James

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

Recent Content By James Comtois
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....

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...

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...

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...

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)...

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...

Crypto Channel

Roundhill Launches Bitcoin Covered Call ETF

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

Free Cash Flow Channel

Why Fundamentals for Healthcare Are Strong

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

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...

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...

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...

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...

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...

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...

News

Calamos Launches Closed-End Funds Income & Arbitrage ETF

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

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

News

Innovator Launches 7 Defined Outcome ETFs

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

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...

News

PGIM Launches 2 Buffer ETFs Series

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

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...

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...

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...

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....

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...

Modern Alpha Channel

WisdomTree Lists Total Return Fund WTBN

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

News

ProShares Launches Covered Call ETF ISPY

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

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....

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...

News

New EV ETF Targets Battery Recycling & Production Market

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

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,...

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...

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...

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...

News

John Hancock Launches Active International Equity ETF JDVI

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

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.

News

PGIM Launches 4 Actively Managed ETFs

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

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...

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....

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...

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...

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...

News

BlackRock Launches Active Total Return ETF BRTR

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

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...

News

AllianceBernstein Launches 5 New Active ETFs

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

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,...

News

Defiance Launches Israel Bond ETF CHAI

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

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...

News

InfraCap Launches Active Small-Cap Income ETF

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

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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....

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...

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...

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...

News

Macquarie Launches 3 Active ETFs

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

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....

News

Counterpoint Debuts AI-Driven Quantitative Equity ETF

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

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 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%...

News

Virtus Transfers JOET ETF to NYSE

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

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,...

News

YieldMax Launches Option Income Strategy ETF on C3.ai

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

Fixed Income Channel

Diving Into the Intricacies of TIPS

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

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...

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...

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...

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...

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...

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...

ETF Prime

ETF Prime: Morris Discusses the Year in Energy ETFs

In the latest episode of ETF Prime, VettaFi Stacey Morris recapped the year in energy ETFs and...

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)...

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...

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,...

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...

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...

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...

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,...

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, ...

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...

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...

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...

News

Amplify ETFs & Samsung AM Launch Active ETF SOF

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

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...

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...

Free Cash Flow Channel

Under the Hood of VFLO

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

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...

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...

Core Strategies Channel

Avantis Rolls Out 3 Active Equity ETFs

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

News

Janus Henderson Launches Active Securitized Income ETF

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

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...

News

First Trust Grows Active Fixed Income ETF Lineup

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

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...

News

Simplify Rolls Out New MBS ETF

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

News

The Bahnsen Group Debuts Dividend ETF

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

News

Gotham Looks to Short Stocks Via SHRT

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

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...

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...

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 a...

News

Dimensional's New Active Large-Cap Fund DFVX

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

News

John Hancock Investment Management Expands ETF Lineup

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

News

Kingsbarn Invests in BDCs & REITs With DVDN

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

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...

News

Roundhill Targets “Recession Kings” With KNGS ETF

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

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...

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 ...

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...

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...

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...

Active ETF Channel

Passive or Active ETFs: Why Not Both?

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

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...

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...

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 ETF Channel

Active ETFs Gain Momentum, Outperforming Passive Peers

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

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

ETF Yield Channel

Morgan Stanley Launches Five Active ETFs

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

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...

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...

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....

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...

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...

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...

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...

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...

Fixed Income Channel

Investors Pour Cash Into Treasury ETFs

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

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....

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...

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...

News

USCF Lists Aluminum Strategy ETF, ALUM

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

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...

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...

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...

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...

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...

News

Calamos Launches Convertible Equity Alternative ETF

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

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...

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...

Fixed Income Channel

Shutdown Avoided! Now Buy Some Treasuries

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

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...

Crypto Channel

Bitwise Launches 2 Ethereum-Themed ETFs

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

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...

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...

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...

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...

News

BlackRock Lists Active Equity Premium Income ETF

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

Core Strategies Channel

Avantis Launches U.S. Large Cap Equity ETF

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

News

Capital Group Launches 5 New Active ETFs

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

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...

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....

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 (...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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,...

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...

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...

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...

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...

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...

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...

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...

News

YieldMax Launches Option Income Strategy ETF on Advanced Micro Devices

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

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...

Direct Indexing Channel

Build Around Existing Positions With Direct Indexing

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

News

Bahl & Gaynor Launches Active Income Growth ETF

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

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...

News

BlackRock Lists Five iShares TIPS ETFs

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

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Direct Indexing Channel

Check Out Direct Indexing for Customized Portfolios

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

Direct Indexing Channel

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

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

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...

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...

News

F/m Investments Launches New Opportunistic Income ETF

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

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...

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...

News

iMGP & Polen Capital Launch Active Global Growth ETF

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

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...

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...

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...

News

Innovator Lists New September Buffer ETF

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

News

AllianzIM Launches New September Buffered ETFs

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

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...

News

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

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

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American Beacon Targets Global Trends With AHLT

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

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...

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...

Artificial Intelligence Channel

Looking Past the Big Names For AI Opportunities

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

News

Segall Bryant & Hamill Targets Superior Growth Potential With USSE

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

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...

News

Madison’s New MAGG ETF Targets Fixed Income Securities

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

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...

News

AXS Investments' RINC Targets Mortgage REITS

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

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...

China Insights Channel

KraneShares Launches New Dynamic Emerging Markets Strategy ETF

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

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...

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...

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...

Direct Indexing Channel

The Countless Benefits of Direct Indexing

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

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...

News

Roundhill Launches a New Global Luxury ETF

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

News

Congress Asset Management's New Equity Growth ETFs

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

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 Channel

Free Cash Flow Avoids Hollywood Accounting

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

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Direct Indexing Channel

Reduce Concentrated Positions With Personalized Indexing

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

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...

Direct Indexing Channel

Direct Indexing: A Case Study

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

News

AllianzIM Unveils August Buffered ETF Series

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

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...

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...

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...

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”...

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...

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...

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...

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...

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...

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 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,...

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,...

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...

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...

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...

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...

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...

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...

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...

News

Panagram Launches Second Active CLO ETF

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

News

Touchstone Launches Active Fixed Income ETF

Touchstone Investments launched the Touchstone Securitized Income ETF (TSEC B+), an actively...

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Innovator's New Equity Defined Protection ETF

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

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....

News

JPMorgan Launches 2 New Municipal Bond ETFs

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

News

Matthews Asia Targets South Korea With MKOR ETF

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

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 Channel

Direct Indexing Defers Capital Gains

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

News

NYSE’s ETF Leaders: Democracy Investments’ Julie Cane

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

Institutional Income Strategies Channel

Use XEMD to Invest in Emerging Markets Debt With Confidence

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

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...

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...

News

Blueprint and Chesapeake Capital Go Trend Following With TFPN

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

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....

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,...

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...

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...

News

Simplify Launches Multi-Quantitative Strategy ETF With QIS

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

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...

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...

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%...

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...

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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...

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 Channel

Direct Indexing Mitigates Concentration Risk

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

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...

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

ETF Prime: Dave Nadig Talks Spot Bitcoin ETFs

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

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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...

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,...

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...

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...

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...

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...

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...

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...

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 Channel

Direct Indexing Deconcentrates Your Portfolio

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

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...

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...

News

Dimensional Launches California Municipal Bond ETF

Dimensional Fund Advisors has launched the Dimensional California Municipal Bond ETF (DFCA B+) on...

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BITX Offers Leveraged Long Exposure to Cryptocurrency Futures

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

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Simplify Launches Active Opportunistic Credit ETF With CRDT

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

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NYSE’s ETF Leaders: Kimberly Russell of State Street

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

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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...

Direct Indexing Channel

Manage Your Own Portfolio With Direct Indexing

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

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...

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...

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New ETF to TUNE Into Music & Media Sectors

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

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PIMCO Launches Two Active Fixed Income ETFs

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

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...

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...

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...

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BMO Launches +/- 3X MAX Airlines ETNs

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

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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...

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...

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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...

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’...

Direct Indexing Channel

Who Direct Indexing Is For Ideally

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

Direct Indexing Channel

Increase After-Tax Alpha With Direct Indexing

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

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 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...

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...

News

Simplify Launches Market Neutral Equity Long/Short ETF

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

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...

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...

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...

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...

News

NYSE’s ETF Leaders: Mark Zeitoun of Columbia Threadneedle

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

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 Channel

Direct Indexing Counters Greenwashing

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

News

Goldman Sachs' New MarketBeta Total International Equity ETF

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

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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

ETF Prime: Tom Lydon Discusses Advisor Polling Data

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

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...

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 Channel

Direct Indexing Can Do What ETFs Can’t

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

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...

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...

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...

News

AllianzIM Launches June Buffered ETFs

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

Direct Indexing Channel

Customize Holdings With Direct Indexing

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

News

NYSE’s ETF Leaders: AllianzIM’s Johan Grahn

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

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...

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...

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...

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

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...

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...

Direct Indexing Channel

3 Ways Direct Indexing Benefits Investors

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

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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...

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...

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...

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BlackRock Adds to ETF Suite

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

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 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...

News

NYSE’s ETF Leaders: Jeffrey Sherman of DoubleLine

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

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Parabla, A New Issuer, Launches Debut Innovation ETF

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

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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...

News

Euclidean Technologies Targets Undervalued Stocks

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

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...

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Roundhill Launches CHAT, Generative AI & Technology ETF

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

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 Channel

Direct Indexing Automation Helps Tax-Loss Harvesting

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

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...

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...

News

NYSE’s ETF Leaders: Robert Minter of abrdn

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

News

BNY Mellon Launches Two Thematic ETFs

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

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...

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...

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,...

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AllianceBernstein Launches New High Yield ETF

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

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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...

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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...

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....

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NYSE’s ETF Leaders: Joe Hohn of Dimensional

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

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...

Institutional Income Strategies Channel

Amid Uncertainty, Investors Turn to Treasury ETFs

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

News

Emerging Markets Equity, TIPS ETFs Launched by JPMorgan

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

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Bridges Capital Tactical ETF Offers Downside Protection

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

News

Get NVIDIA Stock Price Exposure in New YieldMax ETF

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

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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...

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Tema's New Active Luxury and Reshoring ETFs

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

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...

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...

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PIMCO's New Commodity Strategy Active ETF

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

Direct Indexing Channel

ETF Prime: Nadig Considers Prospective ETF Ideas

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

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...

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...

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....

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...

News

4 New Envestnet “ActivePassive” ETFs Debut

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

News

Envestnet’s Dana D'Auria Talks New ETFs

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

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...

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NYSE’s ETF Leaders: AllianceBernstein’s Noel Archard

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

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...

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 B) is...

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...

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 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...

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, ...

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 (...

News

This New ETF Gives Exposure to Tanker Shipping Futures

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

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,...

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...

News

AllianzIM Launches New May ETFs With Buffer

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

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...

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...

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...

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...

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...

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...

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...

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...

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...

News

Columbia Threadneedle Launches Real Estate ETF CRED

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

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...

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...

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...

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...

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...

News

NYSE’s ETF Leaders: Nuveen’s Briton Ryan

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

Active ETF Channel

A Recession May Be Inevitable

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

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 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...

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...

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 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...

News

NYSE’s ETF Leaders: Michael Lane

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

Institutional Income Strategies Channel

Consider Treasury Funds of Different Durations

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

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...

Direct Indexing Channel

Use Direct Indexing for Customizing ESG Investments

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

News

Beacon Capital Launches Tactical and Selective Risk ETFs

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

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...

Active ETF Channel

Using Active Value in the Current Market

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

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...

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...

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 ...

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 Channel

Direct Indexing Can Benefit From Volatility

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

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...

News

NYSE’s ETF Leaders: ProShares' Simeon Hyman

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

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...

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 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...

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...

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...

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...

Beyond Basic Beta Channel

Robotics ETF Launch From VanEck

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

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...

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....

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,...

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...

News

NYSE’s ETF Leaders: THOR’s Brad Roth

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

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...

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 B-)...

Direct Indexing Channel

Use Cases for Direct Indexing

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

News

DoubleLine Launches DMBS and DCMB

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

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...

News

AllianzIM Lists 3 Upside Caps for April Buffered ETFs

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

News

Innovator Lists 4 Income-Focused Defined Outcome ETFs

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

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...

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....

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...

News

New Dynamic Tactical ETF From Summit Global Investments

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

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

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...

Commodities Channel

Simplify Initiates HARD Launch on Commodity ETF

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

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,...

Fixed Income Channel

Add Duration to Your Portfolio

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

Climate Insights Channel

Drive Towards Electrification Metals With KARS & KMET

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

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...

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...

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...

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...

News

3 New Active Equity ETFs From AllianceBernstein

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

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...

Crypto Channel

Bitwise Launches Bitcoin-Linked ETF

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

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

News

First Trust's New Inflation Sensitive Equity ETF

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

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...

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...

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...

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...

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...

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...

News

Goldman Sachs Launches Community Muni Bond ETF, GMUN

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

Fixed Income Channel

Vanguard Launches Short-Term Tax-Exempt Bond ETF, VTES

Vanguard today launched the Vanguard Short-Term Tax-Exempt Bond ETF (VTES B). The new municipal...

News

Small-Cap Value ETF Launched by JP Morgan

JPMorgan Asset Management today announced the launch of the JPMorgan Active Small Cap Value ETF (...

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...

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...

Leveraged & Inverse ETF Channel

Survey: Active Traders Confident ETFs Generate Returns

An overwhelming majority of active traders (92%) feel knowledgeable about exchange traded funds...

News

Alger Announces Enduring Growth ETF With ESG Mandate

Fred Alger Management has launched the Alger Weatherbie Enduring Growth ETF (AWEG B), an actively...

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...

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...

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...

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...

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...

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...

News

EMDM Invests in Emerging Market Democracies

First Trust Advisors has launched the First Trust Bloomberg Emerging Market Democracies ETF (EMDM...

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...

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,...

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...

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...

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...

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...

News

AllianzIM Expands ETF Suite With 2 New Funds

Allianz Investment Management (AllianzIM) announced the launch of two new buffered ETFs with a...

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...

Megatrends 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...

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...

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,...

Megatrends Channel

Seize Growth From Disruptive Technology With NBDS

The question of how to capture the growth within the disruptive technology sector is becoming...

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...

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...

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...

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...

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...

Active ETF Channel

Consider THYF as Markets Could Favor High Yield Bonds

The Federal Reserve’s monetary tightening, geopolitical turmoil, and stubbornly high inflation...

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...

News

Horizon Kinetics Launched an Energy & Remediation ETF

Horizon Kinetics has launched the Horizon Kinetics Energy and Remediation ETF (NYSE Arca: NVIR),...

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...

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...

Megatrends Channel

Electrification Can Decarbonize the Chemical Industry

The chemical industry is the third-largest source of industrial emissions. And yet, little has...

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...

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...

Megatrends Channel

Consumer Sentiment Disconnected From Spending Habits

The spending habits of Americans have been unpredictable and hard to get a handle on for...

News

iShares Joins the Metaverse With IVRS

BlackRock has launched the iShares Future Metaverse Tech and Communications ETF (NYSE Arca:...

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...

Fixed Income Channel

Emerging Markets Debt Sees Record Inflows

Declining inflation and China reopening its economy has led overseas debt issuance to soar. In...

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...

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...

News

MicroSectors Launches Long and Short Energy ETNs

REX Shares, a provider of alternative investment products, announced the launch of two new...

Megatrends Channel

NBCM “A Success Story”

Since being converted into an ETF in October, theNeuberger Berman Commodity Strategy ETF (NBCM A-...

News

Investopedia: Investors Are “Meh” About Markets

Investors are feeling uncertain and, for lack of a better word, “meh,” about markets....

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...

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...

News

Cambiar Investors to Launch Aggressive Value ETF

Denver-based investment manager Cambiar Investors has launched the Cambiar Aggressive Value ETF...

Fixed Income Channel

Take Advantage of Vanguard’s Active Edge

When talking about active management, managers often cite their philosophy and process that sets...

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 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...

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...

Megatrends Channel

Digital Native Consumers Offer Advisors an Opportunity

With younger generations of more digitally native consumers taking a bigger slice of the global...

Active ETF Channel

Expect More Fed Rate Hikes

After the Federal Reserve raised interest rates by 25 basis points last week, investors assumed...

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...

News

PGIA Looks to Replicate Vanguard Fund Model

PGIA is seeking permission from the Securities and Exchange Commission to create ETFs as a share...

Megatrends Channel

The Inflation Reduction Act Is Benefiting Renewables

Even though it was just passed in August, the Inflation Reduction Act is already benefitting the...

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...

News

To Connect With Clients, Tell Your Story

For financial advisors, telling your story is a great way to connect with clients, according to...

News

Good Financial Planning Can Be Good Storytelling

People are storytellers, not calculators. While numbers confound us, stories define us. And yet,...

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...

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...

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...

News

Colleagues Pay Tribute to ETF Pioneer Kathleen Moriarty

State Street executives paid tribute to Kathleen Moriarty, the lawyer instrumental to developing...

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...

News

Media Pros Offer Tips on Getting Their Attention

Financial media is how most investors learn about new products and understand the markets. But...

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...

Megatrends Channel

NextEra Energy Doubles Renewable Energy Portfolio

NextEra Energy (NEE) announced plans to double its own renewable energy portfolio in the wake of...

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...

News

Multi-Strategy Alternative ETF Launch From First Trust

First Trust Advisors that it has launched the First Trust Multi-Strategy Alternative ETF (LALT ),...

News

Timothy Plan Launches “Biblically Responsible” ETF

Timothy Partners Ltd. has launched the seventh “biblically responsible” exchange-traded fund...

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...

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...

News

AllianzIM Launches 2 Buffered ETFs

Allianz Investment Management LLC announced the launch of its February series of U.S. large-cap...

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...

News

Dave Mazza Named CSO of Roundhill Investments

Dave Mazza has joined thematic ETF provider Roundhill Investments as chief strategy officer. In...

News

Morgan Stanley Launched 6 Calvert ESG Funds

Morgan Stanley Investment Management (MSIM) announced the launch of six Calvert exchange traded...

News

ASYMmetric Launches Smart Alpha, Smart Income Funds

ASYMmetric ETFs has launched two new funds, the ASYMmetric Smart Income ETF (MORE B) and the ...

Megatrends Channel

E-Commerce Spending Exceeds $1 Trillion in 2022

E-commerce exceeded $1 trillion in online retail consumer spending last year, a record, according...

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

ETF Prime: Disruptive Tech and International Stocks

In the latest episode of ETF Prime, VettaFi’s vice chair Tom Lydon offered perspective on the...

News

Emerging Markets Ex China ETF Launched by Strive

Strive Asset Management, the investment firm against “woke capitalism," has launched its...

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,...

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...

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...

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...

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...

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...

Megatrends Channel

China Reopening Foregrounds Commodities

When Russia originally invaded Ukraine, investors became very focused on how the war would impact...

News

Fidelity to Launch Tactical Bond ETF

Fidelity has expanded its lineup of active fixed income ETF strategies by launching the Fidelity...

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....

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...

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,...

Active ETF Channel

Acquiring High Yield Through Active Management

Using active management to invest in high yield bonds provides multiple advantages. Active...

News

Panagram's New Actively Managed CLO ETF

Panagram Structured Asset Management, a $13.5 billion credit asset manager and a subsidiary of...

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;...

News

Goldman Sachs to Launch Defensive Equity ETF

Goldman Sachs Asset Management has converted its defensive equity strategy into the Goldman Sachs...

Fixed Income Channel

Target Corporate Bonds Screened for ESG Criteria

Efforts to integrate environmental, social, and governance (ESG) principles into corporate...

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...

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....

News

5 New Active ETFs Launched by Putnam

Putnam Investments has launched five new transparent, actively managed exchange traded funds that...

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...

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 ...

Megatrends Channel

NBDS Is the Anti-ARKK

While the ARK Innovation Fund (ARKK B+) continues to be popular among investors, Cathie Wood’s...

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...

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...

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...

Megatrends Channel

Aim for the Resilient Commodities Sector With NBCM

Thanks to nearly every essential raw material facing low inventories, investors have become...

News

EATV Is Certified Carbon Neutral Without Buying Credits

VegTech Invest announced on Tuesday that data and analytics provider Ethos has certified its...

Megatrends 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,...

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...

Global Diversification Channel

Consider QARP as Gas Prices Drop

Inflation looks to be slowing down. The Labor Department’s consumer price index reported that...

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...

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...

Fixed Income Channel

Use BNDX, BLV to Target Long-Term Fixed Income

Fixed income, which historically provides ballast and diversification in portfolios against...

News

New Sustainable Battery Metals Strategy Fund From USCF

USCF today announced it has launched the USCF Sustainable Battery Metals Strategy Fund (ZSB B-),...

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...

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...

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...

Megatrends 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...

News

Hypatia WCEO ETF Aims for Companies With Female CEOs

Hypatia Capital, an asset management firm focused on sponsoring female CEOs and investors, has...

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....

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...

News

Franklin Templeton Launches Multi-Asset Income ETF

Franklin Templeton launched the Franklin Income Focus ETF (INCM A) on the New York Stock...

Megatrends Channel

Online Holiday Sales Reached Record Highs

Sky-high inflation didn’t dampen the holiday spirit of American consumers last year. A report...

Active ETF Channel

Active Management Key to Finding Investment Opportunities

Using active management to identify idiosyncratic stock ideas is key to pursuing alpha, according...

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...

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...

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...

Megatrends 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...

News

Gabelli Launches Commercial Defense & Aerospace ETF

Gabelli Funds has launched its fifth ETF, the Gabelli Commercial Aerospace & Defense ETF (...

News

Innovator Announces New Upside Caps for 2023

Innovator Capital Management announced the new upside caps and return profiles for the 14 ETFs in...

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...

Megatrends 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 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...

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...

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...

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...

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...

Active ETF Channel

Top-Read Active ETF Stories in 2022

Amidst a year of volatile markets and record-high inflation, active management became more...

Megatrends Channel

After Two Months, NBCM Sees Considerable Volume

Even though the Neuberger Berman Commodity Strategy ETF (NBCM A-) has only been on the market...

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%...

Megatrends 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...

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...

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 B), a...

Active ETF Channel

Strong Growth May Not Protect From a Recession

Monetary policymakers are working under the assumption that the current growth momentum and...

News

John Hancock Launches International High Dividend ETF

John Hancock Investment Management has launched the John Hancock International High Dividend ETF...

Fixed Income Channel

Fixed Income Investors Want More ESG Data

Most bond investors believe that environmental, social, and governance (ESG) factors are...

Megatrends 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....

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

News

PGIM Lists Value, Growth, and Multi-Asset ETFs

PGIM Investments has launched three actively managed ETFs: the PGIM Jennison Focused Growth ETF (...

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...

Megatrends 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...

Global Diversification Channel

While Stocks Rally, Target ESG

Stocks rallied Tuesday morning after the latest consumer price index revealed inflation to be...

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:...

Active ETF Channel

Upbeat Inflation Report Uplifts Stocks

Inflation looks to be easing up a bit more, defying analyst expectations and boosting investor...

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,...

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...

Megatrends Channel

U.S. May See a Boom in Semiconductor Production

President Joseph R. Biden visited the site of Taiwan Semiconductor Manufacturing Co.’s new...

Fixed Income Channel

Growing Producer Costs Increase Yields

The latest producer price index preceded Treasury yields rising on Friday. According to CNBC,...

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...

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...

News

Eagle Global and TrueMark Target Renewable Energy With RNWZ

TrueMark Investments and Eagle Global Advisors have announced the launch of the TrueShares Eagle...

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...

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%...

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 ETF Channel

Active Management Gains Opportunities Amid Market Uncertainty

While active U.S. large‑cap strategies have generally underperformed their passive counterparts...

News

Former PIMCO PM Forms New Investment Firm: Opal Capital

Former PIMCO portfolio manager Austin Graff has formed a new investment management company that...

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...

Megatrends 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...

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...

News

Tidal Financial Group Launches Credit Opportunities ETF

ETF investment and technology platform Tidal Financial Group has listed the Senior Secured Credit...

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 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...

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...

Global Diversification Channel

Taiwan Semiconductor Manufacturing's Advanced Chips

Last week, Taiwan Semiconductor Manufacturing Co. founder Morris Chang announced that the company...

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...

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...

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,...

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...

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...

Megatrends 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...

News

ProShares' New ION ETF Targets Companies Mining Battery Metals

ProShares launched the ProShares S&P Global Core Battery Metals ETF (ION B), an ETF that...

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...

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...

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...

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...

Megatrends Channel

Starbucks’ Earnings Provides NBCC With a Pick-Me-Up

While restaurants such as McDonald’s and Yum Brands brought in customers with discounted...

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...

Institutional Income Strategies Channel

One State Plan Bets on BondBloxx

Since launching its first seven industry sector-specific high-yield bond ETFs in February,...

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...

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...

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...

Megatrends Channel

Target Commodities Without (Taxable) Cap Gains

Commodities funds have been doing well this year, while stock and bond markets have bounced...

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,...

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...

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...

Megatrends 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...

Active ETF Channel

While Inflation Remains, Consider Active Management

While the most recent consumer price index report suggested that inflation may be cooling, not...

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...

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...

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...

News

Hartford to Launch Disciplined U.S. Equity ETF

Hartford Funds announced today the launch of the Hartford Disciplined US Equity ETF ((HDUS A-)),...

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...

News

Gradient Tactical Rotation Strategy ETF from Innovator

Innovator Capital Management today announced the listing of theInnovator Gradient Tactical...

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...

Megatrends 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,...

News

Federated Hermes to Launch U.S. Strategic Dividend ETF

Federated Hermes launched the Federated Hermes U.S. Strategic Dividend ETF (FDV ). The new...

Commodities Channel

Teucrium Boosts Service Offerings for ETF Issuers

Teucrium Trading, sponsor of futures-based ETFs, has expanded service offerings for emerging and...

Active ETF Channel

It's Now Time for Active Management

Exchange traded fund issuers are launching more actively managed funds as more investors accept...

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...

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...

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...

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)...

Core Strategies Channel

Eduardo Repetto Talks Building Avantis Over 3 Years

Avantis Investors, an investment offering from global asset manager American Century Investments,...

Active ETF Channel

Americans Expect More Inflation

Americans expressed fears that inflation would increase, primarily due to expectations that gas...

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...

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...

Megatrends Channel

Invest in Millennial Shoppers With NBCC

Millennial shoppers are digital buyers, with most consumers from this generation (86%) making...

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...

Megatrends 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...

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...

News

New Innovator SFLR ETF Tackles Equity Tail Risk

Innovator Capital Management, the creator of the Defined Outcome ETFs, announced the listing of...

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...

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...

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...

News

Angel Oak Launches Residential Mortgage Credit ETF

Value-driven structured credit investment firm Angel Oak Capital Advisors has launched its second...

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...

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...

Megatrends Channel

Buy Into Semiconductors and Big Tech Via NBDS

While semiconductors have been hit by slowed consumer spending, the market has benefitted from...

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...

News

Client First Launches Active Large-Cap ADPV

Client First Tax & Wealth Advisors announced the launch of its first exchange traded fund,...

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...

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...

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...

News

First Trust Launches Energy Income ETF

Exchange traded fund provider and asset manager First Trust Advisors the launch of the FT Energy...

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...

Megatrends Channel

Energy Transition Is a Growing Investment Opportunity

Energy transition infrastructure is an investment theme that more investors are turning to as...

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...

News

Dimensional Launches 3 New Equity Sustainability ETFs

Dimensional Fund Advisors on Wednesday listed three new equity sustainability exchange traded...

Global Diversification Channel

A High-Dividend Yield Approach With HDEF

Record-high inflation, rising interest rates, bouncy markets, and the looming threat of a...

News

AllianzIM Expands ETFs Lineup With NVBT and NVBW

Allianz Investment Management has expanded its lineup of monthly Buffered ETFs with the launch of...

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 Channel

Active ETF Launches Are Rising

In a sign that more investors want more guidance in their portfolio and that exchange-traded...

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,...

News

Simplify Adds BUCK & HIGH to Income-Focused Suite

Simplify Asset Management has launched two new income-focused ETFs designed to enhance portfolio...

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...

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...

News

Capital Group Has Launched 3 Active Bond ETFs

Capital Group launched three active bond exchange traded funds on the New York Stock Exchange...

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....

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...

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...

News

First Trust Launches Aerospace & Defense ETF

First Trust Advisors has launched a new exchange traded fund, the First Trust Indxx Aerospace...

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...

News

Angel Oak Debuts UltraShort ETF

Angel Oak Capital Advisors, an investment management firm specializing in value-driven structured...

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,...

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...

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,...

Megatrends Channel

Neuberger Berman Converts Commodity Strategy Fund

Neuberger Berman has converted its Neuberger Berman Commodity Strategy Fund into the Neuberger...

Megatrends Channel

Top NBDS Holdings Outperform Rivals

Two top holdings for the actively managed Neuberger Berman Disrupters ETF (NBDS B) outperformed...

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...

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...

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...

Active ETF Channel

Weigh Active Funds During Sustained Uncertainty

U.S. equities have been wildly unpredictable this year, as high inflation, a hawkish Federal...

Megatrends Channel

Invest in Decarbonization With NBCT

Decarbonization efforts have led to global impact investing becoming a $1 trillion market. But...

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...

Global Diversification Channel

Use Xtrackers' SNPE and SMLE For Firms With Strong ESG

Environmental, social, and governance investing has become increasingly popular among investors....

Core Strategies Channel

Amid Stalled Growth, Use FDG

As inflation continues to remain stubbornly high, the Federal Reserve seems determined to...

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...

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...

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...

Megatrends Channel

Investor Focus on Decarbonization Is Skyrocketing

Impact investing, which includes investing in decarbonization efforts, has topped $1 trillion...

Core Strategies Channel

Pick Quality Growth Stocks During This Rally

After volatility knocked back markets last week, stocks rose sharply on Monday as recently...

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...

News

Bridgeway Launches New EA Bridgeway Blue Chip ETF

Bridgeway Capital Management has launched the EA Bridgeway Blue Chip ETF ((BBLU A)). The actively...

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...

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...

Emerging Markets Channel

A Bright Spot Emerges in China

Overseas investors have been skittish about putting their money in China this year, with its...

Active ETF Channel

Consumers Expect Higher Inflation For Longer

Market volatility continues as investors process the latest inflation figures and brace for...

News

Schwab Asset Management Pilots Shareholder Program

Schwab Asset Management, the asset management arm of The Charles Schwab Corp., today announced...

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 Channel

Emerging Markets Showing Resilience Amid Slowdown

While the Federal Reserve continues to raise interest rates at an aggressive pace, the U.S....

Global Diversification Channel

Environmental and Impact Investing Is Gaining Momentum

Despite the crowing against environmental, social, and governance investing from some...

News

Roundhill Refocuses WEED Exposure

Roundhill Investments, an ETF sponsor focused on innovative thematic funds, has refocused the...

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,...

News

Schwab Introduces New Municipal Bond ETF

Schwab Asset Management, the asset management arm of The Charles Schwab Corp., launched the ...

Core Strategies Channel

Investors Risk-Averse as Market Volatility Continues

Stocks posted their third consecutive quarter of negative returns, as the Federal Reserve’s...

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...

Active ETF Channel

Several Headwinds Continue to Batter Markets

Markets continue to be volatile as investors await crucial inflation figures and earnings reports...

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...

News

New Unlimited HFND ETF Replicates Hedge Fund Returns

On Tuesday, Unlimited, a new investment firm formed by former Bridgewater Associates executive...

Megatrends Channel

Connectivity Among Consumers Is Growing Over Time

The COVID pandemic accelerated emerging trends in technology and connectivity and further blurred...

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...

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, ...

Global Diversification Channel

Despite the Noise, ESG is Gaining Popularity

Despite all the political noise and saber-rattling from some, environmental, social, and...

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...

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...

News

Distillate Targets SMID-Cap Stocks Through DSMC

Distillate Capital, a fundamentals-driven equity manager focused on delivering highly...

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...

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 “...

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...

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...

News

Paralel Advisors Launches Debut ETF

Paralel Advisors LLC today announced the launch of its first ETF, the SRH U.S. Quality ETF (NYSE...

Megatrends 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...

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...

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...

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...

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...

Crypto Channel

With BWEB, Bitwise Invests in Web3

Crypto index fund manager Bitwise Asset Management announced the launch of the Bitwise Web3 ETF...

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...

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...

Megatrends Channel

An Active Approach to Investing in Carbon Transition

While there are currently many passive rules governing exposure to the megatrend of carbon...

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 ...

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...

Active ETF Channel

Johnson: “This Is the Time That Active Managers Thrive”

Franklin Templeton President and CEO Jenny Johnson believes that the current investment...

News

Putnam Launches 2 Active ETFs Targeting Biotech

Putnam Investments announced that on Friday, September 30, it will launch two new transparent,...

Megatrends Channel

Neuberger Berman Gets Into ETFs With Megatrend Funds

After being in the asset business since 1939, Neuberger Berman entered the exchange-traded fund...

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...

News

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 ETF Channel

Active Managers Enjoy 3 Tailwinds in Declining Market

Amid a declining market, active managers, particularly large-cap active managers, are having...

News

With NXTE, AXS Targets Those Leading the “Next Economy”

AXS Investments today announced the launch of theAXS Green Alpha ETF (NXTE B). NXTE is an...

Core Strategies Channel

Avantis Debuts 2 Active, Equity-Focused ETFs

Avantis Investors, an investment offering from American Century Investments, has expanded its...

News

Hennessy Adds Stance ESG Large Cap ETF to Lineup

Hennessy Advisors has signed a definitive agreement with Stance Capital and Red Gate Advisers to...

Emerging Markets Channel

Nubank Adds 70 Million Customers in Latin America

Nubank is seeing meteoric growth and is continuing to expand. The São Paulo-based digital bank...

News

John Hancock to Launch U.S. High Dividend ETF

John Hancock Investment Management has launchedthe John Hancock U.S. High Dividend ETF JHDV. The...

Institutional Income Strategies Channel

With Yields of 8.8%, High Yield Deserves Its Moniker

High yield bonds are living up to their name this year. With yields now at an average of 8.8% —...

Active ETF Channel

This Recession Will Differ From Others

Recession fears are mounting as central banks continue to raise rates and issue increasingly...

Fixed Income Channel

Vanguard to Liquidate U.S. Liquidity Factor ETF

Vanguard announced that the $44.2 million Vanguard U.S. Liquidity Factor ETF (VFLQ B) will be...

Core Strategies Channel

As Recession Fears Rise, Consider Lower Volatility

Fears that the economy will fall into a recession surged after the Federal Reserve raised rates...

Active ETF Channel

Stocks Dip After Fed’s Latest Rate Hike

Stocks dipped on Wednesday after the Federal Reserve announced its third consecutive interest...

Core Strategies Channel

Buy Active Core Bond ETFs as Yields Soar

Bond yields have skyrocketed this week after the Federal Reserve announced its third consecutive...

Emerging Markets Channel

Investors See India as a Port in the Storm

After a subdued first half of the year, global investors have become net buyers of Indian...

Megatrends Channel

Gens Y & Z Will Have 3x The Purchasing Power

Generation Y, aka Millennials, has surpassed Baby Boomers as the largest generation in history....

Active ETF Channel

Diminish Recession Risk With Active Management

With the latest jumbo rate hike from the Federal Reserve, fixed income investors have accepted...

Core Strategies Channel

Crush Recession Fears With Actively Managed Bond Funds

Investors appear to be finally accepting the idea that the Federal Reserve will raise interest...

Emerging Markets Channel

Kevin O'Leary Thinks it "Crazy" to Avoid Region

Despite the political issues around owning Chinese stocks, and although China’s economy has...

Free Cash Flow Channel

Why Free Cash Flow Better Determines Profitability

While earnings have long been the yardstick for determining a company’s profitability, they can...

Institutional Income Strategies Channel

Avoid Duration Drift Risk With U.S. Treasury ETFs

U.S. Treasury exchange traded funds represent more than $200 billion in assets within the $1.2...

Active ETF Channel

Markets Dip as Investors Prepare for Fed Decision

Stocks fell on Monday morning as investors anticipate the U.S. Federal Reserve’s policy meeting...

Megatrends Channel

Take a Disciplined Approach to Disruptive Innovation

While disruptive technology is nothing new, the rate at which this space is changing is...

Emerging Markets Channel

MercadoLibre to Double Its Electric Van Fleet

MercadoLibre is looking to double its electric delivery vehicle fleet in Latin America to more...

Active ETF Channel

Active Managers Could Have Best Year Since 2009

Active managers are on track to have their best year since 2009. Data from S&P Dow Jones...

Free Cash Flow Channel

Redefine Being a Quality Company Through Free Cash Flow

Accounting practices can present a distorted picture of a publicly traded company’s...

Crypto Channel

Hashdex Launches ’33 Act Bitcoin ETF With DEFI

Hashdex, an asset manager specializing in cryptocurrency, announced the launch of the Hashdex...

Core Strategies Channel

Get Less Whipsawed With This Low Volatility Fund

Markets have been bouncing around this week, a sign that investors are still uncertain about how...

Megatrends Channel

The World Is Getting Serious About Infrastructure

The COVID-19 pandemic and the war in Ukraine have revealed vulnerabilities in our supply chains...

News

OneAscent Launches Two New Funds With OAIM & OAEM

OneAscent Investment Solutions has launched two new exchange traded funds: the OneAscent...

Institutional Income Strategies Channel

BondBloxx Launches Suite of Target Duration ETFs

BondBloxx Investment Management announced the launch of a suite of eight duration-specific U.S....

Free Cash Flow Channel

Seek Free Cash Flow As Inflation Persists

While several economists had hoped that falling gas prices would curb inflation, the latest...

ETF Prime

ETF Prime: Crigger on an ETF Milestone, ARK’s Future

In the latest episode of ETF Prime, VettaFi’s Lara Crigger and Nate Geraci discuss an ETF...

Emerging Markets Channel

India Has Elements for Long-Term, Sustainable Growth

Things are looking very bright for India. After surpassing the U.K. to become the fifth-largest...

News

New KARB ETF for Those Wanting Access to Carbon Markets

Carbon Fund Advisors Inc. announced the launch of the Carbon Strategy ETF ((KARB B-)), an...

Core Strategies Channel

A Targeted Approach to Value Investing With This ETF

Rising inflation and the Fed’s aggressive plan to raise interest rates have taken a lot of the...

Megatrends Channel

Invest in Digital Consumers With This ETF

While consumers in developed markets have been using the internet to shop for decades, the growth...

Free Cash Flow Channel

This Real Assets ETF Is Strong During a Volatile Year

Investors are currently challenged with the threat of persistent inflationary pressure....

Active ETF Channel

Inflation Goes Up and Stocks Go Down

Stocks fell on Thursday after newly released inflation data showed that prices aren’t going down...

News

THOR Hammers Down on Low Volatility With New Fund

THOR Financial Technologies today announced the launch of its first exchange traded fund, the...

Active ETF Channel

Investors Still Migrate Towards Active ETFs

Not only are investors continuing to migrate from mutual funds to exchange-traded funds, but they...

Institutional Income Strategies Channel

High Yield Is Living Up to its Moniker

High yield is really living up to its name. An Ice Data Services index shows that yields on...

Megatrends Channel

Amid a Backdrop of Geopolitical Risks, Seek Megatrends

The recent surge in geopolitical risks has reminded companies and the U.S. government that stable...

Emerging Markets Channel

India Offers Hope Amid a Dire Time

While emerging markets have been hit hard recently, with foreign investors dumping EM stocks and...

Core Strategies Channel

ESG Investing Remains Priority for Investors

While many Republicans are acting performatively outraged over the concept of environmental,...