Everyone — from moms and pops to corporate treasurers and the mega asset managers — is piling in, won over by a unique opportunity: To lock in a 5% yield, and protect themselves from uncertainty over the US economy.
Understanding and managing your firm’s practice growth multiplier is your ticket to enduring success, higher profits, and a more rewarding practice.
We expect yields to fall later this year and into 2024 as inflation continues to cool.
In September, where volatility can strike at any time, investors will want the safety cushion of bonds for their portfolio. At the same time, short duration continues to be the default play as the U.S. Federal Reserve still attempts to cool down inflation further.
Today's economic conditions are attractive for BDCs (business development companies), and some benefit from businesses seeking alternative financing sources.
VettaFi’s Lara Crigger goes around the world of ETFs, covering recent spot Ethereum ETF filings, short duration bond ETFs, Nasdaq 100 ETF flows, Amplify ETFs’ purchase of ETFMG’s ETF lineup, and the recipe for thematic ETF success. Franklin Templeton’s David Mann discusses the firm’s approach to passive, smart beta, and actively managed ETFs.
The benefits of RILAs vary significantly by design, and buffer RILAs have historically been a more attractive addition to a portfolio than floor RILAs.
New research shows that stocks have historically been a poor hedge against inflation over anything but very long horizons.
It’s an important time for Medicare beneficiaries to optimize their healthcare coverage and costs, and financial advisors are in the perfect position to guide clients through this crucial planning opportunity.
Innovative provider of custom indexes becomes a key part of a growing suite of VettaFi index solutions, which now power nearly $19 billion in ETFs and other vehicles.
Even though past performance doesn’t guarantee future results, investors should prepare for continued market volatility this month.
Resilient consumer spending has been a pillar of the US economy. While activity may soften, we think the consumer will help the coming slowdown stay mild.
On the interest rate front, the Federal funds rate is now close to systematic benchmarks that have historically been consistent with prevailing core inflation, nominal GDP growth, and unemployment.
Vanguard has forecasted that inflation will remain sticky, so the U.S. central bank will continue raising rates. But the investment giant also estimates that a recession still won’t hit the U.S. this year.
Tony Davidow, Senior Alternatives Investment Strategist, at Franklin Templeton Institute, shares some takeaways from a panel discussion on the topic.
When you step back and think about it, it is hard to believe that this hugely important retirement benefit has only been around for just over 40 years.
Dina Ting, Franklin Templeton ETFs’ Head of Global Index Portfolio Management, explores the positive trends that are making a case for holding UK equities.
Many investors are starting to look for ways to diversify their portfolios and protect their wealth. One way investors have done so in the past is through investing in gold.
The August jobs report confirms the labor market's continued slowdown, which is for now consistent with the Fed's soft-landing desires—but not without warning signs.
Most portfolios live or die based on their equity allocations. VettaFi is thrilled to announce that they will be hosting an Equity Symposium on September 21st.
Private credit lenders are just getting started in the world of consumer and asset based finance, according to Rob Camacho, Blackstone Inc.’s co-head of asset based finance within the firm’s Structured Finance Group.
August saw modest market pullbacks across the board, as investors were nervous about risk.
A staff report from the Federal Reserve Bank of New York titled “Capital Management and Wealth Inequality” comes to some remarkable Marxist conclusions.
Factory order numbers had previously been a source of positivity for the U.S. economy. The tough turn for the economy should remind investors of active ETFs’ ability to respond to a market downturn.
Back in the 1980s, President Reagan took enormous political heat (Sam Donaldson comes to mind) for being fiscally irresponsible. His offense? Presiding over a budget deficit that peaked at 5.9% of GDP in Fiscal Year 1983.
Diversifying a portfolio means spreading the investments across a variety of asset classes, industries and geographies.
When money becomes less valuable and costs rise, the money you have saved affords you exponentially less. In the short term, you may not notice the difference.
After a slow start to asset gathering, U.S.-listed equity ETFs were in vogue during the summer. At the end of August, the asset category had $165 billion of net inflows, more than $125 billion for fixed income.
Barclays Plc is trying to work out how to make the best of its payments business in its quest to increase the appeal of its shares. One option is selling a stake in the unit that handles card transactions for shopkeepers and other businesses, Bloomberg News reports.
The latest monthly employment report showed 187,000 nonfarm jobs were added in August. An industry breakdown of that number shows a gain of 151,000 service-providing jobs and a gain of 36,000 goods-producing jobs.
Seven mega-cap US-based companies – Apple, Microsoft, Amazon, Google, Nvidia, Tesla, and Meta (Facebook) – have stayed top of mind for many investors this year.
In general, portfolios can be split into growth assets and principal protecting assets. Growth assets tend to have greater risk coupled with greater income/reward.
Bond investors have been looking for an approach that delivers attractive, repeatable, uncorrelated active returns. Is their wait over?
An electronic trading revolution is finally coming to corporate bonds, years after reaching other financial markets.
Last week we changed our economic forecast because the economy has remained stronger than we expected. We delayed the start of the recession to the first quarter of 2024 rather than the last quarter of 2023.
As multi-asset income investors, we seek to help a wide range of clients meet their income needs. The benefits of an income-centric approach are especially relevant for investors as they enter retirement – and that’s especially true today. We bring that to life with two case studies.
There are differing opinions all around, but some reputable sources like Goldman Sachs are saying it’s increasingly unlikely. Yet the Fed is going to be raising rates further, from what it looks like because inflation is higher than they want.
Craig Salm, Chief Legal Officer at Grayscale, goes in-depth on the firm’s recent court victory and explains what might happen next in their quest to convert the Grayscale Bitcoin Trust (GBTC) into an ETF. Tom Lydon, Vice Chairman of VettaFi, discusses year-to-date ETF flows and current investor sentiment.
Multi-sector fixed income strategies can deliver significant benefits to investors – including yield enhancement, volatility reduction and diversification of asset-class exposures – because of managers having the freedom to make tactical shifts between fixed-income sub-sectors.
In this article, I shed light on 10 common pitfalls and provide strategies to avoid them, ultimately helping you add more value to your client relationships.
Stocks are up 18.7% year-to-date, which is good news for portfolios and 401(k)s, but did you know that most of the heavy lifting has been done by a very small number of S&P 500 stocks?
When future economic historians write of our times, the thrust will be that it was a time of transition.
Look up the word “cycle” in a dictionary, and you’ll find something like this: “A regularly recurring sequence of events.” Sounds simple, but that definition leaves a lot of ambiguity.
Investment grade bonds from select emerging market sovereigns are solid defensive bets if the US slips into recession and China’s economy worsens, according to Vanguard Asset Services.
The favorite in Argentina’s presidential election has vowed to eliminate the central bank and dollarize the economy. Which path will the country follow?
A steady stream of news helped drain enthusiasm from the equities markets through most of August, snapping a five-month growth streak at a time of the year known for cool market performance despite the swelter of its dog days.
Chief Diversity Officer Regina Curry and Franklin Templeton Head of Digital Assets Roger Bayston believe creating workplaces with intentional collaborative, inclusive, and debiasing practices can power great development environments.
Credit balances are not the only consumer indicator running high.
One of the hardest parts of planning for our loved ones with disabilities is getting started. It’s overwhelming. Thinking of who will care for your child when you or your partner cannot is not easy. While we realize no one will care for your child like you do, you need to plan for the day when you no longer can.
In this session, we talk about one tool that may help with some of the financial responsibilities for supporting your loved one while helping them stay qualified for means-tested benefits supplemental security income (SSI) and Medicaid. My guest will introduce the importance of planning ahead and maintaining eligibility for public benefits whether the family is wealthy or has limited means.
Active ETFs have had a really strong year so far in 2023, picking up advisor and investor interest. Even institutional investors have increasingly turned towards specialist, responsive management.
