Join the experts at SS&C ALPS Advisors as they discuss their approach to international dividend companies, the ALPS International Sector Dividend Dogs ETF (IDOG).
Innovative ETFs are making waves as investors look for fresh ways to navigate a market marked by rapid growth and ongoing volatility.
With the latest Target earnings report coming in weaker than expected, advisors might want to reassess how they gain exposure to the company.
Bitcoin options traders are setting their sights on much higher prices while the largest cryptocurrency flirts with its fairly recent all-time high.
When CFRA’s Paige Meyer slapped a “sell” rating on UnitedHealth Group Inc. in February, she was the lone analyst out of 30 tracked by Bloomberg with a negative view of the company.
US equities are likely to drive the global rally in the coming months on an improving corporate earnings outlook and a weaker dollar, according to cross-asset strategists at Morgan Stanley.
In an investment landscape dominated by market-cap-weighted benchmarks, the Barron’s 400 ETF (BFOR) offers a different path through GARP.
Globalt remains conservatively positioned with an underweight in global equities, and neutral duration in fixed income.
Tidal’s Mike Venuto discusses the latest in ETF innovation, from 351 conversions and the ETF share class structure to options-based strategies and leveraged products. VettaFi’s Kirsten Chang offers a tour around the world of fixed income ETFs, highlighting recent flows, new launches, and under-the-radar success stories.
Home values fell for a second straight month in April, according to the Zillow Home Value Index. However, after adjusting for inflation, real home values declined for a 12th consecutive month, hitting their lowest level in nearly four years.
Alphabet Inc.’s investors are looking to this week’s developer conference to see if the company can reset the narrative amid fears that its long-standing market dominance is on shaky ground.
Traders plowed cash into exchange-traded funds that buy emerging market stocks for a fourth straight week as risk-apetite grew, turning flows this year positive for the first time since early April.
President Donald Trump’s first overseas trip since returning to the White House is turning heads across the aerospace & defense and semiconductor industries.
Bitcoin was launched in 2008. It was the following year when it was initially used as an actual currency.
Recent revisions to the IMF’s World Economic Outlook reflect a sobering message: the world economy is entering a more volatile and fragmented era.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, discussed the Thornburg International Equity ETF (TXUE) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
US stocks delivered their second-best weekly gain of the year on Friday, as Big Tech fueled a rally that brought the S&P 500 Index closer to an all-time high set nearly three months ago.
Wall Street’s emerging-market faithful are finally seeing better returns after missing out for years as US stocks soared.
While April brought further welcome news on the inflation front, underlying consumer fundamentals painted a more concerning picture.
Major gauges of investment-grade corporate bonds were stung by the April bout of volatility that permeated the bond market.
While equities are on their way to recovering January 1 levels, enhanced volatility lends itself to active ETF strategies this year.
The yield on the 10-year note ended May 16, 2025 at 4.43%. Meanwhile, the 2-year note ended at 3.98% and the 30-year note ended at 4.89%.
In the latest report by the Census Bureau, building permits dropped to a seasonally adjusted annual rate of 1.412 million in April, the lowest level in almost a year. This marks a 4.7% decrease from March and a 3.2% decline compared to one year ago.
In the latest report by the Census Bureau, housing starts inched up to a seasonally adjusted annual rate of 1.361 million in April. This marks a 1.6% increase from March but a 1.7% decrease compared to one year ago.
Despite the announcement of new tariffs, long-term inflation expectations—as measured by the 5y5y inflation rate—have remained stable
On Monday, the U.S. and China announced they will temporarily suspend the high import tariffs they imposed on each other earlier this year.
Alternative ETFs, which package exposures like commodities and digital assets, have experienced record-breaking adoption in the past year.
Nominal retail sales in April were up 0.06% month-over-month (MoM) and up 5.16% year-over-year (YoY). However, after adjusting for inflation, real retail sales were down 0.16% MoM and up 2.76% YoY.
Builder confidence fell sharply in May as uncertainty stemming from elevated rates, tariffs, building costs, and the cloudy economic outlook dragged builder sentiment to its lowest level in 18 months.
The Census Bureau's Advance Retail Sales Report for April showed consumer spending inched up last month, with head sales rising 0.1%. This comes on the heels of March's 1.7% surge in spending and was higher than the 0.0% forecast.
The latest Philadelphia Fed manufacturing index showed weak activity this month. The index rose nearly 22 points but remained negative for a second straight month at -4.0. The latest reading was better than the forecast of -11.3.
Manufacturing activity contracted for a third consecutive month in New York State, according to the Empire State Manufacturing May survey. The diffusion index for General Business Conditions fell 1.1 points to -9.2. The latest reading was worse than the forecast of -8.2.
Wholesale inflation unexpectedly fell in April, experiencing its largest monthly decline in five years. The producer price index for final demand was down 0.5% month-over-month after a flat reading in March. This was lower than the expected 0.2% growth.
Saudi Arabia is ramping up efforts to lure high frequency trading firms — a campaign that’s already brought in major players from Citadel Securities to Hudson River Trading — as it looks to bolster activity on the Middle East’s largest stock market.
Gold steadied as investors pulled away from risky assets and waited for more clues on the Federal Reserve’s rate path.
Our overarching theme for U.S. fixed income has been, and will continue to be, based on the premise that interest rates will stay at more historically “normal” levels, but that, within this backdrop, investors will face heightened volatility.
In this video – Part 2 – Extreme Risk of High Valuation – Chuck Carnevale, Co-Founder of FAST Graphs, aka Mr. Valuation discusses the volatility of the stock market, using the S&P 500 (SPY) as a proxy.
By the end of April, the S&P 500 rallied its way back, recovering nearly all the declines notched in the opening days of the month when President Trump's "Liberation Day" tariff plans tipped markets towards bear territory.
Are you trying to grow a stable team of advisors and retain top talent? Young advisors are looking for RIA firms that offer remote work flexibility, a clear path toward advancement and role transparency.
Here is a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since their 2000 highs. We've updated this through the April 2025 close.
Explore the performance journey of the S&P 500, Nasdaq, and Dow Jones since their peaks in 2000. This video analyzes how these key U.S. stock market indexes have navigated over two decades of economic shifts and technological change, revealing their distinct paths through April 2025.
Flows of gold into Asian ETFs exploded in April, driving global ETF gold holdings higher for the fifth straight month.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, aka Mr. Valuation discusses the volatility of the stock market, the truth about the S&P 500’s valuation, using the S&P 500 (SPY) as a proxy.
Gas prices dropped to their lowest level in seven weeks. As of May 12th, the price of regular gas down 3 cents while premium gas was unchanged from the previous week.
Alexandra Levis, Founder & CEO of Arro Financial Communications, provides an in-depth look at how ETF issuers should think about approaching marketing. VettaFi’s Roxanna Islam breaks down some of the year’s top-performing ETFs, from international plays to precious metals.
A wave of municipal-bond sales scheduled for this week will test a recent rebound in buyer demand after investors sold their holdings during April’s market rout.
The NFIB Small Business Optimism Index dropped for a fourth straight month, falling to 95.8 in April. Notably, the percent of small business owners who reported difficulty filling job openings fell to its lowest level since January 2021.
Inflation cooled for a third straight month in April, hitting its lowest level in over four years. According to the Bureau of Labor Statistics, the headline figure for the Consumer Price Index was at 2.3% year-over-year, down from 2.4% in March and lower than the expected 2.4% growth.
The April plunge in stocks ushered in a huge washout in investor sentiment, but more so on the attitudinal side as opposed to the behavioral side.
For my entire decades-long career in capital markets, I’ve made the case that gold is not just a shiny relic of the past, but a serious, strategic asset for modern investors. After years of pounding the table, it feels pretty good to say that the world’s central banks—and now the U.S. banking system—are finally catching up.
Kevin Flanagan, head of fixed income at WisdomTree, joined a VettaFi panel to break down the most attractive fixed income strategies.
Seven of the nine indexes on our world watch list have posted gains through May 12, 2025. Hong Kong's Hang Seng is in the top spot with a year to date gain of 20.01%. Germany's DAXK is in second with a year to date gain of 15.71% while France's CAC 40 is in third with a year to date gain of 6.24%.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, discussed the Unlimited HFGM Global Macro ETF (HFGM) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
Fixed income investors who want to diversify their portfolios in a challenging market environment shouldn't overlook CLOs.
As April’s volatility storm fades into memory, traders are left balancing calmer markets and the ever-present risk of a fresh round of headline shocks.
With Wall Street kicking off another rally, American stocks are now trading like Donald Trump’s “Liberation Day” shock never happened.
Warren Buffett opened his 60th—and final as CEO—Berkshire Hathaway annual meeting with the same understated clarity that has defined his career: "This is my 60th annual meeting... I think it'll be the best yet."
As the effects of US import tariffs begin to emerge, we shift our stance on equities to underweight.
Last week featured a light economic calendar, with the Fed holding its benchmark interest rate steady for the third consecutive meeting.
Financial advisors will be working with millennials and Gen Z, either as new clients or as family members of existing ones.
China drove the surge in retail investment demand, charting the second strongest quarter on record.
US equity investors will be watching closely as trade talks kick off between the Trump administration and China, with trillions of dollars hanging in the balance for American companies.
The 20th century Baby Boom was one of the most powerful demographic events in the history of the United States. We've created a series of charts to show seven age cohorts of the employed population from 1948 to the present.
US stocks opened higher Friday as traders weighed comments from President Donald Trump suggesting that an 80% tariff on China seemed right, just as negotiations between the two countries are set to begin on Saturday.
The culture clash between Bitcoin enthusiasts and gold bugs is about to be played out in the world of exchange-traded funds.
Once again, the Federal Open Market Committee (FOMC) decided to keep rates unchanged at today’s meeting, leaving the Fed Funds trading range at 4.25%-4.50%, keeping the level for overnight money 100 basis points (bps) below last year’s peak reading.
S&P 500® earnings per share estimates have come down sharply. According to FactSet, calendar year 2025 is now expected to show $266 in operating EPS for the Index.
Investors bearish on the dollar have generated attractive returns in the current environment with Invesco's UDN.
The current geopolitical climate has injected an extra dose of unpredictability into the economy.
“Compounding” is a word often used among investors to describe what they hope to achieve for their capital. Compounding is invoked so frequently that one would think it was the standard aim and practice among investors.
In the latest episode of ETF 360, VettaFi’s Kirsten Chang interviewed Bob Minter, ETF strategist for Aberdeen. They discussed all things commodities.
US stocks climbed at the open Thursday as investors welcomed news of a trade agreement between the US and the UK — a widely anticipated development that some traders say could serve as a blueprint for broader global negotiations
A potential regulatory shift in favor of the ETF industry is expected to shake up the business models of Wall Street brokers, with billions of dollars in revenue at stake.
Our monthly workforce recovery analysis has been updated to include the latest employment report for April. The unemployment rate remained at 4.2%. Additionally, the number of new non-farm jobs (a relatively volatile number subject to extensive revisions) came in at 177,000.
Currently, the Three Tactical Rules are a “flashing yellow light” - a roughly neutral rating which represents a slight downgrade.
Our Cash Indicator methodology acts as a plan in case of an emergency. Importantly, each of these systems work together.
Market headlines may change daily, but the role of a financial advisor remains remarkably consistent: to be the calm in the storm, the strategist with a plan and—most importantly—the voice of reason when clients need it most.
May 8, VettaFi will host an Income Investment Strategy Symposium. Income is top of mind for many investors.
This video provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
Valid until the market close on May 31, 2025
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
US stocks jumped at the open Wednesday as investors were encouraged by news that the US and China are set to start trade talks this weekend, even as traders awaited the Federal Reserve policy decision later in the day.
A time-honored signal heeded by Wall Street’s credit industry — the weekly flow of money — is breaking down.
So what has caused such a surge in international returns versus the U.S. so far this year? Is it just short-term noise, reversion to the mean, or something more systematic? If the last few months were purely short-term noise, we will soon know, as U.S. stocks will resume dominance.
Record gold prices drove first-quarter demand in 2025 to the highest level since 2016.
Multiple jobholders accounted for 5.4% of civilian employment in April.
April's employment report showed that 82.6% of total employed workers were full-time (35+ hours) and 17.4% of total employed workers were part-time (<35 hours).
Vanguard’s David Sharp marks the firm’s 50th anniversary, explores recent investor behavior, and highlights several new fixed income ETFs. VettaFi’s Stacey Morris analyzes the rollercoaster year for energy ETFs.
This article focuses on asset-based fees that cover both advice and investment-related costs, which is a model that I believe is best-suited for most individuals, as advisors can add value across multiple dimensions.
Travel on all roads and streets increased in March. The 12-month moving average was up 0.10% month-over-month but was up 0.99% year-over-year. However, if we factor in population growth, the 12-month MA of the civilian population-adjusted data (age 16-and-over) was up 0.03% MoM and down 0.91% YoY.
For investors looking to add bonds, muni bonds remain an attractive option for an ideal blend of yield and stability.
Exchange-Traded Products
LiveCast: Why International Developed Markets Could Weather the Storm
Join the experts at SS&C ALPS Advisors as they discuss their approach to international dividend companies, the ALPS International Sector Dividend Dogs ETF (IDOG).
First-of-Their-Kind Innovative ETFs Launched in 2025
Innovative ETFs are making waves as investors look for fresh ways to navigate a market marked by rapid growth and ongoing volatility.
Target Earnings Troubles Call for a Diversified Approach
With the latest Target earnings report coming in weaker than expected, advisors might want to reassess how they gain exposure to the company.
Bitcoin Options Traders Eye $300,000 With Record High In Sight
Bitcoin options traders are setting their sights on much higher prices while the largest cryptocurrency flirts with its fairly recent all-time high.
UnitedHealth Plunge Stunned Wall Street. One Analyst Saw It Coming
When CFRA’s Paige Meyer slapped a “sell” rating on UnitedHealth Group Inc. in February, she was the lone analyst out of 30 tracked by Bloomberg with a negative view of the company.
US Stocks to Power Global Rally, Morgan Stanley Strategists Say
US equities are likely to drive the global rally in the coming months on an improving corporate earnings outlook and a weaker dollar, according to cross-asset strategists at Morgan Stanley.
A Balanced Approach to U.S. Equity Through GARP
In an investment landscape dominated by market-cap-weighted benchmarks, the Barron’s 400 ETF (BFOR) offers a different path through GARP.
Changing the World Takes Time
Globalt remains conservatively positioned with an underweight in global equities, and neutral duration in fixed income.
Inside ETF Innovation: A Conversation with Tidal’s Mike Venuto
Tidal’s Mike Venuto discusses the latest in ETF innovation, from 351 conversions and the ETF share class structure to options-based strategies and leveraged products. VettaFi’s Kirsten Chang offers a tour around the world of fixed income ETFs, highlighting recent flows, new launches, and under-the-radar success stories.
Zillow Home Value Index: "Real" Home Values Near 4-Year Low
Home values fell for a second straight month in April, according to the Zillow Home Value Index. However, after adjusting for inflation, real home values declined for a 12th consecutive month, hitting their lowest level in nearly four years.
Alphabet Traders Look to Developer Event to Shift AI Narrative
Alphabet Inc.’s investors are looking to this week’s developer conference to see if the company can reset the narrative amid fears that its long-standing market dominance is on shaky ground.
Emerging Market ETFs See Fourth Consecutive Week of Inflows
Traders plowed cash into exchange-traded funds that buy emerging market stocks for a fourth straight week as risk-apetite grew, turning flows this year positive for the first time since early April.
Trump’s Gulf Visit Ignites Record Military Sales and AI Infrastructure Boom
President Donald Trump’s first overseas trip since returning to the White House is turning heads across the aerospace & defense and semiconductor industries.
Bitcoin Could Flex Inflation-Fighting Muscle
Bitcoin was launched in 2008. It was the following year when it was initially used as an actual currency.
Navigating the World of Tariffs: More Uncertainty, Slower Growth, & Investment Opportunities
Recent revisions to the IMF’s World Economic Outlook reflect a sobering message: the world economy is entering a more volatile and fragmented era.
Thornburg International Equity ETF (TXUE)
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, discussed the Thornburg International Equity ETF (TXUE) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
S&P 500 Notches Weekly Gain on Big Tech Strength, Trade Optimism
US stocks delivered their second-best weekly gain of the year on Friday, as Big Tech fueled a rally that brought the S&P 500 Index closer to an all-time high set nearly three months ago.
Wall Street Banks Bet on Emerging Markets After Wasted Years
Wall Street’s emerging-market faithful are finally seeing better returns after missing out for years as US stocks soared.
Weekly Economic Snapshot: Inflation Relief Meets Consumer Woes
While April brought further welcome news on the inflation front, underlying consumer fundamentals painted a more concerning picture.
Tap Into IG Corporate Debt Perks With IIGD
Major gauges of investment-grade corporate bonds were stung by the April bout of volatility that permeated the bond market.
As U.S. Stocks Recover YTD Losses, Look to Active Strategies
While equities are on their way to recovering January 1 levels, enhanced volatility lends itself to active ETF strategies this year.
Treasury Yields Snapshot: May 16, 2025
The yield on the 10-year note ended May 16, 2025 at 4.43%. Meanwhile, the 2-year note ended at 3.98% and the 30-year note ended at 4.89%.
Building Permits Drop 4.7% in April
In the latest report by the Census Bureau, building permits dropped to a seasonally adjusted annual rate of 1.412 million in April, the lowest level in almost a year. This marks a 4.7% decrease from March and a 3.2% decline compared to one year ago.
Housing Starts Inch Up 1.6% in April
In the latest report by the Census Bureau, housing starts inched up to a seasonally adjusted annual rate of 1.361 million in April. This marks a 1.6% increase from March but a 1.7% decrease compared to one year ago.
Inflation Expectations Hold Firm Amid Tariff Noise
Despite the announcement of new tariffs, long-term inflation expectations—as measured by the 5y5y inflation rate—have remained stable
BIG NUMBER | 30%: A Tariff Turnaround
On Monday, the U.S. and China announced they will temporarily suspend the high import tariffs they imposed on each other earlier this year.
ETFs Enhance Access to Alternative Investments
Alternative ETFs, which package exposures like commodities and digital assets, have experienced record-breaking adoption in the past year.
The Big Four Recession Indicators: Real Retail Sales Fall 0.2% in April
Nominal retail sales in April were up 0.06% month-over-month (MoM) and up 5.16% year-over-year (YoY). However, after adjusting for inflation, real retail sales were down 0.16% MoM and up 2.76% YoY.
NAHB Housing Market Index: Growing Uncertainty Drags Down Builder Confidence
Builder confidence fell sharply in May as uncertainty stemming from elevated rates, tariffs, building costs, and the cloudy economic outlook dragged builder sentiment to its lowest level in 18 months.
Retail Sales Inch Up 0.1% in April, Higher Than Expected
The Census Bureau's Advance Retail Sales Report for April showed consumer spending inched up last month, with head sales rising 0.1%. This comes on the heels of March's 1.7% surge in spending and was higher than the 0.0% forecast.
Philadelphia Fed Manufacturing Index: Activity Remained Weak in May
The latest Philadelphia Fed manufacturing index showed weak activity this month. The index rose nearly 22 points but remained negative for a second straight month at -4.0. The latest reading was better than the forecast of -11.3.
Empire State Manufacturing Survey: Activity Continued to Decline Modestly in May
Manufacturing activity contracted for a third consecutive month in New York State, according to the Empire State Manufacturing May survey. The diffusion index for General Business Conditions fell 1.1 points to -9.2. The latest reading was worse than the forecast of -8.2.
Producer Price Index: Wholesale Inflation Sees Biggest Monthly Drop Since 2020
Wholesale inflation unexpectedly fell in April, experiencing its largest monthly decline in five years. The producer price index for final demand was down 0.5% month-over-month after a flat reading in March. This was lower than the expected 0.2% growth.
Wall Street’s High-Frequency Traders Are Rushing Into Saudi Arabia
Saudi Arabia is ramping up efforts to lure high frequency trading firms — a campaign that’s already brought in major players from Citadel Securities to Hudson River Trading — as it looks to bolster activity on the Middle East’s largest stock market.
Gold Steadies as Risk Appetite Fades With Fed Rate Path in Focus
Gold steadied as investors pulled away from risky assets and waited for more clues on the Federal Reserve’s rate path.
Income Without the Volatility…or Credit Exposure
Our overarching theme for U.S. fixed income has been, and will continue to be, based on the premise that interest rates will stay at more historically “normal” levels, but that, within this backdrop, investors will face heightened volatility.
The Extreme Risk of High Valuation: The Truth About the S&P 500’s Valuation (Part 2)
In this video – Part 2 – Extreme Risk of High Valuation – Chuck Carnevale, Co-Founder of FAST Graphs, aka Mr. Valuation discusses the volatility of the stock market, using the S&P 500 (SPY) as a proxy.
Is the Coast Clear Yet?
By the end of April, the S&P 500 rallied its way back, recovering nearly all the declines notched in the opening days of the month when President Trump's "Liberation Day" tariff plans tipped markets towards bear territory.
Want to Build a Strong Advisor Team? 3 Ways to Retain Top Talent
Are you trying to grow a stable team of advisors and retain top talent? Young advisors are looking for RIA firms that offer remote work flexibility, a clear path toward advancement and role transparency.
The S&P 500, Dow and Nasdaq Since 2000 Highs as of April 2025
Here is a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since their 2000 highs. We've updated this through the April 2025 close.
The S&P 500, Dow and Nasdaq Since Their 2000 Highs as of April 2025
Explore the performance journey of the S&P 500, Nasdaq, and Dow Jones since their peaks in 2000. This video analyzes how these key U.S. stock market indexes have navigated over two decades of economic shifts and technological change, revealing their distinct paths through April 2025.
A Surge of Gold into Asian ETFs Drove Global Holdings Higher in April
Flows of gold into Asian ETFs exploded in April, driving global ETF gold holdings higher for the fifth straight month.
Dissecting the Stock Market: The Truth About the S&P 500’s Valuation (Part 1)
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, aka Mr. Valuation discusses the volatility of the stock market, the truth about the S&P 500’s valuation, using the S&P 500 (SPY) as a proxy.
Gas Prices Drop to 7-Week Low
Gas prices dropped to their lowest level in seven weeks. As of May 12th, the price of regular gas down 3 cents while premium gas was unchanged from the previous week.
Arro’s Alexandra Levis: How ETF Issuers Can Stand Out
Alexandra Levis, Founder & CEO of Arro Financial Communications, provides an in-depth look at how ETF issuers should think about approaching marketing. VettaFi’s Roxanna Islam breaks down some of the year’s top-performing ETFs, from international plays to precious metals.
Busy Week for Muni Debt Sales Tests Investors Wading Into Market
A wave of municipal-bond sales scheduled for this week will test a recent rebound in buyer demand after investors sold their holdings during April’s market rout.
NFIB Small Business Survey: Uncertainty Continues to Drag Down Optimism
The NFIB Small Business Optimism Index dropped for a fourth straight month, falling to 95.8 in April. Notably, the percent of small business owners who reported difficulty filling job openings fell to its lowest level since January 2021.
Consumer Price Index: Inflation Cools to 2.3% in April, Lower Than Expected
Inflation cooled for a third straight month in April, hitting its lowest level in over four years. According to the Bureau of Labor Statistics, the headline figure for the Consumer Price Index was at 2.3% year-over-year, down from 2.4% in March and lower than the expected 2.4% growth.
Hate It or Love It: Sentiment's Message
The April plunge in stocks ushered in a huge washout in investor sentiment, but more so on the attitudinal side as opposed to the behavioral side.
Basel III Makes It Official: Gold Is Money Again
For my entire decades-long career in capital markets, I’ve made the case that gold is not just a shiny relic of the past, but a serious, strategic asset for modern investors. After years of pounding the table, it feels pretty good to say that the world’s central banks—and now the U.S. banking system—are finally catching up.
WisdomTree’s Kevin Flanagan on How to Navigate Fixed Income
Kevin Flanagan, head of fixed income at WisdomTree, joined a VettaFi panel to break down the most attractive fixed income strategies.
World Markets Watchlist: May 12, 2025
Seven of the nine indexes on our world watch list have posted gains through May 12, 2025. Hong Kong's Hang Seng is in the top spot with a year to date gain of 20.01%. Germany's DAXK is in second with a year to date gain of 15.71% while France's CAC 40 is in third with a year to date gain of 6.24%.
Unlimited HFGM Global Macro ETF (HFGM)
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, discussed the Unlimited HFGM Global Macro ETF (HFGM) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
Eldridge’s Gilbert: CLOs “Incredibly Resilient, Often Misunderstood”
Fixed income investors who want to diversify their portfolios in a challenging market environment shouldn't overlook CLOs.
Traders Eye Longer-Term Options to Hedge Post-Tariff Shock Rally
As April’s volatility storm fades into memory, traders are left balancing calmer markets and the ever-present risk of a fresh round of headline shocks.
‘Buy America’ Sweeps Across Global Markets After Trade Talks
With Wall Street kicking off another rally, American stocks are now trading like Donald Trump’s “Liberation Day” shock never happened.
Buffett Steps Back, His Insights Remain
Warren Buffett opened his 60th—and final as CEO—Berkshire Hathaway annual meeting with the same understated clarity that has defined his career: "This is my 60th annual meeting... I think it'll be the best yet."
Barometer: Equities Set for Further Falls as Tariffs Bite
As the effects of US import tariffs begin to emerge, we shift our stance on equities to underweight.
Weekly Economic Snapshot: Fed Holds Steady Amid Services Growth & Record Trade Gap
Last week featured a light economic calendar, with the Fed holding its benchmark interest rate steady for the third consecutive meeting.
The Advisor’s Guide to Communicating With Gen Z & Millennial Clients
Financial advisors will be working with millennials and Gen Z, either as new clients or as family members of existing ones.
Global Gold Bar and Coin Demand Rose in Q1 But Not in the U.S.
China drove the surge in retail investment demand, charting the second strongest quarter on record.
Traders’ Guide to US Stocks Most Affected in China Trade Talks
US equity investors will be watching closely as trade talks kick off between the Trump administration and China, with trillions of dollars hanging in the balance for American companies.
Baby Boomer Employment Through the Decades
The 20th century Baby Boom was one of the most powerful demographic events in the history of the United States. We've created a series of charts to show seven age cohorts of the employed population from 1948 to the present.
US Stocks Rise at Open as Investors Look Ahead to China Talks
US stocks opened higher Friday as traders weighed comments from President Donald Trump suggesting that an 80% tariff on China seemed right, just as negotiations between the two countries are set to begin on Saturday.
Wall Street Brings the Bitcoin-Versus-Gold Clash to ETF Masses
The culture clash between Bitcoin enthusiasts and gold bugs is about to be played out in the world of exchange-traded funds.
Fed Watch: Still Waiting
Once again, the Federal Open Market Committee (FOMC) decided to keep rates unchanged at today’s meeting, leaving the Fed Funds trading range at 4.25%-4.50%, keeping the level for overnight money 100 basis points (bps) below last year’s peak reading.
Dividend Hikes Offer Optimism Amid Tariff Turmoil
S&P 500® earnings per share estimates have come down sharply. According to FactSet, calendar year 2025 is now expected to show $266 in operating EPS for the Index.
Investors Bearish on the Dollar Should Consider This ETF
Investors bearish on the dollar have generated attractive returns in the current environment with Invesco's UDN.
The 2-Faced Economy: Strong Data Amid Shaky Sentiment
The current geopolitical climate has injected an extra dose of unpredictability into the economy.
Abstraction: Good for Art, Bad for Compounding
“Compounding” is a word often used among investors to describe what they hope to achieve for their capital. Compounding is invoked so frequently that one would think it was the standard aim and practice among investors.
ETF 360: Aberdeen Goes Deep on Gold, Commodities
In the latest episode of ETF 360, VettaFi’s Kirsten Chang interviewed Bob Minter, ETF strategist for Aberdeen. They discussed all things commodities.
US Stocks Advance as Trump Touts Trade Agreement With UK
US stocks climbed at the open Thursday as investors welcomed news of a trade agreement between the US and the UK — a widely anticipated development that some traders say could serve as a blueprint for broader global negotiations
Wall Street Brokers Risk Losing Billions in Fees on SEC Shift
A potential regulatory shift in favor of the ETF industry is expected to shake up the business models of Wall Street brokers, with billions of dollars in revenue at stake.
U.S. Workforce Recovery Analysis: April 2025
Our monthly workforce recovery analysis has been updated to include the latest employment report for April. The unemployment rate remained at 4.2%. Additionally, the number of new non-farm jobs (a relatively volatile number subject to extensive revisions) came in at 177,000.
Tactical Rules Move to Neutral
Currently, the Three Tactical Rules are a “flashing yellow light” - a roughly neutral rating which represents a slight downgrade.
The May 25 Dashboard: Our Three Layers of Risk Management
Our Cash Indicator methodology acts as a plan in case of an emergency. Importantly, each of these systems work together.
When Markets Shake, Advisors Steady the Ship
Market headlines may change daily, but the role of a financial advisor remains remarkably consistent: to be the calm in the storm, the strategist with a plan and—most importantly—the voice of reason when clients need it most.
What to Expect at the Income Investment Strategy Symposium
May 8, VettaFi will host an Income Investment Strategy Symposium. Income is top of mind for many investors.
Moving Averages of the Ivy Portfolio and S&P 500: April 2025
This video provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
Moving Averages of the Ivy Portfolio and S&P 500: April 2025
Valid until the market close on May 31, 2025
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
US Stocks Rise on China Trade Talk Hopes Ahead of Fed Decision
US stocks jumped at the open Wednesday as investors were encouraged by news that the US and China are set to start trade talks this weekend, even as traders awaited the Federal Reserve policy decision later in the day.
Citi Says Fast-Money ETFs Are Shaking Up Flows Across Credit
A time-honored signal heeded by Wall Street’s credit industry — the weekly flow of money — is breaking down.
International Investing: A New Paradigm?
So what has caused such a surge in international returns versus the U.S. so far this year? Is it just short-term noise, reversion to the mean, or something more systematic? If the last few months were purely short-term noise, we will soon know, as U.S. stocks will resume dominance.
First Quarter Gold Demand at Highest Level Since 2016
Record gold prices drove first-quarter demand in 2025 to the highest level since 2016.
Multiple Jobholders Account for 5.4% of Workers in April 2025
Multiple jobholders accounted for 5.4% of civilian employment in April.
A Closer Look at Full-time and Part-time Employment: April 2025
April's employment report showed that 82.6% of total employed workers were full-time (35+ hours) and 17.4% of total employed workers were part-time (<35 hours).
David Sharp Talks Vanguard’s 50-Year Journey, Recent Investor Behavior, and New ETFs
Vanguard’s David Sharp marks the firm’s 50th anniversary, explores recent investor behavior, and highlights several new fixed income ETFs. VettaFi’s Stacey Morris analyzes the rollercoaster year for energy ETFs.
The Hidden Cost in Investing: Negative Compounding & the Opportunity Cost of Fees
This article focuses on asset-based fees that cover both advice and investment-related costs, which is a model that I believe is best-suited for most individuals, as advisors can add value across multiple dimensions.
America's Driving Habits: March 2025
Travel on all roads and streets increased in March. The 12-month moving average was up 0.10% month-over-month but was up 0.99% year-over-year. However, if we factor in population growth, the 12-month MA of the civilian population-adjusted data (age 16-and-over) was up 0.03% MoM and down 0.91% YoY.
Muni Bonds Remain Attractive Amid Market Volatility
For investors looking to add bonds, muni bonds remain an attractive option for an ideal blend of yield and stability.