Q1 2024 Active Management Review: Momentum And Growth Factors Outperform

Home Market Outlook Today's Market Q1 2024 Active Management Review: Momentum And Growth Factors Outperform. Another strong quarter in markets led to another stellar performance for the Momentum and Growth factors. The Momentum factor was the standout performer across all regions. Low Volatility was the worst performing factor in the quarter.

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5 Defensive Investment ETF Strategies for Your Portfolio

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Goldman Sachs Unveils “New Investment Era” 

Goldman Sachs has announced the beginning of a “New Investment Era” The investment bank believes investors can achieve diversification by looking beyond traditional stocks and bonds. Goldman Sachs says the TINA era may be taking a hiatus as investors look for alternatives to the stock market. The bank says investors can now look at alternative asset classes like infrastructure and real estate.

Infrastructure Investing: Both Too Much And Too Little

Infra is something that should stay on investors’ radars, especially as rates reduce. Infrastructure assets tend to come with a lot of debt attached and are vulnerable to the rising rate environment since 2022. Infrastructure has become more accessible over time. Despite this, there remains a major financing shortfall for sustainable infrastructure.

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PAVE: Infrastructure Stocks Pave The Way To New Market Highs

ETF Themes That Dominated in Q1 2023

Oppenheimer: S&P 500 top might not come until 2025; spotlights infrastructure stocks

Oppenheimer: S&P 500 top might not come until 2025; spotlights infrastructure stocks. Oppenheimer argued that the S&p 500 is poised for a move higher. The firm also pointed to the Global X U.S. Infrastructure Development ETF as a buying opportunity.

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Is iShares U.S. Infrastructure ETF (IFRA) a Strong ETF Right Now?

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PAVE: Large Inflows Detected at ETF

Should You Invest in the iShares U.S. Infrastructure ETF (IFRA)?

The Lure Of Infrastructure

More global asset managers are aiming to diversify their offerings and boost scale in this growing asset class. Since 2020, the industry has seen several majority- or minority acquisitions of infrastructure general partners each year. Overall optimism within infrastructure private markets continues to swell, says Neuberger Berman.

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Should You Invest in the Global X U.S. Infrastructure Development ETF (PAVE)?

Should You Invest in the First Trust NASDAQ Clean Edge Smart Grid Infrastructure ETF (GRID)?