Join the experts at Swan Global Investments and learn how you can mitigate risk, generate income, and capture return.
Investors using covered call strategies, which buy stocks and sell call options, face a critical trade-off: Selling call options in exchange for premiums provides an attractive source of income but caps appreciation potential.
Tune in to hear about a covered call strategy based on daily call options. This strategy seeks to improve this trade-off, allowing the fund to seek high income, target S&P 500 returns over the long term, and potentially capture returns traditional covered call strategies may sacrifice.
While S&P 500 index-based ETFs were down 4% in April, they remained positive for the year. We believe as more institutional and retail investors turn to ETFs, these products will further swell in size.
Join the experts at Goldman Sachs Asset Management to learn all about a strategy that combines core index exposure with an actively managed options strategy that could help generate monthly income, reduce volatility, and provide a diversifying source of yield.
A "higher for longer" interest rate environment has generated plenty of yield for savvy investors, but as the Fed prepares to potentially lower rates, figuring out how to approach the curve is critical.
Join the experts at Eaton Vance for a free webcast unpacking today’s complicated fixed income environment.
During an upcoming LiveCast, T. Rowe Price and VettaFi will outline key considerations for the current market environment and highlight actionable portfolio strategies financial advisors can use to help their clients navigate the conditions ahead.
As investors continue to digest economic data in early 2024, several opportunities in various sectors have surfaced. Incorporating a diverse range of themes, spanning from income-generation to smart-beta and factor investing to alternative strategic options, can potentially help investors achieve their investment goals.
Join Invesco and VettaFi for a webcast that will cover key investment themes aimed at assisting financial professionals diversify and help enhance client portfolios in 2024.
Join the experts at VettaFi for a free LiveCast on April 22nd @ 10am ET and deepen your understanding of this exciting, unique investment theme.
Inflation concerns are top of mind again, with consumer prices and producer prices rising higher last week.
Advisors are using sector and industry ETFs to combat concentration risk and position for macro variables.
Join the experts at State Street Global Advisors for a free webcast that unpacks how sector and industry investing can help diversify today’s portfolios.
In the first quarter of 2024, fixed income investors turned to investment-grade corporate bond ETFs.
In the next webinar, T. Rowe Price, and VettaFi will outline key capital market considerations for the current market environment and highlight portfolio strategies to help financial advisors plan positions for the conditions ahead.
Actively managed equity ETFs are gaining traction in 2024. Consider active management on small caps and their ETFs.
The ETF marketplace is always in a state of flux. Understanding the opportunities and mitigating risk are essential to a healthy portfolio. A disciplined, active approach can help clients focus on the right opportunities at the right time.
Join the experts at Fidelity Investments to hear all about the latest risks and opportunities in the market and how their new Fundamental ETF suite can potentially help your clients grow their portfolios.
Join our discussion to review this research and how a highly active approach may be the antidote to the dilemma, led by Swan Global Investments and O’Shares Investments , hosted by VettaFi’s Todd Rosenbluth.
The ability to personalize and scale your practice is at hand. Here is how AI can power your practice.
Even after high demand in 2023, quality-focused investments are popular again in 2024.
This week, more than 400 members of the Women in ETFs (WE) organization gathered to celebrate the group’s 10th anniversary. The New York City event was just the latest opportunity for community members to exchange ideas and learn together.
On Sunday, the Invesco Nasdaq 100 ETF (QQQ) turned 25 years old. The more than $250 billion ETF is the fifth largest ETF behind three S&P 500 ETFs and one even broader U.S. equity ETF.
Among the larger ETF providers, few have product stability like Vanguard. When changes do occur, that’s worthy of celebration. Last week, some of Vanguard’s fixed income leadership was in New York to help close the stock market at the Nasdaq. VettaFi was honored to join them.
Actively managed ETFs continue to gain traction. After a strong 2023, active ETFs gathered 34% of the net inflows in the first two months of 2024. Impressive for an asset category that still represents 6% of overall industry assets.
Golfers and investors are interested in the same thing: results. But navigating market events, or a tricky par 5, requires balancing risk and reward. Like selecting the proper club, appropriate asset allocation is crucial when seeking success and reaching investors' desired long-term outcomes. That's why often overlooked mid caps present exciting opportunities for investors.
Join the experts at State Street Global Advisors to learn about the opportunity mid-cap ETFs provide and hear golf legend Tony Finau discuss his winning mindset and approach to balancing risk and reward for long-term success.
Spot bitcoin ETFs have been in focus for the financial services community for the first two months of 2024. Last week at the New York Stock Exchange (NYSE), the executives behind the largest of these ETFs, the Grayscale Bitcoin Trust (GBTC) helped open the stock market.
Register now to join Matt Norton, AB’s CIO for Municipal Bonds, and Municipal Portfolio Manager Daryl Clements as they discuss how to best position muni portfolios in today’s environment.
Investors continue to turn to low-cost core taxable bond ETFs in 2024. The Vanguard Total Bond Market ETF (BND) and the iShares Core Aggregate Bond ETF (AGG) gathered $2.5 billion and $2.1 billion, respectively, as of late February.
This week, VettaFi hosted a webcast in partnership with Swan Global. The educational focus was on the challenges of achieving sustainable income and the benefits of an options-based strategy.
Join the experts at Defiance ETFs and learn all about how options funds work, and which options funds might make the most sense for your portfolio.
There are more than 200 ETF providers in the $8 trillion U.S. ETF market, but I’m intrigued by a recent entrant’s ambitions. In December 2023, Themes ETFs introduced 11 ETFs.
Join the experts at Swan Global Investments and discover options-based solutions that can provide sustainable income for your clients regardless of Fed policy.
Covered call ETFs and strategies remain in focus. The JPMorgan Equity Premium Income ETF (JEPI) gathered $13 billion in 2023, despite rising just 10% in value.
Even if you have not heard of the Magnificent Seven stocks as a group, you likely know the companies. The Magnificent Seven comprises Apple (AAPL), Microsoft (MSFT), Amazon.com (AMZN), Nvidia (NVDA), Meta Platforms (META), Tesla (TSLA), and Alphabet (GOOG/GOOGL).
Higher for longer. This was the key message to me from advisors and ETF industry folks at the Exchange conference when talking about fixed income.
Join the experts at Kurv Investment Management and discover a unique covered call strategy that seeks monthly income while maintaining exposure to single stocks which typically offer little to no income opportunities.
It is no secret that fixed income has been going through unusual times. Investors seeking to capitalize on opportunities and avoid obstacles need to have a robust understanding of the fixed income outlook for 2024.
Join SS&C ALPS Advisors, VettaFi, and Gibson Smith of Smith Capital Investors for a detailed look at the state of fixed income going into the new year.
The just-concluded Exchange conference brought together more than 1,800 people on-site in Miami. The advisor and ETF community came together to learn from one another and industry experts.
Yesterday, before the Super Bowl kicked off, VettaFi hosted an ETF game show at the Exchange conference in Miami. As part of the ETF Study Hall, we brought together the ETF community to help share information about some equity, fixed income, commodity, and even spot bitcoin ETFs.
Foreign policy is not all that foreign. That’s a key message from Dr. Richard Haass. He is President Emeritus, Council on Foreign Relations and Senior Counselor for Centerview Partners. Dr. Haass will also be at the Exchange conference in Miami on Monday.
In this interview, Dr. Richard Haass discusses geopolitical competition, global challenges, national security and why it's important for Americans to understand these topics on a deeper level.
Energy infrastructure companies are well known for their income potential. Importantly, their yields do not fluctuate with interest rates. For investors looking for other sources of income when interest rates fall, energy infrastructure bears consideration.
At the Exchange conference, I will not be wearing a football jersey and looking over my Super Bowl squares. Instead, I will be on stage asking ETF experts (and my friends and fellow nerds) trivia questions in a quiz show game.
On Super Bowl Sunday, hundreds of advisors will gather at the Exchange conference. The conference does not officially kick off (had to do it) until Monday morning. However, many will join VettaFi and industry friends for an ETF study hall Sunday between 1-5 p.m.
Robotics continue to see growth as an investment theme. With AI developing rapidly, the future for robotics and automation is bright. But what is the best way for advisors to capture the potential growth in robotics?
Join the experts at Exchange Traded Concepts and VettaFi for a deep dive discussion on robotics, AI, automation, and factories. Learn how to incorporate these surging themes into the growth sleeve of your portfolio.
To celebrate the pending Exchange conference, VettaFi and some key industry partners were at the Nasdaq MarketSite to help ring the opening bell last week. Exchange will be the industry’s largest ETF-, and most valuable advisor-focused, conference.
While 2023 was the year of Fed rate hikes, the fixed income market is expecting 2024 to be the year of rate cuts. At the December 2023 meeting, the Federal Reserve’s own guidance was for three 25 basis point reductions in 2024.
The BlackRock U.S. Equity Factor Rotation ETF (DYNF) is approaching its fourth birthday. The active ETF outperformed the S&P 500 over the past one- and three-year periods.
Following approval of spot bitcoin ETFs, many believe bitcoin could be increasingly important in the future. The ETF wrapper adds much needed accessibility transparency, and liquidity, giving investors an opportunity to take advantage of all that crypto has to offer.
Join the experts at Invesco and Galaxy to learn all about the latest sensation in investing and discover how this opportunity can help your portfolio.
January 2024 is likely to be remembered for the strong launch of 10 new spot bitcoin ETFs and the uplisting of the Grayscale Bitcoin ETF (GBTC).
I’m a big fan of ETF product development, but sometimes the choices can be overwhelming. For example, on our ETF Database platform there are approximately 90 ETFs offering high yield bond exposure.
The long-awaited spot bitcoin ETFs are trading after a decade of waiting. So now the ETF and advisor community has some available brain capacity to look forward. In a month, many will be in Miami, Florida to kick off the Exchange conference. I can’t wait.
As we look ahead to 2024, the macroeconomic backdrop remains volatile and challenging. Inflation is still above central bank targets, developed world GDP growth is slowing, recession risks are high, and geopolitical risk is on the rise. Volatility creates opportunity for investors, however.
Join Macquarie Asset Management’s investment experts for an interactive discussion, answering some of the biggest questions on investors’ minds as we kick off the new year.