High Quality ETFs Remain in Focus
Even after high demand in 2023, quality-focused investments are popular again in 2024. Indeed, during the VettaFi Equity Symposium last week, advisors told us that the quality factor was highly...
View ArticleStrong Performing Covered Call ETFs
Earlier in March, I joined ETF Prime with Nate Geraci. We discussed the status of his 2024 ETF predictions. He believed the covered call ETF market was too saturated. In Geraci’s view, once advisors...
View ArticleWant Less China Exposure?
Emerging markets are off to a sluggish start to 2024. The Vanguard FTSE Emerging Markets ETF (VWO) was up 1.9% year-to-date through March 20, lagging the S&P 500 Index’s nearly 10% gain. Meanwhile,...
View ArticleTaking an Active Stance on Small Caps
Actively managed equity ETFs are gaining traction in 2024. Despite representing 5% of assets, they have pulled in more than 25% of the net inflows this year as of late March. This month, VettaFi...
View ArticleFocusing on Free Cash Flow ETFs
In the past couple of years, ETF-oriented advisors have turned their attention to free cash flow ETFs. Free cash flow is the cash available after a company has paid expenses, interest, taxes and...
View ArticleGrowing Institutional Adoption of ETFs in 2023
Institutional adoption of ETFs continues, which should make all investors happy. In a new report from S&P Dow Jones Indices, the amount of money U.S. and Canadian “asset owners” held in ETFs...
View ArticleActive Managers to Help Assess Fed Next Move
Advisors have long turned to active management to gain fixed income exposure. Thus far in 2024, this has persisted due in part to macroeconomic uncertainty. There remains consensus that the Fed will...
View ArticleLooking to Loan ETFs
Fixed income ETFs gathered $51 billion of new money in the first quarter. This represented 26% of the industry’s net inflows. With the asset class comprising 18% of the assets, it is great to see fixed...
View ArticleHow Much Credit Risk Should You Take On?
In the first quarter of 2024, fixed income investors turned to investment-grade corporate bond ETFs. The Vanguard Intermediate-Term Corporate Bond ETF (VCIT) pulled in $2.3 billion, while the Vanguard...
View ArticleRenewed Focus on Inflation
Concerns about inflation are top of mind again, with consumer prices and producer prices rising higher last week. This impacted the bond market as well as commodity prices. According to the Bureau of...
View ArticleHow Many Rate Cuts in 2024?
The timing of the Fed’s potential next move was a hot topic during the VettaFi Fixed Income Symposium last week. Close to 600 live attendees, and many more via replay, heard from some of the smartest...
View ArticleTaking on More Credit and Less Rate Risk
The largest high yield bond ETFs have been out of favor for much of 2024. However, many advisors recently told VettaFi they think the style will perform best going forward. In mid-April, VettaFi...
View ArticleFixed Income Opportunities in Canada
Fixed income ETFs are a hot topic across North America. As we have written, TMX VettaFi hosted in mid-May a symposium for more than 600 people. We tapped into the expertise of some of the leading...
View ArticleWhat’s Driving S&P 500 ETFs in 2024?
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...
View ArticleActive ETFs Gain Share But Education Remains Key
After a record-setting first quarter of $65 billion of net inflows for actively managed ETFs, many of the largest such funds brought in fresh money in April. Advisor and end investor demand for...
View ArticleAre CEF to ETF Conversions the Latest Trend?
I occasionally say that I have more than 3,000 ETF children to keep track of. It’s hard to monitor individual accomplishments. Something novel needs to break through. The FT Equity Income Partners...
View ArticleWhy Covered Calls Can Make a Good Alternative
Covered call ETFs remain in focus to advisors, and as such, to asset managers. Indeed, Fidelity recently joined the growing group of well-established asset managers that offer enhanced income ETFs. The...
View ArticleEvolution of Content Favors ETF Adoption
Last week I was back in Toronto for the 20th TMX Equities Trading Conference. This well-attended event brought the community together to talk about global trading and liquidity dynamics as well as the...
View ArticleFighting Obesity Using ETFs
Weight loss has long been a challenge for many people, me included. Indeed, there are an estimated 1 billion individuals living with obesity, and the Obesity World Atlas estimates this could rise to...
View ArticleVanguard Hiring Experienced Leader
Big news in asset management: Vanguard has hired a former leader of its industry peer BlackRock. This is the latest sign of the ETF community remaining tight-knit. Indeed, many current heads of ETF...
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