Bitwise’s Matt Hougan answers all of the key questions surrounding how spot bitcoin ETFs actually work. VettaFi’s Todd Rosenbluth offers perspective on the launch of spot bitcoin ETFs and highlights the latest VettaFi polling data on advisor crypto usage. Calamos’ Matt Kaufman explains the brand new Calamos CEF Income & Arbitrage ETF (CCEF).
If your solutions are becoming commoditized, then your sales process (not your solutions) need to change to be seen as a “category of one.”
This article examines the challenges associated with the SEC’s proposed rule, the expected effect on financial services firms, and how firms can prepare now for the new rule.
Last week was perhaps one of the biggest weeks in the history of cryptocurrency, as the SEC finally approved 10 spot bitcoin ETFs from a range of issuers. To help ETF-oriented investors better understand these products, and the cryptocurrency industry overall, VettaFi hosted a Cryptocurrency Symposium on January 12, 2024.
The virtue bubble has not only peaked; it is starting to deflate. For the last few years, the ESG movement has affected both how people invest and what they buy.
Earnings estimates have been slashed so much over the past three months that Wall Street strategists now expect most companies will easily beat analyst forecasts this season.
Understanding the spectrum from financial dysfunction to financial wellness can help you find a more holistic approach and give you a clearer, more balanced perspective as you navigate your journey toward financial wellbeing.
Nvidia Corp. is off to its strongest-ever start to a year by one measure, keeping up a blistering rally that saw shares gain nearly 240% in 2023.
Bond traders are growing more convinced that US yields are heading lower as they bet on a series of Federal Reserve interest-rate cuts, yet the path to cheaper borrowing costs is set to be extremely bumpy.
Interest rates are one of the most important factors affecting the economy and the outlook for stocks. Managers increasingly think interest rates in the U.S. have likely peaked and are repositioning equity portfolios for the new environment.
After several years of uncertainty, spot bitcoin ETFs were finally approved by the SEC on January 10. The spot bitcoin ETF launch was monumental in several ways.
Municipals experienced their strongest two-month performance since 1986 during the final two months of 2023.
Wall Street is doubling down on their bond bets for 2024. The notion that rate cuts are finally coming in 2024 spurs this movement. That said, here are a trio of exchange traded funds (ETFs) from Vanguard worth noting.
As equity investors hunt for opportunities, why should they consider climate-focused investing?
Finally, the ETF industry can let out a sigh of relief and revel in the fact that spot bitcoin ETFs will be available to U.S. market participants.
With the Federal Reserve poised to begin cutting interest rates this year, the dollar may drift generally downward. However, its performance against individual currencies may vary widely.
An initial lull ahead of a so-called “January Effect” is stifling the U.S. equities rally investors saw in 2023 and small caps haven’t been immune. Nonetheless, active strategies can help mute the short-term downside by adding flexibility when markets fluctuate.
I have just read the best book on the environment. But like many great books, it provokes introspection: There is a deep divide among environmentalists, even among individuals – including me – that can’t be bridged solely through reasonable argument or sound data.
Many of the commentators on my articles claim, as does Chris Christie, that Social Security is a safety net. It is not.
2023 was a memorable year for AI, which also benefited the semiconductor industry. The growth trajectory of the former should also boost the latter. And that should allow traders to continue leveraging its strength in 2024.
Corporate bonds delivered solid gains last year. And market observers expect more of the same in 2024. But it’s important to note that the consensus is leaning toward investment-grade over junk-rated corporate issues.
EU nations have compromised on paths toward fiscal balance.
Having now spent almost six months describing the historical cycles and massive debt that surround us, I find myself looking for an “easy” exit.
The January effect, named for the market anomaly where stock returns in January are typically higher than in other months, has been a subject of interest since it was first documented in 1942.
Large-caps are getting a lot of attention and making a lot of headlines these days. And why wouldn’t they?
The demand for nuclear energy is continuing at a rapid pace, and more countries are becoming receptive to its use. This is evident in a declaration to triple nuclear energy by the year 2050.
When it comes to Bitcoin exchange-traded funds, many investors are discovering that approved does not mean available.
Cryptocurrency investments have been among the top performers in 2023 and over the last ten years. However, the landscape could be changing in early 2024 with the potential approval of the first spot bitcoin ETFs in the U.S.What do ETF-oriented advisors need to understand about cryptocurrencies? What do crypto-oriented investors need to understand about ETFs? What role can this asset class play in a portfolio and what risks should be kept in mind? What questions should you be able to answer to support clients? How do futures-based products fit into the mix? We will cover these and more with industry experts.
Making New Year’s resolutions usually involves some level of reflection on how to be a better person and the possibilities ahead.
US federal government debt ended 2023 at a record $34 trillion. The worries are bipartisan, with both Republicans and Democrats hearing about out-of-control borrowing from their constituents.
The first US ETFs that directly hold Bitcoin got off to a strong start, with billions of dollars changing hands in a historical first day of trading for the long-sought investment vehicles.
Bond traders shrugged off higher-than-anticipated inflation readings for December, pricing in a larger total amount of Federal Reserve interest-rate cuts this year beginning in May.
A lot was going on with rates in 2023, yet, at the end of the year how different were things? The 10-year Treasury yield's lowest closing was 3.30%, while its highest close was 4.98%.
Exchange is just a month away, so here are four big things to do in advance of a conference. These tips will help you optimize your conference experience.
In this article, Russ Koesterich discusses why equity performance in 2024 may be more muted and warrant more focused positioning across segments of the market.
Despite Costco’s initial success with gold, experts say purchasing the precious metal in physical form poses several potential issues for investors. As a result, ETFs may be a better choice.
On this episode of the “ETF of the Week” podcast, Tom Lydon discussed the PIMCO Enhanced Short Maturity Active ETF (MINT) 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.
The Federal Reserve won’t want a repeat of 2023 where 10-year Treasury yields soared from a low of 3.3% in April to peak at 5% in October — only to plummet back to 3.8% by year-end.
The hype around US spot Bitcoin ETFs has reached meme levels akin to pandemic-era laser eyes: Crypto prices are soaring, hackers are mobilizing and Redditors are pumping. But the promise of game-changing, gold-like adoption looks like a meme too far.
China’s exchange-traded funds attracted record inflows in last year’s equity rout just as actively-managed products fell out of favor, a sign that investor preference is shifting.
As the financial industry grapples with the shift to shorter settlement times, banks and broker-dealers will soon have a new artificial intelligence tool to fix and prevent trades that go awry during the settlement process.
US inflation accelerated in December as Americans paid more for housing and driving, challenging investor bets that the Federal Reserve will cut interest rates soon.
2023 proved to be another year when the consensus views were not correct. A few of these views that turned out non-prescient were that inflation would remain elevated in mid-single digits or higher, higher interest rates would crush housing prices, consumer spending would collapse, and oil prices would continue to rise.
Roaring inflation and rapid rate hikes have brought a welcome return of the kind of big swings and dislocations beloved by investing’s smart set, but it hasn’t been a blessing for every breed of quant.
Bitcoin, the largest cryptocurrency by market value, has been on a scintillating run since the start of 2023. And more upside could be on the way. Market observers believe the approval of multiple U.S.-listed spot bitcoin ETFs is imminent.
Will 2024 see AI continue to drive markets forward as forcefully as it did in 2023? That’s one of the big questions facing equity investors in a market shadowed by inflation and the lagging impact of high rates.
Today's popular narrative is a growing consensus for the Fed to engineer a soft landing and a “Goldilocks” economy.
In this piece we compare two ways to take advantage of the USD’s richness versus emerging market currencies: EM equities and EM local currency debt. We believe that for relative value, diversification, and potential alpha reasons, EM local currency debt deserves a prominent place in portfolios today.
Competition among prospective Bitcoin exchange-traded fund issuers intensified, as companies further slashed fees in a bid to make products more attractive to investors ahead of a regulator’s decision on their future.
Advisor Perspectives has announced its Venerated Voices™ awards for commentaries published in 2023.
