Here are the top three trends that will affect ETFs in 2023.

Low-volatility strategies are often cited as an anomaly offering higher returns without a corresponding increase in risk. But the so-called low-volatility factor is well explained by other factors, and new research shows it does not reduce exposure to “systemic,” broad-economic risks.

Economically speaking, bullish bets are mounting on a “no landing” scenario, which suggests the economy will avoid a recession entirely.

Stock-market believers are looking past the roughest stretch in months for US equities and clinging to bets on a rally in the back half of the year once the Federal Reserve stops hiking interest rates.

The asset management unit of JPMorgan Chase & Co. has wiped its ESG portfolios clean of their exposure to the Adani empire.

Research from Vanguard suggests that investing in commodities is the most powerful way to hedge against unexpected inflation.

Last year, 2022, was very challenging for equities, particularly for growth-equity investing. Today, we’ll be discussing the style headwinds investors faced last year and the outlook for high-quality, large-cap growth investing in 2023. The William Blair Large Cap Growth fund (LCGFX) focuses on growing companies in growing industries – what its team calls structurally advantaged companies – whose long-term growth they believe will persist in a variety of economic environments.

Close to 90% of the world’s central banks are at some point in the process of creating their own digital currency. Are you ready?

Markets are unpredictable, which is one of many reasons it is difficult to consistently deliver alpha over long periods. In their latest commentary, our small cap growth team explains why their approach to managing the trade-off between risk and reward gives them the opportunity to outperform across market cycles.

As President Joe Biden’s administration prepares to accept requests for $39 billion in funding to jumpstart US production of microchips, his commerce chief emphasized the program’s focus is strengthening national security rather than boosting struggling chipmakers.

Many investors believe that gold is a safe long-term investment that can be used to hedge against risk. But should you include this precious metal in your retirement portfolio?

A gold IRA is one way to diversify your retirement portfolio. It can protect your savings from plummeting in the event of a stock market crash or high inflation.

In a dark future for humans on Wall Street, banks fire traders en masse as artificial intelligence models like ChatGPT take over bond and commodities markets that were once too tough to automate.

In February 2017, Cathie Wood went on Bloomberg Television to make her case that the $10 trillion global mobility market would be severely disrupted by electric vehicles and networks of autonomous taxis.

The credit cycle lies at the heart of our financial system.

Professional speculators aren’t convinced that the worst is over for one risky corner of the stock market despite a rousing new-year rally.

January’s Consumer Price Index (CPI) released this week by the Bureau of Labor Statistics moderated to 6.4% on an annual basis, down from December’s 6.5% and well below its peak of 9.1% in June 2022.

Leveraged properly, AI technology can serve as a partner instead of an adversary.

Janus Henderson Group Plc’s new boss has a plan to revive the struggling money manager, whose clients have yanked about $130 billion since 2017.

Bond markets are pricing in additional Federal Reserve interest rate hikes, acknowledging the central bank’s emphatic resolve to tame inflation despite the likely trade-offs.

The rally in Chinese artificial intelligence stocks is showing further signs of cooling amid media reports of authorities banning access to OpenAI’s ChatGPT service.

Billions of dollars are accumulating in Moscow beyond the reach of its foreign owners.

MPW’s dividend is safe.

Gold investors are betting the Fed will continue to be negligent with its monetary policy.

Passively managed equity funds are on the cusp of marking a milestone that’s been more than a decade in the making: Globally, net assets in such products are about to exceed those of their actively managed counterparts, according to Societe Generale.

The world of exchange-traded funds — still synonymous with passive investing — is turning into a battleground for Wall Street’s biggest players as they compete for a slice of the active-management industry.

Global bonds are poised to erase all of the gains they made in their best start to a year on record.

The economics behind the “super OSJ” brokerage model are unsustainable. Those firms are destined to transition to RIAs.

I have no idea how AI will impact the advisory profession. However, I’m confident it will fundamentally change almost every aspect of what you do and how you do it.

My company has meetings about absolutely everything.

The U.S. needs to put in more effort at home to maintain its technological edge.

The common narrative is that we’ve (the US) been enjoying a long period of globalization and now that it is going into reverse, it will upend many of the benefits brought by globalization, to the US in particular.

ChatGPT has ignited the world’s imagination about the power of artificial intelligence (AI).

Sound policymaking has helped India modernize and achieve robust economic growth, positioning it to become an increasingly important player on the world stage.

When it comes to the clients they serve, advisors need to think about the now and the new, not the next, and step up their offerings in key areas.

What can we, as advisors, do to promote healthy finances?

Concerns about further interest-rate hikes, a fizzling stock rally and a US crypto crackdown all suggest Bitcoin and other tokens should be beating a hasty retreat. Instead, they’re extending their 2023 rebound.

Lithium’s recent price collapse and the prospect that supply from new mines could accelerate the slump are stoking fierce debate in the electric-car battery industry.

Conviction is growing among strategists that this year’s powerful European equity rally is set to falter.

The surge in technology stocks that’s caused renewed losses for short sellers this year looks to be running out of steam, encouraging bears to maintain their bets against long-time targets such as Tesla Inc., Apple Inc. and Meta Platforms Inc.

China’s internet firms are revving up efforts to outdo each other since Beijing began to wind back its bruising internet crackdown, spurring an abrupt surge in competition that’s threatening margins and spooking investors.

Is investing in the stock market akin to gambling?

With the consumer price index increasing during the last few years at a rate not seen for nearly 40 years, the investing challenge for the coming year is finding ways to generate real returns during exceptionally high inflation.

A malinvestment bubble has persisted for years, sucking in a considerable amount of capital from many sources.

Something like the plot of Atlas Shrugged seems to be playing out across America.

Microchips are the foundation of the modern economy, but what are the geopolitical implications of this new power player? In this episode of The Active Share, Hugo spoke with Tufts University associate professor Chris Miller, author of the book Chip War: The Fight for the World’s Most Critical Technology, about the decades-long, globe-spanning battle to control one of the world’s most critical resources.

VettaFi’s Tom Hendrickson discusses the latest Bitwise/VettaFi Benchmark Survey of Financial Advisor Attitudes Toward Crypto Assets. Dimensional’s Wes Crill offers perspective on the growth of their ETF business, mutual fund to ETF conversions, value investing, and more. Alpha Architect’s Wes Gray explains their white labeling service and spotlights two recent ETF launches.

Let’s explore whether the CFP Board, the most powerful and prominent organization supporting the advisory profession, can do more to support the adoption of a full fiduciary standard. We’ll also ask whether the CFP Board actually owns the trademark for “certified financial planner,” as it claims.

The bond market finally got the Federal Reserve’s message on rates, while stock investors continue to ignore it, for the most part.

From Home Depot Inc. to Walmart Inc., the biggest US retailers are about to grab the earnings spotlight, providing investors crucial insight into consumer demand, the trajectory of economic growth and Corporate America’s profitability.