Bank loan income may decline if the Federal Reserve cuts interest rates. That doesn't mean investors should avoid them altogether, but it's important to understand the risks.
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.
Financial advisors are gearing up for a successful year and preparing for client reviews. We offer four actionable ideas and practices to help advisors address some key concerns many investors are having about the year ahead.
This week saw the annual World Economic Forum (WEF) in Davos, Switzerland. Top researchers join public and private sector leaders to explore the issues facing the world. Every year features an outlook for key risks; this year, the risks felt less hypothetical than they might have in calmer times.
Investor sentiment toward China has soured after a tough year for the economy and stock market. But the painful economic transition is also creating real opportunity.
After initial optimism at the start of 2023 spurred strong performance, munis subsequently struggled as the Fed continued its tightening policy, raising fed fund rates to 5.25%−5.50%, before pausing in September.
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).
Jim Bianco, President of Bianco Research Advisors, explains the index behind the WisdomTree Bianco Total Return Fund (WTBN) and offers perspective on interest rates and credit risk. VettaFi’s Zeno Mercer discusses the latest around artificial intelligence, including valuations of companies involved in the space and considerations when gaining exposure through ETFs. Academy Asset Management’s Seth Rosenthal spotlights the Academy Veteran Impact ETF (VETZ).
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.
When will the world have its first trillionaire? A recent report from Oxfam International predicts one within a decade, noting that the five wealthiest men in the world are 114% richer today than they were in 2020.
The value of China’s stock market has never been this far behind that of the US, as the losses continue to pile up in a seemingly relentless equity rout.
This year is already shaping up to be a tough one for investors to navigate, with heightened debate over central bank moves, prospects for economic slowdowns and crucial elections around the world all weighing on fund managers’ minds.
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.
Tech sector stocks gained more than 50% last year, fueled by AI and signs of improvement in the cloud and chip markets. Upcoming Q4 results could give investors clues into 2024.
Institutional investors may want to consider an allocation to Quality equities as well as a sufficient allocation to government bonds.
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.
VettaFi’s Head of Research Todd Rosenbluth discussed the ETF of the Week: Bitwise Bitcoin ETF (BITB) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
We’ve had almost a year now to assess whether Microsoft Corp.’s plan to add ChatGPT to its Bing search engine made any difference in the great battle against Google. It will come as no surprise to learn that it didn’t — Bing’s market share in online search has barely moved.
While many things are getting back to normal, the pandemic profoundly changed American life — sometimes just by speeding up prevailing trends. The technology already existed to allow many Americans to work from home, for example, but the pandemic normalized it.
After years of regulatory tinkering, Washington is now forcing through the most rigorous overhaul of the world’s biggest bond market in decades.
Economic growth continues to defy expectations of a slowdown and recession due to continued increases in deficit spending.
The never-ending rise in technology megacaps is driving stock-picking pros to do something they don’t want to do: give up on beating the benchmark.
In what was supposed to be the “year of fixed income,” 2023 proved to be an OK year, but not a generational one. As we shift gears into 2024, spreads are tight, rates are low, and the market is pricing in a whopping six interest rate cuts before year-end.
Exchange kicks off the same day as the most important game in American sports — the Super Bowl. Here are the four main reasons you’re better off seeing the game at Exchange than anywhere else.
What’s in store for stocks after they climbed a wall of worry to exceed expectations in 2023? Fundamental Equities Global CIO Tony DeSpirito sees a rich hunting ground for stock pickers and offers four insights for 2024 ― from sector likes to international opportunities.
With lower interest rates now in sight and renewed confidence in the stock market, deal making activity should pick up in 2024 after a slow couple of years.
After two years of fighting inflation amid fears of recession, markets and policy makers appear unified in their sanguine outlook. While interest rate increases designed to slow economies may well be nearing an end, markets are never without risk.
The race for the White House intensified this week as Donald Trump won the Iowa caucus with 51% of the vote, handily beating rivals Ron DeSantis and Nikki Haley. Results from the online prediction market PredictIt now show that Trump has become the betting favorite to win November’s general election.
An emerging-market money manager who is outperforming 99% of his peers says equity investors can make money in 2024 whether the Federal Reserve cuts interest rates or not, by focusing on countries undergoing economic transformations.
The surge in small-cap stock performance in the final weeks of 2023 may signal a long-awaited turnaround for smaller companies that have lagged large-cap peers for a decade, according to Head of Global Index Portfolio Management Dina Ting.
Chinese stocks just capped another dismal week, with a gauge of mainland firms listed in Hong Kong languishing at the bottom of global equity index rankings for the year so far.
With the expectation of Federal Reserve rate cuts to come this year, global central banks could also follow suit. This could pave the way for international equities to run higher, giving investors upside while also getting diversified exposure.
Initiate the year with direct indexing, encompassing tax planning, personalized investing strategies, rejuvenating sidelined cash, and navigating concentrated stock positions or financial windfalls.
I’m a big fan of ETF product development, but sometimes the choices can be overwhelming. For example, on our ETF Database platform there are approximately 90 ETFs offering high yield bond exposure.
While elections can be newsworthy, we think that investors shouldn’t be too concerned about the impact on financial markets. Staying disciplined will help investors in the long run.
Factors are long run drivers of portfolio risk and returns. Having strategic allocations to factors may increase a portfolio’s expected return.
Treasury yields rose on Wednesday following stronger-than-expected retail sales and encouraging remarks from a Federal Reserve member.
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.
The stocks that led the rally in 2023 are again traders’ top picks, defying broader outflows, according to Bank of America Corp. strategists.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, will discuss the concept of value investing in the information technology sector.
A product has just gone up in price by 90% in 12 months. It now costs more than it has in 16 years. Most people would think twice about diving into a market like that.
Citigroup Inc.’s option volume was light on a recent Wednesday, until the session’s last 90 minutes when a wave of trades hit. These weren’t bets on the shares moving — rather, they were part of a long-dormant strategy that’s back in vogue thanks to the Federal Reserve’s interest rate hikes.
Bond traders are growing convinced that US Treasury yields are on the brink of returning to the way they’ve traded for most of their existence — it’s the how, why and when of the normalization that keeps financial markets bouncing around.
Tax-loss harvesting is an essential tax-management strategy that can benefit a broad range of taxable investors – even those who many not think they have to worry about investment taxes.
The Fed’s balance sheet could stabilize this year, but details are unclear.
Emerging markets bonds issuance is already reaching record highs early in 2024. The Financial Times reported that EM debt issuance is already at $50 billion, opening opportunities in EM bond ETFs.
The Federal Reserve has fueled market conviction that the good old days of extremely low interest rates and abundant liquidity are soon to return. Our Franklin Templeton Fixed Income CIO Sonal Desai sees this reaction as an excess of dovish enthusiasm that sets the stage for more volatility.
Todd Rosenbluth, head of research at VettaFi, discussed the launch of the iShares Bitcoin Trust (IBIT), with BlackRock’s Jay Jacobs. Rosenbluth and Jacobs also talked about the benefits of ETF bitcoin exposure for investors, and about blockchain technology at the Crypto Symposium hosted on the VettaFi platform.
In 2023, the Federal budget deficit exceeded private and foreign saving, resulting in only the eighth year since 1929 with negative net national saving (to be referred to as NNNS).
Over the past year, Mexico has surpassed China as the biggest trading partner to the United States. How did that happen? It’s a trend called “Friendshoring.” Listen in as Capital Group analyst Jeff Garcia explains this growing facet of global trade and why it's likely to become even more important in the years ahead.
