Former Bridgewater Associates LP executive Bob Elliott’s plan for exchange-traded funds that employ hedge fund strategies has sharpened the debate about whether retail investors should have access to such approaches.
ETFs are investments that can hold: bonds, stocks, gold bullion and cryptocurrencies. Canadian ETFs track a wide range of different asset classes via indexes. Most ETFs are tied to index products, including both equity or fixed income funds.
Monetary and fiscal policy are typically thought of as independent tools that central banks and governments use to manage the economy.
Foreign stocks are again competitive with their domestic counterparts. Here are four ways to gain exposure.
Advisors are using tax-managed products for tax-sensitive clients. In this interview, we learn how tax-managed products maximize the after-tax returns for investors to help them get to their goals with greater certainty.
The Agg is supposed to be to bonds what the S&P 500 Index is to equities. But it is an insufficient gauge for measuring the bond universe.
Where have all the publicly held companies gone? As companies increasingly choose to remain private, new opportunities emerge for investors.
As businesses worldwide adopt technology, the innovation of AI may result in market leadership changes, global economic growth, and investor opportunities.
We maintain a neutral-duration posture overall. We prefer an up-in-quality bias and have become increasingly selective in non-investment grades.
Effective tax planning means thinking about how tax rates might change.
The potential for a Fed pause presents an opportunity for investors to consider adding duration back into their portfolios.
Today, not one Vanderbilt descendant can trace his or her wealth to the vast fortune Cornelius bequeathed.
During the past decade, a turnaround in the Golden State has resulted in higher credit quality for many issuers.
We think advisors and end clients should dig deeper than a fund’s expense ratio to understand the exposure provided. For example, while IEMG has exposure to South Korean stocks, SPEM is like VWO and does not own them.
Great things rarely occur within your comfort zone. Earning revenue via commission-based mutual funds or annuities might seem straightforward and familiar, but it isn’t a sustainable way to grow your practice.
There’s been a steady trend in the advisory profession to fee-based practices and holistic wealth-management services. But just because this trend is widespread doesn’t mean that transitioning to fee-based models comes without challenges. My guest today, Jen Gloss, will discuss the why and how of transitioning from commissionable products to fee-based wealth management.
Municipal exchange-traded funds, still a relatively new and small part of the $4 trillion state and local debt market, have seen growth stall dramatically after record inflows last year as the shift away from mutual funds slowed.
To stand a chance of winning in this market, stock pickers need big tech exposure. Not all of them can get it.
TCW is the latest well-established asset manager poised to enter the ETF business. But unlike some of its peers, TCW is going the acquisition route. Today, TCW announced it is buying the Engine No. 1 ETF business.
TCW Group, the asset manager with a long history of managing bond funds, is expanding into exchange-traded funds with an agreement to buy an ETF business from activist investor Engine No. 1.
ESG scoring and mandates remain a subject we have contested since it sprang to life in 2020. The push of “woke activism” on, and by companies, to meet nebulous or artificial standards has led to various bad outcomes.
Investors willing and able to accept the illiquidity risk of CLOs should consider them as alternatives with attractive risk/reward characteristics.
The S&P 500 has generated double digit returns so far in 2023, but the gains have been narrowly focused. Heading into the second half, we will be watching to see whether the rally broadens or the market capitulates.
Investors with $250,000 or more to spend on municipal bonds are increasingly seeking opportunities to pick and choose what goes into their portfolios.
VettaFi’s Fixed Income Symposium, happening on July 24th, is fast approaching. The symposium will bring together industry thought leaders.
Investors have more investment options than ever before, thanks to the number and variety of exchange-traded funds available to everyone. Think of an investment strategy, and it’s probably available in an ETF.
While we agree with the enthusiasm for AI that has helped the market rally, investors may be better served by patience than by chasing recent risk-on sentiment.
Does stock risk decline the longer the holding period is? It’s a great question and something I received a comment about.
You may be able to add up to 200 basis points of excess return when a fund’s handicaps are applied as supplemental assessment to Morningstar gold-rated funds.
I discuss recent regime changes and reveal findings from the SPIVA scorecard and Morningstar’s U.S. Active/Passive Barometer.
Given attractive yields and strong credit conditions, we have a positive view on the municipal bond market for the second half of the year.
A conversation with Dave Nadig, Financial Futurist at VettaFi and Elisabeth Kashner, CFA, Director of ETF Research & Analytics at FactSet on ETF capital markets, regulation, and adoption.
The US Securities and Exchange Commission is set to impose a slate of new rules on money-market mutual funds, setting up a potential clash with titans in the $5.5 trillion industry.
Music star Taylor Swift has taken the country by storm this year, selling out large football stadiums in every city lucky enough to have her perform.
Exchange-traded funds are certainly popular with investors—here’s a look at how they can coexist in harmony with other investment vehicles, from David Mann, Head of ETF Product & Capital Markets.
A direct indexing solution can help make an investment portfolio as personalized as a home.
In this article, we’ll closely examine the EM bond ETFs that have performed the best over the past year.
The US Federal Reserve (“Fed”) paused rate hikes in June, but signaled it expects to deliver 50 basis points of additional hikes this year.
An ounce of optimism, a pound of prudence. It’s still a good time to be measured about taking risks in equities, but we believe the longer-term horizon holds particular promise for active stock pickers.
Political risks have always been present in emerging debt markets and we’ve long taken them into consideration within our overall country risk process.
What was billed as the year of fixed income is morphing into a massive game of catch-up for investors trying to capture some of the stock market’s gains.
In this article, we will explore why advisors may not need to worry about illiquidity regarding ESG and other specialty ETFs. We will also offer some tips on how to mitigate any potential issues.
Fintech can be a good way to combine the value opportunities of a technology stock with the stability often offered by financial institutions. Here’s what you need to know.
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Truist has a leading market share in many high-growth markets in the country.
Stock investors who planned for one thing in 2023 are getting something else entirely. Now, with the tech-obsessed market at risk of running away from them, the race is on to catch up.
Stocks are having a great year, but gold is doing even better. Year-to-date global equities are up roughly 9% in dollar terms; gold has advanced more than 10%.
Investors should rely on the wisdom of crowds as expressed through bond yields, not credit rating agencies, to judge fixed-income credit risk.
One of the advantages of exchange-traded funds (ETFs) compared to other investment vehicles is their relative liquidity. But what is liquidity for an ETF? How does that liquidity actually give ETF investors the upper hand, compared to other assets?
Diversification is a cornerstone of thoughtful, long-term focused investing. Incorporating assets and asset classes that don’t always move in tandem – that is, their returns aren’t strongly correlated – can help temper stock and bond market risk.
Tax-loss harvesting is one of the direct indexing’s biggest benefits. The automation that direct indexing provides greatly increases the strategy’s potential benefits.
