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Bullish on Europe? Play It Safe with the QLVD ETF

Lukewarm on Investing in Europe?

May 11, 2021 Amid an impressive earnings boom, these should be go-go days for European equities. Price action says otherwise, indicating investors mulling exposure across the Atlantic might want to do so in non-dedicated form. The FlexShares Developed Markets ex-US Quality Low Volatility Index Fund (NYSE: QLVD) is a practical idea for investors looking to dip their toes into the waters of European equities without the all-in commitment of a dedicated Europe fund. Data confirm European earnings are strong, highlighting a source of allure with QLVD. “So far in earnings season, 60% of companies in the MSCI Europe index have beaten earnings per share (EPS) estimates by 5% or more, with 19% missing estimates the best ever rate since Morgan Stanley began gathering data in 2007. Financials and consumer discretionary companies posted the broadest beats so far in earnings season, they added,” reports Callum Keown for Barron’s.

ETF 360: Q&A with Northern Trust Asset Management s Michael Hunstad

FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD), are poised to do very well in the U.S. and the international space. There are a few reasons for this. Historically, looking at the macro picture during recovery tends to be the prime time for the size and value factors. The stocks tend to be very depressed in the perceiving contraction. Coming out of that contraction, they tend to do quite well. From an interest rate perspective, things also look very good. “When they have a situation that we’re in right now of a bare steepening yield curve,” Hunstad explains, “You generally have a positive outlook on longer-term growth, and not a lot of risk of that central bank engineered contraction. That’s very good for both the size and the value factors.”

As Bargains Abound Overseas, Trim Volatility with the QLVD ETF

As Bargains Abound Overseas, Trim Volatility with the QLVD ETF April 21, 2021 International markets, particularly ex-U.S. developed markets, are where the attractive valuations reside. Investors can get in on the act while reducing risk with the QLVD’s quality screen analyzes a broad universe of equities based on key indicators such as profitability, management efficiency, and cash flow, and then excludes the bottom 20% of stocks with the lowest quality score. The index is then subject to the regional, sector, and risk-factor constraints in order to manage unintended style factor exposures, significant sector concentration, and high turnover. That’s a relevant strategy at a time when foreign stocks are some of the best bargains accessible to investors.

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