2020 ETF Market Outlook


Actively Balance Risk in the Hunt for Yield

Seek a balance between income generation, credit risk, equity risk and macro volatility by employing active strategies.

Source: Bloomberg Finance L.P. as of 11/8/2019. Past performance is not a guarantee of future results. Global Aggregate: Bloomberg Barclays Global Aggregate Bond Index; U.S. Aggregate: Bloomberg Barclays US Aggregate Bond Index; U.S. Corporate: Bloomberg Barclays US Corporate Bond Index; U.S. Treasury: Bloomberg Barclays US Treasury Bond Index; Global Agg ex-US: Bloomberg Barclays Global Aggregate Bond Ex-US Index; Global ex-US Corporate: Bloomberg Barclays Global Corporate Bond Ex-US Index; Global High Yield: Bloomberg Barclays Global High Yield Bond Index; EM Hard Currency Aggregate: Bloomberg Barclays EM Hard Currency Aggregate Bond Index; U.S. MBS: Bloomberg Barclays US MBS Index.

Source: Bloomberg Finance L.P. as of 11/8/2019. Past performance is not a guarantee of future results. 1-3 Year Corporate: Bloomberg Barclays US Corporate 1-3 Yr Index; 1-3 Year Treasury: Bloomberg Barclays  Treasury: 1-3 Year Index; MBS: Bloomberg Barclays US MBS Index; 1-10 Year Corporate: Bloomberg Barclays Intermediate Corporate Index; 1-10 Year Treasury: Bloomberg Barclays US Intermediate Treasury Index; TIPS: Bloomberg Barclays US Treasury Inflation Notes Index; Aggregate: Bloomberg Barclays US Agg Index; Broad Investment Grade (IG) Corporate: Bloomberg Barclays US Corporate Index ; Broad Treasury: Bloomberg Barclays US Treasury Index; Long Corporate: Bloomberg Barclays Long  Corporate Index; Long Treasury: Bloomberg Barclays US Long Treasury Index  


Implementation Ideas


Seek Income Through Diversification


TOTL


INKM


ULST


Actively Customize Portfolios with Specific Tilts





Footnotes
Glossary
Important Risk Discussion