Combining Quality and Value
In the past year, investors have been rewarded by focusing on quality companies. Shares of companies with strong balance sheets and consistent earnings and cash flow have performed relatively well....
View ArticleFirst Quarter Earnings Drove Sector ETFs
I’m a former stock analyst responsible for publishing on communications services and information technology stocks. While I don’t miss covering multiple earnings calls in a day, I appreciate how these...
View ArticleAdvisors Looking to Boost Commodities Exposure
Aided by strong performance in the first four-plus months of the year, advisors are looking more closely at commodities. We believe most client portfolios remain dominated by equities and fixed income....
View ArticleThe Roadmap for Robotics
VettaFi is dedicated to providing indexes that track the rapidly evolving fields of robotics, artificial intelligence, and healthcare technologies. The ROBO Global suite was the pioneer behind the...
View ArticleWhat Do Advisors Think About Ethereum?
Last week, the SEC approved the initial regulatory filings for spot ethereum ETFs to trade on various U.S.-based exchanges. While it could be weeks or months before the ETFs are available, this is a...
View ArticleCelebrating T. Rowe Price’s ETF Success
T. Rowe Price has a lot to commemorate in the ETF industry. The longtime manager of actively managed mutual funds brought some of its best U.S. equity strategies into the active ETF market nearly four...
View ArticleNuveen ETFs Tap Into Deep Fixed Income Expertise
As of late May, actively managed fixed income ETFs had already gathered $35 billion. This was equal to a 38% share of the category’s net inflows for the year. Active represents only 13% of fixed income...
View ArticleAdvisors Want to Learn More About Covered Calls
Last week, VettaFi hosted an Alternatives Symposium. For two-and-a-half hours, more than 400 attendees listened as Lara Crigger and I spoke to experts on a range of topics. Advisors and end clients...
View ArticleBlackRock Favoring Growth Heading Into Second Half
The BlackRock Target Allocation Team, which runs model portfolios followed by many advisors, turned even more bullish this week. Indeed, the current allocation to stocks is the highest it has been...
View ArticleWhere to Turn for Stability in Energy Sector
Oil fell to four-month lows last week, a reminder that energy investing comes with risk, not just reward. “OPEC+ production cuts were extended as expected, but incremental voluntary cuts from select...
View ArticleHow to Protect Against Second-Half Market Weakness
After a strong five months for the S&P 500 Index in 2024, many advisors thought the remainder of the year would be weaker. While taking profits might make sense to some, there’s a range of ETFs to...
View ArticleActive ETFs Still Popular In May
Investors poured $20 billion into actively managed ETFs in May, representing 21% of the industry’s cash haul. This continues a yearlong trend. In the first five months of 2024, active ETFs gathered 29%...
View ArticleVettaFi’s Research Is a Wealthie Finalist
VettaFi was recently named a finalist for a Wealth Management award for our Expanded Research Offerings. The “Wealthies” is one of the most prestigious awards programs to us because it celebrates firms...
View ArticleBlackRock Takes an Active Approach to High Yield
Investors have embraced taking on credit risk recently but industrywide have also favored actively managed ETFs. With its latest active offering, BlackRock seeks to tap into both trends. BlackRock...
View ArticleDividend Investing in a Growth Market
It’s been a strong first half for the S&P 500 as the large-cap index was up 16% year to date as of June 18. This year, the growth style ETFs tied to this benchmark have outperformed most others...
View ArticleETF Impact of Russell Index Changes
While index-based ETFs are known to be passive compared to active ETFs, changes indeed occur. At the end of this week, a large-cap growth ETF with approximately $100 billion in assets will be adding...
View ArticleWhat Advisors Told VettaFi in First Half
VettaFi hosted and moderated 79 webcasts and livecasts in the first half of 2024. Approximately 18,000 advisors joined us to learn from ETF and mutual fund industry experts on a range of equity, fixed...
View ArticleMagnificent Seven Covered Calls & Vanguard in Focus
In the first half of 2024, I published a lot of content on ETF Trends and VettaFi’s other websites. Pieces included a focus on free cash flow ETFs, robotics, and the success of newer ETF entrants....
View ArticleWhat Advisors Find Appealing in Fixed Income for 2H
Taking on credit risk but not interest rate risk has been relatively rewarding to ETF advisors and investors thus far in 2024. The iShares Broad USD High Yield Corporate Bond ETF (USHY) had a...
View ArticleUnder-the-Radar Small-Cap Cash Flow ETF
While large-cap growth stocks continue to lead the market, advisors are looking for alternatives such as small-cap value funds. One of the more popular ETFs this year has been the Pacer US Small Cap...
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