Mid-2025 is approaching, and exchange traded fund demand continues its robust growth. Last year was a landmark year for the ETF industry, with industry net inflows for the first time surpassing $1 trillion and one ETF exceeding $100 billion in net inflows.
Last week's economic data painted a picture of broad cooling across several sectors, with consumers pulling back significantly on spending.
Mid-2025 is approaching, and ETF demand continues its robust growth. Last year was a landmark year for the ETF industry.
On Monday, Tortoise Capital expanded its fund library with the launch of the Tortoise Energy Fund (TNGY). Formerly a mutual fund, the Tortoise Energy Fund is now an ETF available on the New York Stock Exchange.
CoinShares collated data from the first-quarter SEC 13-F filings to reveal bitcoin ETF trends. While institutional investors decreased their holdings for the first time since spot bitcoin ETFs launched, advisors actually increased their exposure quarter-over-quarter.
The fund shines through as a prime option worthy of consideration among the vast alternatives present in the muni market. With their rare combination of credit quality and yield, munis are offering fixed income investors prime benefits in a still-uncertain bond environment.
A growing body of evidence suggests the differences between private and public equity may be more a matter of perception than reality.
Last week’s economic signals showed cautious optimism and renewed concern. Inflation saw a slight uptick in May.
Rampant uncertainty and ongoing market volatility in 2025 have done little to dampen the ETF industry, with innovative launches ongoing.
Fears of an impending recession may be fading, but economists are still expecting tepid GDP growth for the year.
Global markets may be more rattled than ever, but advisors can count on closed-end funds to offer yield, portfolio diversity, and more.
With tariff news providing constant equity market fluctuations, the case for bonds becomes more compelling. The added uncertainty also punctuates the need for an active management strategy, which one particular Vanguard ETF offers.
Today, Vanguard released its newest bond fund, the Vanguard Multi-Sector Income Bond ETF (VGMS).
Integrating volatile and illiquid assets into the ETF structure is something to be avoided, Doubleline CEO and CIO Gundlach said.
Advisors looking to add or enhance existing gold exposures in their portfolio have a range of strategies to consider within the ETF vehicle.
Robotics was one of the earliest examples of a disruptive technology. It enjoyed some time in the investment community limelight. But it was rapidly usurped by other innovative technologies, including AI.
Markets may be fretting over Federal Reserve policy and economic soft landings, but a handful of momentum ETFs have quietly been stealing the show. Across the array of factor funds, momentum has performed best this year.
Increasing investor preference for actively managed strategies continues in this year’s tumultuous environment. With active ETFs taking increasing market share, advisors and investors have ever-expanding choices when looking to augment existing passive exposures.
The ETF market saw a noticeable slowdown of new products launched in May; however, innovation continued to be a driving force.
For four decades, the USA has relied on debt-financed consumption and a service-heavy economy to mask an unsustainable model.
Given the large pool of options available to fixed income investors in the bond market, the ideal option given the current economic uncertainty is still Treasuries. With that, Vanguard has three options worthy of consideration for any portfolio.
Early signs of diminishing economic activity and inflation could be a harbinger for bond prices to rise. If so, consider taking advantage of a potential bond rally with a pair of ETFs from Vanguard.
Value stocks and related ETFs have been decent performers of late. They’ve been generating buzz for a group of equities that long trailed growth stocks. Enthusiasm for value could earnestly be reborn. If so, investors should take that as a reminder to be judicious regarding evaluating value ETFs.
Closed-end funds can offer stable income streams, but also have some benefits over ETFs when it comes to fund structure.
Treasuries have been the default go-to safe haven bonds during times of heavy market volatility. But with Moody’s recent downgrade, an opportunity for mortgage-backed securities (MBS) exists.
Mortgage rates last week climbed to their highest levels since the beginning of the year on elevated economic risks. With markets still hopeful of at least one interest rate cut in the second half, the real estate sector stands poised to bounce back in a lower rate environment.
Treasury floating rate notes and ETFs like the WisdomTree Floating Rate Treasury Fund (USFR) are often seen as beneficial tools to fixed income investors when yields on U.S. government debt are rising.
With the private equity market plagued by uncertainty and volatility, it's more important ever to locate compelling long-term opportunities.
Every year, a large number of ETFs launch in December, aiming to get the benefit of a fresh calendar year of performance.
Many investors have underweighted high yield bond ETF strategies in recent years, satisfied with the opportunities found in other segments of the fixed income market.
There could be a silver lining in the volatile clouds hovering above the bond markets. Investors may want to give municipal bonds a closer look given their sound fundamentals.
Index ETFs have evolved beyond merely providing passive exposure to the market, with a new generation of factor ETFs utilizing complex rules-based methodologies to beat benchmarks.
A monumental week of announcements from Google, Microsoft, and Anthropic signals a strategic shift from standalone AI models to integrated “AI agents” that can act on a user’s behalf.
Mounting concerns regarding growing U.S. government deficits and a volatile tariff policy create a challenging backdrop for U.S. bonds.
Actively managed ETFs pulled in approximately 40% of the industry flows through the first four months of 2025. These ETFs tap into professional expertise, which has been helpful in the volatile market environment. The latest model allocation changes made by BlackRock’s team will help more ETF-minded advisors have greater access to active strategies.
From an energy perspective, while the trade dispute with China initially impacted oil prices and raised concerns about oil demand (mirrored across tariff discussions), the direct effect on midstream has been limited.
Given the headwinds Target has faced this year, many advisors were not expecting to hear good news at the retailer’s latest earnings call.
For many of us, ETFs have been synonymous with passive management.
The market narrative appears to change on a dime these days. Stocks may have staged a comeback to recoup almost all their post-“Liberation Day” losses. But the bottom line on the fixed income market hasn’t changed all that much.
One of the biggest stories in the ETF market in 2025 has been the nonstop impressive asset-gathering pace of the Vanguard S&P 500 ETF (VOO).
Tariffs, inflation, geopolitical tensions, and other factors continue to feed into market uncertainty for even safe haven assets like Treasuries. As such, investors could be giving riskier emerging market (EM) bonds a second look.
This year’s turbulent market environment underscores the value proposition of actively managed strategies. Active ETFs may offer diversification benefits, a responsiveness to changing market environments, and a depth of fundamental research above and beyond that of their passive peers.
Innovative ETFs are making waves as investors look for fresh ways to navigate a market marked by rapid growth and ongoing volatility.
With the latest Target earnings report coming in weaker than expected, advisors might want to reassess how they gain exposure to the company.
In an investment landscape dominated by market-cap-weighted benchmarks, the Barron’s 400 ETF (BFOR) offers a different path through GARP.
Bitcoin was launched in 2008. It was the following year when it was initially used as an actual currency.
Major gauges of investment-grade corporate bonds were stung by the April bout of volatility that permeated the bond market.
While equities are on their way to recovering January 1 levels, enhanced volatility lends itself to active ETF strategies this year.
Alternative ETFs, which package exposures like commodities and digital assets, have experienced record-breaking adoption in the past year.
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