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Best ETF Ideas for the Second Half of 2022

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  • (0:45) - Breaking Down The Stock Market's Recent Volatility
  • (5:45) - Can The Fed Stop A Recession From Happening?
  • (10:30) - How Should You Position Your Portfolio In The Current Environment
  • (15:00) - State Street's Suite Of ETFs: QUS, STY & SPYV
  • (19:50) - What Sectors Perform The Best During High Inflation?
  • (25:30) - Breaking Down The Current Fund Flow Trends: Where Are People Investing Right Now?
  •                 Podcast@Zacks.com

 

In this episode of ETF Spotlight, I speak with Matthew Bartolini, Head of SPDR Americas Research at State Street Global Advisors. We discuss the market outlook and investing strategies for the second half of 2022.

This year has been very challenging for investors, as concerns regarding surging inflation, rising rates, and a potential economic slowdown continue to weigh on stocks.

It remains to be seen whether the Fed will be able to tame inflation without sending the US economy into a recession, but a lot of bad news is already baked into stock prices.  If the central bank succeeds in engineering a softish landing, we could see a gradual recovery in the market later this year.

Matt recommends three strategies for the second half of 2022: 1) emphasize high-quality value in the core, 2) limit duration in pursuit of real income and 3) consider inflation-sensitive alternatives.

The SPDR MSCI USA StrategicFactor ETF (QUS - Free Report) seeks to invest in high-quality and attractively valued firms. Apple (AAPL - Free Report) and Microsoft (MSFT - Free Report) are its top holdings.

The SPDR S&P Dividend ETF (SDY - Free Report) selects companies that have consistently increased their dividend for at least 20 consecutive years. Exxon Mobil (XOM - Free Report) and Chevron (CVX - Free Report) are among the top holdings.

The SPDR Portfolio S&P 500 Value ETF (SPYV - Free Report) holds stocks that exhibit the strongest value characteristics. Berkshire Hathaway (BRK.B - Free Report) and Johnson & Johnson (JNJ - Free Report) are its top holdings.

For adding exposure to inflation sensitive assets, investors could consider the SPDR SSgA Multi-Asset Real Return ETF (RLY - Free Report) or the SPDR S&P Global Natural Resources ETF (GNR - Free Report) .

Tune in to the podcast to learn more.

Make sure to be on the lookout for the next edition of ETF Spotlight! If you have any comments or questions, please email podcast@zacks.com.

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