On this episode of the ETF of the Week podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the T. Rowe Price Capital Appreciation Equity ETF (TCAF) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
Is this period different from the high-beta boom-and-bust cycle during the dot-com era? Only time will tell. While there are some similarities, key differences exist.
The dollar’s bounceback in July is convincing some emerging-market investors to bet it will keep rising in coming months.
Many portfolios consist of highly appreciated, concentrated positions. Investors are hesitant to rebalance these portfolios due to concerns about paying capital gains taxes. Such hesitancy is often unwarranted.
History confirms one thing — drawdowns do occur, instilling a level of market uncertainty of varying degrees.
A strong GDP rebound was quickly overshadowed by a weaker-than-expected jobs report and hotter-than-anticipated inflation.
Invesco is no stranger to the active ETF arena, and they continue to make strides in fixed income with the introduction of the Invesco Core Fixed Income ETF (GTOC) and the Invesco Intermediate Municipal ETF (INTM).
Risk assets rebounded in Q2 as tariff worries eased and earnings growth continued. The quarter also highlighted the resilience of major secular trends, which could be key to returns going forward, says the Research Team.
Heading into August, with over $680 billion of net inflows YTD, the ETF industry is on track to surpass the $1 trillion mark again.
It happened quickly. One minute, the focus was on the furious nature of stocks’ rebound off the April 8 lows. The next minute you start hearing strategists, including ourselves, making references to 2021.
Bitcoin continues to draw investor attention and interest as prices climb higher and fundamentals strengthen. Matthew Kimmell, digital asset analyst at CoinShares, joined Roxanna Islam, CFA, CAIA, head of sector and industry research at VettaFi in the Alternatives Symposium hosted on the VettaFi platform.
Emerging markets (EM) could finally be in the throes of a comeback, and there are already signs it could be in its early stages.
VettaFi research colleagues spotlight some of the top trends in the first half of 2025 and preview what's to come in the ETF market."
Federal Reserve officials leave short-term interest rates unchanged but appear to open the door for a potential rate cut later this year.
Thanks to AI, cloud computing, and renewable energy reshaping the global economy, one under-the-radar sector surging to the forefront is utilities. Long considered a sleepier, more defensive, “old economy” play, utilities stocks and ETFs are quickly becoming the backbone of the digital and green revolution.
The US-Japan deal may mark a pivotal moment for global equity investors, according to Dina Ting, Head of Global Index Portfolio Management. Find out why.
For the fifth meeting in a row, the Federal Open Market Committee (FOMC) decided to keep rates unchanged, leaving the Fed Funds trading range at 4.25%–4.50%.
Speculation may be running rampant—much like past bubbles—but that’s exactly why long-term investors should be optimistic. As past bubbles eventually gave way to investment opportunities, this environment could set the stage for powerful long-term returns.
Investing in commodities can be a difficult path for investors who react impulsively to market headlines and short-term price movements.
The need for strategies targeting AI opportunities across the value chain has become a necessity for investors.
In a May report on alternative scenarios for the long-term US budget outlook, the Congressional Budget Office estimated the impact of productivity growth that was faster or slower than the 1% annual average in its baseline forecast. It made a big difference.
Judging by soaring asset valuations in the wake of President Trump backing away from the worst-case tariff scenario, one could believe that the threat posed by upending the global trade framework has been removed. We are more circumspect.
Tell me if this rings a bell. You worked hard your entire life. You maxed out your 401(k) every single year of your career and invested those assets inside your employer 401(k).
Trade negotiations will reveal a nation's favored sectors.
On Tuesday, consumer products giant Procter & Gamble reported its latest quarterly results. Given the mixed signals on where inflation and tariffs stand for the long term, advisors and investors were eager to hear how the company is doing and what it’s doing to position for the long term.
Platinum has been relatively staid for much of the year before taking flight in June, rising 36% in Q2 and leaving other metals in the dust.
The Federal Funds Rate (FFR) is the interest rate banks charge each other to borrow money overnight. It's set by the FOMC and is one of the Federal Reserve's primary tools to implement monetary policy and is a key driver of economic activity. This video examines the Federal Funds Rate and reviews the Fed's interest rate meeting on July 30, 2025.
US buyers have been coming for the UK’s top companies, and now they are coming for its bankers. You can see why London-based boutique Robey Warshaw is selling itself. For New York-based buyer Evercore Inc., it’s more a calculated gamble.
Instead, a new group dubbed the “Terrific 20” — spanning real-economy sectors like financials, energy, industrials, and consumer — has led the rerating. Their forward valuations have risen ~50% in two years, making a larger portion of the market look expensive.
Constant threats are souring U.S. relations with its trading partners. Stop-gap deals of the kind agreed recently will not mark the end of the trade war, as the pacts leave high tariffs in place.
Senior Investment Strategist Tracey Manzi notes that while sentiment shifts can sway markets in the short-term, the US dollar's supremacy will likely remain intact.
The past week was a significant moment for the crypto landscape, both in terms of legislation and market momentum.
Much has been made about the current state of affairs of the U.S. dollar. The greenback’s slump in 2025’s first six months is the currency’s worst first-half showing in 52 years. That’s more than enough to sound alarm bells in the global currency market.
Whether the White House “won” its trade negotiations with the European Union is debatable: Americans will now pay more for French wine and German cars, while Europeans get a tax cut on US goods.
Given short-term and long-term price implications, the growth trajectory for copper could be electrifying. The industrial metal’s usage in electricity is giving way to its ubiquity.
Bob Elliott, Co-Founder and CEO of Unlimited, highlights the value of hedge fund strategies and how his firm is making them more accessible through innovative hedge fund replication ETFs. Todd Rosenbluth, Head of Research at VettaFi, breaks down the latest ETF headlines – from Invesco’s plans to restructure QQQ, to Global X’s launch of “PureCap” ETFs, new covered call sector ETFs from State Street, and growing investor interest in momentum ETFs.
Join the experts from MUSQ, LLC and VettaFi as they discuss a first to market ETF with broad exposure to a rapidly growing industry.
There’s a movement underway to improve retirement investments through personalization, but it will do more harm than good in the next stock market crash because it uses the wrong information for defaulted participants.
If there’s one thing I’ve learned after decades in the investment world, it’s that government policy is a precursor to change.
There’s a daily onslaught of AI headlines and often tantalizing intraday moves notched by some related stocks. Some investors are tempted to take short-term views of the artificial intelligence investment thesis.
With 2 billion monthly users in 200 countries, Google’s AI Overviews can claim to be the most popular generative artificial-intelligence product yet released to the public.
The 2025 bitcoin bullishness has stirred much chatter about why the largest cryptocurrency is one of this year’s best-performing assets.
VettaFi’s Head of Research Todd Rosenbluth discussed the Franklin International Low Volatility High Dividend Index ETF (LVHI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
When it comes to investing, I’ve learned that common sense isn’t all that common. In fact, I’ve seen brilliant people lose millions of dollars on investments without using one ounce of common sense.
Wall Street has a long history of selling the newest shiny object to Main Street just as the trade begins to sour. If the music stops at this private equity party, you don’t want to be the last one still dancing.
Despite some wide swings over the last few years, most bond yields still remain elevated.
Understanding How Options Work, Why They Matter, and How Investors Can Use Options
Standard value and growth style indexes categorize stocks based on a composite signal that combines valuation (cheap vs. expensive) and growth (fast vs. slow) metrics.
The second quarter of 2025 started with a bang and ended with a whimper.