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.
When markets are volatile, it's tempting to move into cash. But those high yields on short-term cash instruments aren't as attractive once taxes and inflation are factored in.
According to my guest today, the lagging effects of central bank tightening will lead to a further deceleration in growth, a mild U.S. recession, anemic growth in Europe, but more resilience in emerging markets. Past episodes of high U.S. inflation suggest it will take about two years to bring core inflation down by half from its peak level. Equity valuations are stretched, particularly in big tech. Monetary authorities have decreased their support. And governments have probably already reached the limits of the fiscal stimulus they can provide.
Given those challenges, you will learn about the opportunities for investors across a range of asset classes. There are quality U.S. and international stocks that trade at reasonable valuations and stand to benefit from important technology and secular trends. The expectation of lower interest rates in the future is creating opportunities in fixed income markets. That is in longer duration and in niche parts of the market like cat bonds and agencies.
Following approval of spot bitcoin ETFs, many believe bitcoin could be increasingly important in the future. The ETF wrapper adds much needed accessibility transparency, and liquidity, giving investors an opportunity to take advantage of all that crypto has to offer.
Join the experts at Invesco and Galaxy to learn all about the latest sensation in investing and discover how this opportunity can help your portfolio.
VettaFi’s Head of Research Todd Rosenbluth discussed the Goldman Sachs MarketBeta Russell 1000 Value Equity ETF (GVUS) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
The markets never fail to keep us guessing, but this year has shown even more evidence that predicting markets is a fool's game. What's in store for 2024? We have some ideas...
The Federal Reserve’s asset purchase program, known as quantitative easing, has twice helped save the US economy — first during the financial crisis and then again with the Covid-19 pandemic.
The US 30-year yield climbed to its highest level so far this year Wednesday after poor demand for an auction of five-year notes, a week before the Treasury is expected to announce a heavier borrowing schedule for the February-to-April period.
Nomura Asset Management’s Richard Hodges began the year by buying credit default swaps, worried that rate-cut bets were becoming too aggressive. He reduced the hedge when the cost of protection increased, and now stands ready to dip in again.
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.
While the S&P 500's all-time high hasn't been accompanied by other parts of the market (notably, small caps), further gains are possible if breadth firms up.
Despite its original stated goal, US antitrust policy has always been used merely to ensure the free entry of competitors into all markets, rather than to address the problem of market power. But in the age of Big Tech, this approach has become woefully inadequate.
Improve your income potential with a tactical, unconstrained strategy that sources opportunities across geographies and asset classes. BlackRock Multi-Asset Income Fund takes a risk-first approach while seeking to deliver a consistently attractive yield.
As we get ready to review the Q4 earnings report, stocks have rallied sharply over the last two months
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.
The euro celebrates 25 years of virtual existence this month, with its digital creation in 1999 followed by the introduction of physical notes and coins in 2002. It's embedded successfully as the domestic means of exchange within the 20-nation euro zone.
In the rapidly evolving outlook for interest rates, some things are still sacrosanct. The pace of price increases has slowed significantly, and the argument is now how much — rather than when — borrowing costs will be lowered this year.
China’s mutual fund houses are trying to tamp down investors’ enthusiasm for US stocks, putting new restrictions on buying into their products as demand soars.
No matter which way markets go, Goldman Sachs Group Inc. says some traders are modeled to sell stocks over the next week.
One powerful and underutilized marketing strategy is client testimonials and reviews.
The Fed may have set the inflation fire, but the same Fed under Paul Volcker also helped extinguish it. I will examine the change in mindset at the Fed in the mid- to late 1970s.
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.
