Read and review commentaries written by Morningstar experts. These observations and insights are specific to Exchange Traded Funds.
Stocks and Bonds Lock in July Gains, but ETF Investors Play It Safe
by Ryan Jackson | 2022-08-02 04:00:00
July brought relief after stock and bond markets endured a difficult first half of the year. The Morningstar Global Markets Index, a broad benchmark of global equities, advanced 7.03%, its best month since November 2020. While the same economic factors that wreaked havoc in the first half of the year continued to cast uncertainty on the future, better-than-expected corporate earnings drove most stocks ahead. Bonds also rallied. The Morningstar U.S. Core Bond Index climbed 2.41% in its best month since August 2019.The turnaround in performance did not spark enormous flows. Investors plowed $41.8 billion into U.S. exchange-traded funds in July, a smaller amount than the $48.7 billion average over the first six months of the year. Fixed-income funds’ $27.7 billion inflow led the way in July, while stock ETFs hauled in a modest $1… Full Story
Fixed-Income Funds Headline Positive ETF Flows in May
by Ryan Jackson | 2022-06-03 04:00:00
After their first month of outflows since 2018 in April, U.S. exchange-traded funds rebounded with $66.6 billion of inflows in May. Stock ETFs course-corrected, adding $32.6 billion of new money. But it was fixed-income funds that led the way. The $33.4 billion they collected last month exceeded their haul over the previous four months combined. The Morningstar Global Markets Index, a broad gauge of global equities, scratched out a 0.03% gain across a turbulent May. The benchmark slid 4.62% over the first three weeks of the month before rallying just above zero to close out the month. It was a smoother run for the Morningstar U.S. Core Bond Index, a portfolio of U.S. government bonds and investment-grade corporate debt, whose 0.53% return snapped a streak of five consecutive months of losses. The index is still down 8.97% for th… Full Story
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ETFs: Commentary
Commentary
Read and review commentaries written by Morningstar experts. These observations and insights are specific to Exchange Traded Funds.
Stocks and Bonds Lock in July Gains, but ETF Investors Play It Safe
Fixed-Income Funds Headline Positive ETF Flows in May
Stocks and Bonds Lock in July Gains, but ETF Investors Play It Safe
Fixed-Income Funds Headline Positive ETF Flows in May
Turbulent Markets Spark ETF Outflows in April
Beyond Bitcoin: A Banner Year for New ETFs
Sell Underperforming Funds With Large Personal Unrealized Capital Gains?
ETF Alternatives to Money Funds
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