Review and Outlook 2017

Posted by: Tom McKeon on January 25, 2017

blog image

In this edition of PremiumPoints: Looking ahead to 2017, ETFs lap the field and Managing Portfolios in the Post-Truth World.

Review and Outlook 2017

US Stocks had a banner year after a tepid first quarter, with the MSCI US Broad Market index gaining 12.67% for the year. US Small caps gained more than 20%.That contrasts with the MSCI Developed Markets Index posting a paltry 1.51% return for the year. US equity markets rallied after the election, yet they were the only asset class at the party.

Download PremiumPoints....


ETFs Gain Market Share reports that Exchange Traded Funds & Products (ETFs/ETPs) gathered record inflows of $389 billion US in 2016, and assets reached a new high of $3.546 trillion US. The exhibit below from Wealth Management magazine with Morningstar data show just how powerful this secular trend is. Vanguard is the clear leader.


ETF Flows 2016


Download PremiumPoints....


Managing Portfolios in the Post-Truth World

Much has been made of the fake news phenomenon in the aftermath of the Presidential election. Once upon a time, only newspaper titans like William Randolph Hearst could pervert the truth with the megaphone of his publishing empire. Not any more.

Download PremiumPoints....



Recent Posts

PremiumPoints 4Q-2017 Issue

Of Dot-Com's, Internet Bubble and Pseudo-Currencies

Cryptocurrencies, Intrinsic Value and Greater Fools

The Pain in Active Management Land Must Be Unbearable…

PremiumPoints 2Q-2017 Issue

Asset Allocation vs. Stockpicking: No Contest

Options Update: Getting Paid to Wake Up

PremiumPoints 1Q-2017

ETFs Ascendant

The 21 Questions You’re Going to Need to Ask About Investment Fees

Review and Outlook 2017

Facts, Conclusions and Blind Spots

Back to Blog Home Page