13 ETFs To Own As Fed Set To Cut Rates: Analysts Highlight Utilities, Real Estate, And More
Portfolio Pulse from Piero Cingari
As the Federal Reserve shifts to a more accommodative monetary policy, analysts recommend ETFs in utilities, real estate, consumer staples, and more. BofA suggests focusing on defensive sectors and quality yield opportunities, with specific ETF recommendations across various asset classes.
September 17, 2024 | 3:29 pm
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POSITIVE IMPACT
Pacer US Cash Cows 100 ETF is recommended for its focus on quality and strong free cash flow yield.
The ETF is recommended for its focus on quality and strong free cash flow yield, making it a solid investment choice.
CONFIDENCE 75
IMPORTANCE 55
RELEVANCE 65
POSITIVE IMPACT
iShares Core Dividend ETF is recommended for its focus on dividends and buybacks amid strong free cash flow yield.
The ETF is recommended for its focus on dividends and buybacks, supported by strong free cash flow yield.
CONFIDENCE 75
IMPORTANCE 55
RELEVANCE 65
POSITIVE IMPACT
WisdomTree Japan Hedged Equity ETF is recommended for its exposure to Japanese equities and protection against yen devaluation.
The ETF is attractive for its exposure to Japanese equities and protection against yen devaluation, benefiting from corporate reforms.
CONFIDENCE 70
IMPORTANCE 50
RELEVANCE 60
POSITIVE IMPACT
The First Trust Utilities AlphaDEX ETF is recommended due to the defensive nature of utilities and growing power demand from AI-linked data centers.
Utilities are seen as a defensive sector with competitive yields, and the ETF is recommended due to increased power demand from AI data centers.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
iShares Cohen & Steers REIT ETF is seen as an attractive option in the real estate sector with high-quality yield.
The ETF is recommended for its high-quality yield, making it an attractive option in the real estate sector.
CONFIDENCE 85
IMPORTANCE 65
RELEVANCE 75
POSITIVE IMPACT
iShares U.S. Consumer Staples ETF is seen as tactically attractive for its exposure to resilient consumer staples companies.
The ETF is recommended for its exposure to resilient consumer staples companies, offering stability in volatile markets.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 70
POSITIVE IMPACT
Janus Henderson AAA CLO ETF is recommended for its quality yield and resilience during financial crises.
The ETF is recommended for its quality yield and resilience during financial crises, making it a stable fixed-income option.
CONFIDENCE 70
IMPORTANCE 50
RELEVANCE 60
POSITIVE IMPACT
Schwab US Dividend Equity ETF is recommended for its focus on dividends and potential for higher payouts.
The ETF is attractive for its focus on dividends and potential for higher payouts, offering a stable income stream.
CONFIDENCE 75
IMPORTANCE 55
RELEVANCE 65
POSITIVE IMPACT
iShares 20+ Year Treasury Bond ETF is recommended for duration exposure amid expected Fed rate cuts.
The ETF is attractive for its duration exposure, benefiting from expected Fed rate cuts, making it a solid fixed-income choice.
CONFIDENCE 70
IMPORTANCE 50
RELEVANCE 60
POSITIVE IMPACT
Vanguard Value ETF is recommended for its focus on value, quality, dividends, and buybacks amid strong free cash flow yield.
The ETF is attractive for its focus on value, quality, dividends, and buybacks, supported by strong free cash flow yield.
CONFIDENCE 75
IMPORTANCE 55
RELEVANCE 65
POSITIVE IMPACT
Consumer Staples Select Sector SPDR ETF is recommended for its exposure to resilient companies like PG, COST, and WMT.
The ETF is attractive due to its exposure to resilient consumer staples companies, providing stability in uncertain markets.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 70
POSITIVE IMPACT
Real Estate Select Sector SPDR Fund is recommended for its high-quality yield and low office exposure, reducing risk.
The ETF is attractive due to its high-quality yield and low office exposure, which reduces sector-specific risks.
CONFIDENCE 85
IMPORTANCE 65
RELEVANCE 75
POSITIVE IMPACT
Utilities Select Sector SPDR Fund is highlighted for its defensive characteristics and potential growth from AI-driven power demand.
The ETF benefits from the defensive nature of utilities and the expected increase in power demand due to AI.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80