Municipal bonds have many compelling tailwinds, but the municipal market can be a space with less differentiation and more homogenous product offerings relative to taxable bonds. Taking an active approach to the municipal bond space could help investors pursue higher current income and find relative value compared to more passive approaches.
Vanguard is an industry leader in offering muni bond ETFs that are highly tradeable, low cost, and have a strong track record of tight tracking error.
Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla have captured the imagination of the markets. These magnificent seven companies currently have a market cap north of $12 trillion. But what are the dangers of overconcentration? How do you make sense of the ballooning valuations and FOMO-driven attraction to these stocks. As AI prepares to supercharge the tech space, investors who make savvy decisions will attempt to end up on top. Join the experts at Direxion on March 28th at 2pm ET for a free webcast exploring the opportunities and risks in the magnificent seven.
There’s more to income ETFs than simply showing a high yield number. Advisors also need to consider tax implications and total return potential.
Options-based income strategies have continued to grow in popularity, but not all options are equal. To set clients up for success, it’s important for advisors to understand the nuances in this growing segment of the ETF market.
The Co-Founders at NEOS Investments are pioneers in the options-based ETF space, and they will be leading a free LiveCast educating investors on options-based income ETF strategies and where they may fit in client portfolios.
Join the experts at Ranger Alternative Management and VettaFi as they unpack a unique strategy that can help your portfolio navigate unusual markets.
Free webcast that unpacks all the opportunities in municipal bonds today. Join the experts at abrdn at 1pm ET and learn more!
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.
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.
The recent debut of spot bitcoin ETFs is expected to broaden the audience of cryptocurrency investors, including registered investment advisors (RIAs) and wealth management firms.
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.
Join Bitwise CIO Matt Hougan and President Teddy Fusaro for a webinar covering what investors need to know about the newly launched bitcoin ETFs.
Finally, the ETF industry can let out a sigh of relief and revel in the fact that spot bitcoin ETFs will be available to U.S. market participants.
Corporate bonds delivered solid gains last year. And market observers expect more of the same in 2024. But it’s important to note that the consensus is leaning toward investment-grade over junk-rated corporate issues.
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, 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.
In what could be a long-term positive for cryptocurencies as an asset class, data indicates $2.25 billion in new capital flowed into institutional cryptocurrencies products in 2023. That marks the third-best year of inflows on record.
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.
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.
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.
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.
Broadly speaking, Chinese equities and the related exchange traded funds disappointed investors this year, but there’s a growing sense that 2024 could bring better things for this asset class.
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.
The first actively managed exchange traded funds came to market in 2008. But 2023 may be remembered as the year when the asset class matured, paving the way for broader long-term adoption.
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.
With stocks racing to record highs, diminishing expectations of a recession, and hopes that the Federal Reserve could potentially reduce interest rates multiple times next year, risk appetite is being reborn.
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.
Bitcoin has pulled back over the past several days. But even with that retrenchment, the largest cryptocurrency is on pace for one of its best annual showings on record.
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.
Domestic aggregate bond strategies are on pace for decent showings this year. And there is mounting speculation that the Federal Reserve will lower interest rates next year, perhaps multiple times.
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.
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.
As of late Monday, bitcoin had surged nearly 14% over the past seven days. That’s exceeded 42% for the first time since May 2022.
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.
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.
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.
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.
There are clear intersections between artificial intelligence (AI) and cloud computing. But for some reason, the latter has been an afterthought as the former has flourished in 2023.
It might feel as though enthusiasm surrounding artificial intelligence (AI) and the related investment theme has waned in recent months. Actually, the opposite is true.
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.
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.
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.
With less than two months left in 2023, this maybe another disappointing year for broad-based ex-US developed market equity funds. This includes a slew of passive exchange traded funds.
One of the most frequently mentioned criticisms of Bitcoin mining is that it’s energy-intensive. Making that matter worse is that the industry is a massive consumer of fossil fuels, arguably inviting that criticism.
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.
Pay enough attention to small-cap stocks and ETFs as of late and it’s easier for even novice investors to identify at least two prominent points.
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.
Amid soaring interest rates in the U.S., third-quarter issuance of ESG, sustainability, and related debt declined. But annual issuance of such debt is poised to be elevated — a theme that could carry over into 2024.
Amid hopes that a spot bitcoin exchange traded fund or multiple versions of that product will soon debut in the U.S., the digital currency is on a torrid pace in 2023.
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.
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.
