Nyob zoo! Hauv lub lim tiam no ETF Wrap, BlackRock's Gargi Chaudhuri, tus thawj coj ntawm iShares peev tswv yim rau Asmeskas, sib tham txog txoj hauv kev rau cov tub ua lag luam los ua lub ntiaj teb ntawm tus nqi siab dua thiab nce nyiaj nce nqi hauv 2023.
Thov xa tawm tswv yim thiab cov lus qhia rau [email tiv thaiv]. Koj tuaj yeem ua raws kuv ntawm Twitter ntawm @cidzelis thiab nrhiav kuv ntawm LinkedIn.
Raws li cov tub ua lag luam txheeb xyuas qhov kev puas tsuaj rau cov khoom vaj khoom tsev los ntawm kev nce cov paj laum hauv 2022, ib puag ncig ntawm cov nqi siab dua yuav tsum nyiam cov txiaj ntsig zoo hauv xyoo 2023, thaum daim ntawv cog lus muab "muaj txiaj ntsig zoo" rau cov nyiaj tau los, raws li BlackRock's Gargi Chaudhuri, tus thawj coj ntawm iShares peev. lub tswv yim rau Asmeskas.
Chaudhuri tau hais hauv kev sib tham hauv xov tooj tias "Tej zaum peb tsis tau pom hauv qab hauv kev lag luam kev ncaj ncees tseem tsis tau," "Keeb kwm, thaum twg koj xav txog kev yuav lub dip, koj xav txog kev yuav khoom."
Yog li, qhov kev xav tias cov khoom lag luam muaj txiaj ntsig tuaj yeem ua tau zoo dua xyoo tom ntej yog "kev tawm mus los ntawm kaum xyoo ntawm kev loj hlob kev coj noj coj ua," raws li tsab ntawv ceeb toom Wednesday los ntawm Chaudhuri uas muab cov tub ua lag luam qhia txog 2023. Raws li cov tub ua lag luam xav txog qhov cuam tshuam ntawm Tsoom Fwv Teb Chaws Reserve tus nqi nce siab rau. kev lag luam Tshuag, thiab muaj peev xwm faib ntau dua rau cov khoom lag luam, cov khoom lag luam muaj txiaj ntsig yog thaj chaw uas yuav tsum tau muaj txiaj ntsig zoo, nws hais hauv xov tooj.
Cov neeg lag luam yuav xav txog iShares Russell 1000 Tus Nqi ETF
IWD,
thiab iShares MSCI USA Tus Nqi Tseem Ceeb ETF
VLUU,
Raws li kev xaiv, Chaudhuri tau hais.
Nws tau hais tias "Peb tau tsiv tawm ntawm lub ntiaj teb ntawm cov nqi qis-rau-tsis zoo rau lub ntiaj teb cov nqi siab dua," nws hais. Cov neeg lag luam yuav tsum xav txog "qhov twg ntawm cov lag luam kev lag luam yuav vam meej hauv qhov zoo thiab muaj txiaj ntsig zoo dua qub, thiab qhov ntawd tau taw qhia rau tus nqi."
Nyob rau lub sijhawm no, nws zoo li tsis zoo li Fed yuav dhau peb mus rau rau lub hlis tom ntej "dheev tig rov qab thiab pib txiav cov nqi," nws hais. Lub tuam txhab nyiaj hauv nruab nrab tau nce siab nce nqi los tiv thaiv kev nce nqi siab, kev nce qib uas qee cov tub ua lag luam txhawj xeeb tuaj yeem ua rau Asmeskas poob qis.
Cov khoom me me?
Thaum Chaudhuri tam sim no cia siab tias yuav muaj kev lag luam poob qis hauv 2023, nws tau hais tias cov tub ua lag luam uas ntseeg tias Fed tuaj yeem "tswj cov av muag" rau Asmeskas kev lag luam yuav xav txog kev yuav cov peev nyiaj me me dua li cov khoom lag luam loj hlob hauv kev tswj hwm tus nqi siab dua.
Nws taw tes rau iShares Core S&P Small-Cap ETF
IJR,
raws li kev xaiv. Shares ntawm ETF poob 11.1% xyoo no txog rau lub Kaum Ib Hlis, raws li FactSet cov ntaub ntawv. Qhov ntawd piv nrog 14.4% poob rau tib lub sijhawm rau S&P 500 Performance index, uas Chaudhuri tau piav qhia tias "kev taw qhia hnyav heev rau cov tuam txhab thev naus laus zis."
'Rethinking' bonds
Cov tub lag luam yuav tsum xav txog "rov xav txog lub luag haujlwm ntawm cov ntawv cog lus" hauv lawv cov peev txheej hauv 2023, raws li Chaudhuri daim ntawv, uas tau hais txog iShares 1-3 Xyoo Nyiaj Txiag Nyiaj Txiag ETF
SHY,
iShares 1-5 Xyoo Investment Qib Corporate Bond ETF
IGSB,
thiab iShares MBS ETF
MYOB,
raws li kev yuav khoom muaj peev xwm.
Zoo li cov khoom lag luam, cov ntawv cog lus tau raug mob los ntawm kev nce nqi hauv 2022.
Chaudhuri tau hais hauv xov tooj tias "Kev rov pib dua ntawm cov nyiaj tau los thiab rov qab los ntawm cov nyiaj tau los tau tsim muaj txiaj ntsig zoo kawg nkaus hauv kev lag luam nyiaj txiag," Chaudhuri tau hais hauv xov tooj. "Cov neeg ua lag luam yuav tsum rov xav txog lub luag haujlwm ntawm daim ntawv cog lus hauv lawv cov ntaub ntawv vim tias cov nyiaj tau los."
Piv txwv li, cov tub ua lag luam tam sim no tuaj yeem faib ntau ntawm lawv cov ntaub ntawv rau cov nyiaj tau los ruaj khov kom ua tiav 6.5% tawm los piv nrog 2015, ib daim ntawv qhia hauv nws daim ntawv qhia.
BLACKROCK'S ISHARES 2023 YEAR-AHEAD INVESTOR GUIDE Hnub NOV. Peb 30, 2022
Hauv xyoo 2015, cov tub ua lag luam yuav tsum tau mus "ntau ntxiv hauv qhov kev pheej hmoo" rau 6.5% tawm los, muaj peev xwm los ntawm kev muaj peev nyiaj ntau dua lossis cov khoom sib npaug, nws hais hauv xov tooj.
Kev nce nyiaj nce siab
Raws li kev nce nqi ntawm kev ua neej nyob rau xyoo no, BlackRock cia siab tias nws tsis zoo li qhov nyiaj txiag tseem ceeb yuav poob rov qab mus rau theem ua ntej kis mus rau qis dua 2%, txawm tias nws yooj yim.
Raws li cov tub ua lag luam hloov mus rau "nyob nrog kev nce nqi," Chaudhuri tau qhia hauv nws daim ntawv ceeb toom tias iShares TIPS Bond ETF
Tswv yim,
thiab iShares US Infrastructure ETF
IFRA,
tej zaum yuav ua rau muaj kev sib raug zoo uas keeb kwm yog "txaus siab nyob rau hauv kev nce nqi siab dua." Nws kuj tau hais txog iShares MSCI Ntiaj Teb Kev Ua Liaj Ua Teb Cov Neeg Tsim Khoom ETF
VEGI,
raws li kev xaiv peev ntawm kev nce nyiaj nce ntxiv.
Raws li ib txwm muaj, ntawm no yog koj saib ntawm sab saum toj- thiab hauv qab-ua ETFs lub lim tiam dhau los txog hnub Wednesday, raws li FactSet cov ntaub ntawv.
Qhov zoo…
| Txawj Teev Vaj | % Kev ua tau zoo |
| KraneShares CSI Tuam Tshoj Is Taws Nem Internet ETF KWB, | 13.2 |
| iShares Tuam Tshoj Loj-Cap ETF FXI, | 9.3 |
| WisdomTree Tuam Tshoj ex-State-Owned Enterprises Fund CXSE, | 8.8 |
| EMQQ Cov Kev Lag Luam Tshaj Tawm Hauv Internet & Ecommerce ETF EMQQ, | 8.5 |
| iShares MSCI Tuam Tshoj ETF MCHI, | 8.4 |
| Tau qhov twg los: FactSet cov ntaub ntawv mus txog hnub Wednesday, Kaum Ib Hlis 30, tsis suav nrog ETNs thiab cov khoom lag luam leveraged. suav nrog NYSE, Nasdaq thiab Cboe pauv ETFs ntawm $ 500 lab lossis ntau dua |
… thiab qhov phem
| Cov neeg ua yeeb yam hauv qab | % Kev ua tau zoo |
| United States Natural Gas Fund LP UNG, | -9.7 |
| Thawj Trust Nasdaq Roj & Roj ETF FTXN, | -2.5 |
| Alerian MLP ETF AMLP, | -1.9 |
| iShares US Roj & Gas Kev Tshawb Fawb & Ntau Lawm ETF IEO, | -1.7 |
| SPDR S&P Roj & Roj Kev Tshawb Fawb & Ntau Lawm ETF XOP, | -1.6 |
| Source: FactSet |
Txhua lub limtiam ETF nyeem
Tau qhov twg los: https://www.marketwatch.com/story/where-blackrock-sees-tremendous-market-opportunities-for-etf-investors-in-2023-after-damage-to-stocks-bonds-11669930127?siteid= yhoof2&yptr=yahoo