Over long horizons, dividends’ growth and reinvestment of those payouts serve as vital factors in portfolio growth. However, dividends aren’t guaranteed and with bond yields still high, some skittish investors may be inclined to embrace fixed income over equity income.
Many advisors may be surprised to learn how many securities are needed for effective portfolio diversification. A common misconception among advisors is that true diversification and risk reduction can only be achieved by holding a large number of individual securities.
One of the primary hurdles to broader adoption of environmental, social and governance (ESG) investing principles and the related funds has been long-lacking clarity and regulatory framework covering ESG ratings and regulations.
Alongside great content, we’re also bringing some of the most prominent voices in finance to the stage. J.P. Morgan Asset Management’s chief global strategist Dr. David Kelly recently shared what he’s thinking about and watching in markets ahead of Exchange.
Foreign policy is not all that foreign. That’s a key message from Dr. Richard Haass. He is President Emeritus, Council on Foreign Relations and Senior Counselor for Centerview Partners. Dr. Haass will also be at the Exchange conference in Miami on Monday.
The recurring theme of artificial intelligence (AI) isn’t going away soon. Members of the Magnificent Seven, which include household big tech names, saw their earnings boosted along with rosier outlooks thanks to the inclusion of AI in their respective business operations.
A new ETF playoff champion has been crowned. Artificial Intelligence routed spot Bitcoin ETFs to claim the first-ever ETF championship.
Ten spot bitcoin exchange traded funds came to market last month, increasing access to the largest cryptocurrency for scores of advisors and investors. While that event is obviously pertinent to bitcoin itself, there are derivative beneficiaries.
In less than 2 weeks, advisors will flock to sunny Miami for the annual Exchange Conference. Content sessions this year offer advisors insight into growing their business models in unexpected ways, the macro and market environment of 2024, navigating the AI revolution, and more.
Exchange begins on Sunday, February 11! Like any big industry event, there are things you should do in advance that will make it easier for you to take advantage of the learning and networking opportunities.
To stay competitive with their peers, big tech companies will need to continue leveraging the capabilities of artificial intelligence (AI). Given this competitive landscape, an alternate play on AI could be single-stock exchange-traded funds (ETFs) in companies like Microsoft.
Read enough financial publications and one is apt to find there’s no shortage of rankings. There’s the Fortune 500 as well as rankings of companies based on customer and employee satisfaction. There are also environmental, social and governance (ESG) standards.
GMO’s Jeremy Grantham recently shared what he’s thinking about and watching in markets ahead of Exchange.
At the Exchange conference, I will not be wearing a football jersey and looking over my Super Bowl squares. Instead, I will be on stage asking ETF experts (and my friends and fellow nerds) trivia questions in a quiz show game.
In one week, advisors will flock to sunny Miami for the annual Exchange Conference. Content sessions this year offer advisors insight into growing their business models in unexpected ways, the macro and market environment of 2024, navigating the AI revolution, and more.
The start of 2024 has been marked by record issuance in bonds both in the public and private sectors. But as fresh supply hits the bond market, prices have been dipping as of late.
Through one month and a day of trading action in 2024, the Russell 200 Index is off 2.63%. That’s while large cap benchmarks are rallying. So it’s reasonable that some market participants are noncommittal regarding small caps.
Big tech appears to be sloughing off its slow start to 2024 and tech dominance could continue if history once again proves to be correct. If that’s the case, bulls can continue riding the tech wave.
Google parent Alphabet (GOOG), Microsoft (MSFT), and Tesla (TSLA) are among the magnificent seven members that have delivered fourth-quarter results. The cadre of high-growth mega-caps will be pivotal drivers of S&P 500 EPS for the final three months of last year and beyond.
On Super Bowl Sunday, hundreds of advisors will gather at the Exchange conference. The conference does not officially kick off (had to do it) until Monday morning. However, many will join VettaFi and industry friends for an ETF study hall Sunday between 1-5 p.m.
Exchange is less than two weeks away, and the reasons for advisors to go continue to accumulate. VettaFi is thrilled to announce that Dr. Wendy Borlabi will be joining the roster of experts and thought leaders speaking at Exchange.
The ETF Playoffs have reached the final round. This weekend, spot bitcoin ETFs will square off against artificial intelligence to see who gets to be the champion of 2024! The winners were determined by vote on Exchange’s LinkedIn page. With the championship nigh, voting for the winner will open soon.
Following scintillating runs by AI-related stocks in 2023, some market observers believe a cooling-off period could be in the cards. However, that doesn’t dent the long-term thesis for AI investing.
The panel discussion, moderated by Freedom Investment Management CIO Ben Lavine, will include Eric Veiel, Head of Global Investments, CIO at T. Rowe Price, and Alex Zweber, Managing Director – Investment Strategy at Parametric.
The residential real estate market will continue to be at the mercy of interest rate policy throughout 2024, but there are other corners of the real estate market to consider. One active exchange traded fund, in particular, takes a different approach to real estate.
Good timing often helps some new exchange traded funds. And that was expected to be the case for the 10 recently launched spot bitcoin ETFs, including the Invesco Galaxy Bitcoin ETF (BTCO).
The “Magnificent Seven” were at the forefront of 2023’s market rally, but the same leader board has done some shifting to start 2024. After an earnings miss, the stock of Tesla faltered, while peers like Microsoft and Apple continue to see higher heights, reaching the $3 trillion club.
Income investors have an overwhelming number of investment options today. The menu ranges from traditional fixed income to equity investments like REITs to innovative covered call ETFs to more exotic vehicles.
The first round of the ETF Playoffs has concluded! Exchange, a conference for financial services professionals, is happening in Miami, February 11-14. Since Exchange is hosting a party for the big game at Miami’s hottest club, LIV, we’re hosting an ETF championship bracket.
Prior to 2022, many retail investors likely eschewed buying individual Treasury bonds from the U.S. government. That’s because they didn’t offer much in the way of income.
To celebrate the pending Exchange conference, VettaFi and some key industry partners were at the Nasdaq MarketSite to help ring the opening bell last week. Exchange will be the industry’s largest ETF-, and most valuable advisor-focused, conference.
This week, follow Exchange on LinkedIn and vote for your favorite ETF trends of 2024.
Emerging markets debt proved sturdy in 2023. And more of the same could be on the way this year. That’s because fixed income investors are looking outside of the U.S. for elevated levels of income.
A traditional 60/40 stock/bond portfolio has been a tried and tested strategy among financial planners. But income seekers can specifically reap the benefits of both assets with exposure to one active exchange-traded fund: the NEOS Enhanced Income Aggregate Bond ETF (BNDI).
A recent report from the International Monetary Fund (IMF) has projected that AI will affect almost two out of every five jobs done by humans around the world. AI of course will impact work that is already somewhat or totally automated.
Despite several physical gold ETFs on the market seeing strong outflows and spot Bitcoin ETFs stealing market share, gold miner ETFs haven’t necessarily faced the same problem of outflows.
While 2023 was the year of Fed rate hikes, the fixed income market is expecting 2024 to be the year of rate cuts. At the December 2023 meeting, the Federal Reserve’s own guidance was for three 25 basis point reductions in 2024.
Bitcoin has fallen below $40,000 after rising to just under $50,000 before the spot bitcoin ETF launch. Many investors expected this to be the beginning of a price rally that would be extended later this year through the halving event and take us to prices seen in 2021.
The expectation of higher corporate earnings in 2024 could help prop up the actively managed NEOS S&P 500 High Income ETF (SPYI). Of course, capital markets are brimming with optimism, with the expectation of rate cuts to come.
Registered investment advisors have long leaned on the 60% equities/40% fixed income portfolio structure. While it’s not perfect, it has served clients well, broadly speaking.
The BlackRock U.S. Equity Factor Rotation ETF (DYNF) is approaching its fourth birthday. The active ETF outperformed the S&P 500 over the past one- and three-year periods.
Amid expectations that the worst case scenario for interest rates this year is that the Federal Reserve will halt its tightening cycle, some fixed income investors may be inclined to take their eyes of floating rate notes (FRNs).
The anticipation of rate cuts to come this year is making for a busy bond month to start 2024. Now, regional banks are adding to corporate bond sales, according to data from Bank of America.
The Federal Reserve is expected to make interest rate cuts this year. But representatives from the U.S. central bank are sending the message that the cuts won’t be coming soon.
Gold has long been known as a safe haven and diversifying asset that investors turn to in times of economic and geopolitical distress. Last year was just such a year, with gold drawing the attention of investors of all stripes.
Today, VettaFi’s groundbreaking financial services conference Exchange rang the Nasdaq bell in Times Square. Exchange is slated to start on February 11 in Miami, Florida.
Last Friday, Bloomberg Senior ETF analyst Eric Balchunas joined VettaFi vice chairman Tom Lydon and head of research Todd Rosenbluth for the VettaFi Cryptocurrency Symposium to talk about the launch of the first spot bitcoin ETFs the day before.
January 2024 is likely to be remembered for the strong launch of 10 new spot bitcoin ETFs and the uplisting of the Grayscale Bitcoin ETF (GBTC).
Roundhill Investments announced the launch of the Roundhill Bitcoin Covered Call Strategy ETF (YBTC) on the Cboe BZX today. The actively managed YBTC is the first bitcoin covered call strategy ETF to list in the U.S.
While capital markets are expecting rate cuts to come this year, the pace at which they occur and when certainly comes into question. While the Fed continues to mull rates, fixed income investors can consider three specific ETFs from Vanguard to get more yield.
