As market volatility lingers, the latest S&P Persistence Scorecard reveals a sobering reality for active managers.
Core aggregate benchmarks remain the bedrock of many fixed income portfolios but advisors are increasingly looking to income alternatives.
The rapid institutionalization of the $3 trillion private credit market has left many financial advisors racing to catch up. While the asset class was once a walled garden for pension funds, the mainstreaming of private debt requires a new level of diligence and education. The shift toward transparency is finally allowing advisors to look under the hood of these complex structures.
Active ETFs are no longer a niche satellite play; they are becoming central pillars of modern portfolio construction.
The artificial intelligence theme is entering a more granular phase, with investors increasingly looking beyond foundational large language models (LLMs) toward the physical infrastructure required for scale.
The traditional 60/40 portfolio is undergoing a structural renovation, but the fixed income sleeve is proving difficult to stabilize.
Systematic indexing removes the psychological stress of timing crypto markets by allowing advisors to capture broad asset-class returns through disciplined rebalancing.
DoubleLine continues to fortify its presence in the ETF market, adding a new active fixed income solution designed for today’s complex interest rate environment. The DoubleLine Ultrashort Income ETF (DLUX) launched on NYSE Arca on April 1, marking the latest expansion of the firm’s rapidly growing ETF lineup.
Jeffrey Sherman of DoubleLine provided a candid assessment of the Federal Reserve's current trajectory and fixed income at Exchange.
For decades, the 60/40 portfolio was the gold standard for balanced investing. However, as correlations between stocks and bonds fluctuate and traditional safe havens face new pressures, advisors are looking toward alternatives to increase portfolio efficiency.
State Street Investment Management is continuing its push into the intersection of public and private credit with the launch of a new ETF.
The AI narrative often centers on the limitless potential of software. However, the real-world trajectory of the technology is increasingly dictated by rigid physical limitations: copper wiring and data center temperature control.
Energy is dominating headlines on escalating geopolitical tensions in the Middle East. Following military strikes over the weekend, disruptions in the Strait of Hormuz — a chokepoint responsible for roughly 20% of global oil flow— have sent markets into a risk-off frenzy.
As the hunt for yield and stability remains a cornerstone of portfolios in 2026, a group of iShares short-term bond ETFs have made a strategic move to the Big Board today.
Despite headwinds, ESG ETFs saw a 6.62% growth in AUM in 2025, according to State Street Investment Management.
The term private credit is often reduced to its most literal meaning – lending money privately. While accurate, Chris Getter, managing director and portfolio manager at Simplify Asset Management, believes that definition does a disservice to the asset class.
The ETF industry has carried its record-breaking momentum from 2025, surpassing $100 billion in flows before the end of January.
In a move that underscores the relentless downward pressure on investment costs, Vanguard announced that it has slashed fees for 84 mutual fund and exchange-traded share classes. These reductions, spanning 53 different funds, represent nearly $250 million in estimated savings for investors in 2026 alone.
VettaFi recently sat down with Morten Paulsen, head of research for robotics & machinery at CLSA, to discuss the transition of physical AI into a tech-driven industrial up-cycle. Paulsen projects that persistent U.S. labor shortages will drive domestic robot shipments toward a historical high of 40,000 units in 2026.
Amplify ETFs had an impressive year in 2025, outperforming the broader market in both asset growth rate and performance across its thematic and income-oriented suites.
Recent acquisition deals highlight asset managers’ race to capture the booming demand for model portfolios and outsourced investment solutions.
As the S&P 500 continues its record-breaking ascent into early 2026, financial advisors are prioritizing diversification.
While assets under management have grown modestly, the fund’s impressive Sharpe and Information ratios—outperforming the vast majority of its peers—validate the efficacy of its strategic partnership with Apollo.
Once considered a tactical niche product for nervous investors, buffer ETFs are reshaping how financial advisors approach risk management.
While AI applications dominate the conversation, a less-visible hardware trend is already delivering results. Key photonics companies are posting strong earnings, validating the theme for investors in AI and robotics and automation ETFs.
The nuclear energy sector is experiencing a powerful revival, driven by macroeconomic shifts and technological innovation. For financial advisors and investors, understanding these trends is key to identifying investment opportunities as the nuclear energy landscape evolves.
A recent poll of financial advisors confirms that interest in the “nuclear renaissance” investment case is driven by several distinct tailwinds. When asked what they find most interesting about the sector, the responses revealed enthusiasm for new technology, built upon an appreciation for the fundamental benefits of nuclear power.
MPLX (MPLX) has reported third-quarter 2025 financial results that aligned with market expectations. MPLX has recently announced positive updates for investors, including a 12.5% increase in its unitholder distribution and a strategic new opportunity to support data centers in Texas.
The all-ETF portfolio is becoming a reality, as product offerings have evolved into a comprehensive tool kit for total portfolio construction.
July 2025 proved to be a compelling month for ETF investors, marked by a return to risk-on sentiment in some areas of the market.
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.
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.
Matt Bartolini, Head of Americas ETF Research at State Street Global Advisors, shares insights on recent market trends through the lens of key SPDR ETFs and highlights new launches, including the SPDR SSGA IG Public & Private Credit ETF (PRIV). Roxanna Islam, Head of Sector & Industry Research at VettaFi, provides the latest updates from the world of crypto ETFs, covering fund flows, recent launches, and the status of SEC filings.
As artificial intelligence transforms industries, investors face a critical question: How can they strategically approach investments in AI ETFs? Rene Reyna, head of Thematic and Specialty Product Strategy for ETFs at Invesco, offers valuable insights into navigating this complex landscape.
Looking at the first half of 2025 reveals a nuanced landscape for private equity (PE) and principal investors.
Victory Capital’s Lance Humphrey walks through the VictoryShares ETF lineup and shares his perspective on the current market environment. VettaFi’s Kirsten Chang highlights key takeaways from the firm’s Mid-Year Market Outlook Symposium, offering insight into how advisors are approaching portfolio allocations for the remainder of the year.
VettaFi’s Todd Rosenbluth joins host Nate Geraci to break down the top ETF stories shaping the first half of 2025. Astoria’s Bruce Lavine dives into one of the industry’s hottest topics: 351 Exchanges – what they are and why they matter.
Mike Loukas, CEO of TrueMark Investments, weighs in on the growing debate over buffer products and highlights TrueShares’ innovative structured outcome ETFs. VettaFi’s Roxanna Islam covers a range of topics, including Schwab’s fee cuts, Vanguard’s multi-share class filing, the rise of private assets in ETFs, the potential for spot solana ETFs, and arguments around “first-to-file” with the SEC.
Integrating volatile and illiquid assets into the ETF structure is something to be avoided, Doubleline CEO and CIO Gundlach said.
Carolyn McPhillips, President of MFDF, sheds light on the evolving role of ETF directors and their growing importance as investment products become more complex – particularly in emerging areas like crypto and private assets. VettaFi’s Zeno Mercer explores artificial intelligence ETFs, highlighting new launches and offering tips to help investors navigate this rapidly expanding category.
The ETF market saw a noticeable slowdown of new products launched in May; however, innovation continued to be a driving force.
On this week’s episode of ETF Prime, VettaFi’s Head of Research Todd Rosenbluth discusses the rise of active ETFs and anticipated ETF share class structure. Later, Fidelity’s Eric Granat and Christine Thorpe spotlight the Fidelity Hedged Equity ETF (FHEQ) and the Fidelity Total Bond ETF (FBND).
Many investors have underweighted high yield bond ETF strategies in recent years, satisfied with the opportunities found in other segments of the fixed income market.
Index ETFs have evolved beyond merely providing passive exposure to the market, with a new generation of factor ETFs utilizing complex rules-based methodologies to beat benchmarks.
SS&C ALPS Advisors’ Paul Baiocchi dives into key ETF trends, from active and alternatively-weighted strategies to international and thematic ETFs. VettaFi’s Cinthia Murphy goes inside the world of S&P 500 ETFs, exploring several unique angles to the industry’s flagship products.
Tidal’s Mike Venuto discusses the latest in ETF innovation, from 351 conversions and the ETF share class structure to options-based strategies and leveraged products. VettaFi’s Kirsten Chang offers a tour around the world of fixed income ETFs, highlighting recent flows, new launches, and under-the-radar success stories.
Alternative ETFs, which package exposures like commodities and digital assets, have experienced record-breaking adoption in the past year.
Alexandra Levis, Founder & CEO of Arro Financial Communications, provides an in-depth look at how ETF issuers should think about approaching marketing. VettaFi’s Roxanna Islam breaks down some of the year’s top-performing ETFs, from international plays to precious metals.
