India currently boasts the title of ‘fastest growing major economy in the world’ for the second year running. Yet many indexes and ETFs that focus on emerging markets are flawed and fail to capture the real growth potential.
Join VettaFi and EMQQ Global as they unpack why India is “the perfect emerging market” and share a unique strategy focused on the internet and ecommerce as the most transformative sector of the future economy.
I have been arguing for almost a year now, here and elsewhere, that US consumer price inflation would become sticky after a period of favorable disinflation going into the end of 2023. Wednesday’s hotter-than-expected data release, the third in a row, is evidence that this scenario is indeed unfolding.
On March 8 of this year, BlackRock announced its agreement to acquire the remaining equity interest in SpiderRock Advisors, LLC, a leading provider of customized option overlay strategies in U.S. wealth markets – a move that builds on BlackRock’s minority investment in SpiderRock, made in 2021, and reinforces BlackRock’s commitment to personalized separately managed accounts.
Led by President and Chief Investment Officer Eric Metz, SpiderRock Advisors is a Chicago-based asset management firm focused on providing customized option overlay strategies to investors. The company excels in innovating options strategies, making them a vital asset class for institutions and advisors. By combining technology with comprehensive derivative management expertise, SpiderRock Advisors is committed to making it easy for financial advisors and institutions to add option overlay strategies to their portfolios. SpiderRock Advisors manages approximately $5 billion.
A third consecutive month of higher-than-expected inflation data dealt a double-barreled blow to Joe Biden’s political prospects ahead of November’s election, exacerbating concerns voters could punish him over high prices and delaying hopes for Federal Reserve rate cuts the president has predicted.
Your mother likely imparted valuable investing lessons you may not have known. With Mother’s Day approaching and bullish market exuberance present, such is an excellent time to revisit the investing lessons she taught me.
Signs that inflation has yet to release its grip on markets have simmered for weeks. Now they’re boiling over after Wednesday’s hotter-than-forecast consumer price index sent stocks and bonds reeling.
On August 24, 2021, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, built three portfolios for dividend income with different objectives. In this video, Chuck will do an update on dividend Model Portfolio Number 2 to see how it’s performed.
Not even an uptick in inflation or lofty stock valuations could keep the bulls at bay. Here are some of the popular ETFs in the first quarter.
Meta Platforms Inc.’s record-breaking, artificial intelligence-fueled rally has added $1 trillion in market value since its darkest days of 2022, and yet by some perspectives it’s still trading at a discount.
Some big technological innovations promise to make people more productive, but a four-day work week will not be the norm anytime soon. And legislation imposing it over the next four years would harm the economy.
Negotiation is an essential part of buying or selling a home. But for nearly a century, there’s been one part of the process where haggling doesn’t fly: the 5% to 6% standard commission charged by US realtors.
As the CTO of a leading fintech provider, our team is rewriting our rulebook for partnering in the age of AI.
Research from various scientific fields suggests that many of our fears about death are unfounded or exaggerated.
Apple makes around 90% of iPhones in China. From a supply chain perspective, this is better than where Apple stood a few years ago when it made all its iPhones there.
Rising economic policy and geopolitical uncertainty may favor higher quality fixed income in this election year.
Market and industry trends are shining on US financial stocks, whose fortunes might be changing for the better across diverse sub-industries.
Bond laddering, particularly within the confines of the ETF wrapper in funds such as USIN, can be useful to advisors and investors.
Economic indicators are released every week to provide insight into the health and performance of an economy. Last week featured employment updates.
VettaFi’s Lara Crigger discusses Fidelity’s decision to charge a $100 trading fee on ETFs from issuers who won’t engage in “pay-to-play”. Lara also discusses Cboe’s recent SEC filing which seeks a rule change allowing fund companies to offer an ETF share class of existing mutual funds. Davis Advisors’ Chris Davis goes in-depth on the current stock market environment and the value of active management.
Join Bob Minter and Dan Magnusson from abrdn as they discuss the current market environment and its impact on precious and industrial metals. They’ll also share their thoughts on where this unique asset class may fit within a diversified portfolio.
This is the story of the implications of fiduciary best interest dying at the SEC.
I offer a collection of observations and beliefs based on my 48 years of experience in the financial services business, which includes stints as either president or CEO of five different TAMPs and a consulting firm.
A steady march higher in markets was snapped by a stretch of jarring volatility as traders gave hints there’s a limit to their appetite for hot economic data.
Treasury yields reached their highest levels of the year Monday — where they swiftly attracted buyers — as traders decided two Federal Reserve interest-rate cuts are likelier than three this year.
Google unveiled a host of updates to its artificial intelligence offerings for cloud computing customers, emphasizing that the technology is safe and ready for use in the corporate realm, despite recent stumbles in consumer-facing tools.
While artificial intelligence and new technologies have captured the market's attention, this quarter we reminisce about the good old days and a key piece of technology that has endlessly entertained us all – classic video games.
I have never come anywhere close to running a marathon of any sort. I am told the last mile could be the most difficult part of the endeavor.
Investors are choosing bonds in record numbers – in 2023, global bond ETFs gathered an annual record of over $300 billion in flows with iShares leading with $113 billion. My guest today will explain why this will continue, as many investors are still significantly underweight to fixed income, with a 22% average allocation. You will hear why investors need to step out of cash and move faster into fixed income because, historically, the market has priced in rate actions long before they occur.
More broad spread adoption of options strategies mean a variety of options are now available to investors, but don't overlook FLEX options.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Fidelity Limited Term Bond ETF (FLTB) 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.
Suppose everything we believe about carbon and climate is wrong?
I asked Google's Gemini LLM to opine on the historical drawdowns of the Nasdaq 100. The results, though not perfect, are good enough that investors need to start paying attention.
JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon said artificial intelligence may be the biggest issue his bank is grappling with, likened its potential impact to that of the steam engine and said the technology could “augment virtually every job.”
Some of the world’s biggest money managers are searching for the next wave of artificial intelligence winners beyond the US.
Investors have been opting for intermediate-term bonds funds as uncertainty over the Federal Reserve's policy looms.
Derive market upside and tax-efficient income with the actively managed NEOS S&P 500 High Income ETF (SPYI).
Understanding the social risks posed by climate transition requires discipline, nuance and a systematic approach.
Copper is trading at a 52-week high, oil is above $90 a barrel and the S&P 500 Energy Index just hit a fresh all-time high.
Competition for electric vehicles is mounting, but demand persists. So how can equity investors capture the potential of the fast-changing industry?
The only way to outperform an index is to be different from that index in the right way. For the last few years, there has only been one way to do that. But if the Titans tank, if they flatline or even if they are just joined in their bull market by more sectors and companies, there will be many more.
Mohamed El-Erian still expects Federal Reserve officials to cut interest rates twice this year, even as a blockbuster jobs report pushes traders to rethink the timing.
A critical question is how do we get as much buying power as possible from the beginning of the crisis through to the other side? Part of the answer is Warren Buffett’s admonition to never bet against America. Better to do as he does, investing in specific parts of America.
Former Treasury Secretary Lawrence Summers said that the surge in US payrolls in March illustrates that the Federal Reserve is well off in its estimate of where the neutral interest rate is, and cautioned against any move to lower rates in June.
Many of us have our favorite economic and financial indicators. I’m referring to those indicators that don’t get a lot - if any - attention from the television channels geared toward finance and markets and yet can provide important insights. One of my favorites - the divergence between key US and German fixed-income benchmarks - is at a notable level.
From biodiversity and blended finance to a just transition and the cost of drugs, we preview the key ESG issues we’re targeting through research.
The question of whether the US dollar will be dethroned by a cryptocurrency, a stablecoin, or some other digital asset or payments system ultimately misses the point. What really matters is the mix of possible alternatives that today's evolving financial landscape will offer to governments pursuing a geopolitical advantage.
Emerging Markets make compelling investment destinations because of their upside, but most large indexes include human rights violators and hostile defense companies designed to hold U.S. forces at risk. How do safe, responsible investors approach the space?
National Security Index is a veteran-owned company comprised of financial and national security professionals who want to help Americans invest in foreign markets responsibly. Join this upcoming LiveCast to find out how you can remove bad actors and still have exposure to the sectors and regions your portfolio needs to maximize its potential.
Shares in Google-parent Alphabet Inc. have lagged competitors so far this year. There is worry its faltering progress in artificial intelligence means the outlook’s not so hot for its core business of selling ads alongside search results. But one part of its empire, minimally detailed on the company’s filings like some side hustle, shows no sign of being knocked from its throne.
The global investment landscape is set to be transformed in the months ahead as the trajectories of major economies diverge more noticeably.
A favorite Mark Twain aphorism states, “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.”