Richard Bernstein is chief executive officer and chief investment officer of the firm that bears his name. Richard Bernstein Advisors is known for its top-down approach that focuses on macro trends. Bernstein is one of the panelists at Inside ETFs Jan. 21-24 in Florida for the discussion “Where to Invest for the Next 3 Years.” ETF.com caught up with him for a preconference chat. ETF.com: The topic of the round table you’re participating in is where to invest for the next three years.
Yesterday was the first day of trading for the U.S. ETF industry’s first pot-focused fund. The ETFMG Alternative Harvest ETF (MJX) was, up until the day after Christmas, focused on Latin American real estate companies and traded under the ticker LARE. It now holds a portfolio of 30 stocks likely to benefit from increased research around the medical uses of marijuana and the broadening push to legalize its use for recreational and medical purposes.
Andrew Ang heads up BlackRock’s factor-based strategies group. He recently posted a blog, “The Five W’s Of Style Factors,” about the key questions to consider when looking at factors. In it, he discusses how factor analysis represents an evolution beyond the Morningstar style boxes that dominated the investment conversation for so many years. He spoke with ETF.com in more depth about some of the points he made.
Muck Rack makes it simple to find people, tweets, or articles that mention any name, keyword, company, hashtag etc. We've compiled this guide to help you make the most of your search.
Selecting a term
Start searching tweets, articles from media outlets, articles mentioned in tweets, journalists'
names, titles and bios with some suggested searches:
Companies or Topics (e.g. iPhone, Microsoft)
Phrases (e.g. "cloud computing") — use quotes to keep the terms together
Twitter handles (e.g. @username) — returns those who have mentioned or replied to
Names (e.g. "David Pogue")
Hashtags (e.g. #sxsw, #london2012)
Bio details (e.g. vegan, Olympics, father)
Muck Rack's Advanced Search allows for many boolean operators.
Find results that mention multiple specified terms, use AND or
+. For example, ensure each result contains both Elon Musk and Mark Zuckerberg by
searching Musk AND Zuckerberg or Musk + Zuckerberg.
Use the operators OR or , to broaden your search when you'd like either of
multiple terms to appear in results. (This is the default behavior of our search when no operators
are used). For example, results will contain either cake or cookie by searching cake OR cookie or cake,cookie
Use NOT or - to subtract results from your search. For
example, searching Disney will yield results about the Walt Disney Company as well as Walt Disney
World Resort. To exclude mentions of Disney World, search for Disney -World or Disney
When using one of these operators with a phrase, enclose it in quotation marks. For example, you can
find results about smartphones excluding Apple's iPhone 4S by searching smartphone -"iPhone
Exact case matching or punctuation
If you're searching for a brand name or keyword that relies on specific punctuation marks or capitalization, you can
find results that match your exact query by adding matchcase: before the keyword you're searching for, like matchcase:E*TRADE .
Use parentheses to separate multiple
boolean phrases. For example, to find journalists talking about having fun in Disney World or
Disneyland, search for ("disney world" OR disneyland) AND fun.
An asterisk can be used to search for any variation of a root word truncated by the asterisk. For example, searching for admin* will return results for administrator, administration, administer, administered, etc.
A near operator is an AND operator where you can control the distance between the words. You can vary the distance the near operation uses by adding a forward slash and number (between 0-99) such as strawberries NEAR/10 "whipped cream", which means the strawberries must exist within 10 words of "whipped cream".