The stock market may have started 2024 down, but that doesn’t mean investors have to. Indeed, while the broader market whimpers amid soft China data and still-lingering fear of a slowdown, some areas see major opportunities.
Markets had been living through an era of slow burn, low interest rate-boosted index funds for years until rapid rate hikes in 2022 and 2023.
If the last year or two have taught investors anything, it’s that alts can play a big role in portfolios. As recently as 2022, bonds struggled amid significantly low interest rates, with their role as a contrast to stocks weakened.
With 2023 drawing to a close, the time has come once again to take a longer look at what next year might bring.
Real estate headlines seem to only focus on bad news right now, from remote work’s impact on offices to struggles for city center retail.
Commodities entered 2023 behind a strong performance in 2022. For investors revisiting their portfolios ahead of 2024, it may be worth assessing the commodities outlook. From energy to precious metals, commodities can add meaningful diversification to a portfolio.
Don’t look now, but markets are once again getting excited about the prospect of potential rate cuts. Following months defined by rising rates, investors are looking forward to inflation cooling sufficiently for the Fed to finally cut.
With news that inflation cooled significantly in October, rate hikes from the Fed may now be over. Consumer prices were flat in October, rising just 3.2% from 2022. That rise came in even slower than the year-over-year rise measured in September.
Are interest rates finally taking their bite out of the economy? Friday’s news that hiring had slowed certainly adds to the case. Markets have anticipated a slowdown and the impact of rate hikes for months now.
Are markets actually set for a recession? That was the narrative that dominated entering 2023, but with just several weeks left, it hasn’t materialized.
In a year in which active strategies have done so well via allocator interest, as well as with their own returns, an active ETF could make a very good addition.
Is now the time to add an active foreign equities allocation? Investors have likely already considered a case to diversify domestic-heavy portfolios with international equities.
Yet again, the Federal Reserve’s battle to tame inflation has hit a speed bump. This week’s jobs report came in surprisingly strong, and while it may see revisions, it’s yet another point toward a lengthening rate cycle.
A Conversation With: Jim O'Shaughnessy, Executive Chairman, Stability Al Founder & CEO, O'Shaughnessy Ventures, LLC Dave Nadig, Financial Futurist, VettaFi
Energy and information technology are the two sectors most top of mind for investors, according to polling at VettaFi’s recent Equity Symposium.
With the Fed pausing rate hikes this month as announced this week, investors now look nervously toward October. While earlier this year markets were even considering the possibility of rate “cuts” this year, now further hikes may be in the cards.
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.
A Conversation With: Jim Bianco, Founder, Bianco Research and Jeremy Schwartz, Global CIO, Wisdom Tree Asset Management
Inflation Update featuring Sam Rines, Managing Director, Corbu LLC
ESG has dominated advisors’ minds when it comes to looking at the current generation of young prospective clients. It remains a popular investment approach for millennial and Gen Z clients per surveys.
Factory order numbers had previously been a source of positivity for the U.S. economy. The tough turn for the economy should remind investors of active ETFs’ ability to respond to a market downturn.
Active ETFs have had a really strong year so far in 2023, picking up advisor and investor interest. Even institutional investors have increasingly turned towards specialist, responsive management.
Active ETF investing has had a big year so far, but it can still play a big role in closing out 2023. International equity ETFs can really benefit from active investing. With a strong case for international equities brewing, now may be the time to look closer.
A Conversation With: Matthew Bartolini, Head of SPDR Americas Research, SPDR ETFs and Dave Nadig, Financial Futurist, VettaFi
Active ETFs have had a big year so far in 2023 by several metrics. From institutional investor interest to advisors planning to up allocations, active strategies have grown in popularity. With their ability to invest nimbly and lean on managerial expertise, that appeal makes some sense.
Econ on the Road Labor, Consumers, Inflation & Data A Kotok Commute Conversation with: Cameron Dawson, CIO at Newedge Wealth, Dave Nadig, Financial Futurist at VettaFi, and Barry Ritholtz, CIO at Ritholtz Wealth Management.
Working with Complex Products- A Market Making Perspective A Conversation With: Andres Rincon, Director, Head of ETF Sales & Strategy, TD Securities and Dave Nadig, Financial Futurist, VettaFi
A conversation with Dave Nadig, Financial Futurist, VettaFi and Helen Hayes, MD & Head of iShares Canada, BlackRock
Home Bias, Yield Hunters & Thematics - The Canadian Perspective. A conversation with Dave Nadig, Financial Futurist at VettaFi and Daniel Straus, MD, ETF Research & Strategy at National Bank Financial.
A conversation with Dave Nadig, Financial Futurist at VettaFi and Elisabeth Kashner, CFA, Director of ETF Research & Analytics at FactSet on ETF capital markets, regulation, and adoption.
A conversation with Dave Nadig, Financial Futurist, VettaFi and Kevin Gopaul, President, BMO Exchange Traded Funds
AI could have a profound impact on the economy and on everyday life for billions of people. In the latest edition of VettaFi Viewpoints, financial futurist Dave Nadig sat down with U.C. Berkeley Professor Stuart Russell OBE in a public discussion on the topic of AI regulation.
ChatGPT and AI seem to be everywhere these days, but what do they really mean for asset management and financial advisors? Does AI arrive as just a theme, or can it really have an immediate impact on financial advisors’ work?
This week, the VettaFi Voices come together for an abbreviated chat about an important topic: the debt ceiling.
VettaFi’s Financial Futurist Dave Nadig sat down with ROBO Global’s senior research analyst Zeno Mercer for a wide-ranging discussion about AI. Together, the two explored industries that could benefit from AI, those facing existential threats, and how the smartest AI analysts see it.
VettaFi’s financial futurist Dave Nadig spoke at length with Reverend Michael Tuck on the topic of finding meaning for this video. The pair discussed community as a central pillar of meaning and how the community has changed before and after the pandemic.
Last week the VettaFi Voices gathered to reflect on a year at VettaFi under the firm’s new name. The team celebrated wins, and time spent together, and shared their favorite insights and highlights from a busy twelve months.
To better understand the state of play, VettaFi’s financial futurist Dave Nadig met with Canopy founder Eric Golden for a discussion on crypto’s prospects.
