Latest Articles

Imminent ETF Shakeup | 15 May 2020

“It’s just the big trying to get even bigger.” Financial giants reared on their hind legs this week in an attempt to position for a shakeup by influencing the reclassification of the risk categories for the ETF...

Screen showing volatile market action

Week in Review | 26 April 2020

Dispersion This week marked a clear shift into the next phase of the COVID Crisis.  Reduced global demand for oil dropped oil prices negative and broke risk models across Wall Street. Upcoming earnings...

Market Volatility

Gaining Clarity | 3 April 2020

How are you helping clients understand and build resilience to risk ? The Federal Reserve continues to be a beacon of stability to support the global markets and provide needed liquidity whenever possible. American...

Portformer Logo

Tactical Alert: FED will buy Bond ETFs

Time to switch into $VCIT from $BIMSX? See 40 other examples below We look at which Corporate Bond ETFs are not only trading at a discount to NAV but also have underperformed their Mutual Fund alternatives. We highlight...