In this provocative one-hour webinar, VettaFi Financial Futurist Dave Nadig sits down with Andrew Smith Lewis, Founder and CEO of Alai Studios, a unique venture lab focused on the intersection of psychology, neuroscience and Artificial Intelligence with Finance, Education, and the way we live. Andrew has been instrumental in creating many of the adaptive learning systems we use today and holds multiple patents in the field.
Given concentration risk, understanding what a strategy and portfolio owns is more important than ever in current markets.
The latest Underlying Inflation Gauge full data set for August is 3.0%, down 0.1% from last month, while the prices-only measure is 2.3%, unchanged from last month. Current Headline CPI is now 3.7% and Core CPI is 4.3%.
Investment bankers were finally starting to believe in the green shoots of capital-markets activity this month, but the Federal Reserve might now have crushed them under hawkish boots.
Low interest rates can lead people to rationalize all sorts of bad ideas: investing in companies that will never make a profit, financing share buybacks with debt, spending billions on terrible streaming content, to name a few.
A bad week on Wall Street turned dismal Thursday after the relentless surge in Treasury yields sapped demand for risk assets. In the end, US stocks suffered the biggest drop in six months as investors recalibrate for a world where rates sit at levels not seen in a generation.
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of September 8th, the index was at 7.010, down .007 from the previous week.
ETF Trends interviewed three sources about active ETFs, why financial advisors are opting for these investment solutions for clients, and how these factors have changed in recent years. Each source responded to the same questions in their respective interviews.
During a five-day tour of India earlier this month, Nvidia Corp. Chief Executive Officer Jensen Huang visited four cities, dined with tech executives and researchers, took numerous selfies, and sat for a one-on-one conversation with Prime Minister Narendra Modi about the AI sector.
Cathie Wood’s Ark Investment Management has acquired a fellow exchange-traded fund issuer in its biggest push yet into Europe’s nascent market for trend-driven investing.
While the Fed kept rates unchanged at today’s meeting, between the press conference and forecast updates, Powell and Co. gave plenty of ammo to keep the financial press busy speculating about what may come at the next FOMC meeting this Fall.
To prevent catastrophic climate change and accelerate the global transition to a net-zero economy, policymakers and asset owners urgently need to rethink how we channel capital at scale. The key is to develop new financial instruments that are profitable, liquid, and easily accessible to savers and investors globally.
In this video, Colton Carnevale will take you through the various metrics that FAST Graphs has to offer such as EBITDA and Sales.
In our view, the specific market dynamics that influence a company's sales growth prospects have a greater impact on equity returns than the overall direction of the economy.
The September Federal Reserve meeting provided few surprises, but ongoing uncertainty about the Fed's next move may mean more volatility ahead.
GMO has published a new 7-Year Asset Class Forecast.
In State Street Global Advisors’ recent Gold ETF Impact Study, the firm reported that “36% of surveyed investors don’t invest in gold because they don’t know enough about the ways that they can invest in gold.”
The biggest growth companies continue to increase their concentration in major equity indexes this year. It’s not surprising that investors are starting to rethink their exposure to large-caps, given concentration risk and ongoing market uncertainty.
Thematic ETFs have come a long way since they made their full debut in the ETF ecosystem.
Just about 10 “mega-cap” firms have driven more than 80% of the S&P 500’s growth in 2023. For some, that’s proven to be a source of robust returns, but that statistic also means heightened concentration risk for everyone.
Broad-based dividend strategies haven’t performed very well in 2023. But panelists at VettaFi’s Equity Symposium argued that there is value in dividend ETFs — investors just need to know where to look.
August's ZHVI came in at $349,770, up 0.47% from July and up 0.40% from August 2022. However after adjusting for inflation, the real figures are 0.09% month-over-month and -6.45% year-over-year. Nominal home values have increased for 5 straight months while "real" home values have only increased for 3 straight months.
Customization is increasingly important across a number of industries. For advisors, the ability to create personalized portfolios that can meet the specific demands and preferences for investors is going to be vital. Join the professionals at Envestnet and VettaFi as they unpack the latest in direct indexing innovation.
To better understand the growth mindset as it applies to your practice, look at some common misunderstandings, contrasting them with the outlook predicated by the proper mindset.
Existing home sales continued their downward trend in August as prices remained elevated. According to the data from the National Association of Realtors (NAR), existing home sales fell by 0.7% from July to reach a seasonally adjusted annual rate of 4.04 million units. This figure came in lower than the expected 4.10 million. Existing home sales are down 15.3% compared to one year ago.
The Conference Board Leading Economic Index (LEI) fell for the 17th consecutive month in August as economic uncertainty and recession fears continue to grow. The index dropped 0.4% from last month to 105.4, the index's lowest reading since June 2020.
The latest Philadelphia Fed manufacturing index dropped back into negative territory indicating a decline in activity. In September, the index fell to -13.5, coming in below the forecast of -0.7. The six-month outlook remained positive for a fourth consecutive month at 11.1.
Register today for this free Symposium to earn CE credits and learn how to take advantage of all that equities have to offer.
Labor strikes aren’t cheap. Equipment sits idle. Supply chains get gummed up. Workers lose wages, shareholders lose profits, governments lose tax revenue. All these effects can have an adverse impact on economic growth, employment and inflation.
The Federal Reserve’s internal debate about the “neutral” real rate of interest is heating up.
Bond traders are bracing for Treasury yields to keep pushing higher after the Federal Reserve signaled it’s likely to hold interest rates at lofty levels well into next year.
Amazon.com Inc. made a pitch to keep Alexa relevant in the age of generative artificial intelligence, promising a set of features that will make the software more conversational.
In the week ending September 16, initial jobless claims fell to their lowest level since January. Seasonally adjusted initial jobless claims were at 201,000, a decrease of 20,000 from the previous week's revised figure of 221,000. The latest reading was below the forecast of 225,000.
BlackRock Inc. and other money managers spent years rolling out sustainable funds, seeking to capitalize on surging interest in ESG investing. Now they’re abandoning an increasing number of those products in the US amid political backlash and investor scrutiny.
Can the economy grow 2.0% to 2.5% faster per year over the next 10 years than the last 30 years? I don't think so.
When Exchange first launched in 2022, it redefined what an advisor-focused conference could look like. Now, Exchange 2024 is just around the corner. The financial services industry prepares to unite at Miami Beach on February 11th-14th.
The European Central Bank is likely at or very near its peak policy rate, but we don’t expect rate cuts in the near term.
What’s inside an ETF really matters. This is an argument I’ve been making for more than a decade. However, with the growth of alternatively weighted index ETFs and actively managed products, this has become even more notable.
Inverted curves (when the gold line goes below the red line meaning that short maturity yields are higher compared to longer maturity yields) have preceded recessions.
The Franklin Templeton Fixed Income team believe that issuers that think critically about the environment in which they operate could outperform throughout the full market cycle compared with those who are slower to adapt.
Whatever stories Americans are told about the strength of the economy under President Joe Biden, they are not going to be persuaded to look past the issue of their own living standards. For most Americans, these have declined somewhat as price increases have outpaced wage growth.
Banks have reemerged as a potential pain point for the investment community, as rating agencies recently embarked on a downgrade cycle in the sector.
Run client-generating events like a pro. This actionable guide goes week by week into the planning and execution details required to establish an effective event marketing strategy for your firm. Download for free today and transform your events into high-value experiences that support the growth of your business.
Join the experts at Voya Investment Management and VettaFi for a webcast digging into the opportunities in today’s bond market.
Improve your own and your firm’s productivity by sidestepping these top five hybrid work mistakes.
To widen your audience, deepen client bonds, and carve out a strong market presence, a webinar strategy is your ticket to success.
Industrial securities are unloved by financial advisors. However, it is the backbone of a relatively popular sector ETF and two relatively new thematic ETFs positioned to benefit from transformational changes. Perhaps they want to dive deeper into the fundamentals with us during the VettaFi Equity Symposium on September 21.
Banks are never fans of tougher regulation, but they really don’t like the overhaul of US capital rules proposed at the end of July by the Federal Reserve and other finance authorities. Lenders and their lobbyists have come out fighting.
Consumers might still be benefiting from inflation pressures abating, but the same is no longer true for corporations.
I’m finding it hard to reconcile this.
