Our speakers will identify the risks and opportunities in each product type, providing guidance on what to expect under different market conditions.

Don’t look now, but markets are once again getting excited about the prospect of potential rate cuts. Following months defined by rising rates, investors are looking forward to inflation cooling sufficiently for the Fed to finally cut.

While Treasury inflation-protected securities (TIPS) may seem complex and daunting, it’s important to dive into their intricacies. After all, their current yields present an enticing opportunity and a compelling alternative to conventional Treasury bonds.

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.

VettaFi will be hosting an Alternatives Symposium tomorrow, November 28. We are covering a range of alternative topics.

This is an exciting time for artificial intelligence and robotics stocks, with many companies reporting and some major news announcements. This week, for the Disruptive Theme of the Week, I reached out to VettaFi’s Senior Research Analyst, Zeno Mercer, for an update on the latest developments in AI and robotics.

Exchange has assembled an impressive lineup of keynote speakers. The conference is just around the corner, with the financial services community gathering February 11-14 in Miami Beach. Here’s what to expect from the keynote speakers.

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.

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.

VettaFi CMO Jon Fee hosted Cole Feinberg, a BondBloxx partner, in an episode of “Road to Exchange.”

Year to date, the Russell 2000’s scant 1% gain is dwarfed by the S&P 500’s 18% gain. But that could be changing. After dominating much of 2023, large-caps could potentially step aside for small-caps to take the majority of gains.

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.

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.

Is the Federal Reserve nearing the end of its rate-hiking cycle? The U.S. central bank is giving investors mixed messages. The Fed has recently paused its rate hikes and said it would keep interest rates between 5.25% and 5.5%.

Using LOGICLY data, we look at two of Direxion’s leveraged gold miners ETFs and their key features.

Investing in the stock market typically brings to mind the strategy of buying low and selling high. However, there’s another, somewhat counterintuitive method some investors employ: short selling.

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.

Though inflation continues to cool, there remains a potentially longer road ahead to get to the Fed’s desired 2%. In an environment of uncertainty and elevated inflation, the inclusion of managed futures in a portfolio made a significant difference in the last few years as modeled by DBi recently.

Exchange is thrilled to announce another incredible keynote speaker. DoubleLine Capital founder Jeffrey Gundlach will join an already impressive lineup of Exchange speakers.

As we approach the final months of 2023, consumer strength has been somewhat mixed but has overall been running out of steam due to stubbornly high grocery prices and higher housing costs. Interestingly, consumers continue to spend on experiences like concerts, movies, and restaurants.

Confounding market and economic signals persist as the year’s end draws near. In a year punctuated by heightened uncertainty as investors attempted to navigate a confluence of risk factors, stock and bond correlations proved a significant challenge to traditional portfolios.

Gold has a longstanding reputation as an asset that holds its value during inflationary times. It also offers diversification benefits that can be useful in such conditions.

With news that inflation cooled significantly in October, rate hikes from the Fed may now be over. Consumer prices were flat in October, rising just 3.2% from 2022. That rise came in even slower than the year-over-year rise measured in September.

Advisor Perspectives, the premier digital publisher for the financial advisory profession and a recent addition to the fast-growing VettaFi lineup of research and educational offerings, today announced that it has been ranked as the most-read electronic newsletter among financial advisors for the fifth year in a row by Erdos Media Research’s Financial Advisor Media Outlook and Usage Study (FAMOUS).

Investors starved for yield since the great financial crisis can now have it merely by holding cash reserves. At least for now (as of November 8), the U.S. three-month Treasury Bill was yielding 5.4%, up from 0.50% at the end of 2021 and 4.4% at the end of last year.

The recent pause in interest rate hikes by the Federal Reserve could finally signal an end to monetary policy tightening. But fixed income investors can keep on reaching for high yield opportunities with a pair of active ETFs from American Century.

Third-quarter earnings announcements have almost come and gone, with yesterday being the last big burst of companies. Some key firms have yet to announce, like Nvidia and Walmart, but everything I’m seeing says it surpassed expectations.

As I write this, we’re just about three months out from kicking off Exchange 2024 in Miami, Florida. Obviously, I and the whole team here at VettaFi would love it if you came.

With the end of the year rapidly approaching, it’s time again to consider tax-loss harvesting opportunities. So, it may be an opportune time for investors to consider where they can best capture potential tax benefits.

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.

VettaFi’s Alternatives Symposium is set for Tuesday, November 28. VettaFi has been holding monthly symposiums that have become the go-to destination for advisors looking to get the best thought leadership on the market.

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.

New investors are overwhelmingly choosing ETFs as their investment vehicle of choice. Between June 13 and June 28, Charles Schwab conducted a comprehensive survey of 2,200 investors for its 2023 ETFs and Beyond Study.

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.

Rising interest rates and inflation have kept emerging markets (EM) bulls from charging. But an improving macroeconomic environment could potentially be underway after the Federal Reserve’s recent rate pause.

For this edition of Bull vs. Bear, Nick Peters-Golden and James Comtois debate whether this is truly the year active ETFs turned pretty.

In this article, using data from LOGICLY, we will look at some of VanEck’s gold-related ETFs to see how the fund’s performance benefitted from the recent rally and look at how the funds have performed against the S&P 500 in the short-term and long-term.

Geopolitical factors and higher-for-longer interest rates have taken the steam out of 2023’s equities rally the past few months. But the recent rate pause could clear the path for gains in the S&P 500 for the remainder of the year.

Are interest rates finally taking their bite out of the economy? Friday’s news that hiring had slowed certainly adds to the case. Markets have anticipated a slowdown and the impact of rate hikes for months now.

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.

Interest rates have been rising and yields have followed the same path. So traders bullish on bonds have essentially been seeing a repeat of 2022’s weakness. However, the recent pause in rate hikes by the Federal Reserve could bring more bulls back.

Given the response from China’s highest leadership levels, a fast recovery is preferable. The second largest economy will have to do this without a heavy influx of financial aid from the government. It would have to rely on measured steps in policy adjustments.

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.

Advisors face a number of challenges in current markets, given risks and stock and bond correlations. They must grapple with how to invest smartly as well as keeping their clients invested in the traditional 60/40 portfolio.

Tesla’s stock has fallen 20% the past month as bears continue to apply pressure following the electric automaker’s Q3 earnings report. A Tesla turnaround or more selling will provide enough volatility for traders unsure of which side to take, which is where leveraged exchange-traded funds (ETFs) can help.

More investors are turning to active management for their fixed income exposure. In a poll conducted by VettaFi, a third of respondents have more than half of their fixed income exposure tied to active management.

It has been several weeks since ether futures ETFs have launched with little fanfare in early October. But since then, the crypto ETF market has seen several significant events which has caused the price of bitcoin to rise to near $35,000.

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.

Ultimately, October was a positive month in several different areas for the precious metal. It saw an increase in not only its price but also investor engagement on VettaFi digital properties. On top of that, a pair of gold miner ETFs saw a bump in their performance.