Advisors and investors find themselves inundated with decisions and choices when investing in the crypto economy. Between deciding what cryptocurrency to invest in (bitcoin, ether, tether, solana, etc.) and how to gain exposure (direct exposure, indirect exposure, via an ETF), fitting crypto into a portfolio can be a complicated affair.
August brought with it a slowing in ETF launches from the summer spree, while inflows continued as investors increasingly bought into bonds.
Investing in cryptocurrencies began as a grassroots movement of investors who believed in the importance of decentralization.
The recent passage of U.S. crypto regulatory policies follows on the heels of a convoluted path to bringing frameworks to digital assets.
Bitcoin enjoyed a long summer in the spotlight, as prices notched new records and regulatory policy proved favorable.
July U.S. ETFs saw gains in both flows and AUM as well as another elevated round of launches. In the tidal wave of funds coming to market, a few ETF strategies stand out for their innovation or for notable opportunities they provide.
In the tidal wave of funds coming to market, a few ETF strategies stand out for their innovation or for notable opportunities they provide.
The ETF wrapper provides a number of benefits for investors, combining tax-efficiency with cost savings. In more complex asset classes such as international equities, investors potentially compound the benefits of ETFs with those of active management.
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.
Passed by Congress and then signed into law by the president, the GENIUS Act builds legal and some regulatory frameworks around stablecoins.
Three ETF strategies that launched in June stand out, bringing something interesting to the table for investors.
Tariff volatility rocked markets for much of the second quarter, creating pressure on U.S. bonds and equities. In the challenging environment, rife with uncertainty and investor concern, a handful of funds generated significant performance.
CoinShares collated data from the first-quarter SEC 13-F filings to reveal bitcoin ETF trends. While institutional investors decreased their holdings for the first time since spot bitcoin ETFs launched, advisors actually increased their exposure quarter-over-quarter.
Rampant uncertainty and ongoing market volatility in 2025 have done little to dampen the ETF industry, with innovative launches ongoing.
Advisors looking to add or enhance existing gold exposures in their portfolio have a range of strategies to consider within the ETF vehicle.
Increasing investor preference for actively managed strategies continues in this year’s tumultuous environment. With active ETFs taking increasing market share, advisors and investors have ever-expanding choices when looking to augment existing passive exposures.
Mortgage rates last week climbed to their highest levels since the beginning of the year on elevated economic risks. With markets still hopeful of at least one interest rate cut in the second half, the real estate sector stands poised to bounce back in a lower rate environment.
Mounting concerns regarding growing U.S. government deficits and a volatile tariff policy create a challenging backdrop for U.S. bonds.
This year’s turbulent market environment underscores the value proposition of actively managed strategies. Active ETFs may offer diversification benefits, a responsiveness to changing market environments, and a depth of fundamental research above and beyond that of their passive peers.
While equities are on their way to recovering January 1 levels, enhanced volatility lends itself to active ETF strategies this year.
Fixed income investors who want to diversify their portfolios in a challenging market environment shouldn't overlook CLOs.
For financial advisors, moving to independence and an RIA means navigating a sea of decisions, including business model types and vision.
In a tumultuous environment, investors increasingly turned to actively managed bond ETFs this year according to JPMAM research.
With a number of factors at play, the short-term pullback in gold will likely meet resistance to the long-term, unchanged fundamentals,
With nearly half of the bond market now outside of the Agg, a number of opportunities exist for those seeking exposure beyond the benchmark.
Changing market narratives in the third quarter led to ongoing market volatility.
Rising inflation, the potential added pressure from tariffs, and ongoing volatility create a strong backdrop for gold appreciation this year.
Alex Mackey of MFS delved into the active bond strategies underpinning MFSB and MFSM in the recent Q1 2025 Fixed Income Symposium.
2025's complex market environment lays the groundwork for active bond strategies to potentially shine, according to MFS and AllianceBernstein.
Rick Raczkowski, PM, Relative Return Team, Loomis, Sayles & Company, discussed how the team views fixed income investing looking ahead.
The 2024 Global Survey of Financial Advisors from Natixis revealed the ongoing hesitance of investors to move out of cash and into bonds.
Volatility creates a number of challenges for advisors and investors, but also opportunities for those who know where to look.
Fixed income experts at Natixis Investment Managers recently weighed in with outlooks on rate cuts and how to approach bonds.
About eight in 10 investors (81%) believe they must fund their own retirement as opposed to relying on private and public pensions.
Because of recent significant investments, economic growth is occurring in long-neglected areas and changing the geography of development.
The last two years brought challenges for investors across all walks of life, but particularly for retirees.
The Fed enacted a 0.50% interest rate cut, the first in the Fed’s historic fight against inflation that’s lasted over two years.
As market sensitivity to economic data continues, investors would do well to consider active strategies amidst ongoing volatility.
A number of myths exist about value investing as it pertains to timing the economic cycle, interest rates, and elections.
As tax season draws nearer, advisors and investors increasingly look to their portfolio to optimize exposures for taxation purposes.
The KraneShares Sustainable Ultra Short Duration Index ETF (KCSH) offers low risk income investing with notable yields and diversification.
For bond investors looking to the near- and longer-term, Matt Eagan stepped through considerations and opportunities in the global market.
A recent mid-year strategist pulse check from Natixis revealed where strategists believe the top opportunities exist across markets.
Options strategies remain a popular choice with advisors and investors for the benefits they bring to portfolios.
The price of ether fell in the wake of the launch of the spot ether ETFs on Tuesday, July 23. Ether (ETH) declined 7.82% in its first three days of spot ether ETF trading.
Increasing the tax efficiency of a retiree’s income portfolio with the NEOS ETF suite may offer several benefits.
Artificial intelligence and generative AI remain the proverbial hype trains of thematic investing this year.
The second half narrative remains dominated by the path of interest rates, inflation, and the looming election.
Morgan Stanley recently discussed the outsized impact of fiscal policy as well as the U.S. dollar looking ahead.
The mid- to long-term costs of missed opportunities by staying in cash mean investors should consider moving off the cash sidelines.
