Inflation Expectations – Nov 2021
The most up-to-date data and expectations around inflation, including an overview of rates, commodity indexes, the 4 Inflation Headwinds, and more. Download the Report
Inflation Expectations – Nov 2021 Read More »
The most up-to-date data and expectations around inflation, including an overview of rates, commodity indexes, the 4 Inflation Headwinds, and more. Download the Report
Inflation Expectations – Nov 2021 Read More »
S&P DJI: Harnessing Disruptive Innovation with Indices Watch: “Making Innovation Accessible” with Kim Arthur In this presentation from S&P DJI, explore strategies and practices for identifying, selecting, and delivering innovation and disruptive technologies with Main Management’s Kim D. Arthur, IDX’s Ben McMillan, Kensington Asset Management’s Bruce P. DeLaurentis, and 3D/L Capital Management’s Benjamin M. Lavine.
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TD TV – Financial Sector Up 29% This Year All Covid restrictions to be lifted for banks that pass and prospects of dividend/buybacks in 3Q21, says Kim Arthur of Main Management. U.S. loan growth -4% year-over-year, but with 7% GDP estimated this year and 4% GDP estimated for 2022. The financial sector prior to this
Kim Arthur on TD TV Read More »
Main’s Thematic Strategy, ETF Trends Strategist Channel Article “Kim Arthur, Chief Executive Officer & Chief Investment Officer, Main Management, LLC, also underscored the importance of mid- and small-sized companies to help investors capture enhanced growth opportunities. While recent years have seen mid caps underperform large caps, mid caps have outperformed by 184 basis points annualized
A Dynamic ETF Strategy to Keep Up with the Changing Times Read More »
Main’s Active Strategy – NASDAQ Article “Sector rotation is a well-respected and widely employed theory of stock market activity. A sector rotation investment strategy entails “rotating” or shifting from sector to sector as the economy moves through the different phases of the business cycle. This typically involves a top-down analysis that includes monetary policy, interest rates, commodity
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The most up-to-date data and expectations around inflation, including an overview of rates, commodity indexes, the 4 potential plays for inflation, and more. Download the Report
Inflation Expectations – Mar 2021 Read More »
ETF Edge CNBC’s Bob Pisani talks timing the market with Main Management’s Kim Arthur, Dimensional Fund Advisors’ Wes Crill and ETF Trends’ Dave Nadig. Watch: Kim Arthur on CNBC ETF Edge
Kim Arthur on CNBC ETF Edge with Bob Pisani Read More »
Main’s Thematic Strategy – NASDAQ Article “Advisors and investors are starting to look more critically at market indices. Especially in relation to the challenges of navigating today’s new investing environment driven by uncertainty, complexity, and hovering at record high market levels. This allows them to go beyond just relying on past performance, static asset allocation
Designing an ETF for Innovation Read More »
Main’s Thematic Strategy, ETF.com Article “Main Management is, at its core, a firm driven by fundamental investment principles and seeks out growth at a reasonable price across its strategies, according to Director of Research Alex Varner. He notes that the strategy underlying the ETF has been available through Main Management via a separately managed account
Thematic ETF-of-ETFs Launches Read More »
TD TV – Kim Arthur on Main Management Launching Thematic Innovation ETF Kim Arthur weighs in on how to balance a portfolio by examining risk versus reward scenarios. He also says that “international stocks are under owned right now”, especially since China is a big growth area. Watch: Kim Arthur on TD TV
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