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.
Join the experts at VettaFi for a free LiveCast on April 22nd @ 10am ET and deepen your understanding of this exciting, unique investment theme.
Inflation concerns are top of mind again, with consumer prices and producer prices rising higher last week.
Advisors are using sector and industry ETFs to combat concentration risk and position for macro variables.
Join the experts at State Street Global Advisors for a free webcast that unpacks how sector and industry investing can help diversify today’s portfolios.
In the first quarter of 2024, fixed income investors turned to investment-grade corporate bond ETFs.
In the next webinar, T. Rowe Price, and VettaFi will outline key capital market considerations for the current market environment and highlight portfolio strategies to help financial advisors plan positions for the conditions ahead.
Actively managed equity ETFs are gaining traction in 2024. Consider active management on small caps and their ETFs.
The ETF marketplace is always in a state of flux. Understanding the opportunities and mitigating risk are essential to a healthy portfolio. A disciplined, active approach can help clients focus on the right opportunities at the right time.
Join the experts at Fidelity Investments to hear all about the latest risks and opportunities in the market and how their new Fundamental ETF suite can potentially help your clients grow their portfolios.
Join our discussion to review this research and how a highly active approach may be the antidote to the dilemma, led by Swan Global Investments and O’Shares Investments , hosted by VettaFi’s Todd Rosenbluth.
The ability to personalize and scale your practice is at hand. Here is how AI can power your practice.
Even after high demand in 2023, quality-focused investments are popular again in 2024.
This week, more than 400 members of the Women in ETFs (WE) organization gathered to celebrate the group’s 10th anniversary. The New York City event was just the latest opportunity for community members to exchange ideas and learn together.
On Sunday, the Invesco Nasdaq 100 ETF (QQQ) turned 25 years old. The more than $250 billion ETF is the fifth largest ETF behind three S&P 500 ETFs and one even broader U.S. equity ETF.
Among the larger ETF providers, few have product stability like Vanguard. When changes do occur, that’s worthy of celebration. Last week, some of Vanguard’s fixed income leadership was in New York to help close the stock market at the Nasdaq. VettaFi was honored to join them.
Actively managed ETFs continue to gain traction. After a strong 2023, active ETFs gathered 34% of the net inflows in the first two months of 2024. Impressive for an asset category that still represents 6% of overall industry assets.
Golfers and investors are interested in the same thing: results. But navigating market events, or a tricky par 5, requires balancing risk and reward. Like selecting the proper club, appropriate asset allocation is crucial when seeking success and reaching investors' desired long-term outcomes. That's why often overlooked mid caps present exciting opportunities for investors.
Join the experts at State Street Global Advisors to learn about the opportunity mid-cap ETFs provide and hear golf legend Tony Finau discuss his winning mindset and approach to balancing risk and reward for long-term success.
Spot bitcoin ETFs have been in focus for the financial services community for the first two months of 2024. Last week at the New York Stock Exchange (NYSE), the executives behind the largest of these ETFs, the Grayscale Bitcoin Trust (GBTC) helped open the stock market.
Register now to join Matt Norton, AB’s CIO for Municipal Bonds, and Municipal Portfolio Manager Daryl Clements as they discuss how to best position muni portfolios in today’s environment.
Investors continue to turn to low-cost core taxable bond ETFs in 2024. The Vanguard Total Bond Market ETF (BND) and the iShares Core Aggregate Bond ETF (AGG) gathered $2.5 billion and $2.1 billion, respectively, as of late February.
This week, VettaFi hosted a webcast in partnership with Swan Global. The educational focus was on the challenges of achieving sustainable income and the benefits of an options-based strategy.
Join the experts at Defiance ETFs and learn all about how options funds work, and which options funds might make the most sense for your portfolio.
There are more than 200 ETF providers in the $8 trillion U.S. ETF market, but I’m intrigued by a recent entrant’s ambitions. In December 2023, Themes ETFs introduced 11 ETFs.
Join the experts at Swan Global Investments and discover options-based solutions that can provide sustainable income for your clients regardless of Fed policy.
Covered call ETFs and strategies remain in focus. The JPMorgan Equity Premium Income ETF (JEPI) gathered $13 billion in 2023, despite rising just 10% in value.
Even if you have not heard of the Magnificent Seven stocks as a group, you likely know the companies. The Magnificent Seven comprises Apple (AAPL), Microsoft (MSFT), Amazon.com (AMZN), Nvidia (NVDA), Meta Platforms (META), Tesla (TSLA), and Alphabet (GOOG/GOOGL).
Higher for longer. This was the key message to me from advisors and ETF industry folks at the Exchange conference when talking about fixed income.
Join the experts at Kurv Investment Management and discover a unique covered call strategy that seeks monthly income while maintaining exposure to single stocks which typically offer little to no income opportunities.
It is no secret that fixed income has been going through unusual times. Investors seeking to capitalize on opportunities and avoid obstacles need to have a robust understanding of the fixed income outlook for 2024.
Join SS&C ALPS Advisors, VettaFi, and Gibson Smith of Smith Capital Investors for a detailed look at the state of fixed income going into the new year.
The just-concluded Exchange conference brought together more than 1,800 people on-site in Miami. The advisor and ETF community came together to learn from one another and industry experts.
