Tuesday brought a decision felt throughout the cryptocurrency ecosystem. The United States Court of Appeals ruled that Grayscale can convert GBTC into a spot bitcoin exchange traded fund.
First, let me start with a tweet by Larry Summers, though this chart has been passed around by Andreas Steno Larsen and others.
Today the monthly Job Openings and Labor Turnover survey came out for the month of July. Expectations were for 9.5 million job openings, but the actual figure came in at 8.87 million, representing the biggest miss in recent history.
A Conversation With: Matthew Bartolini, Head of SPDR Americas Research, SPDR ETFs and Dave Nadig, Financial Futurist, VettaFi
Investors seeking higher yields and relatively low risk, and are willing to sacrifice liquidity, will find attractive opportunities in interval funds that invest in senior-secured, sponsored middle-market loans.
Fears of inflation arise, in part, from the fact that its sources seem mysterious and uncontrollable while it extracts immediate, adverse effects on essentially all people’s lives and household budgets.
Shares of Tesla Inc. are famously among the most-volatile in the market, but one exchange-traded fund issuer reckons it can time its bets on the electric-vehicle maker to amplify gains and cushion declines.
The US market for initial public offerings is finally reopening after the sleepiest stretch in 32 years. Grocery delivery business Instacart, data automation provider Klaviyo and semiconductor designer Arm Holdings Ltd. all filed to go public last week.
A global surge in demand and subsequent shortage of key industrial components has turned companies like Nvidia Corp., Taiwan Semiconductor Manufacturing Co. and ASML Holding NV into hugely influential names.
President Joe Biden and his team insist that “Bidenomics” — a term they’ve embraced — is more than a mere bundle of policy initiatives.
The turmoil in the banking system earlier this year caused private-debt issuers to make concessions, including floating rates and improved covenants, which make this an attractive asset class.
Dave Wysocki, Vice President of Sales at Harvest ETFs discusses why ETF liquidity is different from stock liquidity.
When it comes to AI, VettaFi’s financial futurist Dave Nadig said that thanks to ChatGPT, “we’re in this bit of a hype cycle.” But we’re also “in a bit of the reality-check cycle.”
Broadly speaking, equity-based strategies fueled the initial boom in environmental, social, and governance exchange traded fund proliferation. As a result, criticism lobbed at ESG investing has focused on equity-based ESG funds.
Fitch’s recent downgrade of the U.S. debt rating alarmed investors as the deficit and debt steadily increased. The downgrade sent 10-year Treasury bond yields above 4%, causing concern about America’s deteriorating financial condition.
We have observed increasing volatility within our Systematic Global Macro (SGM) portfolio, partly driven by an increase in volatility in our equity positions.
VettaFi’s vice chairman Tom Lydon discussed the Industrial Select Sector SPDR® ETF (XLI)on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Some ETF issuers are not only investing in AI, but are instead investing with AI.
When discussing AI, the large companies like Microsoft, Tesla, or NVIDIA typically take up most of the oxygen. But Matthew Bartolini, managing director at State Street Global Advisors and head of SPDR Americas research, noted that “innovation happens down the cap spectrum.”
Artificial intelligence is one of the top investment themes this year and is the new megatrend likely to last for at least the next decade. BlackRock’s Jay Jacobs and Global X’s Pedro Palandrani joined VettaFi’s head of research, Todd Rosenbluth, to discuss AI investing and companies to look to in the coming years at the recent AI Symposium hosted by VettaFi.
Active ETFs have had a big year so far in 2023 by several metrics. From institutional investor interest to advisors planning to up allocations, active strategies have grown in popularity. With their ability to invest nimbly and lean on managerial expertise, that appeal makes some sense.
There is a plethora of AI-related investment opportunities, with the winners and losers yet to be determined.
Artificial Intelligence (AI) has the potential to impact every corner of the economy. This technology is already changing the way data is used in investment decisions and is a burgeoning investment mega-trend. On August 30th, VettaFi will host an AI Symposium that will bring experts and thought leaders together to unpack the opportunities AI will create as it continues to rise in prominence.
VettaFi’s Artificial Intelligence Symposium is happening today. Investors and advisors seeking to better understand this complicated and exciting new technology will have the opportunity to hear from experts and thought leaders. Additionally, they can do so for free while earning CE credits. Now is the time to expand your understanding of this critical topic.
News that a Washington DC Court of Appeals ruled in favor of Grayscale Investments LLC over the Securities and Exchange Commission has ignited hope that a Bitcoin exchange-traded fund will soon be available. Bitcoin prices jumped.
Disrupted global trade is weighing on Germany's performance.
With electricians, plumbers and other professionals in high demand, many Americans fresh out of university are questioning whether their expensive education was worth it.
At the heart of our assessment of the stock market is our Capitalized Profits Model.
In the first installment of our three-part series on global supply chains, Portfolio Managers Peeyush Mittal and Inbok Song discuss why and where trading networks and manufacturing hubs are changing and how it’s impacting the international investment landscape.
China's economy may have spillover effects on global economic and earnings growth, but it's unlikely to lead to global financial contagion and send stock markets materially lower.
Several key economic indicators are released every week offering valuable insights into the overall health of the U.S. economy. Policymakers and advisors closely monitor economic indicators to understand recession risk and the direction of interest rates because the data can ultimately impact business decisions and financial markets.
The United States Court of Appeals announced this morning it’s ruling in favor of the Grayscale petition to convert its flagship fund, GBTC, to a bitcoin ETF. In the intricate game of chess the SEC plays with bitcoin funds, it’s a “check” for Grayscale’s white knight strategy.
Charles Schwab’s Tom Generazio goes in-depth on best ETF trading practices. Armada ETFs’ Phil Bak spotlights the Private Real Estate Strategy via Liquid REITs ETF (PRVT). VettaFi’s Todd Rosenbluth discusses bitcoin ETFs, F/m Investments' mutual fund share class filing, Cramer ETFs, physical gold ETFs, and more.
Why is it so hard to gain the confidence with my existing clients that I have with prospects and raise their fees?
For organizations thinking about cutting back their technology investment because of recent volatility, here are a few considerations to give you pause.
Whereas my last article focused on what I call the “balanced believer,” this piece explores the “private investigator” mindset.
It’s time to focus on your happiness. Here are some tips, including some unconventional suggestions.
The journey to a potential Bitcoin ETF has so far been long and arduous. But some key decisions in the race are likely coming this week as crypto faithful await to see how things play out this time.
The world’s most powerful central bankers have vowed in unison to keep interest rates higher for longer if necessary to tame inflation.
Federal Reserve Chair Jerome Powell briskly dispensed with the idea of raising the central bank’s inflation target in his speech at the Jackson Hole conference last week. But the idea isn’t going away.
AI is a tool to elevate and redefine job duties. Here are strategies for how AI can augment the work of fiduciary advisors while helping them stay relevant and competitive.
Let’s explore the transformative potential of AI and the opportunities and challenges it presents and make an informed decision about harnessing its power for your firm.
A few weeks ago, VettaFi announced an AI symposium at the end of the month. Our hope was to bring some of the leading experts in asset management to discuss how the future is fast approaching.
Financial advisors have a unique job. To be competent, they must deeply understand some highly specialized topics centered around finance.
Taxable municipal bonds may be an attractive option for investors in lower tax brackets, but there are things investors should know before making a decision.
So-called “finfluencers” are preying on naïve investors, promising unrealistic returns while generating excessive commissions for themselves. Their bait is an indexed-universal life (IUL) policy. Read this to avoid making a costly mistake.
Applying planning expertise is a very complicated art form, a skill that is acquired over time, but which can be accelerated if there were a way to capture many of things that soon-to-be-retired advisors have learned through years of practice.
Like Samuel Beckett’s titular character Godot, we are still waiting the all-but-certain U.S. recession. It may yet happen, but it’s wise to understand why forecasters were so grossly incorrect.
Surging interest in artificial intelligence systems will add further strain to global electricity grids with the potential to rival the massive energy consumption of Bitcoin. Thankfully, the premier cryptocurrency has shown us a way to mitigate the impact.
Beaten-down US Treasuries are proving irresistible to some investors even after Federal Reserve Chair Jerome Powell said he’s ready to raise interest rates again to choke off inflation.
