Topics discussed included the future of investment management and generational differences among investors as well as trends and technologies transforming the industry, including artificial intelligence (AI) and digital assets.
Rising interest rates and inflation have kept emerging markets (EM) bulls from charging. But an improving macroeconomic environment could potentially be underway after the Federal Reserve’s recent rate pause.
The bond market giveth and the bond market taketh away. The S&P 500 Index closed in the red Thursday, blowing its widely-hyped chance at a nine-day winning streak, which would have been its best run since 2004.
Exploring federal budget data is a journey through endless rabbit holes, some of which are eerily close to Alice in Wonderland insanity. Countless variables interact in unexpected ways. Seemingly small changes can cascade into billions of dollars within a few years.
On this episode of “What Makes That Ticker Tick,” VettaFi CMO Jon Fee brought on Roxanna Islam, the Associate Director of Research at VettaFi, to discuss the SNET Composite Closed-End Fund Index (CEFX).
Our Franklin Templeton Fixed Income CIO Sonal Desai sees this market reaction as an excess of exuberance that sets the stage for more volatility. She shares her latest insights on the policy outlook and the implications for investors.
Investors should be aware of potential real-time market exposure risks when implementing large changes to their portfolios. One market hour of misaligned portfolio exposure can have a significant impact on your portfolio’s performance outcome for the year.
For this edition of Bull vs. Bear, Nick Peters-Golden and James Comtois debate whether this is truly the year active ETFs turned pretty.
Weakness in US equity markets since July reflects ongoing uncertainty about the macroeconomic outlook. Despite the concerns, stocks with quality and defensive features have performed relatively well and could help portfolios surmount shaky conditions ahead.
Read our latest insight to learn why we believe the economy isn't landing but that we see profits taking off suggesting a once-in-a-generation investment opportunity.
In this article, using data from LOGICLY, we will look at some of VanEck’s gold-related ETFs to see how the fund’s performance benefitted from the recent rally and look at how the funds have performed against the S&P 500 in the short-term and long-term.
As we head into the final stretch of quarter four and the beginning of 2024, inflation remains at the forefront of investors’ and financial advisors’ minds. With so many different narratives in the marketplace today regarding the financial market’s current outlook, it can leave many investors and advisors questioning what exactly is going on with inflation.
On this episode of the “ETF of the Week” podcast, Tom Lydon discussed the Vanguard Consumer Discretionary ETF (VCR) with Chuck Jaffe of “Money Life.” The pair discussed several topics regarding the fund to give investors a deeper understanding of the fund overall.
Whether or not you’re investing directly in China, there’s a possibility that what happens there will reverberate in your clients’ portfolios.
The S&P 500’s best week in a year was driven by investors locking in profits on bearish bets, suggesting little room for further gains, according to Citigroup Inc. strategists.
The direction of interest rates was the biggest factor moving markets in the third quarter. Sentiment on technology stocks appeared to shift. Money market assets reach historic high, but returns lag stock market.
Geopolitical factors and higher-for-longer interest rates have taken the steam out of 2023’s equities rally the past few months. But the recent rate pause could clear the path for gains in the S&P 500 for the remainder of the year.
In this period of higher interest rates, the quest to capture alpha and mitigate risk in corporate credit requires a more refined approach.
Are interest rates finally taking their bite out of the economy? Friday’s news that hiring had slowed certainly adds to the case. Markets have anticipated a slowdown and the impact of rate hikes for months now.
Several ex-Cantor Fitzgerald executives started a crypto lending platform with the expectation that it will serve operators of spot Bitcoin exchange-traded funds once they gain US regulatory approval.
Companies are rethinking office space.
For years, Americans have been giving their banking data to financial apps such as Venmo, YNAB and Rocket Mortgage. And for years, banks have been trying to figure out how to deal with the security risks. A new proposal from the Consumer Financial Protection Bureau suggests a better way.
The team responsible for assembling BlackRock Inc.’s model portfolios is favoring the stock market’s largest companies, potentially unleashing a flood of billions of dollars into technology shares.
Pay enough attention to small-cap stocks and ETFs as of late and it’s easier for even novice investors to identify at least two prominent points.
Interest rates have been rising and yields have followed the same path. So traders bullish on bonds have essentially been seeing a repeat of 2022’s weakness. However, the recent pause in rate hikes by the Federal Reserve could bring more bulls back.
Housing markets are cooling but unlikely to end in a bust.
Policy changes at the Bank of Japan could potentially reverse capital flows, shift global yields higher, contribute to a stronger yen, and increase the value of Japanese stocks.
Zacks Investment Management has been managing money for more than 30 years. It is a subsidiary of Zacks Investment Research, which is one of the largest independent research providers in the United States. In 2021, Mitch Zacks, its CEO, decided it was time to bring the research-driven approach to investing that the firm has become known for to the exchange-traded product market. The firm's first active ETF was launched in the summer of 2021. Since then, it has been focused on being committed to expanding its footprint in the ETF product space while bringing continued risk-adjusted returns to clients.
VettaFi’s Dave Nadig discusses some of the most surprising successes and failures in the world of ETFs this year. Gabelli’s Tony Bancroft, a former F/A-18 Hornet fighter pilot, spotlights the Gabelli Commercial Aerospace & Defense ETF (GCAD).
Billionaire Stan Druckenmiller isn’t letting up on his criticism of US Treasury Secretary Janet Yellen. Druckenmiller says Yellen committed an epic mistake by failing to meaningfully term out America’s debt when rates were ultra-low — a missed opportunity he’s characterized as “the biggest blunder in the history of the Treasury.”
For years, Dutch payments fintech Adyen NV’s founders and management ran things their own way, thanks to some blowout growth.
The S&P 500 Index’s best week in a year has brought the broad equities benchmark to a decisive point where stocks can make a significant break higher or find their gains capped.
A record flood of cash has poured into opposite ends of the US Treasury yield curve this year, seeking either to seize on the highest short-term interest payments in over two decades or profit from a long-bond rally once rates finally peaked.
Given the response from China’s highest leadership levels, a fast recovery is preferable. The second largest economy will have to do this without a heavy influx of financial aid from the government. It would have to rely on measured steps in policy adjustments.
Amid soaring interest rates in the U.S., third-quarter issuance of ESG, sustainability, and related debt declined. But annual issuance of such debt is poised to be elevated — a theme that could carry over into 2024.
VettaFi’s vice chairman Tom Lydon discussed the BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
The so-called dividend aristocrats have an impressive track record. But much of that outperformance can be attributed to its exposure to certain factors.
Sam Bankman-Fried’s widely anticipated guilty verdict has been rendered. But Michael Lewis’ book raises many questions, including the existence and extent of an actual crime.
Michael Lewis’ book on SBF is woefully incomplete, rather like a canvas that Rembrandt inexplicably left half blank, for the book elides three major questions.
What’s the most important price in the global economy? The price of oil? The price of semiconductors? The price of a Big Mac? More important than any of these is the price of money. For more than three decades it was falling.
While often difficult, investing rules can help us maintain our focus and investment discipline in volatile or uncertain markets.
A prospect that might have seemed unthinkable just a couple short weeks ago is coming into view for bond traders: The potential for US Treasuries to post an annual gain for the first time since 2020.
The S&P 500’s pitch is simple. Own it and get exposure to the biggest of the big among US firms. Lately, it’s gotten harder to maintain that point of distinction.
Advisors face a number of challenges in current markets, given risks and stock and bond correlations. They must grapple with how to invest smartly as well as keeping their clients invested in the traditional 60/40 portfolio.
Tesla’s stock has fallen 20% the past month as bears continue to apply pressure following the electric automaker’s Q3 earnings report. A Tesla turnaround or more selling will provide enough volatility for traders unsure of which side to take, which is where leveraged exchange-traded funds (ETFs) can help.
More investors are turning to active management for their fixed income exposure. In a poll conducted by VettaFi, a third of respondents have more than half of their fixed income exposure tied to active management.
Higher macro and market volatility, along with greater dispersion, creates a favorable environment for active trading, according to K2 Advisors. Get the team’s latest hedge-fund strategy outlook.
US job growth slowed in October by more than expected and the unemployment rate rose to an almost two-year high of 3.9%, indicating that employers’ strong demand for workers is beginning to cool.
It has been several weeks since ether futures ETFs have launched with little fanfare in early October. But since then, the crypto ETF market has seen several significant events which has caused the price of bitcoin to rise to near $35,000.
Identifying problems is great. Identifying solutions is even better, especially when the politicians who are supposed to be solving our big problems don’t even try.
