What factors should drive your ETF investment directives for 2023?

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Expert explains which factors should drive your ETF investment directives for 2023

What factors should drive one’s ETF investment directives for 2023?

"Secondly, consider an allocation to real assets. Two types of real assets that can be beneficial today are infrastructure and natural resources. Infrastructure tends to do well late in the economic cycle, where these defensive businesses benefit from inelastic demand for their mission-critical services," Huemmer says. "Natural resource equities should benefit from the reopening of China as well as continued supply issues, which will keep prices elevated more than anticipated.

"This is different than mutual funds, where the fund may be forced into a realized gain when there are redemptions from the fund and it is forced to sell shares," Huemmer tells FOX Business.For other investors, he explains the mutual fund structure may have benefits that they value highly. "I think it’s important for the investor to understand the focus of the ETF along with the underlying constituents," Auerbach tells FOX Business. "If they are invested in levered or inverse ETFs, small moves in the market can potentially have large moves in the portfolio based on the structure."

 

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