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.
Over the past seven days, bitcoin has surged more than 20%. That’s a bull market unto itself. It’s also one fueled by speculation that the SEC will soon approve ETFs with spot bitcoin exposure.
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.
With 10-year Treasury yields hovering around 4.84%, the flirtation with 5% is ongoing and dangerous, spooking many fixed income investors in the process.
While environmental, social, and governance criticism remains elevated (and loud) and interest rates are affecting the performance of the related equities and exchange traded funds, ESG-committed investors can find relief on multiple fronts.
Ethereum serves as the platform for transactions conducted in the digital currency known as ether. It is widely known as the second-largest crypto asset behind Bitcoin.
For the 90 days ending October. 20, the S&P 500 Energy Index jumped 6.1%, while the broader S&P 500 slumped nearly 7%. Due in part to geopolitical concerns, oil prices are trending higher, providing support to the energy equity thesis.
Some investors are rightfully pensive about employing a buy-and-hold approach when it comes to cryptocurrencies. Even when it comes to the largest members of the asset class, bitcoin and Ethereum.
ESG isn’t a new concept. In recent years, it’s gained more attention and assets thanks partly to the proliferation of related ETFs.
A recent surge in bankruptcies and defaults by high-yield issuers is unnerving some fixed income investors. Bond investors, particularly those seeking elevated levels of income, are rightfully jittery.
Join VettaFi as they host two pioneers in the options-based ETF space from NEOS Investments for a webcast digging into strategies that can help investors seek monthly income and tax efficiency across their core portfolio exposures.
With oil prices trending higher, among other factors, market participants are bracing for a renewed round of elevated inflation. That could stoke renewed interest in traditional inflation-fighting asset classes, but investors may not want to overlook the ability of Bitcoin to act as inflation protection.
Among U.S.-based original equipment manufacturers (OEMs), Tesla (NASDAQ: TSLA) has a sizable, significantly profitable lead over the “big three” in the electric vehicle space, but on a global basis, the industry is evolving and close to a major inflection point.
Broadly speaking, large- and mega-cap tech stocks are far from bear market territory. But the Nasdaq-100 Index (NDX) closed 6% below its 52-week high last Friday.
With the widely followed Markit iBoxx USD Liquid High Yield Index down almost 3% over the past month and in the red on a year-to-date basis, this might not be one of those times.
Following last year’s calamity in the bond market, it’s not surprising that advisors and investors are looking for new avenues through which to source income. That search is leading many market participants to options-based exchange traded funds, including covered call ETFs.
Undoubtedly, artificial intelligence (AI) is a disruptive technology. That implies some sectors and industries will be purveyors of disruption, while others could be adversely affected by it.
Join the experts at VettaFi and NEOS Investments for a 30-minute LiveCast exploring innovative approaches to income generation.
Prices of bitcoin and ethereum haven’t done much to spark enthusiasm in recent weeks. That lethargy could be belying significant appreciation potential.
Preferred stocks are what’s known as hybrid securities, meaning the asset class displays both equity and fixed income characteristics.
Small-cap stocks and related exchange traded funds are taking a back seat to large-cap counterparts this year. The Russell 2000 Index has shed almost 5% over the past month. However, some market observers remain constructive on smaller stocks.
Generative artificial intelligence (AI) is the form of artificial intelligence that’s generating the most buzz this year. Its applications in media/content generation and video, among other related uses, is making life easier and more efficient for scores of freelancers and gig workers.
It might be hard to believe after the crypto winter of 2022, but monetary tightening by global central banks could be supportive of Bitcoin upside.
Environmental, social, and governance policies and investing have become targets of political derision. That doesn’t dampen the need for corporations and governments to pursue agendas tied to climate change and diversity, equity, and inclusion.
Artificial intelligence (AI) is widely viewed as the fuel for the rocket known as growth and technology stocks in 2023. While there is truth to that notion, there’s more to the story. Including the “magnificent seven” cadre of mega-cap growth names that are powering the market higher this year.
Many view growth stocks, including tech stocks, as sensitive to rising interest rates. Last year confirmed this thesis. That script has been flipped for the better this year as technology ranks as one of the best-performing groups in the S&P 500 despite multiple rate hikes by the Federal Reserve.
In arguably quiet fashion, active managers are performing admirably in 2023. An impressive percentage of active equity and fixed income funds beat their benchmarks in the first half of the year.
Managing a portfolio is about more than finding investments that do well – it’s about minimizing expenses as well. Advisors need to leverage tax-efficient investment strategies to help client’s reach their goals.
Join the experts from MUSQ, LLC and VettaFi as they discuss a first to market ETF with broad exposure to a rapidly growing industry.
As the artificial intelligence (AI) investment thesis continues evolving, one benefit accrued by investors will be that it becomes easier to identify winners and losers.
Bitcoin, the largest cryptocurrency by market value, is mired in a slump. The decision in the Greyscale case stoked optimism that the SEC will eventually, finally approve spot bitcoin ETFs. Still, the bitcoin slump has erased all of the upside generated by the court ruling.
Join VP of Research, Tim Urbanowicz, CFA and Director of Investment Strategy, Tom O’Shea, CFA as they delve into the investment process behind Innovator's seven strategic model portfolios, shedding light on how advisors can leverage these models to efficiently incorporate Defined Outcome ETFs™ into their business and drive scalability.
Why is now the time to consider investing in U.S. high yield bonds? At today’s yield levels, high yield bonds may generate income that few other fixed income exposures can match, with lower expected volatility than equities.1
Join JoAnne Bianco, CFA® and Ben Morris of BondBloxx for a discussion on opportunities with high yield bonds and why it’s essential to invest with precision in this asset class.
Recently, some clarity emerged on Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor (NYSE: TSM) — two of the most important names in the semiconductor industry.
Growth stocks are getting the better of their value rivals this year. Still, that doesn’t mean exchange traded funds dedicated to value stocks are delivering losses. Rather, the opposite is true. It’s just that growth stocks are delivered better returns though the first eight months of the year.
The experts at NEOS Investments will take you beyond traditional investment options to the next evolution of income-focused ETFs that seek high monthly income and tax-efficiency across core portfolio exposures that may be less sensitive to current market risks.
An efficient avenue for asset managers and fund issuers to avoid regulatory scrutiny of products with the environmental, social, and governance (ESG) label is to ensure that those funds live up their ESG ETF billing. That can be accomplished with data-intensive approaches.
Join VettaFi’s Vice Chairman, Tom Lydon, and Dimensional’s Co-CEO and CIO Gerard O’Reilly for this special broadcast live from the Dimensional Studios.
Your most advanced competitors can efficiently deliver exceptional levels of tax optimization and portfolio personalization to every client, of every size. And they can show that they save or defer more in taxes than they charge most clients in fees. Join Smartleaf and VettaFi for a webcast unpacking what it takes to deliver personalization and tax optimization at scale.
Though it encountered some hiccups last month amid fears the Federal Reserve isn’t done raising interest rates, tech remains one of this year’s best-performing sectors. Some analysts believe there’s more upside to come for the S&P 500’s largest sector weight.
A slew of recent polls, studies, and surveys confirmed the importance and relevance of ESG investing to younger investors.
Tuesday brought a decision felt throughout the cryptocurrency ecosystem. The United States Court of Appeals ruled that Grayscale can convert GBTC into a spot bitcoin exchange traded fund.
Broadly speaking, equity-based strategies fueled the initial boom in environmental, social, and governance exchange traded fund proliferation. As a result, criticism lobbed at ESG investing has focused on equity-based ESG funds.
Advisors and investors typically allocate to index funds and exchange traded funds linked to well-known benchmarks, such as the S&P 500, in the name of diversification. After all, these funds are homes to hundreds of stocks and those sizable rosters imply some level of diversity.
International stocks and the related exchange traded funds have accumulated bum reputations after lengthy spells of underperforming domestic equivalents.
Generative artificial intelligence (AI) investing is taking the world by storm this year. With that, there are substantial, long-term investment implications.
Year-to-date, the largest exchange traded fund dedicated to real estate investment trusts (REITs) is saddled with a small loss, while the S&P 500 is higher by about 15%.
When it comes to large- and mega-cap stocks benefiting from the artificial intelligence (AI) craze, Alphabet (NASDAQ: GOOG), Microsoft (NASDAQ: MSFT), and Nvidia (NASDAQ: NVDA) are among the obvious choices.
Approval of a spot bitcoin exchange traded fund in the U.S. is one of the most widely anticipated and delayed events in the roughly three-decade history of the ETF industry.