Private asset trends may not directly apply to many investors in publicly available strategies, but they can provide helpful data.
With inflation cooling off somewhat, it may be worth considering adding an active growth investing ETF like TGRT.
Active ETFs seem to be everywhere right now following a big boom over the last few years. While active ETF strategies have been available for many years, the so-called ETF rule in 2019 kickstarted ETF development.
An AI bubble may be simmering in the background, so for investors still looking for AI ETFs, it may be worth taking a discerning look around.
Looking to make a midcap allocation? Midcaps can stand out relative to small- or large-caps thanks to its combination of growth and size.
Investors may be missing out on midcap stocks despite their notable appeal in performance and limited risk compared to other firms.
Fixed income poses big challenges and opportunities in 2024, with ETF leaders from several firms sharing their thoughts at ETF Exchange.
Spot bitcoin ETFs have proved to be a big story in markets this year, with asset management leaders discussing at Exchange this year.
As the Magnificent Seven shifts into a new mode, active investing can take look ahead to further changes in the market narrative this year.
Seeking ETF options as rate cuts look further and further away? Consider how value investing via active ETFs could help.
It’s been a raucous past year for fixed income investors. Following years of quiet for rate markets, the Fed’s rapid rate hikes, and subsequent signals about rate cuts, have reinvigorated fixed income investing.
One topic that does merit advisors and investors of all kinds to stop and learn, however, is the mutual fund to ETF conversion process. With ETFs, especially of the active variety, coming on so strong in the last year, it’s an important process to understand.
Is now the time to get back into REITs? Media headlines may have previously dissuaded investors from real estate, but the landscape is changing.
With a quarter of 2024 in the books, investors have been closely watching key inflation and interest rate trends.
If 2023 was the year of the mega cap tech stock, 2024 may see SMIDcap stocks rise to new prominence. While key names in the “Magnificent Seven” remain big players, strategies that look for SMIDcap opportunities could appeal. Valuations are such that investors may want to consider new approaches.
The U.S. stock market has done so well that many investors may have forgotten about the rest of the world. Emerging markets, however, have a case to get back into investors’ portfolios.
Looking for a way to play potential 2024 rate cuts? Federal Reserve Chair Jerome Powell recently reiterated that the central bank plans to cut rates this year.
Perhaps the biggest “known unknown” this year is the nature of the Fed’s rate cuts. Once again, this week, Fed Chair Jerome Powell shared that the Fed is looking to cut rates this year. The nature and amount of those cuts, however, will have a significant impact on markets.
The active ETF TCAF has crested $1 billion in AUM in just nine months. Emblematic of a strong year for active ETF investing, the T. Rowe Price Capital Appreciation ETF (TCAF) added nearly $500 million in flows over the last three months alone.
OpenAI leader Sam Altman made headlines earlier this month, touting a semiconductor project requiring trillions of dollars.
On the lookout for some new ETFs? Active ETFs had a great year in 2023 and are off to a hot start in 2024. The question, then, is how to choose from a growing list of strategies. One powerful heuristic for assessing ETFs — tech analysis — can help.
VettaFi sat down with Capital Group’s head of global product strategy and development Holly Framsted at the ETF Exchange conference in Miami to discuss the firm’s recent survey about active fixed income ETFs.
Active ETFs had a big, big year in 2023. At the recent ETF Exchange conference in Miami, active strategies dominated the discussion, with growing interest among issuers and investors in actively managed funds.
What do passive ETFs really do? Many investors are used to the comfort of simply allocating to a big index and almost forgetting about it, only checking in every so often.
With one month in the books for 2024, and markets still waiting for a sign from the Fed, many investors may be looking to shake up their portfolios. What worked in 2023, after all, may not necessarily work in 2024.
Investors are turning toward active ETFs and away from mutual funds thanks to the ETF wrapper, per data from Trackinsight’s Global ETF Survey. The survey, which came out this week, showed growing investor favor toward active strategies.
WisdomTree’s Head of Distribution, Americas, Joe Grogan, sat down with VettaFi to discuss the firm’s message to advisors, its digital assets and tokenization capabilities, model portfolios, and more at the recent ETF Exchange conference.
The panel discussion, moderated by Freedom Investment Management CIO Ben Lavine, will include Eric Veiel, Head of Global Investments, CIO at T. Rowe Price, and Alex Zweber, Managing Director – Investment Strategy at Parametric.
A recent report from the International Monetary Fund (IMF) has projected that AI will affect almost two out of every five jobs done by humans around the world. AI of course will impact work that is already somewhat or totally automated.
So much of the market’s focus on the AI narrative has emphasized AI’s place in information technology firms. Chatbots like ChatGPT foretell a world of AI agents helping humans boost productivity, push creativity forward, and improve efficiency.
Kicking off the symposium, WisdomTree Investments CEO Jonathan Steinberg and Bitwise Asset Management CIO Matt Hougan gave an overview of how investors may want to interpret the news.
Will 2024 see AI continue to drive markets forward as forcefully as it did in 2023? That’s one of the big questions facing equity investors in a market shadowed by inflation and the lagging impact of high rates.
With a new year brings a new chapter in the exciting growth of artificial intelligence. AI had a major breakout year in 2023 as OpenAI’s ChatGPT exploded into the public eye in the Spring.
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.
