind with a +6.2% gain. The Russell 2000 and Dow Jones Industrial Average trailed behind by a couple percentage points at 4.9% and [...]
Capital Cities Asset Management’s Ron Rowland is a professional expert in demand. Recently, three international financial sites leveraged Ron and his opinions to make sense of the ETF world and the latest on Ben Bernanke and the Federal Reserve. Sound investment analysis knows no borders.
As Wall Street starts to follow the money, actively managed ETFs have started to pop up to woo investors. Are actively managed ETFs finding their footing in this marketplace? Do actively managed ETFs offer benefits to investors? TheStreet.com gets Ron Rowland’s help when covering this issue and the writer has some bold opinions.
A flood of closures by FocusShares, Direxion, and Russell Investments have led to a sizeable amount of scrutiny on the industry and some of its potholes. What is one to make of all these closures? A recent article by Jeff Schlegel from Financial Advisor magazine gets CCAM’s Ron Rowland take on this phenomenon and what to think of it.
Herb Greenberg at CNBC highlighted ETF Deathwatch in his blog Wednesday, August 15th, and invited Ron as a guest contributor on the show, Street Signs, to talk about the subject of dying ETFs and their future impact to investors. Below is a video link for those that may have missed it or if you want to watch it again.
ETF closures and their effect on investors has become a hot topic the past several weeks. Major closure announcements from Direxion, the discontinuing of the FocusShares line of ETFs , and Russell Investments “strategic review” of their ETF line have drawn huge headlines. Reuters and CCAM team up to review.
Investors Business Daily’s Trang Ho covers the specifics of the closure and profiles how to keep apprised of funds that are unhealthy options through our own ETF Deathwatch. Ron Rowland, CCAM’s Chief Investment Officer, has been keeping this list for years and it remains one of the best references for those who invest in ETFs.
DENT, issued by AdvisorShares, will be closing its doors on Wednesday, August 8th after difficult performance throughout its near 3 year run. Investor’s Business Daily’s Trang Ho and CCAM’s Ron Rowland discuss its demise.
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