Direct Indexing. New China Data Signals a Possible Shift for Stocks and Bonds – The Intangible Investor Podcast, Ep. 4November 17, 2019
Steve looks at a trend change we’ve seen in the last week: hard data from China is deteriorating and may be leading to a shift in the relative performance of stocks and bonds. A few weeks since the big brokerage houses cut trading commissions to zero, Bryce discusses how the move could lead to new innovations in direct indexing.
On The Intangible Investor Podcast, Bryce Coward and Steven Vannelli of the Knowledge Leaders Capital investment team discuss all things innovation, financial markets and macroeconomics.
As of 9/30/19, the SPDR S&P 500 ETF (SPY) and the iShares 20+ Year Treasury Bond (TLT) were not held in the Knowledge Leaders Strategy.