As money continued to pour into exchange-traded funds last year, strategic-beta offerings were a big beneficiary of U.S. investors looking to add strategies to their portfolios that do more than track a traditional market-cap-weighted index. To dig deeper, we've enlisted help from Ben Johnson, Morningstar's director of global exchange-traded fund research, and pulled together a series of charts highlighting some of the main trends in strategic-beta ETP flows in 2017.
The usually placid municipal bond market took a hit in November, getting churned up in the wake of the advancing tax bill in Washington. U.S. equity funds, however, raced ahead as broad stock indexes hit new record highs amid expectations of stronger economic growth. Tom Lauricella is editor for Morningstar Direct, the firm’s cloud-based investment analysis platform. Foreign-stock funds also continued their gains. Taxable fixed-income categories, however, posted mixed returns.
The financial press is filled with stories about a bitcoin bubble. But whatever the eventual future for blockchain and cryptocurrencies, the mania may reflect something broader: a return to the "greed" part of the "fear and greed" cycle for the first time since the financial crisis sent investors into their bunkers. I write from personal experience.
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".