The S&P 500 Index has returned nearly 81% since the last presidential election, with a wide disparity between performance of sectors.
The Internal Revenue Service has announced new tax brackets for 2025, making now an ideal time to revisit the benefits of muni bond ETFs.
With interest rates on the decline, investors may want to consider filling gaps in small- and mid-cap quality ETF exposure.
With tech stocks making up a substantial portion of broad market indexes, investors may wonder what will happen when the tech rally ends.
Investors will want to see valuations justified by robust fundamentals during big tech earnings reports this week.
Host Nate Geraci sat down with VettaFi's Lara Crigger and Bitwise CIO Matt Hougan to discuss small-cap stocks and spot ether ETFs.
Kinder Morgan Inc. (KMI) provided insight into natural gas demand and growth opportunities during the firm’s second-quarter earnings call.
Free cash flow ETFs VFLO and SFLO can be used to introduce factors to a portfolio. The funds offer exposures to quality, value, and growth.
With the end of the free money era, fundamentals and management quality matter more now than they did in the 2010s, underscoring the role of active ETFs.
Many fixed income investors have started venturing out in duration in portfolios. When interest rates are cut, high-quality duration could serve as an important hedge for a bond portfolio.
High yield did well across multiple sectors in the U.S., according to the BondBloxx Fixed Income Monthly Update for January.
Many advisors may be surprised to learn how many securities are needed for effective portfolio diversification. A common misconception among advisors is that true diversification and risk reduction can only be achieved by holding a large number of individual securities.
Alongside great content, we’re also bringing some of the most prominent voices in finance to the stage. J.P. Morgan Asset Management’s chief global strategist Dr. David Kelly recently shared what he’s thinking about and watching in markets ahead of Exchange.
The launch of spot bitcoin ETFs should help advisors better connect with clients and gain a larger share of assets. For the past few years, advisors’ biggest frustration was that they were not able to get access to spot bitcoin investments despite clients asking for it.
Collateralized loan obligations, or CLOs, may be a way for advisors to enhance retail clients’ portfolios. They provide investors with access to a diverse pool of senior secured loans. While they have been primarily used by institutional clients to date, CLOs could enhance risk-adjusted returns for individual clients.
Often misunderstood, crypto has an important role to play in the alternatives sleeve of a portfolio.
It all starts with the firm’s flagship ETF, the KraneShares CSI China Internet ETF (KWEB). The fund is designed to capture the growth opportunity in China. The concentrated thematic China ETF has a 10-year track record — and it’s volatile.
The renewed opportunity set in fixed income is enabling investors to achieve attractive returns while taking on less risk.
A money market fund is a type of mutual fund that invests in debt securities, specifically those characterized by short maturities and minimal credit risk. A money market fund generates income with little to no capital appreciation, making it a low-risk, low-return investment.
Some ETF issuers are not only investing in AI, but are instead investing with AI.
There is a plethora of AI-related investment opportunities, with the winners and losers yet to be determined.