Mutual Funds and ETFs Scorecard: March 30 Edition
Growth stocks and developing markets have made a comeback over the past two weeks.
Growth stocks and developing markets have made a comeback over the past two weeks.
Growth stocks and developing markets have made a comeback over the past two weeks.
Gold has again outperformed over the past fortnight as investors flew to safety following Russia’s invasion of Ukraine.
Gold has again outperformed over the past fortnight as investors flew to safety following Russia’s invasion of Ukraine.
Commodities have become increasingly popular given rising interest rates and geopolitical tension.
Commodities have become increasingly popular given rising interest rates and geopolitical tension.
Gold has outperformed all other assets over the past fortnight, as investors weighed the implications for the global economy of Russia’s invasion into Ukraine and sought safe havens.
Gold has outperformed all other assets over the past fortnight, as investors weighed the implications for the global economy of Russia’s invasion into Ukraine and sought safe havens.
Conservative allocation funds have become increasingly popular given rising geopolitical and inflationary risks.
Conservative allocation funds have become increasingly popular given rising geopolitical and inflationary risks.
The oil and gas sector has been the best performing over the past fortnight, while semiconductor stocks have been hammered.
The oil and gas sector has been the best performing over the past fortnight, while semiconductor stocks have been hammered.
Target date retirement funds are an excellent way for investors to save for retirement without managing a vast portfolio.
Target date retirement funds are an excellent way for investors to save for retirement without managing a vast portfolio.
Oil & gas companies continued to outperform others over the last 30 days.
Oil & gas companies continued to outperform others over the last 30 days.
Despite the outperformance, micro-cap stocks continue to trade at more reasonable valuations than their larger counterparts.
Despite the outperformance, micro-cap stocks continue to trade at more reasonable valuations than their larger counterparts.
The energy sector had a strong start to the year, outperforming other sectors.
The energy sector had a strong start to the year, outperforming other sectors.
Floating-rate bonds are an excellent way to reduce interest rate sensitivity while preserving income generation
Floating-rate bonds are an excellent way to reduce interest rate sensitivity while preserving income generation
Healthcare, utilities and crude oil focussed funds were the star performers during the last 30 days.
Healthcare, utilities and crude oil focussed funds were the star performers during the last 30 days.
Real estate-focused funds have recorded solid gains. Meanwhile, utility and health care sectors have been great performers as investors flee to safety.
Real estate-focused funds have recorded solid gains. Meanwhile, utility and health care sectors have been great performers as investors flee to safety.
Muni bonds tend to do well in high-tax states, like California and New York, where wealthy investors use them to increase their after-tax income
Muni bonds tend to do well in high-tax states, like California and New York, where wealthy investors use them to increase their after-tax income
Large cap equities had a solid run over the last 30 days.
Large cap equities had a solid run over the last 30 days.
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