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.
The rush into technology stocks is resembling the bubble of 1999, reflecting an assumption that the economy will perform strongly despite tighter monetary policy, according to Bank of America Corp. strategists.
JPMorgan Chase & Co. is making the titans of private credit markets very anxious.
Political risk is global in 2024: Franklin Templeton Institute’s Kim Catechis highlights key elections to watch across the world in the coming year.
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.
In Russell Investments’ factor portfolios, the Global Large Cap Growth, Momentum and Size factors outperformed the MSCI All-Country World Index during Q4, while the Global Large Cap Value and Low Volatility factors underperformed the index. The Global Lage Cap Quality factor was flat for the quarter.
The Fed concluded its January policy meeting leaving interest rates unchanged, which was widely expected.
Jon Fee of VettaFi and Marguerita Cheng of Blue Ocean Global Wealth discuss financial planning with the next generation, the exchange conference and her Ethics Education panel.
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.
Meta Platforms Inc.’s efficiency-obsessed investors don’t like to see the company spend money. Unless — and this will shock you — it’s going into their pockets.
Less than a month after the debut of spot Bitcoin exchange-traded funds, the asset managers offering the investment vehicles appear to be seeking ways to bolster their own profitability.
The basic tenets of building wealth, like having a well-diversified portfolio with long time horizons, are not difficult concepts that are relatively easy to implement. So, why don’t people follow them? In our latest insight, we analyze several risk/return charts across multiple time horizons and reveal the results that investors tend to find surprising.
Meta Platforms Inc. and Amazon.com Inc. soared in pre-market trading Friday after delivering quarterly earnings and outlooks that far exceeded Wall Street’s expectations.
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.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Invesco S&P 500 Equal Weight Technology ETF (RSPT) with Chuck Jaffe of “Money Life.” The pair talked about several topics regarding the fund to give investors a deeper understanding of the ETF overall.
Thus far, market momentum has carried over from 2023 into 2024. Things started slow, with the S&P 500 closing down more than 1.5 percent during the first week of the year.
In this article, Russ Koesterich discusses why a different approach to portfolio construction within equities is warranted in 2024.
As the market prepares for Apple Inc.’s earnings on Thursday, all I can think is this: Chief Executive Officer Tim Cook has problems. Plenty of them.
Big Tech’s struggle to meet lofty investor expectations this earnings season has taken air out of a record-breaking stock run. Pressure is now on Apple Inc., Amazon.com Inc. and Meta Platforms Inc. to come through on Thursday.
Jerome Powell delivered a clear message to traders eager for the central bank to start slashing interest rates: Not so fast.
Advisors are increasingly shifting away from a traditional 60/40 portfolio as they realize the full potential of alternatives and the benefits they can provide for their clients. Yet, despite increasing demand, hurdles to accessing and understanding alternative investment strategies still exist. My guest, Abby Salameh, will leverage findings from the CAIS-Mercer second annual survey – which was conducted at the second annual CAIS Alternative Investment Summit last month – to expand on the shift that’s taking place as investors adopt a modern three-dimensional portfolio, the challenges that advisors continue to face when accessing these investments, how technology platforms like CAIS are addressing those hurdles, and her outlook for the alternatives industry into 2024.
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.
If artificial intelligence is going to live up to the hype, Goldman Sachs analysts said recently, the excitement stage of AI needs to shift drastically this year into a period of meaningful deployment.
Economic growth in the US is off to a better start than expected this year, thanks largely to a long-awaited pickup in consumers buying “stuff” again after they shifted spending to experiences in 2022.
Microsoft Corp., Alphabet Inc.’s Google and Advanced Micro Devices Inc. — three companies working harder than nearly anyone to weave artificial intelligence into their products — are finding that investor expectations for the technology are hard to meet.
Trading in bonds these days means having to put up with more frequent market gyrations — and that’s just fine with big investors like Pimco and BlackRock Inc.
I’m running a large firm, but one of my weaker members is my son.
Market expectations have established a high bar for central banks' rate cuts. Any disappointment like stronger inflation or economic growth could spark market volatility.
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.
BlackRock’s Jay Jacobs discusses the recent debut of the iShares Bitcoin Trust (IBIT) and offers key takeaways from the firm’s 2024 thematic outlook. VettaFi’s Stacey Morris highlights indexes underlying the Texas Capital Texas Oil Index ETF (OILT) and the Alerian MLP Index ETN (AMJB). GMO’s Tom Hancock expands on the quality factor and the GMO U.S. Quality ETF (QLTY).
This week, follow Exchange on LinkedIn and vote for your favorite ETF trends of 2024.
Here’s how you can use video to build relationships with clients and prospects.
The stock market’s rally to record highs heading into this week’s Federal Reserve meeting has some of Wall Street’s biggest optimists growing concerned that the good vibes are sending a contrarian signal.
Wall Street is widely expecting the US Treasury to announce a final increase to its sales of long-term debt this week, after a steady ramp up in supply that’s sometimes tested buyers’ appetites for funding a widening budget deficit.
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.
More institutional investors are exploring infrastructure for diversification, income and stable return potential as well as inflation protection. Investors are looking at both the traditional segments and newer digital sectors along with renewables.
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).
Falling inflation hasn’t yet translated into good feelings among US consumers. Based on the latest data, that might be changing.
Advisor Perspectives recently asked its community they are recommending the new spot bitcoin ETFs. Many made incorrect statements in their efforts to justify their opposition.
Much discussion of economics since the publication of Thomas Piketty’s book has indeed been influenced by his data and analytic framework.
What does a November 2023 hockey bet have to do with the 2008 financial crisis and the Chunnel connecting England to France? A lot, and the relation is key to understanding financial disasters — not to mention getting paid for longshot sports bets and getting from London to Paris safely.
There’s a price to pay for all the generative AI tools that professionals are using to make themselves more efficient. It’s not just a subscription fee to OpenAI, Microsoft Corp. or some other AI company — it’s their privacy too.
Value investing is the lens through which many view financial markets. Yet, a simple value factor has performed poorly for the last 16 years. Is the value effect over, or will it come back in 2024?
