In a recent The Wall Street Journal article, Jason Zweig correctly pointed out that 85% of active stock-picking funds and ETFs had underperformed their benchmark.
This week's commentary reflects a mixture of political, economic, and technical challenges facing investors. Let’s begin with the political landscape which continues to heavily influence sentiment.
Over the last few years, a handful of “Mega-Capitalization” (mega-market capitalization) stocks have dominated market returns. The question is whether that dominance will continue and if the same companies remain the leaders.
Experts from the third-largest ETF manager by AUM make their predictions regarding active, retail, and inheritances.
Bitwise's Matt Hougan goes in-depth on the debut of spot ether ETFs, explaining everything from how they work to the investment case for ether. VettaFi's Lara Crigger also covers the launch of spot ether ETFs and discusses the recent rotation into small cap stocks.
Regulators approved the first US exchange-traded funds investing directly in Ether, the world’s second-largest cryptocurrency, according to filings and statements from asset managers.
One was in the car with her family, the other had his phone off, when Jamie Dimon began dialing their numbers on a Saturday in January with a question: Could they run a Wall Street operation bigger than Goldman Sachs?
All eyes are on Alphabet Inc.’s earnings report to set the tone for how megacap technology companies fared in the second quarter.
Travel insurance is a game-changer. It can keep a physically and emotionally stressful travel experience gone wrong from becoming a financial disaster. But only if you have the coverage you need.
Efforts to plant more wheat have been stifled, which could potentially upset global markets, thereby pushing prices higher.
Amidst a widespread deterioration in the economic landscape, it is crucial to underscore the current detrimental roles of monetary and fiscal policy.
By starting the AI adoption process now and prioritizing education and training for their workforce, companies can better prepare themselves for the AI-driven future.
The stock market is not a balloon that gets bigger when money “flows into” it. It doesn’t get smaller because money “flows out” of it. Holding the number of shares constant, the stock market gets bigger if investors pay a higher price for those shares. Period.
Fed speakers will deny any notion that its monetary policy aims in part to help the government fund her debts. Regardless of what they say, we are already in an age of fiscal dominance. Monetary policy must consider the nation’s debt situation.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the PIMCO Active Bond Exchange-Traded Fund (BOND) with Chuck Jaffe of “Money Life.” The pair talked about several topics regarding the fund to give investors a deeper understanding of the ETF overall.
Artificial Intelligence has captured investor imagination. As more and more companies look to leverage new technology, investors need a broad understanding of the AI and robotics space.
Join the experts at VettaFi for a free educational webcast that will unpack how AI and robotics performed in the first half of 2024 with an eye toward opportunities in the second half.
The incorporation of artificial intelligence in the crypto space could push AI-focused exchange-traded funds even higher.
Despite the recent stock market slump that has some Wall Street pros bracing for a summer correction, respondents to Bloomberg’s Markets Live Pulse survey expect the latest round of corporate earnings to reinvigorate the S&P 500 Index.
The inflation picture is getting better but we still have too much of it. Inflation is going but not gone, and probably won’t be gone anytime soon. Today I’ll tell you why.
A seismic shift is taking place in corporate America as even more companies announce plans to relocate from blue states to more business-friendly jurisdictions like Texas.
Relatively high yields mean investors who have been focusing on short-term securities wouldn't need to sacrifice much yield if they chose MBS to help limit their reinvestment risk.
In this article, we look at three indicators from the past week: retail sales, industrial production, and the Conference Board’s Leading Economic Index (LEI). At first, these indicators might seem unrelated. However, they all have a role in predicting economic trends.
Now that a jobs crisis is weakening his hold on power, how serious is Prime Minister Narendra Modi about reviving India’s factories? We will know in next week’s budget, a chance to remedy a disastrous lurch toward protectionism.
Wheat and corn are the most actively traded grains in financial markets. But they can’t damage the global economy like rice. The staple for half the world is largely ignored by Wall Street, but it’s the one commodity that really matters for global food security.
Kinder Morgan Inc. (KMI) provided insight into natural gas demand and growth opportunities during the firm’s second-quarter earnings call.
Looking for a rate-sensitive ETF for rate cuts? This strategy is performing well over the last several periods per YCharts even before cuts.
Netflix Inc. extended its lead over the streaming competition, adding 8.05 million customers in the second quarter and raising estimates for annual sales and profit margins.
American Express Co. warned it’s planning to increase spending on marketing in the coming months after billings growth on the payments giant’s credit cards slowed in the second quarter.
Economists trimmed their US inflation projections through the first half of 2025 and see a slightly higher unemployment rate, a combination they expect will encourage the Federal Reserve to start lowering interest rates.
How’s this for an election trade? Sell your winners now so you have cash on hand this fall to do some aggressive buying as the political jockeying heats up.
According to some pundits, we had a bloodbath in the information technology sector yesterday, should you buy, sell or hold?
Issuance of green bonds surged in the first half of 2024. That could put more eyeballs on the VanEck Green Bond ETF (GRNB).
A Structured Protection ETF like CPRJ can offer robust tax benefits for investors seeking to move cash or get exposure to small-cap equities.
As Microsoft, Meta Platforms, chipmakers, and others prepare to report earnings, the AI-driven cloud and chip industries may continue to dominate the technology storyline.
Rachel Reeves is going to need some money. The UK’s new Chancellor of the Exchequer has inherited, she says, one of the worst sets of circumstances since World War II.
Copper headed for its worst weekly loss since 2022 and iron ore extended a slump toward $100 a ton as a policy meeting in China failed to lay out more stimulus to shore up metals demand.
Some previously high-flying chip stocks have retreated much more than 5% since the start of the third quarter.
Investors could be shifting to safer debt, which could outperform once the Federal Reserve starts cutting interest rates.
Portfolio Manager Daniel Siluk believes subsiding inflation and declining interest rates underpin a compelling argument for investors to reallocate funds away from money market strategies toward shorter-dated bonds.
Artificial intelligence is set to become a game changer for the electric power industry, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
As the U.S. evolved from a goods economy to a services economy, expansionary cycles more than doubled in length. But a recent resurgence in manufacturing may be taking us back to the future.
Welcome to the second installment of our new blog series, “Navigating Earnings Season,” where I examine the world of earnings reports from major companies — giants like JP Morgan and Pepsi, as well as niche players in various sectors.
Join the experts at Teucrium for a no-cost educational webcast on July 18th at 2pm ET and learn how you can use agriculture ETFs to position your model portfolios for inflation.
Discover what surprised markets in the second quarter of 2024 and understand the potential drivers of volatility for the third quarter.
Explaining Strong Returns in the Face of Value Headwinds.
Over three decades on Wall Street, Jim Covello has learned how painful it can be to bet against an inflating tech stock bubble. The market has a way of minting riches, month after month, even after it’s clear the latest breakthroughs aren’t playing out quite as expected.
Taiwan Semiconductor Manufacturing Co. lifted projections for 2024 revenue growth after quarterly results beat estimates, reflecting its confidence in the longevity of the global AI spending boom.
Blackstone Inc.’s real estate arm weighed on the investment giant’s second-quarter results, as high interest rates crimped property valuations and investors pumped less money into the business.
At some of the world’s biggest asset managers, ESG fund launches are quietly stalling.
The barbarians are back at the gates. Morgan Stanley and Goldman Sachs Group Inc. are confident that their most important clients are about to get active after a long spell on the sidelines and help goose the long-awaited revival in investment banking fees.
