Year-to-date, the largest exchange traded fund dedicated to real estate investment trusts (REITs) is saddled with a small loss, while the S&P 500 is higher by about 15%.
When it comes to large- and mega-cap stocks benefiting from the artificial intelligence (AI) craze, Alphabet (NASDAQ: GOOG), Microsoft (NASDAQ: MSFT), and Nvidia (NASDAQ: NVDA) are among the obvious choices.
With the Fed’s tightening on monetary policy and the constant threat of a recession looming, policymakers and advisors are closely monitoring economic indicators because the data can ultimately impact business decisions and financial markets.
Thanks to NVIDIA stock, the ETF is now up over 50% YTD — and it could keep climbing, as investor interest in AI continues to heat up.
Over the past 12-24 months of rate hikes, short-term and ultra-short-term bond ETFs have served income-seeking investors well. But as interest rates continue to rise, exposures farther out on the curve have begun to offer attractive yields, too.
Approval of a spot bitcoin exchange traded fund in the U.S. is one of the most widely anticipated and delayed events in the roughly three-decade history of the ETF industry.
This weekly update tracks some of the largest cryptocurrencies by market share: bitcoin and ether. We’ve also included XRP, as it was one of the largest cryptocurrencies when this article began.
Todd Rosenbluth appeared on TD Ameritrade to discuss artificial intelligence in advance of VettaFi’s upcoming August 30th AI Symposium.
This year has been the year of innovation, with artificial intelligence (AI) all the rage. Yet, many advisors are focusing on other investment styles to round out client portfolios.
With so much uncertainty remaining around the Fed’s rate cycle and the potential for recession, many investors are beginning to look toward international equity markets for the means to build income. Yields continue to look attractive for international dividend ETFs, in particular.
In 2023, it’s fair to say that artificial intelligence (AI) is one of this year’s most captivating investment themes. Add to that, from the perspectives of adoption, applications, and investing, AI is still in its infancy. This indicates market participants will be hearing about it for years to come.
Artificial intelligence is one of the most controversial topics across many fields. Though many see AI has a critical tool for improving productivity and increasing efficiency, there are also concerns. Artists and other creatives have raised questions about how AI could be stealing their work.
For this edition of Bull vs. Bear, Elle Caruso and Karrie Gordon discuss the likelihood of continued strong returns for semiconductor ETFs.
Data extracted from all of VettaFi’s digital properties from the data and analytics tool Explorer indicate that investor interest in real estate ETFs has remained steady in the past three months. VettaFi’s LOGICLY tool allows us to examine some of the leading ETFs in the U.S. real estate space.
The yield on the 10-year note ended August 11, 2023, at 4.16%, the two-year note ended at 4.89%, and the 30-year at 4.24%.
VettaFi head of research Todd Rosenbluth appeared on Yahoo! Finance to discuss ETFs with unexpected demand — including AI-focused ETFs.
For experienced and novice investors, there are myriad complexities associated with environmental, social, and governance (ESG) ratings and scoring.
For this edition of Bull vs. Bear, Karrie Gordon and Nick Peters-Golden discuss the case for trading in the old 60/40 portfolio for an alts augmented 50/30/20 portfolio.
Broader domestic equity benchmarks turned in impressive showings through the first seven months of the year. A significant portion of that bullishness comes thanks to large- and mega-cap growth stocks.
Each year, I head to the woods of Maine for an event called “Camp Kotok.” Over the coming week or so, I’ll be sharing some videos of conversations I had with attendees while there (and also pointing to coverage from other attendees, as well).
After a rush among issuers to file for spot bitcoin ETFs, followed shortly by a rush to file for ether futures ETFs, the environment for crypto-related ETFs looks significantly different from early 2023 when several crypto ETFs announced closures.
This article takes a look at a long-term perspective on Treasury yields as of the July 31, 2023 close. The chart below shows the 10-year constant-maturity yield since 1962 along with the Fed funds rate (FFR) and inflation.
After an unprecedented pause that started in March 2020, student loan repayments will finally resume in October 2023.
July was an impressive asset-gathering month for ETFs. Much of the heavy lifting was done by the industry’s largest ETFs.
It’s no secret that we are currently in a high interest-rate environment. The Federal Funds rate, the benchmark rate in the U.S. set by the Federal Open Market Committee (FOMC), currently sits between the range of 5.00% and 5.25%.
Evan Harp sat down with Dr. Preston Cherry to discuss financial psychology, how it differs from behavioral finance, and how advisors can benefit from incorporating it into their practices.
Todd Rosenbluth appeared on Bob Pisani’s “ETF Edge” to discuss AI ahead of the coming AI Symposium.
Due to the energy-intensive nature of the bitcoin mining process, many consider miners and the digital currency itself detractors to environmental, social, and governance (ESG) and sustainability objectives.
This year in the six months through June 2023, ETF expenses fell just 0.001%, one-fifth of what we would have expected based on the drops over the previous five years, when asset-weighted ETF expense ratios fell by over 0.01% per year, on average, as depicted in the chart below.
While younger investors have taken a growing interest in artificial intelligence, advisors are cautioning individuals against using AI. They’ll use a do-it-yourself approach in hopes of gaining an investing edge.
Investors can use gold as part of a short-term strategy to hedge against volatility, inflation and weakness in the dollar. Over the long term, it can serve as a portfolio diversifier, providing uncorrelated returns.
BondBloxx Investment Management continues to grow at a rapid pace in a short time. The fixed income specialist has exceeded $2 billion in assets under management. The firm achieved this milestone shortly after reaching $1 billion in AUM in April.
We think advisors and end clients should dig deeper than a fund’s expense ratio to understand the exposure provided. For example, while IEMG has exposure to South Korean stocks, SPEM is like VWO and does not own them.
European equities have been attracting interest from U.S. investors who may be nervous about the future of domestic markets and looking to diversify by investing overseas. Two of the largest ETFs covering developed markets in Europe have pulled in billions in assets during 2023.
Investors are paying close attention to China, Japan, and India ETFs lately, according to VettaFi’s Explorer data and analytics tool. Interest in non-U.S. economies is high as investors look for more ways to diversify their portfolios.
TCW is the latest well-established asset manager poised to enter the ETF business. But unlike some of its peers, TCW is going the acquisition route. Today, TCW announced it is buying the Engine No. 1 ETF business.
Commodity ETFs have seen a significant dip in financial advisors' interest and YTD flows in 2023.
It is no secret that the biggest virtual event of the summer is the coming July 24 Fixed Income Symposium. Here’s why advisors can’t afford to miss this event.
Economic indicators are released every week to help provide insight into the overall health of the U.S. economy. In this article, we examine indicators from the past week, such as inflation, that shed light on both inflationary trends and sentiment within the market.
Home country bias means that investors may be overlooking international bonds. Certainly, the flows into U.S. fixed income ETFs dwarf the flows into international bond ETFs. That could be a missed opportunity.
Using LOGICLY’s data and analytics platform, this article looks at the top funds in the equity asset class that have brought in the most assets YTD.
Wealthy market participants are flocking to this asset class in a significant fashion. Investors that have waded into the cryptocurrency space in incremental fashion and those building currently-small grubstakes may find this encouraging.
VettaFi’s Fixed Income Symposium, happening on July 24th, is fast approaching. The symposium will bring together industry thought leaders.
In general, compounding refers to the process of something growing or accumulating over time, by successively building upon previous growth. Think of compounding like a snowball: It starts small, but as it rolls downhill, it becomes gigantic.
The Securities and Exchange Commission (SEC) could finally change its tune regarding spot Bitcoin exchange traded funds. A notable rally in the largest cryptocurrency fueled speculation. And data indicate large institutional players are increasing their Bitcoin holdings.
To provide some insights into what is going on with AI, we use data pulled from LOGICLY to gain an in-depth perspective on the three-month performance of the two largest AI-focused ETFs.
In this article, we will explore the performance and characteristics of key ETFs representing the semiconductor and technology categories, respectively, using advanced data analytics tools provided by LOGICLY.
Drawing on data from LOGICLY, this article will dive into the Treasury ETFs that boast the highest YTD inflows, shedding light on some of their standout features and key characteristics.
Economic indicators are released every week to help provide insight into the overall health of the U.S. economy. In this article, we cover three of the most important economic releases from the past week: the BLS employment report, job openings, and labor turnover (JOLTS), and the ADP employment report.
VettaFi’s coming Fixed Income Symposium is timed to go live just days before the next FOMC meeting. The Symposium goes live on the 24th and the next FOMC meeting is scheduled for July 25th – July 26th.
