Goldman Sachs ActiveBeta Em Mkts Equity ETF

GEM-N

NYSEARCA:GEM

32.83
0.21 (0.64%)

Analysis and Opinions about GEM-N

Signal
Opinion
Expert
BUY
BUY
December 11, 2018
Emerging markets worth buying now more than Europe? He likes it because it's an active ETF in EM, and is not your typical static market weighting across various countries and regions. He'd rather pay a higher MER for an active ETF. The broad EM have been outperforming the rest of the world in the last six weeks.
Emerging markets worth buying now more than Europe? He likes it because it's an active ETF in EM, and is not your typical static market weighting across various countries and regions. He'd rather pay a higher MER for an active ETF. The broad EM have been outperforming the rest of the world in the last six weeks.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$30.380
Owned
Yes
DON'T BUY
DON'T BUY
October 10, 2018

He likes the concept of active management. However, you need to be aware of the funds mandate. As an ETF, it will be very limited in its management. This fund is limited to emerging markets, which he feels is the not the best asset to be adding to right now.

He likes the concept of active management. However, you need to be aware of the funds mandate. As an ETF, it will be very limited in its management. This fund is limited to emerging markets, which he feels is the not the best asset to be adding to right now.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$30.370
Owned
No
BUY
BUY
July 11, 2018

He really likes the emerging markets. If you missed buying into them earlier, now is a good time given all the tariffs and the strong U.S. dollar. Last year, the MSCI was double the valuation of the U.S. market, and today it is half. You can see a 18% growth rate.

He really likes the emerging markets. If you missed buying into them earlier, now is a good time given all the tariffs and the strong U.S. dollar. Last year, the MSCI was double the valuation of the U.S. market, and today it is half. You can see a 18% growth rate.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$33.070
Owned
Unknown
COMMENT
COMMENT
February 26, 2018

It weights stocks by risk factor, like low volatility and momentum. The smart Beta phenomenon has come into force in ETFs. As a macro investor, he likes pure beta. Prefers picking stocks by picking themes, trends, sectors and countries. A fine ETF, but prefers accessing emerging markets by picking countries and sectors instead.

It weights stocks by risk factor, like low volatility and momentum. The smart Beta phenomenon has come into force in ETFs. As a macro investor, he likes pure beta. Prefers picking stocks by picking themes, trends, sectors and countries. A fine ETF, but prefers accessing emerging markets by picking countries and sectors instead.

Tyler Mordy
President & CIO, Forstrong Global Asset Management
Price
$37.870
Owned
No
PAST TOP PICK
PAST TOP PICK
February 20, 2018

(A Top Pick Feb. 27/17, Up 28%). Low MER and has held up during the recent dip. Has held it for a while. Emerging markets ETFs have done especially well.

(A Top Pick Feb. 27/17, Up 28%). Low MER and has held up during the recent dip. Has held it for a while. Emerging markets ETFs have done especially well.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$36.830
Owned
Yes
COMMENT
COMMENT
October 11, 2017

A lot of ETF’s are static in nature, and are truly passive, 30% China, 30% Russia, 20% India, etc. What is attractive about this one is that you have the bright minds in Goldman Sachs. It is an actively managed ETF. They are not just statically buying a basket, they could go to 0% China if they wanted. MER is only 20 basis points.

A lot of ETF’s are static in nature, and are truly passive, 30% China, 30% Russia, 20% India, etc. What is attractive about this one is that you have the bright minds in Goldman Sachs. It is an actively managed ETF. They are not just statically buying a basket, they could go to 0% China if they wanted. MER is only 20 basis points.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$34.610
Owned
Unknown
TOP PICK
TOP PICK
February 27, 2017

Emerging markets are breaking out from a long-term, 5-7 years, sideways move. The valuation on this is really interesting. The weighted average P/E ratio is 13.7. It is about 70% Asia, and more specifically about a quarter is China. Has had a good run being up about 25% in 12 months, but thinks that will continue.

Emerging markets are breaking out from a long-term, 5-7 years, sideways move. The valuation on this is really interesting. The weighted average P/E ratio is 13.7. It is about 70% Asia, and more specifically about a quarter is China. Has had a good run being up about 25% in 12 months, but thinks that will continue.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$29.260
Owned
Yes
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