Research Outline

Investment Fund Options

Goals

To find a collection of funds that could be ideal for investing specific to the following scenarios: US stock market crash (broad) , US student debt bubble bursting, EU debt crisis, and Growing EU populism.

Early Findings

US Stock Market Funds

  • According to MarketWatch, these funds are good for investors looking to guard against a stock market crash: Direxion S&P 500 Bear 1X Shares, AdvisorShares Ranger Equity Bear ETF, Pimco Enhanced Short Maturity Active ETF, Vanguard Short-Term Inflation Protected Securities ETF, and iShares Gold Trust ETF.

US Student Loan Asset Backed Funds

  • Data from the Holdings Channel website the shows that the top positioned funds with Student loan asset-backed (SLAB) securities are FMR, LLLC, Black Rock, and Vanguard.

EU Debt

  • IPE Real Assets mention that UBS Global Asset Management and LaSalle Investment Management are both active within the European debt market — especially real estate debt.

Growing EU Populism

  • Fund selectors in Milan were surveyed whether Brexit had led them to change their investment strategy. Perhaps reflecting the delay, more than half (56 %) said they now did not expect Brexit to have any impact on their portfolios. This contrasts sharply with fund selector surveys taken in other European cities prior to Britain’s scheduled departure on March 29 when most attendees said they were rejigging their portfolios in preparation.