We just scored the most recent trading desk comments courtesy of WallachBeth Capital’s Chris Hempstead.
” Last week I took a look at YTD performance of the US Equity based ETF’s with exposure to the S&P sectors.
Today I would like to broaden that view and simply rank and look at the YTD top performing Equity based ETF’s globally.
What sparked my interest in creating this list was my curiosity to see how far down the list I needed to go before I found the top US Equity ETF. I wasn’t expecting it to be so far down the list, however I am not surprised that it was biotech for being the US market sector group which has been on the biggest tear in the US since January.
You will certainly see a theme here with Brazil, Russia, India and China dominating the focus (BRIC).
A few ETF’s with exposure to the BRIC are BKF ytd +20% (Ishares MSCI BRIC), EEB ytd + 17.3% (Guggenheim BRIC) and BIK ytd +19% (SPDR S&P BRIC 40). The full report is here:
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