James

James Comtois is a writer for ETF Database and its sister site, ETF Trends.

Recent Content By James Comtois
A Resilient Economy Means Opportunities in Fixed Income
Institutional Income Strategies Channel

A Resilient Economy Means Opportunities in Fixed Income

Last year, the market consensus was that there would be a recession in the second half of 2023....

Without Rate Cuts, Time for Intermediate Treasuries
Fixed Income Channel

If Rate Cuts Aren’t Coming Soon, Maybe It’s Time for Intermediate Treasuries

The Federal Reserve is expected to make interest rate cuts this year. But representatives from...

New BTCO ETF Brings in Investor Capital
Innovative ETFs Channel

New Invesco Bitcoin ETF Brings in Investor Capital

It’s been a little over a week since Invesco’s new bitcoin ETF was listed on the Cboe. But it’s...

Energy Is Ready for High Free Cash Flow Yields
Free Cash Flow Channel

How Energy Is Ready for High Free Cash Flow Yields

For the past few years, the energy sector has had high capital expenditures (capex). According to...

New CCMG ETF Seeks the Most Attractively Valued Companies
News

New CCMG ETF Seeks the Most Attractively Valued Companies

The New York Stock Exchange announced the launch of the CCM Global Equity ETF (NYSE Arca: CCMG)...

First Trust, Raymond James Launch RJMG
News

First Trust, Raymond James Launch Multicap Growth Equity ETF

First Trust Advisors has launched an actively managed ETF that seeks to provide long-term capital...

Bitcoin Covered Call ETF From Roundhill
Crypto Channel

Roundhill Launches Bitcoin Covered Call ETF

Roundhill Investments announced the launch of the Roundhill Bitcoin Covered Call Strategy ETF (...

Why Fundamentals for Healthcare Are Strong
Free Cash Flow Channel

Why Fundamentals for Healthcare Are Strong

VictoryShares believes that healthcare companies have the potential to generate high future free...

Gain Income While Generating Yield With PAPI
ETF Yield Channel

Gain Income While Generating Yield With PAPI

There’s a lot of cash sitting on the sidelines at the moment — a record $6 trillion, in fact. But...

Following Strong Retail Sales, Treasury Yields Rise
US Treasuries & TIPS Fixed Income Channel

Treasury Yields Rise Following Strong Retail Sales

Treasury yields rose on Wednesday following stronger-than-expected retail sales and encouraging...

New YMAX ETF Invests in Other YieldMax ETFs
News

New YieldMax Fund of Funds ETF Invests in Other YieldMax ETFs

YieldMax has been producing synthetic covered call strategies tailored for individual stocks for...

Differences Between a Quality Companies and Investments
Free Cash Flow Channel

The Difference Between a Quality Company & a Quality Investment

There are many companies out there that could be considered “quality.” With that in mind, plenty...

Not All Outperformance Was Equal
Institutional Income Strategies Channel

Fixed Income Outperformed in 2023, But Not All Outperformance Was Equal

Despite expectations for a recession in the second half of the year, markets were remarkably...

Brinsmere Funds ETFs Adjust Allocations
News

Brinsmere Funds ETFs Adjust Allocations to Enhance Return, Reduce Risk

The Milwaukee Company has issued two actively managed fund of funds that systematically adjust...

Calamos Launches Closed-End CCEF
News

Calamos Launches Closed-End Funds Income & Arbitrage ETF

Calamos Advisors has launched the Calamos CEF Income & Arbitrage ETF (CCEF B-) on the New...

VanEck’s DaCruz: Interest in Bitcoin ETFs 'Only Going to Spike'
Crypto Channel

VanEck’s DaCruz: Interest in Bitcoin ETFs 'Only Going to Spike'

With the SEC opening the floodgates to spot bitcoin ETFs last week, VanEck’s Director of Digital...

Technology Sector Can Create High Free Cash Flow Yields
Free Cash Flow Channel

How the Technology Sector Can Generate High Free Cash Flow Yields

When seeking companies that generate high free cash flow (FCF) yields, sectors matter. Take...

PHEQ Hedges Large-Cap Bets
ETF Yield Channel

Hedge Your Large-Cap Bets With PHEQ

U.S. markets are looking good early in 2024, with the S&P 500 up 23% for the year ended...

Target Consumer Staples After Wholesale Prices Have Fallen
Innovative ETFs Channel

Target Consumer Staples After Wholesale Prices Have Fallen

While consumer prices may have gone up in December, wholesale prices fell, much to the surprise...

Bitwise Lists Spot Bitcoin ETF BITB on the NYSE
Crypto Channel

Bitwise Lists Spot Bitcoin ETF BITB on the NYSE

After much hype and ballyhoo, it’s moving day for spot bitcoin ETFs. Crypto index fund manager...

BlackRock Launches iShares Bitcoin Trust ETF
Crypto Channel

BlackRock Launches iShares Bitcoin Trust ETF

And the spot bitcoin ETF launches keep on coming. This time, coming from the world’s largest fund...

Grayscale's Bitcoin Trust GBTC Becomes Spot Bitcoin ETF
Crypto Channel

Grayscale's Bitcoin Trust GBTC Now Spot Bitcoin ETF

After much speculation and breathless anticipation (as well as a court battle), the SEC has at...

LGHT Targets Tech Firms That Ease Healthcare
News

LGHT Targets Tech Firms That Make Healthcare Less Painful

The New York Stock Exchange has listed an active healthcare technology ETF that invests in...

Midcaps Are Poised to Outperform Large-Caps
Innovative ETFs Channel

Midcaps Poised to Outperform Large-Caps

Large-caps are getting a lot of attention and making a lot of headlines these days. And why...

Target Fixed Income Opportunities With VCRB & VPLS
Fixed Income Channel

Actively Target Fixed Income Opportunities With VCRB & VPLS

A few factors have pushed up the demand for active fixed income ETFs. For one thing, after being...

Consider Long Treasury ETFs While Rates Are Still High
US Treasuries & TIPS Fixed Income Channel

Consider Long Treasury ETFs While Rates Are Still High

With interest rates possibly at their peak, investors may want to consider longer-duration...

Go Long On Treasury ETFs as Interest Rates Peak
Fixed Income Channel

Go Long On Treasury ETFs as Interest Rates Hit Their Peak

Federal Reserve officials believe that interest rates have hit their peak and will be reduced...

Invesco’s SATO Is Up 220%
Innovative ETFs Channel

Invesco’s Digital Assets ETF SATO Up 220%

It appears that digital assets aren’t dead. Far from it, in fact, if the price of bitcoin...

Vanguard’s Sara Devereux: “We’re in a New Era for Fixed Income”
Fixed Income Channel

Vanguard’s Sara Devereux: “We’re in a New Era for Fixed Income”

Sara Devereux, global head of Vanguard’s Fixed Income Group, thinks “we’re in a new era for fixed...

7 Defined Outcome ETFs From Innovator
News

Innovator Launches 7 Defined Outcome ETFs

Innovator Capital Management announced Tuesday the launch of seven Defined Outcome ETFs on the...

In 2024, Bet Big on Big Tech
Innovative ETFs Channel

Bet Big on Big Tech in 2024

U.S. equity markets defied expectations in 2023, with the S&P up 24% for the year. But while...

PGIM Launches 2 Buffer ETFs Series
News

PGIM Launches 2 Buffer ETFs Series

PGIM, the $1.2 trillion global investment management business of Prudential Financial, has...

Why Now’s a Good Time to Invest in Fixed Income
Institutional Income Strategies Channel

Why Now’s a Good Time to Invest in Fixed Income

The U.S. economy defied expectations in 2023, avoiding a recession thanks to lowered inflation...

A Case Study in Avoiding Low Growth Prospects
Free Cash Flow Channel

Avoiding Low Growth Prospects: A Case Study

While it is possible to argue that free cash flow (FCF) is a better metric to gauge a company’s...

Unveiling Hidden Wealth of Companies Via Intangible Assets
Free Cash Flow Channel

Unveiling the Hidden Wealth of Companies Through Intangible Assets

Companies often have two forms of assets: tangible and intangible. Tangible assets exist as the...

Consider a Shorter Duration Approach With Emerging Markets Debt
Institutional Income Strategies Channel

Consider a Shorter Duration Approach With Emerging Markets Debt

Despite poor performance in 2022, emerging markets sovereign debt funds outperformed U.S....

The Significance of Free Cash Flow in Company Valuations
Free Cash Flow Channel

The Significance of Free Cash Flow in Company Valuations

Free cash flow (FCF) represents the cash a company can produce after removing the purchase of...

WisdomTree Launches Total Return Fund WTBN
Modern Alpha Channel

WisdomTree Lists Total Return Fund WTBN

WisdomTree announced today the launch of the WisdomTree Bianco Total Return Fund (WTBN) on the...

ProShares Launches Covered Call ETF ISPY
News

ProShares Launches Covered Call ETF ISPY

ProShares launched the ProShares S&P 500 High Income ETF on the Cboe BZX Wednesday. With...

The Fed May Cut Rates. That's Good for Intermediate Treasuries
US Treasuries & TIPS Fixed Income Channel

The Fed May Cut Rates. That's Good for Intermediate Treasuries

It looks increasingly likely that the Federal Reserve has come to the end of its rate hike cycle....

Bancreek Launches Active US Large-Cap ETF
News

Bancreek Launches Active US Large-Cap ETF

Exchange Traded Concepts announced the launch of the Bancreek U.S. Large Cap ETF. The fund began...

New EV ETF Targets Battery Recycling & Production Market
News

New EV ETF Targets Battery Recycling & Production Market

KB Asset Management has launched an ETF that targets the battery and battery recycling market....

Why Free Cash Flow May Be the True Measure of a Company's Value
Free Cash Flow Channel

Why Free Cash Flow May Be the True Measure of a Company's Value

Free cash flow (FCF) is the cash remaining after a company has paid its expenses, taxes,...

VFLO Combines Strong Free Cash Flows & Strong Growth
Free Cash Flow Channel

Combine Strong Free Cash Flows & Strong Growth With VFLO

If an investor had to choose between two companies with the same valuation, it would make sense...

SP Funds Launches Latest Sharia-Compliant ETF SPWO
News

SP Funds Launches Latest Sharia-Compliant ETF SPWO

SP Funds has added a new fund to its lineup of Sharia-compliant ETFs. The SP Funds S&P World...

2023's Most Popular Vanguard Fixed Income ETFs
Fixed Income Channel

The Most Popular Vanguard Fixed Income ETFs in 2023

While 2022 was a brutal year for bonds, fixed income enjoyed many tailwinds this year, from high...

John Hancock Launches JDVI
News

John Hancock Launches Active International Equity ETF JDVI

John Hancock Investment Management today launched an active international equity ETF on the New...

PlanRock Lists 2 Active Global ETFs on the NYSE
News

PlanRock Lists 2 Active Global ETFs on the NYSE

PlanRock Investments has launched two new active global ETFs on the New York Stock Exchange.

4 Actively Managed ETFs Launched by PGIM
News

PGIM Launches 4 Actively Managed ETFs

PGIM, Prudential Financial’s $1.2 trillion investment management arm, has launched four actively...

Consider BNDX as International Bonds Outpace Domestic Yields
Fixed Income Channel

Consider BNDX as International Bonds Outpace Domestic Yields

We talk a lot about high yields with U.S. fixed income. But international bond funds aren’t doing...

High Yield Seems Less Risky These Days
Institutional Income Strategies Channel

High Yield Looking Less Risky These Days

High yield fixed income has always been considered a riskier investment relative to other bonds....

Target High Yield Muni Bonds With Vanguard’s Muni ETFs
Fixed Income Channel

Target Low Risk, High Yield Muni Bonds With Vanguard’s Muni ETFs

Valuations for muni bonds are currently attractive, trading at levels not seen since the global...

Jason Bloom: ‘Now Might Be a Good Time to Take on More Credit’
Innovative ETFs Channel

Invesco’s Jason Bloom: ‘Now Might Be a Good Time to Take on More Credit’

Earlier this year, many industry observers and investors were expecting an imminent slowdown with...

The Case for Keeping It Short (and Sweet) With US Treasuries
US Treasuries & TIPS Fixed Income Channel

The Case for Keeping It Short (and Sweet) With US Treasuries

While inflation isn’t yet at the 2% range that the Federal Reserve has been targeting, it’s...

BlackRock Launches BRTR, Active Total Return ETF
News

BlackRock Launches Active Total Return ETF BRTR

BlackRock has listed the BlackRock Total Return ETF (BRTR A-) on the Nasdaq. The actively managed...

XCCC May Be a Good Bet With CCCs Yielding 14%
Institutional Income Strategies Channel

With CCCs Yielding 14%, XCCC May Be a Good Bet

Among the risky bonds out there, Triple-C-rated corporate bonds, aka CCCs, are among the...

AllianceBernstein Launches 5 Active ETFs
News

AllianceBernstein Launches 5 New Active ETFs

On the heels of crossing the $1 billion threshold in active ETF AUM, AllianceBernstein has...

Natixis and Gateway Launch Quality Income ETF
Portfolio Construction Channel

Natixis and Gateway Launch Quality Income ETF

GQI seeks stocks exhibiting such factors as stable earnings, strong return-on-equity and assets,...

Defiance Launches CHAI, Israel Bond ETF
News

Defiance Launches Israel Bond ETF CHAI

Defiance ETFs has launched the Defiance Israel Bond ETF (CHAI B-) to provide exposure to the...

Navigating Future Growth With Expected Free Cash Flow Yield
Free Cash Flow Channel

Beyond Earnings: Navigating Future Growth with Expected Free Cash Flow Yield

Many investors and advisors peruse companies’ earnings statements to see if they’re on track to...

InfraCap Launches SCAP
News

InfraCap Launches Active Small-Cap Income ETF

Infrastructure Capital Advisors is targeting small-cap U.S. companies poised to deliver income...

Current High Long-Term Treasury Yields Won’t Last
US Treasuries & TIPS Fixed Income Channel

Long-Term Treasury Yields Are Currently High. That Won’t Last

High inflation, the Fed aggressively hiking rates, and a so-called term premium has pushed up...

Consider Vanguard’s Treasury ETFs as Government Bonds Rally
Fixed Income Channel

Consider Vanguard’s Treasury ETFs as Government Bonds Rally

Inflation isn’t at the 2% level the Fed has been targeting. But it’s gone down considerably...

Gift Some Surging Macy’s Stock Via RWK & RFW
Innovative ETFs Channel

Gift Yourself Some Surging Macy’s Stock Via RWK & RFW

Christmas has come early for Macy’s Inc. (M). The Wall Street Journal reported that the retail...

9% Returns Posted by US High Yield
Institutional Income Strategies Channel

US High Yield Posts 9% Returns

It’s been a very good year for U.S. high yield. In fact, BondBloxx Investment Management has...

Vanguard’s BND Is First Bond ETF to Reach $100B Assets
Fixed Income Channel

Vanguard’s BND Becomes First Bond ETF to Reach $100B in Assets

After an atrocious 2022, fixed income is clearly alive and well. Just look at the Vanguard Total...

CastleArk Enters ETF Market With Large Growth ETF CARK
News

CastleArk Enters ETF Market With Large Growth ETF CARK

CastleArk has entered the exchange-traded fund market with its debut ETF, the CastleArk Large...

Vanguard Increases Suite of Active Bond ETFs
Fixed Income Channel

Vanguard Builds Up Suite of Active Bond ETFs

Vanguard today announced the launch of one of two new active bond ETFs. The Vanguard Core-Plus...

Short-Term Treasuries Still Yield Over 5%
US Treasuries & TIPS Fixed Income Channel

Short-Term Treasuries Continue to Yield Over 5%

According to BondBloxx Co-Founder Joanna Gallegos, U.S. Treasuries have been a"great...

Invesco Adds 2 Funds to Their Smart Beta ETFs
Innovative ETFs Channel

Invesco Adds 2 Funds to Suite of Smart Beta ETFs

Invesco has launched two ETFs: one focused on strong and forecasted high dividend growth, and...

BMO Launches New Leveraged ETNs on the NYSE
News

BMO Launches MAX S&P 500 4X Leveraged ETNs on the NYSE

Bank of Montreal has launched 4X leveraged exchange-traded notes (ETNs) linked to the S&P 500...

Consider Treasury Investments Across Yield Curve
US Treasuries & TIPS Fixed Income Channel

Consider Diverse Treasury Investments Across the Yield Curve

Treasury yields are currently experiencing a 15-year high thanks to the Fed’s aggressive...

Fundamentals Remain Strong; Consider Muni ETFs
Fixed Income Channel

Consider Muni ETFs as Fundamentals Remain Strong

Valuations for municipal bonds are very attractive right now. And as yields remain strong, so do...

SP Funds Expands Sharia-Compliant ETFs With SPTE
News

SP Funds Expands Suite of Sharia-Compliant ETFs With SPTE

SP Funds has expanded its suite of Sharia-compliant ETFs with the SP Funds S&P Global...

XEMD Harvests Emerging Markets Bond Tax Losses
Institutional Income Strategies Channel

Harvest Emerging Markets Bond Tax Losses With XEMD

It’s the end of the year, so for investors, that means seeking tax-loss harvesting opportunities....

Innovator Lists December Power Buffer ETF IDEC
Goldman Sachs Lists 2 New Equity ETFs on the NYSE
News

Goldman Sachs Lists 2 New Equity ETFs on the NYSE

Goldman Sachs Asset Management has listed two new equity ETFs on the New York Stock Exchange. The...

Aztlan Invests in Nearshoring With NRSH
News

Aztlan Invests in Nearshoring With the NRSH ETF

Azltan is looking to capitalize on the trend of nearshoring with the launch of its latest fund on...

Considering the Bigger Picture and Value
Free Cash Flow Channel

Considering Value as Part of the Bigger Picture

Historically, value stocks have tended to outperform growth companies for nearly a century, based...

Macquarie Launches These 3 Active ETFs
News

Macquarie Launches 3 Active ETFs

Macquarie Asset Management has launched a suite of actively managed ETFs on the New York Stock...

Tax-Loss Harvesting Turns Lemons Into Lemonade
Fixed Income Channel

Turning Lemons Into Lemonade: The Power of Tax-Loss Harvesting

Tax-loss harvesting creates an opportunity every year for advisors to turn lemons into lemonade....

Counterpoint Debuts CPAI
News

Counterpoint Debuts AI-Driven Quantitative Equity ETF

Counterpoint Funds announced the launch of the Counterpoint Quantitative Equity ETF (CPAI C+)....

BondBloxx US Treasury ETFs Harvests Tax Losses
US Treasuries & TIPS Fixed Income Channel

Harvest Tax Losses Via BondBloxx US Treasury ETFs

With the end of the year approaching, it could be a good time to consider tax-loss harvesting to...

Commodities Struggled, But Bright Spots Exist
Commodities Channel

Commodities May Have Struggled, But Bright Spots Exist

Broad commodities have struggled this year. The S&P GSCI Index is down more than 5%...

JOET ETF Transferred by Virtus to NYSE
News

Virtus Transfers JOET ETF to NYSE

Virtus Investment Partners has transferred the Virtus Terranova U.S. Quality Momentum ETF (JOET B...

Tangible Results From Targeting Intangible Assets
Free Cash Flow Channel

See Tangible Results Targeting Intangible Assets

Over the years, many companies have transitioned from asset-heavy to asset-light business models,...

New YieldMax Option Income Strategy ETF on C3.ai
News

YieldMax Launches Option Income Strategy ETF on C3.ai

YieldMax announced the launch of the YieldMax AI Option Income Strategy ETF (AIYY B)on the New...

Diving Into the TIPS Intricacies
Fixed Income Channel

Diving Into the Intricacies of TIPS

While Treasury inflation-protected securities (TIPS) may seem complex and daunting, it’s...

TAN Capitalizes on the Surge in Solar Energy
Innovative ETFs Channel

Capitalize on the Surge in Solar Energy With TAN

While the environmental news continues to be dire and bleak, there’s a ray of light amidst the...

Why Profitable Companies Generate Free Cash Flow
Free Cash Flow Channel

Why Truly Profitable Companies Generate Excessive Free Cash Flow

Traditional value metrics like book value convey how much capital a company has invested in the...

As OpenAI Shake-Up Sparks Interest, Consider IGPT
Innovative ETFs Channel

Consider IGPT as OpenAI Shake-Up Sparks Investor Interest in AI

You don’t need us to tell you it’s been quite a whirlwind for artificial intelligence (AI). But...

Ward Against Negative Surprises With Treasury ETFs
US Treasuries & TIPS Fixed Income Channel

Cushion Against Negative Surprises With Treasury ETFs

While the much-ballyhooed recession hasn’t yet reared its ugly head, it could still pop up and...

How Dividend Growth & Free Cash Flow Pair Together
Free Cash Flow Channel

How Dividend Growth & Free Cash Flow Go Hand in Hand

Dividend strategies have been popular for years. Arguably, the source of those sustainable...

Dividend Growth and Free Cash Flow Go Hand in Hand
Free Cash Flow Channel

Dividend Growth and Free Cash Flow Go Hand in Hand

Dividend strategies have been popular for years. Arguably, the source of those sustainable...

First Trust Converts Equity Income Fund to AGQI ETF
News

First Trust Converts Dynamic Europe Equity Income Fund to AGQI ETF

First Trust Advisors (FTA) has converted the First Trust Dynamic Europe Equity Income Fund (FDEU)...

With VFLO’s Growth Filter, Avoid Value Traps
Free Cash Flow Channel

Avoid Value Traps With VFLO’s Growth Filter

Warren Buffett once wrote: “Growth is always a component in the calculation of value.”1 This...

Seek Tax-Loss Harvesting Within Fixed Income ETFs
Fixed Income Channel

Seek Tax-Loss Harvesting Opportunities Within Fixed Income ETFs

The recession that many had predicted for the U.S. this year has thus far not happened. In fact,...

How Growth and Value Go Hand in Hand
Free Cash Flow Channel

How Growth & Value Go Hand in Hand

Free cash flow (FCF) represents the cash a company generates after accounting for cash payments...

Growth and Value Go Hand in Hand
Free Cash Flow Channel

Growth and Value Go Hand in Hand

Free cash flow (FCF) represents the cash a company generates after accounting for cash payments...

Fed Gives Mixed Messages on Rate Hikes
US Treasuries & TIPS Fixed Income Channel

Are Rate Hikes in the Past? The Fed’s Giving Mixed Messages

Is the Federal Reserve nearing the end of its rate-hiking cycle? The U.S. central bank is giving...

BondBloxx and IR+M Launch Tax-Aware Short Duration ETF
Institutional Income Strategies Channel

BondBloxx, IR+M to Launch Tax-Aware Short Duration ETF

BondBloxx filed a registration statement for the BondBloxx IR+M Tax-Aware Short Duration ETF,...

Does Free Cash Flow Redefine Assessing Company Value?
Free Cash Flow Channel

Does Free Cash Flow Redefine Assessing Company Value?

Many use market capitalization to gauge a company’s valuation and growth potential. However, ...

SDCP Targets Short-Duration Debt From Multiple Sectors
The Many Benefits of Emerging Markets Debt
Institutional Income Strategies Channel

The Many Benefits of Emerging Markets Debt

While the headlines for emerging markets (EM) weren’t great in 2022, things have picked up since...

Xtrackers by DWS Launches CRTC
News

Xtrackers by DWS Launches US National Critical Technologies ETF

DWS announced today the listing of a new exchange traded fund, the Xtrackers US National Critical...

SoFi's New Enhanced Income ETF THTA
News

SoFi's New Enhanced Income ETF THTA

SoFi has launched its latest ETF, the SoFi Enhanced Yield ETF (NYSE Arca: THTA), on the New York...

Amplify ETFs & Samsung AM Launch Active ETF SOF
News

Amplify ETFs & Samsung AM Launch Active ETF SOF

Amplify ETFs launched the Amplify Samsung SOFR ETF (NYSE Arca: SOF) in partnership with Samsung...

Jeremy Grantham and GMO Launch First ETF: QLTY
News

Jeremy Grantham and GMO Launch First ETF: QLTY

Global investment firm GMO today launched its first exchange-traded fund, the GMO U.S. Quality...

Surprising Safety in Big Tech Stocks
ETF Education Channel

Big Tech Stocks Offer Surprising Safety

Beyond cash, finding “safe” investments is not an easy task. It’s one made more difficult when...

Under VFLO's Hood
Free Cash Flow Channel

Under the Hood of VFLO

Free cash flow (FCF) represents the cash a company generates after accounting for cash payments...

SPQ Adds QIS Overlay to Core US Equity Exposure
News

Simplify's SPQ Adds QIS Overlay to Core US Equity Exposure

Simplify Asset Management has expanded its fund lineup with the new Simplify US Equity PLUS QIS...

Utilize U.S. Treasury ETFs for Tax-Loss Harvesting Opportunities
US Treasuries & TIPS Fixed Income Channel

Utilize U.S. Treasury ETFs for Tax-Loss Harvesting Opportunities

With the end of the year rapidly approaching, it’s time again to consider tax-loss harvesting...

Avantis Rolls Out 3 New Active Equity ETFs
Core Strategies Channel

Avantis Rolls Out 3 Active Equity ETFs

American Century Investments subsidiary Avantis Investors has listed three new active equity ETFs...

Janus Henderson Launches JSI
News

Janus Henderson Launches Active Securitized Income ETF

Janus Henderson Investors has launched an active ETFs that covers almost the entire U.S....

Global X Grows Income Suite With EMCC
News

Global X Grows Income Suite With EMCC

Global X ETFs has launched a new covered call ETF on the New York Stock Exchange. The Global X...

First Trust Grows Active Fixed Income ETF Lineup
News

First Trust Grows Active Fixed Income ETF Lineup

First Trust Advisors has launched an active fixed income ETF, the First Trust Core Investment...

Qraft Technologies' New AI-Powered ETF for U.S. Large-Caps
News

Qraft Technologies' New AI-Powered ETF for U.S. Large-Caps

Qraft Technologies has partnered with LG AI Research to launch an AI-powered ETF that invests in...

Simplify Rolls Out New MBS ETF
News

Simplify Rolls Out New MBS ETF

Simplify Asset Management has launched its latest exchange-traded fund, the Simplify MBS ETF....

The Bahnsen Group Debuts Dividend ETF
News

The Bahnsen Group Debuts Dividend ETF

Wealth management firm The Bahnsen Group (TBG) today announced the launch of the TBG Dividend...

Gotham Aims to Short Stocks Via SHRT
News

Gotham Looks to Short Stocks Via SHRT

Gotham Asset Management is looking to short midcap and large-cap stocks with its latest exchange...

Invest in the Market’s Momentum With SPMO
Innovative ETFs Channel

Invest in the Market’s Momentum – and NVIDIA’s – With SPMO

Markets kicked off the week gaining on the momentum of last week’s strong performance. One stock...

Ending(?) Rate Hike Cycle: Good News for Bond Funds
ETF Investing Channel

Ending(?) Rate Hike Cycle: Good News for Bond Funds

If the Federal Reserve isn’t done raising interest rates, many advisors believe they’re at least...

SRHR Uses Covered Call Strategy on REITs
News

SRHR Uses Covered Call Strategy on Growth-Oriented REITs

SRH Funds has launched the SRH REIT Covered Call ETF (SRHR B-). The actively managed ETF targets...

Dimensional's New Active Large-Cap Fund DFVX
News

Dimensional's New Active Large-Cap Fund DFVX

Dimensional Fund Advisors has expanded its lineup of ETFs with the Dimensional US Large Cap...

John Hancock Investment Management Broadens ETF Lineup
News

John Hancock Investment Management Expands ETF Lineup

John Hancock Investment Management has expanded its lineup of exchange-traded funds with the...

Kingsbarn Invests in BDCs & REITs With DVDN
News

Kingsbarn Invests in BDCs & REITs With DVDN

Alternative asset manager Kingsbarn Capital Management launched the actively managed Kingsbarn...

ProShares Launches SETH, Short Ether-Linked ETF
News

ProShares Launches World’s First Short Ether-Linked ETF

ProShares announced the launch of the ProShares Short Ether Strategy ETF (SETH ), the world’s...

Roundhill Looks to“Recession Kings” With KNGS ETF
News

Roundhill Targets “Recession Kings” With KNGS ETF

Roundhill Investments is investing in the “Recession Kings” of the market with its latest ETF....

The Advantages of Active Fixed Income Investing
Fixed Income Channel

The Advantages of Active Fixed Income Investing

More investors are turning to active management for their fixed income exposure. In a poll...

Innovator Lists INOV, November Buffer ETF
Defiance ETFs’ IWMY Uses Daily Options on Russell 2000
News

Defiance ETFs’ Active IWMY Uses Daily Options on Russell 2000

Defiance ETFs has expanded its lineup of enhanced income options ETFs with the launch of the ...

First Trust Invests in Human Dignity With FTHF
News

First Trust Invests in Human Dignity With New Emerging Markets ETF

First Trust Advisors has launched a new ETF that invests in companies from emerging markets that...

Choose High Yield Entry Points With Precision
Institutional Income Strategies Channel

When Allocating to High Yield, Choose Your Entry Points With Precision

U.S. high yield has rebounded in the first half of 2023. This comes after experiencing the worst...

Advisors to Up Allocation to Fixed Income ETFs
Fixed Income Channel

Advisors to Up Allocation to Fixed Income ETFs Ahead of 2024

Advisors plan to allocate more to fixed income ETFs as 2024 approaches. In a poll conducted by...

Passive or Active ETFs: Why Not Both?
Active ETF Channel

Passive or Active ETFs: Why Not Both?

Active ETFs have been recently gaining momentum among investors as market conditions shift to...

TCHP Surpasses Growth Indexes in 1H23
Active ETF Channel

TCHP Surpasses Growth Indexes in 1H23

Prior to June 2020, investors interested in active U.S. large‑cap growth ETF strategies had few...

YieldMax Boosts Fund Suite With MRNY
News

YieldMax Boosts Fund Suite With MRNA Option Income Strategy ETF

In the immortal words of OK Go, here it goes again. YieldMax continues to dole out its...

Intangible Assets IP Drive Profitability Free Cash Flow
Free Cash Flow Channel

Intangible Assets and IP Drive Profitability – and Free Cash Flow

Free cash flow (FCF) is the cash a business has left over after it has paid its capital...

Active ETFs Gain Momentum, Outperforming Passive Peers
Active ETF Channel

Active ETFs Gain Momentum, Outperforming Passive Peers

Passive ETFs are cheaper and more popular than their active counterparts. However, there are...

American Century Transfers Debut ETFs to the NYSE
Core Strategies Channel

American Century Transfers Debut Semi-Transparent ETFs to the NYSE

American Century Investments has transferred its first two semi-transparent ETFs to hit the...

BlackRock Rolls Out Target Date ETFs

BlackRock Rolls Out Target Date ETFs

BlackRock has launched a suite oftarget date ETFs on the New York Stock Exchange.

Morgan Stanley Launches Five Active ETFs
ETF Yield Channel

Morgan Stanley Launches Five Active ETFs

Morgan Stanley Investment Management listed five new active ETFs on NYSE Arca. The ETFs span...

Check Out Short- and Intermediate-Term Bonds ETFs
Fixed Income Channel

Check Out Short- and Intermediate-Term Bonds ETFs

While the U.S. bond market continues to show signs of struggle this year, investors should still...

Why Active Management Begins to Outshine Passive Funds
Active ETF Channel

Why Active Management Is Beginning to Outshine Passive Funds

The debate between active and passive management has been going on for years. And while active...

Americans Keep Investing in Treasuries
US Treasuries & TIPS Fixed Income Channel

Americans Keep Investing in Treasuries

Investors looking to take advantage of high yields have been going on a buying spree with U.S....

XEMD Targets High-Performing Emerging Markets Debt
Institutional Income Strategies Channel

Target High-Performing Emerging Markets Debt With XEMD

Emerging markets debt has been a top fixed income performer for the third quarter, according to...

CGRO Takes ‘America First’ Approach to China Investing
News

CGRO Takes ‘America First’ Approach to Investing in China

When it comes to investing in China, Core Values Alpha (CVA) will take an “America-first approach...

Neuberger Berman Lists China Equity, Real Estate ETFs
News

Neuberger Berman Lists China Equity and Global Real Estate ETFs

Neuberger Berman has converted two actively managed mutual funds to ETFs. The Neuberger Berman...

JPMorgan Actively JBNDs the Rules of Bond Investing
News

JPMorgan Looks to Actively JBND the Rules of Bond Investing

J.P. Morgan Asset Management has expanded its suite of active ETFs with the JPMorgan Active Bond...

Another YieldMax ETF to Make You Go SQY
News

Another YieldMax ETF to Make You Go SQY

So, apparently YieldMax simply won’t stop. YieldMax announced the launch today of the YieldMax SQ...

Investors Pour Cash Into Treasury ETFs
Fixed Income Channel

Investors Pour Cash Into Treasury ETFs

Investors are pumping cash into fixed income exchange traded funds, particularly into Treasury...

High Yield Outperforms All Other Fixed Income
Institutional Income Strategies Channel

High Yield Outperforms All Other Fixed Income

While fixed income markets dipped last month, U.S. high yield led returns within the asset class....

Treasury Yields of Varying Durations Stay Around 5%
US Treasuries & TIPS Fixed Income Channel

Treasury Yields of Varying Durations Stay Around 5%

Interest rates continued to climb in September, with Treasury yields of varying durations...

RELAX Time Is Over; FundX Has Some New Active ETFs
News

RELAX Time Is Over; FundX Has Some New Active ETFs

FundX has converted two of its mutual funds into active ETFs. The FundX Flexible Income Fund is...

USCF Lists Aluminum Strategy ETF, ALUM
News

USCF Lists Aluminum Strategy ETF, ALUM

USCF has launched the USCF Aluminum Strategy Fund on the New York Stock Exchange. The actively...

Goldman Sachs Launches Small Cap Core Equity ETF
News

Goldman Sachs Launches Small Cap Core Equity ETF

The Goldman Sachs Small Cap Core Equity ETF (GSC C+) began trading on the New York Stock...

Arch Indices Launches New Debut ETF, the Multi-Asset VWI
News

Arch Indices Launches New Debut ETF, the Multi-Asset VWI

Arch Indices has launched its debut exchange traded fund today that seeks to meet long-term...

Healthcare Takes Center Stage in the VFLO Index
Free Cash Flow Channel

Sectors Like Healthcare Take Center Stage in the VFLO Index’s Pursuit of Value

Free cash flow (FCF) is the cash a company has after paying its capital expenditures. Its use is...

How Enterprise Value Pictures Free Cash Flow
Free Cash Flow Channel

Why Enterprise Value Paints a Fuller Picture of a Company’s Free Cash Flow

Free cash flow (FCF) is the cash a company has after it’s paid its capital expenditures. It’s...

BondBloxx: High Yield Remains Resilient Going Into 2024
Institutional Income Strategies Channel

BondBloxx: High Yield to Remain Resilient Going Into 2024

With 2024 just around the corner, the odds of a deep recession hitting the U.S. in 2023 has...

Calamos Launches Convertible Equity Alternative ETF
News

Calamos Launches Convertible Equity Alternative ETF

Calamos Investments today announced the launch of the Calamos Convertible Equity Alternative ETF...

Sovereign’s Fund Invests in "Spiritually Integrated"
News

Sovereign’s Fund Invests in "Most Spiritually Integrated" Companies

Sovereign’s Capital has launched an active ETF targeting companies deemed the issuer considers to...

Zacks Actively Seeks Stocks With SMIZ ETF
News

Zacks Actively Seeks Small and Mid Cap Stocks With SMIZ ETF

Zacks Investment Management has launched its second actively managed ETF. The Zacks Small and Mid...

Shutdown Avoided! Now Buy Some Treasuries
Fixed Income Channel

Shutdown Avoided! Now Buy Some Treasuries

On Friday, many considered a government shutdown to be inevitable. But late Saturday night,...

The U.S. Government Didn’t Shut Down, Treasury Yields Are Now Up
US Treasuries & TIPS Fixed Income Channel

The U.S. Government Didn’t Shut Down, Treasury Yields Are Now Up

U.S. Treasury yields rose on Monday after Congress passed a stopgap funding bill on Saturday to...

Bitwise Launches 2 Ethereum-Themed ETFs
Crypto Channel

Bitwise Launches 2 Ethereum-Themed ETFs

The deluge of new cryptocurrency ETFs continues. Bitwise Asset Management announced today the...

3 New ProShares Crypto ETFs, With 1 Ether Focused Fund
Crypto Channel

ProShares Launches 3 Crypto ETFs, Including Ether Focused Fund

It’s Moving Day for cryptocurrency ETFs. ProShares has launched three crypto ETFs, including the...

J.P. Morgan Launches Hedged Equity Laddered Overlay ETF
News

Oh, HELO: J.P. Morgan's New Hedged Equity Laddered Overlay ETF

J.P. Morgan Asset Management today announced the launch of a new actively managed hedged equity...

Capture the Super-Cycle of AI With IGPT
Innovative ETFs Channel

Capture the Super-Cycle of AI Through IGPT

Artificial intelligence (AI) has been a game changer in the investment world (and many other...

Today's Economy is a Gift to High Yield
Institutional Income Strategies Channel

Today's Economy is a Gift to High Yield

Many Wall Street observers and insiders had predicted that a recession would hit the U.S. this...

BlackRock Lists Active Equity Premium Income ETF
News

BlackRock Lists Active Equity Premium Income ETF

BlackRock today announced the launch of the BlackRock Advantage Large Cap Income ETF (BALI A-) on...

Avantis Launches U.S. Large Cap Equity ETF AVLC
Core Strategies Channel

Avantis Launches U.S. Large Cap Equity ETF

Avantis Investors has launched the Avantis U.S. Large Cap Equity ETF (AVLC A-) on the New York...

Capital Group Launches 5 New Active ETFs
News

Capital Group Launches 5 New Active ETFs

Capital Group has launched five active exchange traded funds (ETFs) today on the New York Stock...

Vanguard to Launch 2 Active ETFs Later This Year
Fixed Income Channel

Vanguard to Launch 2 Active Fixed Income ETFs Later This Year

Vanguard plans to launch two active fixed income ETFs at the end of the year. They are the...

Worried About a Recession? Consider HDUS
Multifactor Channel

Worried About a Recession But Still Want Equities? Consider HDUS

Contrary to what many prestidigitators had predicted, the U.S. has not yet fallen into recession....

Dimensional Launches Ultrashort and World Equity ETFs
News

Dimensional Launches Ultrashort Fixed Income and World Equity ETFs

Dimensional Fund Advisors listed the Ultrashort Fixed Income ETF (DUSB A+) and World Equity ETF (...

Why Investors Are Gravitating Toward Active Management In 2023
Market Insights Channel

Why Investors Are Gravitating Toward Active Management In 2023

Active management in ETFs are gaining market share in 2023, as leading managers bring their best...

Even During Up Markets, Investors Can Harvest Losses
Direct Indexing Channel

Investors Can Harvest Losses Even During Up Markets

Proponents of direct indexing services have been touting its tax-loss harvesting abilities for...

GGM Targets Sectors and Styles for Macroeconomic Environments
News

GGM Targets Sectors and Styles for Macroeconomic Environments

GGM Wealth Advisors has launched an active ETF that aims to beat the market through a full...

YieldMax Launches Paypal Option Income Strategy ETF
News

YieldMax Launches Option Income Strategy ETF For PayPal

YieldMax just won’t stop. The ETF brand has expanded its lineup of single-stock synthetic covered...

Bond Yields Rise as Economy Remains Resilient
Fixed Income Channel

Bond Yields Keep Rising as Economy Remains Resilient

Despite the Fed’s aggressive monetary tightening and the regional banking crisis earlier this...

XTEN Captures High Yields From Long-Term Treasuries
US Treasuries & TIPS Fixed Income Channel

Capture High Yields From Long-Term Treasuries With XTEN

Many fixed income investors have started venturing out along the yield with Treasuries as yields...

Screen and Tilt Stocks With Direct Indexing
Direct Indexing Channel

Screen Out and Tilt in Stocks to Your Liking With Direct Indexing

Say an investor wants to track the performance of the Russell 2000 but doesn’t want any gambling...

Lock in High Yields for Longer With VCLT
Fixed Income Channel

Lock in Some High Yields for Longer With VCLT

With money market funds yielding 5%, many advisors have been leaning on short-term money market...

Matthews Asia Launches 5 New Emerging Market ETFs
News

Matthews Asia Launches 5 New Active Emerging Market ETFs

Matthews Asia has launched five new actively managed emerging market ETFs on the New York Stock...

There’s Value in Dividend ETFs. Here's Where to Look
Equity ETF Channel

There’s Value in Dividend ETFs. Investors Just Need to Know Where to Look

Broad-based dividend strategies haven’t performed very well in 2023. But panelists at VettaFi’s...

BlackRock Expands iBonds ETFs With TIPS ETF Suite
News

BlackRock Adds to iShares iBonds ETFs With TIPS ETF Suite

After launching five iShares ETFs that invest in U.S. Treasury inflation-protected securities,...

Tax Loss Harvesting: No Longer Just for the Wealthy
Direct Indexing Channel

Tax Loss Harvesting Is No Longer Just for the Ultra Wealthy

Ultra high net worth investors have been using direct indexing to reduce their annual tax bill...

VanEck’s DESK Targets Office and Commercial REITs
Beyond Basic Beta Channel

VanEck’s DESK ETF Targets Office and Commercial REITs

VanEck has launched a new ETF that aims to provide concentrated exposure to the U.S. office...

AllianceBernstein Launches U.S. Strategic Equities ETF
News

AllianceBernstein Launches U.S. Large-Cap Strategic Equities ETF

AllianceBernstein announced the launch of the AB U.S. Large Cap Strategic Equities ETF (LRGC ) on...

Consider This Way to Increase Fixed Income Allocation
Fixed Income Channel

Consider This Tax-Efficient Way to Increase Your Fixed Income Allocation

Tax-equivalent yields on municipal bonds are at higher levels than seen in years. Plus, thanks to...

New Defiance ETF JEPY Augments S&P 500 Income
News

New Defiance ETF JEPY Uses Daily Options to Augment S&P 500 Income

Defiance ETFs has launched an actively managed “zero day to expiry” (0DTE) ETF on the...

Boost Clients’ After-Tax Returns With Direct Indexing
Direct Indexing Channel

Boost Clients’ After-Tax Returns With Direct Indexing

Tax-loss harvesting involves selling underperforming stocks at a loss, then using the proceeds to...

BondBloxx Launches High Yield Bond ETF
Institutional Income Strategies Channel

BondBloxx Launches High Yield Bond Sector Rotation ETF

BondBloxx Investment Management has launched the BondBloxx USD High Yield Bond Sector Rotation...

YieldMax Launches Option Income Strategy ETF
News

YieldMax Launches Option Income Strategy ETF on Advanced Micro Devices

YieldMax has launched the YieldMax AMD Option Income Strategy ETF (AMDY B+) on the New York Stock...

Think About Treasury ETFs as Yields Rise
US Treasuries & TIPS Fixed Income Channel

Think About Treasury ETFs as Yields Rise

U.S. Treasury yields rose on Monday in advance of the Federal Reserve preparing to meet this...

Build Around Existing Positions With Direct Indexing
Direct Indexing Channel

Build Around Existing Positions With Direct Indexing

Direct indexing is a separately managed account designed to replicate the performance of an...

Bahl & Gaynor Launches Active Income Growth ETF
News

Bahl & Gaynor Launches Active Income Growth ETF

The Bahl & Gaynor Income Growth ETF (NYSE Arca: BGIG) began trading on the New York Stock...

High Yield Did Well Across Most Sectors in August
Institutional Income Strategies Channel

High Yield Did Well Across Most Sectors in August

High yield did well across multiple sectors in the U.S., according to the BondBloxx Fixed Income...

BlackRock Lists Five iShares TIPS ETFs
News

BlackRock Lists Five iShares TIPS ETFs

BlackRock has launched five iShares ETFs that invest in U.S. Treasury Inflation-Protected...

Direxion's Nvidia Single Stock Leveraged & Inverse ETFs
Leveraged & Inverse ETF Channel

Direxion Launches New Nvidia Single Stock Leveraged and Inverse ETFs

Direxion today launched the Direxion Daily NVDA Bull 1.5X Shares (NVDU) and the Direxion Daily...

Munis Set to Have a Strong Year
Fixed Income Channel

Munis Set to Have a Strong Year

Municipal bonds are on track to have a strong 2023. According to Steve McFee, a senior portfolio...

Companies With Strong Free Cash Flow Are Often Self-Sufficient
Free Cash Flow Channel

Companies With Strong Free Cash Flow Are Often Self-Sufficient

Many investors often use earnings to measure a company’s profitability. But high free cash flow...

A Company’s Value is Based on its Future Free Cash Flow
Free Cash Flow Channel

A Company’s Value is Based on its Future Free Cash Flow

While free cash flow (FCF) may arguably be a better metric than earnings or income to gauge a...

Investors Enjoy Direct Indexing’s Tax-Loss Harvesting
Direct Indexing Channel

More Investors Can Enjoy Direct Indexing’s Tax-Loss Harvesting Capability

Once, direct indexing was something reserved for ultra-high-net-worth investors. It was...

Dimensional Seeks U.S. Core Equities With DCOR
News

Dimensional Seeks U.S. Core Equities With DCOR

Dimensional has launched the Dimensional US Core Equity 1 ETF (NYSE Arca: DCOR) on the New York...

Global X Adds to Thematic Suite With Defense Tech ETF Launch
News

Global X Adds to Thematic Suite With Defense Tech ETF Launch

Global X ETFs today announced the launch of the Global X Defense Tech ETF (NYSE Arca: SHLD). SHLD...

High Yield Still Brings the High Returns
Institutional Income Strategies Channel

High Yield Still Brings the High Returns

High yield continues to live up to its name. In fact, it was the only major fixed income asset...

SPDR Portfolio S&P Sector Neutral Dividend ETF Launches
News

State Street Launches SPDR Portfolio S&P Sector Neutral Dividend ETF

State Street Global Advisors announced the launch of the SPDR Portfolio S&P Sector Neutral...

YieldMax Writes Call Options on JPMorgan Chase With New ETF
News

YieldMax Writes Call Options on JPMorgan Chase With New ETF

YieldMax has expanded its fund lineup with the launch of the YieldMax JPM Option Income Strategy...

Short-Term Treasury ETFs See Major Inflows
US Treasuries & TIPS Fixed Income Channel

Short-Term Treasury ETFs See Major Inflows

Two of BondBloxx Investment Management’s eight duration-specific U.S. Treasury ETFs have brought...

Get Intermediate Fixed Income Exposure With BIV, VCIT, and VGIT
Fixed Income Channel

Get Intermediate Fixed Income Exposure With BIV, VCIT, and VGIT

A total of $45.9 billion flowed into fixed income strategies in the second quarter. And much of...

Check Out Direct Indexing for Customized Portfolios
Direct Indexing Channel

Check Out Direct Indexing for Customized Portfolios

Investors are increasingly turning to direct indexing accounts to create customized portfolios....

Vanguard Personalized Indexing's Tax-Loss Harvesting
Direct Indexing Channel

Vanguard's Personalized Indexing's Tax-Loss Harvesting Capability

Investors are increasingly turning to direct indexing services like Vanguard Personalized...

Longer Treasury ETFs Could Help if a Recession Does Occur
Fixed Income Channel

Longer Treasury ETFs Could Help if a Recession Does Occur

Vanguard has forecasted that inflation will remain sticky, so the U.S. central bank will continue...

The Heights of Allocations for Material Risk/Returns
Institutional Income Strategies Channel

The Heights of Allocations for Material Risk/Returns

U.S. high yield rebounded this year after experiencing the worst total return year in 2022 since...

F/m Investments Launches New Opportunistic Income ETF
News

F/m Investments Launches New Opportunistic Income ETF

Diffractive Managers Group subsidiary F/m Investments LLC has launched the F/m Opportunistic...

Take Advantage of Direct Indexing's Tax-Loss Harvesting
Direct Indexing Channel

Investors Can Take Advantage of Direct Indexing's Tax-Loss Harvesting

Direct indexing used to be reserved for the “ultra, ultra-high-net-worth investor,” as Vanguard’s...

Madison Grows Active Lineup With Short-Term Income ETF
News

Madison Grows Active Lineup With Short-Term Income ETF

Madison Investments has launched the Madison Short-Term Strategic Income ETF on the New York...

iMGP & Polen Capital Launch Active Global Growth ETF
News

iMGP & Polen Capital Launch Active Global Growth ETF

iM Global Partner (iMGP) and Polen Capital have partnered to launch Polen’s first actively...

Emerging Markets Debt May Help ‘Rainy Day Exposure’
Fixed Income Channel

Vanguard: Emerging Markets Debt May Help ‘Rainy Day Exposure’

Investment grade emerging markets debt could be good “rainy day exposure” if the U.S. falls into...

Enter Treasury Yield Curve Based on Risk Tolerance
US Treasuries & TIPS Fixed Income Channel

Enter Treasury Yield Curve Based on Risk Tolerance

Higher yields in U.S. Treasuries have drawn more investors to the asset class. According to...

Have a High Level of Customization With Direct Indexing
Direct Indexing Channel

Have a High Level of Customization With Direct Indexing

Direct indexing is a separately managed account designed to replicate the performance of a chosen...

Innovator Lists New September Buffer ETF
News

Innovator Lists New September Buffer ETF

Innovator Capital Management has launched the Innovator International Developed Power Buffer ETF...

AllianzIM Launches New September Buffered ETFs
News

AllianzIM Launches New September Buffered ETFs

Allianz Investment Management LLC (AllianzIM) announced today the launch of its latest series of...

YieldMax Writes Call Options on Exxon Mobil With XOMO
News

YieldMax Writes Call Options on Exxon Mobil With XOMO

YieldMax has expanded its fund lineup with the launch of the YieldMax XOM Option Income Strategy...

“Anti-Woke” Firm Targets National Security With New ETF
News

“Anti-Woke” Firm Targets National Security With New ETF

Strive Asset Management, the fund manager launched by businessman-turned-aspiring-rapper Vivek “...

American Beacon Targets Global Trends With AHLT
News

American Beacon Targets Global Trends With AHLT

American Beacon Advisors announced the launch of its debut exchange traded fund: the American...

Nadig on AI: “We Should Be in That Critical Learning Phase”
Artificial Intelligence Channel

Nadig on AI: “We Should Be in That Critical Learning Phase”

When it comes to AI, VettaFi’s financial futurist Dave Nadig said that thanks to ChatGPT, “we’re...

Tax-Loss Harvesting Is Important in Direct Indexing
Direct Indexing Channel

Tax-Loss Harvesting Is Important in Direct Indexing

Tax-loss harvesting involves selling underperforming stocks at a loss and then using the proceeds...

Looking Past the Big Names For AI Opportunities
Artificial Intelligence Channel

Looking Past the Big Names For AI Opportunities

When discussing artificial intelligence, the large companies like Microsoft, Tesla, or NVIDIA...

Segall Bryant & Hamill's USSE Targets Growth Potential
News

Segall Bryant & Hamill Targets Superior Growth Potential With USSE

Segall Bryant & Hamill Asset Management has launched the actively managed Segall Bryant &...

Opportunities Within Direct Indexing Accounts
Direct Indexing Channel

Opportunities Within Direct Indexing Accounts

With a mutual fund or ETF, investors own shares of a basket of securities that tracks an index...

Madison’s New MAGG ETF Targets Fixed Income Securities
News

Madison’s New MAGG ETF Targets Fixed Income Securities

Madison Investments has expanded its suite of actively managed, income-driven ETFs with the ...

Mitigate Tax Bills With Tax-Loss Harvesting
Direct Indexing Channel

Mitigate Tax Bills With Tax-Loss Harvesting

As Benjamin Franklin — you know the guy — once said, “in this world, nothing is certain except...

AXS Investments' RINC Targets Mortgage REITS
News

AXS Investments' RINC Targets Mortgage REITS

AXS Investments has launched an ETF that targets publicly traded mortgage REITs (mREITs) that own...

How Free Cash Flow Reliably Shows a Sector’s Profitability
Free Cash Flow Channel

How Free Cash Flow Reliably Shows a Sector’s Profitability

Free cash flow (FCF) is the cash a business has left over after it has paid its capital...

KraneShares Launches Emerging Markets Strategy ETF
China Insights Channel

KraneShares Launches New Dynamic Emerging Markets Strategy ETF

Krane Funds Advisors (KraneShares) has launched the actively managed KraneShares Dynamic Emerging...

YieldMax Launches Option Income Strategy ETFs
News

YieldMax Launches Option Income Strategy ETFs for Disney and Microsoft

YieldMax has launched two new active ETFs that seek to generate monthly income via a synthetic...

FCFY Targets Companies With High Free Cash Flow Yield
News

First Trust's FCFY Targets Companies With High Free Cash Flow Yield

First Trust Advisors has launched a new ETF that invests in large-cap companies with high free...

Why Price-To-Book Ratio Doesn’t Reflect True Value
Free Cash Flow Channel

Why Price-To-Book Ratio Doesn’t Reflect True Value

Many value indexes rely on antiquated and less effective measures of value. For example, a...

The Countless Benefits of Direct Indexing
Direct Indexing Channel

The Countless Benefits of Direct Indexing

A direct indexing portfolio is a separately managed account where the investor owns individual...

VanEck Launches New Constant Maturity Commodity Strategy ETF
Beyond Basic Beta Channel

VanEck Launches New Constant Maturity Commodity Strategy ETF

VanEck today announced the launch of the VanEck CMCI Commodity Strategy ETF (CMCI) on the Cboe...

Roundhill Launches a New Global Luxury ETF
News

Roundhill Launches a New Global Luxury ETF

Roundhill Investments launched the Roundhill S&P Global Luxury ETF (NYSE Arca: LUXX), which...

Congress Asset Management's New Equity Growth ETFs
News

Congress Asset Management's New Equity Growth ETFs

Congress Asset Management Company has launched two active equity growth ETFs on the New York...

Madison Investments' New Active Covered Call ETF
News

Madison Investments' New Active Covered Call ETF

A week after launching its debut exchange traded fund, Madison Investments has listed a new...

Free Cash Flow Avoids Hollywood Accounting
Free Cash Flow Channel

Free Cash Flow Avoids Hollywood Accounting

In the entertainment industry, there’s a term known as “Hollywood accounting.” It is the practice...

In High Yield, Credit Rating Category Positioning Matters
Institutional Income Strategies Channel

In High Yield, Credit Rating Category Positioning Matters

Issuers of high yield bonds remain resilient going into the second half of 2023, with their...

Target Future Solid Growth Companies With Free Cash Flow
Free Cash Flow Channel

Target Future Solid Growth Companies With Free Cash Flow

It’s important to remember that many of today’s best-performing growth stocks were once...

Focus on Free Cash Flow to Find Growth Leaders
Free Cash Flow Channel

Focus on Free Cash Flow, Not Indexes, to Find Growth Leaders

Growth indexes may not necessarily be the best way to find the next growth leaders. When seeking...

Within High Yield, Consider Sector Positioning
Institutional Income Strategies Channel

Consider Sector Positioning Within High Yield in 2H23

After an historically bad year for bonds in 2022, high yield bond issuers entered 2023 from a...

How Direct Indexing Is Becoming More Accessible
Direct Indexing Channel

How Direct Indexing Is Becoming More Accessible

Direct indexing was a service that used to be reserved only for the ultra-high-net-worth investor...

Checking Under the Hood of Direct Indexing
Direct Indexing Channel

Checking Under the Hood of Direct Indexing

Direct indexing is a separately managed account that attempts to replicate the performance of an...

Academy's CIO: VETZ Does Right for Veterans
News

Academy’s CIO on VETZ Doing the Right Thing for Veterans

Disabled veteran-owned and operated manager Academy Asset Management on Wednesday launched its...

DGA's New ETF Tracks Global Price Momentum Changes
News

DGA's New ETF Tracks Global Price Momentum Changes

Days Global Advisors has listed the actively managed DGA Absolute Return ETF (NYSE Arca: HF) on...

First Trust Launches Active Intermediate ETFs
News

First Trust Issues 2 Active Intermediate Fixed Income ETFs

First Trust Advisors has launched two new actively managed intermediate fixed income ETFs on the...

Bondbloxx Passes $2 Billion in Assets
Institutional Income Strategies Channel

BondBloxx Exceeds $2 Billion in Assets

BondBloxx Investment Management continues to grow at a rapid pace in a short time. The fixed...

Reduce Concentrated Positions With Personalized Indexing
Direct Indexing Channel

Reduce Concentrated Positions With Personalized Indexing

There are several different reasons why an investor has developed concentrated positions within...

VETZ Invests in Loans to Service Members, Veterans
News

VETZ ETF Invests in Loans to Veterans and Service Members

Academy Asset Management on Wednesday launched the Academy Veteran Impact ETF (VETZ ) on the New...

A Case Study of Direct Indexing
Direct Indexing Channel

Direct Indexing: A Case Study

Direct indexing is a separately managed account that attempts to replicate the performance of an...

AllianzIM Reveals August Buffered ETF Series
News

AllianzIM Unveils August Buffered ETF Series

Allianz Investment Management (AllianzIM) has launched its latest series of Buffered ETFs. The...

NYSE’s ETF Leaders: HANetf’s McNeil
News

NYSE’s ETF Leaders: HANetf’s Hector McNeil

European ETF firm HANetf is looking to bring the best of what’s happening in the U.S. market to...

YieldMax Launches New Synthetic Covered Call ETFs
News

YieldMax Launches Synthetic Covered Call ETFs for Meta, Google

YieldMax continues to expand its lineup of exchange-traded funds with the launch of two new...

Reflect Clients' Values with Direct Indexing Screens
Direct Indexing Channel

Use Direct Indexing’s Screens and Tilts to Reflect Clients’ Values

Investors are increasingly wanting to customize their portfolios in a way that aligns with their...

NYSE’s ETF Leaders: Bryon Lake of J.P. Morgan
News

NYSE’s ETF Leaders: Bryon Lake of J.P. Morgan

JP Morgan’s global head of ETF solutions Bryon Lake said that “everybody had a challenging year”...

PGIM's New AAA CLO, Short-Duration Multi-Sector ETFs
News

PGIM's New AAA CLO, Short-Duration Multi-Sector ETFs

PGIM, the $1.2 trillion investment management arm of Prudential Financial, has launched the PGIM...

New Dow 30 Covered Call & Growth ETF From Global X
News

Global X Launches Dow 30 Covered Call & Growth ETF

Global X ETFs continues to build out its suite of covered call strategies. On Wednesday, the ETF...

YieldMax Launches Synthetic Covered Call ETF on Amazon
News

YieldMax Launches Synthetic Covered Call ETF on Amazon

YieldMax has launched the YieldMax AMZN Option Income Strategy ETF (NYSE Arca: AMZY) on the New...

Fixed Income Managers Find Solid Sector Opportunities
Core Strategies Channel

Fixed Income Managers Find Attractive Opportunities Across Multiple Sectors

Celso Munoz, a portfolio manager with Fidelity Investments, said that he thinks “fixed income is...

Is High Yield Worth the Risk? Managers Disagree
High Yield Corporates Fixed Income Channel

Managers Disagree Over Whether High Yield Is Worth the Risk

Speakers on a panel discussing high yield fixed income for VettaFi’s Fixed Income Symposium were...

Fixed Income Symposium Discusses Treasuries Appeal
Institutional Income Strategies Channel

Fixed Income Symposium Panelists Discuss the Appeal of Treasuries

Investors have been pumping money into U.S. Treasuries for months. They’re expected to continue...

Free Cash Flow Levels the Playing Field
Free Cash Flow Channel

How Free Cash Flow Levels the Playing Field

Free cash flow is the cash a company has left over after paying its expenses, interest, taxes,...

Reduce Your Clients' Tax Bill With Direct Indexing
Direct Indexing Channel

Use Direct Indexing to Reduce Your High-Net-Worth Clients’ Tax Bill

If there’s one thing ultra-high-net-worth investors don’t like, it’s taxes. (Well, to be fair,...

NYSE’s ETF Leaders: Strive's Frericks
News

NYSE’s ETF Leaders: Strive's Anson Frericks

Strive Asset Management’s co-founder and president Anson Frericks called China “one of the most...

The Future Free Cash Flow Matters
Free Cash Flow Channel

It’s the Future Free Cash Flow That Matters

Free cash flow (FCF) is arguably a better metric than earnings or income to gauge a...

A Recession Could Still Approach Despite Stable Growth
Direct Indexing Channel

Despite Stable Growth, a Recession Could Still Be on Its Way

The U.S. has seen lowering inflation, stable growth, and a resilient labor market. However, that...

NYSE’s ETF Leaders: BondBloxx’s Joanna Gallegos
Institutional Income Strategies Channel

NYSE’s ETF Leaders: BondBloxx’s Joanna Gallegos

BondBloxx Investment Management co-founder Joanna Gallegos said at Exchange 2023 that “the table...

Highs and Lows of High Yield
High Yield Corporates Fixed Income Channel

The Highs (and Lows) of High Yield

While fixed income is considered the safe, boring asset class in a portfolio, there’s a...

Avantis Launches Active International Small-Cap ETF
Core Strategies Channel

Avantis Launches Active International Small-Cap ETF

Avantis Investors launched the Avantis International Small Cap Equity ETF on the New York Stock...

ETF Leaders R Cubed Global Capital’s Cliff Remily
News

NYSE’s ETF Leaders: ETF Leaders R Cubed Global Capital’s Cliff Remily

As interest rates go up and inflation hits everyone, investors want to know how much income they...

Panagram Launches CLOX, Active CLO ETF
News

Panagram Launches Second Active CLO ETF

Panagram Structured Asset Management announced the launch of its second ETF: the Panagram AAA CLO...

Touchstone Launches TSEC, Active Fixed Income ETF
News

Touchstone Launches Active Fixed Income ETF

Touchstone Investments launched the Touchstone Securitized Income ETF (TSEC A-), an actively...

Innovator's New Equity Defined Protection ETF
News

Innovator's New Equity Defined Protection ETF

Innovator Capital Management has launched the Equity Defined Protection ETF (TJUL)on the Cboe...

Benefits of Direct Indexing Versus Open-End Funds
Direct Indexing Channel

The Benefits of Direct Indexing Over Open-End Funds

Direct indexing is a separate account in which the investor tracks the performance of an index....

JPMorgan Launches New Municipal Bond ETFs
News

JPMorgan Launches 2 New Municipal Bond ETFs

JPMorgan Asset Management has launched two new municipal bond ETFs on the New York Stock...

Matthews Asia's MKOR Targets South Korea
News

Matthews Asia Targets South Korea With MKOR ETF

Matthews Asia has launched the Matthews Korea Active ETF (MKOR ), which invests in companies...

NYSE’s ETF Leaders: Tim Coyne of T. Rowe Price
Active ETF Channel

NYSE’s ETF Leaders: Tim Coyne of T. Rowe Price

Tim Coyne, head of ETFs at T. Rowe Price, discussed high yield with NYSE’s Judy Shaw at Exchange...

Direct Indexing Defers Capital Gains
Direct Indexing Channel

Direct Indexing Defers Capital Gains

In 2021, which was a record year for IPOs, many high-net-worth investors exited large positions...

NYSE’s ETF Leaders: Democracy Investments’ Cane
News

NYSE’s ETF Leaders: Democracy Investments’ Julie Cane

As its name suggests, Democracy Investments is “laser-focused on democracy,” CEO Julie Cane told...

Use XEMD to Invest in Emerging Markets Debt With Confidence
Institutional Income Strategies Channel

Use XEMD to Invest in Emerging Markets Debt With Confidence

Institutional investors are becoming increasingly interested in emerging markets debt....

New TXS ETF Invests in Lone Star State
News

Texas Capital Invests in Lone Star State With New TXS ETF

Texas Capital has launched an exchange traded fund that exclusively targets public companies...

NYSE’s ETF Leaders: Steve Deroian of John Hancock
News

NYSE’s ETF Leaders: Steve Deroian of John Hancock

In the months leading up to Exchange 2023, John Hancock Investment Management was focused on...

Blueprint and Chesapeake Capital Launch TFPN
News

Blueprint and Chesapeake Capital Go Trend Following With TFPN

Blueprint Fund Management and Chesapeake Capital Corp. have partnered to subadvise the Blueprint...

BNDX Leads International Bond Fund Flows
Fixed Income Channel

BNDX Tops International Bond Fund Flows

Now that yields have returned to fixed income, investors have, in turn, returned to bond funds....

New ETF Goes With the Free Cash FLOW
News

New Global X ETF Goes With the Free Cash FLOW

Global X ETFs continue to launch new products into the exchange traded fund space. On Wednesday,...

Harvest Tax Losses Easily Through Direct Indexing
Direct Indexing Channel

Harvest Tax Losses Easily Through Direct Indexing

Tax-loss harvesting involves selling off assets at a loss to offset gains made elsewhere in the...

New SCYB ETF Targets High Yield Corporate Bond Market
News

Schwab’s New SCYB ETF Targets High Yield Corporate Bond Market

Schwab Asset Management has launched the Schwab High Yield Bond ETF (SCYB ). The ETF will provide...

Simplify Launches QIS Multi-Quantitative Strategy ETF
News

Simplify Launches Multi-Quantitative Strategy ETF With QIS

Simplify Asset Management has launched the Simplify Multi-QIS Alternative ETF (QIS B-). The new...

NYSE’s ETF Leaders: David LaValle of Grayscale Investments
Crypto Channel

NYSE’s ETF Leaders: David LaValle of Grayscale Investments

Grayscale Investments’ global head of ETFs David LaValle spoke about the firm’s push to...

For Tax-Loss Harvesting Opportunities, Frequency Matters
Direct Indexing Channel

For Tax-Loss Harvesting Opportunities, Frequency Matters

One of the biggest advantages that direct indexing boasts is the ability to mine portfolios for...

VGLT Takes Advantage of High 10-Year Treasury Yields
Fixed Income Channel

VGLT Takes Advantage of High 10-Year Treasury Yields

The ADP’s strong jobs report pushed the benchmark yield for 10-year Treasuries over the 4%...

MUSQ Offers Global Music Industry Pure-Play Exposure
News

MUSQ Offers Pure-Play Exposure to Global Music Industry

MUSQ LLC has launched a new exchange traded fund that offers investors pure-play exposure to the...

NYSE’s ETF Leaders: IndexIQ’s Bruno,  Alternatives ETFs
News

NYSE’s ETF Leaders: IndexIQ’s Sal Bruno

At Exchange 2023, IndexIQ’s CIO Sal Bruno spoke with NYSE’s Judy Shaw about “helping clients...

Forward Free Cash Flow Vs. Trailing Free Cash Flow
Free Cash Flow Channel

Forward Free Cash Flow Vs. Trailing Free Cash Flow

When measuring a company’s free cash flow (FCF) yield, its trailing FCF isn’t what matters. We...

Direct Indexing Mitigates Concentration Risk
Direct Indexing Channel

Direct Indexing Mitigates Concentration Risk

Direct indexing services can mitigate portfolio concentration risk by underweighting exposure in...

With XTWO, Take Advantage of Soaring Treasury Yields
Institutional Income Strategies Channel

Take Advantage of Soaring Treasury Yields With XTWO

The yield for the two-year Treasury note surged to its highest level in 16 years after a...

Enterprise Value May Be a Better Gauge Than Market Cap
Free Cash Flow Channel

Enterprise Value May Be a Better Gauge Than Market Cap

Many investors and analysts use a company’s market capitalization to measure its value....

ETF Prime: Dave Nadig Talks Spot Bitcoin ETFs
ETF Prime

ETF Prime: Dave Nadig Talks Spot Bitcoin ETFs

On this special edition of ETF Prime, Bloomberg’s research analyst James Seyffart and VettaFi’s...

NYSE’s ETF Leaders: Eliot Bishop of Charles Schwab
News

NYSE’s ETF Leaders: Eliot Bishop of Charles Schwab

Charles Schwab’s senior portfolio strategist Eliot Bishop told NYSE’s Judy Shaw that income was a...

Canada: The Birthplace of the ETF
ETFs in Canada Channel

Canada: Birthplace of the ETF

Since State Street launched the SPDR S&P 500 ETF Trust (SPY A), the ETF industry has soared,...

Customize Portfolios Through Direct Indexing
Direct Indexing Channel

Customize Portfolios in a Tax-Efficient Way Through Direct Indexing

There are a few ways to diversify an overly concentrated portfolio. Equity derivative structures...

NYSE’s ETF Leaders: Invesco’s Feyerer on Volatility
Innovative ETFs Channel

NYSE’s ETF Leaders: Invesco’s John Feyerer

Invesco’s head of innovation and commercialization John Feyerer spoke with NYSE’s Judy Shaw at...

iMGP and Berkshire AM Launch Dividend Growth Equity ETF
News

iMGP Launches Dividend Growth Equity ETF With Berkshire AM

iM Global Partner has launched a new dividend growth ETF on the New York Stock Exchange with...

Natixis ETF Seeks Large-Cap Growth Stocks at a Discount
Portfolio Construction Channel

Natixis ETF Seeks Large-Cap Growth Stocks at a Discount

Natixis has launched the Natixis Loomis Sayles Focused Growth ETF (NYSE Arca: LSGR) on the New...

Natixis ETF Seeks Large-Cap Growth Stocks at a Discount
News

Natixis ETF Seeks Large-Cap Growth Stocks at a Discount

Natixis has launched the Natixis Loomis Sayles Focused Growth ETF (NYSE Arca: LSGR) on the New...

4 New Active ETFs From Avantis
Core Strategies Channel

Avantis Launches 4 New Active ETFS

Avantis Investors has listed four new active ETFs on the New York Stock Exchange today. Each fund...

Stay Defensive Using Intermediate Municipal Bonds
Fixed Income Channel

Stay Defensive Using Intermediate Municipal Bonds

While it appears to be safe to add duration to investors’ fixed income portfolios, there’s still...

Direct Indexing Deconcentrates Your Portfolio
Direct Indexing Channel

Direct Indexing Deconcentrates Your Portfolio

Overconcentrated stock positions can be highly risky for a portfolio. If one stock makes up 10%...

NYSE’s ETF Leaders: Virtus ETF Solutions’ Jessup
Alternatives Channel

NYSE’s ETF Leaders: Virtus ETF Solutions’ James Jessup

Virtus ETF Solutions Income Strategist James Jessup said at Exchange 2023 that “income is...

These New MAX ETNs Target Auto Industry
News

2 New MAX ETNs Target the Auto Industry

BMO launched two new MAX Exchange Traded Notes (ETNs) linked to the performance of the Prime Auto...

Dimensional Launches DFCA
News

Dimensional Launches California Municipal Bond ETF

Dimensional Fund Advisors has launched the Dimensional California Municipal Bond ETF (DFCA A-) on...

BITX Offers Leveraged Exposure to Crypto Futures
News

BITX Offers Leveraged Long Exposure to Cryptocurrency Futures

Volatility Shares has launched the 2x Bitcoin Strategy ETF (BITX C+) on the CBOE BZX Exchange....

Simplify Launches CRDT, Active Credit ETF
News

Simplify Launches Active Opportunistic Credit ETF With CRDT

Simplify Asset Management announced the launch of the Simplify Opportunistic Income ETF (CRDT C)....

NYSE’s ETF Leaders: Kimberly Russell of State Street
News

NYSE’s ETF Leaders: Kimberly Russell of State Street

State Street Global Advisors wants investors to trade “ETFs with confidence" at "the...

IBDY Targets Corporate Bonds Maturing in 2023
News

BlackRock’s IBDY Targets Investment-Grade Corporate Bonds Maturing in 2033

BlackRock has listed the iShares iBonds Dec 2033 Term Corporate ETF (IBDY A) on the New York...

Manage Your Own Portfolio With Direct Indexing
Direct Indexing Channel

Manage Your Own Portfolio With Direct Indexing

Direct indexing allows advisors to build customized portfolios based on their client’s individual...

An ETF’s Expense Ratio Matters More Than Its Spread
Fixed Income Channel

An ETF’s Expense Ratio Matters More Than Its Spread

An ETF’s spread is the difference between the price at which investors can buy the fund on...

Direxion Launches New Actively Managed Tactical ETF
Leveraged & Inverse ETF Channel

Direxion Launches Actively Managed Tactical ETF

Direxion launched theactively managed Direxion HCM Tactical Enhanced US ETF (HCMT B) on the New...

This ETF TUNEs Into Music & Media Sectors
News

New ETF to TUNE Into Music & Media Sectors

Clouty has launched a new exchange-traded fund for investors looking to participate in the music...

2 Active Fixed Income ETFs from PIMCO
News

PIMCO Launches Two Active Fixed Income ETFs

PIMCO has expanded its lineup of exchange traded funds with the launch of two active fixed income...

VFLO Seeks High Free Cash Flow & Growth Prospects
Free Cash Flow Channel

New VFLO ETF Seeks High Free Cash Flow Yields & Favorable Growth Prospects

Victory Capital Management has launched its latest exchange traded fund, the VictoryShares Free...

Is Free Cash Flow the Most Important Metric for Profitability?
Free Cash Flow Channel

Is Free Cash Flow the Most Important Metric for Profitability?

While earnings and revenue are often the metrics by which most investors consider a...

NYSE’s ETF Leaders: Franklin Templeton’s Mann
News

NYSE’s ETF Leaders: Franklin Templeton’s David Mann

Franklin Templeton’s head of ETF product and capital markets David Mann heard “a lot of good...

BMO Launches 2 New Airlines ETNs
News

BMO Launches +/- 3X MAX Airlines ETNs

BMO today announced the launch of two exchange traded notes linked to the performance of the...

Future Fund's New ETF Targets Megatrends
News

Future Fund Long/Short ETF Targets World-Changing Megatrends

The Future Fund, an investment advisor led by Gary Black and David Kalis, launched the Future...

XSVN Gets in the Belly of the Treasury Curve
Institutional Income Strategies Channel

Get Inside the Belly of the Treasury Curve With XSVN

With the debt ceiling drama over, investors are adding a bit of duration to their Treasury...

Global X Targets Short-Term Treasuries With CLIP
News

With CLIP, Global X Targets Short-Term Treasuries

Global X ETFs launched the Global X 1-3 Month T-Bill ETF (CLIP A) on the New York Stock Exchange....

ETF Prime: Rosenbluth on BlackRock’s Bitcoin ETF, Active ETFs
ETF Prime

ETF Prime: Rosenbluth on BlackRock’s Bitcoin ETF, Active ETFs

In the latest episode of ETF Prime, VettaFi’s head of research Todd Rosenbluth discusses iShares’...

Who Direct Indexing Is For Ideally
Direct Indexing Channel

Who Direct Indexing Is For Ideally

Direct indexing has been gaining attention as a more customizable investment option than ETFs or...

With Direct Indexing, Increase After-Tax Alpha
Direct Indexing Channel

Increase After-Tax Alpha With Direct Indexing

Direct indexing with daily scans for tax-loss harvesting opportunities can increase after-tax...

NYSE’s ETF Leaders: Greg Friedman of Fidelity
News

NYSE’s ETF Leaders: Fidelity’s Greg Friedman

Fidelity Investments has an over 75-year heritage of active fundamental investing. Greg Friedman,...

Direct Indexing: The More Customizable Approach
Direct Indexing Channel

Direct Indexing: The More Customizable Approach

An index fund seeks to replicate the performance of an existing stock index, like the S&P 500...

NYSE’s ETF Leaders: Christian Magoon of Amplify ETFs
News

NYSE’s ETF Leaders: Amplify ETFs’ Christian Magoon

Ampify ETFs’ CEO and co-founder Christian Magoon told NYSE’s Judy Shaw at Exchange 2023 that the...

Simplify Launches New EQLS ETF
News

Simplify Launches Market Neutral Equity Long/Short ETF

Simplify Asset Management launched the Simplify Market Neutral Equity Long/Short ETF (EQLS B-) on...

Be Your Own Portfolio Manager With Direct Indexing
Direct Indexing Channel

Be Your Own Portfolio Manager With Direct Indexing

Fixed and active strategy funds can offer investors set-it-and-forget-it options for their...

 EVXX Targets Fast-Growing Electric Vehicle Companies
News

New Defiance EVXX ETF Targets Fastest-Growing Electric Vehicle Companies

Defiance ETFs has launched the Defiance Pure Electric Vehicle ETF, which targets pure exposure to...

KraneShares' Luke Oliver on Carbon Markets
Climate Insights Channel

NYSE’s ETF Leaders: KraneShares’ Luke Oliver

Luke Oliver, head of climate investments at KraneShares, said there’s a new asset class not...

Fine Tuning Your Index Exposure With Direct Indexing
Direct Indexing Channel

Fine Tuning Your Index Exposure With Direct Indexing

Direct indexing is a separately managed account where the investor owns individual stocks that...

NYSE’s ETF Leaders: Mark Zeitoun of Columbia Threadneedle
News

NYSE’s ETF Leaders: Mark Zeitoun of Columbia Threadneedle

Columbia Threadneedle is “focused on delivering alpha,” according to chief operating officer in...

Following Debt Ceiling Crisis, Munis Interest Grows
Fixed Income Channel

Munis Interest Grows Following Debt Ceiling Crisis

With the debt ceiling crisis having passed, advisors are rotating away from Treasuries. However,...

Direct Indexing Counters Greenwashing
Direct Indexing Channel

Direct Indexing Counters Greenwashing

Despite the noise that many bad actors are making about socially responsible investing, demand...

Goldman Sachs' New MarketBeta Total International Equity ETF
News

Goldman Sachs' New MarketBeta Total International Equity ETF

Goldman Sachs Asset Management has launched the Goldman Sachs MarketBeta Total International...

NYSE’s ETF Leaders: First Trust Advisors’ Issakainen
News

NYSE’s ETF Leaders: First Trust Advisors’ Ryan Issakainen

We’re in a period of increased market volatility. Many think we’re heading into a recession, if...

ETF Prime: Tom Lydon Discusses Advisor Polling Data
ETF Prime

ETF Prime: Tom Lydon Discusses Advisor Polling Data

On the latest episode of ETF Prime, VettaFi’s vice chairman Tom Lydon discussed recent advisor...

Target Precise Fixed Income Exposure While Yields Are Up
Institutional Income Strategies Channel

Target Precise Fixed Income Exposure While Yields Are Up

Despite the fixed income market being bigger than the equity market, most ETF assets under...

Capitalize On Volatility With Direct Indexing
Direct Indexing Channel

Capitalize On Volatility With Direct Indexing

A debt ceiling deal was made in time to avert a global financial catastrophe — but we’re...

Direct Indexing Can Do What ETFs Can’t
Direct Indexing Channel

Direct Indexing Can Do What ETFs Can’t

Direct indexing has become an increasingly popular option for ultra-high-net-worth investors with...

NYSE’s ETF Leaders: Trevor Terrell of Innovator ETFs
News

NYSE’s ETF Leaders: Trevor Terrell of Innovator ETFs

According to Innovator ETFs’ of distribution Trevor Terrell, there are a lot of different ways to...

A Debt Limit Deal Is Made, Target Treasuries of Any Duration
Institutional Income Strategies Channel

A Debt Limit Deal Is Made, Target Treasuries of Any Duration

With a deal having been made on the debt limit, investors can breathe a sigh of relief knowing...

Northern Trust's Natale on Managing Risk
News

NYSE’s ETF Leaders: Northern Trust’s Michael Natale

Managing risk is very important to Northern Trust Asset Management’s clients, according to head...

AllianzIM Launches June Buffered ETFs Series
News

AllianzIM Launches June Buffered ETFs

Allianz Investment Management launched its latest series of Buffered ETFs. The June Buffered ETFs...

Customize Holdings With Direct Indexing
Direct Indexing Channel

Customize Holdings With Direct Indexing

Direct indexing allows a deeper level of customization that mutual funds and ETFs can’t provide....

AllianzIM's Johan Grahn Talks Risk Management
News

NYSE’s ETF Leaders: AllianzIM’s Johan Grahn

Before the pandemic, risk management “got lost in the shuffle,” said Allianz Investment...

Despite Deal, the Debt Debacle Continues
Active ETF Channel

A Debt Deal Has Been Made, But the Debacle Continues

The debt ceiling debacle continues. Treasury Secretary Janet Yellen recently warned that the...

When Is Direct Indexing the Right Choice?
Direct Indexing Channel

When Direct Indexing Is the Right Choice

Direct indexing can be a powerful tool for investors. But it’s not for everyone. Ideally, this...

Even If Debt Ceiling Deal Comes, Volatility May Persist
Active ETF Channel

Even If a Debt Ceiling Deal Happens, Volatility May Persist

We’re days away from the U.S. being unable to pay its bills. And yet, there’s still...

NYSE’s ETF Leaders: David Dali of Matthews Asia
News

NYSE’s ETF Leaders: David Dali of Matthews Asia

When investing in emerging markets, Matthews Asia’s head of portfolio strategy David Dali...

ETF Prime: Todd Rosenbluth's Inside ETFs Takeaways
ETF Prime

ETF Prime: Todd Rosenbluth's Takeaways from Inside ETFs

On this episode of ETF Prime, host Nate Geraci had just returned from the Inside ETFs Conference...

Amid Debt Ceiling Fight, Advisors Leave Bonds Alone
Fixed Income Channel

Advisors Leave Bonds Alone Amid Debt Ceiling Fight

There may be nothing more confusing to advisors than the bond market over the past 12 months. And...

3 Ways Investors Get Benefits From Direct Indexing
Direct Indexing Channel

3 Ways Direct Indexing Benefits Investors

More investors are adopting direct or personalized indexing strategies to personalize their...

New Carbon Credits Strategy ETF from Global X
News

Global X Lists Carbon Credits Strategy ETF

Global X ETFs has listed the Global X Carbon Credits Strategy ETF (NYSE Arca: NTRL) on the New...

Brace for the Debt Ceiling Fight With Active Management
Active ETF Channel

Using Active Management to Brace for the Debt Ceiling Fight

The U.S. has until June 1 to either raise or suspend the debt ceiling before the country goes...

NYSE’s ETF Leaders: David Braun of PIMCO
News

NYSE’s ETF Leaders: David Braun of PIMCO

During a discussion on bonds, PIMCO’s director and portfolio manager David Braun said we’re “on...

Qraft Technologies' New AI-Pilot ETF
BlackRock Adds to ETF Suite
News

BlackRock Adds to ETF Suite

BlackRock has listed two actively managed ETFs on the New York Stock Exchange. The BlackRock...

Choosing the Right Entry Point Into High Yield
Institutional Income Strategies Channel

How To Choose the Right Entry Point Into High Yield

The prospect for income generation in high yield ETFs has increased significantly with the past...

Direct Indexing Is So Important for Tax-Loss Harvesting
Direct Indexing Channel

Direct Indexing Is So Important for Tax-Loss Harvesting

Tax-loss harvesting involves selling an investment at a loss, then reinvesting the proceeds of...

NYSE’s ETF Leaders: Jeffrey Sherman of DoubleLine
News

NYSE’s ETF Leaders: Jeffrey Sherman of DoubleLine

Jeffrey Sherman, deputy CIO at DoubleLine Capital, spoke about “the risk management component of...

Parabla, A New Issuer, Launches Debut Innovation ETF
News

Parabla, A New Issuer, Launches Debut Innovation ETF

Nascent issuer Parabla in April launched its first exchange traded fund, the Parabla Innovation...

NYSE’s ETF Leaders: Pedro Palandrani of Global X
News

NYSE’s ETF Leaders: Pedro Palandrani of Global X

Pedro Palandrani, director of research at Global X ETFs, spoke with NYSE’s Judy Shaw at Exchange...

Euclidean Technologies Targets Undervalued Stocks
News

Euclidean Technologies Targets Undervalued Stocks

The Euclidean Fundamental Value ETF (NYSE Arca: ECML) has begun trading on the New York Stock...

Stocks Bounce as Debt Ceiling Deal Expected
Active ETF Channel

Stocks Bounce as Debt Ceiling Deal Expected

The debt ceiling fight finally appears to be impacting markets — just not in the way many have...

Roundhill Launches CHAT, Generative AI & Technology ETF
News

Roundhill Launches CHAT, Generative AI & Technology ETF

Roundhill Investments launched the Roundhill Generative AI & Technology ETF, which begins...

New Emerging Markets Ex-China ETF From Putnam
News

New Emerging Markets Ex-China ETF From Putnam Investments

Putnam Investments launched the Putnam Emerging Markets ex-China ETF, which begins trading today...

Direct Indexing Automation Helps Tax-Loss Harvesting
Direct Indexing Channel

Direct Indexing Automation Helps Tax-Loss Harvesting

Tax-loss harvesting is one of direct indexing’s biggest benefits. The automation that direct...

Eric Biegeleisen: "All Treasuries, Maybe Some Gold"
Fixed Income Channel

Video: Eric Biegeleisen On Bonds: "All Treasuries, Maybe Some Gold"

When it comes to fixed income models, there’s playing it safe, then there’s going...

How the Debt Ceiling Fight May Roil Markets
Active ETF Channel

How the Debt Ceiling Fight May Roil Markets

With Congress having until June 1 to raise or suspend the debt ceiling, the window to avoiding a...

NYSE’s ETF Leaders: Robert Minter of abrdn
News

NYSE’s ETF Leaders: Robert Minter of abrdn

abrdn’s director of investment strategy Robert Minter said the firm’s clients are seeking “...

BNY Mellon Launches Two Thematic ETFs
News

BNY Mellon Launches Two Thematic ETFs

BNY Mellon Investment Management launched two actively managed thematic ETFs. The BNY Mellon...

4 Key Benefits of Tax-Loss Harvesting
Direct Indexing Channel

4 Key Benefits of Tax-Loss Harvesting

Tax-loss harvesting involves selling investments at a loss, then using those losses to offset...

Bet on the Resilience of U.S. Consumers
Institutional Income Strategies Channel

Bet on the Resilience of U.S. Consumers

Despite high inflation, U.S. consumers are still shopping.The Department of Commerce reported...

Investor Interest in ETFs Remains Strong, Says Survey
Financial Literacy Channel

Investor Interest in ETFs Remains Strong, Says Survey

Despite a slowdown in net inflows last year, interest in exchange traded funds remains strong,...

AllianceBernstein Launches New High Yield ETF
News

AllianceBernstein Launches New High Yield ETF

AllianceBernstein has launched the AB High Yield ETF (NYSE Arca: HYFI) as an active ETF on the...

NYSE’s ETF Leaders: DWS’ Amanda Rebello and Income
News

NYSE’s ETF Leaders: DWS’ Amanda Rebello and Income

Amanda Rebello, head of Xtrackers sales U.S onshore at DWS, told NYSE’s Judy Shaw at Exchange...

Global X Converts 2 EM Mutual Funds to ETFs
News

Global X Converts 2 EM Mutual Funds to ETFs

Global X ETFs has completed the conversion of two mutual funds into two actively managed emerging...

TCHP Overtakes iShares S&P 500 Growth Fund
Active ETF Channel

TCHP Overtakes iShares S&P 500 Growth Fund

Not all active managers are created equal. Some have better track records in capturing alpha....

NYSE’s ETF Leaders: Joe Hohn of Dimensional
News

NYSE’s ETF Leaders: Joe Hohn of Dimensional

At Exchange 2023, Joe Hohn, senior portfolio manager at Dimensional Fund Advisors, spoke with...

Core Interest in Tax-Loss Harvesting
Direct Indexing Channel

Understanding The Core Interest in Tax-Loss Harvesting

While tax-loss harvesting is a tried-and-true strategy for lowering taxes and raising returns, it...

Amid Uncertainty, Investors Turn to Treasury ETFs
Institutional Income Strategies Channel

Amid Uncertainty, Investors Turn to Treasury ETFs

In addition to the Federal Reserve raising interest rates, market volatility and economic...

Emerging Markets Equity, TIPS ETFs Launched by JPMorgan
News

Emerging Markets Equity, TIPS ETFs Launched by JPMorgan

On Thursday, JPMorgan Asset Management announced the launch of two new ETFs. The JP Morgan...

Bridges Capital Tactical ETF Offers Downside Protection
News

Bridges Capital Tactical ETF Offers Downside Protection

Financial advisory firm Bridges Capital launched its first U.S.-listed ETF on the Nasdaq, the ...

Get NVIDIA Stock Price Exposure in New YieldMax ETF
News

Get NVIDIA Stock Price Exposure in New YieldMax ETF

YieldMax announced the launch of the YieldMax NVDA Option Income Strategy ETF. The actively...

Maurits Pot on New ETFs and the Active Approach
News

Maurits Pot on New ETFs and the Active Approach

Tema ETFs founder and CEO Maurits Pot told VettaFi that luxury is a booming sector. Luxury stocks...

Tema's New Active Luxury and Reshoring ETFs
News

Tema's New Active Luxury and Reshoring ETFs

Tema ETFs, a new investment platform, has launched its debut ETFs: the Tema American Reshoring...

NYSE’s ETF Leaders: David Sharp of Vanguard
Fixed Income Channel

NYSE’s ETF Leaders: David Sharp of Vanguard

At Exchange 2023, David Sharp, senior ETF capital markets specialist at Vanguard, sat down with...

IndexIQ's New Active CBRE Real Assets ETF
News

IndexIQ's New Active CBRE Real Assets ETF

IndexIQ launched its newest ETF, the IQ CBRE Real Assets ETF (NYSE Arca: IQRA). CBRE Investment...

PIMCO's New Commodity Strategy Active ETF
News

PIMCO's New Commodity Strategy Active ETF

Pacific Investment Management Co. has launched the PIMCO Commodity Strategy Active ETF (NYSE...

ETF Prime: Nadig Considers Prospective ETF Ideas
Direct Indexing Channel

ETF Prime: Nadig Considers Prospective ETF Ideas

On the most recent episode of “ETF Prime,” VettaFi’s financial futurist Dave Nadig...

Veridien ETF Has Companies That Mitigate Climate Change
News

Veridien ETF Has Companies That Mitigate Climate Change

The Veridien Climate Action ETF (NYSE Arca: CLIA) has begun trading on the New York Stock...

Long-Term Treasuries Appeal Amid Debt Ceiling Fight
Fixed Income Channel

Long-Term Treasuries Appeal Amid Debt Ceiling Fight

The debt ceiling showdown between Congress and the White House has short-term Treasury bonds...

Debt Ceiling Fight Might Make Markets Go Sideways
Active ETF Channel

Debt Ceiling Fight Might Make Markets Go Sideways

It’s often been said that active management can help weather the storm when things go sideways....

Tax-Loss Harvesting Is a Key Benefit to Direct Indexing
Direct Indexing Channel

Tax-Loss Harvesting Is a Key Benefit to Direct Indexing

Tax-loss harvesting involves selling an investment at a loss, then reinvesting the proceeds of...

4 New Envestnet “ActivePassive” ETFs Debut
News

4 New Envestnet “ActivePassive” ETFs Debut

Envestnet PMC has launched a series of ETFs designed to feature the benefits of both traditional...

Envestnet’s Dana D'Auria Talks New ETFs
News

Envestnet’s Dana D'Auria Talks New ETFs

Model portfolio manager Envestnet PMC recently entered the exchange traded fund market with the...

NYSE’s ETF Leaders: SS&C ALPS Advisors' Andy Hicks
ETF Building Blocks Channel

NYSE’s ETF Leaders: SS&C ALPS Advisors' Andy Hicks

At Exchange 2023, Andy Hicks, director of ETF portfolio management and research at SS&C ALPS...

NYSE’s ETF Leaders: AllianceBernstein’s Noel Archard
News

NYSE’s ETF Leaders: AllianceBernstein’s Noel Archard

Noel Archard, global head of ETFs and portfolio solutions at AllianceBernstein, told NYSE’s Judy...

T. Rowe Price: Confidence in Markets “Premature”
Active ETF Channel

T. Rowe Price: Investor Confidence in Markets “Premature”

After a rocky 2022, investors are more bullish on U.S. equities in 2023. This is partly due to...

Vanguard’s VTES Brings in Investor Capital
Fixed Income Channel

Vanguard’s VTES Brings in Investor Capital

Less than two months after being launched, theVanguard Short-Term Tax-Exempt Bond ETF (VTES A-)...

Pacer Adds To Cash Cows ETF Series With CAFG
News

Pacer Adds To Cash Cows ETF Series With CAFG

Pacer ETFs has expanded its Cash Cows ETF Series with the launch of the Pacer US Small Cap Cash...

New USCF ETF USEs Energy-Related Futures Contracts
News

New USCF ETF USEs Energy-Related Futures Contracts

USCF Advisers has launched the USCF Energy Commodity Strategy Absolute Return Fund, an actively...

Direct Indexing on Course to Grow Faster Than ETFs
Direct Indexing Channel

Direct Indexing on Pace to Grow Faster Than ETFs

Direct indexing is poised to grow at a faster rate than ETFs, mutual funds, and separate accounts...

NYSE’s ETF Leaders: James Carl of AdvisorShares
News

NYSE’s ETF Leaders: James Carl of AdvisorShares

Last year was a rough market, bringing equity risk to the forefront of investors’ concerns. So, ...

VCIT Has Most Inflows of All Corporate Bond ETFs
Fixed Income Channel

VCIT Has Most Inflows Out Of All Corporate Bond ETFs

Investors have been pumping more money into the Vanguard Intermediate-Term Corporate Bond ETF (...

This New ETF Gives Exposure to Tanker Shipping Futures
News

This New ETF Gives Exposure to Tanker Shipping Futures

Breakwave Advisors, a New York-based commodity trading advisor specializing in shipping and...

Tech Is Pushing Demand for Direct Indexing
Direct Indexing Channel

Tech Advancements Pushing Demand for Direct Indexing

Direct indexing was once an option only reserved for “the ultra, ultra-high-net-worth” investor,...

Don’t Wait on Wider Spreads Before Adding Fixed Income
Institutional Income Strategies Channel

Don’t Wait on Wider Spreads Before Adding Fixed Income

After an historically bad year for bonds, many are now saying that fixed income is living up to...

AllianzIM Launches New May ETFs With Buffer
News

AllianzIM Launches New May ETFs With Buffer

Allianz Investment Management has added two new ETFs to its suite of Buffered Exchange Traded...

NYSE’s ETF Leaders: BNY Mellon’s Matt Camuso
News

NYSE’s ETF Leaders: BNY Mellon’s Matt Camuso

BNY Mellon’s ETF strategist Matt Camuso told NYSE’s Judy Shaw at Exchange 2023 that “with all the...

Target High-Quality Treasury Funds While Rates Go Up
Fixed Income Channel

Target High-Quality Treasury Funds While Rates Go Up

Although inflation went down in March, it didn’t drop as much as Wall Street had expected, which...

Put Your Cash to Work With Direct Indexing
Direct Indexing Channel

Put Your Cash to Work With Direct Indexing

Cash holdings were at almost record highs at the start of the year as volatile stock and bond...

NYSE’s ETF Leaders: Capital Group’s Asad Jamil
News

NYSE’s ETF Leaders: Capital Group’s Asad Jamil

At Exchange 2023, Asad Jamil, regional vice president, ETF specialist at Capital Group, said that...

Tax-Loss Harvesting Isn’t Just for Year's End
Direct Indexing Channel

Tax-Loss Harvesting Isn’t Just for Year's End

Tax-loss harvesting involves selling an investment at a loss, then reinvesting the proceeds of...

VanEck’s John Patrick Lee Talks Robotics & IBOT
Beyond Basic Beta Channel

VanEck’s John Patrick Lee Talks Robotics & IBOT

Earlier this month, VanEck launched the VanEck Robotics ETF (IBOT ), a thematic equity ETF...

Anemic GDP Numbers Show a Slowing Economy
Active ETF Channel

Anemic GDP Numbers Show a Slowing Economy

Economic growth in the U.S. slowed in the first quarter more than analysts expected as high...

The Benefits of Direct Indexing (That ETFs Don't Have)
Direct Indexing Channel

The Benefits of Direct Indexing (That ETFs Don't Have)

ETFs provide many benefits to a portfolio, from their tax-efficient nature to their low costs to...

NYSE’s ETF Leaders: American Century's Rene Casis
Core Strategies Channel

NYSE’s ETF Leaders: American Century's Rene Casis

At Exchange 2023, American Century Investments’ vice president, head of ETF portfolio management...

Columbia Threadneedle Launches Real Estate ETF CRED
News

Columbia Threadneedle Launches Real Estate ETF CRED

Columbia Threadneedle Investments launched the Columbia Research Enhanced Real Estate ETF (NYSE...

ETF Prime: Lydon on Polling Data, Advisor Expectations
ETF Prime

ETF Prime: Lydon on Polling Data, Advisor Expectations

On the most recent episode of ETF Prime, VettaFi’s chairman Tom Lydon discussed recent advisor...

CETF Targets the Top 100 U.S.-listed ETFs
News

CETF Targets the Top 100 U.S.-listed ETFs

DriveWealth has launched the DriveWealth ICE 100 Index ETF (CETF), a new exchange traded fund...

Turn to Direct Indexing for Taxes and Personalization
Direct Indexing Channel

Turn to Direct Indexing for Taxes and Personalization

Direct indexing has been an option for ultra-high-net-worth investors for some time now. But...

Demand for Active ETFs May Grow
Active ETF Channel

Demand for Active ETFs May Grow

Demand for active ETFs is on the rise, with fund managers expecting adoption to grow, according...

BondBloxx Gets $1B in Assets, Partners With Macquarie
Institutional Income Strategies Channel

BondBloxx Gets $1B in Assets, Partners With Macquarie

BondBloxx Investment Management announced that it has exceeded $1 billion in assets under...

NYSE’s ETF Leaders: Nuveen’s Briton Ryan
News

NYSE’s ETF Leaders: Nuveen’s Briton Ryan

2022 was a tough year for equities. While the situation may have improved this year,...

A Recession May Be Inevitable
Active ETF Channel

A Recession May Be Inevitable

Positive data regarding the U.S. economy and upgraded outlooks for Europe and China drove equity...

Building the Right Direct Indexing Portfolio
Direct Indexing Channel

Building the Right Direct Indexing Portfolio

A direct indexing portfolio is a separately managed account based on a chosen market-cap-weighted...

Active Management Could Help With a Coming Recession
Active ETF Channel

Active Management Could Help With a Coming Recession

New U.S. economic data suggests that a recession is indeed coming, and investors should prepare...

In Consumer Non-Cyclicals, High Yield Shines
Institutional Income Strategies Channel

In Consumer Non-Cyclicals, High Yield Shines

High yield fixed income funds saw high dispersion with yields among industries in March, driven...

Family Dynasty Advisors Launches Tactical Advantage ETF
News

Family Dynasty Advisors Launches Tactical Advantage ETF

Family Dynasty Advisors has confirmed the launch of the Tactical Advantage ETF (NYSE Arca: FDAT),...

Direct Indexing and Active Maximizes After-Tax Outcomes
Direct Indexing Channel

Direct Indexing and Active Maximizes After-Tax Outcomes

When it comes to deciding whether to invest in ETFs or use direct indexing, investors don’t...

NYSE’s ETF Leaders: Michael Lane
News

NYSE’s ETF Leaders: Michael Lane

BlackRock’s head of iShares U.S. wealth advisory Michael Lane is frequently asked by...

Consider Treasury Funds of Different Durations
Institutional Income Strategies Channel

Consider Treasury Funds of Different Durations

With equity markets showing continued volatility, more investors are looking to up their...

Fed Official Senses One More Rate Hike
Active ETF Channel

Fed Official Senses One More Rate Hike

A Fed official expects the U.S. central bank to implement one more 25-basis-point interest rate...

Use Direct Indexing for Customizing ESG Investments
Direct Indexing Channel

Use Direct Indexing for Customizing ESG Investments

Investors increasingly want to reflect their values in their portfolios through environmental,...

Beacon Capital Launches Tactical and Selective Risk ETFs
News

Beacon Capital Launches Tactical and Selective Risk ETFs

Beacon Capital Management has launched two complementary exchange traded funds on the New York...

YieldMax's APLY Focuses on Call Options on Apple Stock
News

YieldMax's APLY Focuses on Call Options on Apple Stock

Elevate Shares, parent to the YieldMax and RoundHill ETFs, has launched a new exchange traded...

Using Active Value in the Current Market
Active ETF Channel

Using Active Value in the Current Market

The current economic landscape supports value investing in both the short- and long-term....

NYSE’s ETF Leaders: Alex von Obelitz
News

NYSE’s ETF Leaders: Alex von Obelitz

Alex von Obelitz, head of ETF strategy at Goldman Sachs Asset Management, told NYSE’s Judy Shaw...

NYSE’s ETF Leaders: Bill Sokol of VanEck
Beyond Basic Beta Channel

NYSE’s ETF Leaders: Bill Sokol of VanEck

VanEck’s senior product manager Bill Sokol spoke with NYSE’s Judy Shaw “about finding attractive...

Global X Expands Thematic Lineup with PTEC
News

Global X Expands Thematic Lineup with PTEC

Global X ETFs has expanded its lineup of thematic exchange traded funds with the launch of the ...

Current Yields at Rates Never Seen Before
Institutional Income Strategies Channel

Current Yields at Rates Never Seen Before

BondBloxx Investment Management co-founder Joanna Gallegos thinks “that more portfolios are going...

Direct Indexing Can Benefit From Volatility
Direct Indexing Channel

Direct Indexing Can Benefit From Volatility

The continued market volatility is making many investors justifiably nervous, especially...

The Fed Expects a “Mild Recession” This Year
Active ETF Channel

The Fed Expects a “Mild Recession” This Year

Stocks fell at the end of trading on Wednesday after recently released FOMC meeting minutes...

NYSE’s ETF Leaders: ProShares' Simeon Hyman
News

NYSE’s ETF Leaders: ProShares' Simeon Hyman

The way ProShares’ global investment strategist and head of investment strategy group...

ETF Prime: Tom Hendrickson Talks ROBO Global Indexes
ETF Prime

ETF Prime: Tom Hendrickson Talks ROBO Global Indexes

On the most recent episode of ETF Prime, VettaFi’s President Tom Hendrickson discusses the firm’s...

Roundhill Gives Exposure to FAAMG Stocks With BIGT
News

Roundhill Gives Exposure to FAAMG Stocks With BIGT

Roundhill Investments launched the latest of its BIG ETFs with the listing of the Roundhill BIG...

Direct Indexing or ETFs: Which Is the Right Option?
Direct Indexing Channel

Direct Indexing or ETFs: Which Is the Right Option?

Direct indexing is one way a high-net-worth investor can lighten their tax drag. But is it the...

NYSE’s ETF Leaders: Bitwise's Matt Hougan
Crypto Channel

NYSE’s ETF Leaders: Bitwise's Matt Hougan

Many investors believe crypto can be an interesting alternative asset in their portfolio but may...

Bond ETFs: A Refresher
Fixed Income Channel

Bond ETFs: A Refresher

For the better part of 15 years, bonds, also known as fixed income, didn’t offer portfolios a...

Amid Fed Rate Hikes, Economy Slows
Active ETF Channel

Amid Fed Rate Hikes, Economy Slows

Is the Federal Reserve’s monetary tightening succeeding in slowing down the U.S. economy? A few...

Robotics ETF Launch From VanEck
Beyond Basic Beta Channel

Robotics ETF Launch From VanEck

VanEck launched the VanEck Robotics ETF (IBOT ), a thematic equity ETF offering exposure to the...

Companies Announce 90,000 Layoffs Last Month
Fixed Income Channel

Companies Announce 90,000 Layoffs Last Month

U.S. companies announced nearly 90,000 layoffs in March, up 15% from the 78,000 announced in...

Ideal Factors to Reduce Taxes with Direct Indexing
Direct Indexing Channel

Ideal Factors to Reduce Taxes with Direct Indexing

Direct indexing involves an investor buying an equity index directly, rather than through a fund....

Use Active Management to Combat Slow Earnings Growth
Active ETF Channel

Use Active Management to Combat Slow Earnings Growth

After decades of declining interest rates acting as a tailwind for earnings and profits,...

Investors Seek High Yield in Several Sectors
Institutional Income Strategies Channel

Investors Seek High Yield in Several Sectors

Fixed income has been making a comeback this year after a historically bad year in 2022. In...

NYSE’s ETF Leaders: THOR’s Brad Roth
News

NYSE’s ETF Leaders: THOR’s Brad Roth

According to THOR Financial Technologies’ chief investment officer Brad Roth, the problem...

$2 Billion New Xtrackers Climate Action ETF Launch
News

$2 Billion New Xtrackers Climate Action ETF Launch

DWS announced the listing of the Xtrackers MSCI USA Climate Action Equity ETF (USCA A), which...

AiLA Long-Short Base Metals Strategy ETF From Teucrium
Commodities Channel

AiLA Long-Short Base Metals Strategy ETF From Teucrium

Teucrium Trading announced that the Teucrium AiLA Long-Short Base Metals Strategy ETF (OAIB C+)...

Use Cases for Direct Indexing
Direct Indexing Channel

Use Cases for Direct Indexing

A direct indexing portfolio is a separately managed account based on a benchmark index. Since...

DoubleLine Launches DMBS and DCMB
News

DoubleLine Launches DMBS and DCMB

DoubleLine has launched two actively managed fixed income ETFs, the DoubleLine Mortgage ETF (NYSE...

Summit Global Investments CEO on SGI’s New Active ETFs
News

Summit Global Investments CEO on SGI’s New Active ETFs

On March 30, investment firm Summit Global Investments announced the launch of its debut...

AllianzIM Lists 3 Upside Caps for April Buffered ETFs
News

AllianzIM Lists 3 Upside Caps for April Buffered ETFs

Allianz Investment Management announced new upside caps for the April series of its Buffered...

Innovator Lists 4 Income-Focused Defined Outcome ETFs
News

Innovator Lists 4 Income-Focused Defined Outcome ETFs

Innovator Capital Management announced the listing of a new suite of income-focused Defined...

New U.S. Large-Cap ETF From Summit Global Investments
News

New U.S. Large-Cap ETF From Summit Global Investments

Summit Global Investments has announced the announced the launch of its second exchange traded...

Investors Turn to Fixed Income as Rates Go Up
Active ETF Channel

Investors Turn to Fixed Income as Rates Go Up

Investors are planning to seek opportunities within fixed income if rates continue to rise....

Gain the High Yields of Single-B Bonds With XB
Institutional Income Strategies Channel

Gain the High Yields of Single-B Bonds With XB

At a time when equity markets are continuing to wobble, high-yield bonds are currently benefiting...

UBS Launches Critical Technologies ETN on the NYSE
New Dynamic Tactical ETF From Summit Global Investments
News

New Dynamic Tactical ETF From Summit Global Investments

Summit Global Investments announced the launch of its debut exchange traded fund, the SGI Dynamic...

Investors Turn to Fixed Income Amid Uncertainty
Active ETF Channel

Investors Turn to Fixed Income Amid Uncertainty

Investors are returning to fixed income after a historically bad year for bonds. Economic...

ETF Prime: Dave Nadig Talks Credit Suisse ETNs and More
ETF Prime

ETF Prime: Dave Nadig Talks Credit Suisse ETNs and More

In the latest episode of ETF Prime, VettaFi’s Futurist Dave Nadig spoke with host Nate Geraci...

Simplify Initiates HARD Launch on Commodity ETF
Commodities Channel

Simplify Initiates HARD Launch on Commodity ETF

Simplify Asset Management announced the launch of the Simplify Commodities Strategy No K-1 ETF...

Rosenbluth on Ultra-Short ETFs and More on “ETF IQ”
News

Rosenbluth on Ultra-Short ETFs and More on “ETF IQ”

In the latest episode of Bloomberg’s ETF IQ, Bloomberg’s Matt Miller, Katie Greifeld,...

Add Duration to Your Portfolio
Fixed Income Channel

Add Duration to Your Portfolio

Amid the Federal Reserve’s interest rate-hiking campaign that it kicked off in 2022, many...

Drive Towards Electrification Metals With KARS & KMET
Climate Insights Channel

Drive Towards Electrification Metals With KARS & KMET

The global push towards electrification and decarbonization is leading more consumers to...

Markets Bounce in Wake of Banking Crisis and Rate Hike
Active ETF Channel

Markets Bounce in Wake of Banking Crisis and Rate Hike

Not surprisingly, it was a volatile week for markets amid what VettaFi Financial Futurist Dave...

Tobin McDaniel: ETFs Crucial in SoFi's Growth
News

Tobin McDaniel: ETFs Crucial in SoFi's Growth

When SoFi was founded in 2011, it was originally a student loan refinance company. Since then, it...

Fed Chair Anticipates “Bumpy” Road Ahead
Active ETF Channel

Fed Chair Anticipates “Bumpy” Road Ahead

In its attempt to bring inflation down to 2%, the Federal Reserve announced its intention to...

Sprott's New Nickel Miners ETF
Gold/Silver/Critical Minerals Channel

Sprott's New Nickel Miners ETF

Sprott Asset Management announced the launch of the Sprott Nickel Miners ETF (Nasdaq: NIKL), an...

3 New Active Equity ETFs From AllianceBernstein
News

3 New Active Equity ETFs From AllianceBernstein

AllianceBernstein announced the launch of three new active equity ETFs on the New York Stock...

VTES Takes Advantage of High Yields, Short Durations
Fixed Income Channel

VTES Takes Advantage of High Yields, Short Durations

With tax-equivalent yields for municipal bonds at levels not seen in over a decade, now may be a...

Bitwise Launches Bitcoin-Linked ETF
Crypto Channel

Bitwise Launches Bitcoin-Linked ETF

Bitwise Asset Management launched the Bitwise Bitcoin Strategy Optimum Roll ETF (NYSE Arca:...

Roundhill Offers Largest U.S. Banks Exposure With BIGB
News

Roundhill Offers Largest U.S. Banks Exposure With BIGB

Roundhill Investments announced the launch of the Roundhill BIG Bank ETF (BIGB C+), which begins...

Floating Rate, High Yield Attractive Right Now
Active ETF Channel

Floating Rate, High Yield Attractive Right Now

The strength of the service economy has tamped down the idea that a recession is imminent in the...

Rosenbluth Talks Financials & Shorting ARKK on ETF Edge
Disruptive Technology Channel

Rosenbluth Talks Financials & Shorting ARKK on ETF Edge

VettaFi’s head of research Todd Rosenbluth appeared on CNBC’s ETF Edge with Bob Pisani along with...

ETF of the Week BONUS: Rosenbluth on Fixed Income
Fixed Income Channel

ETF of the Week BONUS: Rosenbluth on Fixed Income

VettaFi’s head of research Todd Rosenbluth discussed fixed income and international equity on...

First Republic Gets $30 Billion Lifeline
Active ETF Channel

First Republic Gets $30 Billion Lifeline

Eleven banks are depositing a total of $30 billion to First Republic Bank in an attempt to not...

When Investing in Treasuries, Duration Is Important
Institutional Income Strategies Channel

When Investing in Treasuries, Duration Is Important

The collapse and Federal receivership of Silicon Valley Bank came suddenly after 44 hours of...

J.P. Morgan Asset Management's New Active China ETF
News

J.P. Morgan Asset Management's New Active China ETF

J.P. Morgan Asset Management announced today the launch of its newest active ETF, the JPMorgan...

Amid Banking Crisis, Credit Suisse Shares Plummet
Active ETF Channel

Amid Banking Crisis, Credit Suisse Shares Plummet

The fallout from the collapse of Silicon Valley Bank and Signature Bank continues. Stocks fell on...

Tom Lydon Talks Vanguard: “They Are Just Rock Solid”
Fixed Income Channel

Tom Lydon Talks Vanguard: “They Are Just Rock Solid”

It’s been a big month for Vanguard thus far. Not only did the investment firm reach a major...

ETF Prime: Lydon Talks SVB Collapse & Grayscale Lawsuit
Disruptive Technology Channel

ETF Prime: Lydon Talks SVB Collapse & Grayscale Lawsuit

In the latest episode of ETF Prime, VettaFi’s vice chairman Tom Lydon discussed a grab bag full...

First Trust's New Inflation Sensitive Equity ETF
News

First Trust's New Inflation Sensitive Equity ETF

First Trust Advisors has launched the First Trust Bloomberg Inflation Sensitive Equity ETF (NYSE...

Look for Free Cash Flow Amid Banking Failures
Free Cash Flow Channel

Look for Free Cash Flow Amid Banking Failures

After the sudden collapse of Silicon Valley Bank and now Signature Bank, things are looking a...

Following SVB's Collapse, Signature Bank Falls
Active ETF Channel

Following SVB's Collapse, Signature Bank Falls

The fallout from the collapse of Silicon Valley Bank continues. After regulators shut SVB down on...

Occidental Buys Shares Back With Record Free Cash Flow
Free Cash Flow Channel

Occidental Buys Shares Back With Record Free Cash Flow

Occidental Petroleum announced a $3 billion share repurchase program thanks to its “record free...

As Silicon Valley Bank Falls, So Falls Banking Stocks
Active ETF Channel

As Silicon Valley Bank Falls, So Falls Banking Stocks

Stocks, particularly banking stocks, fell Friday as regulators took control of Silicon Valley...

BondBloxx’s Gallegos: Bonds, Like Yields, Are Back
Institutional Income Strategies Channel

BondBloxx’s Gallegos: Bonds, Like Yields, Are Back

This time a year ago, the 60/40 portfolio was presumed dead. But now, investors baffled about...

Vanguard's Jackson & Johnson on Indexed Muni Demand
Fixed Income Channel

Vanguard's Jackson & Johnson on Indexed Muni Demand

Jeff Johnson, head of fixed income product at Vanguard, told VettaFi that his team was seeing a...

Goldman Sachs Launches Community Muni Bond ETF, GMUN
News

Goldman Sachs Launches Community Muni Bond ETF, GMUN

Goldman Sachs Asset Management has launched the Goldman Sachs Community Municipal Bond ETF, an...

Vanguard Launches Short-Term Tax-Exempt Bond ETF, VTES
Fixed Income Channel

Vanguard Launches Short-Term Tax-Exempt Bond ETF, VTES

Vanguard today launched the Vanguard Short-Term Tax-Exempt Bond ETF (VTES A-). The new municipal...

Small-Cap Value ETF Launched by JP Morgan
News

Small-Cap Value ETF Launched by JP Morgan

JPMorgan Asset Management today announced the launch of the JPMorgan Active Small Cap Value ETF (...

Target Free Cash Flow as Fed Signals Rate Hikes
Free Cash Flow Channel

Target Free Cash Flow as Fed Signals Rate Hikes

Many analysts believed that the Federal Reserve was nearing the end of its rate hike cycle, as...

In 2022, Active Domestic Equity Managers Did Well
Active ETF Channel

In 2022, Active Domestic Equity Managers Did Well

The value of an investment manager’s active stock-picking abilities tends to be made clear during...

Survey: Active Traders Confident ETFs Generate Returns
Leveraged & Inverse ETF Channel

Survey: Active Traders Confident ETFs Generate Returns

An overwhelming majority of active traders (92%) feel knowledgeable about exchange traded funds...

Alger Announces Enduring Growth ETF With ESG Mandate
News

Alger Announces Enduring Growth ETF With ESG Mandate

Fred Alger Management has launched the Alger Weatherbie Enduring Growth ETF (AWEG B-), an...

Gain High Yield From Investment-Grade Corporate Debt
Fixed Income Channel

Gain High Yield From Investment-Grade Corporate Debt

While riskier than U.S. government debt, investors are still eyeing corporate debt. Considering...

Ovintiv Has Record Free Cash Flow in "Milestone Year"
Free Cash Flow Channel

Ovintiv Has Record Free Cash Flow in "Milestone Year"

FCF US Quality ETF (TTAC C+) holding Ovintiv generated record free cash flow in what president...

TTAC Has No Exposure to Banks
Free Cash Flow Channel

TTAC Has No Exposure to Banks

The recent collapse of Silicon Valley Bank and Signature Bank has made investors nervous and has...

Recent Rate Hike Serves as High Yield Tailwind
Free Cash Flow Channel

Recent Rate Hike Serves as High Yield Tailwind

The latest rate hike from the Federal Reserve is contributing to an environment in which...

Noah Hamman: “It Could Be a Rough, Rough Year”
News

Noah Hamman: “It Could Be a Rough, Rough Year”

If you were to ask AdvisorShares Founder and CEO Noah Hamman what investors and advisors were...

With High Yield, Low Risks, See Short-Term Treasuries
Fixed Income Channel

With High Yield, Low Risks, See Short-Term Treasuries

While investors have been pumping money into investment-grade corporate fixed income, some bond...

EMDM Invests in Emerging Market Democracies
News

EMDM Invests in Emerging Market Democracies

First Trust Advisors has launched the First Trust Bloomberg Emerging Market Democracies ETF (EMDM...

RELX Uses Free Cash Flow to Acquire 9 Companies
Free Cash Flow Channel

RELX Uses Free Cash Flow to Acquire 9 Companies

RELX Plc, a global provider of information-based analytics and decision tools and a holding in...

Short-Term Treasury Yields at 5%, Rethink Fixed Income
Institutional Income Strategies Channel

Short-Term Treasury Yields at 5%, Rethink Fixed Income

After more than a decade of very low Treasury rates and a positively sloped yield curve,...

2 ETFs: Inverse and Long Exposure to Cramer Stock Picks
News

2 ETFs: Inverse and Long Exposure to Cramer Stock Picks

TV personality Jim Cramer may be the most well-known stock picker. Now, investors can capitalize...

Dave Nadig Talks Active’s Popularity on Yahoo Finance
Active ETF Channel

Dave Nadig Talks Active’s Popularity on Yahoo Finance

While ETFs have historically been an index-only business, more investors are pouring their money...

With Real Assets & DFRA, Hedge Against High Inflation
Free Cash Flow Channel

With Real Assets & DFRA, Hedge Against High Inflation

While inflation in the U.S. has come down considerably from its peak of 9.1% in June, consumer...

Advisors Can't Live on Passive Alone
Active ETF Channel

Advisors Can't Live on Passive Alone

Most advisors worry that having only passive ETFs in their portfolios will leave them unable to...

AllianzIM Expands ETF Suite With 2 New Funds
News

AllianzIM Expands ETF Suite With 2 New Funds

Allianz Investment Management (AllianzIM) announced the launch of two new buffered ETFs with a...

As Stocks Remain Pricy Investors Turn to Fixed Income
Institutional Income Strategies Channel

As Stocks Remain Pricy Investors Turn to Fixed Income

Investors are pumping money back into fixed income while stocks trade at inflated prices and...

Now’s a Good Time to Invest in Commodities
Invest Beyond Cash Channel

Now’s a Good Time to Invest in Commodities

After a decade in which deflationary forces prevailed, the use case for commodities from a...

While the Housing Market Rebounds, Invest in DFRA
Free Cash Flow Channel

While the Housing Market Rebounds, Invest in DFRA

The housing market appears to be rebounding, as signed contracts to buy existing homes in the...

Aim for European Stocks With DBEU and DBEZ
Global Diversification Channel

Aim for European Stocks With DBEU and DBEZ

European equities struggled in 2022, even more than U.S. stocks for the bulk of the year. Now,...

Seize Growth From Disruptive Technology With NBDS
Invest Beyond Cash Channel

Seize Growth From Disruptive Technology With NBDS

The question of how to capture the growth within the disruptive technology sector is becoming...

Get High Yield Exposure While Mitigating Downside Risk
Free Cash Flow Channel

Get High Yield Exposure While Mitigating Downside Risk

While high yield fixed income is on track to be a good performer in 2023, the asset class is not...

Choosing the Right Corporate Bond Fund
Fixed Income Channel

Choosing the Right Corporate Bond Fund

Choosing the right corporate bond ETF can be a challenge. After all, which funds are best suited...

5 Myths About Active Versus Passive
Active ETF Channel

5 Myths About Active Versus Passive

With so much written about the debate between active versus passive over the years, it can...

Capitalize on the Potential of Triple-Cs With XCCC
Institutional Income Strategies Channel

Capitalize on the Potential of Triple-Cs With XCCC

High yield fixed income seems to be making a comeback in 2023 after facing an historically bad...

2 ESG-Focused Covered Call ETFs From Global X
News

2 ESG-Focused Covered Call ETFs From Global X

Global X has expanded its suite of covered call ETFs with the listing of the Nasdaq 100 ESG...

Consider THYF as Markets Could Favor High Yield Bonds
Active ETF Channel

Consider THYF as Markets Could Favor High Yield Bonds

The Federal Reserve’s monetary tightening, geopolitical turmoil, and stubbornly high inflation...

Use HDEF and SNPD to Gain Income from Dividend Stocks
Global Diversification Channel

Use HDEF and SNPD to Gain Income from Dividend Stocks

While the S&P 500 is up 5% year-to-date, the index lost more than 18% in 2022. And even...

Horizon Kinetics Launched an Energy & Remediation ETF
News

Horizon Kinetics Launched an Energy & Remediation ETF

Horizon Kinetics has launched the Horizon Kinetics Energy and Remediation ETF (NYSE Arca: NVIR),...

MicroSectors Goes Long & Short on Gold With New ETFs
News

MicroSectors Goes Long & Short on Gold With New ETFs

REX Shares announced the launch of the MicroSectors Gold 3x Leveraged ETN (NYSE Arca: SHNY) and...

UPS Has Abundant Free Cash Flow to Pay Out Dividends
Free Cash Flow Channel

UPS Has Abundant Free Cash Flow to Pay Out Dividends

United Parcel Service (UPS) is flush with free cash flow. The shipping, receiving, and supply...

Electrification Can Decarbonize the Chemical Industry
Invest Beyond Cash Channel

Electrification Can Decarbonize the Chemical Industry

The chemical industry is the third-largest source of industrial emissions. And yet, little has...

Bob Elliott: Unlimited Replicates Hedge Fund Returns
News

Bob Elliott: Unlimited Replicates Hedge Fund Returns

Prior to co-founding the asset management firm Unlimited, Bob Elliott had spent the bulk of his...

Take Note of Growth Stocks’ Gain With TGRW
Active ETF Channel

Take Note of Growth Stocks’ Gain With TGRW

Growth stocks appear to be making a comeback after value became the new hotness during a volatile...

Consumer Sentiment Disconnected From Spending Habits
Invest Beyond Cash Channel

Consumer Sentiment Disconnected From Spending Habits

The spending habits of Americans have been unpredictable and hard to get a handle on for...

iShares Joins the Metaverse With IVRS
News

iShares Joins the Metaverse With IVRS

BlackRock has launched the iShares Future Metaverse Tech and Communications ETF (NYSE Arca:...

TTAI Holding Novo Nordisk Nearly Doubles Free Cash Flow
Free Cash Flow Channel

TTAI Holding Novo Nordisk Nearly Doubles Free Cash Flow

Novo Nordisk nearly doubled its free cash flow in 2022 from 2021. The Danish pharmaceutical...

Emerging Markets Debt Sees Record Inflows
Fixed Income Channel

Emerging Markets Debt Sees Record Inflows

Declining inflation and China reopening its economy has led overseas debt issuance to soar. In...

Gallegos: “Fixed Income Should Perform Better in 2023”
Institutional Income Strategies Channel

Gallegos: “Fixed Income Should Perform Better in 2023”

BondBloxx Investment Management launched in October of 2021 by ETF industry leaders to provide...

Engine No. 1 Launches SUPP, Transform Supply Chain ETF
News

Engine No. 1 Launches SUPP, Transform Supply Chain ETF

Engine No. 1 the launch of its second actively managed ETF, the Engine No. 1 Transform Supply...

MicroSectors Launches Long and Short Energy ETNs
News

MicroSectors Launches Long and Short Energy ETNs

REX Shares, a provider of alternative investment products, announced the launch of two new...

NBCM “A Success Story”
Invest Beyond Cash Channel

NBCM “A Success Story”

Since being converted into an ETF in October, theNeuberger Berman Commodity Strategy ETF (NBCM A-...

Investopedia: Investors Are “Meh” About Markets
News

Investopedia: Investors Are “Meh” About Markets

Investors are feeling uncertain and, for lack of a better word, “meh,” about markets....

Use TGRW to Find Opportunities in Growth Stocks
Active ETF Channel

Use TGRW to Find Opportunities in Growth Stocks

Growth stocks were hit hard last year as inflation, and rising interest rates eroded purchasing...

TTAC Holding Sylvamo Reports Strong Free Cash Flow
Free Cash Flow Channel

TTAC Holding Sylvamo Reports Strong Free Cash Flow

Sylvamo(NYSE: SLVM), aka “the world’s paper company,” delivered strong free cash flow “despite...

Cambiar Investors to Launch Aggressive Value ETF
News

Cambiar Investors to Launch Aggressive Value ETF

Denver-based investment manager Cambiar Investors has launched the Cambiar Aggressive Value ETF...

Take Advantage of Vanguard’s Active Edge
Fixed Income Channel

Take Advantage of Vanguard’s Active Edge

When talking about active management, managers often cite their philosophy and process that sets...

Tim Coyne: Active ETFs a “Prominent Part of The Market”
Active ETF Channel

Tim Coyne: Active ETFs a “Prominent Part of The Market”

Active ETFs have become increasingly popular with investors and advisors over the past couple of...

Direct Indexing Can Be More Than High Net Worth Clients
Direct Indexing Channel

Direct Indexing Can Be More Than High Net Worth Clients

Direct indexing can provide some additional advantages to investors that are not available in a...

DFHY Capitalizes on High Yield Debt Rally
Free Cash Flow Channel

DFHY Capitalizes on High Yield Debt Rally

Yields for U.S. corporate high yield debt have dropped while prices have climbed, suggesting that...

Digital Native Consumers Offer Advisors an Opportunity
Invest Beyond Cash Channel

Digital Native Consumers Offer Advisors an Opportunity

With younger generations of more digitally native consumers taking a bigger slice of the global...

Expect More Fed Rate Hikes
Active ETF Channel

Expect More Fed Rate Hikes

After the Federal Reserve raised interest rates by 25 basis points last week, investors assumed...

Capitalize on IBM’s Growing Free Cash Flow With TTAC
Free Cash Flow Channel

Capitalize on IBM’s Growing Free Cash Flow With TTAC

IBM’s free cash flow is on the rise. The tech giant reported that it generated $9.3 billion...

PGIA Looks to Replicate Vanguard Fund Model
News

PGIA Looks to Replicate Vanguard Fund Model

PGIA is seeking permission from the Securities and Exchange Commission to create ETFs as a share...

The Inflation Reduction Act Is Benefiting Renewables
Invest Beyond Cash Channel

The Inflation Reduction Act Is Benefiting Renewables

Even though it was just passed in August, the Inflation Reduction Act is already benefitting the...

Buckley: “Technology Is the Embodiment of Our Service”
Fixed Income Channel

Buckley: “Technology Is the Embodiment of Our Service”

Technology is at the heart of what Vanguard provides and continually “needs to be an area of...

To Connect With Clients, Tell Your Story
News

To Connect With Clients, Tell Your Story

For financial advisors, telling your story is a great way to connect with clients, according to...

Good Financial Planning Can Be Good Storytelling
News

Good Financial Planning Can Be Good Storytelling

People are storytellers, not calculators. While numbers confound us, stories define us. And yet,...

In Terms of Markets, “Somebody’s Wrong”
ETF Education Channel

In Terms of Markets, “Somebody’s Wrong”

If there’s a theme that Liz Young, head of investment strategy at SoFi, has been talking about...

China Has “The Tailwinds For Cyclical Recovery”
Beyond Basic Beta Channel

China Has “The Tailwinds For Cyclical Recovery”

VanEck CEO Jan van Eck told attendees at Exchange: An ETF Experience on Monday that China has...

Why Are Active ETFs so Popular? They Exist
Active ETF Channel

Why Are Active ETFs so Popular? They Exist

Despite capital markets being tough last year, ETFs brought in roughly $620 billion in net cash...

Colleagues Pay Tribute to ETF Pioneer Kathleen Moriarty
News

Colleagues Pay Tribute to ETF Pioneer Kathleen Moriarty

State Street executives paid tribute to Kathleen Moriarty, the lawyer instrumental to developing...

Education is Key When Entering the ETF Ecosystem
ETF Building Blocks Channel

Education is Key When Entering the ETF Ecosystem

Three decades after the launch of theSPDR S&P 500 ETF (SPY A), the ETF industry has seen...

Media Pros Offer Tips on Getting Their Attention
News

Media Pros Offer Tips on Getting Their Attention

Financial media is how most investors learn about new products and understand the markets. But...

Big Tech Is No Longer Certain; Consider Active
Active ETF Channel

Big Tech Is No Longer Certain; Consider Active

Big tech had a rough year in 2022. And with Google, Microsoft, Amazon, and Facebook having...

NextEra Energy Doubles Renewable Energy Portfolio
Invest Beyond Cash Channel

NextEra Energy Doubles Renewable Energy Portfolio

NextEra Energy (NEE) announced plans to double its own renewable energy portfolio in the wake of...

ExxonMobil Ends 2022 With Free Cash Flow
Free Cash Flow Channel

ExxonMobil Ends 2022 With Free Cash Flow

ExxonMobil (XOM) announced in its full-year 2022 results that its annual free cash flow reached...

Multi-Strategy Alternative ETF Launch From First Trust
News

Multi-Strategy Alternative ETF Launch From First Trust

First Trust Advisors that it has launched the First Trust Multi-Strategy Alternative ETF (LALT ),...

Timothy Plan Launches “Biblically Responsible” ETF
News

Timothy Plan Launches “Biblically Responsible” ETF

Timothy Partners Ltd. has launched the seventh “biblically responsible” exchange-traded fund...

Sprott Launches 4 Energy Transition Material ETFs
Gold/Silver/Critical Minerals Channel

Sprott Launches 4 Energy Transition Material ETFs

Sprott Asset Management has launched four exchange traded funds focused on providing investors...

High Yield Well-Positioned for This Year
Institutional Income Strategies Channel

High Yield Well-Positioned for This Year

While high yield fixed income faced a bumpy road in 2022 (like all bond funds), rising interest...

AllianzIM Launches 2 Buffered ETFs
News

AllianzIM Launches 2 Buffered ETFs

Allianz Investment Management LLC announced the launch of its February series of U.S. large-cap...

Earnings From Advanced Micro Devices Should Lift SNPG
Global Diversification Channel

Earnings From Advanced Micro Devices Should Lift SNPG

Advanced Micro Devices (NASDAQ: AMD) saw its stock rise on Wednesday after posting strong...

Dave Mazza Named CSO of Roundhill Investments
News

Dave Mazza Named CSO of Roundhill Investments

Dave Mazza has joined thematic ETF provider Roundhill Investments as chief strategy officer. In...

Morgan Stanley Launched 6 Calvert ESG Funds
News

Morgan Stanley Launched 6 Calvert ESG Funds

Morgan Stanley Investment Management (MSIM) announced the launch of six Calvert exchange traded...

ASYMmetric Launches Smart Alpha, Smart Income Funds
News

ASYMmetric Launches Smart Alpha, Smart Income Funds

ASYMmetric ETFs has launched two new funds, the ASYMmetric Smart Income ETF (MORE B) and the ...

E-Commerce Spending Exceeds $1 Trillion in 2022
Invest Beyond Cash Channel

E-Commerce Spending Exceeds $1 Trillion in 2022

E-commerce exceeded $1 trillion in online retail consumer spending last year, a record, according...

Vanguard: Fixed Income Seeing Strong Flows
Fixed Income Channel

Vanguard: Fixed Income Seeing Strong Flows

This time a year ago, fixed income funds were seeing some “pretty hefty outflows,” according to...

ETF Prime: Disruptive Tech and International Stocks
ETF Prime

ETF Prime: Disruptive Tech and International Stocks

In the latest episode of ETF Prime, VettaFi’s vice chair Tom Lydon offered perspective on the...

Emerging Markets Ex China ETF Launched by Strive
News

Emerging Markets Ex China ETF Launched by Strive

Strive Asset Management, the investment firm against “woke capitalism," has launched its...

Use SNPV & SNPE to Invest in GM’s EV Acceleration
Global Diversification Channel

Use SNPV & SNPE to Invest in GM’s EV Acceleration

General Motors Co. is accelerating its electric vehicle production.

In a letter to shareholders,...

Focus on Free Cash Flow Over Tech Earnings With TTAC
Free Cash Flow Channel

Focus on Free Cash Flow Over Tech Earnings With TTAC

Stocks tumbled on Monday as investors wait to see how several big tech firms fared for the final...

Markets Dip, Anticipating Earnings and Fed Decision
Active ETF Channel

Markets Dip, Anticipating Earnings and Fed Decision

Stocks traded down on Monday as investors gear up for multiple earnings and the Federal Reserve’s...

Fixed Income “Has a Huge Potential” to Outperform
Institutional Income Strategies Channel

Fixed Income “Has a Huge Potential” to Outperform

While there’s still reason to be cautious, fixed income “has a huge potential” to deliver strong...

Despite GDP Growth, Recession Fears Still Linger
Active ETF Channel

Despite GDP Growth, Recession Fears Still Linger

Despite volatility and fears of a recession, the U.S. economy ended on an up note. Data released...

Use USNZ To Help Meet Paris Agreement Goals
Global Diversification Channel

Use USNZ To Help Meet Paris Agreement Goals

At the 2015 Paris Climate Accord, more than 190 countries agreed to make sure global warming...

China Reopening Foregrounds Commodities
Invest Beyond Cash Channel

China Reopening Foregrounds Commodities

When Russia originally invaded Ukraine, investors became very focused on how the war would impact...

Fidelity to Launch Tactical Bond ETF
News

Fidelity to Launch Tactical Bond ETF

Fidelity has expanded its lineup of active fixed income ETF strategies by launching the Fidelity...

With DFHY, Buy Into the High Yield Market
Free Cash Flow Channel

With DFHY, Buy Into the High Yield Market

By now, the reasons why 2022 was a bad year for bonds are well documented. Record-high inflation....

The Time Is Right for Active Management to Shine
Active ETF Channel

The Time Is Right for Active Management to Shine

A combination of extraordinary policy action and substantial passive investment flows had a...

XEMD Has Short Duration Emerging Markets Debt Exposure
Institutional Income Strategies Channel

XEMD Has Short Duration Emerging Markets Debt Exposure

While emerging markets debt was among the worst-performing fixed income asset classes in 2022,...

Acquiring High Yield Through Active Management
Active ETF Channel

Acquiring High Yield Through Active Management

Using active management to invest in high yield bonds provides multiple advantages. Active...

Panagram's New Actively Managed CLO ETF
News

Panagram's New Actively Managed CLO ETF

Panagram Structured Asset Management, a $13.5 billion credit asset manager and a subsidiary of...

Consider EMCR, EMSG in Emerging Markets Tailwinds
Global Diversification Channel

Consider EMCR, EMSG in Emerging Markets Tailwinds

Emerging markets, which had a very difficult year in 2022, are getting some tailwinds in 2023;...

Goldman Sachs to Launch Defensive Equity ETF
News

Goldman Sachs to Launch Defensive Equity ETF

Goldman Sachs Asset Management has converted its defensive equity strategy into the Goldman Sachs...

Target Corporate Bonds Screened for ESG Criteria
Fixed Income Channel

Target Corporate Bonds Screened for ESG Criteria

Efforts to integrate environmental, social, and governance (ESG) principles into corporate...

FCF Advisors Sees Deeper Reason for Bear Market
Free Cash Flow Channel

FCF Advisors Sees Deeper Reason for Bear Market

2022 was a tough year to navigate for investors. Sky-high inflation in the U.S. and a land war in...

International Equities Investing With DBAW, DBEF & DBEM
Global Diversification Channel

International Equities Investing With DBAW, DBEF & DBEM

After a rough 2022, some investors are eying international equities to make up for their losses....

5 New Active ETFs Launched by Putnam
News

5 New Active ETFs Launched by Putnam

Putnam Investments has launched five new transparent, actively managed exchange traded funds that...

Benefit From China Reopening With CN
Global Diversification Channel

Benefit From China Reopening With CN

The reopening of China after its strict zero-COVID policy has set the country on a path to...

PIMCO's New Preferred and Capital Securities Active ETF
News

PIMCO's New Preferred and Capital Securities Active ETF

PIMCO is expanding its suite of actively managed exchange traded funds with the launch of the ...

NBDS Is the Anti-ARKK
Invest Beyond Cash Channel

NBDS Is the Anti-ARKK

While the ARK Innovation Fund (ARKK B) continues to be popular among investors, Cathie Wood’s...

2022 Was a Strong Year for Active ETFs
Active ETF Channel

2022 Was a Strong Year for Active ETFs

Despite numerous challenges, 2022 was a strong year for active ETFs. The actively managed ETF...

TTAC Underweight Big Tech, Follows the Free Cash Flow
Free Cash Flow Channel

TTAC Underweight Big Tech, Follows the Free Cash Flow

Big tech had a rough 2022. While the S&P 500 ended the year down 20%, the tech-heavy Nasdaq...

Use Target Duration Treasuries, Capture Outperformance
Institutional Income Strategies Channel

Use Target Duration Treasuries to Capture Outperformance

U.S. Treasuries saw their yields rise sharply throughout 2022 as the Federal Reserve aggressively...

Aim for the Resilient Commodities Sector With NBCM
Invest Beyond Cash Channel

Aim for the Resilient Commodities Sector With NBCM

Thanks to nearly every essential raw material facing low inventories, investors have become...

EATV Is Certified Carbon Neutral Without Buying Credits
News

EATV Is Certified Carbon Neutral Without Buying Credits

VegTech Invest announced on Tuesday that data and analytics provider Ethos has certified its...

Emissions Went Up, but There’s Some Good News
Invest Beyond Cash Channel

Emissions Went Up, but There’s Some Good News

Greenhouse gas emissions rose slightly in the U.S. in 2022, going up by 1.3% from the year prior,...

Use Fixed Income to Navigate Changing Markets
Active ETF Channel

Use Fixed Income to Navigate Changing Markets

2022 was a rough year for fixed income, to say the least. But considering how far the market has...

Consider QARP as Gas Prices Drop
Global Diversification Channel

Consider QARP as Gas Prices Drop

Inflation looks to be slowing down. The Labor Department’s consumer price index reported that...

KraneShares Launched a China Internet Covered Call ETF
Amid Rising Rates, Advisors Consider Active Management
Active ETF Channel

Amid Rising Rates, Advisors Consider Active Management

More advisors are seeing the need to add active management to their portfolios, given the...

Matthews Asia Launches Ex China Active ETF
In 2023, High Yield Corporates Have Outperformance Potential
Institutional Income Strategies Channel

In 2023, High Yield Corporates Have Outperformance Potential

Despite the potential for spread widening if the U.S. heads into a recession, high yield...

Use BNDX, BLV to Target Long-Term Fixed Income
Fixed Income Channel

Use BNDX, BLV to Target Long-Term Fixed Income

Fixed income, which historically provides ballast and diversification in portfolios against...

New Sustainable Battery Metals Strategy Fund From USCF
News

New Sustainable Battery Metals Strategy Fund From USCF

USCF today announced it has launched the USCF Sustainable Battery Metals Strategy Fund (ZSB B-),...

As Confidence In Housing Market Rises Consider DFRA
Free Cash Flow Channel

As Confidence In Housing Market Rises Consider DFRA

While mortgage rates are double what they were a year ago, home prices have been falling since...

Most Active U.S. Stock Funds Beat 2022 Benchmarks
Active ETF Channel

Most Active U.S. Stock Funds Beat 2022 Benchmarks

After a volatile year, active management proved its value — especially when it came to active...

Microsoft Looks to Up Its Web Search Game
Global Diversification Channel

Microsoft Looks to Up Its Web Search Game

In an apparent bid to gain some headway in the web search market dominated by Google, Microsoft...

Top NBDS Holding & Tech Firm to Enhance Driver Safety
Invest Beyond Cash Channel

Top NBDS Holding & Tech Firm to Enhance Driver Safety

The top holding in the Neuberger Berman Disrupters ETF (NBDS B) is partnering with a designer of...

Hypatia WCEO ETF Aims for Companies With Female CEOs
News

Hypatia WCEO ETF Aims for Companies With Female CEOs

Hypatia Capital, an asset management firm focused on sponsoring female CEOs and investors, has...

Buy Into the Corporate Debt Being Issued With VCSH
Fixed Income Channel

Buy Into the Corporate Debt Being Issued With VCSH

U.S. companies are taking advantage of easier financial conditions by issuing billions in debt....

Looking Under the Hood of TTAC
Free Cash Flow Channel

Looking Under the Hood of TTAC

Free cash flow is the cash generated by a company through its operations after accounting for...

New Multi-Asset Income ETF from Franklin Templeton
News

Franklin Templeton Launches Multi-Asset Income ETF

Franklin Templeton launched the Franklin Income Focus ETF (INCM A) on the New York Stock...

Online Holiday Sales Reached Record Highs
Invest Beyond Cash Channel

Online Holiday Sales Reached Record Highs

Sky-high inflation didn’t dampen the holiday spirit of American consumers last year. A report...

Active Management Key to Investment Opportunities
Active ETF Channel

Active Management Key to Finding Investment Opportunities

Using active management to identify idiosyncratic stock ideas is key to pursuing alpha, according...

Treasury Yields Up Following Strong Jobs Report
Fixed Income Channel

Treasury Yields Up Following Strong Jobs Report

U.S. Treasury yields rose after strong jobs data was reported on Thursday. Per CNBC, the yield on...

CHRG Targets EV Materials and Battery Energy Storage
News

CHRG Targets EV Materials and Battery Energy Storage

Element Funds, a new investment firm providing access to the critical metal inputs at the core of...

Stocks Close 2022 With Worst Losses Since 2008
Active ETF Channel

Stocks Close 2022 With Worst Losses Since 2008

Stocks closed out 2022 experiencing their worst annual losses since 2008. CNBC reported that the...

The Push for Net-Zero Represents Big Tailwind for NBCT
Invest Beyond Cash Channel

The Push for Net-Zero Represents Big Tailwind for NBCT

While off to a rocky start and with still a long way to go, the push for net-zero emissions from...

Gabelli Launches Commercial Defense & Aerospace ETF
News

Gabelli Launches Commercial Defense & Aerospace ETF

Gabelli Funds has launched its fifth ETF, the Gabelli Commercial Aerospace & Defense ETF (...

Innovator Announces New Upside Caps for 2023
News

Innovator Announces New Upside Caps for 2023

Innovator Capital Management announced the new upside caps and return profiles for the 14 ETFs in...

Joanna Gallegos: “The Table Is Set for Fixed Income”
Institutional Income Strategies Channel

Joanna Gallegos: “The Table Is Set for Fixed Income”

After a tumultuous year for stock and bond markets, BondBloxx Investment Management co-founder...

NBCM Could Be Impacted by Boom in Agriculture Sector
Invest Beyond Cash Channel

NBCM Could Be Impacted by Boom in Agriculture Sector

The American heartland is seeing a boom while many other industries are facing busts. Amid high...

Active ETFs Can Help Navigate the Likely Recession
Active ETF Channel

Active ETFs Can Help Navigate the Likely Recession

Despite inflation coming down and a persistently strong job market, many still believe that a...

For a Traditional 60/40 Portfolio, Consider BND
Fixed Income Channel

For a Traditional 60/40 Portfolio, Consider BND

Amid a year of record-high inflation and market volatility, there’s been a lot of talk about how...

While Junk Bonds Yield Over 8%, Consider HYLB
Global Diversification Channel

While Junk Bonds Yield Over 8%, Consider HYLB

While it’s been a challenging year for fixed income, falling prices have pushed yields on...

2022's Top-Read Fixed Income ETF Stories
Fixed Income Channel

2022's Top-Read Fixed Income ETF Stories

While equity markets were volatile in 2022, it was a particularly bad year for bond markets. Amid...

2022's Top-Read High-Yield Stories
Institutional Income Strategies Channel

2022's Top-Read High-Yield Stories

In October 2021, a team of ETF industry leaders formed BondBloxx Investment Management, a company...

Top-Read Active ETF Stories in 2022
Active ETF Channel

Top-Read Active ETF Stories in 2022

Amidst a year of volatile markets and record-high inflation, active management became more...

After Two Months, NBCM Sees Considerable Volume
Invest Beyond Cash Channel

After Two Months, NBCM Sees Considerable Volume

Even though the Neuberger Berman Commodity Strategy ETF (NBCM A-) has only been on the market...

DFNV Tailwind From Apple's Free Cash Flow
Free Cash Flow Channel

DFNV Tailwind From Apple's Free Cash Flow

Despite Apple’s stock dropping 25% year-to-date — lower than the S&P 500’s 19%...

This Holiday Season, E-Commerce Makes A Comeback
Invest Beyond Cash Channel

This Holiday Season, E-Commerce Makes A Comeback

Despite the inflationary pressures placed on consumers this year, it’s looking to be a good...

New Adaptive Risk Parity ETF From PMV Capital Advisers
News

New Adaptive Risk Parity ETF From PMV Capital Advisers

PMV Capital Advisers has launched the PMV Adaptive Risk Parity ETF (ARP B), an actively managed...

With New ETF, Vanguard Expands Tax-Exempt Bond Lineup
Fixed Income Channel

With New ETF, Vanguard Expands Tax-Exempt Bond Lineup

Vanguard announced plans to introduce the Vanguard Short-Term Tax-Exempt Bond ETF (VTES A-), a...

Strong Growth May Not Protect From a Recession
Active ETF Channel

Strong Growth May Not Protect From a Recession

Monetary policymakers are working under the assumption that the current growth momentum and...

John Hancock Launches International High Dividend ETF
News

John Hancock Launches International High Dividend ETF

John Hancock Investment Management has launched the John Hancock International High Dividend ETF...

Fixed Income Investors Want More ESG Data
Fixed Income Channel

Fixed Income Investors Want More ESG Data

Most bond investors believe that environmental, social, and governance (ESG) factors are...

NBCT's First Solar Joins S&P 500
Invest Beyond Cash Channel

NBCT's First Solar Joins S&P 500

In a sign that solar power is gaining momentum, S&P MidCap 400 constituent First Solar Inc....

Back Microsoft’s Net Zero Emissions Goals Through USNZ
Global Diversification Channel

Back Microsoft’s Net Zero Emissions Goals Through USNZ

As part of its goal towards net zero emissions by 2050, Microsoft is backing a startup company...

Access the “Goldilocks” of High Yield Bonds
Institutional Income Strategies Channel

Access the “Goldilocks” of High Yield Bonds

While 2022 has been a historically bad year for bond markets, U.S. high yield bonds told a...

On Tesla and ARK, New YieldMax ETFs Seek Covered Call Strategies
Disruptive Technology Channel

On Tesla and ARKK, New YieldMax ETFs Seek Covered Call Strategies

ETF investment and technology platform Tidal Financial Group announced the launch of two ETFs...

Apple and Alphabet Implement Share Buyback Programs
Free Cash Flow Channel

Apple and Alphabet Implement Share Buyback Programs

While tech giants like Apple (AAPL) and Google parent Alphabet (GOOGL) have seen their stocks go...

Treasury Yields Still High Following Latest Rate Hike
Fixed Income Channel

Treasury Yields Still High Following Latest Rate Hike

Treasury yields rose on Monday after the Federal Reserve raised interest rates by 50 basis points...

Adults Drive Toy Sales, Which May Impact DEUS
Global Diversification Channel

Adults Drive Toy Sales, Which May Impact DEUS

It’s not just kids that love Grogu (a.k.a. “Baby Yoda”). Consumers aged 12 and older are...

AiLA Agriculture Strategy ETF Launched by Teucrium on NYSE
Commodities Channel

AiLA Agriculture Strategy ETF Launched by Teucrium on NYSE

Registration for the Teucrium AiLA Long-Short Agriculture Strategy ETF (OAIA C) was made...

Investors Are Expecting a Recession in 2023
Active ETF Channel

Investors Are Expecting a Recession in 2023

Fears that the U.S. economy will fall into a recession in 2023 have never been higher, with many...

The Prospect For Long-Term Treasuries Is Looking Good
Fixed Income Channel

The Prospect For Long-Term Treasuries Is Looking Good

While it’s been a historically bad year for U.S. bonds, yields have gone up considerably this...

Consider High-Quality Bond Funds Before a Recession
Fixed Income Channel

Consider High-Quality Bond Funds Before a Recession

While it’s likely that the Federal Reserve’s attempts to bring down inflation through interest...

T. Rowe Price Active ETFs Outperform Passive Options
Active ETF Channel

T. Rowe Price Active ETFs Outperform Passive Options

T. Rowe Price issued a study concluding that its actively managed funds have outperformed its...

Before Recession Hits, Target Firms With Strong Free Cash Flow
Free Cash Flow Channel

Before Recession Hits, Target Firms With Strong Free Cash Flow

While the Federal Reserve just raised interest rates by 50 basis points following an upbeat...

PGIM Lists Value, Growth, and Multi-Asset ETFs
News

PGIM Lists Value, Growth, and Multi-Asset ETFs

PGIM Investments has launched three actively managed ETFs: the PGIM Jennison Focused Growth ETF (...

High Yield Fixed Income Now Yields Around 8%
Institutional Income Strategies Channel

High Yield Fixed Income Now Yields Around 8%

High yield fixed income has become a lot more attractive to investors now that yields have...

Keurig Dr Pepper Invests in Nutrabolt, It May Jolt NBCC
Invest Beyond Cash Channel

Keurig Dr Pepper Invests in Nutrabolt, It May Jolt NBCC

Keurig Dr Pepper Inc. (NASDAQ: KDP) is investing $863 million in Nutrabolt, maker of the energy...

While Stocks Rally, Target ESG
Global Diversification Channel

While Stocks Rally, Target ESG

Stocks rallied Tuesday morning after the latest consumer price index revealed inflation to be...

Kaiju Buys Into the DIP With New AI ETF
News

Kaiju Buys Into the DIP With New AI ETF

Kaiju ETF Advisors today announced the start of trading for the BTD Capital Fund (NYSE Arca:...

Upbeat Inflation Report Uplifts Stocks
Active ETF Channel

Upbeat Inflation Report Uplifts Stocks

Inflation looks to be easing up a bit more, defying analyst expectations and boosting investor...

Amgen Buying Horizon Therapeutics Could Impact TTAC
Free Cash Flow Channel

Amgen Buying Horizon Therapeutics Could Impact TTAC

Amgen has agreed to buy Horizon Therapeutics in a deal valued at $27.8 billion. The Thousand Oak,...

BNDX and VTEB Show Opportunities Within Fixed Income
Fixed Income Channel

BNDX and VTEB Show Opportunities Within Fixed Income

It’s been a bad year for fixed income. The Federal Reserve raising interest rates to tamp down...

U.S. May See a Boom in Semiconductor Production
Invest Beyond Cash Channel

U.S. May See a Boom in Semiconductor Production

President Joseph R. Biden visited the site of Taiwan Semiconductor Manufacturing Co.’s new...

Growing Producer Costs Increase Yields
Fixed Income Channel

Growing Producer Costs Increase Yields

The latest producer price index preceded Treasury yields rising on Friday. According to CNBC,...

Treasury Yield Growth After Latest Producer Price Index
Institutional Income Strategies Channel

Treasury Yield Growth After Latest Producer Price Index

U.S. Treasury yields rose Friday after the Labor Department posted that wholesale prices went up...

After Wholesale Prices Rise, a Fall From Stocks
Active ETF Channel

After Wholesale Prices Rise, a Fall From Stocks

Stocks fell while Treasury yields rose on Friday morning after the Labor Department reported that...

Eagle Global and TrueMark Target Renewable Energy With RNWZ
News

Eagle Global and TrueMark Target Renewable Energy With RNWZ

TrueMark Investments and Eagle Global Advisors have announced the launch of the TrueShares Eagle...

Benefit From High Treasury Yields With VTIP
Fixed Income Channel

Benefit From High Treasury Yields With VTIP

Treasury yields rose Thursday as investors await key inflation data, with CNBC reporting that the...

Amid High Volatility, Maintain Core Equity Exposure With TTAC
Free Cash Flow Channel

Amid High Volatility, Maintain Core Equity Exposure With TTAC

Core equity markets have been volatile this year, with the S&P 500 down nearly 18%...

QARP May Be Impacted By Falling Gas Prices
Global Diversification Channel

QARP May Be Impacted By Falling Gas Prices

Gas companies like Exxon Mobil, Chevron, and ConocoPhillips rallied during morning trading on...

Active Management Gains Opportunities Amid Market Uncertainty
Active ETF Channel

Active Management Gains Opportunities Amid Market Uncertainty

While active U.S. large‑cap strategies have generally underperformed their passive counterparts...

Former PIMCO PM Forms New Investment Firm: Opal Capital
News

Former PIMCO PM Forms New Investment Firm: Opal Capital

Former PIMCO portfolio manager Austin Graff has formed a new investment management company that...

Dimensional Launches Real Estate and U.S. Large-Cap Value ETFs
News

Dimensional Launches Global Real Estate and U.S. Large-Cap Value ETFs

Dimensional Fund Advisors has announced the launch of two new exchange traded funds that offer...

Invest in the Turbocharging of Renewable Energy
Invest Beyond Cash Channel

Invest in the Turbocharging of Renewable Energy

According to a new report from the IEA, the global energy crisis exacerbated by the war in...

High-Quality High Yield Offers Investors Opportunities
Institutional Income Strategies Channel

High-Quality High Yield Offers Investors Opportunities

Investors are awaiting the Federal Reserve’s decision on how it will move forward with interest...

Tidal Financial Group Launches Credit Opportunities ETF
News

Tidal Financial Group Launches Credit Opportunities ETF

ETF investment and technology platform Tidal Financial Group has listed the Senior Secured Credit...

Turn To Real Assets as Inflation Persists
Free Cash Flow Channel

Turn To Real Assets as Inflation Persists

With the S&P 500 down roughly 16% year-to-date and high inflation persisting, more investors...

Fixed Income Has Opportunities Not Seen in a Decade
Fixed Income Channel

Fixed Income Has Opportunities Not Seen in a Decade

With yields on the rise as investors asses how the Federal Reserve will move forward with raising...

During a Volatile January, Target Equities Responsibly
Active ETF Channel

During a Volatile January, Target Equities Responsibly

As 2022 ends, investors may want to brace themselves for more volatility in January. But it would...

Taiwan Semiconductor Manufacturing's Advanced Chips
Global Diversification Channel

Taiwan Semiconductor Manufacturing's Advanced Chips

Last week, Taiwan Semiconductor Manufacturing Co. founder Morris Chang announced that the company...

Year-End Rally For High Yield
Institutional Income Strategies Channel

Year-End Rally For High Yield

Investors have been more confident about putting money into high yield fixed income now that many...

Stocks Dip in Anticipation of Friday Jobs Report
Active ETF Channel

Stocks Dip in Anticipation of Friday Jobs Report

Following a huge rally, the Dow Jones Industrial Average dropped more than 100 points on Thursday...

Target Free Cash Flow as Companies Report Earnings
Free Cash Flow Channel

Target Free Cash Flow as Companies Report Earnings

A number of large-cap companies have posted lackluster earnings after dealing with inflation,...

AllianzIM Launches U.S. Large-Cap Buffered ETFs
News

AllianzIM Launches Series of U.S. Large-Cap Buffered ETFs This December

Allianz Investment Management announced the launch of its December series of U.S. large-cap...

Gain Yield From Short-Term Treasuries With VGSH
Fixed Income Channel

Gain Yield From Short-Term Treasuries With VGSH

This year will most likely be remembered as one of the worst periods for fixed income. But...

With NBCC, Cash In on Increased Online Holiday Shopping
Invest Beyond Cash Channel

With NBCC, Cash In on Increased Online Holiday Shopping

Inflation is still sky-high, and a recession could be imminent. But apparently consumers did not...

ProShares' New ION ETF Targets Companies Mining Battery Metals
News

ProShares' New ION ETF Targets Companies Mining Battery Metals

ProShares launched the ProShares S&P Global Core Battery Metals ETF (ION C)+, an ETF that...

Get Risk-Managed Exposure to Innovation With DFNV
Free Cash Flow Channel

Get Risk-Managed Exposure to Innovation With DFNV

It may feel like a challenge to capitalize on innovative technology. After all, the ARK...

Use Active Fixed Income ETFs to Harvest Tax Losses
Active ETF Channel

Use Active Fixed Income ETFs to Harvest Tax Losses

Break out the peppermint mochas and eggnog, it’s tax loss harvesting season. With 2022 being a...

Consider VCSH for Short-Duration Corporate Bonds
Fixed Income Channel

Consider VCSH for Short-Duration Corporate Bonds

It’s been a bad yearfor bonds, with 2022 being the worst period for the asset class in nearly a...

SNPG Holding Amazon Launches Into Space
Global Diversification Channel

SNPG Holding Amazon Launches Into Space

In what it’s calling “a first-of-its-kind space experiment,” Amazon’s cloud computing division...

Starbucks’ Earnings Provides NBCC With a Pick-Me-Up
Invest Beyond Cash Channel

Starbucks’ Earnings Provides NBCC With a Pick-Me-Up

While restaurants such as McDonald’s and Yum Brands brought in customers with discounted...

DFHY Provides Access to High Yield, Limited Risk
Free Cash Flow Channel

DFHY Provides Access to High Yield, Limited Risk

After months of outflows from high yield fixed income ETFs, there is a " feeding frenzy...

One State Plan Bets on BondBloxx
Institutional Income Strategies Channel

One State Plan Bets on BondBloxx

Since launching its first seven industry sector-specific high-yield bond ETFs in February,...

The “Sweet Spot” of Income and Growth With TDVG
Active ETF Channel

The “Sweet Spot” of Income and Growth With TDVG

With markets facing high volatility and many analysts foreseeing a recession in our midst, many...

High Yield ETFs Enjoy Inflows After Inflation Report
Institutional Income Strategies Channel

High Yield ETFs Enjoy Inflows After Inflation Report

The recent consumer price index report has made investors more risk-on when it comes to high...

Seek Free Cash Flow While Markets Are in Bear Country
Free Cash Flow Channel

Seek Free Cash Flow While Markets Are in Bear Country

While stocks have rallied in recent weeks, we’re not out of the woods yet. According to Goldman...

Target Commodities Without (Taxable) Cap Gains
Invest Beyond Cash Channel

Target Commodities Without (Taxable) Cap Gains

Commodities funds have been doing well this year, while stock and bond markets have bounced...

Global X Has Listed 3 Sector Covered Call ETFs
Thematic Investing Channel

Global X Has Listed 3 Sector Covered Call ETFs

Global X ETFs announced the launch of three new covered call ETFs covering the financials,...

Is the Bear Market in Its Closing Stages?
Active ETF Channel

Is the Bear Market in Its Closing Stages?

High inflation, rising interest rates, and the possibility of a recession looming over the...

Invest in Disney’s Management With QARP
Global Diversification Channel

Invest in Disney’s Management With QARP

It’s moving day for The Mouse. Shares of Disney spiked during pre-trading on Monday after the...

The Reason Crocs Is a Shoe-In for NBCC
Invest Beyond Cash Channel

The Reason Crocs Is a Shoe-In for NBCC

A few months ago, investors were walking away from Crocs. Now, it’s currently looking like a...

While Inflation Remains, Consider Active Management
Active ETF Channel

While Inflation Remains, Consider Active Management

While the most recent consumer price index report suggested that inflation may be cooling, not...

Hartford to Launch Disciplined U.S. Equity ETF
Multifactor Channel

Hartford to Launch Disciplined U.S. Equity ETF

Hartford Funds announced today the launch of the Hartford Disciplined US Equity ETF (HDUS A-), a...

FCF Advisors Joins With Dynasty Financial Partners
Free Cash Flow Channel

FCF Advisors Joins With Dynasty Financial Partners

Free cash flow specialist FCF Advisors has partnered with Dynasty Financial Partners, a service...

Target High-Yield Corporate Bonds With HYRM
Global Diversification Channel

Target High-Yield Corporate Bonds With HYRM

For high-yield corporate bond investors who thought the recent consumer price index report would...

Hartford to Launch Disciplined U.S. Equity ETF
News

Hartford to Launch Disciplined U.S. Equity ETF

Hartford Funds announced today the launch of the Hartford Disciplined US Equity ETF ((HDUS A-)),...

T. Rowe Price to Launch Floating-Rate ETF
Active ETF Channel

T. Rowe Price to Launch Floating-Rate ETF

T. Rowe Price launched its fifth actively managed fixed income exchange traded fund, the T. Rowe...

Dimensional Launches New ETF
Gradient Tactical Rotation Strategy ETF From Innovator
News

Gradient Tactical Rotation Strategy ETF from Innovator

Innovator Capital Management today announced the listing of theInnovator Gradient Tactical...

Get Short-Term TIPS Coverage With VTIP
Fixed Income Channel

Get Short-Term TIPS Coverage With VTIP

After saying that there’s “a long, long way to go to get inflation down,” CNBC is reporting that...

COP27: Decarbonization Is Front and Center Again
Invest Beyond Cash Channel

COP27: Decarbonization Is Front and Center Again

COP27, the 27th U.N. Climate Change Conference of the Parties to the Paris Agreement on climate,...

NightShares Uses XONE to Manage Cash Collateral
Federated Hermes to Launch U.S. Strategic Dividend ETF
News

Federated Hermes to Launch U.S. Strategic Dividend ETF

Federated Hermes launched the Federated Hermes U.S. Strategic Dividend ETF (FDV B). The new...

Teucrium Boosts Service Offerings for ETF Issuers
Commodities Channel

Teucrium Boosts Service Offerings for ETF Issuers

Teucrium Trading, sponsor of futures-based ETFs, has expanded service offerings for emerging and...

It's Now Time for Active Management
Active ETF Channel

It's Now Time for Active Management

Exchange traded fund issuers are launching more actively managed funds as more investors accept...

Invest in Japan and Mitigate Currency Risk With DBJP
Global Diversification Channel

Invest in Japan and Mitigate Currency Risk With DBJP

The dollar lost ground to Japan’s yen and other currencies after the U.S. Department of...

Simplify Launches Treasury Futures Strategy ETF, TUA
News

Simplify Launches Treasury Futures Strategy ETF, TUA

Tua is not only the name of the potential MVP quarterback of the Miami Dolphins, but also the...

Gain Exposure to the Less Scary Treasury Market
Fixed Income Channel

Gain Exposure to the Less Scary Treasury Market

The latest consumer price index report suggesting that inflation may be cooling down has all of a...

Global X Changes Ticker for Interest Rate Hedge ETF
Thematic Investing Channel

Global X Changes Ticker for Interest Rate Hedge ETF

Global X has changed the ticker symbol for its Global X Interest Rate Hedge ETF (NYSE Arca: IRHG)...

Eduardo Repetto Talks Building Avantis Over 3 Years
Core Strategies Channel

Eduardo Repetto Talks Building Avantis Over 3 Years

Avantis Investors, an investment offering from global asset manager American Century Investments,...

Americans Expect More Inflation
Active ETF Channel

Americans Expect More Inflation

Americans expressed fears that inflation would increase, primarily due to expectations that gas...

Bet on a Bond Market Comeback With BND
Fixed Income Channel

Bet on a Bond Market Comeback With BND

It’s been a dismal year for bond markets, with investors facing the first global fixed income...

AXS Launches ETF to Target “TopGun” Companies
News

AXS Launches ETF to Target “TopGun” Companies

AXS Investments today announced the launch of the AXS Brendan Wood TopGun Index ETF (TGN C+). TGN...

Invest in Millennial Shoppers With NBCC
Invest Beyond Cash Channel

Invest in Millennial Shoppers With NBCC

Millennial shoppers are digital buyers, with most consumers from this generation (86%) making...

Stocks Soar and Treasury Yields Fall After CPI Report
Active ETF Channel

Stocks Soar and Treasury Yields Fall After CPI Report

Stocks surged while Treasury yields plunged after the latest consumer price index report showed...

Add Commodities to Portfolios With NBCM
Invest Beyond Cash Channel

Add Commodities to Portfolios With NBCM

Stock and bond markets have failed to provide strong returns this year, with the S&P 500 down...

Intermediate Bond Funds Like BIV Might Rebound
Fixed Income Channel

Intermediate Bond Funds Like BIV Might Rebound

Investors no longer view fixed income as the safe harbor asset it was once perceived as. Funds...

New Innovator SFLR ETF Tackles Equity Tail Risk
News

New Innovator SFLR ETF Tackles Equity Tail Risk

Innovator Capital Management, the creator of the Defined Outcome ETFs, announced the listing of...

DWS Launched 3 New Xtrackers ESG Equity Funds
Global Diversification Channel

DWS Launched 3 New Xtrackers ESG Equity Funds

DWS has launched three new exchange traded funds that provide exposure to U.S. equity investment...

To Hedge or Not to Hedge: DBEU Versus EFA
Global Diversification Channel

To Hedge or Not to Hedge: DBEU Versus EFA

Investors of foreign securities are also investing in a foreign currency as well. And with global...

XEMD Can Help With Emerging Markets Tax Loss Harvesting
Institutional Income Strategies Channel

XEMD Can Help With Emerging Markets Tax Loss Harvesting

Much of the headlines surrounding emerging markets investing have been negative. Funds...

Angel Oak Launches Residential Mortgage Credit ETF
News

Angel Oak Launches Residential Mortgage Credit ETF

Value-driven structured credit investment firm Angel Oak Capital Advisors has launched its second...

Hold Short-Term, Investment-Grade Bonds With BSV & VUSB
Fixed Income Channel

Hold Short-Term, Investment-Grade Bonds With BSV & VUSB

With volatile markets, rising rates, and a sagging economy, it’s not surprising that many...

Markets Bounce Ahead of Midterms and Inflation Report
Active ETF Channel

Markets Bounce Ahead of Midterms and Inflation Report

Markets traded up on Monday morning in advance of the midterms and a key inflation report coming...

Buy Into Semiconductors and Big Tech Via NBDS
Invest Beyond Cash Channel

Buy Into Semiconductors and Big Tech Via NBDS

While semiconductors have been hit by slowed consumer spending, the market has benefitted from...

Tax Efficiency of ETFs During Capital Gains Season
Core Strategies Channel

Tax Efficiency of ETFs During Capital Gains Season

Capital gains season is almost upon mutual fund investors. This is a time when fund managers...

Client First Launches Active Large-Cap ADPV
News

Client First Launches Active Large-Cap ADPV

Client First Tax & Wealth Advisors announced the launch of its first exchange traded fund,...

Invest in Active Core Bond Fund for Tax Loss Harvesting
Active ETF Channel

Invest in Active Core Bond Fund for Tax Loss Harvesting

As a very volatile year winds down, it’s time for investors to contemplate their tax loss...

Invest in Europe Before the Recovery With DBEU & DBEZ
Global Diversification Channel

Invest in Europe Before the Recovery With DBEU & DBEZ

The likelihood of Europe entering a recession is growing. While the length and scale of such a...

Fed Chair Suggests Rate Hikes Are Here to Stay
Active ETF Channel

Fed Chair Suggests Rate Hikes Are Here to Stay

The Federal Reserve suggesting that aggressive rate hikes aren’t going away anytime soon after...

First Trust Launches Energy Income ETF
News

First Trust Launches Energy Income ETF

Exchange traded fund provider and asset manager First Trust Advisors the launch of the FT Energy...

Access Short Duration Fixed Income With AVSF & SDSI
Core Strategies Channel

Access Short Duration Fixed Income With AVSF & SDSI

Bond markets have been hit with sustained volatility, making them just as unreliable for...

Energy Transition Is a Growing Investment Opportunity
Invest Beyond Cash Channel

Energy Transition Is a Growing Investment Opportunity

Energy transition infrastructure is an investment theme that more investors are turning to as...

Investors Looked to High Yield Before Fed’s Decision
Institutional Income Strategies Channel

Investors Looked to High Yield Before Fed’s Decision

Many investors became bullish on the prospect that the Federal Reserve would ease up on its...

Dimensional Launches 3 New Equity Sustainability ETFs
News

Dimensional Launches 3 New Equity Sustainability ETFs

Dimensional Fund Advisors on Wednesday listed three new equity sustainability exchange traded...

A High-Dividend Yield Approach With HDEF
Global Diversification Channel

A High-Dividend Yield Approach With HDEF

Record-high inflation, rising interest rates, bouncy markets, and the looming threat of a...

AllianzIM Expands ETFs Lineup With NVBT and NVBW
News

AllianzIM Expands ETFs Lineup With NVBT and NVBW

Allianz Investment Management has expanded its lineup of monthly Buffered ETFs with the launch of...

Brace for a Possible Recession With LVOL
Core Strategies Channel

Brace for a Possible Recession With LVOL

October is looking to be a strong month for markets. Though dipping on Monday, the Dow Jones...

Active ETF Launches Are Rising
Active ETF Channel

Active ETF Launches Are Rising

In a sign that more investors want more guidance in their portfolio and that exchange-traded...

Apple Showing Growth and Stability
Global Diversification Channel

Apple Showing Growth and Stability

Apple has shown signs of growth and stability not seen in many of its peers. The Cupertino,...

Simplify Adds BUCK & HIGH to Income-Focused Suite
News

Simplify Adds BUCK & HIGH to Income-Focused Suite

Simplify Asset Management has launched two new income-focused ETFs designed to enhance portfolio...

EMQQ & FMQQ for Tax Loss Harvesting China Tech Stocks
Emerging Markets Channel

EMQQ & FMQQ for Tax Loss Harvesting China Tech Stocks

It’s been a tough time for China tech stocks. Stringent COVID lockdowns and a property market...

KORP Helps Mitigate Investment Losses
Core Strategies Channel

KORP Helps Mitigate Investment Losses

It’s been a rough year for bond markets, with 2022 shaping up to be the worst period for fixed...

Capital Group Has Launched 3 Active Bond ETFs
News

Capital Group Has Launched 3 Active Bond ETFs

Capital Group launched three active bond exchange traded funds on the New York Stock Exchange...

This Top QARP Holding Has Growth Potential
Global Diversification Channel

This Top QARP Holding Has Growth Potential

Microsoft beat expectations for its top and bottom lines for the quarter that ended September 30....

T. Rowe Price Launches THYF
Active ETF Channel

T. Rowe Price Launches THYF

T. Rowe Price has launched the T. Rowe Price U.S. High Yield ETF ((THYF A-)), the firm’s...

TTAC Benefits From Google’s Free Cash Flow
Free Cash Flow Channel

TTAC Benefits From Google’s Free Cash Flow

While Google parent Alphabet reported lackluster earnings after the closing bell on Tuesday, the...

First Trust Launches Aerospace & Defense ETF
News

First Trust Launches Aerospace & Defense ETF

First Trust Advisors has launched a new exchange traded fund, the First Trust Indxx Aerospace...

IndexIQ Adds 2 Funds to Its ESG ETF Suite
Dual Impact Channel

IndexIQ Adds 2 Funds to Its ESG ETF Suite

IndexIQ has launched two new ESG-focused exchange-traded funds on the NYSE Arca today: the IQ...

Angel Oak Debuts UltraShort ETF
News

Angel Oak Debuts UltraShort ETF

Angel Oak Capital Advisors, an investment management firm specializing in value-driven structured...

High Yield Fixed Income Can Help Liquidity Management
Institutional Income Strategies Channel

High Yield Fixed Income Can Help Liquidity Management

High yield fixed income bond ETFs can be a good way for investors to manage their liquidity,...

Apple Transfers iPhone 14 Production to India
Emerging Markets Channel

Apple Transfers iPhone 14 Production to India

Apple’s announcement that it will make its iPhone 14 in India is a clear sign that the tech...

Banking Exec: Recession May Be “Price We Have to Pay”
Active ETF Channel

Banking Exec: Recession May Be “Price We Have to Pay”

While many think the Federal Reserve should ease up on the gas with raising interest rates,...

Neuberger Berman Converts Commodity Strategy Fund
Invest Beyond Cash Channel

Neuberger Berman Converts Commodity Strategy Fund

Neuberger Berman has converted its Neuberger Berman Commodity Strategy Fund into the Neuberger...

Top NBDS Holdings Outperform Rivals
Invest Beyond Cash Channel

Top NBDS Holdings Outperform Rivals

Two top holdings for the actively managed Neuberger Berman Disrupters ETF (NBDS B) outperformed...

Invest in High Yield While Mitigating Risk With DFHY
Free Cash Flow Channel

Invest in High Yield While Mitigating Risk With DFHY

Despite inflation refusing to be tamped down by the Federal Reserve raising interest rates, there...

Goldman Sachs Advises Buying This MID Holding
Core Strategies Channel

Goldman Sachs Advises Buying This MID Holding

Chipotle Mexican Grill Inc. (CMG) is a strong buy due to the restaurant chain opening new...

Ray Dalio: “Picture in China is Still Bright”
Emerging Markets Channel

Ray Dalio: “Picture in China is Still Bright”

While China is dealing with “a lot of uncertainty and a lot of problems,” one investor thinks...

Weigh Active Funds During Sustained Uncertainty
Active ETF Channel

Weigh Active Funds During Sustained Uncertainty

U.S. equities have been wildly unpredictable this year, as high inflation, a hawkish Federal...

Invest in Decarbonization With NBCT
Invest Beyond Cash Channel

Invest in Decarbonization With NBCT

Decarbonization efforts have led to global impact investing becoming a $1 trillion market. But...

TTAC Benefits From Exxon’s Free Cash Flow Generation
Free Cash Flow Channel

TTAC Benefits From Exxon’s Free Cash Flow Generation

Shares of Exxon Mobil Corp. rallied Wednesday morning after Jefferies upgraded the energy giant’s...

Use Xtrackers' SNPE and SMLE For Firms With Strong ESG
Global Diversification Channel

Use Xtrackers' SNPE and SMLE For Firms With Strong ESG

Environmental, social, and governance investing has become increasingly popular among investors....

Amid Stalled Growth, Use FDG
Core Strategies Channel

Amid Stalled Growth, Use FDG

As inflation continues to remain stubbornly high, the Federal Reserve seems determined to...

India E-Tail Market to Hit $170 Billion in 5 Years
Emerging Markets Channel

India E-Tail Market to Hit $170 Billion in 5 Years

India’s e-commerce market has been growing at a rapid clip, thanks to some strong fundamentals...

Stocks Continue Being Whipsawed — Even on Fridays
Active ETF Channel

Stocks Continue Being Whipsawed — Even on Fridays

U.S. stocks have been pummeled in 2022, with the S&P 500 having declined at least 1% during...

Spreads for High Yield Widen
Institutional Income Strategies Channel

Spreads for High Yield Widen

High yield bond spreads have widened in recent weeks. For the week of October 14, spreads for...

Investor Focus on Decarbonization Is Skyrocketing
Invest Beyond Cash Channel

Investor Focus on Decarbonization Is Skyrocketing

Impact investing, which includes investing in decarbonization efforts, has topped $1 trillion...

Pick Quality Growth Stocks During This Rally
Core Strategies Channel

Pick Quality Growth Stocks During This Rally

After volatility knocked back markets last week, stocks rose sharply on Monday as recently...

Alibaba Invests in Cloud Computing With New Campus
Emerging Markets Channel

Alibaba Invests in Cloud Computing With New Campus

Chinese tech giant Alibaba Group Holding Ltd. has opened a new campus for its cloud computing...

Bridgeway Launches New EA Bridgeway Blue Chip ETF
News

Bridgeway Launches New EA Bridgeway Blue Chip ETF

Bridgeway Capital Management has launched the EA Bridgeway Blue Chip ETF ((BBLU A)). The actively...

Banks Up Their Cash Reserves to Brace for a Slowdown
Free Cash Flow Channel

Banks Up Their Cash Reserves to Brace for a Slowdown

Net income for Wall Street’s largest banks – JPMorgan Chase, Morgan Stanley, Citigroup, and...

Consider Currency-Hedged ETFs While the Dollar Is High
Global Diversification Channel

Consider Currency-Hedged ETFs While the Dollar Is High

The U.S. dollar is at its highest level since 2000. According to the IMF, since the start of this...

A Bright Spot Emerges in China
Emerging Markets Channel

A Bright Spot Emerges in China

Overseas investors have been skittish about putting their money in China this year, with its...

Consumers Expect Higher Inflation For Longer
Active ETF Channel

Consumers Expect Higher Inflation For Longer

Market volatility continues as investors process the latest inflation figures and brace for...

Schwab Asset Management Pilots Shareholder Program
News

Schwab Asset Management Pilots Shareholder Program

Schwab Asset Management, the asset management arm of The Charles Schwab Corp., today announced...

American Century's New Short Strategic Income ETF
Core Strategies Channel

American Century's New Short Strategic Income ETF

American Century Investmentsannounced the launch of its newest exchange traded fund. The American...

Emerging Markets Showing Resilience Amid Slowdown
Emerging Markets Channel

Emerging Markets Showing Resilience Amid Slowdown

While the Federal Reserve continues to raise interest rates at an aggressive pace, the U.S....

Environmental and Impact Investing Is Gaining Momentum
Global Diversification Channel

Environmental and Impact Investing Is Gaining Momentum

Despite the crowing against environmental, social, and governance investing from some...

Roundhill Refocuses WEED Exposure
News

Roundhill Refocuses WEED Exposure

Roundhill Investments, an ETF sponsor focused on innovative thematic funds, has refocused the...

Free Cash Flow Could Be “More Reliable” Than Earnings
Free Cash Flow Channel

Free Cash Flow Could Be “More Reliable” Than Earnings

With earnings season set to kick off this week – and analysts being bearish in their forecasts,...

Schwab Introduces New Municipal Bond ETF
News

Schwab Introduces New Municipal Bond ETF

Schwab Asset Management, the asset management arm of The Charles Schwab Corp., launched the ...

Investors Risk-Averse as Market Volatility Continues
Core Strategies Channel

Investors Risk-Averse as Market Volatility Continues

Stocks posted their third consecutive quarter of negative returns, as the Federal Reserve’s...

Institutions Turn to ETFs for High-Yield Fixed Income
Institutional Income Strategies Channel

Institutions Turn to ETFs for High-Yield Fixed Income

Fixed income ETFs, particularly non-core fixed income, “play an expanded role in portfolio...

Several Headwinds Continue to Batter Markets
Active ETF Channel

Several Headwinds Continue to Batter Markets

Markets continue to be volatile as investors await crucial inflation figures and earnings reports...

VC Investor: "Buzz Around India Is Not Unfounded"
Emerging Markets Channel

VC Investor: "Buzz Around India Is Not Unfounded"

While emerging markets have been in a bear market, India continues to be the most promising...

New Unlimited HFND ETF Replicates Hedge Fund Returns
News

New Unlimited HFND ETF Replicates Hedge Fund Returns

On Tuesday, Unlimited, a new investment firm formed by former Bridgewater Associates executive...

Connectivity Among Consumers Is Growing Over Time
Invest Beyond Cash Channel

Connectivity Among Consumers Is Growing Over Time

The COVID pandemic accelerated emerging trends in technology and connectivity and further blurred...

Emerging Markets Stocks Are “Outstandingly Cheap”
Emerging Markets Channel

Emerging Markets Stocks Are “Outstandingly Cheap”

While emerging markets have been through a very tough time — down 40% peak-to-trough — the upshot...

The Rebirth of India’s IPO Market
Emerging Markets Channel

The Rebirth of India’s IPO Market

India is seeing a surge in startups planning to go public. Citing data from Prime Database, ...

Despite the Noise, ESG is Gaining Popularity
Global Diversification Channel

Despite the Noise, ESG is Gaining Popularity

Despite all the political noise and saber-rattling from some, environmental, social, and...

Protect Against Inflation With Real Assets
Free Cash Flow Channel

Protect Against Inflation With Real Assets

Inflation has risen to record heights, with little to no indication that this spike in prices is...

BlackRock's Watson Sees Opportunities in Fixed Income
Active ETF Channel

BlackRock's Watson Sees Opportunities in Fixed Income

While the news about fixed income markets has been dire, there may be many good investment...

Distillate Targets SMID-Cap Stocks Through DSMC
News

Distillate Targets SMID-Cap Stocks Through DSMC

Distillate Capital, a fundamentals-driven equity manager focused on delivering highly...

Take Advantage of Rising Treasury Yields
Institutional Income Strategies Channel

Take Advantage of Rising Treasury Yields

Yields for U.S. Treasuries are soaring as the Federal Reserve continues to raise interest rates...

NightShares Offers 1.5x Exposure to Overnight Markets
Night Effect Channel

NightShares Offers 1.5x Exposure to Overnight Markets

NightShares, an ETF provider founded by industry veterans focused on capturing value from the “...

VanEck Expands Moat Investing Suite With SMOT
Beyond Basic Beta Channel

VanEck Expands Moat Investing Suite With SMOT

VanEck today announced the launch of the VanEck Morningstar SMID Moat ETF (CBOE: SMOT), the...

Global X Expands Covered Call Suite
Thematic Investing Channel

Global X Expands Covered Call Suite

Global X ETFs, the New York-based provider of exchange traded funds, announced today the launch...

Paralel Advisors Launches Debut ETF
News

Paralel Advisors Launches Debut ETF

Paralel Advisors LLC today announced the launch of its first ETF, the SRH U.S. Quality ETF (NYSE...

Investors Need To Take a Position on Carbon Transition
Invest Beyond Cash Channel

Investors Need To Take a Position on Carbon Transition

The transition towards decarbonization is underway, but the speed and shape in which it occurs...

Take Advantage of the Muni Bond Surge With RVNU
Global Diversification Channel

Take Advantage of the Muni Bond Surge With RVNU

Municipal bonds are having their day in the sun, with state- and local-government debt enjoying a...

Volatile Markets Have Opportunity for Active Investors
Active ETF Channel

Volatile Markets Have Opportunity for Active Investors

As volatility continues to pummel markets, this could be a good time for long-term investors to...

Thrivent’s New ESG ETF Takes Small- and Mid-Cap Stocks
News

Thrivent’s New ESG ETF Takes Small- and Mid-Cap Stocks

Thrivent Asset Management has launched an ESG-focused exchange traded fund focused on small- and...

As the Fed Hikes Rates, Invest in Free Cash Flow
Free Cash Flow Channel

As the Fed Hikes Rates, Invest in Free Cash Flow

One of the three newest members of the Federal Reserve board of governors said that high...

With BWEB, Bitwise Invests in Web3
Crypto Channel

With BWEB, Bitwise Invests in Web3

Crypto index fund manager Bitwise Asset Management announced the launch of the Bitwise Web3 ETF...

India to Have a Billion Smartphone Users by 2026
Emerging Markets Channel

India to Have a Billion Smartphone Users by 2026

India’s smartphone usage is blowing up. According to a study by Deloitte, the country is poised...

Diversify Your Portfolio With High-Quality Bond ETFs
Core Strategies Channel

Diversify Your Portfolio With High-Quality Bond ETFs

With inflation persisting, the odds that the Federal Reserve will pivot from its aggressive...

An Active Approach to Investing in Carbon Transition
Invest Beyond Cash Channel

An Active Approach to Investing in Carbon Transition

While there are currently many passive rules governing exposure to the megatrend of carbon...

Higher Yields With Shorter-Duration U.S. Treasuries
Institutional Income Strategies Channel

Higher Yields With Shorter-Duration U.S. Treasuries

While it’s been a bad time for stocks, it’s been even worse for bonds. This year has been the ...

TTAC Is Overweight Tech, Underweight Industrials
Free Cash Flow Channel

TTAC Is Overweight Tech, Underweight Industrials

Free cash flow is the cash a company generates after its cash outflows to pay expenses or support...

Johnson: “This Is the Time That Active Managers Thrive”
Active ETF Channel

Johnson: “This Is the Time That Active Managers Thrive”

Franklin Templeton President and CEO Jenny Johnson believes that the current investment...

Putnam Launches 2 Active ETFs Targeting Biotech
News

Putnam Launches 2 Active ETFs Targeting Biotech

Putnam Investments announced that on Friday, September 30, it will launch two new transparent,...

Neuberger Berman Gets Into ETFs With Megatrend Funds
Invest Beyond Cash Channel

Neuberger Berman Gets Into ETFs With Megatrend Funds

After being in the asset business since 1939, Neuberger Berman entered the exchange-traded fund...

TTAC Versus QUAL: The Dawn of Quality
Free Cash Flow Channel

TTAC Versus QUAL: The Dawn of Quality

Although often compared with one another, theFCF US Quality ETF (TTAC C+) and theiShares Edge...

Say NOPE to Passive Investing With Noble’s Debut ETF
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Say NOPE to Passive Investing With Noble’s Debut ETF

Noble-Impact Capital, a new entrant to the exchange traded fund space led by George Noble, is...

Active Managers Enjoy 3 Tailwinds in Declining Market
Active ETF Channel

Active Managers Enjoy 3 Tailwinds in Declining Market

Amid a declining market, active managers, particularly large-cap active managers, are having...

With NXTE, AXS Targets Those Leading the “Next Economy”
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