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.
The S&P 500’s drive toward a record high could have Europe equities following right behind it. As such, traders may want to consider European equities as a latent move if the S&P keeps pushing to higher highs.
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.
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.
Investors have been basking in the sunlight of a year-end market rally in 2023 that appears to be continuing in 2024 after a slow start to January.
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.
As measured by the S&P Select Sector Real Estate Index, real estate stocks are struggling this year, as that gauge is lower by 3.47%. However, some market observers remain constructive about real estate stocks. This indicates there could be opportunities in the space for selective investors.
Cloud computing is one of the sub-sectors of technology that are benefiting from last year’s rally. When it comes to specific names, CrowdStrike is a notable one helping to push the Direxion Daily Cloud Computing Bull 2X Shares ETF (CLDL) even higher.
Electric vehicle (EV) equities and related exchange traded funds currently appear as though their check engine lights are on.
Record issuance in the corporate bond market is giving fixed income investors an abundance of opportunities. However, due diligence is necessary as high-yielding bonds may uncover a risky proposition that doesn’t quite match an investor’s risk profile.
Short-term bonds are generally defined as debt with maturities of one to three years. Additionally, these bonds come in a variety of forms, including Treasuries.
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.
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).
Bitcoin recently had a scorching hot run. It has some crypto market observers believing new all-time highs are right around the corner. Additionally, it’s having the predictable, though still welcomed, effect of lifting some stocks with intimate ties to the largest digital currency.
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.
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.
The real estate sector represents a mere 2.31% of the S&P 500. Just two sectors – materials and utilities – command smaller allocations in the benchmark domestic equity gauge. That low weight garnered by real estate stocks and REITs belies the popularity of those assets among investors.
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.
This year continues to follow in the footsteps of 2023, marked by increased investor optimism but ongoing uncertainty. For now, much remains unknown, and a higher January inflation print only proves the challenges that still lie ahead.
Patience is required when embracing long-dated bonds and corresponding exchange traded funds. In standard market environments, intraday price action for long duration Treasurys usually isn’t breathtaking. Nor are investors expecting it to be.
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.
Investors looking for a “story stock” need not look much further than semiconductor giant Nvidia (NVDA). Proving that lofty valuations aren’t detriments to the upside, the stock is higher by 46.72% year-to-date. Additionally, it is now the third-largest U.S.-based company by market capitalization.
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.
A record month of issuance in January and still relatively high yields could be prime drivers of demand for corporate debt in the current market environment. With that, an all-encompassing approach to corporate debt is available in the Vanguard Total Corporate Bond ETF ETF Shares (VTC).
With added excitement surrounding artificial intelligence, the Magnificent Seven may be one of the easiest ways to play this trend without investing in obscure small-cap stocks.
There is some conventional wisdom as it pertains to how interest rates affect stocks. For example, the real estate and utilities sectors are viewed as negatively correlated to 10-year Treasury yields. That explains why those sectors struggled last year.
The not-so-secret ingredient that’s been fueling gains for big tech since its fourth quarter has definitely been artificial intelligence (AI). The lack of AI tailwinds for Tesla could be pushing the company’s stock down further.
In the face of still elevated inflation, the U.S. consumer remains a force to be reckoned with. Obviously, that’s a plus for the consumer discretionary sector and ETFs such as the Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD).
Many midstream companies provide guidance for the year ahead, but a select group also offer EBITDA growth guidance or targets for the next few years. Visibility to future EBITDA growth provides important context for dividend growth.
Big tech’s strong fourth-quarter rally behind artificial intelligence (AI) has been well-documented, but the big question was whether it could sustain the run. So far it has, with the Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X ETF (UBOT) up almost 50% over the past three months.
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.
Capital markets pondering when and how fast rate cuts come may invoke anxiety in fixed income investors expecting yields to fall. If they’re willing to extend their exposure to higher duration, they can attain the higher yields they seek.
In such a troubled year, investors increasingly turned to alternative strategies to augment or enhance their existing core exposures. With more equity income funds coming online, how do the top ETFs in the category stack up?
When ETF investors want real estate exposure, they’re not relegated to just the residential market. That’s imperative in the current market environment. The ALPS Active REIT ETF (REIT) provides this flexibility.
Broadly speaking on both counts, ESG funds posted solid returns last year. But many investors pulled capital from these products with some actively managed funds being the most afflicted by outflows.
The start of 2024 has been marked by record issuance both in the public and private business sectors. In terms of the latter, green bonds are also hitting the market, as in the case of plastics maker Dow Inc.
Investors waiting on small-cap equities and related ETFs may be encountering a “Waiting for Godot” moment. That’s because it feels like a while since small-caps have offered good reason to peer away from large-caps.
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.
High yield did well across multiple sectors in the U.S., according to the BondBloxx Fixed Income Monthly Update for January.
Closed-end funds (CEFs) are relatively under the radar compared to peers like exchange-traded funds (ETFs) and mutual funds. Closed-end funds are generally desirable for two reasons: 1) high income; and 2) premium/discount mechanism.
A data-dependent Federal Reserve is keen to hold interest rates until it gets additional confirmation inflation is cooling. This could keep the window open for prospective bonds investors seeking value opportunities.
Over long horizons, dividends’ growth and reinvestment of those payouts serve as vital factors in portfolio growth. However, dividends aren’t guaranteed and with bond yields still high, some skittish investors may be inclined to embrace fixed income over equity income.
Many advisors may be surprised to learn how many securities are needed for effective portfolio diversification. A common misconception among advisors is that true diversification and risk reduction can only be achieved by holding a large number of individual securities.
One of the primary hurdles to broader adoption of environmental, social and governance (ESG) investing principles and the related funds has been long-lacking clarity and regulatory framework covering ESG ratings and regulations.
Alongside great content, we’re also bringing some of the most prominent voices in finance to the stage. J.P. Morgan Asset Management’s chief global strategist Dr. David Kelly recently shared what he’s thinking about and watching in markets ahead of Exchange.
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.
The recurring theme of artificial intelligence (AI) isn’t going away soon. Members of the Magnificent Seven, which include household big tech names, saw their earnings boosted along with rosier outlooks thanks to the inclusion of AI in their respective business operations.
A new ETF playoff champion has been crowned. Artificial Intelligence routed spot Bitcoin ETFs to claim the first-ever ETF championship.
Ten spot bitcoin exchange traded funds came to market last month, increasing access to the largest cryptocurrency for scores of advisors and investors. While that event is obviously pertinent to bitcoin itself, there are derivative beneficiaries.
In less than 2 weeks, advisors will flock to sunny Miami for the annual Exchange Conference. Content sessions this year offer advisors insight into growing their business models in unexpected ways, the macro and market environment of 2024, navigating the AI revolution, and more.
