Karrie

Karrie Gordon is a writer for ETF Database and its sister site, ETF Trends.

Recent Content By Karrie Gordon
ETF Investing Channel

5 ETFs For When Market Volatility Spikes

Market volatility remains a fairly persistent aspect for investors to contend with in the back...

Tax Efficient Income Channel

Nasdaq-100 Income ETF QQQI Crosses $500 Million

Launched at the end of January, the NEOS Nasdaq 100 High Income ETF (QQQI A-) recently crossed...

Invest Beyond Cash Channel

Don’t Miss the Nearly 7% Yield on This Credit Income ETF

As investors continue to expand their bond portfolios, they would do well to consider the ...

China Insights Channel

Keep Your Dividend Portfolio Timely With KVLE

Another month of inflation data surprising to the upside highlighted the ongoing market...

Portfolio Construction Channel

Actively Managed LSGR Outperforms Equity Benchmarks YTD

When seeking an opportunity heading into the last quarter of the year, investors need to look no...

Tax Efficient Income Channel

Options Income ETF SPYI Soars Past $2 Billion in AUM

In a sea of options-based ETFs, the NEOS S&P 500 High Income ETF (SPYI A) continues to prove...

ETF Investing Channel

6 ETFs to Enhance Your Equity Portfolio

While some debate the merits of active versus passive investment, advisors and investors no...

Climate Insights Channel

Don’t Miss Out, KARS Is on the Move

Recent policy commitments within China lifted Mainland and Hong Kong markets in the last two...

ETF Investing Channel

Rate Cuts Benefit These 2 Equity Categories

Interest rate cuts historically benefit equities, resulting in outperformance for the next year...

Invest Beyond Cash Channel

This ETF Is Your One-Stop Shop for Commodities

Investors seeking to diversify their portfolio often turn to commodities for the low correlations...

Tax Efficient Income Channel

This Equity Income ETF a Consistent Outperformer in Its Class

Options-based strategies continue toattract money as investors broaden their income streams....

China Insights Channel

Harness the Next Decade of AI Investing With AGIX

Almost every investor carries AI exposures within their equity portfolios to some degree. As the...

Climate Insights Channel

U.K. Becomes First G7 Country to Eliminate Coal

The birthplace of coal power generation announced the end of an era as it shut down its last...

Tax Efficient Income Channel

NEOS Expands Fixed Income Lineup With HYBI

NEOS Investments, manager of the popular NEOS S&P 500 High Income ETF (SPYI A), launched its...

China Insights Channel

China Stocks Clock Best Day Since 2008

Mainland China stocks soared Monday, notching their best single-day rally in 16 years. Supportive...

Tax Efficient Income Channel

NEOS Investments Thriving 2 Years Later

Options-based strategies appear here to stay, as broad adoption remains ongoing for institutional...

Portfolio Construction Channel

The Reality of Diminishing Retirement Security

Natixis Investment Managers recently conducted its annual Global Survey of Individual Investors....

Portfolio Construction Channel

For Retirees, Interest Rates & Inflation Remain a Risk

The last two years brought challenges for investors across all walks of life, but particularly...

News

America’s Changing Economic Landscape: A New Growth Trend

Despite labor market woes and the ability of the Fed to navigate a soft landing, the U.S. economy...

ETF Investing Channel

3 ETFs to Harness Small-Cap Rebound Potential in Falling Rates

As the Federal Reserve turned its eye from inflation to protecting the labor market at August’s...

Climate Insights Channel

As Rates Decline, What To Do With Excess Cash?

Rising and elevated rates led to an abundance of cash parked in money markets in the last two...

Tax Efficient Income Channel

Don’t Miss Income Oriented IWMI When Small-Cap Investing

The Fed’s aggressive September rate cut could prove a boon to small-cap businesses in the months...

ETF Investing Channel

Look to Commercial Real Estate & FPRO Amid Rate Cuts

Advisors and investors looking for opportunities in a declining rate environment would do well to...

Climate Insights Channel

RGGI Clears Yet Another Record Carbon Auction

The Regional Greenhouse Gas Initiative (RGGI) recently held its third auction for the year early...

Free Cash Flow Channel

How to Reduce Your P/E Exposure While Investing for Growth

Rising recession concerns, geopolitical risks, and the rapid unwinding of the yen trade are among...

Modern Alpha Channel

How to Think About International Investments This Fall

U.S. investors tend to have a home bias when it comes to investing, which may lead to missed...

ETF Investing Channel

FDVV: Not Your Average Dividend ETF

Advisors and investors looking to add potential diversification to their dividend allocations...

News

Fed Takes Aggressive Rate Cut Approach: Now What?

The Federal Reserve cut interest rates by 0.50% today as it continues to aim for a soft-landing...

Free Cash Flow Channel

VFLO Reaches Double Milestone

This year’s summer months proved anything but sleepy in markets as a rotation from growth to...

Tax Efficient Income Channel

QQQI Outperforms Among Nasdaq Income ETF Peers

Market volatility remains an elevated risk in the latter half of the year. Investors looking to...

Invest Beyond Cash Channel

Underwriting: An Overlooked Third Option for Portfolios

Traditional portfolios invest in two fundamental ways. They either loan to a company through the...

Climate Insights Channel

UK Allowance Prices Rally, Buoyed by Investment Funds

This year continues to prove a challenging one for global carbon markets in the short-term....

ETF Investing Channel

Considering Multifactor Strategies When Investing in U.S. Equities

Several potential risks loom over markets in the second half, particularly within the U.S. For...

Free Cash Flow Channel

Oil Tankers in Focus: Under the Hood of SFLO

Oil tankers benefitted from heightened geopolitical turmoil and tension in the first half of the...

Climate Insights Channel

It’s the Hottest Summer On Record…. Again

This summer broke heat records yet again, for the second consecutive year. 2024 remains solidly...

Portfolio Construction Channel

August’s PMI Underscores Need for Active Management

Signals of ongoing weakening within the manufacturing sector sent stocks tumbling on Tuesday,...

Free Cash Flow Channel

Know What You Own When Diversifying With Quality

Investors remained mindful of valuations and concentration risk within major equity benchmarks...

ETF Investing Channel

Navigate Second Half Shocks and Volatility With FDLO

Election risk, recession risk, and more loom over second-half markets, creating the potential for...

Tax Efficient Income Channel

Get Paid to Wait Out Market Volatility With Options Strategies

Market volatility continues as investors anxiously await the Friday jobs report after a week of...

Climate Insights Channel

Diversify Your Equity Portfolio With Actively Engaged KSEA

Investors remain hopeful of Fed interest rate cuts this month, based on supportive economic data...

Portfolio Construction Channel

Diversify Your Fixed Income Portfolio With LSST

Investors looking to add bond exposures should consider the+Natixis Loomis Sayles Short Duration...

Tax Efficient Income Channel

BNDI: Enhanced Bond Tax Efficiency Without Sacrificing Income

August’s PMI print lends further supporting evidence to a Federal Reserve interest rate cut later...

Tax Efficient Income Channel

IWMI Brings Tax-Efficient, High Income to Small-Caps

Investors continue adding small-cap exposures to their portfolios ahead of potential interest...

Disruptive Technology Channel

5 Companies You’ve Probably Missed When AI Investing

With much of the artificial intelligence hype centered around Nvidia, it’s been easy to miss...

ETF Yield Channel

3 Key Considerations for Fixed Income in Months Ahead

Market outlooks and expectations continue to evolve in the second half on changing economic data,...

Climate Insights Channel

Look for Opportunity Amidst Volatility With KCSH

Investors eagerly anticipate the beginning of interest rate cuts next month as the narrative...

Portfolio Construction Channel

An Advisor’s Guide to Current Sustainable Investing Trends

The second half brings with it a host of investment risks and opportunities for advisors and...

Free Cash Flow Channel

VFLO Q2 Rebalance Highlights Free Cash Flow Yield

Investors seeking an investment that combines quality companies with a growth tilt would do well...

Tax Efficient Income Channel

The Tax Implications of Your Short-Term Investments

As tax season draws nearer, advisors and investors increasingly look to their portfolio to...

ETF Investing Channel

Fidelity Offers Core Equity Exposure with Active Benefits

Many funds exist for equity investors, but few combine the benefits of core exposures alongside...

Tax Efficient Income Channel

Harness Equity Volatility For Income With SPYI

Markets remain volatile in an ever-changing macro narrative of U.S. rate cuts, evolving...

Climate Insights Channel

KEUA a Buy Heading Into Fall Months

Investors looking for opportunity in the second half would do well to keep an eye toward European...

Portfolio Construction Channel

Don’t Fall for These 3 Value Investing Myths

A number of myths exist about value investing as it pertains to timing the economic cycle,...

ETF Yield Channel

PHEQ Mitigated Losses in Early August Sell-Off

Rate cuts may prove a boon for fixed income this fall, but potential economic weakening creates a...

Climate Insights Channel

Avoid Currency and Duration Risk With KCSH

In the rush to move out on the yield curve ahead of potential rate cuts next month, investors...

ETF Investing Channel

FQAL Offers Quality, Potential Opportunity in Second Half

Signs of further economic weakening in July caused recession fears to spike as we head into the...

Climate Insights Channel

Pummeled CCA Prices Create "Asymmetric Opportunity"

California carbon allowance (CCA) prices continue declining this year due to tightening delays...

News

5 Years Later, DBMF Proves Value of Managed Futures

Alternatives continue to garner interest and portfolio allocations as investors look beyond...

ETF Investing Channel

Why Now May Be an Exciting Time for Active Bond ETFs

The second half of 2024 appears increasingly favorable for actively managed bond ETFs. Michael...

Tax Efficient Income Channel

At 6 Months, QQQI Offers Notable Yields and Upside Capture

The NEOS Nasdaq 100 High Income ETF (QQQI A-) hit six-months of trading at the end of last month....

Free Cash Flow Channel

Worried About Small-Cap Liquidity? Consider SFLO

Investors looking ahead to eventual interest rate cuts or simply wanting to diversify their...

Portfolio Construction Channel

Model Portfolios: Benefiting From the Best

This year remains busy for advisors as market volatility persists amidst a confluence of risk...

Climate Insights Channel

Diversify Your Income Portfolio Without Sacrificing Yields

A new entrant to the ultra-short duration bond ETF category may offer diversification...

Free Cash Flow Channel

Diversify Your Core Equity Sector Exposure With VFLO

After a decade of low to negative free cash flow (FCF), the oil and gas industry now has an...

Free Cash Flow Channel

A Free Cash Flow Focus May Help Bolster Equity Returns

A proliferation of ETF strategies in recent years means investors now find themselves with many...

ETF Investing Channel

2 Questions to Ask When Investing in Dividend ETFs

Dividend ETFs often appeal to investors seeking reliable or elevated income opportunities. Before...

ETF Investing Channel

An Actively Managed, Core Large-Cap ETF for Portfolios

July brought with it a market rotation mid-month as investors pivoted from large-cap to small-cap...

Tax Efficient Income Channel

IWMI Roars Out of the Gate With 14.03% Distribution Yield

The recently launchedNEOS Russell 2000 High Income ETF (IWMI )just crossed its first full month...

ETF Investing Channel

3 Funds for Bullish SMID Investors

Small cap stocks experienced a flux of inflows in mid-July as investor rate cut hopes soared....

Portfolio Construction Channel

A Second-Half Global Bond Market Outlook

Markets remain hopeful for a rate cut this fall as economic indicators continue to signal easing...

Portfolio Construction Channel

Where Strategists See Market Opportunities in Second Half

Markets face several challenges in the second half as recession fears reignite and the U.S....

Free Cash Flow Channel

Enhance Your Quality Exposures With These Two ETFs

Signs of economic weakening at the end of the second quarter raised investor concerns about...

Portfolio Construction Channel

Strategists Believe Politics Top Macro Risk in Second Half

As worries about a near-term recession continue to fade, strategists now look to political...

Free Cash Flow Channel

Look for Long-Term Opportunity With Free Cash Flow Yield

Advisors and investors looking for quality companies often use free cash flow (FCF) as a measure...

ETF Yield Channel

2 Options Strategies to Augment Your Equity Portfolio

Options strategies remain a popular choice with advisors and investors for the benefits they...

ETF Investing Channel

Thematic Investing with Fidelity Passive ETFs

Advisors and investors don’t lack options when it comes to thematic investing strategies. The...

ETF Yield Channel

Now’s a Good Time to Consider Active Equity ETFs

The market rotation from large- and mega-cap growth stocks and into cyclical stocks continues in...

Free Cash Flow Channel

Dispelling the Free Cash Flow CapEx Myth With VFLO

Potential economic slowing remains a top concern for many investors heading into the second half...

Portfolio Construction Channel

Harness Volatility While Investing for Income and Quality

The summer months generally bring a lull in markets. While July may be bucking that trend,...

Crypto Channel

Spot Ether ETFs Face Challenging First Week

The price of ether fell in the wake of the launch of the spot ether ETFs on Tuesday, July 23....

Tax Efficient Income Channel

Boost Your Bond Portfolio’s Tax Efficiency With BNDI

Advisors and investors continue moving out on the yield curve as economic and inflation data...

ETF Yield Channel

This Total Return Bond ETF Beats the Benchmark YTD

A robust second-quarter GDP reading sent 10-year Treasury yields falling as investors look to the...

Tax Efficient Income Channel

How to Augment Your Retirement Income for Tax Efficiency

For investors at or near retirement, making the most of income matters. Increasing the tax...

Climate Insights Channel

European Elections a Boon for Carbon Market Outlook

Elections in Europe this summer likely create ongoing foundational support for the carbon market...

ETF Yield Channel

Hedge Your Large-Cap Exposure With PHEQ

Earnings misses and hopes of a September rate cut saw many investors dropping large-cap tech...

Tax Efficient Income Channel

Don’t Overlook IWMI Amidst the Small-Cap Rotation

On a confluence of factors in the last week that include rate cut hopes and high mega-cap...

Tax Efficient Income Channel

Why Options Strategies Remain Popular in 2024

Options strategies continue to prove popular with a growing contingent of advisors and investors....

Portfolio Construction Channel

3 Strategies for More Selective Portfolio Construction

As market volatility continues in mid-July, major equity indexes still manage to notch new highs....

ETF Yield Channel

Look to the Eaton Vance ETF Suite When Bond Investing

Flows into fixed income ETFs continue this week on interest rate cut hopes. Investors looking to...

Climate Insights Channel

An Advisor's Guide to Carbon Allowance Portfolio Allocation

Investors looking for opportunity and diversification beyond traditional allocations would do...

ETF Yield Channel

Balance Longer Duration With EVSD While Capturing Income

Investors and markets appear enormously optimistic regarding the potential for an interest rate...

News

Goldman Sachs On Generative AI: It’s Complicated

Artificial intelligence and generative AI remain the proverbial hype trains of thematic investing...

Tax Efficient Income Channel

SPYI Continues to Outperform Amongst Income Peers

Investors looking to harness tax-efficient, high-income within broad equities continue turning to...

Tax Efficient Income Channel

As Small-Caps Surge, Look to IWMI for Income

June’s cooling CPI print resulted in a snapback for small cap stocks while large-cap tech indexes...

Tax Efficient Income Channel

Cash Alternatives ETF CSHI Crosses $500 Million

In a year of volatility and risk, cash alternatives continue to prove a notable choice by...

ETF Yield Channel

A Second Half Investor’s Guide: 4 Key Investment Themes

The second half narrative remains dominated by the path of interest rates, inflation, and the...

ETF Yield Channel

A Second Half Investor’s Guide: Fiscal Policy and the U.S. Dollar

The second half of 2024 will likely be heavily dominated by the election, inflation, and interest...

ETF Investing Channel

Consider FVAL When Adding Value

The significant performance of several mega-cap growth stocks buoyed equity markets for much of...

Free Cash Flow Channel

Why High Quality Is Worth It

The threat of persistent inflation hangs over markets in the second quarter as investors weigh...

Portfolio Construction Channel

Will the Fed Cut Rates? A Midyear Outlook With Natixis

Investors and markets remain highly focused on economic data, looking for clear indicators of the...

Tax Efficient Income Channel

Consider Distribution Taxation When Optimizing Portfolios

While the market outlook for interest rate cuts becomes increasingly more optimistic, several...

Climate Insights Channel

KEUA a Fund to Watch in the Summer Months

European Union carbon allowance prices remain muted this year, but summer months could result in...

ETF Investing Channel

An Advisor’s Guide to Fidelity’s Disruptive ETF Suite

Thematic investing continues to garner attention at the midyear point on sustained artificial...

Portfolio Construction Channel

Advisor Opportunities for Generation X

The latchkey generation begins retirement next year and faces a host of investment concerns and...

Portfolio Construction Channel

ETFs in U.S. Likely to Cross $10 Trillion By 2027

The popularity of exchange-traded funds remains undiminished nearly 35 years after their...

Portfolio Construction Channel

An Advisor’s Guidebook for Moving Off the Cash Sidelines

High yields in money markets and CDs, alongside prolonged market uncertainty and risk, resulted...

ETF Investing Channel

Fidelity’s Preferred Stock ETF FPFD Crosses 3 Years

Income generating ETFs remain popular given the market uncertainty and volatility of the last two...

Climate Insights Channel

“Father of Carbon Trading” Puts Markets in Perspective

The energy transition is well underway globally, creating opportunity for investors. One core...

Tax Efficient Income Channel

SPYI Sails Past $1.5 Billion AUM

In a market of muddled sentiment, the NEOS S&P 500 High Income ETF (SPYI A) continues to...

ETF Investing Channel

Why Blue Chips Are Ripe for Growth Investing

Investors often turn to blue chip companies in periods of market and economic stress. Valued for...

ETF Yield Channel

EVSM Brings Track Record of Outperformance to ETF Investors

The first half of 2024 saw increased mutual fund to ETF conversions. These funds bring the...

Free Cash Flow Channel

Put Cash to Work in Free Cash Flow Strategies

In an investing environment rife with risk, one of the top investment trends of the last year...

Portfolio Construction Channel

The Retirement Reality Facing Generation X

Generation X, arguably the most overlooked generation, comes of retirement age as early as this...

ETF Investing Channel

Fidelity Sustainable U.S. Equity ETF FSST Beating Benchmark on 3-Year Anniversary

Fidelity offers a wide range of investment options to help its customers meet their personal...

Tax Efficient Income Channel

NEOS Launches Small-Cap Income ETF IWMI

NEOS Investments launched its newest options-based income ETF today, this time with a focus on...

Climate Insights Channel

Overlooked Opportunity: The Blue Economy and KSEA

KraneShares recently sat down with Rockefeller Asset Management, the Ocean Foundation, and Loblaw...

Portfolio Construction Channel

The Surprising Top Investment Opportunity In Private Assets

The growing popularity of alternatives creates increased demand for private assets. Despite...

Free Cash Flow Channel

Enhance Your Value Exposure and Growth Allocation With VFLO

The debate regarding a hard or soft economic landing continues into the summer months. Investors...

Tax Efficient Income Channel

Nasdaq-100 Income ETF QQQI Surpasses $250 Million

Investors do not lack choices when it comes to income strategies, but one recently launched...

Energy Infrastructure Channel

Why Midstream Belongs in Your Income Portfolio

Equity income strategies remain in high demand in an environment of heightened macro risks....

ETF Investing Channel

Fidelity’s Eric Granat on Covered Call Investing in 2024

Covered call strategies allow investors to seek high income potential without taking on...

ETF Yield Channel

Eaton Vance Converts Short Duration Mutual Fund to ETF

Eaton Vance launched the Eaton Vance Short Duration Income ETF (EVSD ) today on the Nasdaq. The...

Climate Insights Channel

A Guide to Recent California Carbon Market Volatility

Volatility spiked in the California carbon market this month on lower auction prices and the...

ETF Investing Channel

3 Options Strategies for Equity Investing

Options-based strategies remain popular with equity investors in a year of ongoing market...

Energy Infrastructure Channel

Midstream an Overlooked Beneficiary of the AI Boom

The buzz around artificial intelligence continues unabated heading into the second half of 2024....

Climate Insights Channel

Carbon Investing: 'Where the Rubber Meets the Road'

Climate change and the climate crisis remain hot topics in a charged election year. However, the...

Tax Efficient Income Channel

Capture More Nasdaq-100 Upside With Income ETF QQQI

Covered-call strategies gained popularity for their attractive income potential, but at a cost to...

Tax Efficient Income Channel

Boost Your Core Portfolio Income Tax Efficiency With NEOS

The NEOS suite of actively managed income ETFs offers tax-efficient income across core holdings....

ETF Investing Channel

An Advisor’s Guide to Fidelity’s Multifactor ETF Suite

Factor investing allows for targeted equity exposure for those seeking specific investment...

News

3 Years Later, VOTE Continues Changing Passive Investing

The U.S. ESG and climate backlash of the last few years resulted in a scaleback for many...

ETF Investing Channel

Consider Increasing Your Blue Chip Exposure With These 2 ETFs

Investor sentiment around the potential for interest rate cuts later this year rose in mid-May...

Free Cash Flow Channel

Positioning Defensively Within Equities

The U.S. economy continues to prove resilient in 2024, but a potential rise in risk factors in...

ETF Yield Channel

Worried About the Economy? 3 ETFs for Defensive Positioning

The economic resilience in the face of an aggressive Fed rate-hiking cycle began to show widening...

Portfolio Construction Channel

Investing in Uncertainty: GQI Combines Income and Quality

June began with a rocky start for markets as worries about economic health rose. However, quality...

Tax Efficient Income Channel

Turn Tech Volatility Into Income With QQQI

Market volatility persists heading into the summer months as investors weigh the impact of a...

Climate Insights Channel

Luke Oliver on CBAM's Impact on Carbon Pricing

The European Union Carbon Border Adjustment Mechanism (CBAM) continues to make headlines as...

ETF Yield Channel

Active Bond Funds Outperform Passive Peers in Last Decade

Passive investing, while enormously popular with investors for decades, met its match in active...

Climate Insights Channel

Benefit From the Energy Transition With These 2 ETFs

Climate and the energy transition remain highly politicized topics in the U.S. Regardless of...

Climate Insights Channel

Don't Miss Out: KRBN a Buy Heading Into June

Subdued performance in the first few months of the year from major regulated carbon markets...

ETF Investing Channel

Whichever Direction Rates Move, Consider Looking to Fidelity ETFs

The debate around economic resilience and the direction of inflation and interest rates continues...

Portfolio Construction Channel

Capture Quality and Growth With LSGR

Active management provides the opportunity to curate a portfolio of quality companies that...

Tax Efficient Income Channel

Looking for an Equity Alternative? Consider Covered Call ETFs

Equity investors must currently contend with soaring valuations, concentration risk, volatility,...

ETF Investing Channel

When Seeking to Reduce Equity Risk, Consider Dividend Payers and FDVV

Dividend investing provides the potential for income in choppy and uncertain markets. Investors...

Crypto Channel

Bitcoin and Ether Differences ETF Investors Should Know

The Ethereum network made headlines last week with the SEC’s surprise rule change approval,...

Portfolio Construction Channel

Adding Bonds? Don’t Overlook Short-Duration LSST

Equities continue their inexorable seeming climb this month after companies like Nvidia beat...

ETF Investing Channel

Seek to Make the Most of EAFE Exposure With FENI

Investors looking to diversify their equity portfolio internationally without adding increased...

Climate Insights Channel

Why You Don’t Want to Miss RGGI Investing

The Regional Greenhouse Gas Initiative (RGGI) carbon market continues its upward momentum this...

Free Cash Flow Channel

Enterprise Value Matters, Especially Right Now

In a higher-for-longer interest rate narrative, it’s important to understand not just a business’...

Free Cash Flow Channel

Free Cash Flow Investing: The Tortoise and the Hare

Advisors and investors concerned about equity valuations and stability in high-rate environments...

Crypto Channel

What Potential Approval of Spot Ethereum ETFs Really Means

Chatter around potential approval of ethereum ETFs swept through the financial world this week....

News

ETF Service Providers and the Challenges of Scalability

Exchange-traded funds increasingly grow more complex, offering investors access to progressively...

Free Cash Flow Channel

Why Free Cash Flow Could Be the Antidote to High Rates

Markets remain highly responsive to economic data as concerns around Fed policy and high interest...

Tax Efficient Income Channel

Add Duration and Enhance Income With BNDI

Investors remain cautiously optimistic regarding interest rate cuts this fall after April’s CPI...

ETF Yield Channel

PAPI’s Systematic Income Options Strategy Benefits Investors

The rise of options-based strategies in the last few years leaves investors with several choices...

ETF Investing Channel

Consider This Award-Winning Disruptive Tech ETF

Technology disruptors such as artificial intelligence continue to capture the attention and...

ETF Investing Channel

The Potential Benefits of Fidelity’s Enhanced ETF Core Equity Suite

A plethora of strategies exist for investors looking for core equity exposure, but investors may...

Climate Insights Channel

Why Volatility Means Opportunity in Carbon Markets

Advisors and investors are no strangers to market volatility as inflation and interest rates...

Portfolio Construction Channel

As Equities Rally, Look to Quality With GQI

Equity indexes climbed to new highs mid-month on the news of April’s favorable CPI print. For...

Free Cash Flow Channel

SFLO Rebalance Boosts Free Cash Flow Yield

Investors may be looking within the small- and mid-cap space for the value-tilt many of these...

Alternatives Channel

Why Now Is the Time for Closed-End Fund Strategies

Persistent, elevated inflation raises the likelihood of higher interest rates for longer. An...

Alternatives Channel

Calamos Announces New Structured Protection ETFs™

On May 1, Calamos Investments launched the first in a new lineup of 12 Structured Protection ETFs...

Alternatives Channel

Calamos Launches S&P 500® Structured Alt Protection ETF™ - May (CPSM)

On Wednesday, May 1, Calamos Investments launched the Calamos S&P 500 Structured Alt...

Portfolio Construction Channel

Why Staying Invested During Market Highs Matters

Given ongoing volatility and growth stocks’ continued outperformance, investors may feel...

Energy Infrastructure Channel

Don’t Miss Dividend Growth in Midstream

While this earnings season has been a mixed bag for most equities, for midstream it’s been one of...

Climate Insights Channel

California Carbon Market Consensus & KCCA’s Breakout

Investors seeking opportunity would do well to look to the recent price movement of the ...

Portfolio Construction Channel

Quality Is an All-Weather Investment Strategy

Market expectations of the path of inflation and interest rates changed abruptly at the end of...

ETF Yield Channel

Is Now a Good Entry Point for Bonds?

The Federal Reserve remains in a holding pattern over interest rates after the latest FOMC...

Tax Efficient Income Channel

How to Boost Short-Duration Income in Today's Rate Environment

Investors continue flocking to ultra-short and short-duration bonds this year on interest rate...

Tax Efficient Income Channel

Enhance Your S&P 500 Income With SPYI

The equity market bull run continues but remains choppy as inflation and rate uncertainty...

Energy Infrastructure Channel

Midstream Can Weather Oil Price Volatility

In an environment of ongoing macro risks, oil prices remain volatile. Investors seeking energy...

ETF Investing Channel

FIGB Crosses Three-Years: A Look Under the Hood

The interest rate narrative remains complex, with conflicting economic data resulting in an...

Portfolio Construction Channel

3 Tips When Looking to Short-Term Bonds

In the last two years, investors increased their cash positions in the face of ongoing volatility...

ETF Yield Channel

Look To Equity Income ETF PAPI in Market Turbulence

Slower growth and signs of persistent inflation caused equities to slide on Thursday while bonds...

Energy Infrastructure Channel

MLPs Prove Resilient to Q1 Natural Gas Price Declines

Rising oil prices buoyed the energy sector in the first quarter despite falling natural gas...

ETF Investing Channel

A Deep Dive Into Fidelity’s Fundamental ETF Suite

Fidelity offers a broad array of ETF strategies, including its recently introduced suite of...

Tax Efficient Income Channel

Equity Income ETFs Draw Investors Amid Volatility

Market choppiness persists ahead of key economic data later this week. Even earnings beats prove...

Portfolio Construction Channel

Is Adding Interest Rate Risk Worth It?

A changing rate narrative now leaves advisors weighing the costs and benefits of taking on...

ETF Investing Channel

3 Key Considerations That Set Fidelity's Factor ETFs Apart

Factor investing remains one of the most popular investing strategies this decade. Fidelity...

Tax Efficient Income Channel

Increasing Short-Duration Allocations? CSHI Enhances Income

Monday markets began to shake off last week’s slump that followed a fresh round of inflation and...

Energy Infrastructure Channel

Don’t Overlook Midstream For Income When Oil Prices Rise

A constructive economic outlook alongside heightened geopolitical risk contributes to...

News

Recapping the 2024 Fixed Income Symposium

A changing interest rate narrative prompted many advisors and investors to reevaluate their bond...

ETF Yield Channel

Invest in Equities While Mitigating Volatility With PHEQ

Volatility continues to create churn in April markets as interest rate uncertainty rises. For...

Tax Efficient Income Channel

Nasdaq Income ETF QQQI Crosses $100 Million

The recently launched NEOS Nasdaq 100 High Income ETF (QQQI A-) crossed $100 million in AUM....

ETF Yield Channel

EVSM: Short Duration With Income Tax Benefits

Ongoing market volatility, uncertainty regarding inflation, and rate hikes keep many investors...

Tax Efficient Income Channel

Enhance Your Tax-Efficient Income in Troubled Times

Consumer spending beat expectations last month while consumer confidence fell slightly. The...

Portfolio Construction Channel

Worried About Market Volatility? Look to Options

A hot March CPI report sparked heightened market volatility as investors weigh the ever-changing...

ETF Yield Channel

As Interest Rate Concerns Rise, Look to Floating-Rate ETFs

After March’s hot CPI print, markets now weigh the possibility of fewer or no interest rate cuts...

Energy Infrastructure Channel

An Investor’s Guide to the Tax Advantages of MLP ETFs

The economic, inflation, and rate narrative remains complex and difficult to predict. Investors...

Tax Efficient Income Channel

Turn Tech Sector Volatility Into Income With QQQI

Market volatility rose in the wake of March’s hot CPI print. Investors looking to benefit from...

Tax Efficient Income Channel

Look to CSHI as Interest Rate Concerns Rise

Market expectations regarding interest rates wavered in the aftermath of a strong jobs report...

Climate Insights Channel

Greenhouse Gases Show No Sign of Abatement

The three primary heat-trapping greenhouse gases increased last year, underscoring the urgent...

Energy Infrastructure Channel

Seize the Opportunity in MLP Valuations

The interest rate narrative continues to fluctuate as markets remain highly responsive to...

Portfolio Construction Channel

Don’t Miss Out: 2024 Credit Market Opportunities

News of three Federal Reserve rate cut forecasts created ripples across asset classes in the...

Alternatives Channel

A Financial Advisor’s Primer on FLEX® Options

Historically, alternative investments have proven their value in portfolios, adding diversified...

Climate Insights Channel

Buy the Dip in California Carbon

California carbon allowance prices dropped rapidly last week on a technical sell-off. While...

Portfolio Construction Channel

VNMC Outperforms Within Midcaps

Mega-cap tech performance dominates headlines and markets this quarter. It makes it easy to...

Tax Efficient Income Channel

Own JEPI? Why You Should Add SPYI

The proliferation of options-based strategies in the last few years highlights the popularity and...

Climate Insights Channel

Rate Cuts Benefit Commodities: Invest With KMET Now

Persistent core inflation lends credence to the market’s anticipation of rate cuts holding off...

Gold/Silver/Critical Minerals Channel

Money Managers Extremely Bullish on Copper

Spikes in copper prices in mid-March led to a surge in long copper positions this month. Bullish...

Energy Infrastructure Channel

This MLP ETF Outperforms the S&P 500 YTD

The last few years underscored the need for portfolio diversification across asset classes as...

Tax Efficient Income Channel

Options Income ETF SPYI Crosses $1 Billion AUM

The options-based income category rose to prominence in the last two years and continues to...

Portfolio Construction Channel

Where to Invest in an Ever-Changing Bond Market

The Fed looms large over fixed income as markets await highly anticipated rate cuts later this...

Climate Insights Channel

EV Maker BYD Reigns Supreme, KARS Makes It Yours

Last year, Chinese EV and battery manufacturer BYD surpassed Tesla in units sold globally. The...

Energy Infrastructure Channel

U.S. Natural Gas and the Energy Transition

The energy transition has seen positive momentum this decade, gaining broad regulatory support...

Tax Efficient Income Channel

Troy Cates Talks Growth of Options-Based Strategies

The last two years benefited options-based strategies enormously as investors sought to boost...

Climate Insights Channel

2023 Hottest on Record: What Next for Climate?

The United Nations World Meteorological Organization (WMO) issued a “red alert” warning for the...

Climate Insights Channel

California Emissions Reductions Must Triple

California remains a leader in emissions reductions in the U.S., but its current aggressive...

Gold/Silver/Critical Minerals Channel

Gold: The 2024 Equity Hedge

Markets breathed a collective sigh of relief regarding the Fed’s rate cut outlook remaining...

Gold/Silver/Critical Minerals Channel

Don't Miss Out: This Investment Thesis Grew at 24% CAGR

The energy transition is underway globally, with policies, innovations, and pressure ramping up...

Portfolio Construction Channel

Under the Hood: The Natixis Gateway Quality Income ETF GQI

The last two years resulted in a proliferation of income-seeking funds as investors increasingly...

Tax Efficient Income Channel

This NEOS Fund Enhances Nasdaq Income

The technology sector continues to garner investor attention and flows in the first quarter. For...

Energy Infrastructure Channel

Why Midstream Is Worth Targeted Exposure

The energy sector remains volatile in 2024, driven by persistent supply and demand imbalances. As...

Portfolio Construction Channel

A 2024 Pulse Check of the 60/40 Portfolio

The heated debate surrounding traditional 60/40 portfolios in today’s markets has dwindled in...

Climate Insights Channel

A Constructive Year for 2 Largest Carbon Markets

Despite a rocky first quarter for the world’s two largest regulated carbon markets, the outlook...

News

What You Might Have Missed at the 2024 Equity Symposium

Investors appear increasingly optimistic regarding equity performance in the second half....

Tax Efficient Income Channel

Boost Your Income Stream’s Tax Efficiency With NEOS

Markets remain frothy in the first quarter of 2024 as interest rate and economic uncertainty...

Portfolio Construction Channel

How to Slot High Conviction Strategies Into Your Portfolio

In a market dominated by the “Magnificent Seven,” looking beyond the big performers...

Climate Insights Channel

Gold Too Costly? Consider Electrification Metals

Gold prices reached an all-time high earlier this month, and though prices retreated in the...

Portfolio Construction Channel

The 3 Keys to ETF Tax Efficiency

Since their inception, exchange traded funds (ETFs) continue to grow their market share and...

Gold/Silver/Critical Minerals Channel

An Investor's Guide to Uranium Demand in 2024

The energy transition provides a once-in-a-lifetime opportunity for investors to capitalize on...

Tax Efficient Income Channel

On the Move: SPYI Nets Over $300 Million in Flows YTD

The ongoing uncertainty of the last two years resulted in a boom for options-based strategy flows...

Portfolio Construction Channel

As Credit Spreads Tighten, Look to Active Management

The potential for a soft landing continues to grow as the Fed indicates rate cuts later this...

Tax Efficient Income Channel

While Interest Rates Hold Steady, CSHI Boosts Income

Federal Reserve Chair Jerome Powell indicated that interest rates will hold for now in an...

Gold/Silver/Critical Minerals Channel

Sprott Expands Critical Minerals ETF Suite With COPP

Sprott Asset Management launched its latest fund today that further expands the existing critical...

Climate Insights Channel

Luke Oliver Talks Carbon Market Investing in 2024

The 2024 macro outlook in the U.S. remains muddled, with persistent inflation seemingly at odds...

Gold/Silver/Critical Minerals Channel

As Gold Reaches Fresh Highs, Consider Gold Miners

The price of gold continues to rally on market anticipation of Fed interest rate cuts in the...

Gold/Silver/Critical Minerals Channel

Capture This Year’s Constructive Copper Outlook

Increased demand for copper, flagging supply, as well as falling dollar strength in the second...

Tax Efficient Income Channel

The Nasdaq-100 ETF With 14% Distribution Yield

The Nasdaq continued its ascent in trading this afternoon on further Nvidia gains. Investors...

Climate Insights Channel

Why the Health of the Ocean Economy Matters for Investors

The world’s oceans, lakes, and waterways play a vital role in the health of the global...

Portfolio Construction Channel

3 Benefits Options Strategies Bring to Your Portfolio

The proliferation of options-based strategies in the last several years means investors now have...

Climate Insights Channel

Don’t Miss the Rare Opportunity in Electrification Metals

The reduction in global demand as economies struggle with inflation and recession continues to...

Portfolio Construction Channel

Fund Selectors Weigh In: 2024 Portfolio Construction

The biggest investors are thinking differently about the macro picture this year. The same holds...

Tax Efficient Income Channel

QQQI Enhances Nasdaq-100 Income Potential

Tech stocks continue their reign of markets in 2024, carrying U.S. equity indexes like the...

China Insights Channel

EM Flows to Cross $200 Billion in 2024, KDIV Invests

In a subdued year for developed market equities, investors increasingly look to emerging markets...

Climate Insights Channel

Tap Into Growing Demand for California Carbon Allowances

Consistent, growing demand for California carbon allowances (CCAs) creates strong opportunity for...

Tax Efficient Income Channel

Harness Equity Gains for Tax-Efficient Income With SPYI

Though the outlook remains muddled for markets in the first half, big AI earnings wins continue...

China Insights Channel

KLIP Generates Income on China Tech Stock Volatility

Last year brought about a rise in covered call strategies as investors sought to maximize income...

Climate Insights Channel

What KSEA's Engagement Strategy Means for Investors

The energy transition presents investors and those climate-aligned with a variety of...

Climate Insights Channel

2024 EV Outlook: Short-Term Challenges, Long Runway

Last year saw electric vehicle sales grow by 40% year-over-year. It’s significant performance...

Tax Efficient Income Channel

Cash Alternatives Popular as Concentration Risk Threatens

Elevated equity concentration risk and interest rate uncertainty create a challenging and clouded...

Portfolio Construction Channel

Fund Selectors Weigh In: The 2024 Macro Outlook

It’s no secret that the investing playbook continues changing to meet the unique macro...

China Insights Channel

Why Managed Futures Are Well Positioned in 2024

This year continues to follow in the footsteps of 2023, marked by increased investor optimism but...

Tax Efficient Income Channel

A Guide to Understanding Taxes on Income Distributions

The year is already off to a turbulent start with a higher-than-expected January CPI print...

Climate Insights Channel

KSET Captures Improving Carbon Offset Fundamentals

Carbon offsets have long garnered criticism for their lack of regulation and any number of bad...

China Insights Channel

What the MSCI Rebalance Means for China Exposures

Chinese stocks once more gained mainstream media attention this week as investor confidence...

Tax Efficient Income Channel

BNDI, the Bonds Income ETF Sleeper Hit

A higher than anticipated January CPI print sent yields on the 10-year Treasury climbing Tuesday....

Tax Efficient Income Channel

The Equity Income ETF Showdown: SPYI vs JEPI

Ongoing rate risk, geopolitical risk, and recession risk curated a perpetual sense of uncertainty...

Climate Insights Channel

Why 2024 Is the Year to Buy European Carbon

Regulated carbon markets vary in their outlooks this year. California continues to benefit from...

Tax Efficient Income Channel

CSHI: New Name in 2024, Same Great Strategy

Last year proved tumultuous for markets and advisors, and money markets and cash alternative...

News

Countdown to Exchange: Re-Envision Wealth’s Anna N’Jie-Konte

In less than 2 weeks, advisors will flock to sunny Miami for the annual Exchange Conference....

News

Countdown to Exchange: Dynasty’s Andrew Marsh

In one week, advisors will flock to sunny Miami for the annual Exchange Conference. Content...

News

Countdown to Exchange: GMO's Jeremy Grantham

In a little less than two weeks, advisors will flock to sunny Miami for the annual Exchange...

Crypto Channel

A Future Shiny and Bitcoin

ETF capture of asset classes expanded notably last week with the launch of 10 spot bitcoin ETFs....

Tax Efficient Income Channel

Fed Rate Concerns Dominate 2024 Markets

The exuberant optimism that closed out 2023 already hit its first stumbling block in the opening...

Retirement Income Channel

NDJI Offers Smoother Ride Without Sacrificing Blue Chip Returns

Broad equity indexes rose in November on hopes of easing inflation and a potential end to rate...

Retirement Income Channel

NTKI Generates Better Small Cap Returns in Market Drawdown

Small caps face a challenging outlook with further economic slowing forecast in 2024. However,...

Retirement Income Channel

Seek to Ride Out Market Uncertainty in Blue Chip Stocks With NDJI

Investors face a challenging outlook for 2024, with estimates of further U.S. economic slowing...

Managed Futures Channel

Don’t Put All Your Eggs in the Interest Rate Basket

Equities and bonds soared for much of this month on hopes of an end to interest rate hikes. That...

Tax Efficient Income Channel

BNDI Offers Better Returns, Tax-Efficient Income in Bonds

When the rate narrative changed in October, a veritable flood of money moved back into core bond...

Managed Futures Channel

Managed Futures: 'Year of the Whipsaw'

Last year proved to be a phenomenal year for alternatives, and many managed futures strategies...

Retirement Income Channel

An Investment Guide to Understanding Collar Strategies

Federal Reserve rate hikes may be drawing to a close, but investors still face a grim economic...

News

Goldman Sachs and abrdn Optimistic on Muni Bonds in 2024

This year proved a difficult one for bonds as the Federal Reserve aggressively hiked rates for...

News

SPYI a Top Performer Within Equity Income ETFs

In a year when investor uncertainty remained both pronounced and prolonged, optimizing core...

ETFs in Canada Channel

A Look Back at November Canadian ETF Launches

November brought many new ETF launches in the Canadian markets across equities, bonds, and alts....

Retirement Income Channel

This Net Credit Collar Strategy Generates Income in Tech

A muted economic outlook for the U.S. in 2024 underscores the importance of optimizing stock...

Tax Efficient Income Channel

Money Market Funds Are Great… Until Tax Time

Investors flooded into money market funds this year in an environment of persistent uncertainty....

Managed Futures Channel

Don’t Forget Managed Futures When Looking to Alternatives

Market volatility and ongoing investor uncertainty were hallmarks for much of the year. In an...

Retirement Income Channel

November Brought New Highs for Tech, NUSI Captured

Earnings season for the third quarter proved a boon for many technology companies. Positive...

Retirement Income Channel

Why Tax-Efficient Income Matters in Turbulent Times

The U.S. remains on course for further economic slowing in 2024, creating a challenging outlook...

Managed Futures Channel

Increased Correlations an Ongoing Threat to Traditional Portfolios

Inflation remains a key, overlooked player in markets despite investor optimism. While inflation...

Tax Efficient Income Channel

Move Confidently Into 2024 With NEOS ETFs

Economic recession, side-stepping recession, rolling recession — there remains very little...

Managed Futures Channel

In Times of Market Stress, DBMF Delivered Smoother Ride

Inflation continues to cool but still remains another at least another year from the 2% target...

Tax Efficient Income Channel

Feeling Uncertain About 2024? Put Cash to Work With CSHI

The narrative of a soft landing continues to face pressure on numerous fronts heading into 2024....

Retirement Income Channel

NDJI Outpaces the Dow Jones Ahead of the Fourth Quarter

Markets are rife with risk at the beginning of the fourth quarter as inflation, recession,...

Tax Efficient Income Channel

When Tax-Loss Harvesting Bonds, Don’t Overlook BNDI

’Tis the season for tax-loss harvesting, and this year presents several opportunities in...

Retirement Income Channel

Advisors Consistently Seek Broad Tech Exposures

Despite sharp drawdowns in tech-centric indexes in the second half, advisors consistently...

The Responsible Investing Channel

The New Guard: Amanda Campbell on Empowerment & Niches

There’s a massive transition of wealth already underway in the U.S. as older generations retire...

Retirement Income Channel

Looking Beyond Bonds for Income? Consider These 4 ETFs

Bond yields continue to climb in the final quarter of the year as interest rate risk looms large...

Managed Futures Channel

2 Strategies to Capitalize on Increased Market Dispersion

After the underperformance of stocks and bonds last year, it’s no surprise that diversification...

Retirement Income Channel

NUSI Offers Better Returns Than Nasdaq-100® as Markets Drop

After a strong first half, markets began to skid in August as investor fears and volatility...

Retirement Income Channel

Maintain Tech Exposures In Market Drawdowns With NUSI

October brought the long-feared correction for the Nasdaq-100 after months of outperformance....

Managed Futures Channel

DBMF’s Dynamic Rapid Response Strategy

In an ever-changing market environment, portfolios continue to ride the performance roller...

Tax Efficient Income Channel

SPYI Continues Drawing Investors

Options income strategies continue to garner inflows this year as investors seek to enhance their...

Managed Futures Channel

Capitalize on the Benefits of Fee Alpha With DBMF

Managed futures strategies climbed their way out of obscurity in the market gyrations of the last...

Tax Efficient Income Channel

Consider CSHI for the Short End of Your Bond Barbell

Investors crowded into short-duration bonds for much of this year as rate risk remained elevated....

Tax Efficient Income Channel

Investors Buying Back Into Bonds Shouldn’t Overlook BNDI

Hopes of a conclusion to Federal Reserve interest rate hikes sent bond prices soaring this week....

Managed Futures Channel

The Problem of Mixed Market Signals and Correlations

Confounding market and economic signals persist as the year’s end draws near. In a year...

Tax Efficient Income Channel

As Equities Rally on Cooler CPI Report, Think About SPYI

Equities rallied Tuesday on news of October’s lower-than-expected inflation report. Investors are...

Managed Futures Channel

Showcasing the Benefits of Managed Futures Portfolio Inclusion

October’s inflation report sent markets soaring Tuesday as investors celebrated a hopeful end to...

Tax Efficient Income Channel

Worried About U.S. Consumer Resilience? Consider CSHI

The U.S. consumer continues to surprise as strong summer spending carries on well into the fall....

Retirement Income Channel

NSPI Outperforms As Market Volatility Persists

The second half of 2023 continues to prove tumultuous for markets as various risk factors grow....

Tax Efficient Income Channel

Flows Pick Up Pace Into SPYI as Investors Look to 2024

Major equity indexes rallied in the opening weeks of November as bond yields fell. Despite the...

Retirement Income Channel

Check Out NUSI For Risk-Managed Income in Tech

September brought with it more than just cooler weather in parts of the U.S. — it brought cooler...

Retirement Income Channel

A Guide to the Nasdaq-100® Rebalance

The Nasdaq-100 underwent a “Special Rebalance” in July, but what does that mean for advisors and...

Managed Futures Channel

When 60/40 Portfolios Carry the Same Risk as During the GFC

Advisors face a number of challenges in current markets, given risks and stock and bond...

Retirement Income Channel

In “Emotionally Charged Market,” Seek Income in Blue-Chips

The economic forecast for 2024 looks increasingly grim as the Fed commits to higher rates for...

Retirement Income Channel

Look to NUSI for Tax-Efficient Income in Tech

A strong earnings season from many mega-cap technology companies appears to be yet another...

The Responsible Investing Channel

The New Guard: Odaro Aisueni on Diversification and Bias

There’s a massive transition of wealth already underway in the U.S. as older generations retire...

Managed Futures Channel

Noncorrelated Exposures in Current Markets With DBMF

The September slump for U.S. markets picked up speed in October as equities plummeted and bond...

Retirement Income Channel

Looking Beyond Bonds to Equities for Income Amid High Rates

Higher interest rates by the end of the year and higher for longer rates creates a challenging...

Managed Futures Channel

DBMF Gives “One-Two Punch” Within Managed Futures

Major equity indexes crossed into correction territory this week, only days after the 10-year...

Tax Efficient Income Channel

Income Opportunity in Bonds and Beyond

It’s been a great year for alternative income strategies as inflation, interest rate, and...

Retirement Income Channel

Seek Enhanced Income With an Eye to Volatility in Tech With NUSI

The information technology sector has been a star performer for much of the year. However,...

Retirement Income Channel

Nationwide ETFs: Flexible Equity Exposure & Reliable Income

The strong equity performance of much of 2023 faces increasing challenges as investors weigh the...

Tax Efficient Income Channel

Making Income Count in Challenging Markets With NEOS

Analysts and economists currently forecast for increased economic slowing heading into next year....

Managed Futures Channel

Keep Portfolios Dynamic During Uncertain Markets With DBMF

Markets remain choppy as investors weigh the path forward for interest rates and inflation. In an...

Retirement Income Channel

As Recession Looms, Seek Income in Risk-Managed ETFs

The Federal Reserve’s commitment to another rate hike by year-end, alongside diminished...

Managed Futures Channel

Diversify With DBMF as 10-Year Treasury Reaches 5%

Markets slipped further Friday on news of the 10-year Treasury yield crossing 5% late Thursday....

Retirement Income Channel

Enhance Your Monthly Income in Equities With NSPI

Equities face an increasingly challenging outlook, closing out the last quarter of 2023 and...

Retirement Income Channel

Advisors and Investors Keep U.S. Equity Focus Broad in 2023

This year remains a surprising one for equities as many mega-cap growth companies defy economic...

Tax Efficient Income Channel

Haunted by the Ghost of Market Volatility? Consider CSHI

Investor uncertainty regarding the path of Federal Reserve rate hikes in the last two years has...

Managed Futures Channel

60/40 Portfolio: What Happens When Correlation Is Causation

Traditional portfolios have faced several challenges in the last few years as risk factors grow...

Tax Efficient Income Channel

SPYI Flies Above Equity Income Peers Amidst Market Turbulence

Earnings season is underway, with many companies beating expectations. Despite the wins, market...

Tax Efficient Income Channel

Investors Seek Refuge in Cash Alternatives as Inflation Continues

September’s headline CPI print came out slightly higher than market expectations as inflation...

Managed Futures Channel

“60/40 Portfolios are Broken”: Finding New Toolkits for Markets

In a time of higher inflation and increased market volatility, equities and bonds now...

Managed Futures Channel

DBMF Attained Over 4% in September Market Slump

September is historically a challenging month for the U.S. market as the summer comes to a close....

ETFs in Canada Channel

A Look Back at Canada's September ETF Launches

September was a quiet month for ETF launches following a busy summer of launches for Canada’s ETF...

Tax Efficient Income Channel

Increase Tax-Efficient Income Across Core Exposures With NEOS

Advisors and investors face a number of challenges in an environment of rising rates and...

Retirement Income Channel

Four ETFs for Consistent Income in Equities

For advisors seeking to optimize their income potential within equities, the Nationwide suite of...

Managed Futures Channel

DBMF a Strong Buy at Start of 4th Quarter

The trend-following megastar of 2022 is at it again heading into the fourth quarter. The iMGP DBi...

The Responsible Investing Channel

The New Guard: Wong on Authenticity and Communities

There’s a massive transition of wealth already underway in the U.S. as older generations retire...

Tax Efficient Income Channel

SPYI Outperforms SPY in Challenging 3rd Quarter

After a relatively strong first half, equity performance turned volatile in the third quarter....

ETFs in Canada Channel

Dunwoody on Canada’s Seller Marketplace and ETF Industry

The Canadian ETF market is home to the first ETF ever launched globally in 1990. Though today’s...

Managed Futures Channel

Andrew Beer: Avoid the “Worst Heuristic Bias” in Investing

It’s a challenging market out there, with a confluence of complex and often conflicting factors....

Managed Futures Channel

DBMF Gains 2.5% in One Week, Recovers YTD Losses

Bond yields once again hit new highs while the major equity indexes slipped in the wake of the...

Managed Futures Channel

Invest for Changing Tides: DBMF Ascends As Equities, Bonds Fall

The Fed’s revelation of another likely interest rate hike this year continues to weigh heavily on...

Tax Efficient Income Channel

When Equities Slide, Check Out This Cash Alternative ETF

Investor worries of more Fed tightening and waning consumer confidence sent markets tumbling...

Tax Efficient Income Channel

Check Out BNDI for Bond Exposures in a High Rate Environment

The Fed may have held rates at this month’s FOMC meeting but indicated the potential for one more...

Retirement Income Channel

Don’t Sleep on Small-Caps: NTKI Enhances Income

It’s been a strong year for tech-oriented indexes and many mega-cap companies. Despite first-half...

Equity ETF Channel

The Significance of Valuations in High Concentration Markets

Given concentration risk, understanding what a strategy and portfolio owns is more important than...

Beyond Basic Beta Channel

Looking to Large-Caps: Where Do We Grow From Here?

The biggest growth companies continue to increase their concentration in major equity indexes...

Tax Efficient Income Channel

Investors Are Still Buying Into This Cash Alternative ETF

Markets are on the move ahead of the Fed decision later today as investors await potential...

Managed Futures Channel

DBMF Inflows Spike as Investors Consider an Uncertain Future

The increased popularity of portfolio diversifiers in the last few years seems a reasonable...

Tax Efficient Income Channel

Investors Progressively Optimize Their Equity Income With SPYI

Markets largely paused Monday awaiting the outcome of the Federal Reserve meeting Wednesday after...

Managed Futures Channel

Diversification Across Assets Matters in Trend-Following

Trend-following strategies gained ground with investors in the last few years when markets...

Managed Futures Channel

Is DBi Eyeing Single Fund Replication?

Managed futures are a strong portfolio diversifier and have gained ground with investors in the...

ETFs in Canada Channel

The Canada's 2023 ETF Marketplace in Review: Top 3 ETFs

The Canadian ETF marketplace is one of innovation and growing investor interest. ETFs now...

Managed Futures Channel

Mind the Macro: A Decade of Portfolio Diversification

The 2020’s may well go down as the decade that laid to rest the traditional 60/40 portfolio...

Retirement Income Channel

As Research Into Tech Spikes, NUSI Optimizes

Given the continued outperformance of several large- and mega-cap technology companies, it’s no...

Managed Futures Channel

Looking Beyond Brands Matters in Managed Futures

Liquid alts remain a grey area of investing for many, given the complexity and wildly varied...

Retirement Income Channel

Market Volatility Clients' Top Concern: Invest With Nationwide

Persistent inflation and increasing recession risk have been major drivers of market performance...

Retirement Income Channel

NUSI Looking to Generate Reliable Yields and Income in Tech

The information technology sector continues to hold investors’ attention this year. The...

Managed Futures Channel

The ETF Replication Revolution: How Managed Futures Are Best

Increasingly more replication strategy ETFs are coming to market, allowing more investors to gain...

Tax Efficient Income Channel

Buying Back Into Bonds? BNDI Offers Better Returns

Rising rates have taken their toll on bond prices this year, pushing yields ever higher. As the...

The Responsible Investing Channel

The New Guard: Marci Bair on the Wealth Transition and SRI

There’s a massive transition of wealth already underway in the U.S. as older generations retire...

Managed Futures Channel

A Guide to Demystifying Managed Futures

In an environment of pronounced volatility and less-than-certain equity and bond performance in...

Climate Insights Channel

Ford Quits More Gas Models as EV Transition Continues

It’s been a rocky road for Ford’s transition to electric vehicles, marked by delays and setbacks....

Artificial Intelligence Channel

AI a “Powerful Theme” of Next Decade: How to Invest

Artificial intelligence is one of the top investment themes this year and is the new megatrend...

Retirement Income Channel

Retirees Feel the Pressure of Rising Costs and Inflation

This decade continues to prove an unpredictable one, marked by pandemic, geopolitical risk, and...

Tax Efficient Income Channel

A Year in Review: NEOS Tax-Efficient ETFs Turn 1 Year Old

Market volatility and strong equity performance alongside noteworthy yields brought strong flows...

Retirement Income Channel

NSPI Seeks to Capture S&P 500® Income & Reduce Concentration Risk

Equities continued to perform as of the end of July, with the S&P 500and the Nasdaq Composite...

Crypto Channel

Knight Checks King: Court of Appeals Rules in Grayscale's Favor

The United States Court of Appeals announced this morning it’s ruling in favor of the Grayscale...

Tax Efficient Income Channel

This Cash Alternative ETF Is a Compelling Buy

The economic and inflationary narrative appear hopeful for now according to markets in the wake...

Climate Insights Channel

California Carbon Allowances Auctioned at Historic Highs

California carbon allowances prices continue climbing, closing at their highest level at the...

Managed Futures Channel

In Ongoing Volatility, DBMF Brings in $37 Million This Month

As markets contend with the end-of-summer doldrums, investors continue to seek out diversifying...

Managed Futures Channel

DBMF Tops Long-Term Hedge Fund, Mutual Fund Performance

Though managed futures have been around for over a decade, it’s only because of the ETF wrapper...

Climate Insights Channel

Out of the Frying Pan Into the Fire: Climate Investing Matters

This year brings yet another summer of smashed records as extreme weather wreaks havoc globally....

Tax Efficient Income Channel

Know the Options: Protective Puts

Increasingly more advisors and investors are discovering the benefits of options strategies in...

Managed Futures Channel

DBMF Holds While Tech, Agg Slip in August

The Nasdaq Composite closed down for the week in its third straight week of losses as broad...

Tax Efficient Income Channel

SPYI Reaches Over $250 Million in AUM

It’s been a surprisingly resilient year for equities despite aggressive Fed interest rate hikes...

Climate Insights Channel

Unlocking Diverse Potential in Carbon Allowances

Carbon allowances provide a strong diversification opportunity for portfolios, particularly...

Managed Futures Channel

Why Diversification Matters for the “Impossible Market”

It’s been an unpredictable year for investors and analysts when it comes to market outcomes. In...

Tax Efficient Income Channel

BNDI Outperforms Broad Bond Market By 100 BPS YTD

Bond yields continue to climb this year, with the 10-year Treasury note hitting its highest level...

Climate Insights Channel

As Power Generation Dips, EU Allowances Prove Resilient

Declining European Union power generation and reduced industrial sector demand reflect macro...

Retirement Income Channel

NDJI Rallied in July on Dow Jones Perf. Streak

The Dow Jones Industrial Average tied its second-longest positive streak in July, closing up 13...

Managed Futures Channel

Evolving Equity Outlook: The Guide to DBMF’s July Performance

The equity outlook and macro environment continue to evolve in the U.S. as inflation...

Tax Efficient Income Channel

Boost Your Equity Portfolio Yield With SPYI

Equities continue to prove enormously attractive for advisors and investors as the summer draws...

Tax Efficient Income Channel

CSHI Creates Consistent Income in Current Markets

The inflation narrative remains a complex one, extending investor uncertainty and volatility in...

Retirement Income Channel

Don’t Bet on the Fed — Consider Risk-Managed Equity Income

The outlook for the second half continues to improve, but much still hinges on the path of the...

Climate Insights Channel

"Material Differences" in Portfolio Performance Focus on Climate

ESG remains a contentious topic for the investing world, and often for good reason, given...

Climate Insights Channel

EV Market Forecast May Reach $56 Trillion by 2050

The electric vehicle market is just getting started when it comes to sales and growth. The runway...

Tax Efficient Income Channel

Don’t Sleep on SPYI’s 12% Distribution Yield in Equities

The outlook for equities appears decidedly less grim in the second half than previously...

Retirement Income Channel

NTKI Generates Better Returns in Small Caps in First Half

Small-caps continue to capture advisor and investor interest, with billions of inflows into...

Retirement Income Channel

4 Equity ETFs to Look to for Retirement Income

Though the economy proved resilient in the first half of 2023, a hawkish Fed continues to loom...

Retirement Income Channel

NUSI Outperforms Broad Equities in First Half

The information technology sector took the award for comeback kid in the first half of 2023. Tech...

Retirement Income Channel

Nationwide’s ETFs Offered Distribution Yields Above 7% in Q1

Advisors seeking income opportunities within equities should consider the Nationwide suite of...

Retirement Income Channel

Equities Finish Solid First Half, These Income ETFs Benefit

U.S. equities proved remarkably resilient in the first half of 2023. From technology sector...

Retirement Income Channel

NSPI, a High Income ETF, Starts Second Half in Buy Territory

Equity outperformance dominated the first half of 2023 despite recession concerns and rising...

Managed Futures Channel

DBMF Still Steady as Markets Fall on U.S. Rating Downgrade

Markets dropped on news of Fitch Ratings’ downgrade of the U.S. credit rating from AAA to AA+...

Climate Insights Channel

U.S. Emissions Reductions Forecast Falls Short

The Inflation Reduction Act did a lot to move the needle in the right direction toward emissions...

Managed Futures Channel

3 Reasons to Buy and Hold DBMF

The constantly evolving economic and market outlook prevented any clear trend from emerging in...

China Insights Channel

Enhance Your Bond Exposures With BNDD, Up 7% YTD

Bonds look increasingly attractive in the second half, given current yields and the indication of...

Climate Insights Channel

KCCA Continues to Rip Higher, up 11% in July

While it’s been a rocky year for most commodities, it’s been a relatively good one for carbon...

Tax Efficient Income Channel

Augment Fixed Income Exposures With Outperforming BNDI

The Fed raised rates once again in July, but it indicated a pause at minimum in its aggressive...

Climate Insights Channel

Voluntary Carbon Market Completes Framework for Credits

The new framework to better define high-quality carbon credits for market participants and buyers...

China Insights Channel

China's Tech Sector Climbs, KLIP Enhances With Income

News of China’s commitment to greater support for economic recovery at this week’s Politburo...

Retirement Income Channel

NDJI Signals Buy Heading Into Second Half of 2023

In a year of uncertainty and volatility, the Dow Jones Industrial Average soared and plummeted...

Managed Futures Channel

2023 Markets: The Precipice Between Falling and Flying

Markets rallied on Wednesday despite news of another quarter-point interest rate increase from...

Climate Insights Channel

Is Your Portfolio Ready for the Impending Copper Shortage?

The global transition to net-zero emissions will require enormous amounts of investment,...

Managed Futures Channel

Equities Rally -- but Is There Turmoil Underneath?

Equities churn higher as investors increasingly bet on the ability of the Fed to navigate a soft...

China Insights Channel

China Tees Up for More Policy Support and KBA Gains

China’s President Xi presided over the Communist Party’s Politburo this week, with firm messaging...

Managed Futures Channel

Goods Fall as Services Rise: Invest for Changes With DBMF

Consumers proved resilient this summer, prompting growing investor hopes of a soft landing this...

Tax Efficient Income Channel

Modern Portfolio Construction Should Include Covered Calls

In a still-uncertain second half, advisors and investors remain in search of ways to boost income...

Beyond Basic Beta Channel

CLOs: An Institutional Strategy for the Masses

ETFs continue to open up avenues of opportunity for individual investors by capturing...

News

Here's Why the Next Year Is Great for Muni Investors

In today’s high rate environment, understanding the impact of high rates on bonds, particularly...

Retirement Income Channel

Nationwide ETFs Offer Tax Diversification Opportunities

Advisors wanting to maximize their retirement portfolio potential should look to the tax...

China Insights Channel

BNDD Outperforms Larger U.S. Bond Market

While there are strong yield opportunities back in bonds, some bond ETFs stand out this year for...

Tax Efficient Income Channel

Know Your Options: Defining Covered Calls

Given the prolonged market uncertainty of the last 18 months, it’s no wonder that investors...

Managed Futures Channel

DBMF Aims for Long-Term Outperformance Through Fee Alpha

It’s been a challenging year for trend-following strategies such as managed futures. Despite...

Climate Insights Channel

California's Carbon Market Predicts Supply Deficit by 2030

The future is bright for California’s carbon market as it works to tighten aggressively and...

Managed Futures Channel

Managed Futures: Rapid Responders in Crisis & Beyond

The last several years will likely go down as unprecedented moments in market history....

Tax Efficient Income Channel

Wait Out the Changing Economic Outlook With CSHI

After months of predicted recession, the possibility of a “soft landing” appears to be back on...

China Insights Channel

This Dividend ETF Outperforms Within Equities Since Launch

Markets gained hope this month for the potential of a “soft landing” amidst a historic...

Climate Insights Channel

Has Carbon Capture Evolved Enough to Impact Carbon Markets?

In the race to net-zero emissions by 2050, an increasingly sizeable piece of the emissions...

China Insights Channel

An End to Regulatory Risk in China’s Internet Sector

Recent meetings of China’s Premier Li Qiang with heads of China’s largest internet companies...

Climate Insights Channel

Market for Energy Transition Metals Doubled in 5 Years

The energy transition continues to drive demand for specific metals upwards, increasing their...

Tax Efficient Income Channel

Harness Noteworthy Yield in Core Allocations With NEOS

A lighter-than-expected June CPI could bring a semblance of market normalcy after months of...

Managed Futures Channel

A Mid-Year Performance Review of DBMF: Reversion to Mean

Tumultuous markets driven on investor fears and uncertainty persist mid-year as the potential for...

China Insights Channel

China Is Advisors' Most Watched EM Country in 2023

Tensions between China and the U.S. continue to take the media mainstage this year in an...

Climate Insights Channel

UK Carbon Market Sets Tighter Targets, KRBN Captures

The UK government announced a string of proposals for its carbon allowances market, tightening...

Retirement Income Channel

More Clients Delaying Retirement, Seeking Advisor Help

According to Nationwide’s annual advisor survey, a quarter of clients close to retiring...

Managed Futures Channel

DBMF Up 7% Since Banking Crisis

Fears of more Fed rate hikes sent markets spiraling Thursday as investor uncertainty spiked once...

Climate Insights Channel

California Carbon Allowances Are a Less Volatile Commodity

This year remains a challenging one for most commodities as global economic slowing undermines...

China Insights Channel

KMLM Climbs on Fed Rate Hike Fears This Month

In a blow to equities and the outlook for another Fed interest rate hike, June’s private sector...

Retirement Income Channel

4 Equity Income ETFs for Shifting Market Outlooks

At the June FOMC meeting, the Fed paused rate hikes but indicated the possibility of further...

Tax Efficient Income Channel

Concerned About Rate Hikes? SPYI Makes Equities Count

The Fed signaled at the June FOMC meeting that rates could go higher for longer, and the meeting...

China Insights Channel

U.S.-China Semiconductor Tensions Escalate, Consider KFVG

Trade tensions between China and the U.S. ratcheted tighter this week over semiconductors. The...

China Insights Channel

BNDD Up 4% in June, a Top-Performing Bond ETF YTD

Short-term Treasury yields rose at the end of June, benefiting several bond ETF strategies. The...

Tax Efficient Income Channel

BNDI Has High Income, Consistent Outperformance in Bonds

Bonds are back this year after a dismal performance in 2022. With attractive yields continuing to...

Climate Insights Channel

Voluntary Carbon Market Tightens Guidelines, KSET Gains

The Voluntary Carbon Market Integrity Initiative announced new guidelines aimed at ensuring...

Climate Insights Channel

BloombergNEF: California Carbon Prices to Increase by 2030

Since the introduction of the first carbon allowances ETF in 2020, the KraneShares Global Carbon...

Retirement Income Channel

Nationwide ETFs Provide Flexibility, Income Within Equities

Fed language at the end of May signaled that further rate hikes could be on the horizon this...

China Insights Channel

When Looking to a Covered Call ETF, Don't Ignore KLIP

Covered call strategies continue to gain traction this year as advisors and investors look to...

ETF Prime

ETF Prime: Todd Rosenbluth Looks at First Half's Top ETFs

On this episode of ETF Prime, VettaFi’s Rosenbluth reviewed the top five ETFs by flows in the...

Tax Efficient Income Channel

SPYI Crosses $100 Million As Investors Flood Into S&P 500

Investors flocked to broad equities in the last week as market volatility continues. The NEOS...

Managed Futures Channel

Managed Futures Are a Strategic Allocation

This year remains challenging as investor and market uncertainty persists. Managed futures funds...

Climate Insights Channel

Take Root in China’s Green Initiatives Using KraneShares

China remains the world leader in climate investment and renewable energy. While it does emit the...

China Insights Channel

KraneShares’ Visit Finds China “Open for Business”

Representatives from KraneShares recently visited China for the first time since the onset of the...

Managed Futures Channel

As Luck Would Have It: DBMF’s Coin Flip Anomaly

A string of good luck, a stroke of bad luck, the luck of the draw. Ask any investor that’s been...

Retirement Income Channel

NSPI Ended May With Compelling Buy Signals

Mega-caps carried major equity indexes higher to close out the month of May in the positive. The...

China Insights Channel

Is China a Bargain?

Chinese markets and stocks fell this week on lighter-than-hoped-for stimulus measures. China’s...

Tax Efficient Income Channel

Under the Hood of CSHI, a Cash Alternative ETF

Markets look to end a multiple-week winning streak this week as recession fears and aggressive...

Climate Insights Channel

Investing in the Biggest Macro Trend in History

Semiconductors, AI, crypto — megatrend investing remains a popular option for all manner of...

China Insights Channel

Don’t Miss Out as This Dividend Aristocrats ETF Outperforms

Dividends remain a compelling buy for a turbulent second-half fraught with U.S. recession risk...

Retirement Income Channel

Advisors Believe Tech Is the Second Half Sector to Watch

According to advisors who participated in a recent webcast poll, innovation and technology hold...

Climate Insights Channel

Carbon Still Climbing This Summer, These ETFs Benefit

Though equities rose for much of June, many commodity classes tumbled, particularly within the...

China Insights Channel

BNDD Strong First Half Bond ETF, Up 7% YTD

June brought a reprieve from interest rate hikes but the potential for two more rate increases...

Tax Efficient Income Channel

Are Your Income Opportunities Being Left on the Table?

It’s no surprise, given prolonged market volatility and uncertainty, that risk management remains...

China Insights Channel

KHYB’s PM Explains Today’s Asia High Yield Market

High yield bond investing in Asia carried elevated risk in the last two years and many foreign...

Managed Futures Channel

Andrew Beer: 2023 Is the Year of the One Trade Market

This year continues to be full of surprises for markets as equities proved resilient and bond...

Climate Insights Channel

KEUA a Top Performing ETF, Up 19% in June

European carbon allowances continue to rebound strongly in June despite headwinds. With...

China Insights Channel

Markets Rebound as China Considers Stimulus, KWEB a Buy

The People’s Bank of China cut its short-term borrowing rate Tuesday, a move that follows on the...

ETF Prime

ETF Prime: Lara Crigger Discusses 2 Major ETF Trends in 2023

On this episode of ETF Prime, VettaFi’s Lara Crigger discussed two of the biggest ETF trends in...

Tax Efficient Income Channel

Harness the Equity Bull Run With This Outperforming ETF

The S&P 500 hit bull market territory last week from October 2022 lows, and the latest...

Retirement Income Channel

Consider Nationwide's ETFs When Seeking Reliable Income

Ongoing market volatility and uncertainty continue to create a challenging environment for...

Climate Insights Channel

Copper Could Be the Next Big Commodity Bull Run: KMET Invests

Copper prices continue to fall on concerns of recession and demand pullback in the second half of...

Managed Futures Channel

A Guide to Managed Futures Strategies

It’s been a challenging year for many managed futures strategies but they continue to offer...

Climate Insights Channel

European Carbon Allowances Up 10%: The Summer Guide

Climate concerns are more top of mind in a week when much of the Northeastern US contends with...

Tax Efficient Income Channel

BNDI Generates Better Returns, Yields in Core Bond Allocations

The last year felt much like a renaissance for bond ETFs, with a bevy of new and innovative...

Managed Futures Channel

Anxious About Concentration Risk? Consider Managed Futures

The S&P 500 hit bull market territory this week from October lows, carried by a small number...

Climate Insights Channel

Carbon Allowances Outperform Broad Commodities

Many commodities are off their 2022 highs as recession concerns continue to weigh heavily on...

China Insights Channel

Domestic Chinese Travel Surpasses 2019 Levels, KWEB Gains

Trip.com, an international travel agency headquartered in China, smashed domestic earnings...

Climate Insights Channel

Declining Metal Prices Create Window of Opportunities

Commodities face a number of headwinds this year as recession concerns cast a long shadow over...

Tax Efficient Income Channel

Investors Increasingly Prefer SPYI for Income

The S&P 500 edged into bull territory this week from October lows as markets continue to defy...

Managed Futures Channel

Is Your Portfolio Ready for Economic Weakening?

The World Bank raised real GDP estimates for the U.S. in 2023 while slashing them in 2024 in its...

Retirement Income Channel

Ride Out Uncertain Markets With Nationwide ETFs

Risk factors continue to compound for advisors and investors in a volatile year for markets thus...

China Insights Channel

Don't Miss These 4 Benefits in Pan-Asian Dividends

Advisors and investors looking to dividends for income opportunities in challenging months ahead...

Tax Efficient Income Channel

A Cash Alternatives ETF With a Distribution Yield Over 6%

Cash alternatives continue to be particularly appealing this year given market stress and...

Climate Insights Channel

China’s EV Market Recovers, Keep an Eye on KARS

EV manufacturers in China almost all reported rising sales in May as consumer and EV market...

China Insights Channel

Seize Market Gains & Optimize Dividends With KVLE

The dual boost of May’s strong job’s report and the debt ceiling bill passage in the Senate...

Managed Futures Channel

As Gold Shines in 2023, DBMF Captures Changing Trend

It’s been a relatively good year for gold prices after months of falling prices in the latter...

Retirement Income Channel

In Market Uncertainty, Play the Long Game Using Nationwide ETFs

Market volatility persists this year as risk grows from several sources. Given market uncertainty...

Climate Insights Channel

Panasonic Forecasts Record 2024 Net Profits, KARS Captures

Panasonic, the Japanese tech giant, recently released 2023 earnings and the 2024 fiscal year...

Retirement Income Channel

Optimize Your S&P 500® Index Exposures for Income With NSPI

Equities remain resilient in 2023, coming off a strong earnings season for many mega-cap...

ETF Prime

ETF Prime: Morris Gives a Quarterly Energy Sector Update

On this episode of ETF Prime, VettaFi’s Morris offered a quarterly update on the energy sector...

Tax Efficient Income Channel

Don’t Miss Portfolio Yield Potential With NEOS Income ETFs

Advisors and investors looking to increase monthly income potential within core allocations need...

Managed Futures Channel

DBMF Finds Footing in May

Aside from Nvidia’s monumental gains in recent days, markets remain tense and relatively flat as...

China Insights Channel

KDIV Benefits From Electronic Market CAGR Growth

The Electronic Manufacturing Services market is forecast for 4.27% CAGR by 2030 according to a ...

Tax Efficient Income Channel

SPYI Captures Huge Single Day Nvidia Pop, Enhances Income

A blockbuster sales forecast sent Nvidia (NVDA) stock and market cap skyrocketing Thursday. The...

Managed Futures Channel

Capture Second Half Trends Using Managed Futures

Debt ceiling turmoil is likely to draw to a close soon, leaving investors to focus on second-half...

Climate Insights Channel

Under the Hood: KraneShares Global Carbon Strategy ETF

Carbon allowances remain a somewhat overlooked class of commodities by advisors and investors....

Tax Efficient Income Channel

3-Month Treasury Yields Hit 2 Decade High, CSHI Captures

Treasury yields soared this week as markets remain tense over debt ceiling negotiations. 3-month...

Managed Futures Channel

Market Tension Persists, Consider Managed Futures

The S&P 500 and Nasdaq both closed down 1% in trading Tuesday as debt ceiling talks...

China Insights Channel

The Only Managed Futures ETF With Positive Flows in 2023

Advisors and investors continue to demonstrate clear preference for one managed futures ETF this...

Retirement Income Channel

Nationwide’s Chief Economist on Risk & Recession

After a fairly crushing year for equities and bonds in 2022, equities rallied in the first...

Tax Efficient Income Channel

BNDI Has Better Total Returns Within Bonds YTD

Money is flooding back into bonds this year after the challenging performance of last year. For...

China Insights Channel

These 2 ETFs Benefit From China’s Growth and Volatility

The International Monetary Fund has predicted that China will drive over a third of all global...

Managed Futures Channel

“Index-Plus” Performance From DBMF in ETF Wrapper

It’s been a rocky year for managed futures performance after strong outperformance in 2022....

Climate Insights Channel

The Advisor’s Guide to the EU Carbon Market

There is noteworthy diversification potential in carbon allowances as a non-correlated commodity...

Tax Efficient Income Channel

NEOS Upgrades Your Core Allocations for Income

The NEOS income-seeking ETF suite offers income opportunities within core asset classes. The...

China Insights Channel

KVLE’s Strategy Gives Better Yields Than S&P 500

Dividend strategies remain extremely popular with advisors and investors this year as market...

Managed Futures Channel

A Historical Look at Managed Futures Returns

This year remains a challenging year for most asset classes and strategies, managed futures...

Climate Insights Channel

Add Diversification With Carbon Allowances and KRBN

Investors looking for diversification opportunities in challenging markets need to look no...

China Insights Channel

Don’t Miss It: Hedge Funds Buy Big Into China

While many advisors and investors remain on the sidelines, major hedge funds increased China...

China Insights Channel

Tencent Soars Past Revenue Expectations

Tencent, one of China’s tech and entertainment giants, announced noteworthy revenue gains in its...

ETF Prime

ETF Prime: Hendrickson & Tarazi on LOGICLY Acquisition

On this episode of ETF Prime, VettaFi’s Tom Hendrickson and Emil Tarazi of LOGICLY discuss the...

Tax Efficient Income Channel

Seek Income With SPYI When Default Threatens

Yields remain substantial for Treasuries but increasingly more investors are pulling money out as...

Managed Futures Channel

Under the Hood of DBMF's April Performance

Managed futures strategies continue to tease out emerging trends in the wake of bank failures and...

Climate Insights Channel

To Capture Growing Electric Vehicle Demand, Seek KARS

Electric vehicle demand continues to grow at a rapid rate, including in the car-rental industry....

Retirement Income Channel

Retirement Income Strategies for Variable Client Needs

Retirement planning is varied and complex, determined by several variables that change from...

China Insights Channel

KraneShares and Rockefeller Asset Management Partner

Rockefeller Asset Management, a branch of Rockefeller Capital Management, recently announced a...

Climate Insights Channel

By 2029, California Carbon Allowance Price Could Rise 250%

Price forecasts for one carbon allowance in the California cap-and-trade program are $100 per ton...

Fixed Income Channel

VettaFi Viewpoints: Nadig & Rosenbluth Discuss 2023's ETF Investing Trends

So far this year, the ETF industry has witnessed as much sound as fury. While we haven’t...

Retirement Income Channel

Advisors: Don’t Miss These 3 Retirement Income Strategies

Retirement planning is a nuanced topic based on clients’ individual needs and risk...

Retirement Income Channel

Advisors Look to Low Volatility in 2023

The strong rally of equities and growth in the opening months of 2023 has been eroded by banking...

Tax Efficient Income Channel

A Guide to Understanding ETF Yield

Of all of the measurements an ETF offers for performance, income, and more, yield is arguably the...

Retirement Income Channel

Seek Income in Resilient Blue Chips With NDJI

The last 12 months have been marked by prolonged market volatility and uncertainty. As the U.S....

Managed Futures Channel

DBMF, Managed Futures ETF, Maintains Low Correlations

As earnings season continues, equities remain largely afloat but as recession risk looms on the...

News

AI & Institutional Decay: A Future of Finance Q2 Update

Is artificial intelligence (AI) a powerful force for institutional change? A destructive blunt...

Climate Insights Channel

In A Struggling Energy Sector, KGHG Outperforms YTD

There are a number of options when looking to energy ETFs for portfolio diversification as the...

Managed Futures Channel

In Times Of Bank Contagion Fears, Ride The Volatility With DBMF

On the heels of another Fed rate hike, regional bank shares have plummeted as more regional banks...

Retirement Income Channel

As Recession Looms, Turn to Blue Chips With NDJI

The Fed anticipates recession in the second half of the year as banking sector stress complicates...

Tax Efficient Income Channel

Interest Rates May Finally Level Off. ETFs Like BNDI Would Benefit.

The Federal Reserve has enacted its tenth consecutive interest rate hike while signaling that a...

Climate Insights Channel

This California Carbon Allowances ETF, 'KCCA', Is a Buy

California’s cap-and-trade program continues to tighten and set aggressive emissions targets,...

ETF Prime

ETF Prime: Lara Crigger on 20 Years of Smart Beta

On the most recent episode of ETF Prime, VettaFi’s Lara Crigger, editor-in-chief, looked back...

China Insights Channel

Unpacking How This Managed Futures Strategy Performs in Crises

The recent collapse of First Republic Bank is likely to be the last of regional bank failures for...

Retirement Income Channel

Nationwide Annual Survey: Financial Crisis Fears Loom

Nationwide’s Retirement Institute recently conducted its eighth annual Advisor Authority survey...

Tax Efficient Income Channel

Seek Income in Equities As Positive Earnings Continue

The major equity indexes extended their rally Friday to close up for the month, buoyed by...

China Insights Channel

During Peak Bank Stress, IVOL Continues to Outperform

The death knell for First Republic Bank could be tolling as shares continue to plummet on Friday....

Managed Futures Channel

Mind the Gap: Equity Dispersion Is Still Pronounced

A surprise to the upside for many mega-cap stocks this earnings season, including Amazon, Meta,...

Tax Efficient Income Channel

As the Risk Curve Changes, Income-Generating Options

The aggressive, unprecedented Fed rate hiking regime of the last year has altered the investing...

Managed Futures Channel

DBMF’s Positioning in the Wake of the Bank Crisis

The failure of Silicon Valley Bank and Signature Bank in March brought about an abrupt crash to...

China Insights Channel

Tencent Increases Buybacks, Looks to Diversify

Tencent, China’s largest publicly traded company by market capitalization, is looking to...

Tax Efficient Income Channel

A Cash Alternatives ETF Is on a Roll in 2023

The U.S. may not officially be in a recession yet but it’s shaping up to be an earnings recession...

Climate Insights Channel

KraneShares ETF Signals Buy

The economic outlook for the U.S. continues to dim as earnings season reveals the true cost of...

Managed Futures Channel

With Managed Futures, Ride Out Bank Sector Aftershocks

Bank stress caused by the Fed’s aggressive interest-rate-hiking regime, alongside the collapse of...

Retirement Income Channel

Income and Equity Exposures With Nationwide’s ETFs

The collapse of Silicon Valley Bank and Signature Bank and the subsequent banking sector turmoil...

Tax Efficient Income Channel

NEOS ETFs Boost Income Tax Efficiency Potential

In a year of economic downturn and recession, advisors and investors remain focused on income...

Managed Futures Channel

Diversify During Recession Warning With DBMF

Stocks for the transportation industry, as well as small-caps, have fallen behind the broad...

Retirement Income Channel

Using Options: An Advisor's Guide

Options have many uses for portfolios and tend to get more attention in a challenging market and...

Retirement Income Channel

Nationwide’s ETF Performance in Down Markets

The Federal Reserve has signaled that an end may be in sight for interest rate hikes as banking...

Climate Insights Channel

El Niño May Drive Higher Summertime Emissions

The National Oceanic and Atmospheric Administration has set a 62% chance of an El Niño cycle...

China Insights Channel

Rating Company Gives Optimistic Outlook on China

Egan-Jones Ratings Company recently released an updated risk commentary in a newsletter for China...

Retirement Income Channel

Under the Hood: NDJI

Banking sector stress has eased with the Fed stepping in to offer emergency short-term loans for...

Retirement Income Channel

The Nationwide Nasdaq-100 Risk-Managed Income ETF

Recession risk looms ever larger on the horizon for the U.S. as the Fed continues to raise...

Tax Efficient Income Channel

Return of Capital Distributions' Tax Advantages

ETFs continue to grow in popularity because of their tax efficiency compared to other investment...

ETF Prime

ETF Prime: Roxanna Islam Turns up Speaker on Communication

On the most recent episode of ETF Prime,VettaFi’sRoxanna Islam, associate director of...

Managed Futures Channel

3 Managed Futures Questions Asked by Investors

After a stellar year of outperformance in 2022, managed futures strategies have faced a number of...

Financial Literacy Channel

For Tax-Free Income, Try Munis

In a challenging market year, many investors are looking to shift to a more risk-off investment...

Climate Insights Channel

EU Carbon Allowances Set to Tighten in 2023

Preliminary analysis revealed that EU carbon dioxide emissions covered under the carbon...

Retirement Income Channel

Under the Hood of the Nationwide S&P 500® Risk-Managed Income ETF

In a year of economic slowing in the U.S., a fund to consider for advisors looking to put their...

Retirement Income Channel

Under the Hood: Nationwide Russell 2000® Risk-Managed Income ETF

As the Fed looks to ease on interest rate hikes, advisors and investors continue to keep an eye...

Tax Efficient Income Channel

With SPYI, Time to Put Your Equity Exposures to Work

Retail sales fell 1% in March as consumers reigned in spending, a further sign of economic...

Managed Futures Channel

Andrew Beer on the Collapse of the Inflation Trade

March brought about a drastic shift in markets on the backs of the collapse of two U.S. regional...

Financial Literacy Channel

An Investor's Guide to Understanding ETF Distributions

Understanding how ETF distributions are categorized can alleviate a lot of hassle and potential...

Tax Efficient Income Channel

Seek NEOS's Tax-Efficient Income During Core Inflation

Headline inflation in the U.S. declined in March, while underlying core inflation, a metric...

Financial Literacy Channel

How Distributions Get Taxed on Income-Generating ETFs

ETFs are touted for their tax efficiency, and while they are more tax efficient than, say, a...

China Insights Channel

KDIV Grabs Dividend Aristocrat Growth in Pan Asia

Emerging and developing Asia is the only region of the world forecast for greater than 5% GDP...

Managed Futures Channel

IMF Predicts a Long Season of Global Economic Risk

Those that were hoping for a rapid return to normalcy heading into this year are in for...

China Insights Channel

Look to KLIP for an Income Play on China's Growth

The U.S. is facing down looming recession as aggressive monetary policy and bank sector stress...

Climate Insights Channel

Luke Oliver: Climate, Making Money, Saving the Planet

In a market rife with risk, advisors and investors could be missing one of the most fundamental...

China Insights Channel

With BNDD, Investors Position for Recession

Recession is on the horizon, or potentially already here, and the added stress of banking sector...

Tax Efficient Income Channel

Consider BNDI for Equity Premium Lows

The grim economic outlook for the U.S. this year has taken a heavy toll on equities and corporate...

Climate Insights Channel

Luke Oliver on Carbon Allowances and Innovation

Bank turmoil, Fed interest rate hikes, sticky inflation, geopolitical tension, economic recession...

China Insights Channel

Asia to Contribute 75% of 2023’s Global Growth

China continues to rebound domestically from the lifting of COVID lockdowns, and looks to be a...

Climate Insights Channel

A Case for Transitioning Equities With KraneShares

Advisors and investors in search of not just shorter-term opportunities amidst economic downturn...

ETF Prime

ETF Prime: Lara Crigger on Q1 ETF Launches and Trends

On the most recent episode of ETF Prime, VettaFi’s editor-in-chief Lara Crigger discusses notable...

Managed Futures Channel

Markets Drop on JOLTS Report: Invest for Volatility

Markets may be finally shaking the year-long trend of bad economic news is good news for markets...

Tax Efficient Income Channel

Cash Is the Safest Investment: Earning Income With CSHI

In the wake of the banking sector and bond volatility, the Fed raised rates another quarter point...

Managed Futures Channel

Andrew Beer: Now Is the Time to Buy Managed Futures

March has been a rollercoaster month for markets. The collapse of two regional banks mid-month...

Retirement Income Channel

Inflation: Where Are We a Year Later?

Tumultuous, volatile, painful; pick any number of synonyms for “challenging” to...

China Insights Channel

What Bond Reversal, Bank Volatility Mean for KMLM

In the wake of the failure of two U.S. regional banks, there have been macro shifts happening in...

Managed Futures Channel

Recession Risks: Consumer Confidence

The Federal Reserve raised interest rates another quarter point this month, though signaled that...

Retirement Income Channel

The Advisor’s Guide to Collar Strategies

Persistent volatility over the last 12 months has been largely driven by investor uncertainty as...

Retirement Income Channel

For Advisors Watching Small-Caps, Consider NTKI

The upward momentum of markets in the first month of the year could be a sneak peek of potential...

Tax Efficient Income Channel

Marathon Rate Hikes Could Be Near the End

The Federal Reserve voted unanimously to raise interest rates by 0.25% Wednesday but a tonal...

Retirement Income Channel

Seeking Income Within Equities: Nationwide’s ETFs

Economic uncertainty continues to equate to market uncertainty this year as advisors and...

Climate Insights Channel

Invest With KGRN as China Dominates Renewable Energy

China has been the world leader for clean energy for over a decade, and continues to expand its...

ETF Prime

ETF Prime: Rosenbluth Talks Current Research Trends

On the most recent episode of ETF Prime, VettaFi’s Todd Rosenbluth, head of research, discussed...

Climate Insights Channel

Investing in the Energy Transition: Norsk Hydro

In a decarbonizing world, there is great alpha potential in the companies that are driving the...

China Insights Channel

Overseas Investors Buy In as China Continues to Ease

China’s central bank announced yet another easing that freed up banks to lend more money last...

Climate Insights Channel

A Guide to EU Carbon Price Volatility

Prices on European Union carbon allowances have dropped about 13% in the last week, pulling the...

Tax Efficient Income Channel

If Fed Slows Rate Hikes, Bonds Could Benefit

Turmoil in the banking sector is likely to elicit a slowing of interest rate hikes by the Fed at...

Managed Futures Channel

Banks Take a Breather: Consider Managed Futures

Markets closed for the day on the reassurance that big banks were stepping in to provide relief...

China Insights Channel

IVOL the Top Performing ETF During Banking Volatility

Bank failures and fears of contagion in the broader sector have caused strong volatility spikes...

China Insights Channel

China’s Consumers Are Moving: Invest With KBUY

Markets closed today as fears about bank risk on both sides of the Atlantic caused heightened...

Climate Insights Channel

KMET Grabs Strong North American Demand for Aluminum

Commodities are a hard sell in 2023 in an environment of global economic slowing, but demand for...

Tax Efficient Income Channel

Banking Fears Spread, Put Your Cash to Work With CSHI

Bank stability fears have spilled over to international banks and volatility is spiking in U.S....

Retirement Income Channel

Advisors See Small-Cap Opportunity in Second Half

Financial advisors believe there is strong opportunity in small-cap equities in the second half...

Climate Insights Channel

Don’t Miss Out on California’s Carbon Market and KCCA

Carbon allowances markets, the regulated emissions markets that adhere to mandated policies, are...

Managed Futures Channel

Managed Futures and DBMF Performance in February

Markets came into the beginning of the year priced for perfection that the U.S. would avoid a...

Managed Futures Channel

Macro Strategies' Favorable Environment May Last Years

Macro trading strategies utilized for decades by hedge funds have swung back into favor in the...

Tax Efficient Income Channel

Setting Equities to Work for Income: SPYI

February’s economic data continues to indicate resiliency and lends continued credence to the...

Retirement Income Channel

Consider Blue Chip Companies & NDJI in Difficult Times

The inflation narrative has proven to be complex so far this year, with a resilient jobs market...

Retirement Income Channel

In January, NSPI Offered Volatility Reduction

This year brings with it a number of headwinds for U.S. equities and challenges for global...

Tax Efficient Income Channel

Try A Cash Alternatives ETF for Worry About Rate Hikes

Markets dropped yesterday on the heels of a speech from Federal Chair Jerome Powell indicating...

ETF Prime

ETF Prime: Stacey Morris Shares Energy Sector Analysis

On the most recent episode of ETF Prime, VettaFi’s Stacey Morris, head of energy research,...

Tax Efficient Income Channel

Troy Cates Talks Income and Yield for CSHI and SPYI

Troy Cates, co-founder and managing partner at NEOS Investments, recently appeared on ETF IQ to...

Managed Futures Channel

DBMF's Returns Track Record Tops SPY

Managed futures offer a number of benefits to portfolios, including risk and volatility...

China Insights Channel

China’s Strong PMI Reflects Recovery, Expansion

The February PMI for China surprised to the upside, expanding at the fastest pace in over a...

Climate Insights Channel

Capturing China in an EV Investing Strategy Matters

China is home to the largest domestic electric vehicle market in the world and has been for eight...

Climate Insights Channel

A Guide to Understanding California’s Carbon Market

The investment case for carbon allowances continues to grow as more countries and regulatory...

Tax Efficient Income Channel

Consider NEOS ETFs for Higher Income Opportunities

Markets continue to try to make sense of January’s economic data and how it aligns with...

Climate Insights Channel

Copper a Key Catalyst in Next Gen Solar Fuels

Copper is perhaps best known as the bellwether metal for the health of the global economy due to...

Tax Efficient Income Channel

Don’t Ignore SPYI’s Distribution Yield and Income

U.S. equities face a number of challenges this year from economic slowing in response to...

Managed Futures Channel

Navigate Risk With Managed Futures and DBMF

The risks that played havoc on markets and economies last year continue to be a driving force at...

Climate Insights Channel

Carbon Markets Are at “Inflection Point” for Investors

The emissions transition is beginning to kick into high gear worldwide as countries globally work...

Tax Efficient Income Channel

Take on BNDI for Income Opportunities Within Bonds

Advisors and investors are flocking to bonds this year, despite the continued economic...

Climate Insights Channel

The Perplexity Problem of Voluntary Carbon Markets

Voluntary carbon offset markets, not to be confused with cap-and-trade carbon allowances markets,...

Tax Efficient Income Channel

Cash Alternatives ETF Garnering Flows in 2023

The appeal of cash and cash alternatives remains strong in the wake of January’s economic data...

Climate Insights Channel

4 Reasons to Invest in Carbon Allowances

The global energy crisis in 2022 brought the energy transition into sharp focus for much of the...

Managed Futures Channel

Capitalize on Uncertainty as Inflation Persists

January’s inflation report eased slightly but still surprised to the upside of expectations,...

China Insights Channel

KBA Is Optimally Positioned in 2023

There are few places where the U.S. and China are more opposed this year than economically, with...

News

Putnam's Sustainable Target-Date Retirement Funds

Putnam Investments announced the launch of the Putnam Sustainable Retirement Funds on February...

Tax Efficient Income Channel

Don't Sleep on NEOS' CSHI Yields

Economic hardship looms large on the horizon for the U.S. this year as aggressive Fed policy is...

Climate Insights Channel

KGHG: Invest for Change Without Sacrificing Returns

One of the reoccurring arguments against investing along climate principles is that doing so...

News

Simplify Launches New Health Sciences Focused ETF

Simplify has launched their newest thematic ETF, the Simplify Propel Opportunities ETF (SURI B)...

Innovative ETFs Channel

Invesco CEO to Retire, Replacement Named

Invesco announced today that its current President and CEO, Marty Flanagan, would be retiring and...

Institutional Income Strategies Channel

Opportunities in Short-Term Treasuries With XONE

Yields for short-term Treasuries continue to climb in the opening months of 2023 as the Fed...

Night Effect Channel

A Closer Look at NightShares' NSPL

In a sea of strategies within equities, the NightShares ETF suite, which seeks to capture the “...

Volatility Resource Channel

The 2023 Case for Diversification, China, and FLCH

The negative returns for many asset classes in 2022 put immense pressure on portfolios, but...

Retirement Income Channel

Don’t Sleep on Nationwide's Risk-Managed ETFs' Yield

Volatility mitigation and risk-managed strategies became increasingly popular in 2022 as market...

News

On "ETF Edge" Dave Nadig Shares Insights from Exchange

ETF Edge, hosted by Bob Pisani, was live from Exchange in Miami and featured Dave Nadig,...

Retirement Income Channel

In 2022, NKTI Offered Better Returns in Small-Caps

Small-caps are often the first to take the hit for economic downturn, but they also historically...

Tax Efficient Income Channel

Want Higher Income? Consider Core Exposures With NEOS

An unexpectedly strong jobs report has put a pause on the market’s forward movement as investors...

Retirement Income Channel

NUSI Offered Noteworthy Volatility Reduction Last Year

Many of the heavily growth-oriented companies in the U.S. are making large reductions in 2023 to...

News

Calamos Investments Launches Sustainable Equities ETF

Calamos Investments, in collaboration with NBA star Giannis Antetokounmpo, has announced the...

Tax Efficient Income Channel

SPYI, a High-Income ETF Within Equities, Up 10%

U.S. equities face several challenges this year with economic slowing and recession risk looming...

Climate Insights Channel

In 2022, Main Supply of EU Electricity Was Renewable

A new analysis from Ember, a climate think tank, found that wind and solar were the top sources...

Managed Futures Channel

Americans Predict Volatility in 2023: Hedge With DBMF

More than half of Americans are anticipating a major recession, and over three-quarters believe...

Tax Efficient Income Channel

Bonds Facing a Better Year: Capture With BNDI

Bonds are on the rise this year and predictions that the Fed will finalize rate hikes in the...

China Insights Channel

China Gears Up To Boost Consumption

China made announcements over the weekend that it would be providing monetary support and...

Managed Futures Channel

With DBMF, Invest for Volatility in the Near Term

Global asset managers and banks have consistently issued caution in their 2023 outlooks as they...

Retirement Income Channel

As Recession Signals Grow, Turn to Risk-Managed ETFs

Yet another portent of impending recession has risen to the surface, this time from the...

Climate Insights Channel

Improving ESG Increases Valuations: KGHG Invests

There is an increasing link between better ESG transparency and practices and a rise in company...

China Insights Channel

KDIV, KraneShares Dividend Aristocrats ETF, Is a Buy

The global economic outlook for 2023 has recently been revised down, reflecting the challenges...

Climate Insights Channel

A 2023 Outlook for the Voluntary Carbon Market

Increasingly more companies are setting emissions targets and goals as many industries work...

Tax Efficient Income Channel

Q&A With NEOS: Income, Tax Efficiency, and More

In the sea of 427 new ETFs launched last year, it can be easy to miss some of the more quietly...

ETF Prime

ETF Prime: Shopping Around for E-Commerce ETFs

On the most recent episode of ETF Prime, host Nate Geraci was joined by VettaFi’s associate...

China Insights Channel

Don’t Miss Out on KHYB’s Outsized Yields in Asian Bonds

This year looks to be the year that the impacts of aggressive monetary policies will play out on...

Managed Futures Channel

Markets Bet on Inflation Reversal: DBMF Captures Trends

Markets are riding on the bet that inflation will not just fall this year, but will do so at a...

Tax Efficient Income Channel

Cash Alternative ETF CSHI, Sends Strong Buy Signals

Markets continue to rise and fall on inflation hopes and fears, but the resounding message...

Retirement Income Channel

NSPI Offers Risk-Managed Exposure to S&P 500® Index's Dividend Growth

Despite the economic uncertainty and market volatility of much of 2022, dividend-paying companies...

Climate Insights Channel

A KraneShares Metals ETF Is Signaling to Buy

Despite economic slowing forecast this year, the supply constraints for many commodities mean...

Retirement Income Channel

Ride Economic Challenges With Risk-Managed Strategies

The challenges markets faced in 2022 — volatility, investor uncertainty regarding Federal Reserve...

Retirement Income Channel

Here's What Secure Act Law 2.0 Means for Retirement Plans

The Securing a Strong Retirement Act, more commonly known as SECURE 2.0, was signed into law on...

Tax Efficient Income Channel

This NEOS High Income ETF Offers Outsized Returns

It’s been a bumpy ride for markets so far this year with concerns around the Federal Reserve’s...

Managed Futures Channel

DBMF: A Year in Review Plus a Look Ahead

Managed futures proved their mettle in 2022 as one of the few strategies to offer positive...

Climate Insights Channel

The Guide to European Carbon Markets in 2022 and 2023

Europe’s carbon markets took heavy hits last year from geopolitical instability and strife,...

Tax Efficient Income Channel

This NEOS ETF Is Outperforming Among Cash Alternatives

December’s consumer price report revealed marginally cooling inflation but is still up 6.5% over...

Climate Insights Channel

A 2022 and 2023 Guide to U.S. Carbon Markets

Geopolitical risk and rising global inflation dealt hits to carbon allowances markets in 2022,...

Retirement Income Channel

2022's Top-Read Retirement Income Stories

Retirement portfolios experienced the squeeze and outsized impacts of inflation and aggressive...

Tax Efficient Income Channel

With BNDI, Enhance Your Income Within Bonds

After a tumultuous and challenging year for fixed income, money is pouring back into some of the...

Retirement Income Channel

Small-Cap ETFs Attract Outsized Flows Mid-Year

The information technology sector garnered significant media and investor attention in the first...

Retirement Income Channel

Top 3 Considerations When Retirement Planning

The pandemic brought about over 2.5 million people retiring early, as estimated by Fed analysts....

Tax Efficient Income Channel

All About SPYI, the NEOS S&P 500 High Income ETF

Options-based strategies picked up steam in 2022 as advisors and investors searched for ways to...

Climate Insights Channel

This Oil “Supermajor” Is Committed to Energy Transition

Italian oil supermajor Ente Nazionale Idrocarburi, otherwise known as Eni SpA, has committed to...

Managed Futures Channel

DBMF Invests for Volatility Given Likely Fed Aggression

Back-to-back job market reports yesterday and today are likely to keep the gas pedal on Fed...

Retirement Income Channel

4 Equity ETFs to Think About for Retirement Income

2022 put immense pressure on retirement portfolios as equity all around fell, and bond yields...

Tax Efficient Income Channel

Don't Miss Out on These Income ETFs in 2023

Market volatility and uncertainty are likely to persist in at least the first half of 2023 with...

Retirement Income Channel

In Times of Perplexity, Look to Risk-Managed ETFs

Inflation could finally be easing in 2022, but underlying indicators continue to underscore an...

Managed Futures Channel

How Best to Allocate to Managed Futures

Last year was a phenomenal year for most managed futures strategies, and this year as volatility...

Retirement Income Channel

Top Trends That Impacted Retirement Portfolios in 2022

2022 was a year of challenge for advisors and investors, as traditional portfolios were forced to...

China Insights Channel

2 China ETFs You Need in Q1 2023

China’s rollback of its zero-COVID policy at the end of 2022 was hailed as a victory, though...

Climate Insights Channel

3 Ways to Invest in Climate Strategies

No matter how you personally feel about climate change, there’s no denying that some governments...

China Insights Channel

HFCAA Reset Gives Advisors Green Light for China Investing

Chinese companies were found to be in full compliance with U.S. audits in a historic moment...

News

An Advisor’s Guide to In and Out of the Money Options

There is a lot of nuance to options investing, so much so that many advisors and investors...

Tax Efficient Income Channel

A Guide to In and Out of the Money Options

There is a lot of nuance to options investing, so much so that many advisors and investors...

Managed Futures Channel

Top-Read Managed Futures Stories of 2022

Alternatives hit their stride in the chaos of 2022’s markets, often capitalizing on volatility...

China Insights Channel

3 China ETFs Which Added $1 Billion in 2022

It was a difficult year broadly for global markets but China faced several unique challenges that...

Climate Insights Channel

Carbon Allowances Investing in 2022

Countries around the world are beginning to ramp up carbon emission reduction regulations,...

Climate Insights Channel

The KraneShares Climate Suite Goes Beyond ESG; Here's How

ESG investing was one of the hot-button topics of 2022, with a rise in anti-ESG sentiment gaining...

China Insights Channel

When Looking at Dividends in 2023, Consider KVLE

Markets are rallying on the hope of better performance for companies after Nike and FedEx both...

Climate Insights Channel

These 6 Metals Are the Ones to Watch in 2023

Decarbonization is happening globally at increasing trajectories as countries and regulatory...

Managed Futures Channel

With Opportunities Ahead, DBEH Crosses 3-Year Milestone

The ETF industry continues to grow and innovate at a remarkable rate. 2022 is on track to be the...

Managed Futures Channel

2023 May Be the Year of the Bear: Hedge With DBMF

Millionaire investors are expecting the S&P 500 to drop double digits in 2023, the strongest...

China Insights Channel

Don’t Miss the Rally in China’s Property Bonds

China’s recent regulatory shift to provide underlying monetary support for property developers...

Climate Insights Channel

KEUA to Benefit From Aggressive EU Emissions Stance

The European Union bloc and EU Parliament announced they had reached an agreement over the...

Climate Insights Channel

“The Biggest Short Squeeze in History”: the Mispricing of Carbon

One of the largest crises to happen in any of our lifetimes is already all around us and it’s...

Managed Futures Channel

2022 Was the Year of Managed Futures

2022 was the year when markets downshifted from the rip-roaring outperformance of equities of the...

China Insights Channel

PCAOB Makes Historic Announcement About Delisting Risk

The Public Company Accounting Oversight Board (PCAOB), the non-profit corporation in charge of...

China Insights Channel

Look Into KMLM While the Fed Continues Rate Hike Cycle

Despite the Fed’s pullback to its first 0.50% interest rate hike in five months, markets...

Climate Insights Channel

Europe Raises the Global Emissions Table Stakes

After a year of negotiations, the European Union and European Parliament have come to an...

Managed Futures Channel

2022's Top 3 Managed Futures ETFs

In the tailspin of markets in 2022, alternatives gained strong favor with investors and advisors...

Climate Insights Channel

A Technical Analysis of the EU Carbon Allowances Market

Carbon allowances prices in Europe have been on an upward trend in December, rising more than 20%...

China Insights Channel

As Hong Kong May Open Further, KBA Offers Opportunities

Chinese local news sources reported over the weekend that Hong Kong could be part of a “...

China Insights Channel

KWEB Soars Above Technical Indicators

It was another strong day for internet stocks in Hong Kong as Asian investors rallied around the...

Climate Insights Channel

California's Aggressive Net-Zero Plans: KCCA Benefits

California is lining up to be the world leader in the transition to net-zero carbon emissions,...

Managed Futures Channel

You Should Consider Managed Futures Heading Into 2023

It was a phenomenal year for most managed futures funds that utilize a strategy that capitalizes...

Climate Insights Channel

KGHG Aims To Capture Transition From Coal to Renewable Energy

The global energy crisis this year has fast tracked the transition to renewable energy sources,...

China Insights Channel

Potential China Reopening Play With KWEB and KTEC

China has begun to soften its COVID policies across major cities, a shift that has been long...

Modern Alpha Channel

Tax-Loss Harvest Out of Broad China Exposures

In a tumultuous year for both domestic and international stocks, China has faced a number of...

Climate Insights Channel

3 Ways KGHG Invests Across the Energy Transition Chain

There are an increasing number of ETFs coming to market that focus on the energy transition as...

ETF Prime

ETF Prime: Tom Hendrickson on Alternatives

On the most recent episode of ETF Prime, host Nate Geraci and Tom Hendrickson, VettaFi’s chief...

Climate Insights Channel

Carbon Allowances a Winner in Europe’s Energy Battle

Europe is perched precariously atop its pile of gas storage as it heads into winter after a...

Modern Alpha Channel

USFR Helps Navigate Widening Yield Curve Inversion

The yield curve between the 10-year Treasury and the 2-year Treasury has reached its largest...

Managed Futures Channel

Managed Futures Navigates the Potential for Inflation Into 2024

New York Federal Reserve Bank president John Williams believes that inflation will come down in...

China Insights Channel

Investors Pile Into Chinese Equities With KWEB

Unrest over China’s zero COVID policy has boiled over into protests across China, as a recent...

China Insights Channel

KARS: A Value Chain Approach to EV Investing

Significant strides are being made in the U.S. and globally to build out the electric vehicle...

Market Insights Channel

ETF Prime: Tom Hendrickson on Alternatives

On the most recent episode of ETF Prime, host Nate Geraci and Tom Hendrickson, VettaFi’s chief...

Managed Futures Channel

Forget Bear Rallies: The Benefits of Managed Futures

The strong yet brief bear rally, borne on hopes of easing inflation from October inflation data,...

Climate Insights Channel

Voluntary Carbon Markets Are Growing Rapidly

The global voluntary carbon markets are growing exponentially as more corporations seek to meet...

Modern Alpha Channel

Investors Turn to Core Bond Allocations, Consider AGGY

In the aftermath of October’s CPI and PPI that reflected a small easing of inflationary gains and...

Climate Insights Channel

A Guide to the EU Carbon Market With KraneShares

Europe’s energy crisis has largely abated for now and a decision should be finalized within the...

Managed Futures Channel

Managed Futures May Benefit From Fed Aggression

Economic indicators are largely pointing to slowing and a potential easing of inflation but not...

Modern Alpha Channel

WisdomTree Thinks the Fed Is Missing the Inflation Mark

The data keeps pouring in indicating that the economy is slowing, potentially even more than...

China Insights Channel

Chinese Delistings Will Be Determined by End of 2022

The rollercoaster year of uncertainty around Chinese delistings from U.S. markets looks to...

Climate Insights Channel

Expect Industrial Metals to Rise: Invest With KMET

It’s no secret that there is a general, established inverse relationship between commodities and...

Managed Futures Channel

Navigate Geopolitical Tensions With Managed Futures

The latest aggressive bid by Russia towards Ukraine could lead to a ratcheting of geopolitical...

China Insights Channel

KraneShares Looks at China’s Tech Sector

China’s economic indicators might be slowing but there are some significant strides being made...

Modern Alpha Channel

As Earnings Season in India Ends, EPI Shows Buy Signs

Investment opportunities in India continue to grow alongside the world’s fifth-largest economy....

Climate Insights Channel

When Exploring Internationally, Weigh Carbon With KEUA

Advisors have indicated that they find carbon allowance investing to be most attractive for the...

China Insights Channel

KMLM Is Above Technical Indicators and K-1 Free

Markets are cooling from last week’s relief rally as more major companies announce large lay-offs...

Modern Alpha Channel

Don’t Miss Out on High Yield With WFHY

Markets have gone risk-on in a big way as advisors and investors piled into ETFs last Thursday on...

Modern Alpha Channel

A Case for Investing in Japan With DXJ

Japan may be one of the only countries that could be getting inflation mostly right this year...

Climate Insights Channel

Emissions Underestimated: Climate Investing Playbook

Oil and gas producers are underestimating their emissions output by as much as three times what...

Managed Futures Channel

Invest in the Trends of a Market in Motion With DBMF

October’s CPI print of a 7.7% rise year-over-year was met with strong market upward momentum as...

Managed Futures Channel

Andrew Beer on Managed Futures Strategies on ETF Edge

It’s been a good year for some active managers, but none more so than those at the forefront of...

Climate Insights Channel

Under the Hood of KGHG, the Carbon Transformation ETF

This year has brought about some major policy support for climate change initiatives, as well as...

Modern Alpha Channel

WisdomTree President Discusses the Digital Future

WisdomTree announced today a number of changes that reflect the broadening focus, vision, and...

China Insights Channel

KMLM Mitigates Election Uncertainty

It’s likely to be a big week for markets and investors with both the U.S. election on...

Climate Insights Channel

Lithium Flies High on EV Demand; Invest With KMET

The largest producer of lithium globally, Albermarle Corp, a U.S.-based company, beat...

Managed Futures Channel

The Managed Futures Showdown of the Year: DBMF v KMLM

Suppose you didn’t know about managed futures before this year. In that case, that’s almost...

China Insights Channel

China: A Week in Review

Foreign investment into China that plummeted in October on fears of what President Xi’s newly...

Modern Alpha Channel

WisdomTree on Fed Policy and “Pivot-Lite”

The Fed has raised interest rates by another 0.75% with the Fed Funds range now between 3.75%-4%...

Managed Futures Channel

DBMF May Be the Innovation Fund of a Hawkish Fed Regime

Trend following has gained popularity once more this year for its ability to cut through...

Climate Insights Channel

KraneShares on the EU Carbon Market Heading Into Winter

Energy prices in Europe have dropped significantly from record highs earlier this year as winter...

Fixed Income Channel

3 Advisors Weigh In on New Ways To Use Bonds

I had the great fortune to sit down and talk individually to three notable advisors within the...

China Insights Channel

The History of KBA and KraneShares With Brendan Ahern

KraneShares has established itself over the years as a firm synonymous with investment into China...

Managed Futures Channel

Why Managed Futures Are the New Portfolio Diversifier

Real estate has had a historical role as a 3%–5% diversifier within equity and bond portfolios,...

Climate Insights Channel

2022 a “Wasted Year” for Emissions Reductions

The latest emissions report from the United Nations Environment Programme (UNEP) was just ...

Managed Futures Channel

Earnings Misses Pile Up, DBMF Rides Market Volatility

This quarter’s earnings season is a good reflection of the complexity that markets are grappling...

Modern Alpha Channel

A Primer to the WisdomTree Rebalance Making Waves in EM

Emerging market investors took notice recently when unexpected outflows were seen coming from...

Climate Insights Channel

Capitalize on Decarbonization With KGHG

Global decarbonization efforts are a movement unto themselves and one with significant investment...

China Insights Channel

The Guide to the Current Chinese Stock Sell-off

China’s leadership concluded the 20th National Party Congress in Beijing over the weekend in...

Managed Futures Channel

Andrew Beer Talks Trend Following and DBMF

Trend following is having a rip-roaring year this year, capitalizing on continued volatility and...

Modern Alpha Channel

Bullard and Siegel Debate Inflation and Fed Policy

Federal Reserve Bank of St. Louis President James Bullard was a recent guest on the “Behind the...

Climate Insights Channel

Cobalt Value Will Double by 2030, KMET Invests

The global market size of cobalt is expected to grow from $8.7 billion in 2021 to over $19.4...

Modern Alpha Channel

P&G Beat Earnings, These 3 WisdomTree ETFs Invest

Proctor & Gamble successfully navigated inflation impacts in the third quarter to post...

China Insights Channel

This ETF Outperforms Benchmark and S&P 500

Markets are rebounding on better-than-expected earnings from banks and corporations. The...

Modern Alpha Channel

WisdomTree’s 5 Indicators to Watch in Q4 2022

Markets have been full of noise this year as volatility remains driven by advisor and investor...

China Insights Channel

A Guide to China's Internet Sector Performance

China’s internet sector continued to take hard hits in the third quarter of 2022, driven by...

Managed Futures Channel

Managed Futures Massively Outperforms in 2022

It’s the year for trend-following strategies, with managed futures outperforming in hedge funds,...

Climate Insights Channel

KraneShares Launches New Electrification Metals ETF

KraneShares launched its newest fund, the KraneShares Electrification Metals ETF (KMET), which...

Managed Futures Channel

DBMF Hits $1 Billion, Managed Futures "Essential"

Managed futures, the strategy long harangued as underperforming in an environment that punished...

Modern Alpha Channel

Small-Caps an Enticing Buy With Tailwind Potential

Small-caps are often to the first to take a hit in markets when concerns of recession rise to the...

China Insights Channel

CATL Is the EV Battery Leader and How to Gain Exposure

Contemporary Amperax Technology Co., Ltd (CATL) is the global leader in electric vehicle...

Climate Insights Channel

How the Energy Transition Looks: BP

The race to net zero is gaining attention and urgency globally as increasingly severe weather...

Managed Futures Channel

The Almost Billion Dollar Managed Future ETF

Managed futures continue to draw interest and inflows in a year punctuated by market uncertainty...

China Insights Channel

MSCI Considers More China A Share Inclusion

MSCI, a major global index provider, is reported to be consulting with its clients about China A...

Climate Insights Channel

The Advisor’s Guide to U.S. Carbon Markets in Q4

The annual United Nations General Assembly concluded last week in New York as leaders from around...

Managed Futures Channel

When Global Recession Threatens, Try Managed Futures

The World Trade Organization has released a revised update for imports and exports globally for...

Modern Alpha Channel

Schumer Kicks Off Cybersecurity Awareness Month

Senate Majority Leader Chuck Schumer (D) has issued a call to action for better consumer...

China Insights Channel

China’s Economy Showed Recovery in August

China has released economic data for August that reflected recovery from July and growth, though...

Invest Beyond Cash Channel

3 ESG ETFs to Capture the Carbon Transition Drivers

Climate Week NYC, an annual gathering that brings together major global players from the public...

Managed Futures Channel

How to Successfully Capture Hedge Fund Performance

There’s no denying that alternatives have become much more popular with advisors and investors...

News

4 Cheapest U.S. Value ETFs for Q4

Recession concerns continue to grow after Federal Reserve Chair Jerome Powell underscored the...

Modern Alpha Channel

Inflation "Not Worth the Price of Crashing the Economy"

Wharton finance professor Jeremy Siegel has been accurately predicting the path of inflation over...

Modern Alpha Channel

WisdomTree Takes TradFi to Blockchain

WisdomTree’s fund that bridges the world of traditional finance and the digital economy has...

China Insights Channel

The Case for Value Investing as Markets Bounce Off Lows

The Bank of England has announced a temporary bond-buyback program to stem the impacts of the...

Managed Futures Channel

Markets Trending Towards Worst 9 Months

An aggressive Fed, world economy fears, persistent inflation, and a 20-year high for the U.S....

Climate Insights Channel

Corporations Committing to Climate Initiatives Doubles

Emissions and climate initiatives are an increasing focus for shareholders and company boards as...

China Insights Channel

Hong Kong Ends COVID Travel Restrictions

Hong Kong’s chief executive John Lee has announced an official end to the COVID quarantine...

Modern Alpha Channel

Japanese Equities Are “The Lone TINA Trade”

The days of “There Is No Alternative” trades, commonly referred to as TINA trades, have come to...

Climate Insights Channel

California Passes More Aggressive Climate Measures

California Governor Gavin Newsom (D) signed into law some of the most aggressive climate...

China Insights Channel

Managed Futures “Not About Being Right or Wrong”

Managed futures have been a topic of much discussion and interest for advisors this year as the...

Managed Futures Channel

Looking Beyond the Fundamentals With Trend Following

Fundamental investing and the traditional 60/40 portfolio have met their match this year as...

Modern Alpha Channel

WisdomTree Launches Ex-China, Ex-SOE EM ETF

WisdomTree has announced today the launch of its latest fund on the NYSE, the WisdomTree Emerging...

China Insights Channel

“The Greatest Bull Market in Government Treasuries”

China is one of the few countries globally that is practicing a monetary easing policy while much...

Managed Futures Channel

Manage Interest Rate Hikes With DBMF

The odds of a 0.75% interest rate hike from the Federal Reserve meeting tomorrow are all but...

Climate Insights Channel

The U.S. Investment Paradigm Shift Toward Climate

This year, the world has been ravaged by extreme weather with unprecedented heatwaves sweeping...

Modern Alpha Channel

As India Grows and World Slows, Look to IXSE

India is growing rapidly this year while the major world economies all struggle with inflation...

China Insights Channel

When Aggressive Fed Hikes Loom, Invest for Slowdown

Economic slowdown is starting to have a measurable impact on companies as FedEx reported a strong...

Modern Alpha Channel

Will Fed Funds Hit 4% Amid This Hiking Cycle?

Market and investor hopes of inflation easing were dashed this week with the release of August’s...

Managed Futures Channel

Andrew Beer Looks Into DBMF's Performance YTD

After a decade of lackluster interest and performance, managed futures have more than...

Modern Alpha Channel

Biden’s "Cancer Moonshot" Brings Biotech Focus to U.S.

President Biden spoke at the Kennedy Presidential Library on the 60th anniversary of JFK’s...

China Insights Channel

KraneShares Launches New ETF Focused on Pan Asia

KraneShares has announced the launch of its latest ETF, the KraneShares S&P Pan Asia Dividend...

Crypto Channel

Ethereum Merged: What Does It Mean for Crypto?

The massive and highly anticipated merge of the Ethereum network, the second largest blockchain...

Climate Insights Channel

Europe’s Carbon Market Pricing in Credit Reserve Sales

Europe’s energy crisis is likely to lead it to sell shares of its carbon credits from reserves to...

Innovative ETFs Channel

Yahoo Finance: Rosenbluth Talks Risk-Conscious ETFs

Markets tanked yesterday on the release of August’s consumer price index report that revealed a...

China Insights Channel

Nio on the Move With EV Model Launch

Chinese electric manufacturer Nio, known for its innovative battery-swapping stations for its EV...

Managed Futures Channel

While Markets Plummet, Focus on Technicals With DBMF

Markets fell hard on Tuesday after the release of the August consumer price index report, logging...

Modern Alpha Channel

Bond Performance Could Lead to Tech Sell-Off

What once started as a gentle decline for bonds in 2020 has seemingly hit warp speed this year...

Climate Insights Channel

Climate Change May Be a Long-Term Inflation Driver

How we measure inflation and the impacts it has is becoming more complicated as climate change...

Modern Alpha Channel

TD Ameritrade: Rosenbluth on Investing Internationally

Investing internationally is an important part of portfolio diversification and a way to capture...

Modern Alpha Channel

WTV Captures the Companies Growing Their Dividends

The Fed has given clear messaging that it’s not backing down from interest rate increases any...

China Insights Channel

The Returns of This Managed Futures ETF Soar

Markets closed with a stock snapback on Friday as major indexes broke their three-week loss...

Climate Insights Channel

California’s Grid Gets Dose of Climate Change

California is currently facing what could be the worst heat wave in the state’s history and...

Managed Futures Channel

Have Confidence During “Nervous Markets” With DBMF

Thursday was a rocky day for stocks, with major indexes managing to close higher after Federal...

News

Fox Business: Rosenbluth on ETF Income Opportunities

Markets absorbed the most recent messaging from Federal Reserve Chair Jerome Powell that the...

China Insights Channel

Rivian is Just Getting Started, Invest Now With KARS

Rivian, the electric vehicle start-up that had a blockbuster IPO in November 2021 by raising...

Modern Alpha Channel

You Can Have a 60/40 and Diversify Too

Stocks appeared to rally after the long Labor Day weekend in the U.S., but what began as upward...

Climate Insights Channel

Lithium: The Benefits of Diversifying Across EV

The electric vehicle industry expansion in the United States could face challenges in the form of...

News

KPOP Has Main Stage Debut on Wall Street

The newest fund to launch on the NYSE is one that arguably has already taken the world by storm:...

Modern Alpha Channel

Forget Anticipating the Fed: Use Floating Rates Instead

Cleveland Federal Reserve President Loretta Mester, a voting member of the Federal Open Market...

Climate Insights Channel

The Inflation Reduction Act and U.S. EV Growth

The passage of the Inflation Reduction Act and its signing into law on August 16, 2022 brings...

Managed Futures Channel

Bobby Blue on the Rise of Managed Futures

This year has seen a massive resurgence in popularity for liquid alternatives, with strategies...

Modern Alpha Channel

Invest for Volatility as Markets Fall on Fed’s Stance

The highly anticipated speech from Federal Reserve Chair Jerome Powell Friday led to...

Climate Insights Channel

Offshore Wind in the U.K. is Cheaper Than Fossil Fuels

The latest and largest round of the U.K.’s renewables auction, Contracts for Difference, led to...

China Insights Channel

China and the U.S. Come to Agreement on Company Audits

Regulators from China and the U.S. have come to an official agreement that will permit U.S....

News

ETF of the Week: SPYG

VettaFi’s vice chairman Tom Lydon discussed theSPDR Portfolio S&P 500 Growth ETF (SPYG A-)on...

Climate Insights Channel

Inflation Reduction Act Moves Needle for Green Hydrogen

The passage of the Inflation Reduction Act marked the biggest climate commitment the U.S. has...

Innovative ETFs Channel

Invesco Expands Commodities Suite With PDBA

Invesco, a top global asset management firm, has expanded its commodities ETF suite with the...

Modern Alpha Channel

Don’t Miss Out on Value Opportunities Overseas

The performance shift from growth to value hasn’t been a phenomenon confined just to U.S. markets...

China Insights Channel

David Gan Deep Dives Into China’s Real Estate Issues

China’s real estate woes have been splashed across global media headlines since the end of last...

Climate Insights Channel

Carbon Market Correlation Myths and KRBN Performance

The global carbon allowance market has experienced some fluctuations in the first half of 2022...

China Insights Channel

EVs a "Solution for Slowing Global Growth"

The demand for electric vehicles continues to increase globally, providing investment...

Modern Alpha Channel

Meb Faber and Jim Bianco Talk Markets and the Economy

WisdomTree’s Jeff Weniger, CFA, head of equity strategy, and Jeremy Schwartz, global CIO at...

Climate Insights Channel

The RGGI Carbon Market Performs Despite Uncertainty

In a difficult macro environment, the Regional Greenhouse Gas Initiative in the Northeastern U.S....

Managed Futures Channel

Andrew Beer Talks About DBMF’s History and Performance

Alternatives, the investment arena that contains everything from hedge funds to real estate, have...

Modern Alpha Channel

Consider Valuation Opportunities in Software Megatrends

Markets this year have experienced a significant pivot away from growth stocks, bringing soaring...

China Insights Channel

A Diversification Strategy to EV Investing

Diversification has become a major focus for advisors and investors this year as they seek...

Climate Insights Channel

What Europe’s Energy Crisis Means for Carbon Markets

As the energy crisis in Europe intensifies, there has been a lot of speculation and focus on what...

News

ETF Leaders Powered by the NYSE: Columbia Threadneedle

ETF issuers bring a wide range of specialties to the table for investors, and Columbia...

Modern Alpha Channel

Look to the New Economy Real Estate as Home Prices Rise

Home prices in the U.S. continue to climb, alongside spiking mortgage rates, freezing...

Climate Insights Channel

Summer Heat Waves and the U.K. Carbon Market

The global energy arena continued to change over the summer as the EU continues working to...

China Insights Channel

Navigate the Market Mambo With KMLM

Managed futures continue to be a compelling story in 2022 as markets wobble, bounce, slide, and...

Managed Futures Channel

Will the Inflation Reports Be Sufficient for the Fed?

Markets continued their bounce from Wednesday’s July consumer price index report that inflation...

Climate Insights Channel

A Look at the Electric Vehicle Transformation in China

China remains a global leader in electric vehicle manufacturing and adoption, with a burgeoning...

Modern Alpha Channel

Economic and Market Signals to Watch: Part 2

This is a continuation of the Q3 and beyond outlook for 2022 from WisdomTree. You can find the ...

Modern Alpha Channel

Economic Signals to Watch in the Second Half: Part 1

There’s a lot of noise in markets this year, as inflation remains persistently high, the Federal...

China Insights Channel

The Semiconductor & Cleantech Growth Potential in China

The global economy is still recovering from and dealing with supply chain disruptions, something...

Managed Futures Channel

Eric Balchunas & Andrew Beer on Bloomberg ETF IQ

It’s the year for alternatives within investing and Eric Balchunas, senior ETF analyst at...

Modern Alpha Channel

Turn to Dividends & Currency Hedging During Inflation

The July jobs report dropped today, revealing that the U.S. has added 528,000 new jobs,...

Climate Insights Channel

What the Senate Inflation Bill Means for Climate

After months and months of failed traction on a climate and tax bill by Senate Democrats, Senator...

China Insights Channel

Dividend- and Value-Focused ETF Outperforms S&P 500 YTD

Dividend strategies have become popular in 2022 as advisors and investors seek income and...

Modern Alpha Channel

Ride Volatility With Floating Rate and Dividend ETFs

July was the first month of the second half of 2022 and it was business as usual for the year,...

News

How Engine No. 1 Breaks the ESG Mold

There are a proliferation of funds out there that address environmental, social, and governance...

Managed Futures Channel

This Managed Futures ETF First to Be Rated Five Stars

Managed futures have proven their value this year, performing strongly at a time when equities...

Modern Alpha Channel

How a Strong Dollar Impacts Global Economies

The U.S. dollar continuing to strengthen can be extremely problematic for other countries’...

China Insights Channel

KraneShares' Second Half Outlook for China and More

Near-term predictions for the U.S., Europe, and much of the world continue to be one of monetary...

Climate Insights Channel

KraneShares’ Carbon Market ETF Tracks New Index

The KraneShares Global Carbon Offset Strategy ETF (KSET ) is the first U.S.-listed ETF that...

Multi-Asset Channel

ETF 360: Q&A With Michael Natale of FlexShares

In this episode of “ETF 360,” VettaFi’s head of research, Todd Rosenbluth, spoke with Michael...

Modern Alpha Channel

Former Fed Vice Chair and Professor Debate Inflation

On the most recent episode of the “Behind the Markets” podcast on Wharton Business Radio, hosts...

China Insights Channel

The U.S. Semiconductor Bill’s Missing Pieces and China

The Senate passed a bill this week that seeks to promote domestic development and growth of...

Managed Futures Channel

DBMF and All Things Trending

There are all kinds of trend tools and trend-following strategies when it comes to tracking funds...

Multi-Asset Channel

ETF of the Week: FlexShares' QLV

VettaFi’s vice chairman Tom Lydon discussed the FlexShares US Quality Low Volatility Index Fund (...

Climate Insights Channel

Invest “In the Problem” for Big Climate Impacts: KGHG

Within the U.S., investing in environmental, social, and governance (ESG) strategies can feel a...

News

TD Ameritrade: Todd Rosenbluth on Apple & Amazon ETFs

There’s just no getting away from the biggest growth companies of the last decade; almost every...

Modern Alpha Channel

The Fed Hikes Rates, So Expect Bond Market Volatility

Interest rates currently sit at a target range between 2.25%-2.50% after the latest 75 basis...

Multi-Asset Channel

Yahoo Finance: Todd Rosenbluth on Rate Hikes & Earnings

The Federal Reserve has raised interest rates another 0.75% for July in its fight against...

Modern Alpha Channel

This Floating Rate ETF Steamrolls Rate Hike Anxieties

Fixed income funds have seen a resurgence in recent months as advisors and investors look to...

News

CNBC Power Lunch: Tom Lydon Talks Streaming Services

It’s a big week for corporate earnings as investors look for indicators on how the rest of the...

Managed Futures Channel

Benefits of Replication and DBMF’s Outperformance YTD

Managed futures have been a popular investment this year as part of a bigger pivot to liquid...

China Insights Channel

The Alibaba Primary Hong Kong Listing and Investors

One of China’s main e-commerce giants will be seeking a primary listing in Hong Kong, reported...

Thematic Investing Channel

ETF 360: Q&A w/Global X’s Rohan Reddy

In this episode of “ETF 360,” VettaFi’s head of research Todd Rosenbluth spoke with Rohan Reddy,...

Modern Alpha Channel

Accessing International with Currency-Hedged ETFs

The strength of the U.S. dollar has become an increasingly big concern for investors and brought...

China Insights Channel

Delisting Talks: “Constructive” but Still Uncertain

Securities and Exchange Commission chair Gary Gensler spoke to the ongoing discussions about the...

News

TD Ameritrade: Lara Crigger on Earnings Week Investing

Lara Crigger, editor-in-chief at VettaFi, recently appeared on TD Ameritrade to discuss earnings...

Climate Insights Channel

Europe’s Pivot to Coal Means Pressure for Allowances

Gas prices just keep going up in Europe as Russia undergoes routine maintenance that is leaving...

News

TD Ameritrade: Roxanna Islam Talks Streaming

Roxanna Islam, CFA and associate director of research at VettaFi, recently appeared on TD...

China Insights Channel

Ford on the Move in EVs as KARS Invests

Ford Motor Co. has its eyes on the prize, setting plans in motion to ramp up electric vehicle...

Climate Insights Channel

What the Energy Transition Looks Like

German energy company (RWE) and Dutch-Norwegian company SolarDuck have announced a full-scale...

Managed Futures Channel

How Does DBMF Fare Against Mutual Funds?

Managed futures, a liquid alternatives strategy that has gained attention for its ability to...

News

ETF of the Week: iShares 20+ Year Treasury Bond ETF

VettaFi’s vice chairman Tom Lydon discussed the iShares 20+ Year Treasury Bond ETF (TLT B-)on...

Climate Insights Channel

The Benefits of Linked Carbon Markets

The role of individual states in the fight against climate change and emissions reduction has...

Modern Alpha Channel

Small-Caps Prices in the Recession

Small-cap investing might seem like one of the most contrarian ideas in the face of a recession,...

Modern Alpha Channel

A Guide to Currency Hedging When the Dollar Is Strong

The U.S. dollar has once again hit new highs today, reaching levels not seen in 20 years while...

ETF Prime

ETF Prime: Lara Crigger on Single Stock ETF Approvals

On this week’s “ETF Prime,” host Nate Geraci was joined by Lara Crigger, editor-in-chief at...

Climate Insights Channel

U.K. Heatwave and Climate Risk: Investing for Change

The national weather service in the United Kingdom issued a red warning for extreme heat on...

China Insights Channel

Didi’s $1 Billion Fine Might End Regulatory Cycle

Chinese ride-sharing company Didi will purportedly be fined $1 billion by Chinese regulators,...

News

ETF 360: A Q&A with Nuveen’s Jordan Farris

In this episode of “ETF 360,” VettaFi’s head of research, Todd Rosenbluth, spoke with Jordan...

Leveraged & Inverse ETF Channel

ETF Edge: Dave Nadig Talks Leveraged Single Stock ETFs

Last week brought about the approval of single stock inverse and leveraged ETFs by the SEC and...

Managed Futures Channel

Are Managed Futures the Ultimate Portfolio Diversifier?

In a poll taken in June at Mercer’s Global Investment Forum U.S., asset managers and asset owners...

Modern Alpha Channel

Get Primed for Earnings Season With EPS

It’s the first full week of earnings reports as major banks continue to report their second...

Climate Insights Channel

Carbon Markets Are Resilient in 2022

The first half of 2022 has seen markets mired in continued supply chain issues driven by the...

Managed Futures Channel

Stocks Rally Again: Investing in Times of Volatility

Markets remain tremulous, driven incessantly this year by each new economic report. The latest is...

China Insights Channel

Amidst Foreign Sentiment, China’s Consumers Spend

It’s been another challenging week for China in the news, with reports of home buyers boycotting...

Modern Alpha Channel

Macro World Order: Do Geopolitics Matter for Investors?

Liqian Ren, Ph.D. and director of modern alpha for WisdomTree, and Jeremy Schwartz, global CIO of...

Modern Alpha Channel

Investors Bailing on State-Owned Chinese Exposure

What was once deemed a fairly predictable investment into Chinese bonds has seen a drastic...

News

ETF of the Week: XTrackers S&P 500 ESG ETF

VettaFi’s vice chairman Tom Lydon discussed the XTrackers S&P 500 ESG ETF (SNPE A)on this...

Climate Insights Channel

Investing in Europe’s Carbon Allowances Drives Change

The European Union has announced its latest round of investments into major clean-tech projects...

China Insights Channel

A Deep Dive Into KWEB's Subsector Performance

Some of China’s headwinds have begun turning to tailwinds, and while the country is still...

News

ETF 360: Q&A With Simeon Hyman

For this episode of “ETF 360,” VettaFi’s head of research, Todd Rosenbluth, spoke with Simeon...

ETF Prime

ETF Prime: SEC Approval of Derivative Single Stock ETFs

On this week’s “ETF Prime,” host Nate Geraci was joined by Dave Nadig, financial futurist at...

China Insights Channel

Is It Time to Position Portfolios for a Recession?

Several indicators are flashing concerns of global economic recession and more specifically...

Leveraged & Inverse ETF Channel

The SEC Approves Single-Stock Leveraged ETFs

In a time of prolonged market volatility, the SEC has announced that it is giving the green light...

Managed Futures Channel

Housing Might Extend Inflation, Invest for Volatility

The consumer price index for June is set to release tomorrow and is likely to have a marked...

Climate Insights Channel

California’s Carbon Markets Insulated From EPA Rollback

In one of its last rulings before its recess, the Supreme Court struck down the Environmental...

Modern Alpha Channel

Cloud Computing is Down but Not Out

The technology sector has been hit particularly hard this year, with many of the growth drivers...

Managed Futures Channel

A Managed Futures ETF That Competes With Mutual Funds

Managed futures are drawing eyes and flows in the first half of 2022, with no slowing in sight....

China Insights Channel

Potential Tariff Reduction, IPO Market Boom in China

President Biden is meeting with advisors this week to discuss lowering the U.S. tariffs on goods...

China Insights Channel

ETF of the Week: KFA Mount Lucas Index Strategy ETF

VettaFi’s vice chairman Tom Lydon discussed the KFA Mount Lucas Index Strategy ETF (KMLM C) on...

Modern Alpha Channel

Fed Official Backs Three-Quarter Point Rate Increase

Christopher Waller, a member of the Federal Reserve Board of Governors, is supportive of another...

Climate Insights Channel

Every Tesla Model In Top 10 Greenest EVs

Bloomberg recently released their Bloomberg Green’s Electric Car Ratings that ranked the top...

Crypto Channel

ETF Edge: Todd Rosenbluth on Crypto and Commodities

Todd Rosenbluth, head of research at VettaFi, Will Rhind of GraniteShares, and Michael...

Managed Futures Channel

This Managed Futures ETF Saw Only Inflows in June

Alternatives have seen a lot more interest in the first half of 2022 than they have in years,...

ETF Prime

ETF Prime: Tom Lydon Discusses First-Half ETFs

On this week’s “ETF Prime,” host Nate Geraci was joined by Tom Lydon, vice chairman of VettaFi,...

Modern Alpha Channel

The Top 4 WisdomTree ETFs by Flows In June

Advisors and investors are looking far and wide for income opportunities and portfolio hedges in...

News

ETF 360: Q&A With Nick Cherney and John Kerschner

For this episode of “ETF 360,” VettaFi’s head of research, Todd Rosenbluth, spoke with Nick...

Modern Alpha Channel

CXSE Invests in Non-State-Owned Companies

The recent relaxing of strict COVID-19 requirements in China, alongside the indicators that the...

Climate Insights Channel

BYD’s Performance Exemplifies China’s EV Growth

One of China’s major electric automakers, BYD Co, is close to hitting a major market-cap...

China Insights Channel

China Eases COVID-19 Requirements, Stocks Surge

It was a big night for Asian equities as markets responded strongly to reductions in COVID-19...

News

ETF 360: Q&A With Matt Camuso From BNY Mellon

For this episode of “ETF 360,” VettaFi’s head of research, Todd Rosenbluth,...

Managed Futures Channel

ETF of the Week: iMGP DBi Managed Futures Strategy ETF

VettaFi’s vice chairman Tom Lydon discussed the iMGP DBi Managed Futures Strategy ETF (DBMF B+)on...

Crypto Channel

Grayscale: Conversion Denial “Arbitrary and Capricious”

After several delays, the Securities and Exchange Commission has finally made a ruling on the...

Modern Alpha Channel

These Two Funds Offer Dividends and Value

It’s no secret that advisors and investors have gravitated to value in 2022 as the biggest growth...

ETF Prime

ETF Prime: Tom Hendrickson Talks Advisor Interests

On this week’s “ETF Prime,” host Nate Geraciwas joined by Tom Hendrickson, chief product and...

Climate Insights Channel

Invest in Carbon Reductions as Atmospheric Carbon Soars

The carbon dioxide levels in the atmosphere, one of the key pollutants responsible for trapping...

Managed Futures Channel

Managed Futures Outperform In Bear Markets

Markets continue to be driven by responses to news as performance hinges on the latest released...

China Insights Channel

Sentiment for China’s Internet Sector Is Going Up

China’s economy is rebounding as its central bank enacts a policy of monetary easing that is...

Modern Alpha Channel

The Case for Small-Cap Dividend Companies

In the volatile markets of 2022, dividend-paying companies are seeing a big uptick in interest...

Modern Alpha Channel

Cybersecurity Investments Could be an Opportunity

Cybersecurity remains a growing threat for businesses, and the U.S. Securities and Exchange...

Climate Insights Channel

Exxon Demands Higher Carbon Tax: This Fund Benefits

The CEO of Exxon Mobile, Darren Woods, wants a higher carbon tax that would benefit his company...

Beyond Basic Beta Channel

ETF of the Week: The VanEck ChiNext ETF (CNXT)

VettaFi’s vice chairman Tom Lydon discussed the VanEck ChiNext ETF (CNXT C) on this week’s “ETF...

Managed Futures Channel

Dual Benefits of Managed Futures During Inflation

Federal Reserve Chair Jerome Powell spoke before lawmakers this week to convey the central bank’s...

China Insights Channel

Investors Position for Stagflation, Don't Miss Out

The Federal Reserve will need to see strong evidence that inflation is retreating before it will...

Climate Insights Channel

How to Invest in China’s Better Positioned EV Market

China continues to prove why it is the largest EV market globally, with regulatory support...

Modern Alpha Channel

This Fund Benefits From U.S. Dollar Strength

The U.S. dollar continues to gain strength as the Federal Reserve raises interest rates while...

Managed Futures Channel

Flows Into Managed Futures Funds Have Doubled in 2022

After a decade of relatively smooth sailing for U.S. markets, advisors and investors have found...

News

TD Ameritrade: Rosenbluth on Fixed Income Resurgence

Todd Rosenbluth, head of research at VettaFi, recently appeared on TD Ameritrade to discuss the...

Climate Insights Channel

How the Energy Transition Looks: Fortescue Metals Group

Fortescue Metals Group, located in Western Australia, is one of the leading iron ore companies...

ETF Prime

ETF Prime: Dave Nadig on Crypto Regulation

On this week’s “ETF Prime,” host Nate Geraciwas joined by Dave Nadig, financial futurist at...

News

ETF 360: Q&A With Scott Helfstein From ProShares

For this episode of “ETF 360,” VettaFi’s head of research, Todd Rosenbluth, spoke with Scott...

China Insights Channel

Volatility Peaking in Emerging Markets and China

In the challenging market environment of 2022, it seems as if advisors and investors have...

Climate Insights Channel

Honda and Sony Join For Electric Vehicle Venture

The siren call of the electric vehicle market continues to grow stronger as Sony and Honda...

Crypto Channel

Commissioner Peirce Wants Meaningful Crypto Action

At the ground level, the crypto industry is hurting right now, but it still has a believer up on...

Modern Alpha Channel

WisdomTree Wins “Asset Manager Website of the Year”

WisdomTree Investments was recognized across 11 different categories at this year’s 2022 Mutual...

Managed Futures Channel

Most CEOs Are Now Expecting a Recession

CEOs and businesses face a number of challenges in the current economic environment, and their...

News

ETF of the Week: Pacer Industrials and Logistics (SHPP)

VettaFi’s vice chairman Tom Lydon discussed the Pacer Industrials and Logistics ETF (SHPP B-)on...

Active ETF Channel

TD Ameritrade: Lara Crigger on What Fed Policy Means

Lara Crigger, editor-in-chief at VettaFi, recently appeared on TD Ameritrade to discuss the...

Nasdaq Portfolio Solutions Channel

First Trust Launches BUFQ With Laddered Tech Exposure

First Trust has announced the launch of its newest ETF, the FT CBoe Vest Fund of Nasdaq-100...

Modern Alpha Channel

Take the Guesswork Out of Rate Hikes with USFR

The highly anticipated Federal Reserve meeting happens today in which the Fed will be announcing...

Climate Insights Channel

Investing in California’s Newest Carbon Reduction Plans

The California Air Resources Board has finally released its draft of the 2022 Scoping Plan Update...

Managed Futures Channel

Corey Hoffstein on Managed Futures and Return Stacking

I recently had the good fortune to sit down with Corey Hoffstein, co-founder and CIO of Newfound...

ETF Prime

ETF Prime: Lara Crigger on ESG Interest and ESG Flows

On this week’s “ETF Prime,” host Nate Geraciwas joined byLara Crigger, editor-in-chief at...

ETF Building Blocks Channel

Fox Business: Rosenbluth Talks Dividends and Volatility

The 10-year U.S. Treasury yield has hit 3.48%, its highest in 11 years, as investors fear a...

China Insights Channel

A Guide to the Risks and Rewards in China Investment

Chinese stocks are experiencing a rebound, with the Shanghai and Shenzhen Stock Exchanges both...

Managed Futures Channel

Why Now Is the Time for Managed Futures

The recent release of May’s consumer price index has come as a surprise to many, with words like...

China Insights Channel

Inflation, Stagflation, Deflation, Oh My!

May’s CPI is looming large over markets and investors today. For some, it’s been a shock, as many...

News

ETF of the Week: UUP

VettaFi’s vice chairman Tom Lydon discussed the Invesco DB US Dollar Index Bullish Fund (UUP A)on...

ETF Building Blocks Channel

Todd Rosenbluth Talks ETFs on Yahoo Finance

Todd Rosenbluth, head of research at VettaFi, recently appeared on the ETF Report on Yahoo...

ETF Education Channel

The SEC Has Set Its Sights on Retail Traders

The Securities and Exchange Commission aims to change the investment experience for retail...

Climate Insights Channel

Invest in a European Renewable Energy Leader

RWE Ag, a German multinational energy company, is one of the leading renewable energy suppliers...

China Insights Channel

China’s Internet Sector Is Surging Back to Life

It was a windfall day for Chinese internet stocks as Chinese regulators began concluding their...

ETF Prime

ETF Prime: Todd Rosenbluth on Bond ETFs and Inside ETFs

On this week’s “ETF Prime,” host Nate Geraciwas joined by Todd Rosenbluth, head of research at...

Managed Futures Channel

DBMF Now a 4-Star Managed Futures Fund

The iMGP DBi Managed Futures Strategy ETF (DBMF B+) is now a four-star fund and is the...

Modern Alpha Channel

Stronger Dividend Paying Companies Perform Better

Over the last 20 years, including the onset of the pandemic in 2020, companies with strong...

China Insights Channel

Why Fed Quantitative Tightening May Increase Volatility

This month the Federal Reserve begins its balance sheet reductions via quantitative tightening, a...

Fixed Income Channel

ETF Edge: Rosenbluth on Inflows to Bond Funds

Todd Rosenbluth, head of research at VettaFi; Jerome Schneider, head of short-term portfolio...