Pairing Income Generation with Tax Efficiency Across Client Portfolios
Strategies that aim to generate income are plentiful in today’s markets, but strategies that consider tax implications and total return performance in addition to income generation are not as common.
That’s why more advisors are turning to options-based income strategies, which has caused rapid growth in this segment of the ETF market, but not all options are created equally.
We invite you to join pioneers in the options-based ETF space from NEOS Investments for a discussion on options-based income ETFs, their role in portfolios, and how to cut through the noise in this growing area of the ETF market.
LiveCast: The Case for Emerging Markets Ex-China
As investors look to capture growth within emerging markets, engaging with an active manager who focuses on data-driven opportunities could be important. Emerging markets are a complex space, and passive approaches could miss opportunities.
Join the experts at VettaFi and Rayliant Global Advisors for a 30-minute LiveCast covering why an active ex-China approach could help investors best capture growth in emerging markets.
LiveCast: Quality: An Essential Ingredient to a Healthy Portfolio
Quality companies have long-term, durable business models and capital discipline, with proven track records. A strategy built around Quality that also considers valuation can mitigate risk and enhance returns.
Join the experts at GMO for a look at their robust Quality strategy that leverages four decades of Quality investing experience, blending quantitative discipline and fundamental analysis.
Why precision will matter for bond investors in 2024: Join BondBloxx for a fixed income market outlook
What’s ahead for fixed income markets in 2024? Join us to hear BondBloxx’s investment strategist, JoAnne Bianco, CFA®, discuss key themes across fixed income asset classes and portfolio positioning ideas.
Bitcoin Could Run to $200K, Says Research Firm
Bitcoin, the largest cryptocurrency by market value, has been on a scintillating run since the start of 2023. And more upside could be on the way. Market observers believe the approval of multiple U.S.-listed spot bitcoin ETFs is imminent.
The Survey That Will Have You Rethinking Your Views on Crypto Exposure
As crypto continues to attract attention from mainstream institutions, it’s undeniable that financial advisors are also fielding more interest from clients about digital assets. Now the question is: What are their answers?
In this upcoming webinar, Bitwise Asset Management and VettaFi will reveal how advisors are thinking about this asset class with findings from their latest survey, Bitwise/VettaFi 2024 Benchmark Survey of Financial Advisor Attitudes Toward Crypto Assets.
They’ll discuss insights about how money managers are approaching crypto in investment portfolios, their expectations for the potential launch of a spot bitcoin ETF, as well as the barriers that keep them from investing, plus much more.
AI Supports Case for This Semiconductor ETF
Semiconductors are the foundation upon which artificial intelligence (AI) thrives, but knowing that is only part of the battle. For investors using ETF to access chip stocks, some homework could pay dividends regarding identifying the chip ETFs with the most AI relevancy.
Preparing for a New Fixed Income Environment in 2024
Aggregate bond benchmarks rebounded this year following some of the worst showings on record in 2022. With heightened expectations that the Federal Reserve could cut interest rates in 2024, fixed income enthusiasm is perking up.
Expect More AI Regulations in 2024
Generative artificial intelligence (AI) didn’t just capture the hearts and minds of scores of investors this year. It also popped on the radar screens of policymakers, both in the U.S. and abroad. From that, it can reasonably be inferred that artificial intelligence regulations could be front-and-center in 2024.
Rate Cuts Could Be Meaningful for Small-Cap ETFs
Over the past month and the past 90 days, the Russell 2000 Index is higher by 12.07% and 8.49%, respectively. What’s notable about those periods is that they include increased chatter that the Federal Reserve could be positioning for multiple interest rate cuts in 2024.
Don’t Leave Your Portfolio on the Sidelines, Learn the Playbook
As 2023 winds to a close, the economic signals can be hard to interpret. But investment professionals must make critical and informed decisions to set their clients up for a successful 2024. Join the experts at Invesco and VettaFi to hear a macro framework that will help you make sense of the latest market developments and position your portfolio for potential success.
This China ETF Has Long-Term Allure
China stocks have been a source of frustration for investors this year. But there are expectations that situation will improve in 2024. The key is selectivity. That means market participants shouldn’t wager on uniformly stellar returns by China equities next year.
Trends Driving Healthcare Innovation and Investment Opportunity
Healthcare has changed dramatically in recent years, but many investors are holding onto healthcare investment strategies of the past. Developments in biotech, genomics, and exciting areas of research, can make it difficult to know how to adjust your healthcare investments. Join the experts at VettaFi and abrdn for a webcast on how to maximize the potential of your healthcare investments with a diversified portfolio today and into the future.
Positioning income portfolios for success in 2024
Not all strategies are created equally in this growing segment of the ETF market, which is why we invite you to join the experts at VettaFi and pioneers in the options-based ETF space from NEOS Investments for an income-focused webcast.
How to Prepare for 2024 Fixed Income Opportunities
Following a tumultuous 2022, this year has been better, though not entirely sanguine for fixed income investors. 2024 is right around the corner, and expectations of rate cuts by the Federal Reserve are rising. Now is the ideal time for advisors to evaluate opportunities in the bond market.
India to Take Reins From China as Asia Growth Leader
Among Asia’s major economies, China has long been the benchmark against which other countries’ growth is measured. India, currently the continent’s third-largest economy behind China and Japan, appears poised to take the baton of economic growth leadership.
Prudence Still Necessary in Bond Market
November was kind to fixed income investors as bonds posted their best month of 2023. High yield corporate debt participated in that rally as highlighted by the fact that the largest junk bond exchange traded fund is higher by nearly 4.3% over the past month.
A Quality Strategy to Meet the Moment
Investing in high-quality businesses that generate high and durable profits has added value through various market environments. Quality firms have capital discipline and are thinking long term, providing steady and robust returns. Today, with uncertainty high, Quality investments can mitigate risk and protect capital.
Join the experts at GMO and VettaFi for a webcast that digs into the benefits of Quality and outlines a strategy that seeks to invest in companies with a track record of success at attractive valuations.
Bitcoin Price Action Indicates More Upside Could Soon Arrive
With equity markets open just a half day, the day after Thanksgiving is usually a noneventful day in financial markets. However, something notable did occur last Friday: Bitcoin jumped to its highest prices in 18 months.
Fallen Angels Place to Be for Big Income
With 10-year Treasury yields having retreated noticeably in recent weeks, there’s a sense that things could be turning for the better in the bond market. Should that sentiment prove accurate, it could invite renewed risk appetite in select corners of the fixed income space.
Seeking reliable income in today’s markets and beyond
Join VettaFi and some of the pioneers of options-based ETFs from NEOS Investments, for a webcast digging into the next generation of options-based income strategies that pursue income as the outcome with an emphasis on tax efficiency.
Social Media’s Abuzz About Stocks in These ETFs
The quality of financial advice on social media platforms such as Instagram and TikTok is up for debate. But it’s not debatable that many younger investors turn to those platforms for investing advice. They also use those platforms to voice their opinions on specific stocks.
A World of Opportunity in Global Markets
here is a world of opportunity in global markets that can help investors achieve a well-diversified portfolio. More than 40% of the world’s equity market and 60% of the world’s investment grade bond market are outside the US.1 While returns for any individual country are unpredictable, capturing returns from countries across the globe can help improve expected returns and provide the potential benefits of diversification.2
Dimensional Fund Advisors is a global asset manager with $618bn in AUM3 and more than 35 years of experience investing in global markets. In this session, we’ll hear from Dimensional investment and thought leadership experts Wes Crill, Senior Investment Director and VP, and Althea Trevor, Senior Investment Director and VP, as we discuss the potential benefits of global investing and explore case studies of how flexibility can add value to international and emerging markets portfolios.
Where to Find Equity Premium Income
The US equity market climbed higher in the first nine months of 2023, but many advisors are bracing for more volatility and are on the lookout for enhanced income. A pair of new ETFs might be just what client portfolios are in need of. Join the experts at Goldman Sachs Asset Management and VettaFi for a webcast on ways to obtain consistent income and participate in equity market returns.
High Yield Investing: Taking an active approach with sectors
Join JoAnne Bianco, CFA of BondBloxx Investment Management, and Paul Matlack of Macquarie Asset Management for a discussion on the compelling case for active high yield strategies. Over the last 26 years, the U.S. high yield market has experienced wide variations in returns across sectors, a trend we anticipate persisting. This volatility presents an opportunity for investors to strategically navigate high yield industry sectors, capitalizing on market inefficiencies and trends. Learn more from experienced fixed income managers at BondBloxx and Macquarie Asset Management to elevate your bond portfolio.
Stepping out of cash: Seeking income in today’s market
With today’s higher interest rates, it can be tempting for investors to sit on cash or cash equivalents. However, there are strategies that can generate income and outpace the yields of cash.
Join the experts at Nuveen and VettaFi as they discuss how advisors can position the income sleeve of their clients’ portfolios to help meet their current needs.
Why Now: Seizing Opportunities in Small-Caps
Deep dive into the next market regime, shielding against risks, and safeguarding your investments in a highly anticipated webcast featuring Kevin O’Leary, renowned investor and TV personality.
EM: China Not Included
Emerging Markets represent tremendous exposure opportunities for investors – but there are regions that are best avoided. For nearly a decade, Rayliant Global Advisors has encouraged emerging markets investors to remove China from the rest of their EM allocation. Investors and issuers are starting to listen.
Join the experts at Rayliant Global Advisors and VettaFi for a webcast that digs into the emerging markets space.