FINSUM
Global X Brings Thematic Expertise to Models
(New York)
Advisors likely know Global X as a leader in thematic investing—heck they practically invented the space! Well the know-how and expertise you know and love from their ETFs is available as part of a suite of model portfolios at Orion. In partnership with Orion Portfolio Solutions, Global has launched both an Equity Thematic Disruptors ETF Model Portfolio and five Core Series Models tailored to specific risk appetites. In Global X’s own words, the Equity Thematic Disruptors ETF Model Portfolio “Targets structural and long-term trends that transcend traditional sector investing and provides investors with access to potential growth opportunities”.
FINSUM: Exciting to see Global X bringing its edge to the model world. The Disruptors model seems like a one-stop shop to access cross-sector innovation.
The ESG Stocks with the Best Returns
(New York)
ESG is a very notable area right now that has been gathering considerable assets. Client demand for such products is high in certain demographics. That said, some reports show that ESG stocks do not perform as well as their conventional peers. With that in mind, here are some of the best ESG stocks that looked primed to do well (and most of them won’t even be recognizable as ESG). The stocks are: Home Depot (HD), PayPal (PYPL), GlaxoSmithKiline (GSK), Equinor (EQNR), Churchill Capital Corp IV (CCIV), Microsoft (MSFT), Unilever (UL).
FINSUM: We love Home Depot here. The fundamentals look good –Millennials, which are the largest generation ever in the US, are entering prime home-buying years—and Home Depot is a leader in social responsibility, with diverse hiring practices.
How Biden’s New Inheritance Tax Will Crush Business Owners
(Washington)
Any advisor has likely read about Biden’s new tax proposals on the “wealthy”…see the full story on our partner Magnifi’s site
Credit Suisse Says to Keep Running with the Bulls
(New York)
Lots of information is trading that has investors skittish for the upcoming horizon…see the full story on our partner Magnifi’s site
Biden’s Infrastructure Bill Has Big Implications
(New York)
ESG has already taken the financial world, nearly dominating every other headline over the past couple of years…see the full story on our partner Magnifi’s site