Europe needs to boost defense spending while managing stretched fiscal positions.
One topic that does merit advisors and investors of all kinds to stop and learn, however, is the mutual fund to ETF conversion process. With ETFs, especially of the active variety, coming on so strong in the last year, it’s an important process to understand.
At the end of Exchange 2024, VettaFi shared an exciting announcement: Exchange 2025 will take place in Las Vegas. Next year’s iteration of the legendary conference will happen March 23-26. It will be held at Virgin Hotel’s Curio Collection by Hilton.
Homeownership is the quintessential American dream, but it’s become increasingly elusive for many households. A multitude of factors, including soaring home prices, elevated interest rates and persistent inflation, has created the perfect storm, making homeownership a distant reality for more U.S. residents.
Investments in aircraft can offer steady cash flow and a return profile that’s uncorrelated to broad market indices.
Snap up more Japanese stocks, ratchet up shorts on government debt and keep buying the yen: these are some of the most popular calls from big-name money managers ahead of a central bank meeting that may end the world’s last experiment with negative interest rates.
Markets are showing characteristics of a bubble in the record-setting surge by tech’s so-called Magnificent Seven stocks and the all-time highs in cryptocurrencies, according to Bank of America Corp. Chief Investment Strategist Michael Hartnett.
The broad stock market is taking a breather from its rally. That means the “Magnificent Seven” stocks are also catching their breath after a strong rally that started late in 2023. Despite the recent pullback, certain members of that cohort still show technical signs of bullishness.
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.
If a bubble is forming in US stocks, it has plenty of room to expand before it bursts, according to strategists at Societe Generale SA.
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.
Japan is back, China is over. Only a few years ago, such an assertion would have been dismissed out of hand. The latter was on the road to economic dominance and the former languished, characterized by endless stimulus that produced little tangible benefit, and doomed by a shrinking population.
All durable bull markets need bouts of positivity to keep them moving higher, and the next month is shaping up to be a good-news desert.
Fresh data on inflation and unemployment filings gave Federal Reserve officials more reasons to hold off on cutting interest rates, even as retail sales suggested a slowdown in consumer spending.
Bitcoin extended a retreat from its latest record high amid an intensifying debate about whether the bull run in cryptocurrencies is evidence of speculative froth in global markets.
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.
Gold has definitively broken out of the range it's been stuck in since the start of this decade, reaching a record $2,195 per troy ounce this month.
Just as private credit is becoming an asset class of its own and private equity houses are finding a new revenue stream away from their bread-and-butter buyout businesses, this burgeoning part of leveraged finance is losing steam.
How bad is 2024 going so far for Tesla Inc.? Well, its stock is down more than Boeing Co., making it the worst performer in the S&P 500 Index.
Nvidia Corp.’s annual artificial intelligence conference is just days away and expectations are high for the semiconductor maker to deliver news that will sustain the blistering rally in its stock.
Municipals posted positive performance and outperformed comparable Treasuries in February. We expect supply-and-demand dynamics to turn less supportive in the coming months. After patience to start the year, we would view any material backup as an opportunity to buy.
Trading volumes for spot bitcoin ETFs have been the talk of the industry. David Mann, our Head of Global ETF Product and Capital Markets, offers his take on how best to evaluate the liquidity of these ETFs via his favorite NFL team.
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.
VettaFi’s Head of Research Todd Rosenbluth discussed the TCW Transform Supply Chain ETF (SUPP) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s Todd Rosenbluth delivers an early assessment of Host Nate Geraci’s 2024 ETF predictions. Todd and Nate also offer several new prognostications for the remainder of the year.
“We make adjustments, we reconnect. So, it's this ongoing process of conversation over time. We tell folks, it's a bit of a roadmap that we're helping you build. We know there's going to be potential roadblocks or changes in plans, that's totally fine. But we need to be able to make the adjustments along the way.” – Lane Clevenger
As team leader of Clevenger Financial in Joplin, Missouri, Lane Clevenger specializes in taking a holistic approach to financial well-being and in coordinating his clients’ unique financial goals. You don’t want to miss this jam-packed episode of Cambridge Stronger as Lane shares how his passion for building trusting relationships with his clients begins with leveraging a five-step approach, and what that process entails. Lane highlights how his family, specifically his father, played a role in his journey into the financial services industry. As someone passionate about work-life balance, Lane shares how his father also influenced his view on career flexibility at such a young age.
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.
Google’s investors are entitled to be furious about the stunningly incompetent rollout of the company’s Gemini artificial intelligence system. For everybody else, including this grateful Google user and committed technology optimist, it was a blessing.
Among the many too-good-to-be-true financial stories is the Alpha Architect 1-3 Month Box ETF, known by its ticker BOXX, that offers Treasury bill yields taxed at capital gains rates.
As Federal Reserve officials prepare for an in-depth conversation about its balance sheet at next week’s meeting, Wall Street strategists can only agree that all of the plans being discussed by the central bank carry some growing risks.
A long awaited batch of spot Bitcoin exchange-traded funds is already influencing the way crypto markets function, just two months after they launched in the US on Jan. 11.
Franklin Templeton’s Tony Davidow discusses the challenges and opportunities within commercial real estate with Jeb Belford of Clarion Partners.
Food prices are dragging down feelings about the economy.
Global elections may lean towards nationalist policies that could hinder trade in goods via tariffs, but also boost growth in domestic industries to counter inflationary effects.
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.
Understanding what structured notes are, how they are used, and what types of investors might consider them is key to determining if they are a good investment for an individual’s situation.
Let’s look at a few approaches to leadership that will be better suited to the current moment than the more traditional styles.
Research shows that client portal technology has a pronounced impact on advisor-client relationships.
Going against type, some Canadians are being very negative. A chorus of doomsayers is pointing out that by some measures, Canadian per-capita GDP is in decline.
