There are multiple factors to consider, including your tax rate.

Investors are paying close attention to China, Japan, and India ETFs lately, according to VettaFi’s Explorer data and analytics tool. Interest in non-U.S. economies is high as investors look for more ways to diversify their portfolios.

VettaFi’s vice chairman Tom Lydon discussed the SPDR S&P Regional Banking ETF (KRE) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”

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.

There’s another side to power, reflecting a more nuanced view. It can improve communication, convert more prospects and deepen relationships with existing clients.

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.

There is a particular “setup” that we’ve historically found to be associated with abrupt “air pockets” and “free falls” in the S&P 500. It combines hostile conditions in all three features most central to our investment discipline: rich valuations, unfavorable market internals, and extreme overextension.

The recent broadening out in market breadth has been accompanied by frothier investor sentiment, but using sentiment as a market-timing tool is tricky (if not impossible).

China's re-opening surge did not last.

Bets that artificial intelligence will revolutionize Corporate America and deliver riches to the biggest companies behind it will get a test Tuesday, as Microsoft Corp. and Alphabet Inc. report their first earnings since AI fever broke out.

I suppose you could say changing the Twitter bird logo to an “X” makes complete sense. As the recognized icon for “make it go away,” X just about sums up the achievements of Elon Musk’s social network so far.

Bitcoin dropped below $29,000 for the first time in over a month as the recent exorbitance over ETFs and a more favorable regulatory outlook eases.

BlackRock Inc.’s Rick Rieder says US high-yield risk premiums are not wide enough to entice investors, and that there are other areas of credit to consider allocating to.

Last year’s plunge in the S&P 500 made uber bear Mike Wilson the most celebrated stock forecaster on Wall Street. It’s a role he has failed to reprise in 2023.

Commodity ETFs have seen a significant dip in financial advisors' interest and YTD flows in 2023.

The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.

One of the unforeseen side effects of the current travel boom has been flight delays, mostly because of staff shortages, and this has raised the issue of pilot retirements.

VettaFi’s Tom Lydon offers key takeaways from their recent Fixed Income Symposium. Simplify ETFs’ Paul Kim discusses the firm’s recent growth and highlights several unique ETFs. Democracy Investments’ Julie Cane explains the investment thesis behind the Democracy International Fund ETF (DMCY).

Pulak Prasad is a successful investor in the Indian market, where he grew up. But he is also an amateur evolutionary biologist. His new book illustrates a powerful – and often money-making – link between the disciplines of investing and evolution.

As the recent regime changes between value and growth illustrate, momentum is unlikely to be successful in the long term.

Investors willing and able to accept the illiquidity risk of CLOs should consider them as alternatives with attractive risk/reward characteristics.

A lot of the conversation around the rise of artificial intelligence has focused on its threat to white-collar jobs and knowledge workers.

I sense a growing middle-of-the-road regulatory consensus on cryptocurrencies. It splits the difference between “crypto is a Ponzi scheme to defraud investors and enable criminals,” on the one hand, and “crypto solves ancient financial problems and will usher in an era of prosperity and freedom,” on the other.

Inspired by the modest market turbulence late last year, I just couldn’t resist trying my hand at a daily financial column. Only the names have been changed to protect the clueless.

This year, managers at Jefferies Financial Group Inc., Evercore Inc. and PJT Partners Inc. say they’ve been inundated with CVs from the likes of Goldman, Barclays Plc and Credit Suisse.

It’s shaping up to be a pivotal week for global stocks, as companies with a combined $27 trillion market value gear up to report quarterly earnings. As Netflix Inc. and Tesla Inc. showed last week, the pressure is on — to deliver or face a sharp selloff.

It made sense at the time. Jerome Powell was waging war on inflation. The bond market was flashing dire warnings. Practically everyone saw a recession coming.

Target-date funds, which make up over half of total 401(k) assets, are not following investment theory, exposing investors to excessive risk.

Financial companies that help address some of the world’s most pressing socioeconomic challenges deserve attention from sustainability-focused investors.

So far in 2023, equity markets have shrugged off banking stress, recession risk, and monetary tightening in favor of a more optimistic view. While risks remain, alternative data suggests that inflation may fall faster than expected as the economy remains relatively healthy.

This Knowledge Leader aims to provide solutions that can help societies overcome complex challenges. For example, NEC makes biometric identification systems, video analytics systems, and digital government solutions designed to improve the efficiency and transparency of government operations.

It is no secret that the biggest virtual event of the summer is the coming July 24 Fixed Income Symposium. Here’s why advisors can’t afford to miss this event.

Economic indicators are released every week to help provide insight into the overall health of the U.S. economy. In this article, we examine indicators from the past week, such as inflation, that shed light on both inflationary trends and sentiment within the market.

Last month, BlackRock Inc., the world’s biggest money manager, asked the Securities and Exchange Commission to approve a spot Bitcoin exchange-traded fund — a fund that would invest in the digital currency directly rather than through futures markets.

Global corporate bond returns just hit their highest level this year on bets that the inflation crisis is coming to an end. Some investors say this may be as good as it gets, with dangers lurking in credit markets for the second half.

China’s ultra-long government bonds are seeing heated demand as the economy’s dire outlook and expectations for modest stimulus drive bets for further gains.

Crypto investors appear to be the most optimistic in over a year about the odds of the world’s biggest Bitcoin investment product being allowed to be turned into an exchange-traded fund.

An out-of-cycle rebalance in the Nasdaq 100 is adding another layer of wrinkles to stock trading with a flood of options expiring Friday.

Home country bias means that investors may be overlooking international bonds. Certainly, the flows into U.S. fixed income ETFs dwarf the flows into international bond ETFs. That could be a missed opportunity.

Transitioning to a green net-zero economy requires climate solutions that enable the economy to decarbonise, such as renewable energy, electric vehicles, and recycling technologies.

Health care’s innovation-driven growth and inherent resilience makes it a natural fit for dividend growth investors, according to Franklin Equity Group.

Amazon is the world’s largest online retailer and a prominent player in the field of cloud services, digital streaming, and artificial intelligence. This Knowledge Leader has redefined the landscape of e-commerce and technology.

The MSCI EM index is up 20% from its bottom last October, but is almost 30% below its February 2021 peak. Thus, it has lagged other major markets globally. We have seen and heard investors getting more positive on emerging equities and reallocating capital accordingly.

Tesla Inc.’s latest results gave bulls a lot of what they wanted: An earnings beat, tantalizing shots of the Cybertruck, and an “internal projection of Dojo compute power,” referring to the in-house supercomputer.

Perhaps taking a page from the US, where retirement funds have long made significant equity investments, the UK is hoping that adding lots of private equity to its pension pots will drive higher returns and superior growth outcomes.

Nasdaq Inc. became the latest mainstream financial firm to take a step back from digital assets, aborting its launch of a custodian business in the US due to the shifting business and regulatory environment.

Wells Fargo & Co. grabbed the most trading and dealmaking market share in years, a key milestone for Chief Executive Officer Charlie Scharf’s quest to build the fourth-largest US bank into a more formidable Wall Street player.

Goldman Sachs Group Inc.’s profit plunged as the Wall Street giant notched one of its weakest quarters under Chief Executive Officer David Solomon.

Using LOGICLY’s data and analytics platform, this article looks at the top funds in the equity asset class that have brought in the most assets YTD.