Two major events are shaking up the asset-management world. Blackstone Inc. raised $1.3 billion for its first retail private equity fund, targeting those who have at least $5 million to invest.
Fast-money bears are feasting in the new-year equity selloff as traders recalibrate bets on the path of Federal Reserve policy.
Real estate stocks were the biggest drag on the S&P 500 Index Wednesday as traders moved back their bets on an interest-rate cut.
Why we believe small companies present key opportunities to tap into the heart of innovation and expansion in emerging markets.
With the SEC opening the floodgates to spot bitcoin ETFs last week, VanEck’s Director of Digital Assets Product Kyle DaCruz thinks that interest in cryptocurrency products and bitcoin ETFs is “only going to spike.”
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.
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.
I asked our authors and guest contributors the following question: Given the availability of spot bitcoin ETFs, would you recommend them (or any other cryptocurrency allocation) to your clients?
There's a fascinating psychological phenomenon known as the "curse of knowledge," which suggests that having expertise in one area, like finance, can impede effective communication.
There’s plenty that leaders can do to bridge the gap between sales and marketing departments. Start by ensuring alignment in four key areas:
What was Gary Gensler thinking? The chair of the Securities and Exchange Commission cast the tie-breaking vote last week to approve 11 exchange-traded funds based on the spot price of Bitcoin.
The US Federal Reserve faces a monetary-policy challenge above and beyond determining the right level of short-term interest rates: how much and how quickly to reduce the more than $7 trillion in securities still on its balance sheet — holdings it amassed in previous years to help stimulate growth.
After sidestepping last year’s scorching stock rally on concern about higher interest rates, Wall Street’s top forecasters can’t get bullish fast enough amid expectations for cuts by mid-year.
The launch of spot bitcoin ETFs should help advisors better connect with clients and gain a larger share of assets. For the past few years, advisors’ biggest frustration was that they were not able to get access to spot bitcoin investments despite clients asking for it.
The “magnificent seven,” Amazon, Alphabet, Apple, Meta, Microsoft, Nvidia, and Tesla, soared 112% (equally weighting each). They outperformed both the SPDR S&P 500 ETF Trust (SPY), which is weighted by market cap, and the Invesco S&P 500 Equal Weight ETF (RSP), which weights each stock equally.
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.
Join Bitwise CIO Matt Hougan and President Teddy Fusaro for a webinar covering what investors need to know about the newly launched bitcoin ETFs.
If there’s anything advisors have learned this year it’s to expect the unexpected, and that volatility isn’t likely to end anytime soon. As we look ahead to the rest of 2024, we’ll explore one strategy that may help advisors weather the storm – real assets. Real asset categories – such as natural resources, infrastructure and real estate – have historically served as an effective hedge against inflation, demonstrated resilience across economic cycles, and provided diversification to more traditional portfolios. As such, they can remain a popular option for navigating inflation and recessionary risk. My guest today, Christopher Huemmer, senior client portfolio manager at FlexShares Exchange Traded Funds, will offer insights into how to invest in real assets and ways to get exposure with ETFs.
Bitwise’s Matt Hougan answers all of the key questions surrounding how spot bitcoin ETFs actually work. VettaFi’s Todd Rosenbluth offers perspective on the launch of spot bitcoin ETFs and highlights the latest VettaFi polling data on advisor crypto usage. Calamos’ Matt Kaufman explains the brand new Calamos CEF Income & Arbitrage ETF (CCEF).
If your solutions are becoming commoditized, then your sales process (not your solutions) need to change to be seen as a “category of one.”
This article examines the challenges associated with the SEC’s proposed rule, the expected effect on financial services firms, and how firms can prepare now for the new rule.
Last week was perhaps one of the biggest weeks in the history of cryptocurrency, as the SEC finally approved 10 spot bitcoin ETFs from a range of issuers. To help ETF-oriented investors better understand these products, and the cryptocurrency industry overall, VettaFi hosted a Cryptocurrency Symposium on January 12, 2024.
The virtue bubble has not only peaked; it is starting to deflate. For the last few years, the ESG movement has affected both how people invest and what they buy.
Earnings estimates have been slashed so much over the past three months that Wall Street strategists now expect most companies will easily beat analyst forecasts this season.
Understanding the spectrum from financial dysfunction to financial wellness can help you find a more holistic approach and give you a clearer, more balanced perspective as you navigate your journey toward financial wellbeing.
Nvidia Corp. is off to its strongest-ever start to a year by one measure, keeping up a blistering rally that saw shares gain nearly 240% in 2023.
Bond traders are growing more convinced that US yields are heading lower as they bet on a series of Federal Reserve interest-rate cuts, yet the path to cheaper borrowing costs is set to be extremely bumpy.
Interest rates are one of the most important factors affecting the economy and the outlook for stocks. Managers increasingly think interest rates in the U.S. have likely peaked and are repositioning equity portfolios for the new environment.
After several years of uncertainty, spot bitcoin ETFs were finally approved by the SEC on January 10. The spot bitcoin ETF launch was monumental in several ways.
Municipals experienced their strongest two-month performance since 1986 during the final two months of 2023.
Wall Street is doubling down on their bond bets for 2024. The notion that rate cuts are finally coming in 2024 spurs this movement. That said, here are a trio of exchange traded funds (ETFs) from Vanguard worth noting.
As equity investors hunt for opportunities, why should they consider climate-focused investing?
Finally, the ETF industry can let out a sigh of relief and revel in the fact that spot bitcoin ETFs will be available to U.S. market participants.
With the Federal Reserve poised to begin cutting interest rates this year, the dollar may drift generally downward. However, its performance against individual currencies may vary widely.
An initial lull ahead of a so-called “January Effect” is stifling the U.S. equities rally investors saw in 2023 and small caps haven’t been immune. Nonetheless, active strategies can help mute the short-term downside by adding flexibility when markets fluctuate.
I have just read the best book on the environment. But like many great books, it provokes introspection: There is a deep divide among environmentalists, even among individuals – including me – that can’t be bridged solely through reasonable argument or sound data.
Many of the commentators on my articles claim, as does Chris Christie, that Social Security is a safety net. It is not.
2023 was a memorable year for AI, which also benefited the semiconductor industry. The growth trajectory of the former should also boost the latter. And that should allow traders to continue leveraging its strength in 2024.
Corporate bonds delivered solid gains last year. And market observers expect more of the same in 2024. But it’s important to note that the consensus is leaning toward investment-grade over junk-rated corporate issues.
EU nations have compromised on paths toward fiscal balance.
Having now spent almost six months describing the historical cycles and massive debt that surround us, I find myself looking for an “easy” exit.
The January effect, named for the market anomaly where stock returns in January are typically higher than in other months, has been a subject of interest since it was first documented in 1942.
Large-caps are getting a lot of attention and making a lot of headlines these days. And why wouldn’t they?
The demand for nuclear energy is continuing at a rapid pace, and more countries are becoming receptive to its use. This is evident in a declaration to triple nuclear energy by the year 2050.
When it comes to Bitcoin exchange-traded funds, many investors are discovering that approved does not mean available.
Cryptocurrency investments have been among the top performers in 2023 and over the last ten years. However, the landscape could be changing in early 2024 with the potential approval of the first spot bitcoin ETFs in the U.S.What do ETF-oriented advisors need to understand about cryptocurrencies? What do crypto-oriented investors need to understand about ETFs? What role can this asset class play in a portfolio and what risks should be kept in mind? What questions should you be able to answer to support clients? How do futures-based products fit into the mix? We will cover these and more with industry experts.
Making New Year’s resolutions usually involves some level of reflection on how to be a better person and the possibilities ahead.
US federal government debt ended 2023 at a record $34 trillion. The worries are bipartisan, with both Republicans and Democrats hearing about out-of-control borrowing from their constituents.
The first US ETFs that directly hold Bitcoin got off to a strong start, with billions of dollars changing hands in a historical first day of trading for the long-sought investment vehicles.
Bond traders shrugged off higher-than-anticipated inflation readings for December, pricing in a larger total amount of Federal Reserve interest-rate cuts this year beginning in May.
