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Inside ETFs Wrap Up

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Steve Blumenthal at "Gold For Tomorrow" Panel, Inside ETFs

Steve Blumenthal at “Gold For Tomorrow” Panel, Inside ETFs

We had a great time at Inside ETFs in Hollywood, Florida from Sunday – Wednesday this week. The conference gets bigger and better every year as the $2 trillion ETF industry continues to grow. More than 2,000 people heard some of the brightest minds in finance talk about the markets, investing and the ETF industry.

This year, CMG Capital Management Group CEO Steve Blumenthal was on the “Gold For Tomorrow” panel. Blumenthal discussed A Gold Metric to Gauge Buy/Sell Opportunities and commented that “Gold moves when there is a loss in confidence in government leadership and the central bank.”

Blumenthal also breaks down the highlights of the conference, including presentations from Jeremy Siegel, Jeffrey Gundlach, and John Mauldin in this weeks On My Radar: The Last Bull Standing. Below, highlights of the conference from Eric Balchunas of Bloomberg.

Get Blumenthal’s Insights Into Gold At #InsideETFs

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gold barsGold is in the news. What’s going on with the precious metal now as the U.S. stock market slides and the Fed slowly raises interest rates? How does gold, and other commodities, fit in to a diversified portfolio?

CMG Capital Management CEO Steve Blumenthal will be on the panel Gold for Tomorrow at Inside ETFs in Hollywood, Florida, this coming Tuesday, January 26, at 2:50 PM.

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Blumenthal On Bloomberg ETF Report

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BloombergBusiness

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)

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More Intel From #InsideETFs

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steve_lydon2

Steve Blumenthal talks to ETF Trends’ Tom Lydon at Inside ETFs Conference

CMG Capital Management Group CEO Steve Blumenthal took a lot of notes at Inside ETFs last week in Hollywood, Florida. We published a few top line thoughts from Steve last week in Takeaways From Inside ETFs.

In Steve’s weekly On My Radar – Go Ahead Angela, Make My Day – he shares more reflections on the Conference. An excerpt from Steve:

Reflecting on four days of non-stop sessions, media interviews and meetings at the Inside ETFs Annual Conference this past week, I thought I’d share several key takeaways.

Rock star advisor Ric Edelman believes older advisors will decide that making the changes to adapt to a world slowly shifting to online money management isn’t worth the considerable effort.

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Takeaways From Inside ETFs

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We retrieved Steve Blumenthal‘s notes from Inside ETFs this week and share three top takeaways from the conference.

Rob Arnott is the founder and chairman of Research Affiliates. He is also portfolio manager on the PIMCO All Asset and All Asset All Authority family of funds and a suite of PIMCO products based on the Fundamental Index® approach.

Rob Arnott, founder and chairman of Research Affiliates, portfolio manager on the PIMCO All Asset and All Asset All Authority family of funds.

Rob Arnott’s presentation:

10-year forward expected annualized return for 60/40 is 4%

  • For equities: Beginning dividend yield of 1.80%+ real long-term EPS Growth of 1.3% + implied inflation of 2% = 5.1% expected return for equities
  • For bonds: 2.3% (10-year Treasury at the beginning of 2015)
  • 60% of expected equity plus 40% of expected bonds EQUALS just 4% expected for the traditional 60/40 allocation mix
  • The 40 year average for 60/40 is 7.1%

Rob added, “I think we should tell our clients this arithmetic”

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We Have Arrived

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titiThe CMG Capital Management Group Team has arrived at the Westin Diplomat in Hollywood Florida for Inside ETFs, the world’s largest ETF conference. Tito Puente Jr. regaled the crowd poolside to kick off the conference. An expected 1,500+ attendees will be here. Some are just ahead of the major blizzard expected to pound the Northeast starting Monday. Follow the conference on Twitter #InsideETFs.

Tactical Investing At #InsideETFs

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What is tactical investing?

That’s a really good question. We have some answers at the iShares / Blackrock ETF Strategist tent at Inside ETFs, the world’s largest ETF Conference, Jan. 25 – 28, in Hollywood, Florida.

As a concept, tactical investing is fairly simple. It refers to the practice of shifting assets from one asset class to another, either to avoid trouble or to seize emerging opportunities. Tactical portfolios can be re-balanced monthly, from cash to fully invested in a variety of asset classes.

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