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Advisor Perspectives May 20 Issue

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According to Andy Martin, what is one possible screening question for new ETFs?

Does the ETF make it easier to invest in hard-to-invest markets?

Is the ETF expensive?

Does the ETF have an open end date?

Is the ETF a great idea?

What is one reason that return forecasts are important (i.e. CAPE)?

The estimate of returns determines your need to take risk

It is helpful when used with error in the forecast

Return forecasts are not important

The level of complexity should be high

What is David Blanchett's problem with the inflation cost of living adjustment to SPIAs?

It is very expensive compared to plain vanilla nominal annuities or fixed increases

They don't accurately estimate inflation

They have a higher payout

They are hard to purchase

Despite being "risk-free", what is one risk to investors regarding treasuries?

They can earn less than the rate of inflation

Credit risk

Interest and princpal will not be paid on time

The federal government may default on them

How do Bodie and Cotton frame their argument in favor of CPI-adjusted SPIAs?

Begin with the real annuity as the risk-free asset and then consider the additional payout that is implied by inflation exposure

Nominal annuities are risk-free

They are much more inexpensive

Inflation risk is negligible

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