As Markets Tumble, Can This New ETF Following Ray Dalio's All Weather Strategy Help Investors Weather the Storm?
Ray Dalio is a legend in the investing world. He founded Bridgewater Associates in 1975, one of the largest traditional hedge funds, managing close to $172 billion in assets.
SSGA's Anna Paglia Emphasizes Innovation Theme
Anna Paglia joined State Street Global Advisors almost 18 months ago as executive vice president and chief business officer.
There's Always A Bull Market Somewhere: U.S. ETF Launches Notch A Record
Through the middle of last week - still with a handful of days left in the quarter - 208 new U.S. ETFs were launched in Q1. According to a March Brown Brothers Harriman survey, 95% of investors plan to increase their ETF allocations in the next 12 months. It would not be surprising to see new twists on ESG - climate change, equality, and the state of corporate leadership are issues that could be top of mind going forward.
Compelling Content at Exchange Conference
A week has passed since the Exchange conference kicked off. More than 1,500 people joined VettaFi on site in Las Vegas for education, networking and more.
ALLW: Expensive For An Old Hat Strategy
The ALLW ETF provides retail investors access to Bridgewater's "All Weather" strategy, but significant leverage and high costs are notable drawbacks. The strategy's past success was largely due to a multi-decade bull market in bonds, which is unlikely to repeat. Elevated costs, including an 85 bps expense ratio and indirect fees, make the ETF expensive.
