Investing in high-quality businesses that generate high and durable profits has added value through various market environments. Quality firms have capital discipline and are thinking long term, providing steady and robust returns. Today, with uncertainty high, Quality investments can mitigate risk and protect capital.
Join the experts at GMO and VettaFi for a webcast that digs into the benefits of Quality and outlines a strategy that seeks to invest in companies with a track record of success at attractive valuations.
With equity markets open just a half day, the day after Thanksgiving is usually a noneventful day in financial markets. However, something notable did occur last Friday: Bitcoin jumped to its highest prices in 18 months.
There are clear intersections between artificial intelligence (AI) and cloud computing. But for some reason, the latter has been an afterthought as the former has flourished in 2023.
It might feel as though enthusiasm surrounding artificial intelligence (AI) and the related investment theme has waned in recent months. Actually, the opposite is true.
With 10-year Treasury yields having retreated noticeably in recent weeks, there’s a sense that things could be turning for the better in the bond market. Should that sentiment prove accurate, it could invite renewed risk appetite in select corners of the fixed income space.
Join VettaFi and some of the pioneers of options-based ETFs from NEOS Investments, for a webcast digging into the next generation of options-based income strategies that pursue income as the outcome with an emphasis on tax efficiency.
The quality of financial advice on social media platforms such as Instagram and TikTok is up for debate. But it’s not debatable that many younger investors turn to those platforms for investing advice. They also use those platforms to voice their opinions on specific stocks.
With less than two months left in 2023, this maybe another disappointing year for broad-based ex-US developed market equity funds. This includes a slew of passive exchange traded funds.
One of the most frequently mentioned criticisms of Bitcoin mining is that it’s energy-intensive. Making that matter worse is that the industry is a massive consumer of fossil fuels, arguably inviting that criticism.
here is a world of opportunity in global markets that can help investors achieve a well-diversified portfolio. More than 40% of the world’s equity market and 60% of the world’s investment grade bond market are outside the US.1 While returns for any individual country are unpredictable, capturing returns from countries across the globe can help improve expected returns and provide the potential benefits of diversification.2
Dimensional Fund Advisors is a global asset manager with $618bn in AUM3 and more than 35 years of experience investing in global markets. In this session, we’ll hear from Dimensional investment and thought leadership experts Wes Crill, Senior Investment Director and VP, and Althea Trevor, Senior Investment Director and VP, as we discuss the potential benefits of global investing and explore case studies of how flexibility can add value to international and emerging markets portfolios.
Pay enough attention to small-cap stocks and ETFs as of late and it’s easier for even novice investors to identify at least two prominent points.
The US equity market climbed higher in the first nine months of 2023, but many advisors are bracing for more volatility and are on the lookout for enhanced income. A pair of new ETFs might be just what client portfolios are in need of. Join the experts at Goldman Sachs Asset Management and VettaFi for a webcast on ways to obtain consistent income and participate in equity market returns.
Amid soaring interest rates in the U.S., third-quarter issuance of ESG, sustainability, and related debt declined. But annual issuance of such debt is poised to be elevated — a theme that could carry over into 2024.
Amid hopes that a spot bitcoin exchange traded fund or multiple versions of that product will soon debut in the U.S., the digital currency is on a torrid pace in 2023.
Join JoAnne Bianco, CFA of BondBloxx Investment Management, and Paul Matlack of Macquarie Asset Management for a discussion on the compelling case for active high yield strategies. Over the last 26 years, the U.S. high yield market has experienced wide variations in returns across sectors, a trend we anticipate persisting. This volatility presents an opportunity for investors to strategically navigate high yield industry sectors, capitalizing on market inefficiencies and trends. Learn more from experienced fixed income managers at BondBloxx and Macquarie Asset Management to elevate your bond portfolio.
With today’s higher interest rates, it can be tempting for investors to sit on cash or cash equivalents. However, there are strategies that can generate income and outpace the yields of cash.
Join the experts at Nuveen and VettaFi as they discuss how advisors can position the income sleeve of their clients’ portfolios to help meet their current needs.
Deep dive into the next market regime, shielding against risks, and safeguarding your investments in a highly anticipated webcast featuring Kevin O’Leary, renowned investor and TV personality.
Over the past seven days, bitcoin has surged more than 20%. That’s a bull market unto itself. It’s also one fueled by speculation that the SEC will soon approve ETFs with spot bitcoin exposure.
Emerging Markets represent tremendous exposure opportunities for investors – but there are regions that are best avoided. For nearly a decade, Rayliant Global Advisors has encouraged emerging markets investors to remove China from the rest of their EM allocation. Investors and issuers are starting to listen.
Join the experts at Rayliant Global Advisors and VettaFi for a webcast that digs into the emerging markets space.
With 10-year Treasury yields hovering around 4.84%, the flirtation with 5% is ongoing and dangerous, spooking many fixed income investors in the process.
While environmental, social, and governance criticism remains elevated (and loud) and interest rates are affecting the performance of the related equities and exchange traded funds, ESG-committed investors can find relief on multiple fronts.
Ethereum serves as the platform for transactions conducted in the digital currency known as ether. It is widely known as the second-largest crypto asset behind Bitcoin.
For the 90 days ending October. 20, the S&P 500 Energy Index jumped 6.1%, while the broader S&P 500 slumped nearly 7%. Due in part to geopolitical concerns, oil prices are trending higher, providing support to the energy equity thesis.
Some investors are rightfully pensive about employing a buy-and-hold approach when it comes to cryptocurrencies. Even when it comes to the largest members of the asset class, bitcoin and Ethereum.
ESG isn’t a new concept. In recent years, it’s gained more attention and assets thanks partly to the proliferation of related ETFs.
A recent surge in bankruptcies and defaults by high-yield issuers is unnerving some fixed income investors. Bond investors, particularly those seeking elevated levels of income, are rightfully jittery.
Join VettaFi as they host two pioneers in the options-based ETF space from NEOS Investments for a webcast digging into strategies that can help investors seek monthly income and tax efficiency across their core portfolio exposures.
With oil prices trending higher, among other factors, market participants are bracing for a renewed round of elevated inflation. That could stoke renewed interest in traditional inflation-fighting asset classes, but investors may not want to overlook the ability of Bitcoin to act as inflation protection.
Among U.S.-based original equipment manufacturers (OEMs), Tesla (NASDAQ: TSLA) has a sizable, significantly profitable lead over the “big three” in the electric vehicle space, but on a global basis, the industry is evolving and close to a major inflection point.
Broadly speaking, large- and mega-cap tech stocks are far from bear market territory. But the Nasdaq-100 Index (NDX) closed 6% below its 52-week high last Friday.
With the widely followed Markit iBoxx USD Liquid High Yield Index down almost 3% over the past month and in the red on a year-to-date basis, this might not be one of those times.
Following last year’s calamity in the bond market, it’s not surprising that advisors and investors are looking for new avenues through which to source income. That search is leading many market participants to options-based exchange traded funds, including covered call ETFs.
Undoubtedly, artificial intelligence (AI) is a disruptive technology. That implies some sectors and industries will be purveyors of disruption, while others could be adversely affected by it.
Join the experts at VettaFi and NEOS Investments for a 30-minute LiveCast exploring innovative approaches to income generation.
Prices of bitcoin and ethereum haven’t done much to spark enthusiasm in recent weeks. That lethargy could be belying significant appreciation potential.
Preferred stocks are what’s known as hybrid securities, meaning the asset class displays both equity and fixed income characteristics.
Small-cap stocks and related exchange traded funds are taking a back seat to large-cap counterparts this year. The Russell 2000 Index has shed almost 5% over the past month. However, some market observers remain constructive on smaller stocks.
Generative artificial intelligence (AI) is the form of artificial intelligence that’s generating the most buzz this year. Its applications in media/content generation and video, among other related uses, is making life easier and more efficient for scores of freelancers and gig workers.
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.
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.
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.
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.
In arguably quiet fashion, active managers are performing admirably in 2023. An impressive percentage of active equity and fixed income funds beat their benchmarks in the first half of the year.
Managing a portfolio is about more than finding investments that do well – it’s about minimizing expenses as well. Advisors need to leverage tax-efficient investment strategies to help client’s reach their goals.
Join the experts from MUSQ, LLC and VettaFi as they discuss a first to market ETF with broad exposure to a rapidly growing industry.
As the artificial intelligence (AI) investment thesis continues evolving, one benefit accrued by investors will be that it becomes easier to identify winners and losers.
Bitcoin, the largest cryptocurrency by market value, is mired in a slump. The decision in the Greyscale case stoked optimism that the SEC will eventually, finally approve spot bitcoin ETFs. Still, the bitcoin slump has erased all of the upside generated by the court ruling.
Join VP of Research, Tim Urbanowicz, CFA and Director of Investment Strategy, Tom O’Shea, CFA as they delve into the investment process behind Innovator's seven strategic model portfolios, shedding light on how advisors can leverage these models to efficiently incorporate Defined Outcome ETFs™ into their business and drive scalability.
Why is now the time to consider investing in U.S. high yield bonds? At today’s yield levels, high yield bonds may generate income that few other fixed income exposures can match, with lower expected volatility than equities.1
Join JoAnne Bianco, CFA® and Ben Morris of BondBloxx for a discussion on opportunities with high yield bonds and why it’s essential to invest with precision in this asset class.