The ETF industry is buzzing as long-awaited spot bitcoin ETFs are likely to get the green light from the SEC in the coming days. We expect trading of multiple products to begin soon after.
After a year when advisors were relatively cautious about taking on credit risk, sentiment seems to be shifting.
In 2023, investing in growth was highly rewarding. We all heard about the Magnificent Seven Stocks that kept climbing higher throughout the year.
It’s exciting times in the ETF industry. For example, we might be headed for a photo finish in the ETF leader board. As of December 15, two ETFs stood above the rest.
It’s been the year of active equity ETFs, the year of covered call ETFs, and a year when growth and quality has mattered most in the equity market. All of this is now clear from the year-to-date net inflows and fund performance records.
It’s the time of year when you look back at all that’s been accomplished. VettaFi’s covered strong net inflows into fixed income ETFs, covered call funds, and many, many, many new product launches. But VettaFi also accomplished a lot as a firm.
The winter holiday season is here, and I wanted to join in the festivities. Recently, advisors have become more comfortable turning to active ETFs to help them and their clients navigate the uncertain market environment. Actively managed ETFs have gained traction in 2023.
A year ago, I’m pretty sure I had little idea what artificial intelligence (AI) was and what it could become. While there were a few related ETFs, AI was just another one of the long-term investment themes.
With more than 3,000 ETFs to cover and many new ones launching each month, it is easy to forget. For many people, S&P 500 Index-based ETFs remain the core of their portfolio. Heading into 2024, these products topped the latest monthly flow leaderboard.
Even with $2.4 trillion in ETF assets spread across more than 400 ETFs, there’s a pending offering from BlackRock that caught my eye.
Many advisors and investors in 2023 have turned to fixed income ETFs with an average duration of less than one year. Taking on very little interest rate risk through duration has been rewarding as well.
VettaFi will be hosting an Alternatives Symposium tomorrow, November 28. We are covering a range of alternative topics.
Fixed income ETF demand has been strong in 2023 led by Treasury ETFs. However, advisors have been rewarded by turning to alternatives in the fixed income space, such as those focused on the collateralized loan obligations (CLOs) market.
The S&P 500 has rallied in recent days and was up close to 20% for the year. However, heading into 2024, many advisors are exploring a range of investment ideas that offer exposure beyond the stock market.
I find for many the same is true with ETFs and capital gains. However, the ETF pie continues to expand with newer investors each year. The persistent lack of a capital tax gain burden simply for holding onto an investment is worthy of celebration.
Goldman Sachs Asset Management has seen strong net inflows in 2023 into its broad market equity ETFs and its income ETFs. Today, the firm expanded its exchange traded fund lineup to include two equity income ETFs.
We are focusing a lot of attention on fixed income at VettaFi in October. This week, we are hosting webcasts with AllianceBernstein and State Street Global Advisors.
Active ETFs have gained in popularity in recent years. However, some pundits have prematurely taken out their shovels for some funds. Even as these products show signs of vitality.
The third largest ETF recently reached the age of 13. Yes, the Vanguard 500 ETF (VOO) is now Taylor Swift’s lucky number. (Am I one of the first people to use Ms. Swift and Vanguard ETFs in the same sentence?)
Muni bond ETFs gathered $6.3 billion in the first nine months of 2023. However, a healthy $1.4 billion flowed in during September alone. According to Columbia Threadneedle, there is good reason to focus on the asset category.
However, $22 billion moved into fundamentally weighted equity index ETFs, while dividend and momentum ETFs had outflows. This is sizable and warrants some added attention.
Advisors have choices to face with their fixed income allocation. Should they take on credit risk to be rewarded with a high level of income? What about taking on interest-rate risk and owning longer-duration bonds?
However, the regulators made asset management news with their focus on “truth in advertising.” Despite their well-intentioned efforts, it will remain paramount for investors to do their homework and look inside the portfolio.
What’s inside an ETF really matters. This is an argument I’ve been making for more than a decade. However, with the growth of alternatively weighted index ETFs and actively managed products, this has become even more notable.
Industrial securities are unloved by financial advisors. However, it is the backbone of a relatively popular sector ETF and two relatively new thematic ETFs positioned to benefit from transformational changes. Perhaps they want to dive deeper into the fundamentals with us during the VettaFi Equity Symposium on September 21.
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.
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.
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.
After a slow start to asset gathering, U.S.-listed equity ETFs were in vogue during the summer. At the end of August, the asset category had $165 billion of net inflows, more than $125 billion for fixed income.
Last week, the VettaFi AI Symposium was one of the more popular places to be in the days before Labor Day.
A few weeks ago, VettaFi announced an AI symposium at the end of the month. Our hope was to bring some of the leading experts in asset management to discuss how the future is fast approaching.
This year has been the year of innovation, with artificial intelligence (AI) all the rage. Yet, many advisors are focusing on other investment styles to round out client portfolios.
July was an impressive asset-gathering month for ETFs. Much of the heavy lifting was done by the industry’s largest ETFs.
We think advisors and end clients should dig deeper than a fund’s expense ratio to understand the exposure provided. For example, while IEMG has exposure to South Korean stocks, SPEM is like VWO and does not own them.
TCW is the latest well-established asset manager poised to enter the ETF business. But unlike some of its peers, TCW is going the acquisition route. Today, TCW announced it is buying the Engine No. 1 ETF business.
Companies that consistently grow their dividend distributions tend to be companies with strong revenue and free cash flow at their disposal. Given the importance of dividends in down and volatile markets, dividend growth could be even more critical as the markets face uncertainty. Join the experts at Harbor Capital and VettaFi for a robust discussion on dividend growth strategies.
Topics covered will include:
Join the experts at John Hancock Investment Management and VettaFi for a webcast covering mortgage-backed securities and where they may fit in a portfolio.
The real estate market has been challenging, but specific real estate sectors may present opportunities. Data and infrastructure real estate enables technology that is critical for AI, Bitcoin, cloud networking, 5G and e-commerce. Industrial real estate has become crucial for e-commerce distribution and logistics networks. Join Pacer ETFs and VettaFi as Pacer celebrates the 5th anniversary of two popular REIT strategies.
Topics will include:
Join Touchstone Investments and VettaFi for a webcast on how a Distinctively Active approach could help investors navigate the opportunities of a transitioning climate environment.
The market faces unprecedented headwinds as the debt-ceiling crisis looms large. Investors can look into defensive strategies that can potentially navigate the choppy waters of the current and projected market environment. Quality, low volatility, and dividend yields are all factors that can help position a portfolio to weather even the toughest of storms. Join the experts at Invesco and VettaFi for an important webcast discussing strategies that incorporate defensive factors.
In 2022, both fixed income and equities stumbled, creating greater focus on alternatives. As market headwinds continue to remain strong, investors are increasingly turning to alternative strategies to increase diversification, address higher rates, and mitigate risk. Join the experts at Swan Global and VettaFi for a webcast that digs into where alternatives can fit in a portfolio.
In the upcoming webcast, Innovator ETFs and VettaFi will outline a new suite of Barrier ETF products and how they can protect and enhance portfolios.
While it has been months since the latest regional bank failure, many advisors remain concerned. They fear that the issues that caused runs on Signature Bank and Silicon Valley Bank have not receded.
Join the experts at State Street Global Advisors, Confluence Investment Management, Riverfront Investment Group, and VettaFi for a discussion about the state of the markets.
Earlier this month, WealthManagement.com announced the finalists for its 2023 Industry Awards (the “Wealthies”). VettaFi is one of two firms to be recognized for outstanding achievement in research innovation. The Wealthies was the first award program of its kind to honor companies, organizations, and individuals supporting financial advisor success.
Exposure to MLPs and Midstream can help investors enhance their income generation and enjoy diversification benefits. Join the experts at VettaFi and SS&C ALPS Advisors for a webcast covering the terrific yield potential in energy infrastructure.
As markets going forward remain extremely uncertain, investors should consider the importance of adding income and value to their core portfolios that tend to be overly tilted to growth stocks. On May 2nd, join the experts at SS&C ALPS Advisors and VettaFi as they host a webcast digging into their suite of DOGs ETFs, which offer elevated income and value opportunities while helping to smooth out sector volatility.
In this 30-minute livecast, get caught up on the latest ETF trends and what's ahead from VettaFi's Head of Research and the Director of Research from ETF Think Tank. Have questions about our Exchange conference? We'll be answering those too! By registering for the livecast, you will also be eligible for a complimentary Exchange registration.
In this interactive session with three VettaFi Voices, you will learn where the money flowed into and out of in 2022, how advisors are utilizing ETFs in their practice to meet strategic and tactical client objectives, and what the focus will be in the year ahead. Get smarter about one of the most popular financial products and understand how they can help keep clients on the path to their financial goals.
