Advisors plan to allocate more to fixed income ETFs as 2024 approaches. In a poll conducted by VettaFi, attendees were asked what bond changes they were considering heading into year-end. And 60% of respondents said they plan to add to fixed income ETF exposure using proceeds from cash and/or equities.
VettaFi’s Lara Crigger discusses ARK Invest’s future, Fidelity’s recent ETF share class filing, and key stories to watch the remainder of the year. ETF.com’s Jeff Benjamin offers an inside look at how the media covers ETFs, including important tips for financial advisors and industry professionals seeking exposure.
The US Treasury increased its planned sales of longer-term securities by slightly less than most major dealers expected in its quarterly debt-issuance plan, in a move that signals officials may be concerned about the surge in yields over the past several months.
Active ETFs have been recently gaining momentum among investors as market conditions shift to serve active management. But when it comes to active or passive investing, it shouldn’t be an either/or proposition.
The significant outperformance of US stocks over the last decade is unlikely to repeat over the coming 10 years, according to Goldman Sachs Group Inc.’s chief global equity strategist.
The renewed opportunity set in fixed income is enabling investors to achieve attractive returns while taking on less risk.
Much of our technology is complex and confusing. How can we fix that?
The US Treasury reduced its estimate for federal borrowing for the current quarter thanks to stronger-than-expected revenues, offering some relief for investors concerned about the rapidly widening fiscal deficit.
Over the past seven days, bitcoin has surged more than 20%. That’s a bull market unto itself. It’s also one fueled by speculation that the SEC will soon approve ETFs with spot bitcoin exposure.
In this article, Portfolio Managers Jonathan Curtis and Ryan Biggs share their insights on where they see opportunities in digital transformation and how they are thinking about the relative attractiveness of public and private company investment opportunities.
Sugar prices continue their upward journey to new highs, but that shouldn’t prevent consumers from curbing their Halloween spending. From an investment standpoint, getting exposure to rising sugar prices amid inflationary pressures is an ideal move.
Chief Economist Eugenio J. Alemán discusses current economic conditions.
The S&P 500 closed at 4,117 on Friday, more than 10% below its recent peak in late July. Some are saying it’s a brand-new bear market for stocks.
All of a sudden there is a flurry of activity around artificial intelligence policy. President Joe Biden is scheduled to issue an executive order on the topic today. An AI safety summit is being held in the UK later this week. And last week, the US Senate held a closed-door forum on research and development in AI.
Calamos Investments and Aksia joined forces this year to launch the Calamos Aksia Alternative Credit and Income Fund (CAPIX), an interval fund designed to provide advisors and their clients access to private debt investments – most of them historically only accessible to institutions – with the liquidity investors demand. The accessibility concept was nothing new for Calamos – it created one of the first retail liquid alternatives funds three decades ago – and for private credit, it engaged a partner, Aksia, that has been managing private credit for institutions almost as long. (For its part, this is Aksia’s first foray into advisors and retail clients.). Calamos’s Bob Behan is here to talk about the partnership and the current opportunity set in private credit.
Like many advisory firms, we work with many multi-generational families and use a team approach that matches our younger advisors with clients in the same demographic to help them prepare to be good stewards of assets they earn and inherit.
While getting your loans wiped out in one fell swoop can seem like a lifesaver, it may come with some negative financial implications. I cover what you need to know.
US blue-chip companies unleashed a wave of bond sales on Monday as borrowers look to sell new debt in a week jam-packed with bond auctions, central bank meetings and fresh economic data.
The financial world’s computer-loving crowd is preparing for the dawn of a new AI-powered era — but that doesn’t mean they’re ready to fully embrace the technology just yet.
Goldman Sachs Group Inc. lifted its long-term growth estimates for the US and many other major economies as generative artificial intelligence is set to boost productivity over the next decade.
Of all the negative articles written about Amazon.com Inc. through the years, one piece in particular stung the company more than most. Claiming that Amazon’s aggressive pursuit of growth had come at the expense of a good shopping experience for its customers, New York magazine this January criticized what it called “The Junkification of Amazon.”
Ryan Russell passed away, following a 17-month battle with cancer.
If you believe that an easy solution to improve lower-class standards of living is to raise the minimum wage, or you are curious about what university presidents spend their time on, Angus Deaton’s new book provide insightful answers to those and many more questions that, taken together, challenge the relevance of modern economics and the capitalism it supports.
On October 27, 2023, VettaFi hosted an Income Strategy Symposium that saw nearly 900 advisors and investors register for the event. The symposium was a success for everyone involved, and included some of the top firms and individuals in the industry offering their insights into several different income-related topics.
Many entry-level jobs, especially those in education and social services, do not pay well enough for recent graduates to balance their student loan payments with rent and other expenses. This is where income-based repayment plans for student loans come in.
With the Federal Reserve poised to change direction, investors who have been investing in very short-term securities may soon face "reinvestment risk."
With 10-year Treasury yields hovering around 4.84%, the flirtation with 5% is ongoing and dangerous, spooking many fixed income investors in the process.
In our latest fixed income insight, we highlight four compelling investments for the remainder of 2023 and into 2024.
VettaFi hosted an Income Strategy Symposium that saw nearly 900 advisors and investors register for the event. The symposium was a success for everyone involved and included some of the top firms and individuals in the industry offering their insights into several different income-related topics.
On this episode of the “ETF of the Week” podcast, Tom Lydon discussed the VanEck Morningstar Wide Moat ETF (MOAT) with Chuck Jaffe of “Money Life.” The pair discussed several different topics regarding the fund to give investors insight into it.
VettaFi’s vice chairman Tom Lydon discussed the RiverFront Strategic Income Fund (RIGS)on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”t
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will discuss the concept of value investing and its importance in the world of investing.
While environmental, social, and governance criticism remains elevated (and loud) and interest rates are affecting the performance of the related equities and exchange traded funds, ESG-committed investors can find relief on multiple fronts.
US stocks carry too much risk and buying Treasuries will pay off, according to M&G Plc as the $402 billion fund house navigates the brutal selloff in global markets.
Despite some signs of slowdown in the economy, the biggest stories in the market still revolve around big tech earnings and artificial intelligence.
The data science wave is here, and bond managers must adapt traditional investment processes to harness new technologies and amplify human talent.
Bitcoin has jumped on bets that the first US exchange-traded funds investing directly in the token are set to be approved. The question now is whether an actual green light for the products would spur some profit-taking.
The ancient Greeks had a word κάθαρσις, which in English we now spell as “catharsis,” although it’s pronounced basically the same. It originally referred to purifying religious ceremonies, medical treatments, and so on.
Rising yields have undoubtedly done a number on bond prices, but they open up bearish opportunities in certain inverse leverage exchange traded funds (ETFs).
The ideal rebalancing range varies by investor and depends on an investor’s risk tolerance and market views, among other factors. In a prolonged equity bull market, wider rebalancing ranges will result in higher returns, but also increase a portfolio’s risk.
Amazon.com Inc. Chief Executive Officer Andy Jassy gave investors much of what they wanted this earnings season: robust sales and profit growth along with a hint that the cloud division earnings machine is regaining momentum.
The world is becoming an increasingly diverse place, especially the societies that we live in and we invest in. It’s not just about social equity that companies need to focus on diversity, equity, and inclusion; it’s really about business fundamentals.
Credit challenges to come as the economy slows.
The rout in US stocks has brought the S&P 500 Index to a crucial inflection point. It’s teetering near a correction after breaching 4,200 for the first time since May — a key technical level that may point to a longer-term selloff.
Embattled debt investors like the look of 5% Treasury yields as they weigh the risk-versus-reward scales for the world’s biggest bond market.
Ethereum serves as the platform for transactions conducted in the digital currency known as ether. It is widely known as the second-largest crypto asset behind Bitcoin.
There are periods of time in the investing world when contradictions and disagreement among “experts” run rampant. Often, those periods tend to coincide with inflection points in cycles, although you only really know that with the benefit of hindsight, in my opinion.
Private credit is being sought—with the goals of income and capital preservation—to achieve real capital growth and drive portfolio returns among retail and institutional clients alike.
Earlier this October, VettaFi announced that the Susan G. Komen Foundation would be the cause of the month. October is also Breast Cancer Awareness Month. VettaFi is pleased to announce that it will be taking its support to the next level.
