ETF Wanderer_

Exchange-Traded Funds and Closed-End Funds by Asset Class, Type and Provider

can you please update this list? thanks.

In Search of Low (or Negative) Correlation Between Asset Returns

Quick question: how do you define "Trends" which you used in correlation between trends - is it YoY return or something similar ?

Emerging Markets ETFs: Predictable and Consistent

Sorry about that. Just that the article seemed a bit too unintelligent. It is not an article worth putting in the same league as the Seekingalpha articles such by other etf writers such as those by Roger, Tom Lyndon, Megane etc.

Emerging Markets ETFs: Predictable and Consistent

Essentially, these days there are just "pure" asset classes - all things correlated to equities and all things correlated to bonds.

There is no such thing as emerging market as a different asset class. Even commodities, currency carry trades etc are correlated with equities these days. unless you were in bonds, there is nothing that could have saved you from yesterday's crash.

US market is just a relatively low vol version of an equity market. Just like if you pick up any index, it will have some low vol relative to the index and some high vol relative to the index; similarly on a world equity market, us & emerging markets differ on just the vols.

As far as risk-reward characteristics are concerned, emerging markets have had too high returns that they will compensate adequate for any risk, including yesterday's crash.