The January debuts of spot bitcoin ETFs in the U.S. have figured prominently in the cryptocurrency’s ascent this year. However, experienced crypto investors know that the upcoming quadrennial halving is likely playing a significant role in Bitcoin’s 2024 bullishness.
This week, more than 400 members of the Women in ETFs (WE) organization gathered to celebrate the group’s 10th anniversary. The New York City event was just the latest opportunity for community members to exchange ideas and learn together.
With the future of the economic environment remaining uncertain, investors are reevaluating what factors to prioritize when seeking large-cap opportunities.
Since their inception, exchange traded funds (ETFs) continue to grow their market share and popularity with investors. The tax efficiency for which they are known comes down to three primary mechanisms from which the vehicle wrapper benefits.
Is now the time to get back into REITs? Media headlines may have previously dissuaded investors from real estate, but the landscape is changing.
The ongoing narrative around the strength of large-cap equities will continue to center around forthcoming rate cuts. Once the Federal Reserve receives the economic data it needs to loosen monetary policy and hit its inflation goal of 2%, it could propel growth-oriented large-cap stocks into the stratosphere.
Investors appear increasingly optimistic regarding equity performance in the second half. However, frothy markets continue to create challenges this quarter and advisors looking to find opportunities within equities this year don’t want to miss the recent 2024 Equity Symposium hosted by VettaFi.
With a quarter of 2024 in the books, investors have been closely watching key inflation and interest rate trends.
If 2023 was the year of the mega cap tech stock, 2024 may see SMIDcap stocks rise to new prominence. While key names in the “Magnificent Seven” remain big players, strategies that look for SMIDcap opportunities could appeal. Valuations are such that investors may want to consider new approaches.
Any sliver of news that feeds into the higher-for-longer interest rates narrative will be an unwelcome guest for tech bulls. For traders looking to feed off bearishness, it’s an opportunity to take advantage of inverse exchange traded funds (ETFs).
For decades, the tech sector wasn’t viewed as a prime source of equity income. But that’s changed for the better in recent years, and that positive evolution is ongoing.
The U.S. stock market has done so well that many investors may have forgotten about the rest of the world. Emerging markets, however, have a case to get back into investors’ portfolios.
With the end of the free money era, fundamentals and management quality matter more now than they did in the 2010s, underscoring the role of active ETFs.
Equity markets recovered in 2023 and ETF investors have been reengaged in recent months. Demand for equity ETFs has accelerated both for a core allocation and more tactical exposures. With so many equity ETFs to choose from, it is important to dive into the drivers. We plan to cover broad US and international strategies as well as more targeted smart beta, thematic and active strategies. Position your client portfolios for 2024 after hearing from industry experts.
The field of noncryptocurrency blockchain usage cases are expanding rapidly. That brings with it some potentially alluring investment implications.
On Sunday, the Invesco Nasdaq 100 ETF (QQQ) turned 25 years old. The more than $250 billion ETF is the fifth largest ETF behind three S&P 500 ETFs and one even broader U.S. equity ETF.
Tomorrow is the day! VettaFi’s Equity Symposium will offer critical thought leadership and guidance as the economy enters the second quarter.
Taking advantage of yields now before the Federal Reserve loosens monetary policy has caused investors to scramble for bond exposure amid record issuance in 2024. Prospective investors looking to add core exposure to their portfolios can consider a pair of ETFs from Vanguard.
Among the larger ETF providers, few have product stability like Vanguard. When changes do occur, that’s worthy of celebration. Last week, some of Vanguard’s fixed income leadership was in New York to help close the stock market at the Nasdaq. VettaFi was honored to join them.
Looking for a way to play potential 2024 rate cuts? Federal Reserve Chair Jerome Powell recently reiterated that the central bank plans to cut rates this year.
The potential for a soft landing continues to grow as the Fed indicates rate cuts later this year. A soft landing could cause further tightening in credit spreads, while a divergence from market expectations could lead to sudden widening.
Perhaps the biggest “known unknown” this year is the nature of the Fed’s rate cuts. Once again, this week, Fed Chair Jerome Powell shared that the Fed is looking to cut rates this year. The nature and amount of those cuts, however, will have a significant impact on markets.
The Nasdaq-100 Index (NDX) is often viewed as the territory of high-octane technology and communication services stocks. While that’s true, investors should also consider the benchmark’s exposure to consumer equities.
Record issuance in bonds to start 2024 is now showing up in the sales numbers. In the case of corporate bonds, record issuance in January was met with record sales in February as the scramble to lock in yields is spurring bond buyers to act.
There are at least two certainties regarding Indian stocks. First, equities in that country have been the stars among major emerging markets for several years.
One of the widely cited catalysts pertaining to bitcoin is supply. Only 21 million of the digital coins can be mined. And thanks to quadrennial halvings, the next of which is slated for April, it gets harder to mine the cryptocurrency.
Actively managed ETFs continue to gain traction. After a strong 2023, active ETFs gathered 34% of the net inflows in the first two months of 2024. Impressive for an asset category that still represents 6% of overall industry assets.
It is earnings season in music land, and some exciting growth trends are emerging among companies involved in the global music industry. At the forefront of the industry has been renewed interest in live music in the post-pandemic environment.
The active ETF TCAF has crested $1 billion in AUM in just nine months. Emblematic of a strong year for active ETF investing, the T. Rowe Price Capital Appreciation ETF (TCAF) added nearly $500 million in flows over the last three months alone.
Among the G7 countries, the U.S. economy and its inflation rate, for that matter, are impressive. But when factoring other large economies into the equation, India is the dominant force.
The Equity Symposium is just a week away. Advisors can earn free CE credits and hear from industry experts and thought leaders on March 13th.
Amid a 2023 market rally, exchange-traded fund (ETF) inflows had a banner year, putting the mutual fund industry further on notice that ETF popularity continues to grow exponentially. Furthermore, the move toward ETFs should increase investor exposure to active funds that focus on bonds.
Spot bitcoin ETFs have been in focus for the financial services community for the first two months of 2024. Last week at the New York Stock Exchange (NYSE), the executives behind the largest of these ETFs, the Grayscale Bitcoin Trust (GBTC) helped open the stock market.
Many fixed income investors have started venturing out in duration in portfolios. When interest rates are cut, high-quality duration could serve as an important hedge for a bond portfolio.
After a stellar 2023, the magnificent seven are mixed through the first two months of 2024. Nvidia (NVDA) is on a breathtaking pace higher while Microsoft (NASDAQ: MSFT) is up 10%.
The markets these days have been especially sensitive to economic data, as any indication of weakness could mean rate cuts may finally be close. That, in effect, should also push the S&P 500 to even higher heights.
The Equity Symposium on March 13 is shaping up to give investors critical insights into the equity space. This free event will provide CE credits. VettaFi is fresh off the smashing success of Exchange and continuing to provide the insights investors need to navigate today’s complicated environment.
OpenAI leader Sam Altman made headlines earlier this month, touting a semiconductor project requiring trillions of dollars.
Investors continue to turn to low-cost core taxable bond ETFs in 2024. The Vanguard Total Bond Market ETF (BND) and the iShares Core Aggregate Bond ETF (AGG) gathered $2.5 billion and $2.1 billion, respectively, as of late February.
This week bitcoin prices reached over $60,000 — the highest level since November 2021. Since the launch of spot bitcoin ETFs in early January, demand continues to pile on. So far the nine new spot ETFs (ex-GBTC) have seen over $7 billion in net inflows.
Bitcoin has long been referred to as “digital gold.” In what would likely amount to good news for the cryptocurrency and related spot ETFs launched in January, at least one expert believes bitcoin could eventually wrest market share from the yellow metal.
Thanks to artificial intelligence (AI) and investors still holding out hope that rate cuts will happen at some point, global equities are marching higher. That rally could eventually spill over into other assets like international bonds.
The Nasdaq-100 Index (NDX) is higher by 6.7% year to date. That confirms tech stocks remain in strong form. Still, some market observers are concerned valuations in tech and other high-growth sectors are becoming somewhat frothy.
The next bitcoin halving – the process through which mining of the cryptocurrency becomes more difficult – is about two months away and will officially arrive when 840,000 blocks is reached.
A retreating dollar is exactly what gold needed to put the precious metal back into the investment spotlight. Hotter-than-expected inflation in January pushed the yellow metal below the $2,000 mark. But it has been rising again with geopolitical factors providing tailwinds along with a weaker greenback.
This week, VettaFi hosted a webcast in partnership with Swan Global. The educational focus was on the challenges of achieving sustainable income and the benefits of an options-based strategy.
On the lookout for some new ETFs? Active ETFs had a great year in 2023 and are off to a hot start in 2024. The question, then, is how to choose from a growing list of strategies. One powerful heuristic for assessing ETFs — tech analysis — can help.
The S&P 500’s drive toward a record high could have Europe equities following right behind it. As such, traders may want to consider European equities as a latent move if the S&P keeps pushing to higher highs.
There are more than 200 ETF providers in the $8 trillion U.S. ETF market, but I’m intrigued by a recent entrant’s ambitions. In December 2023, Themes ETFs introduced 11 ETFs.
Covered call ETFs and strategies remain in focus. The JPMorgan Equity Premium Income ETF (JEPI) gathered $13 billion in 2023, despite rising just 10% in value.
