In their latest article, Why Hold Expensive Slow-Growing Stocks? An Alternative Framework for Value and Growth Indices, Chris Brightman, Campbell Harvey, Que Nguyen, and Omid Shakernia, argue that traditional style-box construction forces investors to hold stocks that are neither true “value” nor true “growth”—notably, expensive, slow-growing companies that have historically underperformed.

Actively managed ETFs, particularly those of the fixed income variety, are among the fastest-growing ETF segments today. That growth has been facilitated in part by advisors moving away from higher-fee mutual funds and issuers converting popular mutual funds to the ETF wrapper, among other factors.

On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, discussed the Capital Group Municipal Income ETF (CGMU) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF.

October saw some strong data for bond ETFs, according to recent research, suggesting opportunities may abound in the category.

Markets move fast, and in the ETF corner of the world, sometimes it feels like it’s practically impossible to keep up. Product development and proliferation have been so intense in recent months. New tickers are coming at us faster than ever.

The future of wealth management — especially in the HNW segments — depends on advisors' ability to provide tailored, cross-disciplinary solutions. Case design is central to delivering that value.

As I detailed in August, our most reliable valuation measures – based on their relationship with actual subsequent S&P 500 total returns across a century of market history – suggest that the expectations of investors for long-term market returns are wildly misaligned with the returns implied by discounted cash flows.

Many people see the stock market as a casino, but according to Chuck Carnevale, co-founder of FAST Graphs and “Mr. Valuation,” the truth is far more rational. How does the stock market work? The market isn’t about luck — it’s a mechanism for allocating capital and rewarding disciplined investors who understand value.

A weakening greenback is being compounded by global de-dollarization and lower interest rates, creating an environment for emerging markets (EM) ETFs to prosper. In turn, more investors are flocking into EM equities, but for more targeted exposure, South Korea could present an intriguing alternative.

For half a century, Vanguard has been the high priest of passive investing. Its low-cost index funds have reshaped finance, humbled stockpickers, and made the Pennsylvania-based firm an $11.6 trillion behemoth.

Gold resembles stocks more than bonds in terms of risk, although stocks have been better performers. Since 1968, gold has been about 20% more volatile than the S&P 500 while trailing it by 2.3 percentage points a year.

Aggressive policy changes from Washington have introduced potential long-term economic risks, but markets continue to rally because the near-term conditions remain favorable.

Although specific themes come in and out of favor, thematic investing is here to stay, as investors seek diversified exposure to hot new trends and industry disruption.

On this episode of the “ETF of the Week” podcast, VettaFi’s head of research, Todd Rosenbluth, discussed the T. Rowe Price QM U.S. Bond ETF (TAGG) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF.

I’m a big believer in simplicity for most things, and that includes investing. When constructing a portfolio, simplicity is what I aim for. In this piece, I offer a brief summary of how I analyze the holdings and make recommendations on what to keep and what to get out of when a client asks me to review and improve their investments.

In just two years, India has gone from being the best-loved emerging market to the most sold, and now investors are bracing themselves for yet another quarter of disappointing corporate earnings.

Every market jolt this year — from April’s tariff scare to September’s tech pullback — has met the same reflex on Wall Street: more ETF buying. That collective impulse has now pushed US exchange-traded fund inflows past $1 trillion, the fastest asset haul the industry has ever seen.

As the Fall gets into gear, more and more investors and advisors will be considering their end of year tax bills. While markets saw plenty of uncertainty and upheaval so far in 2025, many will be facing significant tax implications on their gains.

Separately managed accounts, paired with systematic tax management, had the power to capture losses in the third quarter—even when the market was up.

On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, discusses the Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) with Chuck Jaffe of Money Life. The pair discusses several topics related to the fund to give investors a deeper understanding of the ETF.

The stock market as we know it is on the brink of a transformation.

In this article, Russ Koesterich discusses how September, typically a month that exhibits seasonal market weakness, is showing surprising strength.

For more than two decades, US money managers have looked on enviously as Vanguard Group reaped the benefits of a unique structure that grafted the advantages of an ETF onto its biggest mutual funds.

Over 60% of small cap investors use passive funds, but we strongly believe this is a missed opportunity, as small caps have consistently been one of the most reliable sources of alpha available in the public markets.

JFLX charges a 45 basis point net fee for its investors. The strategy, per its prospectus, is empowered to invest across the debt spectrum. Its managers can shift its active strategy toward markets or sectors as market conditions change.

VettaFi’s Head of Research Todd Rosenbluth discussed the Fidelity Investment Grade Securitized ETF (FSEC) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”

Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.

Business owners who sponsor 401(k) and other defined contribution plans will soon be faced with another decision: whether to offer alternative-investment options among a plan’s investment options.

Taxes can have a major impact on the long-term growth of a portfolio. Find out how continuous, thoughtful tax management can help investors maximize their wealth.

Municipal bonds, commonly referred to as “munis,” are debt securities issued by states, cities, counties, and other state governmental entities to fund public projects.

Active ETFs are in growth mode, but they’re still way behind their passive brethren, and narrow-use vehicles flummox investors.

Division by zero is known as a “singularity.” It’s the point where equations break down, values become “indeterminate,” things stop working normally, and variables shoot toward infinity and suddenly collapse on the other side.

In this article, a behavioral approach is taken to determine if there is high confidence in a company’s cash flow estimates. Each of the behavioral indicators employs a “put your money where your mouth is” measure that provides a reward if correct and a penalty if wrong.

Growth and income funds have a dual mandate to target both capital appreciation and current income, typically generated through dividends or interest payments.

Target date funds represent the investment industry's best thinking about how people should invest for retirement.

For as long as I can remember, institutional investors have been hailed the “smart money” and retail investors derided as rubes.

Greater mega-cap stock exposure carries significant upside risks, but concentration can also work against investors—helping make the case for diversification in portfolios.

Once again, the president is questioning what purpose is served by publicly traded companies issuing quarterly earnings reports. Not only did Donald Trump raise this issue back in 2018 — so did Barack Obama in 2015.

VettaFi’s Head of Research Todd Rosenbluth discussed the Thornburg Multi Sector Bond ETF (TMB) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”

WisdomTree Inc. launched its first tokenized fund that gives investors exposure to private credit, marking the latest attempt by Wall Street to connect fast-growing markets with blockchain technology.

Ben Fulton, CEO of WEBs Investments, highlights the firm’s suite of Defined Volatility ETFs, which dynamically adjust equity market exposure based on real-time market volatility. Arthur Nowak, Client Portfolio Manager at Alger, discusses the firm’s high-conviction approach to investing in innovation and growth – including the Alger AI Enablers & Adopters ETF (ALAI).

I am a retail advisor and an investment writer, and I have built and managed public funds. Therefore, I see this from multiple angles. But the only angle that matters is that of the retail investor. Let’s evaluate private markets based on liquidity, returns, transparency, and measurement standards.

With an interest rate cut looming this month, investors may be looking at their available options. For many, their passive bond funds have done well, but may not be well-positioned for one or potentially multiple cuts.

Whether you’re building your portfolio, trying to diversify or considering new investments, understanding the difference between active and passive funds is extremely helpful. Both mutual funds and exchange-traded funds (ETFs) can be either active or passive.

Municipal bond exchange-traded funds drew more than double the amount of cash this year compared to traditional mutual funds focused on the asset class, highlighting the growing popularity of ETFs as an investment vehicle in the space.

Investors fretting over signs the bull market in stocks is pushing toward unsustainable levels will soon have another thing to worry about.

Benefit Street Partners believes private credit managers need to focus on the financial conditions during a fund’s investment period. Skilled managers know when to dynamically deploy more capital or pull back, as the weather changes.

Mutual funds are bleeding assets anew, just as their ETF cousins break fresh records.

Despite Tuesday’s wobble, the narrative that has been fueling the sharp recovery in US equities since April remains supportive as the drivers of the rally are still intact.