Loading…
Loading…
The State Street Bridgewater All Weather ETF (ALLW) is an actively managed fund that employs a diversified, global approach to asset allocation. Its primary objective is to maintain robustness across a wide spectrum of market conditions, specifically designed to withstand challenging periods such as economic downturns and periods of elevated inflation. To achieve this, ALLW invests across a broad array of global asset classes, which may include both domestic and international equities, various types of bonds (including those linked to inflation), and exposure to commodities. A core tenet of…
Is ALLW's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
Prediction markets point to a divided Congress after November's midterm elections: Democrats retaking the House, Republicans holding the Senate. Key Takeaways: A divided Congress after the midterms may limit big legislation but not targeted policy moves.
Ray Dalio, the billionaire founder of Bridgewater Associates, is known for many things in the financial industry, including starting one of the biggest hedge funds in the world. He is also known for the All Weather Fund, which aims to do well in all markets.
State Street Bridgewater All Weather ETF applies Ray Dalio's risk parity framework, targeting equity-like growth with lower volatility than traditional 60/40 portfolios. ALLW is overweight bonds via futures, with embedded leverage and global diversification across equities and commodities, resulting in higher volatility than AOR. The ETF outperformed 60/40 portfolios during risk-off and recessionary periods but suffers deeper drawdowns when rates rise and commodities underperform.
Alternative ETFs and their growing role as portfolio diversifiers were the focus of this week's ETF Prime. Host Nate Geraci welcomed Cinthia Murphy, director of research at VettaFi, followed by Matt Bartolini of State Street Investment Management.
State Street Investment Management recently released its Midyear Outlook, and it captured the market's moment incredibly well, depicting an environment marked by both resilience and fragility. When we dive into the latest macro economic data, we see exactly that: a market that's anchored on solid fundamentals but that's also growing fragile as confidence wanes.