Recent developments may just offer advisors and investors fresh pathways with which to attain higher yield in 2025.
Municipal bonds were a hot topic at last week’s VettaFi Fixed Income Symposium — more than I expected them to be.
The past few weeks have been challenging for the Magnificent Seven stocks and the broader AI equity complex.
Investors are increasingly moving into active ETFs from mutual funds, as the ETF structure may offer numerous benefits over mutual funds.
Last week’s economic data reflected resilience and uncertainty. Key indicators pointed to ongoing expansion.
Alex Mackey of MFS delved into the active bond strategies underpinning MFSB and MFSM in the recent Q1 2025 Fixed Income Symposium.
Broadcom looks to build off last year's strength, which should give bullish traders another year of potential gains.
A look at our most widely read articles for January reveals a motley crew, ranging from thought pieces on best practices for managing your advisory firm to explorations of the potential for stock market disaster.
VettaFi discusses tariffs and transportation ETFs.
2025's complex market environment lays the groundwork for active bond strategies to potentially shine, according to MFS and AllianceBernstein.
After a record year of net inflows in 2024 for fixed income ETFs and ongoing demand for mutual funds, interest should remain strong. However, with a new administration, fiscal and monetary policy could be different. We are excited to hear from bond experts across the asset management landscape about how investors should be positioned for the months ahead. We plan to talk about active management as well as index based strategies.
Many market observers are forecasting leadership from active fixed income exchange traded funds this year.
The ETF industry reached a significant milestone on Wednesday, as there are now over 4,000 ETFs trading at the same time.
Mortgage-backed securities and MTGP’s steadiness against the backdrop of Fannie/Freddie privatization talk could be seen as a positive.
In the case of bond ETFs, it was a strong year in 2024, and key areas could be touch points for investment opportunities.
Economic indicator SPDR S&P 500 ETF Trust (SPY) fell 1.01% last week while the Invesco S&P 500® Equal Weight ETF (RSP) was down 0.53%.
Economic indicators provide insight into the overall health and performance of the economy. They are closely watched by many.
Fixed income comes into 2025 on the heels of an explosive 2024. But with 2025’s landscape shifting, investors need guidance.
Tech leaders gathered at the White House to announce Stargate Project, a new venture that plans to invest $500 billion over the next four years on AI infrastructure and datacenters.
Two months from now, the ETF community of advisors and industry folks will come together. The Exchange conference kicks off in Las Vegas on March 23.
Raw data needs sophisticated infrastructure to drive AI innovation. Snowflake provides critical infrastructure provider for the AI age.
Investor appetite for growth really is something to behold.
Earnings season is in full swing. The bulk of the bottom-line boost is slated to come from financials, communication services, and tech.
VettaFi examines midstream EBITDA growth guidance for 2025 and future years.
The pairing of active management and fixed income could be as important as any time in recent memory.
For this edition of Bull vs. Bear, the VettaFi writers debate the case for using sector ETFs to make bets on the new market regime.
Friday’s rip-roaring jobs report has pushed the betting markets to price in a single rate cut for the entire year of 2025.
The threat of tariffs is ramping up ahead of the inauguration of President-elect Donald Trump. This is pushing up silver and copper prices.
Uncertainty with regard to interest rate policy warrants an active management strategy inherent in the Vanguard Short Duration Bond ETF.
Active fixed income could stand out in 2025, with active offering a way to refresh bond portfolios and allocations.
Every new year brings with it a new opportunity to stop for a moment, revisit resolutions, and refresh outlooks.
Markets are coming off back-to-back gains of more than 20% each on an annual basis. The chances of a hat trick in 2025 are slim to none.
Gold certainly had a great 2024, but 2025 is already shaping up to be an opportune year to build up more exposure through ETFs.
With 2024 in the books, market participants now know that the tech-heavy Nasdaq Composite Index surged about 85% over the past two years.
2024 certainly saw cap-weighted strategies outperform equally weighted alternatives, but that could very well change this year.
It’s important that investors remember to rebalance their commodity ETF exposure, particularly as equity ETFs had a strong year in 2024.
For 2025 and beyond, a few particular global and industry trends can offer attractive long-term returns for advisors and investors alike.
Despite a lackluster 2024 for most bonds, investors with an eye on the long-term time horizon could reap future benefits.
Enrollees in Medicare Advantage may end up paying steep costs for specialty care that doesn't meet their healthcare needs, advisors shared.
We’ve published the most widely read articles for 2024 in the investing and practice management categories, but that leaves out quite a few memorable pieces we've shared this year. You may want to check them out!
As is our custom, we conclude the year by reflecting on the 10 most-read practice management articles over the past 12 months. Enjoy!
We’re continuing the Advisor Perspectives tradition of highlighting the most-read investing articles for 2024. Enjoy!
Despite the expectation of rate cuts, a push-pull dynamic could exist if high inflation continues, opening the door for short-term bonds.
The Exchange Team is full of gratitude for our sponsors and the community coming to the 2025 financial services conference.
VettaFi discusses the significant improvement in MLPs over the last decade.
Newly released research from State Street Global Advisors breaks down why financial advisors are embracing model portfolios more this year.
Short-term bond exchange-traded funds (ETFs) can provide yield seekers with a viable alternative to money market funds.
Time to refresh before 2025? The 2025 global market outlook offers compelling opportunities abroad, with the active ETF TOUS a route therein.
At some, point a steepening yield curve will result, leading to yield opportunities for long-term bond exchange-traded funds.
“Should I hire a financial advisor?” people often ask Jon Fee. The answer is never “No.” But sometimes the answer is “Maybe.”
