quantitative research

ETFs combining Wealth Preservation and Equity Participation Objectives

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Two months ago, I noted that ValuEngine models were predicting a down market for 2022 and wrote a column on redeployment of core assets for investors with short-to-medium equity time horizons.  The question for investors concerned with a downturn is what to do and if reallocation from assets committed to core equity is required, how … Read more

ETFs for Redeploying Core Equity Allocations in 2022

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Happy New Year!   My previous column focused on the ValuEngine forecast targets for 6 Benchmark Index ETFs.  To varying degrees, our models expect all of them to post negative price returns.  The question for investors concerned with a downturn is what to do and, if reallocation from assets committed to core equity is required, how … Read more