The real estate sector represents a mere 2.31% of the S&P 500. Just two sectors – materials and utilities – command smaller allocations in the benchmark domestic equity gauge. That low weight garnered by real estate stocks and REITs belies the popularity of those assets among investors.
With one month in the books for 2024, and markets still waiting for a sign from the Fed, many investors may be looking to shake up their portfolios. What worked in 2023, after all, may not necessarily work in 2024.
This year continues to follow in the footsteps of 2023, marked by increased investor optimism but ongoing uncertainty. For now, much remains unknown, and a higher January inflation print only proves the challenges that still lie ahead.
Patience is required when embracing long-dated bonds and corresponding exchange traded funds. In standard market environments, intraday price action for long duration Treasurys usually isn’t breathtaking. Nor are investors expecting it to be.
VettaFi’s Head of Research Todd Rosenbluth discussed the Capital Group Core Plus Income ETF (CGCP) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
The biggest trend in the advisory profession over the last year was the integration of AI into practices. Using generative AI for finance allows advisors to enhance their efficiency across multiple areas of their business, letting them do more with less. Increasing their productivity in investment management allows them to spend more time with their clients, and AI – which can reveal relevant news items for advisors – gives them natural touch points to reach out to their clients more often.
VettaFi’s Lara Crigger goes in-depth on the Simplify Tail Risk Strategy ETF (CYA), which is down nearly 100%. PIMCO’s Greg Hall discusses the potential benefits of active management in fixed income and highlights the firm’s expanding ETF lineup.
Investors are turning toward active ETFs and away from mutual funds thanks to the ETF wrapper, per data from Trackinsight’s Global ETF Survey. The survey, which came out this week, showed growing investor favor toward active strategies.
Millions of people in the U.S. have a great offense when it comes to earning money that could provide them financial security. Yet it does not, because their defense in protecting and creating that security is gravely underperforming.
Just months after setting a 2024 target for the S&P 500 Index, Goldman Sachs Group Inc. strategists have boosted their forecast for a second time, reflecting Wall Street’s optimistic outlook for earnings.
Going forward, we will increasingly hear the term “shared-service provider.”
Investors are beginning to war-game how the Federal Reserve can manage a US economy that just won’t land, with some even debating whether interest-rate hikes will be needed only weeks after a steady run of reductions appeared all but certain.
While the bulls remain entirely in control of the market narrative, divergences and other technical warnings suggest becoming more cautious may be prudent.
Even at the risk of sounding like a parrot by repeating the same thing again and again, we think that it is, once again, appropriate at this time to do so: “One data point doesn’t a trend make.”
Investors looking for a “story stock” need not look much further than semiconductor giant Nvidia (NVDA). Proving that lofty valuations aren’t detriments to the upside, the stock is higher by 46.72% year-to-date. Additionally, it is now the third-largest U.S.-based company by market capitalization.
WisdomTree’s Head of Distribution, Americas, Joe Grogan, sat down with VettaFi to discuss the firm’s message to advisors, its digital assets and tokenization capabilities, model portfolios, and more at the recent ETF Exchange conference.
More than just demographics, Head of Franklin Templeton Institute Stephen Dover and Investment Strategist Kim Catechis think education and government policy are of critical importance to economic growth.
A record month of issuance in January and still relatively high yields could be prime drivers of demand for corporate debt in the current market environment. With that, an all-encompassing approach to corporate debt is available in the Vanguard Total Corporate Bond ETF ETF Shares (VTC).
With added excitement surrounding artificial intelligence, the Magnificent Seven may be one of the easiest ways to play this trend without investing in obscure small-cap stocks.
US new-home construction fell in January, indicating the recovery in the housing market will be gradual as many buyers await a further decline in mortgage rates.
Approximately 80% of all S&P 500 companies have reported fourth-quarter earnings as of today, and of those, 75% have reported earnings per share (EPS) above estimates. That’s well above the 10-year average, according to FactSet.
There is some conventional wisdom as it pertains to how interest rates affect stocks. For example, the real estate and utilities sectors are viewed as negatively correlated to 10-year Treasury yields. That explains why those sectors struggled last year.
In the wreckage of China’s stock market meltdown, some traders are making long-shot bets that officials in Beijing can stoke a recovery.
The not-so-secret ingredient that’s been fueling gains for big tech since its fourth quarter has definitely been artificial intelligence (AI). The lack of AI tailwinds for Tesla could be pushing the company’s stock down further.
Tesla Inc. is a car manufacturer that pitches itself, very successfully, as a technology hothouse. So perhaps it will take the most tech-like step possible in 2024: Announce a big stock buyback.
Bond traders are turning their attention to the latest reading on inflationary pressures in the US economy as concern mounts the recent selloff has further to run.
In the face of still elevated inflation, the U.S. consumer remains a force to be reckoned with. Obviously, that’s a plus for the consumer discretionary sector and ETFs such as the Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD).
Japanese stocks were standout performers in 2023 after years of stagnation and deflation left Japan an unloved investment destination. Can the positive momentum continue in 2024? BlackRock’s Belinda Boa believes it can and sees the makings of a rags-to-riches story with staying power ― and abundant investment potential.
Many midstream companies provide guidance for the year ahead, but a select group also offer EBITDA growth guidance or targets for the next few years. Visibility to future EBITDA growth provides important context for dividend growth.
Big tech’s strong fourth-quarter rally behind artificial intelligence (AI) has been well-documented, but the big question was whether it could sustain the run. So far it has, with the Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X ETF (UBOT) up almost 50% over the past three months.
Companies supporting efforts to create a more secure and stable world could provide equity investors with an attractive source of long-term returns.
A new life insurance strategy, one that is funded by index-universal life, offers investors so many advantages it deserves to be enthusiastically embraced by the RIA community.
A 529 plan offers higher contribution limits as well as more flexibility when it comes transferability and your range of investment choices.
The just-concluded Exchange conference brought together more than 1,800 people on-site in Miami. The advisor and ETF community came together to learn from one another and industry experts.
There are only two certainties in this world, so the saying goes — death and taxes. The macroeconomist might add recessions to that list. All three of them may well be inevitable, but maybe we can make each of them just a bit less bad.
Global money managers, desperate to avoid exposure to sliding Chinese markets, have fresh investing tools at their disposal as pessimism toward the world’s second-largest economy snowballs.
Critics of the Federal Reserve argue that the acceleration of US inflation in early 2021, and the rapid disinflation of recent months, had nothing to do with monetary policy, because the sources of above-target price growth were all on the supply side. This view is both right and too simple.
Earnings haven’t been consistently rewarded in equity markets recently. That could change faster than you think.
Capital markets pondering when and how fast rate cuts come may invoke anxiety in fixed income investors expecting yields to fall. If they’re willing to extend their exposure to higher duration, they can attain the higher yields they seek.
In such a troubled year, investors increasingly turned to alternative strategies to augment or enhance their existing core exposures. With more equity income funds coming online, how do the top ETFs in the category stack up?
ETF Prime Host Nate Geraci is joined by Bloomberg’s Eric Balchunas, ETF Think Tank's Cinthia Murphy, and VettaFi's Todd Rosenbluth to recap the ETF event of the year and discuss the industry's hottest trends.
I want to hear from you whether it is wrong to believe that numbers matter most and not everyone should try to be a psychologist with their clients.
The latest consumer price index reading indicated that core prices — excluding volatile food and energy — rose 0.4% in January from a month earlier, exceeding the median economist forecast.
The S&P 500 Index blew past a series of troubling markers in its relentless rally to 5,000. Now, after Tuesday’s rout, investors are staring at a potentially long way down before they find support.
Traders ratcheted down their expectations for a Federal Reserve’s interest-rate cut before July, and Treasury yields soared, after a report showed that inflation remains sticky in the US.
Could Toyota, not Tesla, be at the forefront of a significant technological advance for automobiles?
The cost of housing remains a hot-button topic with both Millennials and Gen-Z. Plenty of articles and commentaries address the concern of supply and affordability, with the younger generations getting hit the hardest.
The latest January release of the ClearBridge Recession Risk Dashboard shows another indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his insights on what this could mean for the recession outlook in the United States and the overall state of the economy.
When ETF investors want real estate exposure, they’re not relegated to just the residential market. That’s imperative in the current market environment. The ALPS Active REIT ETF (REIT) provides this flexibility.
Broadly speaking on both counts, ESG funds posted solid returns last year. But many investors pulled capital from these products with some actively managed funds being the most afflicted by outflows.
