Exchange-Traded Products

Choppiness in the equity market continues as investors look to see a debt limit deal approved.

David Dali, Head of Portfolio Strategy, provides his 12-month outlook for global equity markets.

Because exchange-traded funds (ETFs) offer a dynamic product that can serve as a buy-and-hold or buy-and-sell investment, they can offer investors the opportunity to reap long-term or short-term gains. Knowing the difference between the two is crucial, especially when it comes time for taxes.

Artificial intelligence (AI) has revolutionized how we live and work, and it is now poised to transform the investing world. As technology continues to evolve and mature, investors are increasingly turning to AI-focused ETFs to gain exposure to this dynamic and rapidly growing sector.

This week, the VettaFi Voices come together for an abbreviated chat about an important topic: the debt ceiling.

The concentration of gains up the cap spectrum isn't itself a precursor to weakness; it's the lack of participation from the "average stock" that warrants some caution.

Several key economic indicators come out every week to help provide insight into the overall health of the U.S. economy. Policymakers and advisors closely monitor these indicators to understand the direction of interest rates, as the data can significantly impact business decisions and financial markets.

For this edition of Bull vs. Bear, Elle Caruso and Karrie Gordon discussed the pros and cons of investing in fossil fuels.

Like planting seeds, sometimes new investment vehicles take time to take root. David Mann, Franklin Templeton’s Head of Global ETF Product and Capital Markets, draws parallels between gardening and developing and growing new ETFs.

We've described the past several years' stock market as a seesaw in which the "market" was the fulcrum of the seesaw. On one side of the seesaw sit the highly speculative growth sectors and on the other side, sit virtually everything else in the global equity markets.

If you were doubting whether the age of AI has arrived, NVIDIA’s stock performance this week may have given you second thoughts.

Last week the VettaFi Voices gathered to reflect on a year at VettaFi under the firm’s new name. The team celebrated wins, and time spent together, and shared their favorite insights and highlights from a busy twelve months.

With a year-to-date gain of just over 60%, Tesla stock keeps rolling higher, and the company’s recent shareholder meeting could continue to appease the bulls — if the electric automaker manages to hit its goals.

Stocks are having a great year, but gold is doing even better. Year-to-date global equities are up roughly 9% in dollar terms; gold has advanced more than 10%.

The two primary styles of dividend investing are growth and yield. In the latter, investors embrace stocks with what are deemed above-average yields — often from slower-growth sectors, such as utilities and real estate.

Most of us spent moments of our childhood, crayon in hand, connecting numbered dots that gradually revealed a picture that we couldn’t deduce simply by looking at the separate dots. With experience, we got better at looking at those isolated dots and mentally connecting them into a coherent “gestalt.”

One of the advantages of exchange-traded funds (ETFs) compared to other investment vehicles is their relative liquidity. But what is liquidity for an ETF? How does that liquidity actually give ETF investors the upper hand, compared to other assets?

One metric I look at fairly often for various countries is the relationship between the performance of stocks vs. bonds. The idea is straightforward enough: when stocks are outperforming bonds, it tends to be associated with a growing economy.

Diversification is a cornerstone of thoughtful, long-term focused investing. Incorporating assets and asset classes that don’t always move in tandem – that is, their returns aren’t strongly correlated – can help temper stock and bond market risk.

Several key economic indicators are released every week to help provide insight into the overall health of the U.S. economy. Policymakers and advisors closely monitor these indicators to understand the direction of interest rates.

Tax-loss harvesting is one of the direct indexing’s biggest benefits. The automation that direct indexing provides greatly increases the strategy’s potential benefits.

The distinction between futures-based ETFs and crypto equity ETFs is clear when you look closely at the two. But even when examining them closely, it may be difficult to distinguish between the different types of blockchain/crypto equity ETFs because of similarities with fintech, metaverse, and Web3 concepts.

Although attendance was down this year compared to last—mostly because Bitcoin’s price is still off its record high of approximately $69,000, set in November 2021—there was nevertheless an impressive turnout of investors of all ages, industry leaders, policymakers and more.

Factor investing has seen increased popularity in the US. Investors may also want to consider increasing their opportunity set by considering factors abroad.

After embarking on a rapid tightening cycle in March 2022, the Federal Open Market Committee (FOMC) appears poised to pause its interest rate hikes in the middle of this year.

For this edition of Bull vs. Bear, James Comtois, and Elle Caruso discussed the pros and cons of using single-stock ETFs to express opinions on stock earnings.

The CBOE Volatility Index (VIX) is down about 26% for the year, but investors shouldn’t assume there won’t be market fluctuations ahead, especially with quantitative traders increasing their activity as of late.

When an exchange traded fund (ETF) is associated with high or low beta, what exactly does that entail? It all boils down to risk and how much an investor is willing to accept, which is different for everybody.

We think the U.S. debt limit showdown will spark renewed volatility in markets. That risk reinforces why we stay invested and cautious by going up in quality.

The Banking emergency arising with mid-sized, regional banks is a direct consequence of policy decisions. Examine the causes of bank failures in 2023 and the potential for larger contagion.

Pay attention to the bond diversification, resiliency quality stocks may offer, and current allocation to cash within portfolios in the wake of Fed action.

With regional bank volatility grabbing headlines, CIO Larry Adam looks at what this activity means for the economy and asset classes.

For this edition of Bull vs. Bear, Karrie Gordon and Nick Peters-Golden debated the long-term investing case for gold ETFs. Have the yellow metal’s fundamentals fundamentally changed?

Many investors are choosing to access bitcoin and broader crypto themes through traditional ETF wrappers due to their relative simplicity and familiarity.