I wrote last week about how interest rate cuts in 2024 should boost cyclical areas of the economy that were already set to rebound, lifting economic growth.
Should retail investors partake of the very attractive yields promised by private credit fund managers?
A series of high-stakes deadlines this week will mark the culmination of a years-long push to launch exchange-traded funds backed by Bitcoin in the US.
Traders betting on a 2024 bond rally are unfazed by the recent pullback, seeing it as a chance to seize on elevated yields before the Federal Reserve starts driving down interest rates.
Several strategists in the gold space expect the precious metal’s rally to continue in 2024. And some even believe it could outperform all other commodities this year.
It’s forecast season again, the time when people like me tell people like you what will happen this year. Sadly, we are often wrong.
The U.S. is adding new renewable energy capacity at a record clip, but that doesn’t mean it’s ready to quit fossil fuels just yet.
Bill Harnisch, whose $1.5 billion hedge fund delivered a market-beating 31% gain last year, is betting the recent bout of euphoric stock buying will peter out.
Private credit has in a little more than a decade evolved from a niche asset class to a key component of a diversified investment portfolio. We think it will be even more important in 2024 as banks’ reluctance to lend widens the opportunity set for investors.
In 2024, inflation, interest rates, and the presidential election will likely be on top of ETF investors’ minds. Here are four other lesser-known trends and insights — both positive and negative — to consider in 2024.
The ETF industry is buzzing as long-awaited spot bitcoin ETFs are likely to get the green light from the SEC in the coming days. We expect trading of multiple products to begin soon after.
Bitcoin stumbled on Friday as traders braced for an upcoming decision by the US Securities and Exchange Commission on whether to approve an exchange-traded fund tied directly to the world’s largest cryptocurrency.
With a new year brings a new chapter in the exciting growth of artificial intelligence. AI had a major breakout year in 2023 as OpenAI’s ChatGPT exploded into the public eye in the Spring.
Apple Inc. is off to its weakest start to a year since 2019, putting its long-standing status as the world’s most valuable stock by market value in jeopardy.
Cryptocurrency is once again poised to be the financial story of the year. Accordingly, VettaFi will be hosting the Cryptocurrency Symposium on January 12th at 11 am ET.
After a year when advisors were relatively cautious about taking on credit risk, sentiment seems to be shifting.
As crypto continues to attract attention from mainstream institutions, it’s undeniable that financial advisors are also fielding more interest from clients about digital assets. Now the question is: What are their answers?
In this upcoming webinar, Bitwise Asset Management and VettaFi will reveal how advisors are thinking about this asset class with findings from their latest survey, Bitwise/VettaFi 2024 Benchmark Survey of Financial Advisor Attitudes Toward Crypto Assets.
They’ll discuss insights about how money managers are approaching crypto in investment portfolios, their expectations for the potential launch of a spot bitcoin ETF, as well as the barriers that keep them from investing, plus much more.
A slump in Bitcoin on Wednesday saw the cryptocurrency erase almost all gains it had made in the first days of this year, bucking a long-running upswing that outperformed a global malaise in traditional assets.
US job growth picked up in December and wage gains exceeded expectations, diminishing prospects for a Federal Reserve interest-rate cut in March.
AlphaSimplex Group’s Kathryn Kaminski says her firm closed out a more than two-year short bet against US bonds, with its model signaling that it’s starting to become a time to buy as the market emerges from its worst rout in decades.
2024 is here, and Exchange is right around the corner. Exchange has already established itself as the premier financial services conference and a must-attend event, but the 2024 edition promises to be the best yet.
The S&P 500 reversed its 2022 losses, and then some, closing the year near a record high.
U.S. equity markets defied expectations in 2023, with the S&P up 24% for the year. But while the stock market’s performance was good in 2023, it was especially good for large-cap tech stocks.
It’s hard to chart a course through equity markets in times of uncertainty. Here are our thoughts on some of the big questions on investors’ minds today.
On this episode of the “ETF of the Week” podcast, Tom Lydon discussed the WisdomTree Japan Hedged Equity ETF (DXJ) 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.
Before 2023 began, few saw the rise of interest in investing in Japan, long considered the land that optimistic stock bets go to die.
Themes ETFs, a new ETF sponsor, offers products that seek to provide investors with a way to own the opportunities that are shaping the future and moving markets, with expense ratios 40% cheaper than the average charged by competitor funds. The offering at Themes ETFs spans both cutting-edge technologies and traditional industries, with targeted exposure ranging from generative artificial intelligence and cybersecurity to airlines and banks. Backed by a former cofounder of GlobalX and a team of dynamic portfolio management professionals who collectively bring decades of prior experience and extensive expertise managing ETF portfolios for multibillion-dollar asset managers, Themes ETFs aims to disrupt the market with its competitive fee structure. Themes ETFs has forgone a traditional wholesaling model to minimize its distributional expenses and maximize cost efficiency, passing those savings directly on to investors in the form of lower fees.
The US stock market had a great 2023 with the S&P 500 Index gaining 24% and the Nasdaq 100 Index having its best year since 1999, but mom-and-pop investors may have missed out on the excitement.
The stock market may have started 2024 down, but that doesn’t mean investors have to. Indeed, while the broader market whimpers amid soft China data and still-lingering fear of a slowdown, some areas see major opportunities.
A largely invisible driver of the green transition is rapidly gaining backers among some of the world’s largest investors, even as other climate initiatives falter.
In this video, Chuck Carnevale, co-founder of FAST Graphs, provides an analysis of materials stocks.
The past year saw the ETF industry barrel past the previous record for the number of launches in a calendar year, with 543 new ETFs hitting the market. The previous record was just under 480 in 2021, meaning 2023 beat that number by more than 60 funds.
So it was a very strong year for broad equity benchmarks around the world, but it perhaps didn't feel like a great year for many investors. There's economic uncertainty for sure.
Strategas’ Todd Sohn and CFRA’s Aniket Ullal join in a roundtable discussion on several key ETFs and industry trends to watch in 2024. VettaFi’s Lara Crigger offers her ETF predictions for the upcoming year.
Craig Burelle sets the stage for our Sector Outlook blog series with his views on the macro backdrop in 2024.
Can the Magnificent Seven retain its crown? Or will some subset of the 493 other S&P 500 stocks and their neglected sectors take the throne in 2024?
The dollar kicked off the new year with its biggest daily jump since March as traders pared back bets on the scale of the Federal Reserve’s 2024 interest-rate reductions.
One often-made argument in favor of stocks says investors should dive in before roughly $6 trillion of money-market cash gets redeployed into equity assets globally.
Traders hoping that a pan-markets year-end rally would pick up where it left off got the opposite on 2024’s first trading day, a session that featured one of the worst-ever concerted drops in stocks and bonds to start a year.
Enthusiasm for Japanese equities picked up in 2023 as evidenced by the 28% rally in the TOPIX (local) index through November.
Semiconductors are the foundation upon which artificial intelligence (AI) thrives, but knowing that is only part of the battle. For investors using ETF to access chip stocks, some homework could pay dividends regarding identifying the chip ETFs with the most AI relevancy.
Confidence in the bond markets is fueling a two-month rally in prices as the capital markets brace for rate cuts in 2024. Whether they happen at a furious pace or not is anyone’s guess, but the expectation of cuts are providing enough spark for the rally.
Exploring sustainable investing complexities, this piece categorizes ESG into screening, integration, thematic investing, stewardship, and impact. Despite conflicting reports, ESG-labeled bond funds have thrived, reaching $900.5 billion in assets. Their premium indicates robust demand, countering decline narratives and underscoring continued vitality in fixed-income sustainable investing.
Bob Doll, CIO at Crossmark Global Investments, provides his annual 10 predictions for financial markets.
While overall economic inflation has slowed over the past 18 months, health insurance costs keep going up.
Economists did not believe it was possible, but they’ve been wrong a lot lately, and in their defense it has only ever happened once (or maybe twice) before: We may be witnessing that rare achievement known as a soft landing.
One of the big surprises of 2023 was the resurgence of US growth stocks. The tech-heavy S&P 500 Growth Index outpaced its counterpart Value Index by 7.82 percentage points last year, including dividends, after trailing it badly in 2022.
Bitcoin surpassed $45,000 for the first time in nearly two years as anticipation of an approval of an exchange-traded fund investing directly in the biggest token intensified.
The US Treasury market posted its first annual gain since 2020 as slowing growth and inflation bolstered views that the Federal Reserve’s campaign of interest-rate increases is likely over.
Banks that rely heavily on lending products for revenue have been hit by higher interest rates. But capital markets expect rate cuts in 2024. That could give bullish vibes for regional banks.
