Commentary

Monetary Tightening Might Boost Bitcoin, Says Crypto Expert

It might be hard to believe after the crypto winter of 2022, but monetary tightening by global central banks could be supportive of Bitcoin upside.

Commentary

Tax Loss Harvesting Is No Longer Just for the Ultra Wealthy

Ultra high net worth investors have been using direct indexing to reduce their annual tax bill for years. But thanks to breakthroughs in technology and the ability to buy fractional shares, direct indexing has become more accessible.

Commentary

Why ESG Investing Still Matters

Environmental, social, and governance policies and investing have become targets of political derision. That doesn’t dampen the need for corporations and governments to pursue agendas tied to climate change and diversity, equity, and inclusion.

Commentary

Hedge Fund Manager Sees Opportunities in International Equities

When it comes to sheer equities performance over the last 30 years, there’s no denying the United States compared to the rest of the world. However, that could be changing according to one hedge fund manager.

Commentary

Beyond AI: Reasons to Believe in Technology Stocks

Artificial intelligence (AI) is widely viewed as the fuel for the rocket known as growth and technology stocks in 2023. While there is truth to that notion, there’s more to the story. Including the “magnificent seven” cadre of mega-cap growth names that are powering the market higher this year.

Commentary

Despite Fund Managers Exiting Emerging Markets Assets, Opportunities Exist

Fund managers have been avoiding emerging markets (EM), especially when it comes to China. However, that doesn’t mean there aren’t opportunities that exist.

Commentary

4 Essential Tips to Growing Your Practice

To survive, businesses must grow. Growing your practice is important in all fields, but it is particularly critical for financial advisors. Without growth, advisors risk falling into a rut and becoming stuck. Here are four tips that can help you grow your practice.

Commentary

Higher Rates Might Not Dent Tech Stocks

Many view growth stocks, including tech stocks, as sensitive to rising interest rates. Last year confirmed this thesis. That script has been flipped for the better this year as technology ranks as one of the best-performing groups in the S&P 500 despite multiple rate hikes by the Federal Reserve.

Commentary

What You Might Have Missed at Yesterday’s Equity Symposium

Yesterday’s Equity Symposium brought together industry thought leaders. Attendees were treated to actionable information. Additionally, the panels presented cutting-edge thinking around equities.

Commentary

The Importance of Valuations in High Concentration Markets

Given concentration risk, understanding what a strategy and portfolio owns is more important than ever in current markets.

Commentary

The Rise of Active ETFs: 3 Experts Weigh In

ETF Trends interviewed three sources about active ETFs, why financial advisors are opting for these investment solutions for clients, and how these factors have changed in recent years. Each source responded to the same questions in their respective interviews.

Commentary

Gaining Leveraged Exposure to Gold

In State Street Global Advisors’ recent Gold ETF Impact Study, the firm reported that “36% of surveyed investors don’t invest in gold because they don’t know enough about the ways that they can invest in gold.”

Commentary

Looking to Large-Caps: Where Do We Grow From Here?

The biggest growth companies continue to increase their concentration in major equity indexes this year. It’s not surprising that investors are starting to rethink their exposure to large-caps, given concentration risk and ongoing market uncertainty.

Commentary

Thematic ETF Trends to Watch Entering 2024

Thematic ETFs have come a long way since they made their full debut in the ETF ecosystem.

Commentary

The Case for Mid and Small-Cap Stocks Right Now

Just about 10 “mega-cap” firms have driven more than 80% of the S&P 500’s growth in 2023. For some, that’s proven to be a source of robust returns, but that statistic also means heightened concentration risk for everyone.