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Recent Content By Dan Mika
ETF Yield Channel

Q&A: Morgan Stanley Shares What to Look for in Active Management

Asset managers and established Wall Street players expect new market paradigms to drive more...

News

Q&A: What Happens When More Treasurys Stay in the U.S.?

American households are expected to hold a larger proportion of the U.S. Treasury’s debt issuance...

Innovative ETFs Channel

Q&A: S&P Dow Jones on Using Sectors to Beat the Market

The volatility of individual stocks? Too hot! Following the entire market? Too cold!

News

Q&A: Ned Davis Research on the End of the Vibecession

American consumers don’t feel great, despite stocks near record highs and a job market that’s...

News

Q&A: NDVR Explains the Downsides of Direct Indexing

At what point is it smart to use direct indexing for a client’s portfolio versus holding ETFs?...

News

Q&A: Fed Cuts Won't Be a Panacea for Weak Businesses, MFS Says

After months of obsession, financial markets are all but certain that the Federal Reserve will...

Innovative ETFs Channel

Q&A: Invesco on Bank Loans in a Changing-Rate Environment

Invesco strategist Ashley Oerth believes bank loans may be a good asset for investors who think...

News

Q&A: BlackRock’s Jay Jacobs on Electricity Demand & AI

AI is driving the stock market rally this year. To meet the electricity demand of power-hungry...

News

Q&A: Vanguard Provides Insight on the Potential Impact of AI

AI has the potential to unlock a new wave of productivity that replaces an aging workforce....

News

State Street: Active, Retail, Inheritances to Drive Next $10T in ETF Assets

SSGA Chief Business Officer Anna Paglia, Chief Investment Strategist Michael Arone, and Citigroup...

News

Are Rent Renewal Costs Holding Off a Fed Rate Cut?

Recent data from the Cleveland Fed showed that people moving to new homes are barely facing price...

News

How Index Providers Are Slowing the ETF Fee War

A new study is shedding light on just how much power index providers have in the ETF space, in...

News

BlackRock’s Jacobs: Healthcare the Next Big Investment Theme

BlackRock is betting that artificial intelligence, new weight loss drugs, and an aging American...

News

Edwin Wilches of PGIM on CLOs' Moment

Treasury yields haven’t been this tasty in decades. That said, collateralized debt obligations...

Fixed Income Channel

3D/L Co-CIO on Fixed Income's New Normal

Bond yields have been anything but boring in 2023. The Federal Reserve’s hiking campaign against...

Fixed Income Channel

Vanguard’s Fran Kinniry on Rebalancing and Discipline

Vanguard’s latest market risk Speedometer suggests that advisors took a risk-off approach to...

Equity ETF Channel

A Decade of U.S. Stock Dominance

U.S. stocks have managed to flip one of the main tenets of economics on its head in the wake of...

China Insights Channel

KraneShares’ Brendan Ahern on Yellen Visit to China

U.S. Treasury Secretary Janet Yellen capped off a weekend visit to Beijing, China, by saying the...

Commodities Channel

Survey: Gold Investors Are Planning More Allocation

Investors who already have allocation to gold in their portfolios are planning to increase their...

Fixed Income Channel

Q&A: ETF Costs Past the Expense Ratio

The expense ratio is the sticker price of an ETF, but there’s more costs than meet the eye when...

News

Q&A: Greg Bassuk of AXS Discusses the Long Inflation Game

The inflation rate has tumbled in 11 months. Still, the consensus is growing that prices will...

Disruptive Technology Channel

Q&A: What to Make of the 2023 Tech Rebound

The technology sector has rebounded from its terrible 2022 in less than five months, with the ...

News

Q&A: Why Insurance Firms Sold 25% of ETF AUM in 2022

Insurance companies sold off $11.2 billion in ETF assets during 2022’s bear market,...

ETF Education Channel

Risk-Managed ETFs Failed to Meet 2022 Challenges

According to a recent study, more than half of the risk-managed strategies that underlie ETFs...

Modern Alpha Channel

How Does Default Effect Treasury ETFs?

A U.S. default would likely spur volatility in the Treasury and Treasury ETF markets, experts...

Retirement Income Channel

Sweeney Bride's McGrath on the Challenges of Retirement

Mark McGrath knows how difficult it can be to arrange for retirement. Almost ten years ago, he...

Crypto Channel

Judges Question SEC Over GBTC Conversion Denial

Judges on the U.S. Court of Appeals for the D.C. Circuit appeared to lean toward Grayscale...

Crypto Channel

What to Know Ahead of Grayscale's SEC Legal Battle

Lawyers for Grayscale Investments will appear in court on Tuesday to argue that federal...

News

Millennials & Gen Z Grow Wealthier, Are Advisors Ready?

Recently-released estimates from Cerulli Advisors suggest Millennials and Generation Z’s...

News

Notable ETFs Pulling in Cash, Outside The Big 3

BlackRock, Vanguard, and State Street’s hold on the ETF market is rock-solid, with the trio...

Commodities Channel

Agricultural Outlook Clouded by Conflict in Ukraine

Grain commodities had a raucous 2022 due to a combination of inflation and Russia’s invasion of...

News

Johan Grahn on Using Buffer ETFs For 2023

As economists continue to predict another year of tumult in the markets, buffer ETFs are emerging...

News

Gene Tannuzzo: How to Prep Bond Exposure for 2023

Central banks in England, Europe and Japan are growing more hawkish at the close of a...

News

SEC Pursues Overhaul of Retail Trade Execution

The U.S. Securities and Exchange Commission (SEC) proposed new rules to upend how brokerages...

News

Earnings Could Decline in 2023. What Does It Mean for Dividends?

Market strategists are raising the alarm over corporate earnings and dividends in 2023 due to the...

China Insights Channel

China Watcher: Do Not Expect a Policy Turn From Beijing

Investors have cheered a recent string of dovish domestic and foreign policy announcements from...

Fixed Income Channel

O’Malley: Short Treasuries Are a Good Opportunity

The bond market has endured a shocking 2022 as the Federal Reserve rushed to raise rates amid...

Fixed Income Channel

Kinniry on Keeping Calm Amid Turbulent Environments

2022 has been a year of near-constant shocks to the global economy. So how are financial advisors...

News

Tuttle Offers ETFs To Bet With Or Against Jim Cramer

A subset of financial Twitter loves to hate Jim Cramer, a longtime pundit on CNBC. Now, Tuttle...

News

William Knight Talks Liquidity and Security Selection

Liquidity is critical to the daily movements of institutional and retail traders, but what about...

China Insights Channel

China’s Top Stocks Beat Expectations, Challenges Remain

The biggest companies in the most popular U.S.-listed China ETFs closed out the latest earnings...

Beyond Basic Beta Channel

Roland Morris on Why Oil & NatGas Prices Are Spreading

The oil and gas industry has been flush with demand in 2022, but for all the hand-wringing over...

Commodities Channel

Retail Investors Cash Flows Trend To Add To Energy ETFs

The most considerable energy-focused equity ETFs in the U.S. have taken almost $6.7 billion in...

Crypto Channel

Single-Stock Leveraged ETFs & What It Means for Crypto

A new breed of ETF debuted on the U.S. markets earlier this month when AXS Investments launched...

Beyond Basic Beta Channel

Housing ETFs Hold As Pending Home Sales Take a Tumble

Pending home sales in the U.S. declined a whopping 8.6% in June from the month prior as the...

ETF Strategist Channel

Allocating in Europe When the Euro Is Meek

Last week, the euro and dollar reached a virtual parity to the U.S. dollar as global investors...

News

Michael Arone: Is Bad News Priced Into The Markets?

The first half of 2022 was filled with headlines that sent equities into a bear market and...

News

Dollar ETFs Sail Higher As Euro Stumbles to 20-Year Low

ETFs that profit when the dollar advances against a basket of developed currencies are advancing...

Crypto Channel

Grayscale Sues Over SEC’s Denial For Fund Conversion

Grayscale Investments followed through on its promise to sue the U.S. Securities and Exchange...

Fixed Income Channel

Millions Continue to Flow Into ESG Bond ETFs

As the energy sector continues to trounce other sectors in 2022, a portfolio of corporate bonds...

ETF Building Blocks Channel

What Does Traditional Energy's Domination Mean For ESG?

The economic headwinds that have marred the market this year are posing a test of resolve for...

China Insights Channel

Chinese Tech Gains as U.S. Equities Panic

ETFs tracking Chinese technology and consumer discretionary firms have had a relatively strong...

Institutional Income Strategies Channel

Raghu Ramachandran: How Insurers Affect ETF Flows

A new report from S&P Dow Jones Indices this week estimates that insurance companies added...

News

The SEC’s Thorn For Thematic ETFs

For weeks, the fund management world has pored over the more than 400 pages of rules proposed by...