CLOs simply offer strong yield potential that often outpaces corporate bonds with similar credit ratings. Given that the ‘income’ portion of fixed income is often a key priority for investors, attaining high yield on a consistent basis gives CLOs a compelling use case.
Broadly speaking, when advisors and investors consider adding focused industry exposure to a portfolio, there needs to be a strong justification for doing so. Take the AI industry, for example, where sustained buildout has driven many to target key tech players for exposure.
With markets around the globe rattled by the bond sell-off, it may be time to pivot towards safe havens that still generate strong yield.
Long viewed as an emergency brake for macroeconomic panic, gold is starting to prove itself as much more than a crisis asset.
Given that the Federal Reserve raised interest rates earlier in September, inflation data that was already crucial has taken on a new meaning. These reports could now serve as a barometer for what is to come from the central bank.
"Funflation" is on the rise, and it could bode quite well for the retail sector if the trend remains persistent.
Share buybacks are when a company purchases its own shares, reducing the total number of shares on the market. Oftentimes, these buybacks occur on the open market, but companies may also look to buy shares from existing shareholders as well.
Discover how autocallables provide steady income and downside risk protection in volatile markets, and how autocallable ETFs can help.
From an earnings perspective, this summer proved to be a largely fruitful one for many companies within the S&P 500.
On Wednesday, September 2, State Street Investment Management announced the debut of the State Street SPDR UC Investments 90/10 Endowment Strategy Index ETF (UCBG). Notably, this fund was created through a collaboration between State Street and UC Investments, the investment arm of the University of California.
As the month of August came to a close, the first index mutual fund got to celebrate a key milestone. The mutual fund in question is the Vanguard 500 Index Fund (VFINX), which originally launched on August 31, 1976.
On Wednesday, August 26, 2026, Northern Trust Asset Management expanded its suite of distributing ladder ETFs with the launch of eight new funds. The newly launched ETFs offer additional target maturity options for Northern Trust’s existing strategies.
Among the key benefits of the ETF wrapper is the wide range of tools it gives advisors and investors to build tailored fixed income portfolios. And given today’s complex rate and inflation environment, it certainly helps to have a wide range of options available.
Given how uncertain advisors and investors are over the Federal Reserve’s plans for handling interest rates, the July jobs report was perhaps watched even more closely than normal. That being said, the latest report may not have inspired much confidence.
Stronger gold prices are happening for a couple different reasons. First of all, optimism is rising that the Strait of Hormuz may finally reopen soon. The news in Iran is certainly welcome, but new jobs data from ADP is helping gold, too.
Given the current state of inflation and interest rates, it’s probable that many advisors and investors are considering alternative ways of fostering income within their portfolios.
Advisors and investors of all kinds are used to closely watching the outcome of each of the Federal Reserve’s meetings, given how critical interest rates are to equity and fixed income markets alike. However, the recent July Fed meeting was particularly crucial. Many were uncertain what direction the central bank would go with interest rates.
On Thursday, July 30, Amazon Inc.(AMZN) released its Q2 2026 earnings report. Given its crucial position as a Mag 7 mega-cap straddling both tech and e-commerce, Amazon’s earnings reports are usually closely watched by the broader investing community.
Considering that the Federal Reserve has been meeting this week, it’s safe to say that inflation is likely front-and-center on the minds of many advisors and investors. After all, energy prices and supply chain constraints have kept inflationary pressures far more persistent than the Fed would like.
It’s becoming increasingly clear that tariff tensions between the United States and the rest of the world won’t be going away any time soon. Last Friday, the U.S. imposed a series of tariffs on 60 different trading partners, including China, Canada, and the European Union.
June may have proven to be a difficult month for silver investors, but it’s likely far too soon to give up on the precious metal. To better understand this, it’s important to contextualize why silver’s price is struggling and why the metal’s long-term opportunities are still there.
Those who are familiar with Vanguard’s ETF lineup are likely well-acquainted with the Vanguard S&P 500 ETF (VOO). After all, this fund — which provides low-cost exposure to the S&P 500 — is currently the largest fund in terms of AUM.
Friday, July 10, may have been ordinary for those outside the investment community, but for folks engaged with the market, it marked an opportunity to gain exposure to the second most valuable company in South Korea. On Friday, SK Hynix (SKHY) became available to U.S. investors via the Nasdaq.
Given how crucial the fixed income sleeve can be to one’s portfolio, the recent concerns over inflation have caused many advisors and investors to rethink how they go about their exposure. This includes debating over active and passive funds, and reevaluating the type of bond duration that is most attractive at this moment.
Traditionally speaking, folks that have looked to tap into innovation in the AI space have done so through tech exposure, particularly with mega-cap names. This is not a surprise, considering the interplay between these companies and AI innovation. However, healthcare also has many opportunities for innovation.
Model portfolios are seeing billions in inflows, and part of that success may be from how these strategies implement ETFs and private assets.
On Monday, June 15, Guggenheim Investments debuted a pair of new fixed income ETFs. Each of these new funds offers an active take on the fixed income space. This may help investors looking to amplify portfolio yield.
Given all the interest and hype over the SpaceX IPO, many advisors and investors have been increasingly gravitating towards thematic ETFs that focus on the space industry. Given that the SpaceX IPO is the largest IPO in history, this should not come as a surprise to anyone.
Inflation and geopolitical uncertainty are pushing advisors and investors to rethink how they build diversified portfolios.
With the latest CPI report showing that inflation is likely here to stay, it could be time to pivot towards ETFs with downside protection.
In this episode of ETF of the Week, host Chuck Jaffe sits down with Todd Rosenbluth, Head of Research at VettaFi, to discuss the NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI).
On Wednesday, June 3, Wellington Management and The Hartford announced that Wellington will be acquiring Hartford Funds. Once the acquisition is complete, Hartford Funds will operate under Wellington’s brand through the firm’s U.S. Wealth business.
Closed-end funds may not be a hot topic right now, but they offer a highly compelling means to solve today's macroeconomic woes.
Are utilities the ultimate hidden growth play? In this video, we break down why the State Street Utilities Select Sector SPDR ETF (XLU) is moving the needle for smart investors. Traditionally known as a boring, defensive sector for dividend income , utilities are experiencing massive new demand driven by the massive energy and electricity needs of Artificial Intelligence (AI) and data centers.
Rare earth elements are critical to global defense systems, electrification, data centers, and the future of artificial intelligence. How can investors hedge against geopolitical risks and tariffs? In this episode of ETF of the Week, host Chuck Jaffe sits down with Todd Rosenbluth, to break down Sprott Rare Earths Ex-China ETF (Ticker: REXC). Discover why this specialized materials fund might be in the perfect position to complement your equity portfolio and safeguard your supply chain investments.
Recently, Matthew Bartolini, global head of research strategists at State Street Investment Management, sat down with VettaFi to discuss where inflation stands, opportunities within portfolio construction, and much more.
In this episode of "ETF of the Week," Todd Rosenbluth (Head of Research at VettaFi) joins Chuck Jaffe to dive into the Roundhill Memory ETF (DRAM). Launched in April 2026, this fund has shattered records, amassing over $6 billion in assets in just over a month.
Munis may have struggled a bit in March, but the long-term environment for these bonds remains full of potential.
Where should advisors and investors be looking to find the best opportunities in fixed income? Given the current macroeconomic picture, now is certainly a good time to consider shifting one’s fixed-income portfolio.
Now and then, advisors need to get a sense of how Americans of all ages approach retirement planning. Back in March, Fidelity Investments released its 2026 State of Retirement Planning Study. The report took a deep dive into how different age groups of Americans are viewing retirement preparations.
At this point, investors of all ages are well aware just how much inflation can cut into one’s spending power, whether it be for everyday expenses or big-time purchases.
On Wednesday, April 15, Sprott Asset Management expanded its lineup of exchange-traded funds with the debut of the Sprott Rare Earths Ex-China ETF (REXC). According to Sprott, REXC is the only ETF on the market that is offering a focus on rare earth companies outside China.
The escalating conflict in the Middle East — especially the closure of the Strait of the Hormuz — had an adverse effect on many investment strategies in March, and gold was no exception. The spot gold price closed out March at $4,668.06.
In this episode of ETF of the Week, Todd Rosenbluth, and Chuck Jaffe discuss why the Goldman Sachs Municipal Income ETF (GMUB) is a timely addition to portfolios. With tax season in full swing, Rosenbluth explains the unique appeal of municipal bonds, highlighting the historical tendency for these assets to perform well following the April 15th deadline
It goes without explaining at this point, that advisors and investors are keeping an extremely close eye on the trajectory of the Federal Reserve’s ongoing fight against inflation. As of now, the battle certainly seems far from over. Fortunately, tools such as bond ladder ETFs can help portfolios maintain their course and mitigate the brunt of inflation.
During Exchange 2026, experts and thought leaders from firms across the country gathered. They shared different approaches and ideas for tackling the market’s biggest challenges.
On Wednesday, April 8, 2026, Morgan Stanley announced the launch of the Morgan Stanley Bitcoin Trust ETP (MSBT). As Morgan Stanley notes, the launch of MSBT marks the first time a U.S. bank-affiliated asset manager is offering a crypto ETP.
At Exchange 2026, key thought leaders from firms across the country gathered in Las Vegas to share their ideas for navigating today’s macroeconomic uncertainty and the future of ETFs.
With oil prices spiking and inflation concerns remaining elevated, many investors are looking for ways to diversify beyond the S&P 500. This week, Chuck Jaffe and Todd Rosenbluth, dive into the FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR).
