The best ETF hedges in a rising market

Gold and senior loans can bring more than balance to your portfolio – while also helping it grow

Andrew Willis 24 April, 2019 | 2:00PM

With ongoing uncertainty and an extended bull run, it makes sense to balance an equity approach with something less correlated to market movements. Defensive moves for a late-stage market cycle can involve using other types of equities as a strategic play for stability and income. But defensive equity plays are still tied directly to equity risk.

One way to capital preservation could be through targeted fixed income and tailored gold ETFs. ETFs opened efficient avenues for sophisticated and specific targeting of investment goals, often seen in with equities in strategic beta products. ETFs have also enabled strategic income solutions to emerge that operate at a fraction of the cost of their mutual fund counterparts.

Fixed income ETFs – a senior loan strategy

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Andrew Willis

Andrew Willis  Andrew Willis is a content editor for Morningstar.ca.

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