Join the experts at State Street Global Advisors, Potomac, and Stringer Asset Management for an overview of the 2025 outlook and set yourself up for success in the new year.
Let’s take a look at five of VettaFi's articles that significantly resonated with the community in 2024.
Join the experts at Grandeur Peak Global Advisors for an educational webcast exploring how to approach the small cap space.
Join the experts at Goldman Sachs Asset Management for a thorough discussion of the key topics, themes, and investment ideas that can help position portfolios for success in 2025.
The macroeconomic overview presents ambiguity. In the face of U.S. elections, falling rates, and a host of trends that could shape the market, investors need to find a smart approach.
This election has heavily featured trade and tariffs. The impact on the U.S. economy and markets could be significant. How should investors position their portfolios?
Join the experts at Tema ETFs for an educational webcast that explores the investment implications of trade policy, deglobalization and reshoring.
Today is Veterans Day. My father served in the army during the Vietnam War. He lives in Long Island, New York, and I am proud of his service.
Investors have embraced U.S. midcap equity ETFs in 2024, with the investment style gathering $19 billion of new money as of early November.
Join the experts at VettaFi and Invesco for a comprehensive webcast focused on optimizing your portfolio’s income sleeve with a lower volatility strategy tailored for the current rate environment.
Digital assets offer investors an ever-expanding range of attractive investment solutions, including crypto-equities, early-stage startups, spot ETFs, and more. With the rapid proliferation of products in the space, developing a strategic approach to investing is crucial.
Join the experts at Invesco for an educational webcast exploring strategies and ETFs for tax optimization.
Join the team at Neuberger Berman as they explore how options may be used to diversify income streams and monetize market volatility while maintaining exposure to gains.
Strong returns in US equities over the past decade have led many investors to reduce their allocations to emerging markets equities. Yet, for investors focused on capturing growth, emerging markets may present a new frontier by which to participate in the next wave of global economic evolution. Emerging markets equities can provide exposure to transformative forces such as digitalization, productivity enhancements, shifting cultural norms, and rapid urbanization. These dynamics are not just shaping the future of emerging economies; they are laying the groundwork for growth and innovation.
Investors have been embracing actively managed fixed income ETFs in 2024. The latest suite of active ETFs to catch my eye are from State Street Global Advisors.
he 2024 US presidential election is still months away and already entrenched as one of the most eventful in the country’s history. What started as a historic contest between the current president and former president has evolved into a flurry of poll-changing, momentum-shifting developments.
The exclamation mark: President Biden’s late-cycle decision to withdraw his candidacy. But behind the sensational headlines and endlessly debated storylines, we see a few core tenets at the center of this year’s battle of the ballot box. They hold implications for all of us—as investors and voters.
High-dividend-yielding equity investments are likely to get closer looks in the fourth quarter after strong recent performance.
Credit is an often-overlooked asset class. But the current outlook shows lots of opportunities in credit for advisors. Given today’s volatility, active management could also help investors find the right opportunities at the right time.
Join the experts at Simplify Asset Management and Asterozoa Capital Management to unpack how investors can benefit from an actively approached credit strategy.
Gold is seeing record prices, and while exposure to gold can be useful to a portfolio, it could behoove some investors to look at gold miners instead. Gold miners are well positioned to capitalize on the recent surge in interest in gold.
Join the experts at REX Shares for a free educational webcast and learn all about gold and gold miners.
Join the experts at Swan Global Investments for an educational webcast on how an active approach to hedged equity can mitigate risk in volatile times and capture growth opportunites.
Join the experts at Goldman Sachs and explore how municipal bonds could boost your portfolio.
Market expectations and FOMC projections for rate cuts have diverged at different times. Investors remain uncertain about the timing and pace of Fed moves. Spreads are tightening, and setting your fixed income portfolio up for success presents unique challenges and opportunities.
Last week, the BlackRock Target Allocation Team reduced their equity exposure and reduced some growth allocations in favor of value.
The BlackRock Flexible Income ETF (BINC) launched less than 15 months ago and is already approaching $4 billion in AUM.
Actively managed ETFs continued to gain traction in July with $24 billion of net inflows. This represented 19% of the industry’s net inflows.
Buoyed by the Magnificent Seven, the first half of the year saw strong results for investors. But there are headwinds on the horizon — Fed policy changes, geopolitical tensions, and other factors that could impact market results.
Join the experts at State Street Global Advisors, Astoria Portfolio Advisors, and Clark Capital Management Group as they explore three takeaways from State Street Global Advisor's Midyear ETF Market Outlook: diversifying away from the Magnificent Seven, optimizing income through short-term core and credit, and positioning for macro volatility through real assets.
Advisors and investors that want to try to outperform can still gain some diversification benefits using concentrated ETFs.
In mid-July, VettaFi's webcast asked what advisors were concerned about. “Market valuation” topped the list of choices with 56%.
In June, Capital Group added seven new actively managed products. Its executives were in New York last week to ring the NYSE closing bell.
Join the experts at Pinnacle Dynamic Investments as they unpack a unique active strategy that leverages a systemic, rules-based selection process to pick a concentrated pool of stocks, and then deploys a risk management algorithm to protect the investment in the event of high market risk.
Artificial Intelligence has captured investor imagination. As more and more companies look to leverage new technology, investors need a broad understanding of the AI and robotics space.
Join the experts at VettaFi for a free educational webcast that will unpack how AI and robotics performed in the first half of 2024 with an eye toward opportunities in the second half.
With numerous question marks heading into the year, 2024 appears to have shown surprising resilience. Has the Fed truly stuck the soft landing? Is AI still in the early innings? Is the labor market back to normal?
Join the experts at State Street Global Advisors, Horizon Investments, and GLOBALT Investments for a wide-ranging webcast that will unpack what investors can expect in the second half of 2024.
To better help their clients, advisors must understand the landscape of options-based ETFs. Many investors are seeking high monthly income, but some options funds can erode principal or come with less tax efficiency.
Join the experts at NEOS Investments for a free educational webcast that explores the world of options-based ETFs and how they can best be leveraged for client success.
Taking on credit risk but not interest rate risk has been relatively rewarding to ETF investors thus far in 2024.
Join the experts at Goldman Sachs Asset Management for a free educational webcast on ActiveBeta – a factor based approach to investing.
With 2024 continuing to see uncertainty, advisors need strategies to help address hard-to-predict markets. Join Fidelity Investments Institutional Portfolio Manager Michael Hagopian for this 30-minute LiveCast to hear how Fidelity’s Enhanced ETFs are constructed to identify both traditional and non-traditional long-term drivers of risk and return to achieve a differentiated, low-cost source of potential alpha.
As you look toward the second half of the year, how can you help your clients achieve desired outcomes? Combining traditional factors could help potentially enhance risk/return profiles of equity portfolios over time, through a variety of market outcomes.
Join the experts at Fidelity Investments and discover how you can seek to prepare your portfolio for potential success in the second half of 2024.
VettaFi has recently been named as a finalist for a Wealth Management award for our Expanded Research Offerings.
Midstream is a unique part of the energy sector, in part because of their fee-based business models. This has allowed the midstream to generate free cash flow despite the volatility in broader commodities pricing. Midstream companies have strong free cash flow outlooks, and dividend growth has contributed to some tailwinds.
Last week, the SEC approved the initial regulatory filings for spot ethereum ETFs to trade on various U.S.-based exchanges.
Join the experts at Texas Capital for a free educational webcast and learn all about how quality governance in the midstream space could help round out your portfolio.
India is rapidly digitizing while undergoing a demographic shift that could create a tremendous growth opportunity for investors with the foresight to take advantage. As India’s equity markets thrive and population becomes increasingly digital, investors have a rare opportunity.
While I don’t miss covering multiple earnings calls in a day, I appreciate how quarterly updates impact the returns of equity ETFs.
Weight loss treatments have recently seen huge breakthroughs with the rise of GLP-1 drugs such Ozempic and Wegovy. As more than one billion people living with obesity-related conditions seek to improve their lives, investors now have an ETF opportunity to invest directly in the burgeoning weight loss drug market expected to reach $100bn of annual sales by 2030.
Join the experts at Swan Global Investments and learn how you can mitigate risk, generate income, and capture return.
Investors using covered call strategies, which buy stocks and sell call options, face a critical trade-off: Selling call options in exchange for premiums provides an attractive source of income but caps appreciation potential.
Tune in to hear about a covered call strategy based on daily call options. This strategy seeks to improve this trade-off, allowing the fund to seek high income, target S&P 500 returns over the long term, and potentially capture returns traditional covered call strategies may sacrifice.
While S&P 500 index-based ETFs were down 4% in April, they remained positive for the year. We believe as more institutional and retail investors turn to ETFs, these products will further swell in size.
Join the experts at Goldman Sachs Asset Management to learn all about a strategy that combines core index exposure with an actively managed options strategy that could help generate monthly income, reduce volatility, and provide a diversifying source of yield.
A "higher for longer" interest rate environment has generated plenty of yield for savvy investors, but as the Fed prepares to potentially lower rates, figuring out how to approach the curve is critical.
Join the experts at Eaton Vance for a free webcast unpacking today’s complicated fixed income environment.
During an upcoming LiveCast, T. Rowe Price and VettaFi will outline key considerations for the current market environment and highlight actionable portfolio strategies financial advisors can use to help their clients navigate the conditions ahead.
As investors continue to digest economic data in early 2024, several opportunities in various sectors have surfaced. Incorporating a diverse range of themes, spanning from income-generation to smart-beta and factor investing to alternative strategic options, can potentially help investors achieve their investment goals.
Join Invesco and VettaFi for a webcast that will cover key investment themes aimed at assisting financial professionals diversify and help enhance client portfolios in 2024.
