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.
Slowly but surely the interest-rate jigsaw puzzle is falling into place. Get ready for the much anticipated shift lower in the global monetary policy cycle by mid-year.
Bank of America Corp. sees little evidence to support the worriers on Wall Street who say the stock market has risen too far, too fast and is approaching bubble territory.
Artificial intelligence bulls are increasingly gravitating toward an ETF that amps up bets on Nvidia Corp. as trading volumes and inflows hit all-time highs.
January's U.S. Consumer Price Index report came in hotter than expected, leading to uncertainty in the markets regarding future interest rate cuts. Market expectations based on overnight index swaps have shifted, with projections now showing higher Federal Funds rates for 2024 and 2025. Despite volatility in both stock and bond markets, strong corporate earnings have helped stocks recover.
We monitor battery prices, elections and market attention on climate resilience for their impact on transition-related investment opportunities and risks. U.S. stocks were mostly flat last week, while 10-year U.S. Treasury yields fell further. Markets still expect the first Federal Reserve rate cut around mid-2024.
Although markets expect both the Fed and the ECB to cut rates in June, macro developments could change that forecast.
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.
In a new piece, GMO’s long-term investment strategist Jeremy Grantham reexamines the ‘great paradox’ of the U.S. market.
Though we are still grappling with the post-pandemic shock, throughout last year pundits underestimated the durability of the American consumer.
Learn to avoid the most common and damaging errors by considering these five key questions before you hit “enter.”
Good managers are drowning the superior performance potential of their best ideas in a sea of bad ones.
There’s a new law of the land taking root in Silicon Valley: the more technology makes us laypeople replaceable, the more the technocrats building it are considered indispensable.
There has been a lot of theorizing about why so many Americans feel worse off economically. True, real wages are now finally increasing, the labor market is great, the stock market is up, and consumers are spending.
The ranks of Wall Street strategists playing down concerns around a bubble in US technology megacap stocks are growing.
This week, the US bond market faces its own Super Tuesday of sorts: the release of fresh inflation data investors will use to predict when the Federal Reserve will start cutting interest rates.
Forget the artificial-intelligence frenzy — the most-exciting trade on Wall Street right now might just be betting on boring.
Q4 earnings revealed a tale of two markets in the U.S., with tech and internet players hitting home runs as other sectors and industries played small ball in comparison.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, and Professor Nathan Mauck, will go over the value stock AES Corp, which is leading the charge in clean renewal energy.
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.
Australia’s QIC Ltd. expects the Federal Reserve to keep interest rates elevated through the year — or even raise them further — as the US economy powers ahead, a contrarian call that’s increasingly gaining traction.
