Advisors More Conservative About Rate Cuts
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...
View ArticleMeet the Newly Popular Active BlackRock ETF
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. Yet, DYNF had just $53...
View ArticleExchange: Reuniting the ETF Community
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-,...
View ArticleExchange: How to Build Portfolios Using ETFs
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...
View ArticleExchange: The Other Big Game
On Sunday, I will be carrying on the tradition of gathering with friends before the Super Bowl. However, this year in Miami will be a little different. At the Exchange conference, I will not be wearing...
View ArticleEaton Vance Loans Expertise to the ETF Market
When the Exchange conference starts on Monday, advisors will have a new active floating rate bond ETF to learn about. It’s one that’s backed by a firm with a rich heritage in the investment style....
View ArticleExchange: Talking Foreign Policy
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...
View ArticleExchange: Are You as Smart as an ETF Nerd?
Advisors got educated about ETFs and ETF experts got to show off their knowledge. What could be more enjoyable than that for an ETF nerd? Yesterday, before the Super Bowl kicked off, VettaFi hosted an...
View ArticleExchange: Connecting to Support Komen
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. Sessions...
View ArticleHigher For Longer In Focus at Exchange
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. Many of these discussions occurred Tuesday after the...
View ArticleMagnificent Seven Stocks Are in Different Sectors
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),...
View ArticleChart of the Week: Advisors Considering Covered Call 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. The ability to generate enhanced income...
View ArticleHow Themes ETFs Stands Out in Crowded Market
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. Then in January 2024, the...
View ArticleA Wonderful Options-Based Dividend-Focused ETF?
This article was written with the assistance of generative AI. This week, VettaFi hosted a webcast in partnership with Swan Global. The educational focus was on the challenges of achieving sustainable...
View ArticleChart of the Week: Advisors Looking at Municipal Bonds Choices
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,...
View ArticleGrayscale ETF Trading on NYSE Key Milestone
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...
View ArticleAnother Strong Start For Active ETFs
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...
View ArticleVanguard’s Recent Active ETF Expansion Worthy of Celebration
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...
View ArticleHappy 25th QQQ
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. Some have...
View ArticleDynamic Decade for Women in ETFs Group
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...
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