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.
Yesterday, before the Super Bowl kicked off, VettaFi hosted an ETF game show at the Exchange conference in Miami. As part of the ETF Study Hall, we brought together the ETF community to help share information about some equity, fixed income, commodity, and even spot bitcoin ETFs.
Foreign policy is not all that foreign. That’s a key message from Dr. Richard Haass. He is President Emeritus, Council on Foreign Relations and Senior Counselor for Centerview Partners. Dr. Haass will also be at the Exchange conference in Miami on Monday.
In this interview, Dr. Richard Haass discusses geopolitical competition, global challenges, national security and why it's important for Americans to understand these topics on a deeper level.
Energy infrastructure companies are well known for their income potential. Importantly, their yields do not fluctuate with interest rates. For investors looking for other sources of income when interest rates fall, energy infrastructure bears consideration.
At the Exchange conference, I will not be wearing a football jersey and looking over my Super Bowl squares. Instead, I will be on stage asking ETF experts (and my friends and fellow nerds) trivia questions in a quiz show game.
On Super Bowl Sunday, hundreds of advisors will gather at the Exchange conference. The conference does not officially kick off (had to do it) until Monday morning. However, many will join VettaFi and industry friends for an ETF study hall Sunday between 1-5 p.m.
Robotics continue to see growth as an investment theme. With AI developing rapidly, the future for robotics and automation is bright. But what is the best way for advisors to capture the potential growth in robotics?
Join the experts at Exchange Traded Concepts and VettaFi for a deep dive discussion on robotics, AI, automation, and factories. Learn how to incorporate these surging themes into the growth sleeve of your portfolio.
To celebrate the pending Exchange conference, VettaFi and some key industry partners were at the Nasdaq MarketSite to help ring the opening bell last week. Exchange will be the industry’s largest ETF-, and most valuable advisor-focused, conference.
While 2023 was the year of Fed rate hikes, the fixed income market is expecting 2024 to be the year of rate cuts. At the December 2023 meeting, the Federal Reserve’s own guidance was for three 25 basis point reductions in 2024.
The BlackRock U.S. Equity Factor Rotation ETF (DYNF) is approaching its fourth birthday. The active ETF outperformed the S&P 500 over the past one- and three-year periods.
Following approval of spot bitcoin ETFs, many believe bitcoin could be increasingly important in the future. The ETF wrapper adds much needed accessibility transparency, and liquidity, giving investors an opportunity to take advantage of all that crypto has to offer.
Join the experts at Invesco and Galaxy to learn all about the latest sensation in investing and discover how this opportunity can help your portfolio.
January 2024 is likely to be remembered for the strong launch of 10 new spot bitcoin ETFs and the uplisting of the Grayscale Bitcoin ETF (GBTC).
I’m a big fan of ETF product development, but sometimes the choices can be overwhelming. For example, on our ETF Database platform there are approximately 90 ETFs offering high yield bond exposure.
The long-awaited spot bitcoin ETFs are trading after a decade of waiting. So now the ETF and advisor community has some available brain capacity to look forward. In a month, many will be in Miami, Florida to kick off the Exchange conference. I can’t wait.
As we look ahead to 2024, the macroeconomic backdrop remains volatile and challenging. Inflation is still above central bank targets, developed world GDP growth is slowing, recession risks are high, and geopolitical risk is on the rise. Volatility creates opportunity for investors, however.
Join Macquarie Asset Management’s investment experts for an interactive discussion, answering some of the biggest questions on investors’ minds as we kick off the new year.
Energy infrastructure has enjoyed tailwinds in recent years from solid free cash flow generation and positive dividend trends. Will 2024 bring more of the same? Join the experts at VettaFi and SS&C ALPS Advisors for a webcast covering the midstream/MLP outlook for 2024.
Many of us were prepping for year-end (or on vacation in Belize, in my case) in December. However, index providers were hard at work to ensure certain ETFs fully reflected the investment criteria advisors have come to expect.
Join VettaFi's Dave Nadig and Todd Rosenbluth for an Exchange orientation. Learn all about the benefits of attending the conference and how weeks and months’ worth of business can be condensed into a few short days in the beautiful Miami Beach sun. Sign up to learn more about Exchange 2024.
The ETF industry is buzzing as long-awaited spot bitcoin ETFs are likely to get the green light from the SEC in the coming days. We expect trading of multiple products to begin soon after.
After a year when advisors were relatively cautious about taking on credit risk, sentiment seems to be shifting.
In 2023, investing in growth was highly rewarding. We all heard about the Magnificent Seven Stocks that kept climbing higher throughout the year.
It’s exciting times in the ETF industry. For example, we might be headed for a photo finish in the ETF leader board. As of December 15, two ETFs stood above the rest.
It’s been the year of active equity ETFs, the year of covered call ETFs, and a year when growth and quality has mattered most in the equity market. All of this is now clear from the year-to-date net inflows and fund performance records.
It’s the time of year when you look back at all that’s been accomplished. VettaFi’s covered strong net inflows into fixed income ETFs, covered call funds, and many, many, many new product launches. But VettaFi also accomplished a lot as a firm.
The winter holiday season is here, and I wanted to join in the festivities. Recently, advisors have become more comfortable turning to active ETFs to help them and their clients navigate the uncertain market environment. Actively managed ETFs have gained traction in 2023.
A year ago, I’m pretty sure I had little idea what artificial intelligence (AI) was and what it could become. While there were a few related ETFs, AI was just another one of the long-term investment themes.
With more than 3,000 ETFs to cover and many new ones launching each month, it is easy to forget. For many people, S&P 500 Index-based ETFs remain the core of their portfolio. Heading into 2024, these products topped the latest monthly flow leaderboard.
Even with $2.4 trillion in ETF assets spread across more than 400 ETFs, there’s a pending offering from BlackRock that caught my eye.
Many advisors and investors in 2023 have turned to fixed income ETFs with an average duration of less than one year. Taking on very little interest rate risk through duration has been rewarding as well.
VettaFi will be hosting an Alternatives Symposium tomorrow, November 28. We are covering a range of alternative topics.
Fixed income ETF demand has been strong in 2023 led by Treasury ETFs. However, advisors have been rewarded by turning to alternatives in the fixed income space, such as those focused on the collateralized loan obligations (CLOs) market.
The S&P 500 has rallied in recent days and was up close to 20% for the year. However, heading into 2024, many advisors are exploring a range of investment ideas that offer exposure beyond the stock market.
I find for many the same is true with ETFs and capital gains. However, the ETF pie continues to expand with newer investors each year. The persistent lack of a capital tax gain burden simply for holding onto an investment is worthy of celebration.
Goldman Sachs Asset Management has seen strong net inflows in 2023 into its broad market equity ETFs and its income ETFs. Today, the firm expanded its exchange traded fund lineup to include two equity income ETFs.
We are focusing a lot of attention on fixed income at VettaFi in October. This week, we are hosting webcasts with AllianceBernstein and State Street Global Advisors.
Active ETFs have gained in popularity in recent years. However, some pundits have prematurely taken out their shovels for some funds. Even as these products show signs of vitality.
The third largest ETF recently reached the age of 13. Yes, the Vanguard 500 ETF (VOO) is now Taylor Swift’s lucky number. (Am I one of the first people to use Ms. Swift and Vanguard ETFs in the same sentence?)
Muni bond ETFs gathered $6.3 billion in the first nine months of 2023. However, a healthy $1.4 billion flowed in during September alone. According to Columbia Threadneedle, there is good reason to focus on the asset category.
However, $22 billion moved into fundamentally weighted equity index ETFs, while dividend and momentum ETFs had outflows. This is sizable and warrants some added attention.
Advisors have choices to face with their fixed income allocation. Should they take on credit risk to be rewarded with a high level of income? What about taking on interest-rate risk and owning longer-duration bonds?
