ETF

For new investors, the world of finance can appear daunting. But among the sea of investment options, Treasury bonds (often just called “Treasuries”) are a pillar of stability and reliability.

A return to the Great Moderation Era looks unlikely, which might lead to an increasingly volatile—and somewhat unfamiliar—inflationary, economic, and geopolitical landscape.

In arguably quiet fashion, active managers are performing admirably in 2023. An impressive percentage of active equity and fixed income funds beat their benchmarks in the first half of the year.

The term “Bond Vigilantes” is a nostalgic twist on an old-west theme. In the nineteenth century, the American West formed self-appointed groups, or committees, to seize the duties of law enforcement and judicial authority in situations when citizens found law enforcement lacking or inadequate.

Now seems like a good time to talk about wrappers and which ones are best for different situations. How do you decide whether to use an ETF, a mutual fund, or something else?

Confidence is returning to the bond markets and one sign is corporations’ willingness to start taking on debt again with new issuance.

Markets are convinced that the Federal Reserve (Fed) is going to pause its interest rate campaign after it finalizes its Federal Open Market Committee (FOMC) meeting on Wednesday, September 20.

Despite substantial growth and huge advancements in public policy support, clean energy has had an abysmal stretch in the stock market the last two and a half years.

In a significant turnaround for its aviation sector, Mexico’s air safety rating was upgraded from Category 2 back to Category 1 by the Federal Aviation Administration (FAA). The upgrade could be a game-changer, offering opportunities for both Mexican airlines and their U.S. joint venture partners.

Competing narratives have emerged to describe the state of the U.S. economy.

As the artificial intelligence (AI) investment thesis continues evolving, one benefit accrued by investors will be that it becomes easier to identify winners and losers.

With actively managed ETFs, advisors and clients are willing to pay a premium relative to investing in an index-based approach. However, they want to be rewarded. In 2023, VettaFi is seeing this occur and is eager to share more about some of these active equity ETF strategies.

Today, I am going to do something that I've never done. I am going to start a two-part series describing what is in my personal portfolio and why. Let me start by offering two caveats: This letter is in the “do as I say and not as I do” category.

Bitcoin, the largest cryptocurrency by market value, is mired in a slump. The decision in the Greyscale case stoked optimism that the SEC will eventually, finally approve spot bitcoin ETFs. Still, the bitcoin slump has erased all of the upside generated by the court ruling.

Bearish China traders have had the upper hand for most of the year. Still, easing deflation could give bulls a glimmer of hope.

Some investment trends seem obvious — people are watching more streaming movies, consumers like shopping online, and more people are buying electric cars. So why don’t these ETFs always work?

Although US bond yields are well above their lows of the past decade, it’s always a good idea to think globally.

Last week the World Gold Council reported that central banks continued to add to their global gold reserves during the month of July. The World Gold Council also highlighted that China, Poland and Turkey were among the countries that were the largest buyers of gold during the month.

Touchstone Investments now has six actively managed ETFs. It seeks to bring its “distinctively active” mutual fund approach to meet advisors where they are focused.

VettaFi’s Equity Symposium is just over a week away and will provide advisors with free access to some of the most important thought leaders in the investment space.

Recently, some clarity emerged on Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor (NYSE: TSM) — two of the most important names in the semiconductor industry.

A wide range of possible outcomes, a multitude of negative earners, and significantly less Wall Street coverage are just a few of the reasons investors in the small-cap universe should consider active managers who could steer them toward better results.

ETFs are the instrument of choice for millions of investors in the U.S. Through a single trade and for a relatively low price, an investor gains broad exposure to a market, sector or niche.

ESG has dominated advisors’ minds when it comes to looking at the current generation of young prospective clients. It remains a popular investment approach for millennial and Gen Z clients per surveys.

While there are lots of reasons to celebrate the growth stocks inside the NASDAQ 100 index, some advisors might be looking for alternatives to the market-cap weighted index ETFs that reduce their risk profile. Thankfully there are some choices to consider.

Growth stocks are getting the better of their value rivals this year. Still, that doesn’t mean exchange traded funds dedicated to value stocks are delivering losses. Rather, the opposite is true. It’s just that growth stocks are delivered better returns though the first eight months of the year.

In September, where volatility can strike at any time, investors will want the safety cushion of bonds for their portfolio. At the same time, short duration continues to be the default play as the U.S. Federal Reserve still attempts to cool down inflation further.

Today's economic conditions are attractive for BDCs (business development companies), and some benefit from businesses seeking alternative financing sources.

Mega-cap stocks continue to dominate the market in 2023. The question is, why? After all, many other great companies have arguably much better valuations and fundamentals.

Innovative provider of custom indexes becomes a key part of a growing suite of VettaFi index solutions, which now power nearly $19 billion in ETFs and other vehicles.

Even though past performance doesn’t guarantee future results, investors should prepare for continued market volatility this month.

Greetings from Europe. I promised to write a letter describing my personal investment portfolio. I still plan to, but it won’t be this week.

High-yield bonds, often referred to as “junk” or “speculative grade,” are corporate bonds that command a higher interest rate than other bonds. This higher yield is essentially compensation for the increased risk of default that investors assume when purchasing these securities.

An efficient avenue for asset managers and fund issuers to avoid regulatory scrutiny of products with the environmental, social, and governance (ESG) label is to ensure that those funds live up their ESG ETF billing. That can be accomplished with data-intensive approaches.

Vanguard has forecasted that inflation will remain sticky, so the U.S. central bank will continue raising rates. But the investment giant also estimates that a recession still won’t hit the U.S. this year.

Conference season has come for Financial Services. Future Proof is coming up and Exchange is right around the corner. Many advisors have complex, busy schedules.

Dina Ting, Franklin Templeton ETFs’ Head of Global Index Portfolio Management, explores the positive trends that are making a case for holding UK equities.

Many investors are starting to look for ways to diversify their portfolios and protect their wealth. One way investors have done so in the past is through investing in gold.

Equity investors should look beyond the hype for companies with clear strategies to profitably monetize the benefits of generative AI.

Most portfolios live or die based on their equity allocations. VettaFi is thrilled to announce that they will be hosting an Equity Symposium on September 21st.