Best Ideas (Part II) from the Morningstar ETF Conference

Posted on 09.26.16 |

ms-etf-conference On September 8, Steve Blumenthal appeared on a panel regarding portfolio construction (“Beyond the 60/40 Portfolio”) at the Morningstar ETF Conference in Chicago.

One of Steve’s favorite sessions was the “Best Ideas” panel, which featured Mark Yusko of Morgan Creek Capital Management, John West of Research Affiliates, and Rich Bernstein of RBA. Steve shared Part I of his notes from the Best Ideas panel in the September 16, 2016 edition of On My Radar.

Steve shared Part II of his notes in Friday’s On My Radar. Read on!

Global Debt Jubilee?

Posted on 09.20.16 |

When you borrow from tomorrow to spend today, that leveraged spending is good for growth. At some point, you reach an end to just how much debt you can take on. Reinhart and Rogoff suggest that threshold, based on hundreds of years of study, is 90% debt-to-GDP. At some point, you cross a line. Take a look at the chart below.

I believe we are in a low growth, deflationary-pressured world until we solve and reorganize the debt mess. A global debt jubilee? We have a serious problem to solve and there is little motivation at this point to get started. The markets may just force that hand.

Best Ideas from the Morningstar ETF Conference

Posted on 09.20.16 |

On September 8, I had the privilege of participating on a panel regarding portfolio construction (“Beyond the 60/40 Portfolio”) at the Morningstar ETF Conference in Chicago. Not surprisingly, there were a lot of terrific discussions, and I took tons of detailed notes. One of my favorite sessions was the “Best Ideas” panel, which featured Mark Yusko of Morgan Creek Capital Management, John West of Research Affiliates, and Rich Bernstein of RBA. Morningstar’s Jeff Ptak did a great job moderating the panel.

As promised, I shared some of my notes from the Best Ideas panel in Friday’s On My Radar. More to come from the conference later this week. Stay tuned!

Building A Hunker Down ETF Portfolio – Blumenthal at Barron’s

Posted on 02.25.16 |

Steve Blumenthal, CEO of CMG Capital Management Group, tells Barron’s funds writer Chris Dieterich that his firm has been clinging to ultra-safe bonds and utility stocks during the market storm. The video segment How to Build A Hunker Down ETF Portfolio, can also be seen below. An excerpt:

“We are what is called an ETF Strategist. We design and build portfolios for specific reasons. ETFs are a great tool because they offer so many ways to have concentrated exposures to markets on a low fee basis.

“Most of the leadership we see now is in fixed income. When we look at our portfolio we’re looking at relative strength. We’re looking to compare different ETFs against each other.”

Blumenthal On The ETF Revolution – Video

Posted on 11.12.15 |

CMG Capital Management Group CEO Steve Blumenthal is featured in this four minute video segment from Asset TV called “The ETF Revolution.” Steve was filmed at the ETF Bootcamp, where he moderated a panel. The video appears on ETFTrends, YouTube, and Asset TV. Or, you can watch it below. Steve answers several questions.

Here are two:

For an advisor, tell us why ETFs have revolutionized the market?

Blumenthal On Bloomberg ETF Report

Posted on 02.04.15 |

CMG Capital Management Group CEO Steve Blumenthal was interviewed by Bloomberg Radio’s Catherine Cowdery at the Inside ETFs Conference in Hollywood, Florida, last week. The segment was just posted on Bloomberg Business.

Bloomberg Business launched last month to deliver business and markets news, data, analysis, and video to the world, featuring stories from Businessweek and Bloomberg News.

ETF Report Podcast. Hosted by Catherine Cowdery.

CMG’s Blumenthal on ETFs at Top of Momentum List (Audio)

See You At World’s Largest ETF Conference

Posted on 01.20.15 |

By Mike Sciortino, Head of Distribution, CMG Capital Management Group

Once again, Inside ETFs, now the world’s largest ETF Conference, is the place to be for all the players in the $2 trillion ETF market. Again, CMG Capital Management Group will be a part of the ETF Strategist space sponsored by ishares/Blackrock. Come say hello to me or our CEO / investment strategist Steve Blumenthal, and several other members of the CMG Capital Management team.