Dan Petersen

ETF Specialist

CAIA, CMT Views are my own, retweets ≠ endorsements

[Dan Petersen @DPetersenIQ]

Global Equities did not like the Yen driving up in price aggressively last time (August 1-5 down over 9%), if the Yen makes another aggressive move up, it may be worth revisiting portfolio risk.

[Dan Petersen @DPetersenIQ]

The Yen is on the brink of crossing the August 5th high .706 (so far hit .704 today). (1/2)

[Dan Petersen @DPetersenIQ]

Could this signal Global Margin Call round 2? MACD fast/slow is also on the brink of a crossover. While this could just be a 'visit the edge of a cliff' moment, it could also be the beginning of a volatile week ahead.

[Dan Petersen @DPetersenIQ]

@WarrenPies @thomasg_grizzle @michaelsantoli Absolutely agree with this! There are many opportunities in both small and mid caps with really nice fundamentals - I think we start to see smart beta and active management add value over market cap weighting after this low quality move.

[Dan Petersen @DPetersenIQ]

As we look to 2024, the strategists at New York Life Investments share their resolutions for investing in the coming year, amid expected gear shifts in the economy, markets, and political noise.

#MarketInsights | #Investing | #Investments

[Dan Petersen @DPetersenIQ]

It’s already time for investors to consider the impact of the 2024 U.S. presidential elections on their portfolios. While we await specific policy proposals, Julia Hermann from our Multi-Asset Solutions team shares our fundamental principles for election year investing.

[Dan Petersen @DPetersenIQ]

2023 has been marked by a rollercoaster of mixed data, turbulent performances and uncertainty. Here’s what we’re seeing: https://t.co/ItJnJp4jiK

[Dan Petersen @DPetersenIQ]

Has the municipal market followed our predictions? What should investors watch next? Find out in our 2023 Mid-Year Update: https://t.co/f1Ydm6idIZ

[Dan Petersen @DPetersenIQ]

Following a challenging 2022, we observe that the market is once again rewarding investors for selecting fundamentally-sound securities based on relative value. Find out why: https://t.co/f1Ydm6idIZ

[Dan Petersen @DPetersenIQ]

Second time this year I had the privilege to make it to the floor of the NYSE!

[Dan Petersen @DPetersenIQ]

Check-in on the 5 key themes shaping the municipal bond market in our Top 5 Municipal Bond Market Insights for 2023: Mid-Year Update: https://t.co/f1Ydm6idIZ

[Dan Petersen @DPetersenIQ]

Last week, Fitch Ratings downgraded U.S. credit quality. Our Multi-Asset Solutions team unpacks why this decision was taken and approaches investors can consider as yields potentially rise further.

[Dan Petersen @DPetersenIQ]

Semiconductors are the key to competitiveness, even survival, in the new economy. So, what do we do if the supply is disrupted? Read our Megatrends 2023 report for more: https://t.co/lflWaBUYKK

[Dan Petersen @DPetersenIQ]

What a difference a year makes. As the municipal bond market stabilizes, we believe it is ripe with attractive investment opportunities. ​Find out why: https://t.co/f21pe4BM9d

[Dan Petersen @DPetersenIQ]

Income is dominating total return, reaching its most attractive level since the COVID-led recession. Learn more in our MacKay Global Fixed Income Mid-Year Update: https://t.co/2VWnWFvneC

[Dan Petersen @DPetersenIQ]

A combination of developments has driven new urgency for countries trying to solve and secure modern energy access. Go deeper inside this story in our Megatrends 2023 report: https://t.co/noq2O6Hflv

[Dan Petersen @DPetersenIQ]

Several factors will settle the debate around recession timing and severity. Learn more in our 2023 Midyear Outlook, as we explore high conviction solutions that could help investors respond + rebalance: https://t.co/emIJVpYbWs

[Dan Petersen @DPetersenIQ]

Anticipating the future of global economics requires more than an extrapolation of current trends. Uncover the bigger picture in our inaugural Megatrends 2023 report: https://t.co/RyMbgiQavW

[Dan Petersen @DPetersenIQ]

One thing is clear: the 60/40 approach failed to protect investors from volatile markets last year.

Could a more nuanced approach to this time-tested strategy help portfolios regain momentum? We explore: https://t.co/PCbJzpMr3k

[Dan Petersen @DPetersenIQ]

Major global infrastructure developments could offer investors an opportunity to diversity their portfolio — especially during down markets. We explain: https://t.co/58p435cne7