Karrie

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

Recent Content By Karrie Gordon
Feeling Unsure About Rates Consider Active ETFs
Active ETF Channel

Feeling Unsure About Rates? Consider Active ETFs

The Federal Reserve extended its wait-and-see interest rate policy at the June FOMC meeting....

WGMI a Second Quarter Top Performer
CoinShares Channel

WGMI a Second Quarter Top Performer

Tariff volatility rocked markets for much of the second quarter, creating pressure on U.S. bonds...

Active Benefits at Competitive Prices
Active ETF Channel

T. Rowe ETFs: Active Benefits at Competitive Prices

This year’s market environment remains a favorable one for active ETFs, with approximately 40% of...

ETF Prime: Islam Digs Into 2025 ETF Industry Hot Topics
ETF Prime

ETF Prime: Islam Digs Into 2025 ETF Industry Hot Topics

On this week’s episode of ETF Prime, VettaFi’s Roxanna Islam, head of sector and industry...

2 Fundamental Benefits of Active Fixed Income ETFs
Active ETF Channel

2 Fundamental Benefits of Active Fixed Income ETFs

Advisors and investors seeking opportunities beyond passive bond benchmarks, or looking to reduce...

NBSM Takes the Guesswork Out of Timing SMIDcaps
Invest Beyond Cash Channel

NBSM Takes the Guesswork Out of Timing SMIDcaps

Investors continue to broaden out their portfolios this year, seeking previously overlooked and...

3 New ETFs Reflecting Emerging 2025 Market Trends
News

3 New ETFs That Reflect Emerging 2025 Market Trends

Rampant uncertainty and ongoing market volatility in 2025 have done little to dampen the ETF...

Refresh Your Core Bond Portfolio With Active TAGG
Active ETF Channel

Refresh Your Core Bond Portfolio With Active TAGG

Ratcheting geopolitical tensions in the Middle East mid-June add another layer of risk in 2025....

The Value of Balancing Bitcoin With T-Bills
CoinShares Channel

The Value of Balancing Bitcoin With T-Bills

Bitcoin gains this year drew increasing investor interest and flows in the first half. A growing...

KraneShares Launches Mercado Libre Leveraged ETF KMLI
China Insights Channel

KraneShares Launches Mercado Libre Leveraged ETF KMLI

KraneShares announced the launch of its newest single-stock leveraged ETF focused on Mercado...

T. Rowe Expands Active Offerings With 3 Sector ETFs
Active ETF Channel

T. Rowe Expands Active Offerings With 3 Sector ETFs

Active manager T. Rowe Price announced the expansion of its equity ETF offerings with three new...

3 Different Gold ETF Strategies for 2025's Second Half
News

3 Different Gold ETF Strategies for the Second Half

2025 may go down as the year of gold, particularly if second half markets follow first half...

When Investing in Short Duration, Don't Miss NBSD
Invest Beyond Cash Channel

Don’t Miss NBSD When Investing in Short Duration

Advisors and investors looking to shore up short duration exposures in ongoing market volatility...

MARA Holdings Sets New Internal Bitcoin Mining Record
CoinShares Channel

MARA Holdings Sets New Internal Bitcoin Mining Record

In a challenging environment for bitcoin mining and miners, MARA Holdings relied on self-owned...

TBUX a 2025 Investor Favorite
Active ETF Channel

Short Duration & TBUX a 2025 Investor Favorite

Investor worries over the current budget bill in Congress and its ballooning effects on the U.S....

In 2025, Active ETFs Gain Momentum
Active ETF Channel

Active ETFs Gain Further Momentum in 2025

Increasing investor preference for actively managed strategies continues in this year’s...

Advisors Increase Their Bitcoin Exposure in Q1 2025
CoinShares Channel

Advisors Increase Their Bitcoin Exposure in Q1 2025

CoinShares collated data from the first-quarter SEC 13-F filings to reveal bitcoin ETF trends....

NEOS Expands Alternatives Suite With Gold Income ETF
Tax Efficient Income Channel

NEOS Expands Alternatives Suite With Gold Income ETF

NEOS Investments continues to expand their income ETF suite this year, offering investors...

KraneShares Launches U.S.’s First Humanoid Robot ETF
China Insights Channel

KraneShares Launches U.S.' First Humanoid Robot ETF

Further expanding on its AI-centric ETF offerings, KraneShares announced the launch of its newest...

TSPA Takes the Worry Out of S&P 500 Investing
Active ETF Channel

Take the Worry Out of S&P 500 Investing With TSPA

Trade war tensions, sinking consumer sentiment, and the unpredictability of U.S. policy reforms...

Bitcoin Surpasses Google, Silver as Top Asset
CoinShares Channel

Bitcoin Surpasses Google, Silver as Top Asset

Bitcoin price gains this year propelled the digital asset into the top tier of assets by market...

Look to Active ETFs as Tariff Uncertainty Compounds
Active ETF Channel

As Tariff Uncertainty Compounds, Look to Active ETFs

Ongoing tariff-driven market volatility creates an environment of heightened investing risk...

2 ETFs to Earn Income & Hedge Core Equity Portfolios
Tax Efficient Income Channel

2 ETFs to Hedge Core Equity Portfolios & Earn Income

Ongoing trade war and geopolitical tensions kicked off the final month of the first half as...

Add Gold, Diversified Commodity Exposure With NBCM
Invest Beyond Cash Channel

Add Gold, Diversified Commodity Exposure With NBCM

Gold remains the safe haven hedge for many investors when risks threaten. You need look no...

Strong Portfolio Diversifier in Global Macro
Portfolio Strategies Channel

Global Macro a Strong Portfolio Diversifier

Advisors and investors seeking out alternatives for portfolio diversification shouldn’t overlook...

NEOS’ Monthly Income Podcast – QQQI
Tax Efficient Income Channel

NEOS’ Monthly Income Podcast – The Award-Winning QQQI

On this month’s NEOS Investments’ Monthly Income Podcast, ETF industry veteran Tom Lydon dug into...

Try 2  Dividend ETFs for Turbulent Times
Active ETF Channel

2 Actively Managed Dividend ETFs for Turbulent Times

When market and economic uncertainty strikes, dividend strategies become a popular choice amongst...

Real Estate a Top Sector to Watch in 2025
Tax Efficient Income Channel

Real Estate a Top Sector to Watch in 2025

Mortgage rates last week climbed to their highest levels since the beginning of the year on...

TAGG Delivers Active Benefits Within Core Bonds
Active ETF Channel

TAGG Delivers Active Benefits Within Core Bonds

Mounting concerns regarding growing U.S. government deficits and a volatile tariff policy create...

Dampen S&P 500 Volatility and Earn Income With NBOS
Invest Beyond Cash Channel

Dampen S&P 500 Volatility and Earn Income With NBOS

Tariff-driven market whipsaws continue heading into the summer months. For those investors...

SFLO Q1 '25 Rebalance Helps Small-Cap Diversification
Free Cash Flow Channel

SFLO Q1 '25 Rebalance Helps to Enhance Small-Cap Diversification

Investors seeking equity diversification would do well to consider the VictoryShares Small Cap...

Navigate Ongoing Tariff Volatility With Active ETFs
Active ETF Channel

Navigate Ongoing Tariff Volatility With Active ETFs

A new wave of tariff threats brought another round of volatility in markets heading into the long...

Why the Bitcoin Market Cycle Is Different This Time
Crypto Channel

Why the Bitcoin Market Cycle Is Different This Time

Bitcoin, the world’s largest cryptocurrency, continues to notch new market highs while capturing...

Global Macro a Top Hedge Fund Performer in 2025
Portfolio Strategies Channel

Global Macro a Top Hedge Fund Performer in 2025

Volatility persists in stocks and bonds, as ongoing and newly emerging economic risks dampen...

In 2025, SPYI Nets Over $1 Billion in AUM
Tax Efficient Income Channel

SPYI Nets Over $1 Billion in AUM In 2025

Options income strategies remain popular as market volatility persists heading into the summer...

Look to Hedged Equity Strategies in Ongoing Volatility
Active ETF Channel

In Ongoing Volatility, Look to Hedged Equity Strategies

Wednesday brought another round of market sell-offs as stocks plummeted and bond yields rose....

The TEQI Trifecta: Active, Value & Equity Income
Active ETF Channel

The TEQI Trifecta: Active, Value & Equity Income

In a challenging market environment for growth, value strategies provide an attractive...

NBSM Enhances SMIDcap Portfolio Diversification
Invest Beyond Cash Channel

NBSM Enhances SMIDcap Portfolio Diversification

As U.S. growth outlooks face increasing challenges this year, diversifying beyond growth-heavy,...

The Active SMIDcap ETF Consistently Outperforming YTD
Active ETF Channel

The Active SMIDcap ETF Consistently Outperforming YTD

This year’s turbulent market environment underscores the value proposition of actively managed...

"Digital Gold" Bounces On U.S. Debt Downgrade
Crypto Channel

"Digital Gold" Bounces On U.S. Debt Downgrade

News of Moody’s downgrade of U.S. credit sent markets wobbling on Monday, with major equity...

With GFLW, Target Quality & Profitable Growth
Free Cash Flow Channel

Target Quality & Profitable Growth With GFLW

In a dynamic macro environment, focusing on quality companies could benefit investors seeking...

TOUS Takes the Guesswork Out of International Investing
Active ETF Channel

TOUS Takes the Guesswork Out of International Investing

As tariff risk becomes part of the 2025 investing calculus, many investors are choosing to look...

April's CPI Doesn't Assuage Stagflation Fears
Invest Beyond Cash Channel

April's CPI Does Little to Assuage Stagflation Fears

A relatively in-line inflation print for April did little to reassure markets about the economic...

As U.S. Stocks Recover YTD Losses, Look to Active Strategies
Active ETF Channel

As U.S. Stocks Recover YTD Losses, Look to Active Strategies

Major U.S. equity benchmarks made significant gains on Monday on tariff and de-escalation hopes...

Talking Crypto Adoption Trends With CoinShares’ Tintle
Crypto Channel

CoinShares’ Tintle Talks Crypto Adoption Trends

Cinthia Murphy, senior investment strategist, discussed crypto investing this year with Calvin...

Value and SMIDCaps - 2025 T. Rowe Price Equity Outlook
Active ETF Channel

2025 T. Rowe Price Equity Outlook: Value and SMIDCaps

Ongoing market volatility, evolving U.S. economic and trade policy, and global risks cloud...

A Metric Many Traditional Value Indexes Miss
Free Cash Flow Channel

The Fundamental Metric Many Traditional Value Indexes Miss

Since the Great Financial Crisis that spanned 2007-2009, value indexes have struggled to...

CLOs “Incredibly Resilient, Often Misunderstood”
Financial Literacy Channel

Eldridge’s Gilbert: CLOs “Incredibly Resilient, Often Misunderstood”

Fixed income investors who want to diversify their portfolios in a challenging market environment...

2025 T. Rowe Price Equity Outlook: Int'l & Inflation
Active ETF Channel

2025 T. Rowe Price Equity Outlook: International and Inflation

In muddled markets fraught with volatility and changing regimes, it can become difficult to...

Unlimited Funds’ Elliott on Replication's Next Evolution
Portfolio Strategies Channel

Unlimited Funds’ Bob Elliott on the Next Evolution of Replication

Bob Elliott, co-founder, CEO, CIO of Unlimited Funds, discussed the benefits of hedge fund ETFs...

QQQI Takes Home “Best New Active ETF” Award
Tax Efficient Income Channel

QQQI Takes Home “Best New Active ETF” Award

The popularity and embrace of options-based income strategies by investors picked up in outsized...

4 Active Bond ETFs to Navigate 2025 Interest Rates
Active ETF Channel

4 Active Bond ETFs to Navigate 2025 Interest Rates

Fixed income investors looking to the benefits of active management in market uncertainty this...

Dollar Devaluation Could Benefit Bitcoin Long Term
Crypto Channel

Dollar Devaluation Could Benefit Bitcoin in the Long Term

Dollar devaluation could have significant implications for currencies looking ahead, given its...

The Advantages of a Multiyear Investing Framework in 2025
Active ETF Channel

The Advantages of a Multiyear Investing Framework in 2025

When discussing 2025 markets, the word “unprecedented” gets frequently bandied about....

Try NBSD for Current and Future Rates
Invest Beyond Cash Channel

A Fixed Income ETF for Current and Future Rates

While investors look to further interest rate guidance from the Fed this week, maintaining...

Keep Your Portfolio Nimble With TDVG
Active ETF Channel

Keep Your Portfolio Nimble With TDVG

Market volatility continues ahead of the summer months on fomenting investor concerns regarding...

WGMI Captures Riot Platforms' Record Quarterly Revenue
Crypto Channel

WGMI Captures Riot Platforms' Record Quarterly Revenue

Riot Platforms announced earnings on Thursday, notching its highest quarterly revenue and...

The Stagflation ETF Up 3% This Year
China Insights Channel

The Stagflation ETF Up 3% This Year

The Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL ) historically outperforms...

Position Defensively With TBUX
Active ETF Channel

As U.S. Recession Fears Rise, Position Defensively With TBUX

Ultra-short and short duration bonds remain an attractive choice for investors looking to hedge...

Don't Miss Out on Added Bitcoin Income With BTCI
Tax Efficient Income Channel

Don't Miss Your Chance to Capture Added Bitcoin Income With BTCI

Bitcoin continues to gain ground, erasing losses over the last two months as it nears $97,000...

The Benefits of Global Macro Across Market Environments
Portfolio Strategies Channel

The Benefits of Global Macro Across Market Environments

With increasing hedge fund ETF choices, investors would do well to consider global macro for its...

Bitcoin Dips and Recovers on U.S. Economic Contraction
Crypto Channel

Bitcoin Dips and Recovers on U.S. Economic Contraction News

Bitcoin prices fell in early trading on Wednesday at news of U.S. economic contraction and weak...

Unlimited Brings Global Macro Hedge Fund Strategy to ETFs
Portfolio Strategies Channel

Unlimited Brings Global Macro Hedge Fund Strategy to ETFs

Unlimited expanded its ETF suite today with the launch of the Unlimited HFGM Global Macro ETF...

Enhance Your Core Bond Portfolio With These 2 Active ETFs
Active ETF Channel

Enhance Your Core Bond Portfolio With These 2 Active ETFs

As the proliferation of active ETF strategies continues this year, advisors and investors find...

QGRO Is Cutting Losses in U.S. Growth
Core Strategies Channel

This Quality ETF Is Cutting Losses in U.S. Growth

The onset of an aggressive tariff policy, coupled with economic policy uncertainty, led to a...

Value Pivot Pays Off in 2025
Active ETF Channel

A Pivot to Value Pays Off This Year

The narrative for growth stocks continues to face mounting challenges this year on compounding...

Investors Flocked to Crypto Assets Mid-Apr
Crypto Channel

Investors Flocked to Crypto Assets Mid-April

In the flight to safe haven assets as U.S. tariffs took hold, digital assets proved a notable...

Diversify Internationally With QINT
Core Strategies Channel

Diversify Internationally With QINT’s Blended Factor Approach

Advisors and investors with a large overweight to U.S. equities felt the pain of significant...

American Century’s FLV & FDG Cross 5-Year Milestone
Core Strategies Channel

American Century’s FLV & FDG Cross 5-Year Milestone

As the ETF universe continues to grow with new launches, advisors and investors shouldn’t lose...

Don’t Be Left Out in the Crypto Cold  -  Invest in BRRR
Crypto Channel

Don’t Be Left Out in the Crypto Cold: Invest in BRRR

Bitcoin is having yet another moment, rebounding significantly from early April and market crash...

Bob Pisani & Tim Coyne On Active Management Today
Active ETF Channel

Bob Pisani & Tim Coyne Talk Active Management in Today’s Markets

Investors increasingly look to the opportunities that actively managed strategies may provide in...

NBSD Offers Refuge in Short Duration
Invest Beyond Cash Channel

Seek Refuge in Short Duration With NBSD  

Advisors and investors found themselves navigating tumultuous markets as U.S. tariffs took effect...

3 Considerations for Advisors Branching Out to an RIA
News

3 Considerations for Advisors Branching Out to an RIA

Whether waking up one morning unable to shake the siren song of independence or building...

NEOS - Using Volatility to Seek Tax-Efficient Monthly Income
Tax Efficient Income Channel

NEOS’ Monthly Income Podcast: Harnessing Volatility to Seek Tax-Efficient Monthly Income

This month on NEOS Investments’ Monthly Income Podcast, ETF industry veteran Tom Lydon discussed...

Why Renewable Energies Remain Resilient
Climate Insights Channel

Why Renewable Energies Will Persist

It’s a distressing time for the climate industry in the U.S. as the current administration...

Diverging From Stock Correlations, Bitcoin Gains
Crypto Channel

Bitcoin Gains, Diverging From Stock Correlations

Bitcoin prices uncoupled from stocks in the last two weeks as concerns of U.S. economic stability...

Look to WGMI as Bitcoin Proves Resilient
Crypto Channel

As Bitcoin Proves Resilient, Look to Miners With WGMI

The ongoing market rout in response to U.S. tariff concerns, escalating trade wars, and...

Check KCSH in the Flight to Ultrashort Bonds
Climate Insights Channel

Don’t Miss KCSH in the Flight to Ultrashort Bonds

The aggressive and continuously changing U.S. tariff policy wreaked havoc on markets last week...

Back to Basics: Weathering Market Crises
Invest Beyond Cash Channel

Back to Investing Basics: Weathering Market Crises

As a species, we are hard-wired to respond to danger, panic, and stress with a dump of adrenaline...

Investors Turn to Actively Managed Bond ETFs in March
News

Investors Turn to Actively Managed Bond ETFs in March

Tariff mayhem continues to cause volatility in markets as investors attempt to make sense of...

Look to This ETF Income Suite Amid Volatile Markets
Tax Efficient Income Channel

Look to This ETF Income Suite Amid Volatile Markets

Market volatility remains pronounced as of midday trading on Friday as investors digest rapidly...

Don’t Forget Bitcoin in an All-Weather Portfolio
Crypto Channel

Don’t Forget Bitcoin in an All-Weather Portfolio

Bitcoin fell to five-month lows this week before recovering some of its losses at Thursday close....

Tariff Mayhem Hits Carbon Markets
Climate Insights Channel

Tariff Mayhem Hits Carbon Markets

U.S. trade policy continues to wreak havoc on global markets, impacting a range of asset classes....

U.S. Tariffs: Down But Not Out
Invest Beyond Cash Channel

U.S. Tariffs: Down But Not Out

Tariffs create significant challenges for U.S. economic growth this year. Although Neuberger...

Concerns About the Gold Pullback
News

Should You Be Concerned About the Pullback in Gold?

Gold, a quintessential safe haven in economic and market crises, declined in price in the last...

Index Options Vs. ETF Options
ETFs in Canada Channel

An Option Primer: Index Options Vs. ETF Options

Investors face a number of choices when investing in options. These options include using calls...

Put Writing Income Strategy Pays Off in the S&P 500
Invest Beyond Cash Channel

The Put Writing Income Strategy Paying Off in the S&P 500

After a tumultuous trading day in Asian and European markets, U.S. markets opened to pronounced...

Don’t Miss the Hedged Nasdaq ETF Trimming Losses in 2025
Tax Efficient Income Channel

Don’t Miss the Hedged Nasdaq ETF Trimming Losses in 2025

Sweeping tariffs this week sent equities plummeting and the tech-centric Nasdaq Composite into...

How to Help Your Portfolio Amid Tariff News
Active ETF Channel

This Investing Move Can Help Your Portfolio Amid Tariff News

With tariffs implemented this week after much discussion, markets took a severe tumble. Tariff...

The Difference Between Intrinsic & Extrinsic Value
ETFs in Canada Channel

Understanding the Difference Between Intrinsic & Extrinsic Value

Investors delving into options for the first time might consider an option’s price the only...

Options Investing 101: Long Calls & Long Puts
ETFs in Canada Channel

Options Investing 101: Long Calls & Long Puts

The proliferation of options strategies in recent years reflects the growing investor appetite...

Navigate the Tariff Tango With NBSD
Invest Beyond Cash Channel

Navigate the Tariff Tango With NBSD

Investors anxiously await the latest announcement from the White House on Wednesday regarding new...

Don’t Box Yourself in When Bond Investing
News

Don’t Box Yourself in When Bond Investing

As investors flood back into bonds on rising economic uncertainty, there’s benefits to looking...

American vs. European Options
ETFs in Canada Channel

An Options Primer: American vs. European Options

Options traders must consider several factors when buying and selling options, including the...

TDVG Combines Active Management and Dividends
Active ETF Channel

TDVG Combines Benefits of Active Management, Dividends

Tariff risks continue to add to market volatility in March, as investors await further...

Diversify Your Equity Portfolio With KSEA
Climate Insights Channel

Diversify Your Equity Portfolio With KSEA

In a challenging market environment, diversification could prove beneficial for investors. For...

Diversified, Short Duration Bond Exposure From NBSD
Invest Beyond Cash Channel

NBSD Offers Diversified, Short Duration Bond Exposure

Investors looking to the reliability of bonds in a challenging economic environment would do well...

Navigating Volatility Using Options
ETFs in Canada Channel

Navigating Volatility Using Options

Changing market narratives in the third quarter led to ongoing market volatility. Investors...

ETF Prime: On the Ground at Exchange in Vegas
ETF Prime

ETF Prime: On the Ground at Exchange in Vegas

This week’s episode of ETF Prime, hosted by Nate Geraci, took place live from the Exchange...

Make Eaton Vance Your One-Stop Bond ETF Shop
ETF Yield Channel

Make Eaton Vance Your One-Stop Shop for Bond ETFs

Investors increasingly seek refuge in bonds at the end of the first quarter as economic...

With Small-Caps, Mind the Leverage Gap
Invest Beyond Cash Channel

Minding the Leverage Gap in Small-Caps

The potential for interest rate cuts traditionally drives renewed investor interest in small-cap...

QQQI Surpasses $1 Billion, Offers 14% Distribution Rate
Tax Efficient Income Channel

QQQI Surpasses $1 Billion, Offers 14% Distribution Rate

The NEOS Nasdaq 100 High Income ETF (QQQI A-) surpassed $1 billion in AUM last week as investors...

Diversify Your Income Portfolio With PAPI
ETF Yield Channel

Diversify Your Income Portfolio With Actively Managed PAPI

The latest data from the Federal Reserve reflects a diminished outlook for growth this year. With...

Multileg Options Basics for Investors
ETFs in Canada Channel

Multileg Options Basics for Investors

Options strategies continue to prove attractive to various investors in a complex market...

Institutional Investors Find Private Asset Opportunity
News

Institutional Investors Find Opportunity in Private Assets

The recent trend of ETFs increasingly offering exposure to private assets follows a larger...

Hedge for Uncertainty With Diversified KCSH
Climate Insights Channel

Hedge for Uncertainty With Diversified KCSH

The Federal Reserve opted to hold rates steady in the March FOMC meeting, while also lowering...

NBOS Converts Current Portfolio Challenges to Income
Beyond Basic Beta Channel

NBOS Converts Current Portfolio Challenges to Income

Advisors and investors with an eye to recession risks, market drawdowns or stagnation, or...

Get to Know the Option Greeks: Theta and Vega
ETFs in Canada Channel

Get to Know the Option Greeks: Theta and Vega

Investors wanting to better understand options prices need to look beyond just the option price....

As Uncertainty Rises, Consider Active Fixed Income With FCOR
ETF Investing Channel

As Uncertainty Rises, Consider Active Fixed Income With FCOR

2025 has begun with much the same factors in place as 2024, as tech has continued to dominate...

China’s Internet Companies Soar as U.S. Flounders
China Insights Channel

China’s Internet Companies Soar as U.S. Flounders

Economic policy concerns, trade wars, recession risks, and more plague U.S. markets. Meanwhile,...

Why You Should Cash in on Short Duration in 2025
Invest Beyond Cash Channel

Why You Should Cash in on Short Duration in 2025

In 2022, the Fed embarked on a multiyear fight to curtail soaring inflation while avoiding...

The Guide to Understanding an Option’s Value
ETFs in Canada Channel

An Investor’s Guide to Understanding an Option’s Value

The growing popularity of options strategies in the last several years brings many new entrants...

Building From Basics: Options Investing 101
Financial Literacy Channel

Building From Basics: Options Investing 101

Increasingly more investors consider options strategies when navigating market and economic...

Enhanced Tax-Efficiency, Income in Large-Caps: 2 ETFs
Tax Efficient Income Channel

2 ETFs for Enhanced Tax-Efficiency, Income in Large-Caps

2025 could bring even greater adoption of options-based strategies as investors look to navigate...

EUA Prices Caught Up in EU “Cocktail of Volatility”
Climate Insights Channel

EUA Prices Caught Up in EU “Cocktail of Volatility”

Natural gas prices in Europe proved volatile for much of the first quarter on potential peace...

Building From Basics: Options Investing 101
ETFs in Canada Channel

Building From Basics: Options Investing 101

Increasingly more investors consider options strategies when navigating market and economic...

The Difference Between a Credit and Debit Spread
ETFs in Canada Channel

The Difference Between a Credit and Debit Spread

Investors with a foundational grasp of options may seek opportunities in more complex multi-leg...

KraneShares’ Yan Talks Private Equity ETF Investing
China Insights Channel

KraneShares’ Yan Talks Private Equity ETF Investing

The last year brought increased investor interest in capturing private equity through more...

NBCM Gains in Market Rout
Invest Beyond Cash Channel

The Benefits of Commodities: NBCM Gains in Market Rout

Recession fears, tariff trade wars, and more plague March markets. As equity drawdowns continue...

Investing for Volatility With Options: The Long Straddle
ETFs in Canada Channel

Investing for Volatility With Options: The Long Straddle

Options can offer the opportunity to enhance portfolios in various ways for knowledgeable...

In 2025, PHEQ Hedges Equity Losses
ETF Yield Channel

PHEQ Hedges Equity Losses in 2025

Escalating trade wars across a number of fronts continue to prove a significant drag on U.S....

2 Ways to Enhance Large-Cap Exposures in 2025
Free Cash Flow Channel

2 Ways to Enhance Large-Cap Exposures in 2025

Looking to expand your large-cap exposure in 2025? Two ETFs from VictoryShares warrant...

This Option Writing ETF Outperforms in Down Markets
Invest Beyond Cash Channel

This Option Writing ETF Outperforms in Down Markets

Markets clawed back some of their recent losses on a better-than-expected February CPI print....

Investing for Stability With Options: The Short Straddle
ETFs in Canada Channel

Investing for Stability With Options: The Short Straddle

Options strategies can offer a range of opportunities for investors across market environments....

SFLO Captures Higher Earnings Growth in Small Caps
Free Cash Flow Channel

SFLO Captures Higher Earnings Growth in Small Caps

Advisors and investors looking to increase their exposure to small caps may want to consider the...

KraneShares Offers New Suite of Leveraged ETFs
China Insights Channel

KraneShares Expands ETF Offerings With New Leveraged Suite

KraneShares announced today the first two entries into its new single-stock leveraged ETF suite,...

Consider the Long Strangle Option Strategy
ETFs in Canada Channel

Expecting Big Stock Moves? Consider the Long Strangle Option Strategy

Multileg options strategies can allow experienced option traders to capitalize on market...

Consider the Long Strangle Option Strategy
ETFs in Canada Channel

Expecting Big Stock Moves? Consider the Long Strangle Option Strategy

Multileg options strategies can allow experienced option traders to capitalize on market...

Consider NBSD Amidst Market Capitulation
Invest Beyond Cash Channel

Amidst Market Capitulation, Consider NBSD

Tuesday brought yet another rout in the market as investors reacted to the threat of higher...

Income Investing in Stable Markets: The Short Strangle
ETFs in Canada Channel

Income Investing in Stable Markets: The Short Strangle

Experienced options investors looking for a cost-efficient way to generate income in stable...

Look to CSHI as Markets React to Recession Fears
Tax Efficient Income Channel

As Markets React to Recession Fears, Look to CSHI

Markets capitulated Monday on renewed recession fears following weekend comments from the current...

Up Over 4% YTD, KARS Trades in Buy Territory
Climate Insights Channel

KARS Trades in Buy Territory, Up Over 4% YTD

Despite challenges in the U.S., electric vehicle sales continue to rise overseas. With demand...

An Investor’s Overview of Speculating With Options
ETFs in Canada Channel

An Investor’s Overview of Speculating With Options

The hedging capabilities and return potential of options can make them an appealing choice for...

California Carbon Prices Rise Post-Auction
Climate Insights Channel

California Carbon Prices Rise Post-Auction on Legislative Filings

February’s auction of California Carbon Allowances clearedat a two-year low but several catalysts...

For Uncertain Markets, These 3 Fixed Income ETFs
ETF Yield Channel

3 Fixed Income ETFs for Uncertain Markets

Markets plummeted Thursday as continuously changing U.S. trade policies heighten investor...

NUSI: New Ticker, Same Hedged Equity Income Strategy
Tax Efficient Income Channel

NUSI: New Ticker, Same Hedged Equity Income Strategy

Tech investors seeking tax-efficient income while hedging for drawdowns would do well to consider...

NBSM Trims Losses in Market Drawdown
Invest Beyond Cash Channel

In Market Drawdown, Actively Managed NBSM Trims Losses

Active strategies may prove beneficial in volatile, complex markets this year. Equity investors...

2024 SPIVA Report Reveals 2 Areas Active Outperforms
News

2024 SPIVA Report Reveals 2 Areas Active Outperforms

S&P Global released its year-end 2024 SPIVA report, which measured actively managed fund...

A KURE for China Tariff Concerns
China Insights Channel

A KURE for China Tariff Concerns

An escalating trade war with China elevates a number of risk factors, but also creates pockets of...

As Bitcoin Bounces Back, Look to BTCI for Income
Tax Efficient Income Channel

As Bitcoin Bounces Back, Look to BTCI for Income

Bitcoin (BTC) prices rose over the weekend on the announcement of a U.S. crypto reserve, though...

Consider NBSD for Worries About Recession Signals
Invest Beyond Cash Channel

Worried About Recession Signals? Consider NBSD

The complex, challenging market and economic environment continues heading into the third month...

Options Investing 101: Long Calls & Long Puts
Options Trading Channel

Options Investing 101: Long Calls & Long Puts

The proliferation of options strategies in recent years reflects the growing investor appetite...

Advisors Look to Active Strategies in Fixed Income
Active ETF Channel

Advisors Look to Active Strategies in Fixed Income This Year

The inversion once more of the 10-year and 3-month Treasury yield curve this week reflects a...

Options Investing 101: Short Calls and Short Puts
Options Trading Channel

Options Investing 101: Short Calls and Short Puts

Option investors with a foundational understanding of and experience buying long calls and puts...

Understanding the Difference of Intrinsic and Extrinsic Value
Options Trading Channel

Understanding the Difference Between Intrinsic and Extrinsic Value

Investors delving into options for the first time might consider an option’s price the only...

NBOS a Notable Contender Within Options Income ETFs
Invest Beyond Cash Channel

NBOS a Notable Contender Within Options Income ETFs

Alternatives and options strategies continue to gain traction with advisors and investors facing...

An Option Primer: Index Options Vs. ETF Options
Options Trading Channel

An Option Primer: Index Options Vs. ETF Options

Investors face a number of choices when investing in options. These options include using calls...

Options Income ETF SPYI Surpasses $3 Billion AUM
Tax Efficient Income Channel

Options Income ETF SPYI Surpasses $3 Billion AUM

In an ever-broadening field of options-based ETFs, the NEOS S&P 500 High Income ETF (SPYI A)...

Neuberger Berman’s Reiner on Big Teams in Small-Caps
Invest Beyond Cash Channel

Neuberger Berman’s Reiner on Big Teams in Small-Caps

I recently had the chance to talk with Brett Reiner, managing director, portfolio manager on...

KWEB Up Nearly 20% YTD on China Internet Tailwinds
China Insights Channel

KWEB Up Nearly 20% YTD on China Internet Tailwinds

China’s internet companies stand to benefit from a number of potential tailwinds this year....

NBFC Combines High Income and Lower Volatility
Invest Beyond Cash Channel

NBFC Combines High Income and Lower Volatility in Credit

Advisors and investors continue to navigate an increasingly complex market environment in the...

SFLO Begins 2025 With a Focus on Value & FCF Yield
Free Cash Flow Channel

SFLO Begins 2025 With a Focus on Value & FCF Yield

The new year began with a bumpy start for equities and large-cap technology companies. While...

An Options Primer: American vs. European Options
Options Trading Channel

An Options Primer: American vs. European Options

Options traders must consider several factors when buying and selling options, including the...

California Carbon at Great Entry Point
Climate Insights Channel

California Carbon at Great Entry Point for Long-Term Investors

Investors seeking overlooked opportunities in today’s market should consider California carbon...

5 Leveraged Weekly Income ETFs From Roundhill
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Roundhill Launches 5 Leveraged Weekly Income ETFs

Roundhill Investments announced the launch of the first five of its new WeeklyPay ETF suite on...

In a Bright Year for Gold, NBCM Captures Gains
Invest Beyond Cash Channel

In a Bright Year for Gold, NBCM Captures Gains

Rising inflation in January, the potential added pressure from tariffs, and ongoing volatility...

2 Reasons to Add Some PEPS to Your Portfolio
ETF Yield Channel

2 Reasons to Add Some PEPS to Your Portfolio

This year’s complex market and economic backdrop create a number of challenges for advisors and...

TVAL Combines Diversification & Outperformance YTD
Active ETF Channel

TVAL Combines Diversification & Outperformance YTD

Advisors and investors seeking to diversify their equity portfolios this year should consider the...

BTCI Offers Almost 30% Distribution Rate
Tax Efficient Income Channel

This Bitcoin Income ETF Offers Almost 30% Distribution Rate

Under an administration actively involved in the crypto economy, bitcoin increasingly captures...

Your Dynamic Dividend Strategy for 2025
China Insights Channel

Your Dynamic Dividend Strategy for 2025

Income investors and those seeking the potential stability of consistent dividend paying...

Hedge for Interest Rate Uncertainty With NBSD
Invest Beyond Cash Channel

Hedge for Interest Rate Uncertainty With NBSD

Headline inflation came in hot for January, as did wholesale prices, leading to heightened...

A Hot CPI Print: Why Active Management in Bonds Matters
Active ETF Channel

Another Hot CPI Print: Why Active Management Matters in Bonds

January’s inflation print surprised to the upside, sending major equity benchmarks tumbling in...

DeepSeek a Pivotal Turning Point for China’s AI Revolution  
China Insights Channel

DeepSeek a Pivotal Turning Point for China’s AI Revolution  

China startup DeepSeek shook the AI ecosystem last month with its development of competitive AI...

Keep Your Equity Portfolio Nimble With NBCR
Invest Beyond Cash Channel

Keep Your Equity Portfolio Nimble With NBCR

Advisors and investors looking to actively managed strategies this year would do well to consider...

Navigating Volatility Using Options
Options Trading Channel

Navigating Volatility Using Options

Changing market narratives in the third quarter led to ongoing market volatility. Those investors...

Waste Management Posts Strong 2024
Climate Insights Channel

Waste Management Posts Strong 2024, Projects Similar in 2025

Waste Management ended 2024 with double digit adjusted operating EBITDA, and projected similar...

MFS Brings Bond Mutual Fund Strategies to ETFs
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MFS Brings Signature Bond Mutual Fund Strategies to ETFs

Alex Mackey, CFA, co-CIO, fixed income at MFS Investment Management, recently discussed active...

One Active Strategy, Two Income Sources With PAPI
ETF Yield Channel

PAPI: One Active Strategy, Two Income Sources

Income investors seeking the potential benefits of an actively managed strategy this year should...

QQQI Crosses 1 Year With 14% Distribution Rate
Tax Efficient Income Channel

QQQI Crosses 1 Year With 14% Distribution Rate

The NEOS Nasdaq 100 High Income ETF (QQQI A-) crossed its one-year milestone at the end of...

Actively Managed TMSL Outperforms SMIDcap Benchmarks
Active ETF Channel

Actively Managed TMSL Outperforms SMIDcap Benchmarks

SMIDcap stocks may hold particular appeal for investors this year, given large- and megacap...

Active Managers Talk 2025 Bond Investing
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Active Managers Talk Bond Investing in 2025

This year’s complex market environment lays the groundwork for actively managed strategies to...

European Carbon Markets Off to Strong Start in 2025
Climate Insights Channel

European Carbon Markets Off to Strong Start in 2025

European Union carbon allowances kicked off the year with a strong start, and remain on the move...

Asia Bonds Well Positioned in 2025
China Insights Channel

Asia Bonds Well Positioned in 2025

U.S.-China tensions escalated this week due to both countries’ implementation of tariffs....

In Ultra-Short Bond Category, CSHI Outperforms
Tax Efficient Income Channel

CSHI Outperforms in Ultra-Short Bond Category

2025 may prove another strong year for ultra-short duration strategies, given the complex market...

Invest for Income With KCSH
Climate Insights Channel

Invest for Income in a Year of Risk With KCSH

The rapidity of U.S. tariff announcements and almost immediate delays this week resulted in a...

Play Market Volatility for Income With NBOS
Invest Beyond Cash Channel

Play Market Volatility for Income With NBOS

Market volatility in the first quarter of 2025 remains pronounced, creating opportunity for...

EVLN Crosses 1-Year Milestone, Offers 7% Yield
ETF Yield Channel

EVLN Crosses 1-Year Milestone, Offers 7% Yield

Looking ahead, concerns about economic impact and inflationary pressures create a complex path...

Chinese Tech Remains Resilient Despite Tariffs
China Insights Channel

As Tariffs Kick Off, Chinese Tech Remains Resilient

U.S. tariffs went into effect today, with a 25% tariff on Canadian goods and a month pause on...

VIDEO: ETF of the Week: CBOJ
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VIDEO: ETF of the Week: CBOJ

On this episode of “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth joined...

Enhance Your S&P 500 Income & Tax Efficiency With SPYI
Tax Efficient Income Channel

Enhance Your S&P 500 Income & Tax Efficiency With SPYI

Advisors and investors wanting to optimize or enhance their core equity holdings for income and...

Global Electric Vehicle Demand Could Grow in 2025
Climate Insights Channel

Global Electric Vehicle Demand Forecasted for Growth in 2025

Although U.S. enthusiasm continues to wane in the short-term for electric vehicles, global demand...

As Fed Holds Rates Steady, Look to NBSD for Opportunity
Invest Beyond Cash Channel

As Fed Holds Rates Steady, Look to NBSD for Opportunity

The Fed began 2025 with a pause on rate cuts while appearing more leery on the path of inflation....

KBUF & KPRO Receive New Cap & Buffer Periods
China Insights Channel

KBUF & KPRO Receive New Cap & Buffer Periods

KraneShares announced in a press release today the new caps as well as an extension of the buffer...

ETF Prime: Islam Shares 2025's Top Trends and ETFs
ETF Prime

ETF Prime: Islam Shares 2025's Top Trends and ETFs

On this week’s episode of ETF Prime, Roxanna Islam, CFA, CAIA, head of sector & industry...

Don’t Miss the Commodity Up Nearly 13% in 2025
Climate Insights Channel

Don’t Miss the Commodity Up Nearly 13% in 2025

Market volatility surged on Monday, as megacap technology stocks plummeted on AI concerns....

ETF of the Week: DGRW 
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ETF of the Week: DGRW 

On this episode of “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth joined...

EU Renewable Energy Outpaces Coal
Climate Insights Channel

EU Renewable Energy Growth Hedges Out Coal

The European Union continues to cross major milestones as it transitions away from fossil fuels...

Troy Cates on the Recent Strategy Restructure for NUSI
Tax Efficient Income Channel

Troy Cates on the Recent Strategy Restructure for NUSI

NEOS Investments recently launched the NEOS Nasdaq-100 Hedged Equity Income ETF (NUSI A) after...

Mercer Mulls Magnificent Seven in 2025
ETF Prime

ETF Prime: Mercer Mulls Magnificent Seven in 2025

On this week’s episode of ETF Prime, VettaFi Senior Research Analyst Zeno Mercer joined host Nate...

Stay Active When EM Investing With KEM
China Insights Channel

Stay Active When EM Investing With KEM

Concerns of tariff and trade wars with China may leave investors sitting on the sideline when it...

AGIX: Capture The Broader, Long-Term AI Opportunity Set
China Insights Channel

Capture The Broader, Long-Term AI Opportunity Set With AGIX

2024 proved a strong year for artificial intelligence investors, as AI enthusiasm remained...

Managed Futures Becoming a More Mainstream Alternative
News

Managed Futures Becoming a More Mainstream Alternative

ETFs expanded their market share in recent years by bringing mutual and hedge fund strategies to...

Rosenbluth on Bitwise/VettaFi Annual Crypto Survey
ETF Prime

ETF Prime: Rosenbluth on Bitwise/VettaFi Annual Crypto Survey

On this week’s episode of ETF Prime, Todd Rosenbluth, head of research at VettaFi, joined host...

Consider KEMX for China Investing This Year
China Insights Channel

On the Fence About China Investing This Year? Consider KEMX

Concerns of geopolitical risk, tariff wars, and more leave some advisors and investors second...

VIDEO: ETF of the Week: FBCG
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VIDEO: ETF of the Week: FBCG

On this episode of “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth joined...

Advisors Look to Income Plays in Bitcoin This Year
Tax Efficient Income Channel

Advisors Look to Income Plays in Bitcoin This Year

Crypto sentiment among advisors improved dramatically in the wake of the 2024 presidential...

Neuberger Berman Forecasts a Robust Q1 Economy
Invest Beyond Cash Channel

Neuberger Berman Forecasts a Robust Q1 Economy

Heading into 2025, Neuberger Berman predicted strong economic performance as earnings gains...

5 Fundamental Drivers of 2025 Carbon Markets
Climate Insights Channel

5 Fundamental Drivers of 2025 Carbon Markets

2025 will likely bring with it a number of changes for markets, including carbon markets. Here’s...

Enjoy a Smoother Ride in Equities With KSPY
China Insights Channel

Enjoy a Smoother Ride in Equities With KSPY

Outlooks remain mixed for 2025 on compounding risk factors and uncertainties. Investors looking...

ETF Prime: Murphy Predicts 5 ETF Trends for 2025
ETF Prime

ETF Prime: Murphy Predicts 5 ETF Trends for 2025

On this week’s episode of ETF Prime, Cinthia Murphy, investment strategist at VettaFi, joined...

Your Unexpected 2025 Internet Investing Opportunity
China Insights Channel

Your Unexpected 2025 Internet Investing Opportunity

As artificial intelligence enthusiasm continues, advisors and investors keep their attention...

VIDEO: ETF of the Week: Biggest ETF Stories of 2024
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VIDEO: ETF of the Week: Biggest ETF Stories of 2024

On this special New Year’s episode of “ETF of the Week” podcast, VettaFi’s Head of Research...

Worried About Volatility? Your 2025 Tech Investing Play
Tax Efficient Income Channel

Worried About Volatility? Your 2025 Tech Investing Play

Another year starts off with a volatile start for equities, and tech indexes in particular....

Valuable Bond Diversification From KCSH
Climate Insights Channel

KCSH Offers Valuable Bond Diversification

With volatility expectations looming over the first quarter of 2025, advisors and investors would...

The Rise of Fiscal Policy in the 2025 Bond Markets
Invest Beyond Cash Channel

2025 Bond Markets: The Rise of Fiscal Policy

Monetary policy dominated markets in the last two years as inflation soared and the Federal...

KraneShares a Reliable Resource for Investors in 2024
China Insights Channel

KraneShares a Reliable Resource for Investors in 2024

KraneShares proved a valuable resource for advisors and investors in a busy year for markets. Top...

An Investor’s Guide to Understanding Yield
Tax Efficient Income Channel

An Investor’s Guide to Understanding Yield

A broad array of strategies now exist for income investors looking to expand or diversify their...

Enhance Your Alts Portfolio With Option-Writing NBOS
Invest Beyond Cash Channel

Enhance Your Alts Portfolio With Option-Writing NBOS

Income investors and those looking to diversify their alternatives portfolio should consider the...

The Top 4 Tax Efficient Income Stories of 2024
Tax Efficient Income Channel

The Top 4 Tax Efficient Income Stories of 2024

Volatility remains a market mainstay of the last few years, creating challenges and opportunities...

Managed Futures Likely Beneficiaries in 2025
China Insights Channel

Managed Futures Likely Beneficiaries in 2025

Economic outlooks for 2025 under a second Trump administration generally fall into two distinct...

Carbon Investing Under a Trump Administration
Climate Insights Channel

The Case for Carbon Investing Under a Trump Administration

The incoming administration will bring with it a regime shift across many arenas. Included in...

2025 Goals: Add Equity Diversification With SFLO
Free Cash Flow Channel

2025 Goals: Add Equity Diversification With SFLO

We believe small caps can provide more diversified sector exposure compared to their large-cap...

Neuberger Berman Targets Growth in New Active ETF
Invest Beyond Cash Channel

Neuberger Berman Targets Growth in New Active ETF

Neuberger Berman expanded its active equity ETF lineup on Thursday, December 18. The Neuberger...

Neuberger Berman Expands Active Bond ETF Lineup With NBTR
Invest Beyond Cash Channel

Neuberger Berman Expands Active Bond ETF Lineup With NBTR

Bond investors looking to active management in 2025 should consider the newly launched Neuberger...

Active Management 'Critical' for 2025 Equity Markets
Invest Beyond Cash Channel

Active Management 'Critical' for 2025 Equity Markets

Whether optimistic or cautious about next year’s markets and economy, the general consensus...

KHYB Offers Emerging Market Opportunity in 2025
China Insights Channel

KHYB Offers Contrarian Emerging Market Opportunity in 2025

2025 brings with it a number of likely challenges for the global market. Investors looking for...

Include BTCI in Your 2025 Bitcoin Investing
Tax Efficient Income Channel

Bitcoin Investing in 2025? Make Sure to Include BTCI

An array of funds now exist for enthusiastic investors hoping to seize the potential tailwinds...

Diversify Your Income Portfolio With KCSH
Climate Insights Channel

Diversify Your Income Portfolio With KCSH

Investors looking to put cash to work in short-duration bonds, hedge for duration risk, or...

Uncertain About 2025 EM Growth? Consider KEMQ
China Insights Channel

Uncertain About 2025 EM Growth? Consider KEMQ

Emerging market outlooks range from optimism to cautious warnings of constrained growth in the...

High Income-Oriented QQQI Offers 21% Returns YTD
Tax Efficient Income Channel

High Income-Oriented QQQI Offers 21% Returns YTD

Tech investors looking to diversify their portfolio and earn high monthly income would do well to...

Morningstar Picks NBSM as a Top New ETF of 2024
Invest Beyond Cash Channel

Morningstar Picks NBSM as a Top New ETF of 2024

In another record-breaking year for ETF launches, the Neuberger Berman Small-Mid Cap ETF (NBSM )...

NEOS Expands Bond Lineup With Long Duration TLTI
Tax Efficient Income Channel

NEOS Expands Bond Lineup With Long Duration TLTI

NEOS Investments launched its latest expansion to its growing line-up of options income ETFs,...

Play China Tech Volatility for Income With KLIP
China Insights Channel

Play China Tech Volatility for Income With KLIP

Covered call strategies continue to gain popularity with investors seeking diversified income...

KRBN Expands to Washington Carbon Market
Climate Insights Channel

KRBN Expands Coverage to Include Washington Carbon Market

Washington state’s carbon market cleared a notable hurdle in November, receiving significant...

China’s Politburo Stance Reflects Significant Policy Shift
China Insights Channel

China’s Politburo Stance Reflects Significant Policy Shift

Statements made by China’s Politburo after mainland market closures mark a tonal shift in...

KSPY a Shoe-In for Retirement Portfolios
China Insights Channel

KSPY a Shoe-In for Retirement Portfolios

Growing equity valuation disparity and concentration risk within the major indexes creates...

Consider BTCI's 27% Distribution Rate
Tax Efficient Income Channel

Consider BTCI's 27% Distribution Rate as Bitcoin Nears $100K

Bitcoin prices surged this week on President-elect Trump’s tapping of Paul Atkins to lead the SEC...

AGIX Soars on Ongoing Artificial Intelligence Optimism
China Insights Channel

AGIX Soars on Ongoing Artificial Intelligence Optimism

Artificial intelligence optimism drove strong gains for a number of companies in the current...

Sales Robust in World’s Largest EV Market, KARS Invests
Climate Insights Channel

Sales Robust in World’s Largest EV Market, KARS Invests

In spite of global challenges, China’s new energy vehicle market, comprising electric and hybrid...

3 Ways GQI Enhances a Portfolio
Portfolio Construction Channel

3 Ways GQI Enhances a Portfolio

Next year will bring an array of policy and regulatory changes with wider-reaching implications...

VictoryShares Launches GFLW, a Growth-Oriented FCF ETF
Free Cash Flow Channel

VictoryShares Launches GFLW, a Growth-Oriented FCF ETF

VictoryShares launched its newest free cash flow (FCF) ETF today with a focus on growth...

Avoid Small-Cap Disparities With Active Management
Invest Beyond Cash Channel

Avoid Small-Cap Disparities With Active Management

Advisors and investors looking to capture potential tailwinds for small-cap stocks headed into...

Don’t Miss the Buying Opportunity in California’s Carbon Market
Climate Insights Channel

Don’t Miss the Buying Opportunity in California’s Carbon Market

The price of California’s carbon allowances continues to rise in the wake of its most recent...

November PMIs, Real Estate, Car Sales Lift China Markets
China Insights Channel

November PMIs, Real Estate, Car Sales Lift China Markets

China markets responded favorably to November’s purchasing managers indexes gains alongside...

When Seeking Quality, Don’t Miss These Two ETFs
Free Cash Flow Channel

When Seeking Quality, Don’t Miss These Two ETFs

Advisors and investors turn to quality stocks for various reasons across market cycles. Whether...

When Investing in Short Duration Bonds, Check KCSH
Climate Insights Channel

Don’t Miss KCSH When Investing in Short Duration Bonds

The new year brings with it a regime shift in policies and regulations that will impact the...

See GQI for Risk-Adjusted Equity Exposure
Portfolio Construction Channel

Look to GQI for Risk-Adjusted Equity Exposure and Income

Ratcheting geopolitical tensions and the impending U.S. presidential election heighten risk...

Make IWMI Your 2025 Small-Cap Income Play
Tax Efficient Income Channel

Make IWMI Your 2025 Small-Cap Income Play

Looking ahead to next year, a number of potential tailwinds exist for mid- and small-cap stocks....

Fixed Income: 2025 Credit Cycle & Duration
Portfolio Construction Channel

2025 Fixed Income Investing: The Credit Cycle & Duration

The Federal Reserve’s Jerome Powell cautioned against hopes of aggressive rate cuts this...

COP29 Works to Move the Needle on Carbon Credits
Climate Insights Channel

COP29 Works to Move the Needle on Carbon Credits

COP29 wraps up two weeks of global climate discussions and legislations this week as frustrations...

Investors Remain Reluctant to Move From Cash to Bonds
Portfolio Construction Channel

Investors Still Reluctant to Move From Cash to Bonds

The 2024 Global Survey of Financial Advisors from Natixis Investment Managers revealed...

Investors Flock to SPYI’s 12% Distribution Rate
Tax Efficient Income Channel

Investors Flock to SPYI’s 12% Distribution Rate

Options-based income strategies proved their worth in the last few years, adding diversification...

The 2025 Case for Active Investing
Invest Beyond Cash Channel

The Case for Active Investing in 2025

The impending regime change in January brings with it a number of policy and regulatory shifts...

4 Different Ways to Slice Value Investing
ETF Investing Channel

Value Investing Sliced 4 Different Ways

Many opportunities exist for advisors and investors looking to increase their value allocations...

Fidelity Illuminates 2024 Investor Sentiment
ETF Investing Channel

Fidelity Shines Light on 2024 Investor Sentiment

Fidelity recently released its 2024 Investor Insights Study, which gauged investors’...

CSHI Helps Balance Duration Risk
Tax Efficient Income Channel

Balance Your Duration Risk With CSHI

Fed interest rate cuts continued this month, causing many investors to look to opportunities in...

NBCM Consistently Beats the Benchmark
Invest Beyond Cash Channel

This Active Commodity ETF Consistently Beats the Benchmark

The stock and bond correlations of 2022 challenged traditional portfolios, resulting in many...

KraneShares Gauges Domestic Investor Sentiment in China
China Insights Channel

KraneShares Gauges Domestic Investor Sentiment in China

Xiabing Su, cultural analyst at KraneShares, interviewed a variety of Chinese investors last...

Multi-Leg Options Basics for Investors
Options Trading Channel

Multi-Leg Options Basics for Investors

Options strategies continue to prove attractive to various investors in a complex market...

Are Investors Missing Embedded S&P 500 Risk?
Portfolio Construction Channel

Are Investors Missing Embedded S&P 500 Risk?

The S&P 500 remains a benchmark index for equity investors, but recent trends mean investors...

Get to Know the Option Greeks: Delta and Gamma
Options Trading Channel

Get to Know the Option Greeks: Delta and Gamma

The extrinsic prices of options are impacted by several factors beyond that of the underlying...

Diversify Your Income Portfolio With NBOS
Invest Beyond Cash Channel

Diversify Your Income Portfolio With NBOS

A variety of choices now exist for income investors looking to options-based strategies for...

Short Duration Makes Sense in Today’s Rate-Cutting Environment
Invest Beyond Cash Channel

Short Duration Makes Sense in Today’s Rate-Cutting Environment

The Federal Reserve cut interest rates by another quarter point this month, with another...

ETF Benefits for Tax-Loss Harvesting
ETF Investing Channel

The Potential Benefits of ETFs When Tax-Loss Harvesting

The fourth quarter often heralds a flurry of tax-loss harvesting activity as advisors and...

KSEA Flirts With Technical Buy Indicator
Climate Insights Channel

KSEA Flirts With Technical Buy Indicator

Investors seeking equity diversification opportunities would do well to consider the KraneShares...

This Bond ETF Offers 8% Yields, Reduces Volatility
Tax Efficient Income Channel

This Bond ETF Offers 8% Yields, Reduces Volatility

Fixed income investors don’t lack choices when choosing funds to enhance their portfolios. The...

Is Risk-on Sentiment Sustainable In 2025?
Invest Beyond Cash Channel

Is the Market’s Risk-on Sentiment Sustainable In 2025?

In the wake of the U.S. presidential election results, markets rallied, hitting new highs as...

KEMQ Finds an Overlooked Emerging Market Opportunity
China Insights Channel

KEMQ Captures Overlooked Emerging Market Opportunity

Ongoing U.S. interest rate cuts could prove favorable for emerging market securities as the U.S....

Don’t Miss the Revamped NUSI When Tech Investing
Tax Efficient Income Channel

Don’t Miss the Revamped NUSI When Tech Investing

The recently launched NEOS Nasdaq-100 Hedged Equity Income ETF (NUSI A) offers fresh...

Considering Bitcoin? BTCI Earns Income on Volatility
Tax Efficient Income Channel

Considering Bitcoin? BTCI Earns Income on Volatility

Bitcoin prices continue to set new records post-election, benefiting from the tailwinds of...

Reallocate 1% of Your Large-Cap Exposure to Boost Returns 20%
Invest Beyond Cash Channel

Reallocate 1% of Your Large-Cap Exposure to Boost Returns 20%

The valuation gap between large-cap stocks and small-cap stocks alongside growing small-cap...

Capture Continued AI Earnings Wins With AGIX
China Insights Channel

Capture Continued AI Earnings Wins With AGIX

Artificial intelligence remains in high demand, at least according to third-quarter earnings...

VFLO’s Q3 Rebalance Brings Profitability Into Focus
Free Cash Flow Channel

VFLO’s Q3 Rebalance Brings Profitability Into Focus

Investment flows continued into the quality-focused VictoryShares Free Cash Flow ETF (VFLO ) as...

IWMI Turns Volatility Into Income
Tax Efficient Income Channel

This Small-Cap ETF Turns Volatility Into Income

Small-cap stocks appear favorably positioned in a declining rate and soft landing environment....

China Outperforms on PMI and Policy Support
China Insights Channel

China Quietly Outperforms on Latest PMI and Policy Support

China significantly outperformed within its region on higher-than-expected services PMI and...

Your Volatility Play This Election & Beyond
Tax Efficient Income Channel

Your Volatility Play This Election & Beyond

Markets and investors anxiously await election results as U.S. voting continues today. Whichever...

Look at These ETFs While Seeking Equity Diversification
Free Cash Flow Channel

Consider These Two ETFs When Seeking Equity Diversification

In an environment of ongoing market volatility and potential risk, investors may look to enhance...

Election Jitters? Consider Hedging Your Portfolio With KSPY
China Insights Channel

Election Jitters? Consider Hedging Your Portfolio With KSPY

The impending U.S. presidential election brings with it a host of investor concerns about...

KraneShares Introduces KRBN to European Markets
Climate Insights Channel

KraneShares Brings KRBN to European Markets

Last month KraneShares announced the launch of its flagship carbon strategy on European...

What Traditional Value Indexes Miss Screening Stocks
Free Cash Flow Channel

What Traditional Value Indexes May Miss When Screening Stocks

Value investing remains a core component within many investors’ portfolios. However,...

VictoryShares PM Sheds Light on VFLO Screening Process
Free Cash Flow Channel

VictoryShares PM Sheds Light on VFLO Screening Process

Scott Kefer, CFA, senior portfolio manager at VictoryShares and Solutions, recently sat down to...

Boost Your Portfolio’s Tax Efficiency With NEOS ETFs
Tax Efficient Income Channel

Boost Your Portfolio’s Tax Efficiency With NEOS ETFs

As the end of the year draws closer, advisors and investors increasingly seek to optimize their...

Get to Know the Option Greeks: Theta and Vega
Options Trading Channel

Get to Know the Option Greeks: Theta and Vega

Investors wanting to better understand options prices need to look beyond just the option price....

Cautious on Duration? Consider NBSD
Invest Beyond Cash Channel

Cautious on Duration? Consider NBSD

The impending U.S. presidential election, ongoing geopolitical risks, and even China’s recent...

Your Investment Playbook: Buying Back Into Bonds
Portfolio Construction Channel

Your Investment Playbook: Buying Back Into Bonds

Many investors still find themselves sitting on excess cash in their portfolios, an unsurprising...

China's Recent Rally: What You May Have Missed
China Insights Channel

What You May Have Missed in China's Recent Rally

China’s market rally cooled recently as markets worked to process significantly overbought...

Your Income Playbook for 2024 and Beyond
Tax Efficient Income Channel

Your Income Playbook for 2024 and Beyond

In a sea of options-based strategies, standing out may prove challenging for some firms. However,...

Ride Out Fourth Quarter Volatility With KCSH
Climate Insights Channel

Ride Out Fourth Quarter Volatility With KCSH

Earnings season continues as investors absorb new outlooks in the wake of the first Fed interest...

An Advisor’s Guide to Harnessing Volatility
Portfolio Construction Channel

An Advisor’s Guide to Harnessing Volatility

Volatility creates several challenges for advisors and investors, but also opportunities for...

BUYO Brings Private Equity Strategy to Public Companies
China Insights Channel

BUYO Brings Private Equity Strategy to Public Companies

A unique opportunity now exists within the SMID cap space for investors looking to diversify...

Natixis Weighs In: Rate Cuts and Bonds
Portfolio Construction Channel

Natixis Weighs In: Rate Cuts and Bonds

The Fed rate-cutting cycle offers several opportunities for investors, but how that cycle unfolds...

Diversify Your SMID Exposure With Actively-Managed NBSM
Invest Beyond Cash Channel

Diversify Your SMID Exposure With Actively-Managed NBSM

Investors looking to the potential of small- and midcap (SMID) performance in a declining rate...

NEOS Expands Options Income Strategy With BTCI
Tax Efficient Income Channel

NEOS Expands Options Income Strategy to Bitcoin With BTCI

NEOS Investments launched the newest fund in their options income ETF suite today, this time...

KLIP Earns Income on China Tech Stock Volatility
China Insights Channel

KLIP Earns Income on China Tech Stock Volatility

China stocks soared on a number of new supportive policy announcements at the end of last month...

Amidst Complex EU Economic Landscape, EUAs Recover
Climate Insights Channel

EUAs Recover Amidst Complex EU Economic Landscape

European carbon allowance prices plummeted last week, dropping to six-month lows. Analysts...

5 ETFs Aid When Market Volatility Spikes
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...

Nasdaq-100 Income ETF QQQI Passes $500 Million
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...

Don’t Miss the Nearly 7% Yield on NBFC
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 ...

KVLE Keeps Your Dividend Portfolio Timely
China Insights Channel

Keep Your Dividend Portfolio Timely With KVLE

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

LSGR Outperforms Equity Benchmarks YTD
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...

SPYI Soars Past $2 Billion in AUM
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...

These 6 ETFs Enhance Your Equity Portfolio
ETF Investing Channel

6 ETFs to Enhance Your Equity Portfolio

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

KARS Is on the Move - Don't Miss Out
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...

These 2 Equity Categories Benefit From Rate Cuts
ETF Investing Channel

Rate Cuts Benefit These 2 Equity Categories

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

NBCM Is Your One-Stop Shop for Commodities
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...

This Equity Income ETF a Consistent Outperformer in Its Class
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....

AGIX Harnesses the Next Decade of AI Investing
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...

U.K. Is First G7 Country to Eliminate Coal
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...

NEOS's HYBI Expands Fixed Income Lineup
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 Stocks Have Best Day Since 2008
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...

NEOS Investments Thriving 2 Years Later
Tax Efficient Income Channel

NEOS Investments Thriving 2 Years Later

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

The Facts of Diminishing Retirement Security
Portfolio Construction Channel

The Reality of Diminishing Retirement Security

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

An Investor’s Guide to Understanding an Option’s Value
Options Trading Channel

An Investor’s Guide to Understanding an Option’s Value

The growing popularity of options strategies in the last several years brings many new entrants...

Building From Basics: Options Investing 101
Options Trading Channel

Building From Basics: Options Investing 101

Increasingly more investors consider options strategies when navigating market and economic...

For Retirees, Interest Rates & Inflation Remain a Risk
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...

America’s Economic Landscape: A New Growth Trend
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...

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

What To Do With Excess Cash as Rates Decline?
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...

Don’t Miss IWMI When Small-Cap Investing
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...

Look to Commercial Real Estate & FPRO Amid Rate Cuts
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...

Another Record Carbon Auction for RGGI
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...

While Investing for Growth, Reduce Your P/E Exposure
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...

This Fall, Think About International Investments
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...

FDVV Is Not Your Average Dividend ETF
ETF Investing Channel

FDVV: Not Your Average Dividend ETF

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

What Now, After Fed Cuts Interest Rates?
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...

VFLO Reaches Two Milestones
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...

Among Nasdaq Income ETF Peers, QQQI Outperforms
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...

Underwriting: An Overlooked Option for Portfolios
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...

Buoyed by Investment Funds, UK Allowance Prices Rally
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....

When Investing in U.S. Equities, Multifactor Strategies
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...

Oil Tankers in Focus: Under SFLO's Hood
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...

Once Again, It’s the Hottest Summer On Record
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...

August’s PMI Underscores Active Management Need
Portfolio Construction Channel

August’s PMI Underscores Need for Active Management

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

When Diversifying With Quality, Know What You Own
Free Cash Flow Channel

Know What You Own When Diversifying With Quality

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

FDLO Navigates Second Half Shocks and Volatility
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...

Get Paid to Wait Out Market Volatility With Options Strategies
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...

Diversify Your Equity Portfolio With Actively Engaged KSEA
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...

LSST Diversifies Your Fixed Income Portfolio
Portfolio Construction Channel

Diversify Your Fixed Income Portfolio With LSST

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

BNDI: Enhanced Bond Tax Efficiency Without Sacrificing Income
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...

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

5 Companies You May Have Missed When AI Investing
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...

3 Key Considerations for Fixed Income in Months Ahead
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,...

Look for Opportunity Amidst Volatility With KCSH
Climate Insights Channel

Look for Opportunity Amidst Volatility With KCSH

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

An Advisor’s Guide to Current Sustainable Investing Trends
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...

Q2 Rebalance of VFLO Highlights Free Cash Flow Yield
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...

The Tax Implications of Your Short-Term Investments
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...

Fidelity Offers Core Equity Exposure, Active Benefits
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...

Harness Equity Volatility For Income With SPYI
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...

KEUA a Buy Heading Into Fall Months
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...

Don’t Fall for These 3 Value Investing Myths
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,...

PHEQ Mitigated Losses in Early August Sell-Off
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...

Avoid Currency and Duration Risk With KCSH
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...

FQAL Offers Quality, Potential Opportunity in Second Half
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...

Pummeled CCA Prices Create "Asymmetric Opportunity"
Climate Insights Channel

Pummeled CCA Prices Create "Asymmetric Opportunity"

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

5 Years Later, DBMF Proves Value of Managed Futures
News

5 Years Later, DBMF Proves Value of Managed Futures

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

Why Now May Be an Exciting Time for Active Bond ETFs
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...

QQQI Offers Yields and Upside Capture at 6 Months
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....

Consider SFLO for Small-Cap Liquidity Worries
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...

Benefiting From the Best in Model Portfolios
Portfolio Construction Channel

Model Portfolios: Benefiting From the Best

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

Diversify Your Portfolio Without Sacrificing Yields
Climate Insights Channel

Diversify Your Income Portfolio Without Sacrificing Yields

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

VFLO Diversifies Core Equity Sector Exposure
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...

A Free Cash Flow Focus May Help Bolster Equity Returns
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...

2 Questions to Ask When Investing in Dividend ETFs
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...

FFLC: A Core Large-Cap ETF for Portfolios
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...

IWMI Roars Out of the Gate With 14.03% Distribution Yield
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...

3 Funds to Look at for Bullish SMID Investors
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....

A Global Bond Market Outlook in the Second Half
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...

Where Strategists See Second Half Market Opportunities
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....

These 2 ETFs Enhance Your Quality Exposures
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...

Politics May Be Top Macro Risk in Second Half
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...

Long-Term Opportunity With Free Cash Flow Yield
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...

2 Options Strategies to Augment Your Equity Portfolio
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...

Thematic Investing with Fidelity Passive ETFs
ETF Investing Channel

Thematic Investing with Fidelity Passive ETFs

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

Now’s a Good Time to Consider Active Equity ETFs
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...

Dispelling the Free Cash Flow CapEx Myth With VFLO
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...

Harness Volatility While Investing for Income and Quality
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,...

Challenging First Week for Spot Ether ETFs
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....

Boost Your Bond Portfolio’s Tax Efficiency With BNDI
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...

EVTR Beats the Benchmark YTD
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...

How to Augment Retirement Income for Tax Efficiency
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...

European Elections a Boon for Carbon Market Outlook
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...

Hedge Your Large-Cap Exposure With PHEQ
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...

Don’t Overlook IWMI Amidst the Small-Cap Rotation
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...

Why Options Strategies Remain Popular in 2024
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....

3 Strategies for More Selective Portfolio Construction
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....

Look to the Eaton Vance ETF Suite When Bond Investing
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...

A Guide to Carbon Allowance Portfolio Allocation
Climate Insights Channel

An Advisor's Guide to Carbon Allowance Portfolio Allocation

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

Balance Longer Duration With EVSD While Capturing Income
ETF Yield Channel

Balance Longer Duration With EVSD While Capturing Income

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

Goldman Sachs Says Generative AI is Complicated
News

Goldman Sachs On Generative AI: It’s Complicated

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

SPYI Continues to Outperform Amongst Income Peers
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...

Look to IWMI for Income as Small-Caps Surge
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...

Cash Alternatives ETF CSHI Crosses $500 Million
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...

4 Key Investment Themes in the Second Half
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...

A 2H Guide: Fiscal Policy and the U.S. Dollar
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...

Consider FVAL for Adding Value
ETF Investing Channel

Consider FVAL When Adding Value

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

Why High Quality Is Worth It
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...

A Midyear Outlook With Natixis on Fed Rate Cuts
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...

Consider Distribution Taxation When Optimizing Portfolios
Tax Efficient Income Channel

Consider Distribution Taxation When Optimizing Portfolios

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

KEUA a Fund to Watch in the Summer Months
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...

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

Generation X Advisor Opportunities
Portfolio Construction Channel

Advisor Opportunities for Generation X

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

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

An Advisor’s Guidebook for Moving Off the Cash Sidelines
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...

Fidelity’s Preferred Stock ETF FPFD Crosses 3 Years
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...

“Father of Carbon Trading” Gives Perspective on Markets
Climate Insights Channel

“Father of Carbon Trading” Puts Markets in Perspective

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

SPYI Moves Past $1.5 Billion AUM
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...

Blue Chips Are Ready for Growth Investing
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...

EVSM Brings Track Record of Outperformance to ETF Investors
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 Strategies Put Cash to Work
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...

The Retirement Reality Facing Generation X
Portfolio Construction Channel

The Retirement Reality Facing Generation X

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

Fidelity Sustainable ETF Beating Benchmark on 3-Yr Anniversary
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...

NEOS Launches Small-Cap Income ETF IWMI
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...

Overlooked Opportunity: The Blue Economy and KSEA
Climate Insights Channel

Overlooked Opportunity: The Blue Economy and KSEA

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

The Surprising Top Investment Opportunity In Private Assets
Portfolio Construction Channel

The Surprising Top Investment Opportunity In Private Assets

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

Enhance Your Value Exposure With VFLO
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...

Nasdaq-100 Income ETF QQQI Surpasses $250 Million
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...

Why Midstream Belongs in Your Income Portfolio
Energy Infrastructure Channel

Why Midstream Belongs in Your Income Portfolio

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

Fidelity’s Eric Granat on Covered Call Investing in 2024
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...

Eaton Vance Shifts Short Duration Mutual Fund to ETF
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...

A Guide to Recent California Carbon Market Volatility
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...

3 Equity Investing Options Strategies
ETF Investing Channel

3 Options Strategies for Equity Investing

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

Midstream Is an Overlooked Beneficiary of the AI Boom
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....

Carbon Investing: 'Where the Rubber Meets the Road'
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...

Capture More Nasdaq-100 Upside With QQQI
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...

Boost Your Core Portfolio Income Tax Efficiency With NEOS
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....

A Guide to Fidelity’s Multifactor ETF Suite
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...

3 Years Later, VOTE Continues Changing Passive Investing
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...

Think About Raising Your Blue Chip Exposure With 2 ETFs
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...

Defensive Positioning Within Equities
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...

Worried About the Economy? 3 ETFs for Defensive Positioning
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...

Investing in Uncertainty: GQI Combines Income and Quality
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...

Turn Tech Volatility Into Income With QQQI
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...

Luke Oliver on CBAM's Carbon Pricing Impact
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...

Active Bond Funds Outperform Passive Peers in Last Decade
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...

Benefit From the Energy Transition With These 2 ETFs
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...

Don't Miss KRBN Heading Into June
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...

Consider Looking to Fidelity ETFs as Rates Move
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...

Capture Quality and Growth With LSGR
Portfolio Construction Channel

Capture Quality and Growth With LSGR

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

Looking for an Equity Alternative? Consider Covered Call ETFs
Tax Efficient Income Channel

Looking for an Equity Alternative? Consider Covered Call ETFs

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

Consider Dividend Payers and FDVV to Reduce Equity Risk
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...

Bitcoin and Ether Differences ETF Investors Should Know
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,...

Adding Bonds? Don’t Overlook Short-Duration LSST
Portfolio Construction Channel

Adding Bonds? Don’t Overlook Short-Duration LSST

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

Seek to Make the Most of EAFE Exposure With FENI
ETF Investing Channel

Seek to Make the Most of EAFE Exposure With FENI

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

Why You Don’t Want to Miss RGGI Investing
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...

Enterprise Value Matters, Especially Right Now
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’...

The Tortoise and the Hare
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...

What Potential Approval of Spot Ethereum ETFs Really Means
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....

ETF Service Providers and the Challenges of Scalability
News

ETF Service Providers and the Challenges of Scalability

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

Why Free Cash Flow Could Be the Antidote to High Rates
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...

Add Duration and Enhance Income With BNDI
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...

PAPI’s Systematic Income Options Strategy Benefits Investors
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...

Consider This Award-Winning Disruptive Tech ETF
ETF Investing Channel

Consider This Award-Winning Disruptive Tech ETF

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

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

Why Volatility Means Opportunity in Carbon Markets
Climate Insights Channel

Why Volatility Means Opportunity in Carbon Markets

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

As Equities Rally, Look to Quality With GQI
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...

SFLO Rebalance Boosts Free Cash Flow Yield
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...

The Time Is Right for Closed-End Fund Strategies
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...

Calamos Announces New Structured Protection ETFs™
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...

Calamos Launches CPSM
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...

Staying Invested During Market Highs: It Matters
Portfolio Construction Channel

Why Staying Invested During Market Highs Matters

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

Don’t Miss Dividend Growth in Midstream
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...

California Carbon Market Consensus & KCCA’s Breakout
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 ...

Quality Remains an All-Weather Investment Strategy
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...

Is Now a Good Entry Point for Bonds?
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...

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

Enhance Your S&P 500 Income With SPYI
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...

Midstream Can Weather Oil Price Volatility
Energy Infrastructure Channel

Midstream Can Weather Oil Price Volatility

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

FIGB Crosses Three-Years: A Look Under the Hood
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...

3 Tips When Looking to Short-Term Bonds
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...

Look To Equity Income ETF PAPI in Market Turbulence
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...

MLPs Prove Resilient to Q1 Natural Gas Price Declines
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...

A Close Look at Fidelity’s Fundamental ETF Suite
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...

Equity Income ETFs Draw Investors Amid Volatility
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...

Is Adding Interest Rate Risk Worth It?
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...

3 Keys That Set Fidelity's Factor ETFs Apart
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...

Increasing Short-Duration Allocations? CSHI Enhances Income
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...

Don’t Overlook Midstream For Income When Oil Prices Rise
Energy Infrastructure Channel

Don’t Overlook Midstream For Income When Oil Prices Rise

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

Recapping the 2024 Fixed Income Symposium
News

Recapping the 2024 Fixed Income Symposium

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

Invest in Equities While Mitigating Volatility With PHEQ
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...

NEOS' QQQI Crosses $100 Million
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....

EVSM: Short Duration With Income Tax Benefits
ETF Yield Channel

EVSM: Short Duration With Income Tax Benefits

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

In Troubled Times, Enhance Your Tax-Efficient Income
Tax Efficient Income Channel

Enhance Your Tax-Efficient Income in Troubled Times

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

Look to Options to Assuage Volatility Worries
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...

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

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

Turn Tech Sector Volatility Into Income With QQQI
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...

Look to CSHI as Interest Rate Concerns Rise
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...

Greenhouse Gases Show No Sign of Abatement
Climate Insights Channel

Greenhouse Gases Show No Sign of Abatement

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

Seize the Opportunity in MLP Valuations
Energy Infrastructure Channel

Seize the Opportunity in MLP Valuations

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

Don’t Miss Out on 2024 Credit Market Opportunities
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...

A Financial Advisor’s Primer on FLEX® Options
Alternatives Channel

A Financial Advisor’s Primer on FLEX® Options

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

Buy the Dip in California Carbon
Climate Insights Channel

Buy the Dip in California Carbon

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

Within Midcaps VNMC Outperforms
Portfolio Construction Channel

VNMC Outperforms Within Midcaps

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

Own JEPI? Why You Should Add SPYI
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...

Rate Cuts Benefit Commodities: Invest With KMET Now
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...

Money Managers Extremely Bullish on Copper
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...

AMLP Outperforms the S&P 500 YTD
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...

SPYI, an Options Income ETF, Crosses $1 Billion AUM
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...

Investing in an Ever-Changing Bond Market
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...

EV Maker BYD Reigns Supreme, KARS Makes It Yours
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 Transition and U.S. Natural Gas
Energy Infrastructure Channel

U.S. Natural Gas and the Energy Transition

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

Troy Cates Talks on Options-Based Strategies
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...

After Hottest Year on Record: What Next for Climate?
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...

California Emissions Reductions Need to Triple
Climate Insights Channel

California Emissions Reductions Must Triple

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

Gold: The 2024 Equity Hedge
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...

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

Under the Hood: The Natixis Gateway Quality Income ETF GQI
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...

This NEOS Fund Enhances Nasdaq Income
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...

Why Midstream Is Worth Targeted Exposure
Energy Infrastructure Channel

Why Midstream Is Worth Targeted Exposure

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

A 2024 Pulse Check of the 60/40 Portfolio
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...

A Constructive Year for 2 Largest Carbon Markets
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...

What You Might Have Missed at the 2024 Equity Symposium
News

What You Might Have Missed at the 2024 Equity Symposium

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

Boost Your Income Stream’s Tax Efficiency With NEOS
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...

How to Slot High Conviction Strategies Into Your Portfolio
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...

Gold Too Costly? Consider Electrification Metals
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...

ETF Tax Efficiency's 3 Keys
Portfolio Construction Channel

The 3 Keys to ETF Tax Efficiency

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

An Investor's Guide to Uranium Demand in 2024
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...

SPYI on the Move, Nets Over $300 Million in Flows YTD
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...

Look to Active Management as Credit Spreads Tighten
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...

CSHI Boosts Income While Interest Rates Hold Steady
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...

Sprott Expands Critical Minerals ETF Suite With COPP
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...

Luke Oliver Talks Carbon Market Investing in 2024
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...

As Gold Reaches Fresh Highs, Consider Gold Miners
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...

Capture This Year’s Constructive Copper Outlook
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...

The Nasdaq-100 ETF With 14% Distribution Yield
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...

Why Ocean Economy Health Matters for 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...

3 Benefits Options Strategies Bring to Your Portfolio
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...

Don’t Miss the Rare Opportunity in Electrification Metals
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...

Fund Selectors Weigh In: 2024 Portfolio Construction
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...

QQQI Enhances Nasdaq-100 Income Potential
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...

KDIV Invests as EM Flows to Cross $200 Billion in 2024
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...

Tap Into Growing Demand for California Carbon Allowances
Climate Insights Channel

Tap Into Growing Demand for California Carbon Allowances

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

SPYI Harnesses Equity Gains for Tax-Efficient Income
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...

KLIP Generates Income on China Tech Stock Volatility
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...

What KSEA's Engagement Strategy Means for Investors
Climate Insights Channel

What KSEA's Engagement Strategy Means for Investors

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

2024 EV Outlook: Short-Term Challenges, Long Runway
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...

Cash Alternatives Popular Due to Concentration Risk
Tax Efficient Income Channel

Cash Alternatives Popular as Concentration Risk Threatens

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

Fund Selectors Weigh In: The 2024 Macro Outlook
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...

In 2024, Managed Futures Are Well Positioned
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...

A Guide to Understanding Taxes on Income Distributions
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...

KSET Captures Improving Carbon Offset Fundamentals
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...

What the MSCI Rebalance Means for China Exposures
China Insights Channel

What the MSCI Rebalance Means for China Exposures

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

The Bonds Income ETF Sleeper Hit BNDI
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....

The Equity Income ETF Showdown: SPYI vs JEPI
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...

2024 Is the Year for European Carbon
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...

CSHI: New Name in 2024, Same Great Strategy
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...

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

Countdown to Exchange: Dynasty’s Andrew Marsh
News

Countdown to Exchange: Dynasty’s Andrew Marsh

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

Countdown to Exchange: GMO's Jeremy Grantham
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...

A Future Shiny and Bitcoin
Crypto Channel

A Future Shiny and Bitcoin

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

Fed Rate Concerns Rule 2024 Markets
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...

NDJI Offers Smoother Ride Without Sacrificing Blue Chip Returns
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...

NTKI Generates Better Small Cap Returns in Market Drawdown
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,...

Aim to Ride Out Market Uncertainty With NDJI
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...

Don’t Put All Your Eggs in One Interest Rate Basket
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...

BNDI Offers Better Returns, Tax-Efficient Income in Bonds
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...

'Year of the Whipsaw' in Managed Futures
Managed Futures Channel

Managed Futures: 'Year of the Whipsaw'

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

An Investment Guide to Collar 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...

Goldman Sachs and abrdn Optimistic on Muni Bonds in 2024
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...

SPYI a Top Performer Within Equity Income ETFs
News

SPYI a Top Performer Within Equity Income ETFs

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

Looking Back at Canadian ETF Launches This November
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....

This Net Credit Collar Strategy Generates Tech Income
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...

Money Market Funds Are Great… Until Tax Time
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....

Considering Alternatives, Don’t Forget Managed Futures
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...

NUSI Caught November Tech Highs
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...

Why Tax-Efficient Income Matters in Turbulent Times
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...

Correlations Ongoing Threat to Traditional Portfolios
Managed Futures Channel

Increased Correlations an Ongoing Threat to Traditional Portfolios

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

Move Confidently Into Next Year With NEOS ETFs
Tax Efficient Income Channel

Move Confidently Into 2024 With NEOS ETFs

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

In Times of Market Stress, DBMF Delivered Smoother Ride
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...

Feeling Uncertain About 2024? Put Cash to Work With CSHI
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....

Ahead of Fourth Quarter, NDJI Outpaces the Dow Jones
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,...

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

Advisors Seek Broad Tech Exposures
Retirement Income Channel

Advisors Consistently Seek Broad Tech Exposures

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

Amanda Campbell on Empowerment & Niches
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...

Consider These 4 ETFs for Income Beyond Bonds
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...

2 Strategies to Capitalize on Increased Market Dispersion
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...

NUSI Offers Better Returns Than Nasdaq-100®
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...

Maintain Tech Exposure In Market Drawdowns With NUSI
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....

DBMF’s Dynamic Rapid Response Strategy
Managed Futures Channel

DBMF’s Dynamic Rapid Response Strategy

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

SPYI Continues Drawing Investors
Tax Efficient Income Channel

SPYI Continues Drawing Investors

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

Capitalize on the Benefits of Fee Alpha With DBMF
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...

Consider CSHI for the Short End of Your Bond Barbell
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....

Investors Buying Into Bonds Shouldn’t Overlook BNDI
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....

The Problem of Mixed Market Signals, Correlations
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...

As Equities Rally on Cooler CPI Report, Think About SPYI
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...

Showcasing the Benefits of Managed Futures Portfolio Inclusion
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...

Consider CSHI for U.S. Consumer Resilience
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....

NSPI Outperforms As Market Volatility Persists
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....

Flows Pick Up Pace Into SPYI as Investors Look to 2024
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...

Check Out NUSI For Risk-Managed Income in Tech
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...

A Guide to the Nasdaq-100® Rebalance
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...

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

Seek Blue-Chip Income In “Emotionally Charged Market,”
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...

Look to NUSI for Tax-Efficient Income in Tech
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...

Odaro Aisueni on Diversification and Bias
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...

Noncorrelated Exposures in Current Markets With DBMF
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...

Looking Beyond Bonds to Equities for Income Amid High Rates
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...

DBMF Gives “One-Two Punch” Within Managed Futures
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...

Income Opportunity in Bonds and Beyond
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...

Seek Enhanced Income With an Eye to Volatility in NUSI
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,...

Nationwide ETFs: Flexible Equity Exposure & Reliable Income
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...

Making Income Count in Challenging Markets With NEOS
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....

Keep Portfolios Dynamic During Uncertain Markets With DBMF
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...

Seek Income in Risk-Managed ETFs as Recession Looms
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...

Diversify With DBMF as 10-Year Treasury Reaches 5%
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....

Enhance Your Monthly Equities Income With NSPI
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...

Advisors, Investors Keep U.S. Equity Focus Broad
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...

Haunted by the Ghost of Market Volatility? Consider CSHI
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...

60/40 Portfolio: When Correlation Is Causation
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...

SPYI Flies Above Equity Income Peers Amidst Market Turbulence
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...

Seek Refuge in Cash Alternatives as Inflation Persists
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...

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

DBMF Attained Over 4% in September Market Slump
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....

A Look Back at Canada's September ETF Launches
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...

Increase Tax-Efficient Income Across Core Exposures With NEOS
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...

Four ETFs for Consistent Income in Equities
Retirement Income Channel

Four ETFs for Consistent Income in Equities

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

DBMF a Strong Buy at Start of 4th Quarter
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 New Guard: Wong on Communities and Authenticity
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...

SPYI Outperforms SPY in Challenging 3rd Quarter
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....

Dunwoody on Canada’s Seller Marketplace
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...

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

DBMF Gains 2.5% in One Week and Recovers YTD Losses
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...

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

When Equities Slide, Check Out This Cash Alternative ETF
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...

Check Out BNDI for Bond Exposures in a High Rate Environment
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...

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

The Significance of Valuations in High Concentration Markets
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...

Large-Caps: Where Do We Grow From Here?
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...

Investors Are Still Buying Into This Cash Alternative ETF
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...

DBMF Inflows Spike as Investors Consider an Uncertain Future
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...

Investors Progressively Optimize Their Equity Income With SPYI
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...

Diversification Across Assets Matters in Trend-Following
Managed Futures Channel

Diversification Across Assets Matters in Trend-Following

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

Is DBi Eyeing Single Fund Replication?
Managed Futures Channel

Is DBi Eyeing Single Fund Replication?

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

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

Mind the Macro: A Decade of Portfolio Diversification
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...

As Research Into Tech Spikes, NUSI Optimizes
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...

Looking Beyond Brands Matters in Managed Futures
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...

Market Volatility Clients' Top Concern: Invest With Nationwide
Retirement Income Channel

Market Volatility Clients' Top Concern: Invest With Nationwide

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

NUSI Looking to Generate Reliable Yields and Income in Tech
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...

The ETF Replication Revolution: How Managed Futures Are Best
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...

BNDI Offers Better Returns for Buying Into Bonds
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 New Guard: Marci Bair on the Wealth Transition and SRI
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...

A Guide to Demystifying Managed Futures
Managed Futures Channel

A Guide to Demystifying Managed Futures

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

Ford Quits More Gas Models as EV Transition Continues
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....

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

Retirees Feel the Pressure of Rising Costs and Inflation
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...

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

NSPI Seeks to Capture S&P 500® Income
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...

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

This Cash Alternative ETF Is a Compelling Buy
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...

California Carbon Allowances Auctioned at Historic Highs
Climate Insights Channel

California Carbon Allowances Auctioned at Historic Highs

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

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

DBMF Tops Long-Term Hedge Fund, Mutual Fund Performance
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...

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

Know the Options: Protective Puts
Tax Efficient Income Channel

Know the Options: Protective Puts

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

DBMF Holds While Tech, Agg Slip in August
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...

SPYI Reaches Over $250 Million in AUM
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...

Unlocking Diverse Potential in Carbon Allowances
Climate Insights Channel

Unlocking Diverse Potential in Carbon Allowances

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

Why Diversification Matters for the “Impossible Market”
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...

BNDI Outperforms Broad Bond Market By 100 BPS YTD
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...

As Power Generation Dips, EU Allowances Prove Resilient
Climate Insights Channel

As Power Generation Dips, EU Allowances Prove Resilient

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

NDJI Rallied in July on Dow Jones Perf. Streak
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...

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

With SPYI, Boost Your Equity Portfolio Yield
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...

CSHI Creates Consistent Income in Current Markets
Tax Efficient Income Channel

CSHI Creates Consistent Income in Current Markets

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

Consider Risk-Managed Equity Income in Second Half
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...

"Material Differences" in Performance Focus on Climate
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...

EV Market Forecast May Reach $56 Trillion by 2050
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...

Don't Sleep on SPY's Equities Distribution Yield
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...

In First Half, NTKI Generates Better Returns
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...

4 Equity ETFs to Look to for Retirement Income
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...

In First Half, NUSI Outperforms Broad Equities
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...

Nationwide ETFs Offer High Distribution Yields
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...

Equities Finish Solid First Half, These Income ETFs Benefit
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...

NSPI Starts Second Half in Buy Territory
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...

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

U.S. Emissions Reductions Forecast Falls Short
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...

3 Reasons You Should Buy and Hold DBMF
Managed Futures Channel

3 Reasons to Buy and Hold DBMF

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

Enhance Bond Exposures With BNDD
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...

KCCA Rips Higher, Up 11% in July
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...

Augment Fixed Income Exposures With Outperforming BNDI
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...

Voluntary Carbon Market Completes Framework for Credits
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's Tech Sector Climbs, KLIP Enhances With Income
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...

Heading Into Second Half of 2023, NDJI Signals Buy
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...

2023 Markets: The Precipice Between Falling and Flying
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...

Is Your Portfolio Ready for the Impending Copper Shortage?
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,...

Is There Turmoil Beneath Equities Rally
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 Tees Up for More Policy Support and KBA Gains
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...

Goods Fall as Services Rise: Invest for Changes With DBMF
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...

Portfolio Construction Should Include Covered Calls
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...

CLOs Are an Institutional Strategy for the Masses
Beyond Basic Beta Channel

CLOs: An Institutional Strategy for the Masses

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

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

Nationwide's ETFs Offer Tax Diversification
Retirement Income Channel

Nationwide ETFs Offer Tax Diversification Opportunities

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

BNDD Outperforms Larger U.S. Bond Market
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...

Know Your Options: Defining Covered Calls
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...

DBMF Seeks Outperformance Through Fee Alpha
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...

California's Carbon Market Predicts Supply Deficit by 2030
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: Rapid Responders in Crisis & Beyond
Managed Futures Channel

Managed Futures: Rapid Responders in Crisis & Beyond

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

Wait Out the Changing Economic Outlook With CSHI
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...

This Dividend ETF Outperforms Within Equities Since Launch
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...

Is Carbon Capture Impacting Carbon Markets?
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...

Regulatory Risk Ends in China's Internet Sector
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...

Energy Transition Metals Market Doubled in 5 Years
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...

In NEOS, Harness Noteworthy Core Allocations YIeld
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...

Mid-Year Performance Review of DBMF
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 Is Advisors' Most Watched EM Country in 2023
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...

KRBN Captures UK Tighter Carbon Market Targets
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...

More Clients Delaying Retirement, Seeking Advisor Help
Retirement Income Channel

More Clients Delaying Retirement, Seeking Advisor Help

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

Since Banking Crisis, DBMF Up 7%
Managed Futures Channel

DBMF Up 7% Since Banking Crisis

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

California Carbon Allowances Are a Less Volatile Commodity
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...

This Month, KMLM Climbs on Fed Rate Hike Fears
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...

4 Equity Income ETFs for Shifting Market Outlooks
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...

Concerned About Rate Hikes? SPYI Makes Equities Count
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...

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

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

BNDI Has High Income, Consistent Outperformance in Bonds
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...

KSET Gains as Voluntary Carbon Market Grows Stricter
Climate Insights Channel

Voluntary Carbon Market Tightens Guidelines, KSET Gains

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

BloombergNEF: California Carbon Prices to Increase by 2030
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...

Nationwide ETFs Provide Flexibility, Income Within Equities
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...

When Looking to a Covered Call ETF, Don't Ignore KLIP
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: Todd Rosenbluth Looks at First Half's Top ETFs
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...

SPYI Crosses $100 Million
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 Are a Strategic Allocation
Managed Futures Channel

Managed Futures Are a Strategic Allocation

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

Take Root in China’s Green Initiatives Using KraneShares
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 "Open for Business," Says KraneShares
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...

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

NSPI Ended May With Compelling Buy Signals
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...

Is China a Bargain?
China Insights Channel

Is China a Bargain?

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

Under CSHI's Hood: Examining the Cash Alternative ETF
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...

Investing in the Biggest Macro Trend in History
Climate Insights Channel

Investing in the Biggest Macro Trend in History

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

This Dividend Aristocrats ETF Is Outperforming
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...

Advisors Believe Tech Is the Second Half Sector to Watch
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...

Carbon Still Climbing This Summer, These ETFs Benefit
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...

BNDD Strong First Half Bond ETF, Up 7% YTD
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...

Are Income Opportunities Being Left on the Table?
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...

KHYB’s PM Explains the Asian High Yield Market
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...

2023 Is the Year of the One Trade Market, Says Beer
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...

KEUA a Top Performing ETF, Up 19% in June
Climate Insights Channel

KEUA a Top Performing ETF, Up 19% in June

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

Markets Rebound, Signaling KWEB as a Buy
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: Lara Crigger Discusses 2 Major ETF Trends in 2023
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...

Harness the Equity Bull Run With This Outperforming ETF
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...

Consider Nationwide ETFs When Seeking Reliable Income
Retirement Income Channel

Consider Nationwide's ETFs When Seeking Reliable Income

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

KMET Invests in Potential Copper Bull Run
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...

A Guide to Managed Futures Strategies
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...

European Carbon Allowances Up 10%: The Summer Guide
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...

BNDI Generates Returns and Yields in Bond Allocations
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...

Anxious About Concentration Risk? Consider Managed Futures
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...

Carbon Allowances Outperform Broad Commodities
Climate Insights Channel

Carbon Allowances Outperform Broad Commodities

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

Domestic Chinese Travel Surpasses 2019 Levels, KWEB Gains
China Insights Channel

Domestic Chinese Travel Surpasses 2019 Levels, KWEB Gains

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

Declining Metal Prices Create Window of Opportunities
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...

Investors Increasingly Prefer SPYI for Income
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...

Is Your Portfolio Ready for Economic Weakening?
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...

Ride Out Uncertain Markets With Nationwide ETFs
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...

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

A Cash Alternatives ETF With a Distribution Yield Over 6%
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...

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

Seize Market Gains & Optimize Dividends With KVLE
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...

DBMF Captures Changing Gold Trend in 2023
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...

In Market Uncertainty, Play the Long Game Using Nationwide ETFs
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...

KARS Captures Record 2024 Net Profits
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...

Use NSPI To Optimize Your Index Exposures
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: Morris Gives a Quarterly Energy Sector Update
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...

Claim Portfolio Yield Potential With NEOS' Income ETFs
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...

DBMF Finds Footing in May
Managed Futures Channel

DBMF Finds Footing in May

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

KDIV Benefits From Electronic Market CAGR Growth
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 ...

SPYI Captures Huge Single Day Nvidia Pop
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...

Capture 2nd Half Trends Using Managed Futures
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...

Under the Hood of KBRN
Climate Insights Channel

Under the Hood: KraneShares Global Carbon Strategy ETF

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

CSHI Captures 3-Month Treasury Yields High
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...

As Market Tension Persists, Consider Managed Futures
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...

Only This Managed Futures ETF Has Positive 2023 Flows
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...

Nationwide’s Chief Economist on Risk and Recession
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...

BNDI Has Better Total Returns Within Bonds YTD
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...

These 2 ETFs Benefit From China’s Growth and Volatility
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...

“Index-Plus” Performance From DBMF in ETF Wrapper
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....

The Advisor’s Guide to the EU Carbon Market
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...

NEOS Upgrades Your Core Allocations for Income
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...

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

A Historical Look at Managed Futures Returns
Managed Futures Channel

A Historical Look at Managed Futures Returns

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

Add Diversification With Carbon Allowances and KRBN
Climate Insights Channel

Add Diversification With Carbon Allowances and KRBN

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

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

Tencent Soars Past Revenue Expectations
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: Hendrickson & Tarazi on LOGICLY Acquisition
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...

Seek Income With SPYI When Default Threatens
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...

Under the Hood of DBMF's April Performance
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...

Capture Growing Electric Vehicle Demand With KARS
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 Strategies for Variable Client Needs
Retirement Income Channel

Retirement Income Strategies for Variable Client Needs

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

KraneShares and Rockefeller Asset Management Partner
China Insights Channel

KraneShares and Rockefeller Asset Management Partner

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

California Carbon Allowance Price to Go Up 250% By 2029
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...

ETF Investing Trends of H1 2023: Nadig & Rosenbluth Discuss
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...

Don’t Miss These 3 Retirement Income Strategies
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...

Advisors Look to Low Volatility in 2023
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...

A Guide to Understanding ETF Yield
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...

Seek Income in Resilient Blue Chips With NDJI
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....

DBMF, Managed Futures ETF, Maintains Low Correlations
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...

AI & Institutional Decay: A Future of Finance Q2 Update
News

AI & Institutional Decay: A Future of Finance Q2 Update

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

In Energy Sector Struggles, KGHG Outperforms YTD
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...

Bank Contagion Fears: Ride Volatility With DBMF
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...

As Recession Looms, Turn to Blue Chips With NDJI
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...

Interest Rates May Finally Level Off, BNDI to Benefit
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...

California Carbon Allowances ETF KCCA Is a Buy
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: Lara Crigger on 20 Years of Smart Beta
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...

This Managed Futures Strategy's Performance in Crises
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...

Nationwide Annual Survey: Financial Crisis Fears Loom
Retirement Income Channel

Nationwide Annual Survey: Financial Crisis Fears Loom

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

Seek Income in Equities As Positive Earnings Continue
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...

During Peak Bank Stress, IVOL Continues to Outperform
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....

Mind the Gap: Equity Dispersion Is Still Pronounced
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,...

As the Risk Curve Changes, Income-Generating Options
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...

DBMF’s Positioning in the Wake of the Bank Crisis
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...

Tencent Increases Buybacks, Looks to Diversify
China Insights Channel

Tencent Increases Buybacks, Looks to Diversify

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

A Cash Alternatives ETF Is on a Roll in 2023
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...

KraneShares ETF Signals Buy
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...

With Managed Futures, Ride Out Bank Sector Aftershocks
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...

Income and Equity Exposures With Nationwide’s ETFs
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...

NEOS ETFs Boost Income Tax Efficiency Potential
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...

Diversify During Recession Warning With DBMF
Managed Futures Channel

Diversify During Recession Warning With DBMF

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

Using Options: An Advisor's Guide
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...

Nationwide’s ETF Performance in Down Markets
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...

El Niño May Drive Higher Summertime Emissions
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...

Rating Company Gives Optimistic Outlook on China
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...

Under the Hood: NDJI
Retirement Income Channel

Under the Hood: NDJI

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

The Nationwide Nasdaq-100 Risk-Managed Income ETF
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...

Return of Capital Distributions' Tax Advantages
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: Roxanna Islam Turns up Speaker on Communication
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...

3 Managed Futures Questions Asked by Investors
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...

For Tax-Free Income, Try Munis
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...

EU Carbon Allowances Set to Tighten in 2023
Climate Insights Channel

EU Carbon Allowances Set to Tighten in 2023

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

Under the Hood of NSPI
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...

Under the Hood: NTKI
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...

With SPYI, Time to Put Your Equity Exposures to Work
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...

Andrew Beer on the Collapse of the Inflation Trade
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...

An Investor's Guide to Understanding ETF Distributions
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...

Seek NEOS's Tax-Efficient Income During Core Inflation
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...

How Distributions Get Taxed on Income-Generating ETFs
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...

KDIV Grabs Dividend Aristocrat Growth in Pan Asia
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...

IMF Predicts a Long Season of Global Economic Risk
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...

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

Luke Oliver: Climate, Making Money, Saving the Planet
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...

With BNDD, Investors Position for Recession
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...

Consider BNDI for Equity Premium Lows
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...

Luke Oliver on Carbon Allowances and Innovation
Climate Insights Channel

Luke Oliver on Carbon Allowances and Innovation

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

Asia to Contribute 75% of 2023’s Global Growth
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...

A Case for Transitioning Equities With KraneShares
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: Lara Crigger on Q1 ETF Launches and Trends
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...

Markets Drop on JOLTS Report: Invest for Volatility
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...

Cash Is the Safest Investment: Earning Income With CSHI
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...

Andrew Beer: Now Is the Time to Buy Managed Futures
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...

Inflation: Where Are We a Year Later?
Retirement Income Channel

Inflation: Where Are We a Year Later?

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

What Bond Reversal, Bank Volatility Mean for KMLM
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...

Recession Risks: Consumer Confidence
Managed Futures Channel

Recession Risks: Consumer Confidence

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

The Advisor’s Guide to Collar Strategies
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...

For Advisors Watching Small-Caps, Consider NTKI
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...

Marathon Rate Hikes Could Be Near the End
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...

Seeking Income Within Equities: Nationwide’s ETFs
Retirement Income Channel

Seeking Income Within Equities: Nationwide’s ETFs

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

Invest With KGRN as China Dominates Renewable Energy
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: Rosenbluth Talks Current Research Trends
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...

Investing in the Energy Transition: Norsk Hydro
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...

Overseas Investors Buy In as China Continues to Ease
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...

A Guide to EU Carbon Price Volatility
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...

If Fed Slows Rate Hikes, Bonds Could Benefit
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...

Banks Take a Breather: Consider Managed Futures
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...

IVOL the Top Performing ETF During Banking Volatility
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’s Consumers Are Moving: Invest With KBUY
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...

KMET Grabs Strong North American Demand for Aluminum
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...

Banking Fears Spread, Put Your Cash to Work With CSHI
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....

Advisors See Small-Cap Opportunity in Second Half
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...

Don’t Miss Out on California’s Carbon Market and KCCA
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 and DBMF Performance in February
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...

Macro Strategies' Favorable Environment May Last Years
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...

Setting Equities to Work for Income: SPYI
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...

Consider Blue Chip Companies & NDJI in Difficult Times
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...

In January, NSPI Offered Volatility Reduction
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...

Try A Cash Alternatives ETF for Worry About Rate Hikes
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: Stacey Morris Shares Energy Sector Analysis
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,...

Troy Cates Talks Income and Yield for CSHI and SPYI
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...

DBMF's Returns Track Record Tops SPY
Managed Futures Channel

DBMF's Returns Track Record Tops SPY

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

China’s Strong PMI Reflects Recovery, Expansion
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...

Capturing China in an EV Investing Strategy Matters
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...

A Guide to Understanding California’s Carbon Market
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...

Consider NEOS ETFs for Higher Income Opportunities
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...

Copper a Key Catalyst in Next Gen Solar Fuels
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...

Don’t Ignore SPYI’s Distribution Yield and Income
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...

Navigate Risk With Managed Futures and DBMF
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...

Carbon Markets Are at “Inflection Point” for Investors
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...

Take on BNDI for Income Opportunities Within Bonds
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...

The Perplexity Problem of Voluntary Carbon Markets
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,...

Cash Alternatives ETF Garnering Flows in 2023
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...

4 Reasons to Invest in Carbon Allowances
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...

Capitalize on Uncertainty as Inflation Persists
Managed Futures Channel

Capitalize on Uncertainty as Inflation Persists

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

KBA Is Optimally Positioned in 2023
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...

Putnam's Sustainable Target-Date Retirement Funds
News

Putnam's Sustainable Target-Date Retirement Funds

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

Don't Sleep on NEOS' CSHI Yields
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...

KGHG: Invest for Change Without Sacrificing Returns
Climate Insights Channel

KGHG: Invest for Change Without Sacrificing Returns

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

Simplify Launches New Health Sciences Focused ETF
News

Simplify Launches New Health Sciences Focused ETF

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

Invesco CEO to Retire, Replacement Named
Innovative ETFs Channel

Invesco CEO to Retire, Replacement Named

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

Opportunities in Short-Term Treasuries With XONE
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...

A Closer Look at NightShares' NSPL
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 “...

The 2023 Case for Diversification, China, and FLCH
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...

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

On "ETF Edge" Dave Nadig Shares Insights from Exchange
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,...

In 2022, NKTI Offered Better Returns in Small-Caps
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...

Want Higher Income? Consider Core Exposures With NEOS
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...

NUSI Offered Noteworthy Volatility Reduction Last Year
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...

Calamos Investments Launches Sustainable Equities ETF
News

Calamos Investments Launches Sustainable Equities ETF

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

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

In 2022, Main Supply of EU Electricity Was Renewable
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...

Americans Predict Volatility in 2023: Hedge With DBMF
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...

Bonds Facing a Better Year: Capture With BNDI
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 Gears Up To Boost Consumption
China Insights Channel

China Gears Up To Boost Consumption

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

With DBMF, Invest for Volatility in the Near Term
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...

As Recession Signals Grow, Turn to Risk-Managed ETFs
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...

Improving ESG Increases Valuations: KGHG Invests
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...

KDIV, KraneShares Dividend Aristocrats ETF, Is a Buy
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...

A 2023 Outlook for the Voluntary Carbon Market
Climate Insights Channel

A 2023 Outlook for the Voluntary Carbon Market

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

Q&A With NEOS: Income, Tax Efficiency, and More
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: Shopping Around for E-Commerce ETFs
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...

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

Markets Bet on Inflation Reversal: DBMF Captures Trends
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...

Cash Alternative ETF CSHI, Sends Strong Buy Signals
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...

NSPI Offers Risk-Managed Exposure to S&P 500® Index
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...

A KraneShares Metals ETF Is Signaling to Buy
Climate Insights Channel

A KraneShares Metals ETF Is Signaling to Buy

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

Ride Economic Challenges With Risk-Managed Strategies
Retirement Income Channel

Ride Economic Challenges With Risk-Managed Strategies

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

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

This NEOS High Income ETF Offers Outsized Returns
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...

DBMF: A Year in Review Plus a Look Ahead
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...

The Guide to European Carbon Markets in 2022 and 2023
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,...

This NEOS ETF Is Outperforming Among Cash Alternatives
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...

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

2022's Top-Read Retirement Income Stories
Retirement Income Channel

2022's Top-Read Retirement Income Stories

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

With BNDI, Enhance Your Income Within Bonds
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...

Mid-Year, Small-Cap ETFs Attract Outsized Flows
Retirement Income Channel

Small-Cap ETFs Attract Outsized Flows Mid-Year

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

Top 3 Considerations When Retirement Planning
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....

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

This Oil “Supermajor” Is Committed to Energy Transition
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...

DBMF Invests for Volatility Given Likely Fed Aggression
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...

4 Equity ETFs to Think About for Retirement Income
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...

Don't Miss Out on These Income ETFs in 2023
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...

In Times of Perplexity, Look to Risk-Managed ETFs
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...

How Best to Allocate to Managed Futures
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...

Top Trends That Impacted Retirement Portfolios in 2022
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...

2 China ETFs You Need in Q1 2023
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...

3 Ways to Invest in Climate Strategies
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...

HFCAA Reset Gives Advisors Green Light for China Investing
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...

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

A Guide to In and Out of the Money Options
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...

Top-Read Managed Futures Stories of 2022
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...

3 China ETFs Which Added $1 Billion in 2022
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...

Carbon Allowances Investing in 2022
Climate Insights Channel

Carbon Allowances Investing in 2022

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

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

When Looking at Dividends in 2023, Consider KVLE
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...

These 6 Metals Are the Ones to Watch in 2023
Climate Insights Channel

These 6 Metals Are the Ones to Watch in 2023

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

With Opportunities Ahead, DBEH Crosses 3-Year Milestone
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...

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

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

KEUA to Benefit From Aggressive EU Emissions Stance
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...

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

2022 Was the Year of Managed Futures
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...

PCAOB Makes Historic Announcement About Delisting Risk
China Insights Channel

PCAOB Makes Historic Announcement About Delisting Risk

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

Look Into KMLM While the Fed Continues Rate Hike Cycle
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...

Europe Raises the Global Emissions Table Stakes
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...

2022's Top 3 Managed Futures ETFs
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...

A Technical Analysis of the EU Carbon Allowances Market
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%...

As Hong Kong May Open Further, KBA Offers Opportunities
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 “...

KWEB Soars Above Technical Indicators
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...

California's Aggressive Net-Zero Plans: KCCA Benefits
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,...

You Should Consider Managed Futures Heading Into 2023
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...

KGHG Aims To Capture Transition From Coal to Renewable Energy
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,...

Potential China Reopening Play With KWEB and KTEC
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...

Tax-Loss Harvest Out of Broad China Exposures
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...

3 Ways KGHG Invests Across the Energy Transition Chain
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: Tom Hendrickson on Alternatives
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...

Carbon Allowances a Winner in Europe’s Energy Battle
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...

USFR Helps Navigate Widening Yield Curve Inversion
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 Navigates the Potential for Inflation Into 2024
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...

Investors Pile Into Chinese Equities With KWEB
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...

KARS: A Value Chain Approach to EV Investing
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...

ETF Prime: Tom Hendrickson on Alternatives
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...

Forget Bear Rallies: The Benefits of Managed Futures
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,...

Voluntary Carbon Markets Are Growing Rapidly
Climate Insights Channel

Voluntary Carbon Markets Are Growing Rapidly

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

Investors Turn to Core Bond Allocations, Consider AGGY
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...

A Guide to the EU Carbon Market With KraneShares
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 May Benefit From Fed Aggression
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...

WisdomTree Thinks the Fed Is Missing the Inflation Mark
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...

Chinese Delistings Will Be Determined by End of 2022
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...

Expect Industrial Metals to Rise: Invest With KMET
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...

Navigate Geopolitical Tensions With Managed Futures
Managed Futures Channel

Navigate Geopolitical Tensions With Managed Futures

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

KraneShares Looks at China’s Tech Sector
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...

As Earnings Season in India Ends, EPI Shows Buy Signs
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....

When Exploring Internationally, Weigh Carbon With KEUA
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...

KMLM Is Above Technical Indicators and K-1 Free
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...

Don’t Miss Out on High Yield With WFHY
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...

A Case for Investing in Japan With DXJ
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...

Emissions Underestimated: Climate Investing Playbook
Climate Insights Channel

Emissions Underestimated: Climate Investing Playbook

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

Invest in the Trends of a Market in Motion With DBMF
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...

Andrew Beer on Managed Futures Strategies on ETF Edge
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...

Under the Hood of KGHG, the Carbon Transformation ETF
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...

WisdomTree President Discusses the Digital Future
Modern Alpha Channel

WisdomTree President Discusses the Digital Future

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

KMLM Mitigates Election Uncertainty
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...

Lithium Flies High on EV Demand; Invest With KMET
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...

The Managed Futures Showdown of the Year: DBMF v KMLM
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: A Week in Review
China Insights Channel

China: A Week in Review

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

WisdomTree on Fed Policy and “Pivot-Lite”
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%...

DBMF May Be the Innovation Fund of a Hawkish Fed Regime
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...

KraneShares on the EU Carbon Market Heading Into Winter
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...

3 Advisors Weigh In on New Ways To Use Bonds
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...

The History of KBA and KraneShares With Brendan Ahern
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...

Why Managed Futures Are the New Portfolio Diversifier
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,...

2022 a “Wasted Year” for Emissions Reductions
Climate Insights Channel

2022 a “Wasted Year” for Emissions Reductions

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

Earnings Misses Pile Up, DBMF Rides Market Volatility
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...

A Primer to the WisdomTree Rebalance Making Waves in EM
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...

Capitalize on Decarbonization With KGHG
Climate Insights Channel

Capitalize on Decarbonization With KGHG

Global decarbonization efforts are a movement unto themselves and one with significant investment...

The Guide to the Current Chinese Stock Sell-off
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...

Andrew Beer Talks Trend Following and DBMF
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...

Bullard and Siegel Debate Inflation and Fed Policy
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...

Cobalt Value Will Double by 2030, KMET Invests
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...

P&G Beat Earnings, These 3 WisdomTree ETFs Invest
Modern Alpha Channel

P&G Beat Earnings, These 3 WisdomTree ETFs Invest

Proctor & Gamble successfully navigated inflation impacts in the third quarter to post...

This ETF Outperforms Benchmark and S&P 500
China Insights Channel

This ETF Outperforms Benchmark and S&P 500

Markets are rebounding on better-than-expected earnings from banks and corporations. The...

WisdomTree’s 5 Indicators to Watch in Q4 2022
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...

A Guide to China's Internet Sector Performance
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 Massively Outperforms in 2022
Managed Futures Channel

Managed Futures Massively Outperforms in 2022

It’s the year for trend-following strategies, with managed futures outperforming in hedge funds,...

KraneShares Launches New Electrification Metals ETF
Climate Insights Channel

KraneShares Launches New Electrification Metals ETF

KraneShares launched its newest fund, the KraneShares Electrification Metals ETF (KMET), which...

DBMF Hits $1 Billion, Managed Futures "Essential"
Managed Futures Channel

DBMF Hits $1 Billion, Managed Futures "Essential"

Managed futures, the strategy long harangued as underperforming in an environment that punished...

Small-Caps an Enticing Buy With Tailwind Potential
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...

CATL Is the EV Battery Leader and How to Gain Exposure
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...

How the Energy Transition Looks: BP
Climate Insights Channel

How the Energy Transition Looks: BP

The race to net zero is gaining attention and urgency globally as increasingly severe weather...

The Almost Billion Dollar Managed Future ETF
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...

MSCI Considers More China A Share Inclusion
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...

The Advisor’s Guide to U.S. Carbon Markets in Q4
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...

When Global Recession Threatens, Try Managed Futures
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...

Schumer Kicks Off Cybersecurity Awareness Month
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’s Economy Showed Recovery in August
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...

3 ESG ETFs to Capture the Carbon Transition Drivers
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...

How to Successfully Capture Hedge Fund Performance
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...

4 Cheapest U.S. Value ETFs for Q4
News

4 Cheapest U.S. Value ETFs for Q4

Recession concerns continue to grow after Federal Reserve Chair Jerome Powell underscored the...

Inflation "Not Worth the Price of Crashing the Economy"
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...

WisdomTree Takes TradFi to Blockchain
Modern Alpha Channel

WisdomTree Takes TradFi to Blockchain

WisdomTree’s fund that bridges the world of traditional finance and the digital economy has...

The Case for Value Investing as Markets Bounce Off Lows
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...

Markets Trending Towards Worst 9 Months
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....

Corporations Committing to Climate Initiatives Doubles
Climate Insights Channel

Corporations Committing to Climate Initiatives Doubles

Emissions and climate initiatives are an increasing focus for shareholders and company boards as...

Hong Kong Ends COVID Travel Restrictions
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...

Japanese Equities Are “The Lone TINA Trade”
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...

California Passes More Aggressive Climate Measures
Climate Insights Channel

California Passes More Aggressive Climate Measures

California Governor Gavin Newsom (D) signed into law some of the most aggressive climate...

Managed Futures “Not About Being Right or Wrong”
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...

Looking Beyond the Fundamentals With Trend Following
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...

WisdomTree Launches Ex-China, Ex-SOE EM ETF
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...

“The Greatest Bull Market in Government Treasuries”
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...

Manage Interest Rate Hikes With DBMF
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...

The U.S. Investment Paradigm Shift Toward Climate
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...

As India Grows and World Slows, Look to IXSE
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...

When Aggressive Fed Hikes Loom, Invest for Slowdown
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...

Will Fed Funds Hit 4% Amid This Hiking Cycle?
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...

Andrew Beer Looks Into DBMF's Performance YTD
Managed Futures Channel

Andrew Beer Looks Into DBMF's Performance YTD

After a decade of lackluster interest and performance, managed futures have more than...

Biden’s "Cancer Moonshot" Brings Biotech Focus to U.S.
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...

KraneShares Launches New ETF Focused on Pan Asia
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...

Ethereum Merged: What Does It Mean for Crypto?
Crypto Channel

Ethereum Merged: What Does It Mean for Crypto?

The massive and highly anticipated merge of the Ethereum network, the second largest blockchain...

Europe’s Carbon Market Pricing in Credit Reserve Sales
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...

Yahoo Finance: Rosenbluth Talks Risk-Conscious ETFs
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...

Nio on the Move With EV Model Launch
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...

While Markets Plummet, Focus on Technicals With DBMF
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...

Bond Performance Could Lead to Tech Sell-Off
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 Change May Be a Long-Term Inflation Driver
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...

TD Ameritrade: Rosenbluth on Investing Internationally
Modern Alpha Channel

TD Ameritrade: Rosenbluth on Investing Internationally

Investing internationally is an important part of portfolio diversification and a way to capture...

WTV Captures the Companies Growing Their Dividends
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...

The Returns of This Managed Futures ETF Soar
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...

California’s Grid Gets Dose of Climate Change
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...

Have Confidence During “Nervous Markets” With DBMF
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...

Fox Business: Rosenbluth on ETF Income Opportunities
News

Fox Business: Rosenbluth on ETF Income Opportunities

Markets absorbed the most recent messaging from Federal Reserve Chair Jerome Powell that the...

Rivian is Just Getting Started, Invest Now With KARS
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...

You Can Have a 60/40 and Diversify Too
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...

Lithium: The Benefits of Diversifying Across EV
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...

KPOP Has Main Stage Debut on Wall Street
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:...

Forget Anticipating the Fed: Use Floating Rates Instead
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...

The Inflation Reduction Act and U.S. EV Growth
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...

Bobby Blue on the Rise of Managed Futures
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...

Invest for Volatility as Markets Fall on Fed’s Stance
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...

Offshore Wind in the U.K. is Cheaper Than Fossil Fuels
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 and the U.S. Come to Agreement on Company Audits
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....

ETF of the Week: SPYG
News

ETF of the Week: SPYG

VettaFi’s vice chairman Tom Lydon discussed theSPDR Portfolio S&P 500 Growth ETF (SPYG A-)on...

Inflation Reduction Act Moves Needle for Green Hydrogen
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...

Invesco Expands Commodities Suite With PDBA
Innovative ETFs Channel

Invesco Expands Commodities Suite With PDBA

Invesco, a top global asset management firm, has expanded its commodities ETF suite with the...

Don’t Miss Out on Value Opportunities Overseas
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...

David Gan Deep Dives Into China’s Real Estate Issues
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...

Carbon Market Correlation Myths and KRBN Performance
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...

EVs a "Solution for Slowing Global Growth"
China Insights Channel

EVs a "Solution for Slowing Global Growth"

The demand for electric vehicles continues to increase globally, providing investment...

Meb Faber and Jim Bianco Talk Markets and the Economy
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...

The RGGI Carbon Market Performs Despite Uncertainty
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....

Andrew Beer Talks About DBMF’s History and Performance
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...

Consider Valuation Opportunities in Software Megatrends
Modern Alpha Channel

Consider Valuation Opportunities in Software Megatrends

Markets this year have experienced a significant pivot away from growth stocks, bringing soaring...

A Diversification Strategy to EV Investing
China Insights Channel

A Diversification Strategy to EV Investing

Diversification has become a major focus for advisors and investors this year as they seek...

What Europe’s Energy Crisis Means for Carbon Markets
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...

ETF Leaders Powered by the NYSE: Columbia Threadneedle
News

ETF Leaders Powered by the NYSE: Columbia Threadneedle

ETF issuers bring a wide range of specialties to the table for investors, and Columbia...

Look to the New Economy Real Estate as Home Prices Rise
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...

Summer Heat Waves and the U.K. Carbon Market
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...

Navigate the Market Mambo With KMLM
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...

Will the Inflation Reports Be Sufficient for the Fed?
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...

A Look at the Electric Vehicle Transformation in China
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...

Economic and Market Signals to Watch: Part 2
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 ...

Economic Signals to Watch in the Second Half: Part 1
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...

The Semiconductor & Cleantech Growth Potential in China
China Insights Channel

The Semiconductor & Cleantech Growth Potential in China

The global economy is still recovering from and dealing with supply chain disruptions, something...

Eric Balchunas & Andrew Beer on Bloomberg ETF IQ
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...

Turn to Dividends & Currency Hedging During Inflation
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,...

What the Senate Inflation Bill Means for Climate
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...

Dividend- and Value-Focused ETF Outperforms S&P 500 YTD
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...

Ride Volatility With Floating Rate and Dividend ETFs
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,...

How Engine No. 1 Breaks the ESG Mold
News

How Engine No. 1 Breaks the ESG Mold

There are a proliferation of funds out there that address environmental, social, and governance...

This Managed Futures ETF First to Be Rated Five Stars
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...

How a Strong Dollar Impacts Global Economies
Modern Alpha Channel

How a Strong Dollar Impacts Global Economies

The U.S. dollar continuing to strengthen can be extremely problematic for other countries’...

KraneShares' Second Half Outlook for China and More
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...

KraneShares’ Carbon Market ETF Tracks New Index
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...

ETF 360: Q&A With Michael Natale of FlexShares
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...

Former Fed Vice Chair and Professor Debate Inflation
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...

The U.S. Semiconductor Bill’s Missing Pieces and China
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...

DBMF and All Things Trending
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...

ETF of the Week: FlexShares' QLV
Multi-Asset Channel

ETF of the Week: FlexShares' QLV

VettaFi’s vice chairman Tom Lydon discussed the FlexShares US Quality Low Volatility Index Fund (...

Invest “In the Problem” for Big Climate Impacts: KGHG
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...

TD Ameritrade: Todd Rosenbluth on Apple & Amazon ETFs
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...

The Fed Hikes Rates, So Expect Bond Market Volatility
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...

Yahoo Finance: Todd Rosenbluth on Rate Hikes & Earnings
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...

This Floating Rate ETF Steamrolls Rate Hike Anxieties
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...

CNBC Power Lunch: Tom Lydon Talks Streaming Services
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...

Benefits of Replication and DBMF’s Outperformance YTD
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...

The Alibaba Primary Hong Kong Listing and Investors
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...

ETF 360: Q&A w/Global X’s Rohan Reddy
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,...

Accessing International with Currency-Hedged ETFs
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...

Delisting Talks: “Constructive” but Still Uncertain
China Insights Channel

Delisting Talks: “Constructive” but Still Uncertain

Securities and Exchange Commission chair Gary Gensler spoke to the ongoing discussions about the...

TD Ameritrade: Lara Crigger on Earnings Week Investing
News

TD Ameritrade: Lara Crigger on Earnings Week Investing

Lara Crigger, editor-in-chief at VettaFi, recently appeared on TD Ameritrade to discuss earnings...

Europe’s Pivot to Coal Means Pressure for Allowances
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...

TD Ameritrade: Roxanna Islam Talks Streaming
News

TD Ameritrade: Roxanna Islam Talks Streaming

Roxanna Islam, CFA and associate director of research at VettaFi, recently appeared on TD...

Ford on the Move in EVs as KARS Invests
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...

What the Energy Transition Looks Like
Climate Insights Channel

What the Energy Transition Looks Like

German energy company (RWE) and Dutch-Norwegian company SolarDuck have announced a full-scale...

How Does DBMF Fare Against Mutual Funds?
Managed Futures Channel

How Does DBMF Fare Against Mutual Funds?

Managed futures, a liquid alternatives strategy that has gained attention for its ability to...

ETF of the Week: iShares 20+ Year Treasury Bond ETF
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...

The Benefits of Linked Carbon Markets
Climate Insights Channel

The Benefits of Linked Carbon Markets

The role of individual states in the fight against climate change and emissions reduction has...

Small-Caps Prices in the Recession
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,...

A Guide to Currency Hedging When the Dollar Is Strong
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: Lara Crigger on Single Stock ETF Approvals
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...

U.K. Heatwave and Climate Risk: Investing for Change
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...

Didi’s $1 Billion Fine Might End Regulatory Cycle
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,...

ETF 360: A Q&A with Nuveen’s Jordan Farris
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...

ETF Edge: Dave Nadig Talks Leveraged Single Stock ETFs
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...

Are Managed Futures the Ultimate Portfolio Diversifier?
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...

Get Primed for Earnings Season With EPS
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...

Carbon Markets Are Resilient in 2022
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...

Stocks Rally Again: Investing in Times of Volatility
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...

Amidst Foreign Sentiment, China’s Consumers Spend
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...

Macro World Order: Do Geopolitics Matter for Investors?
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...

Investors Bailing on State-Owned Chinese Exposure
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...

ETF of the Week: XTrackers S&P 500 ESG ETF
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...

Investing in Europe’s Carbon Allowances Drives Change
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...

A Deep Dive Into KWEB's Subsector Performance
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...

ETF 360: Q&A With Simeon Hyman
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: SEC Approval of Derivative Single Stock ETFs
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...

Is It Time to Position Portfolios for a Recession?
China Insights Channel

Is It Time to Position Portfolios for a Recession?

Several indicators are flashing concerns of global economic recession and more specifically...

The SEC Approves Single-Stock Leveraged ETFs
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...

Housing Might Extend Inflation, Invest for Volatility
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...

California’s Carbon Markets Insulated From EPA Rollback
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...

Cloud Computing is Down but Not Out
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...

A Managed Futures ETF That Competes With Mutual Funds
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....

Potential Tariff Reduction, IPO Market Boom in China
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...

ETF of the Week: KFA Mount Lucas Index Strategy ETF
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...

Fed Official Backs Three-Quarter Point Rate Increase
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...

Every Tesla Model In Top 10 Greenest EVs
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...

ETF Edge: Todd Rosenbluth on Crypto and Commodities
Crypto Channel

ETF Edge: Todd Rosenbluth on Crypto and Commodities

Todd Rosenbluth, head of research at VettaFi, Will Rhind of GraniteShares, and Michael...

This Managed Futures ETF Saw Only Inflows in June
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: Tom Lydon Discusses First-Half ETFs
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,...

The Top 4 WisdomTree ETFs by Flows In June
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...

ETF 360: Q&A With Nick Cherney and John Kerschner
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...

CXSE Invests in Non-State-Owned Companies
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...

BYD’s Performance Exemplifies China’s EV Growth
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 Eases COVID-19 Requirements, Stocks Surge
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...

ETF 360: Q&A With Matt Camuso From BNY Mellon
News

ETF 360: Q&A With Matt Camuso From BNY Mellon

For this episode of “ETF 360,” VettaFi’s head of research, Todd Rosenbluth,...

ETF of the Week: iMGP DBi Managed Futures Strategy ETF
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...

Grayscale: Conversion Denial “Arbitrary and Capricious”
Crypto Channel

Grayscale: Conversion Denial “Arbitrary and Capricious”

After several delays, the Securities and Exchange Commission has finally made a ruling on the...

These Two Funds Offer Dividends and Value
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: Tom Hendrickson Talks Advisor Interests
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...

Invest in Carbon Reductions as Atmospheric Carbon Soars
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 Outperform In Bear Markets
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...

Sentiment for China’s Internet Sector Is Going Up
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...

The Case for Small-Cap Dividend Companies
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...

Cybersecurity Investments Could be an Opportunity
Modern Alpha Channel

Cybersecurity Investments Could be an Opportunity

Cybersecurity remains a growing threat for businesses, and the U.S. Securities and Exchange...

Exxon Demands Higher Carbon Tax: This Fund Benefits
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...

ETF of the Week: The VanEck ChiNext ETF (CNXT)
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...

Dual Benefits of Managed Futures During Inflation
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...

Investors Position for Stagflation, Don't Miss Out
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...

How to Invest in China’s Better Positioned EV Market
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...

This Fund Benefits From U.S. Dollar Strength
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...

Flows Into Managed Futures Funds Have Doubled in 2022
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...

TD Ameritrade: Rosenbluth on Fixed Income Resurgence
News

TD Ameritrade: Rosenbluth on Fixed Income Resurgence

Todd Rosenbluth, head of research at VettaFi, recently appeared on TD Ameritrade to discuss the...

How the Energy Transition Looks: Fortescue Metals Group
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: Dave Nadig on Crypto Regulation
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...

ETF 360: Q&A With Scott Helfstein From ProShares
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...

Volatility Peaking in Emerging Markets and China
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...

Honda and Sony Join For Electric Vehicle Venture
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...

Commissioner Peirce Wants Meaningful Crypto Action
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...

WisdomTree Wins “Asset Manager Website of the Year”
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...

Most CEOs Are Now Expecting a Recession
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...

ETF of the Week: Pacer Industrials and Logistics (SHPP)
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...

TD Ameritrade: Lara Crigger on What Fed Policy Means
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...

First Trust Launches BUFQ With Laddered Tech Exposure
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...

Take the Guesswork Out of Rate Hikes with USFR
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...

Investing in California’s Newest Carbon Reduction Plans
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...

Corey Hoffstein on Managed Futures and Return Stacking
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: Lara Crigger on ESG Interest and ESG Flows
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...

Fox Business: Rosenbluth Talks Dividends and Volatility
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...

A Guide to the Risks and Rewards in China Investment
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...

Why Now Is the Time for Managed Futures
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...

Inflation, Stagflation, Deflation, Oh My!
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...

ETF of the Week: UUP
News

ETF of the Week: UUP

VettaFi’s vice chairman Tom Lydon discussed the Invesco DB US Dollar Index Bullish Fund (UUP A)on...

Todd Rosenbluth Talks ETFs on Yahoo Finance
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...

The SEC Has Set Its Sights on Retail Traders
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...

Invest in a European Renewable Energy Leader
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’s Internet Sector Is Surging Back to Life
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: Todd Rosenbluth on Bond ETFs and Inside ETFs
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...

DBMF Now a 4-Star Managed Futures Fund
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...

Stronger Dividend Paying Companies Perform Better
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...

Why Fed Quantitative Tightening May Increase Volatility
China Insights Channel

Why Fed Quantitative Tightening May Increase Volatility

This month the Federal Reserve begins its balance sheet reductions via quantitative tightening, a...

ETF Edge: Rosenbluth on Inflows to Bond Funds
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...

Electric Vehicles Just Got More Affordable
Climate Insights Channel

Electric Vehicles Just Got More Affordable

The Chevrolet Bolt will be released at a $6,000 price cut, dropping from $31,500 to $25,600 MSRP,...

A Guide to Roll Yields and GCC’s Return Potential
Modern Alpha Channel

A Guide to Roll Yields and GCC’s Return Potential

The current market environment has presented advisors and investors with a host of challenges as...

ETF 360: Q&A With WisdomTree's Jeff Weniger
Modern Alpha Channel

ETF 360: Q&A With WisdomTree's Jeff Weniger

For this episode of “ETF 360” (recorded before the ETF Trends rebrand to VettaFi),...

ETF of the Week: abrdn's BCIM
Alternatives Channel

ETF of the Week: abrdn's BCIM

VettaFi’s vice chairman Tom Lydon discussed the abrdn Bloomberg Industrial Metals Strategy K-1...

A Guide to Bitwise’s June Crypto Indexes
Crypto Channel

A Guide to Bitwise’s June Crypto Indexes

Bitwise has several crypto investment funds, all with varying strategies depending on the types...

In an Economic “Hurricane,” DBMF Will Ride the Waves
Managed Futures Channel

In an Economic “Hurricane,” DBMF Will Ride the Waves

JPMorgan Chase & Co.’s CEO, Jamie Dimon, warned investors yesterday that an “economic ‘...

Executives Buy the Dip, Invest in Equities With KVLE
China Insights Channel

Executives Buy the Dip, Invest in Equities With KVLE

May was yet another month in a long trend of volatility and drawdowns for markets, but as prices...

Emissions Decline in China; Invest in These Companies
Climate Insights Channel

Emissions Decline in China; Invest in These Companies

Carbon dioxide emissions in China fell again in the first quarter of 2022, extending the decline...

EU Boosts Russian Oil Sanctions, Capture the Transition
Climate Insights Channel

EU Boosts Russian Oil Sanctions, Capture the Transition

If Russian sanctions are a chess game, the European Union is about to put a check on the Russian...

Dave Nadig and ETF Think Tank on NFTs and ETFs
Crypto Channel

Dave Nadig and ETF Think Tank on NFTs and ETFs

Dave Nadig, Financial Futurist at VettaFi, recently discussed all things nonfungible — or at...

ETF Prime: The Best ETF Stories So Far in 2022
ETF Prime

ETF Prime: The Best ETF Stories So Far in 2022

On this week’s “ETF Prime,” host Nate Geracilooked back on some of his favorite...

Fed Ready to Slow Economy: Investing for Stagflation
China Insights Channel

Fed Ready to Slow Economy: Investing for Stagflation

The Federal Reserve minutes were released earlier this week, and they indicated that the central...

Quant Hedge Funds Having a HeyDay: This ETF Captures
Managed Futures Channel

Quant Hedge Funds Having a HeyDay: This ETF Captures

Hedge funds that rely on mathematical models and use computing power to invest in trend-following...

EV Sales Going Strong Despite Supply Chain Restrictions
Climate Insights Channel

EV Sales Going Strong Despite Supply Chain Restrictions

Electric vehicle sales are growing at a high-speed pace, according to the latest report from the...

Yahoo Finance: Todd Rosenbluth Talks ESG Investing
The Responsible Investing Channel

Yahoo Finance: Todd Rosenbluth Talks ESG Investing

The SEC has announced new disclosure rules surrounding the names of funds and what they carry...

The Ground Shook, the Foundation Held - Bitwise on DeFi
Crypto Channel

The Ground Shook, the Foundation Held - Bitwise on DeFi

Decentralized finance (DeFi) is still a newer entrant to the schoolyard of finance, but if it’s...

Invest in Research as COVID-19 Heart Impacts Increase
Dual Impact Channel

Invest in Research as COVID-19 Heart Impacts Increase

Study after study continues to be published on the ongoing aftereffects of people that have had...

ETF of the Week: Neuberger Berman Disrupters ETF 'NBDS'
Invest Beyond Cash Channel

ETF of the Week: Neuberger Berman Disrupters ETF 'NBDS'

VettaFi’s vice chairman Tom Lydon discussed theNeuberger Berman Disrupters ETF (NBDS B)on this...

ETF Prime: VettaFi, Equity ETFs, Markets, and Investing
ETF Prime

ETF Prime: VettaFi, Equity ETFs, Markets, and Investing

On this week’s ETF Prime, host Nate Geraci speaks with Tom Hendrickson, VettaFi’s chief product...

How to Remove Investment Bias in Shifting Markets
Managed Futures Channel

How to Remove Investment Bias in Shifting Markets

On the most recent episode of the Behind the Markets podcast on Wharton Business Radio, hosts...

This U.S. Equity ETF Mitigates Losses
China Insights Channel

This U.S. Equity ETF Mitigates Losses

This year has been a difficult one for advisors as market volatility, soaring inflation, rising...

It’s Been a Great Month for USFR
Modern Alpha Channel

It’s Been a Great Month for USFR

This week will see both the broad and core personal consumption expenditures (PCE) indexes...

VettaFi Talks All About (Re)Branding on Twitter Spaces
News

VettaFi Talks All About (Re)Branding on Twitter Spaces

VettaFi editor-in-chief Lara Crigger hosted a recent discussion on Twitter Spaces about the work...

President Biden Wants Crypto Exchange Regulation
Crypto Channel

President Biden Wants Crypto Exchange Regulation

The Biden administration is calling for Congress to include regulations for cryptocurrency...

Valuation Opportunities in China’s Healthcare Sector
China Insights Channel

Valuation Opportunities in China’s Healthcare Sector

The health care industry in China is expected to expand rapidly in the coming years with a...

ETF Leaders Powered by the NYSE: Ryan Barksdale
Fixed Income Channel

ETF Leaders Powered by the NYSE: Ryan Barksdale

Vanguard’s Ryan Barksdale, head of advisor portfolio analytics and consulting, sat down...

TD Ameritrade: Lara Crigger on Retail & Opportunities
Innovative ETFs Channel

TD Ameritrade: Lara Crigger on Retail & Opportunities

Lara Crigger, editor-in-chief of VettaFi, recently appeared on TD Ameritrade to discuss retail...

ETF of the Week: Merk Stagflation ETF
News

ETF of the Week: Merk Stagflation ETF

VettaFi’s Vice Chairman Tom Lydon discussed the Merk Stagflation ETF (STGF B+)on this week’s...

DBMF Offers Managed Futures Hedge Fund Strategies
Managed Futures Channel

DBMF Offers Managed Futures Hedge Fund Strategies

Managed futures strategies are seeing increased interest from advisors and investors on the...

In a Bear Market, Consider This Energy Opportunity
Climate Insights Channel

In a Bear Market, Consider This Energy Opportunity

The S&P 500 has continued its most recent sell-off, triggered this time by missed retail...

ETF 360: Q&A with Harbor Capital Advisors
Market Insights Channel

ETF 360: Q&A with Harbor Capital Advisors

For this episode of ETF 360, ETF Trends’ CEO Tom Lydon speaks with Steve Cook, managing...

Crypto Correlations Continue, Chances to Buy the Dip
Crypto Channel

Crypto Correlations Continue, Chances to Buy the Dip

The combined news of Federal Reserve Chair Jerome Powell’s speech that confirmed half-point...

602: Innovation Moves Beyond Benchmarks | The Switch
Disruptive Technology Channel

602: Innovation Moves Beyond Benchmarks | The Switch

This season of “The Switch” focuses on the misconceptions surrounding investing in innovation and...

Real Estate Opportunities with WisdomTree
Modern Alpha Channel

Real Estate Opportunities with WisdomTree

On the most recent episode of the Behind the Markets podcast on Wharton Business Radio, hosts...

Why Managed Futures Are the Crisis Alpha Creators
Managed Futures Channel

Why Managed Futures Are the Crisis Alpha Creators

Volatility has been the market keyword for 2022 so far, with stocks rising and falling on each...

This Chinese E-Commerce Behemoth’s Stocks Just Jumped
China Insights Channel

This Chinese E-Commerce Behemoth’s Stocks Just Jumped

China’s JD.com reported earnings today, and while the e-commerce giant was hit by COVID-19...

A Look at CLNR’s Investment Thesis
Dual Impact Channel

A Look at CLNR’s Investment Thesis

The transition to a net-zero emissions world by 2050 is going to take very real commitments by...

Electric Vehicles Gaining Market Shares, KARS Invests
Climate Insights Channel

Electric Vehicles Gaining Market Shares, KARS Invests

It’s been a long time coming, but electric vehicles seem to finally be carving out market share...

ETF Leaders Powered by the NYSE: Gavin Filmore
News

ETF Leaders Powered by the NYSE: Gavin Filmore

ETF Trends’ editor-in-chief Lara Crigger sat down with Tidal ETF Services’ Gavin Filmore for this...

ETF Leaders Powered by the NYSE: Tidal ETF Services
News

ETF Leaders Powered by the NYSE: Tidal ETF Services

ETF Trends’ editor-in-chief Lara Crigger sat down with Tidal ETF Services’ Gavin Filmore...

Investing Overseas With China's Economic Downturn
China Insights Channel

Investing Overseas With China's Economic Downturn

The economic impacts of Shanghai’s lockdowns were apparent in the latest economic reports...

Why ETFs Experience Limit Up/Down Protections
Core Strategies Channel

Why ETFs Experience Limit Up/Down Protections

In a digital age where information moves in milliseconds and millions of participants can...

Is a Mutual Fund Conversion to ETFs Right for You?
News

Is a Mutual Fund Conversion to ETFs Right for You?

Mutual fund conversion to the ETF wrapper is an increasingly popular option that companies have...

“Crypto has Always Rebounded” Notes Bitwise CIO
Crypto Channel

“Crypto has Always Rebounded” Notes Bitwise CIO

Bitcoin and the crypto space have experienced marked volatility this week, with the macro...

China Investors Pounce on Internet Sector Opportunities
China Insights Channel

China Investors Pounce on Internet Sector Opportunities

This week has been one in a series of a challenging ones for China as Shanghai lockdowns continue...

The Guide to Global Carbon Markets in May
Climate Insights Channel

The Guide to Global Carbon Markets in May

The energy crisis in the EU, the global reverberations caused by Russia’s war in Ukraine, and the...

This Fund Offers Equity Investment in Current Markets
China Insights Channel

This Fund Offers Equity Investment in Current Markets

Markets continue to bleed as investors digest the news of continued high inflation with both...

Why It’s Now the Season for Merger Arbitrage
Dual Impact Channel

Why It’s Now the Season for Merger Arbitrage

In challenging economic times, large-cap companies are often better suited to weather the...

As Markets Continue to Tumble, Consider Managed Futures
Managed Futures Channel

As Markets Continue to Tumble, Consider Managed Futures

Everywhere you look, markets are bleeding in a sea of red, with advisors and investors shifting...

A Guide to Currency Hedging and Why It Matters Again
Modern Alpha Channel

A Guide to Currency Hedging and Why It Matters Again

Currency hedging hasn’t been a high priority for years for many investors that have international...

ETF of the Week: VanEck Allocation ETF (RAAX)
Beyond Basic Beta Channel

ETF of the Week: VanEck Allocation ETF (RAAX)

ETF Trends’ CEO Tom Lydon discusses the VanEck Inflation Allocation ETF (RAAX A-) on this week’s...

How BLOK Dodged Losing Money in Twitter
Crypto Channel

How BLOK Dodged Losing Money in Twitter

Crypto has largely taken a ride on the macroeconomic train that is driving losses in U.S....

601: Innovation Outperforms: The Switch With ARK Invest
Disruptive Technology Channel

601: Innovation Outperforms: The Switch With ARK Invest

This season of “The Switch” is focused on the misconceptions that surround investing in...

Capture the EU’s Energy Pivot as Green Goals Increase
Climate Insights Channel

Capture the EU’s Energy Pivot as Green Goals Increase

The EU is considering raising its current clean energy targets for 2030 from 40% to 45%, with a...

Stagflation Happening Now?
China Insights Channel

Stagflation Happening Now?

The consumer price index for April came in at 8.3%, and while it is slightly lower than March’s...

EQUL Already Ahead as SEC Extends ESG Comment Deadline
Dual Impact Channel

EQUL Already Ahead as SEC Extends ESG Comment Deadline

The Securities and Exchange Commission announced yesterday in a press release it would be...

Don’t Skip on Managed Futures: DBMF Hitting Milestones
Managed Futures Channel

Don’t Sleep on Managed Futures: DBMF Meeting Milestones

The iMGP DBi Managed Futures Strategy ETF (DBMF B+) celebrates its three-year anniversary this...

ETF Prime: Commodity ETFs, Engagement, and the BAD ETF
ETF Prime

ETF Prime: Commodity ETFs, Engagement, and the BAD ETF

On this week’s ETF Prime, host Nate Geraci speaks with ETF Trends and ETF Database’s president...

Microsoft’s Latest Launch Highlights Cybersecurity
Modern Alpha Channel

Microsoft’s Latest Launch Highlights Cybersecurity

Tech giant Microsoft is expanding its cybersecurity offerings with three all-new services that...

ETF Edge: Tom Lydon on Trend Following and ETF Flows
News

ETF Edge: Tom Lydon on Trend Following and ETF Flows

Tom Lydon, CEO of ETF Trends, and Meb Faber, CIO of Cambria Investments, discuss momentum funds...

The Gap Between Crypto’s Fundamentals and Speculation
Crypto Channel

The Gap Between Crypto’s Fundamentals and Speculation

Gone are the days when crypto was considered to be something purely speculative, lacking in...

Chinese Companies Increasing Shareholder Returns
China Insights Channel

Chinese Companies Increasing Shareholder Returns

Chinese stocks have been battered in the last year between regulatory fears, concerns around...

The Argument for Climate Investing
Climate Insights Channel

The Argument for Climate Investing

KraneShares recently hosted a Bay Area Innovation Forum at the end of April to discuss a variety...

Curious About Carbon Cap-and-Trade Program Perks?
Climate Insights Channel

Curious About Carbon Cap-and-Trade Program Perks?

There are many methods of working to fight climate change, from technology-driven approaches such...

How to Invest in This Growing Pharmaceutical Company
Dual Impact Channel

How to Invest in This Growing Pharmaceutical Company

Last week, Danish pharmaceutical company Novo Nordisk announced its first quarter earnings...

How Managed Futures Can Navigate Market Volatility
China Insights Channel

How Managed Futures Can Navigate Market Volatility

Markets initially responded positively in the last hour of trading yesterday with the...

Worried About Volatility? Managed Futures has an Answer
Managed Futures Channel

Worried About Volatility? Managed Futures has an Answer

The reality of Fed tightening and the concerns around recession, and the Fed’s willingness to...

ETF of the Week: SPDR S&P Dividend ETF
News

ETF of the Week: SPDR S&P Dividend ETF

ETF Trends’ CEO Tom Lydon discusses theSPDR S&P Dividend ETF (SDY A)on this week’s ETF of the...

Bitcoin Takes the Dive Alongside Stocks Sell-Offs
Crypto Channel

Bitcoin Takes the Dive Alongside Stocks Sell-Offs

Markets and crypto may have initially been hopeful after Federal Reserve Chair Jerome Powell’s...

Dividends Are So Popular Right Now: An Advisor's Guide
Modern Alpha Channel

Dividends Are So Popular Right Now: An Advisor's Guide

The traditional school of thought regarding dividends is that they are generally to be avoided at...

Rivian is a Unique EV Company and How To Invest
Climate Insights Channel

Rivian is a Unique EV Company and How To Invest

It’s been a long road, with hard lessons learned along the way for Robert Joseph (RJ) Scaringe,...

Fox Business: Rosenbluth on Participating in the Upside
News

Fox Business: Rosenbluth on Participating in the Upside

Hot off the official news that the Federal Reserve will be raising interest rates a half a...

China Is Leading the ESG Charge and KESG Captures
Climate Insights Channel

China Is Leading the ESG Charge and KESG Captures

It’s been a rollercoaster year for the internet sector in China, with regulations heavily...

Investment Opportunities in China’s Internet Sector
China Insights Channel

Investment Opportunities in China’s Internet Sector

KraneShares broke down the quarterly earnings for China’s internet sector in a recent paper,...

The Shipping Industry’s Emissions and OCEN’s Solution
Dual Impact Channel

The Shipping Industry’s Emissions and OCEN’s Solution

The emissions from container ships are significant, making up as much as the aviation industry...

ETF Prime: FINRA's Proposal and More
ETF Prime

ETF Prime: FINRA's Proposal and More

On this week’s ETF Prime, host Nate Geraci speaks with ETF Trends’ editor-in-chief Lara Crigger...

Don’t Ignore This Fixed Income ETF Bringing in Billions
Modern Alpha Channel

Don’t Ignore This Fixed Income ETF Bringing in Billions

Advisors looking to exit their fixed income positions should think twice, at least when it comes...

Many Supply Chains at High Risk of Climate Disruption
Climate Insights Channel

Many Supply Chains at High Risk of Climate Disruption

The risks of global warming have been increasingly mapped out in recent months, highlighting the...

Companies Miss the Bar on Executive Representation
Dual Impact Channel

Companies Miss the Bar on Executive Representation

Women have been graduating from colleges and universities at an equal, if not greater, rate than...

Stagflation Is on the Docket and How to Invest For It
China Insights Channel

Stagflation Is on the Docket and How to Invest For It

The Federal Reserve is set to hold its much anticipated May meeting, beginning tomorrow and...

WisdomTree’s Earnings Reflect Ongoing Organic Growth
Modern Alpha Channel

WisdomTree’s Earnings Reflect Ongoing Organic Growth

WisdomTree Investments released its Q1 earnings for 2022 this morning along with a discussion of...

First Trust Announces Rebranding, Fund Strategy Change
News

First Trust Announces Rebranding, Fund Strategy Change

First Trust advisors announced in a press release that the First Trust Total U.S. Market AlphaDEX...

KraneShares Hosts Discussion With Former Ambassador
China Insights Channel

KraneShares Hosts Discussion With Former Ambassador

KraneShares, the investment firm behind such funds as the KraneShares CSI China Internet ETF (...

Consider Decarbonizing Companies for Better ESG Returns
Climate Insights Channel

Consider Decarbonizing Companies for Better ESG Returns

The influx of funding into ESG in recent years has been a boon for the space, but with many of...

What a Ban on Menthol Cigarettes Means for Heart Health
Dual Impact Channel

What a Ban on Menthol Cigarettes Means for Heart Health

The Biden administration is expected to announce a regulatory plan today, April 28, that will...

ETF of the Week: Invesco Water Resources ETF (PHO)
News

ETF of the Week: Invesco Water Resources ETF (PHO)

ETF Trends’ CEO Tom Lydon discusses the Invesco Water Resources ETF (PHO A-) on this week’s ETF...

KraneShares Launches Trailblazing Carbon Offset Fund
Climate Insights Channel

KraneShares Launches Trailblazing Carbon Offset Fund

KraneShares has announced in a press release the launch of its newest fund, the KraneShares...

Bitwise Launches SMA With Bitcoin & Ethereum Exposure
Crypto Channel

Bitwise Launches SMA With Bitcoin & Ethereum Exposure

Bitwise Asset Management, the largest crypto index fund manager globally, has announced in a ...

Consider Investment in Japan with DXJ
Modern Alpha Channel

Consider Investment in Japan with DXJ

The Japanese yen has weakened substantially in recent weeks, creating an opportunity for...

MicroStrategy to Be First for Bitcoin in 401(k)
Crypto Channel

MicroStrategy to Be First for Bitcoin in 401(k)

MicroStrategy, a business intelligence company that offers embedded analytics platforms,...

TD Ameritrade: Lara Crigger Talks Earnings Season
News

TD Ameritrade: Lara Crigger Talks Earnings Season

Lara Crigger, editor-in-chief of ETF Trends and ETF Database, recently appeared on TD Ameritrade...

Target Is Boosting Black Women Entrepreneurs
Dual Impact Channel

Target Is Boosting Black Women Entrepreneurs

The employment gap has only grown larger between men and women during the pandemic, with Black...

Barron's Live: Todd Rosenbluth's ETF Strategies
News

Barron's Live: Todd Rosenbluth's ETF Strategies

On a recent podcast for Barron’s Live hosted by senior writer Lauren Foster, Todd Rosenbluth,...

A Guide to China’s Current Markets
China Insights Channel

A Guide to China’s Current Markets

Beijing is experiencing a rash of panic buying by residents as fears of a COVID-related lockdown...

ETF Trends Hosts Alts-Focused Twitter Spaces Discussion
News

ETF Trends Hosts Alts-Focused Twitter Spaces Discussion

For the most ETF Trends Twitter Spaces, Todd Rosenbluth, head of research for ETF Trends and ETF...

Why Your Portfolio Needs Climate Change-Titled Funds
Climate Insights Channel

Why Your Portfolio Needs Climate Change-Titled Funds

As key members of the Paris Agreement work to finalize the creation of the Climate Overshoot...

The Lightning Network is a Bitcoin Game Changer
Crypto Channel

The Lightning Network is a Bitcoin Game Changer

The Bitcoin network, as enormously popular as it is, has long struggled with a scalability issue...

How to Invest in Slowed Growth as Rates Rise
China Insights Channel

How to Invest in Slowed Growth as Rates Rise

Federal Reserve Chairman Jerome Powell has indicated that the central bank will be increasing...

This Earth Day, Give Back With These Funds
Dual Impact Channel

This Earth Day, Give Back With These Funds

It’s the 52nd Earth Day for the U.S. The day was created to address environmental concerns when...

ETF of the Week: India Internet and Ecommerce ETF
Emerging Markets Channel

ETF of the Week: India Internet and Ecommerce ETF

ETF Trends’ CEO Tom Lydon discusses the recently launched India Internet and Ecommerce ETF (INQQ...

Think Ahead When Investing in Carbon Allowances
Climate Insights Channel

Think Ahead When Investing in Carbon Allowances

Volatility seems to have been the defining word for markets in the first quarter in 2021 and...

Fidelity Launches New Metaverse Fund and Virtual Space
Crypto Channel

Fidelity Launches New Metaverse Fund and Virtual Space

Fidelity Investments is expanding the way it seeks to reach younger investors with the launch of...

Looking Ahead at Why Diversification in Crypto Matters
Crypto Channel

Looking Ahead at Why Diversification in Crypto Matters

Ethereum is on the cusp of a major network upgrade this summer that is set to completely change...

Better Healthcare Does Lead to Longer Lives
Dual Impact Channel

Better Healthcare Does Lead to Longer Lives

Researchers from the Framington Heart Study, a multi-generational study that began in 1948, have...

How KWEB Dodged Didi’s Demise
China Insights Channel

How KWEB Dodged Didi’s Demise

Didi is preparing to delist from the New York Stock Exchange as the embroiled Chinese...

ETF Prime: Active Management, Cannabis, and More
ETF Prime

ETF Prime: Active Management, Cannabis, and More

On this week’s episode of ETF Prime, host Nate Geraci is joined byTodd Rosenbluth, head of...

How to Invest in Europe's Clean Energy Transition
Climate Insights Channel

How to Invest in Europe's Clean Energy Transition

The Russia-Ukraine war remains an ongoing humanitarian crisis and has had far-reaching, deep...

On the Front Lines of Cybersecurity at Cyber Wargames
Modern Alpha Channel

On the Front Lines of Cybersecurity at Cyber Wargames

NATO countries and Ukraine are gathering their best and brightest cyber experts for the annual...

As China’s Monetary Policy Eases, Q1 GDP Rises
China Insights Channel

As China’s Monetary Policy Eases, Q1 GDP Rises

The first quarter of 2022 saw GDP growth in China higher than was expected, coming in at a 4.8%...

10 Highest-Paid CEOs All Men: The Case For Diversity
Dual Impact Channel

10 Highest-Paid CEOs All Men: The Case For Diversity

The highest-paid CEO in 2021 was Patrick Gelsinger of Intel, who brought in $170 million in stock...

Yahoo Finance: Dave Nadig Live From Exchange
News

Yahoo Finance: Dave Nadig Live From Exchange

On this week’s “ETF Report” hosted on Yahoo Finance, Dave Nadig, Financial Futurist for ETF...

The Case for ESG Investing as Flows Explode
Climate Insights Channel

The Case for ESG Investing as Flows Explode

ESG funds are sweeping up investor interest and their money so far this year as increasingly more...

ETF of the Week: Franklin FTSE Brazil ETF, FLBR
News

ETF of the Week: Franklin FTSE Brazil ETF, FLBR

ETF Trends’ CEO Tom Lydon discusses theFranklin FTSE Brazil ETF (FLBR ) onthis week’s ETF of the...

Intel Set to Become Key US Crypto Miner Supplier
Crypto Channel

Intel Set to Become Key US Crypto Miner Supplier

China’s banning of cryptocurrencies and crypto mining in the summer of 2021 continues to pay...

Nancy Davis Sees Stagflation Risk Rising
China Insights Channel

Nancy Davis Sees Stagflation Risk Rising

Tuesday’s report of an even higher than anticipated Consumer Price Index at 8.5% saw market...

Ways to Invest in Diversity, Heart Health & Good Causes
Dual Impact Channel

Ways to Invest in Diversity, Heart Health & Good Causes

Regulation concerning ESG metrics reported by countries and utilized by funds is in the works in...

As Macro Worry Drives Crypto Prices, Invest in Assets
Crypto Channel

As Macro Worry Drives Crypto Prices, Invest in Assets

Inflation came in at another record high, this time reaching 8.5% for March in its fastest gain...

Everything Advisors Should Know About Carbon Markets
Climate Insights Channel

Everything Advisors Should Know About Carbon Markets

War in Ukraine has caused a lot of geopolitical uncertainty for broader markets, and concerns...

Live at Exchange: Everything to Know About Active ETFs
News

Live at Exchange: Everything to Know About Active ETFs

Active ETFs are punching above their weight.

While assets in active ETFs currently amount to just...

ETF Edge Live From Exchange: Is China's Investability
China Insights Channel

ETF Edge Live From Exchange: Is China's Investability

Tom Lydon, CEO of ETF Trends, and Brendan Ahern, CIO of KraneShares, discuss if exposure to China...

ETF Edge Live From Exchange: Bitcoin ETF Potentials
Crypto Channel

ETF Edge Live From Exchange: Bitcoin ETF Potentials

Tom Lydon, CEO of ETF Trends, discusses rising interest rates and bond ETFs as well as bitcoin...

Investing in Sustainability and Giving to a Good Cause
Dual Impact Channel

Investing in Sustainability and Giving to a Good Cause

The regulation surrounding ESG funds remains nebulous within the U.S. as the SEC ponders how to...

Concerned For A Recession and Inflation? Consider IVOL
China Insights Channel

Concerned For A Recession and Inflation? Consider IVOL

Economists have increased the odds of a recession in the next 12 months yet again, raising...

Treasury Secretary Gives Hints About Crypto Regulations
Crypto Channel

Treasury Secretary Gives Hints About Crypto Regulations

President Biden’s executive order last month that tasked the major regulatory agencies with...

What to Watch for This Earnings Season
Modern Alpha Channel

What to Watch for This Earnings Season

This earnings season is gearing up to be one that is closely watched by analysts and advisors as...

Investing in Tesla’s Expansion as Austin Plant Opens
Climate Insights Channel

Investing in Tesla’s Expansion as Austin Plant Opens

Tesla CEO Elon Musk took center stage at the official opening of the company’s Austin plant in an...

Robinhood Looking at “Broader Crypto Ecosystem”
Crypto Channel

Robinhood Looking at “Broader Crypto Ecosystem”

Robinhood has announced at the Bitcoin 2022 conference currently underway in Miami, FL that...

Google and Sustainability: Deep Roots and Strong Shoots
Dual Impact Channel

Google and Sustainability: Deep Roots and Strong Shoots

Google may be known for its technological innovation as it continues to drive industries, but its...

ETF of the Week: U.S. Global Jets ETF
News

ETF of the Week: U.S. Global Jets ETF

ETF Trends’ CEO Tom Lydon discusses the U.S. Global Jets ETF (JETS C+)onthis week’s ETF of the...

Expect China’s Real Estate Woes to Continue
China Insights Channel

Expect China’s Real Estate Woes to Continue

Over two dozen Chinese real estate companies failed to meet the March 31 deadline to file their...

Why You Should Consider Carbon Transition Leaders
Climate Insights Channel

Why You Should Consider Carbon Transition Leaders

The Intergovernmental Panel on Climate Change released its third report in a series on climate...

Bitcoin Wobbles, Highlights Perks of Diversified Crypto
Crypto Channel

Bitcoin Wobbles, Highlights Perks of Diversified Crypto

For bitcoin believers, it’s “once more unto the breach” as the popular cryptocurrency...

What the Fertilizer Shortage Indicates for Commodities
Modern Alpha Channel

What the Fertilizer Shortage Indicates for Commodities

Food prices are poised to rise further with supply tightening as the war in Ukraine creates a...

ETF Prime: Flows, Volatility, and Diversity
ETF Prime

ETF Prime: Flows, Volatility, and Diversity

On this week’s episode of ETF Prime, host Nate Geraci is joined by Lara Crigger, managing editor...

This National Wildlife Week, Invest in CLNR
Dual Impact Channel

This National Wildlife Week, Invest in CLNR

April 4–8, 2022, is National Wildlife Week, and the call to action to preserve ecosystems has...

As Dividend Investment Rises, Consider KVLE
China Insights Channel

As Dividend Investment Rises, Consider KVLE

In a difficult market environment for fixed income allocations, advisors and investors are...

Support for Crypto Is Growing on Capitol Hill
Crypto Channel

Support for Crypto Is Growing on Capitol Hill

Gone are the days of crypto being some sort of new and experimental interest, relegated largely...

Countries Wrangle Over Key IPCC Report on Emissions
Climate Insights Channel

Countries Wrangle Over Key IPCC Report on Emissions

The Intergovernmental Panel on Climate Change has been set to release its third report in a...

Investors Say The Time for High-Dividend Stocks Is Now
Modern Alpha Channel

Investors Say The Time for High-Dividend Stocks Is Now

In the search for income in a rising rate environment full of market volatility, with fears of...

TD Ameritrade: Tom Lydon on Q1 ETF Performance
News

TD Ameritrade: Tom Lydon on Q1 ETF Performance

Tom Lydon, CEO of ETF Trends, recently appeared on TD Ameritrade to discuss flows and performance...

OCEN Invests in the Energy Solutions of Tomorrow
Dual Impact Channel

OCEN Invests in the Energy Solutions of Tomorrow

Nextera Energy is one of the energy companies driving innovation and the clean energy transition...

Chinese Stocks Climbing Due to Regulatory Hopes
China Insights Channel

Chinese Stocks Climbing Due to Regulatory Hopes

U.S. stocks of Chinese companies have bounced back from their downward trend after word that...

Bitcoin Miners Contributing to Power Grids
Crypto Channel

Bitcoin Miners Contributing to Power Grids

The banning of cryptocurrency mining and crypto in China has given bitcoin mining the boost it...

ETF of the Week: EMQQ
Emerging Markets Channel

ETF of the Week: EMQQ

ETF Trends’ CEO Tom Lydon discusses theEmerging Markets Internet & Ecommerce ETF (EMQQ C+) on...

Managed Futures Excel During Macro Volatility
China Insights Channel

Managed Futures Excel During Macro Volatility

Volatility seems to have been the theme of this first quarter of 2022; inflationary concerns,...

These Markets Could Benefit From U.S. Gas Export Surge
Climate Insights Channel

These Markets Could Benefit From U.S. Gas Export Surge

The U.S. has committed to helping Europe’s gas crisis through exporting liquified natural gas at...

Healthcare Industry Set for Innovation in Next Decade
Dual Impact Channel

Healthcare Industry Set for Innovation in Next Decade

The new CEO of Johnson & Johnson, Joaquin Duato, believes that healthcare will experience...

Thematic Investing With Goldman Sachs: Episode 6 – GREI
Future ETFs Channel

Thematic Investing With Goldman Sachs: Episode 6 – GREI

In the Thematic Investing series, Tom Lydon, CEO of ETF Trends and ETF Database, alongside...

ETF Prime: ETFs for Inflation and Rising Rates
ETF Prime

ETF Prime: ETFs for Inflation and Rising Rates

On this week’s episode of ETF Prime, host Nate Geraci is joined byTodd Rosenbluth, head of...

WisdomTree Discusses India’s Economy and Outlook
Modern Alpha Channel

WisdomTree Discusses India’s Economy and Outlook

Liqian Ren, Ph.D. and director of modern alpha for WisdomTree, spoke with Pranjul Bhandari, HSBC...

China’s Environmental Focus Has Solid Policy Support
Climate Insights Channel

China’s Environmental Focus Has Solid Policy Support

Regulatory fears drove a lot of investors away from exposure to China in 2021 as various agencies...

U.K.’s Crypto Disaster Could Be A Lesson for U.S.
Crypto Channel

U.K.’s Crypto Disaster Could Be A Lesson for U.S.

March 31 marks the deadline for crypto firms that offer crypto services to register with the U.K....

Thematic Investing With Goldman Sachs: Episode 5 – GBUY
Future ETFs Channel

Thematic Investing With Goldman Sachs: Episode 5 – GBUY

In the Thematic Investing series, Tom Lydon, CEO of ETF Trends and ETF Database, alongside...

The Impact of Recent Lockdowns on China Investments
China Insights Channel

The Impact of Recent Lockdowns on China Investments

Investing in China continues to be a mixed bag of volatility, uncertainty for foreign investors,...

An Equal-Weight Fund With an Impact
Dual Impact Channel

An Equal-Weight Fund With an Impact

Volatility seems to be a predominant theme for markets so far in 2022, and advisors are pivoting...

How GCC can Diversify Within Commodities
Modern Alpha Channel

How GCC can Diversify Within Commodities

Concerns over Fed interest rate increases continue, with the 10-year U.S. Treasury yield hitting...

KGHG Takes New Approach in Tackling Decarbonization
Climate Insights Channel

KGHG Takes New Approach in Tackling Decarbonization

Climate change remains an ever-present looming elephant in the room, and the Russia-Ukraine war...

Wall Street Is Investing More in Crypto — Are You?
Crypto Channel

Wall Street Is Investing More in Crypto — Are You?

Crypto has a market cap of around $2 trillion, a far cry from the S&P 500’s market cap of...

ETF of the Week: Vanguard S&P 500 ETF 'VOO'
News

ETF of the Week: Vanguard S&P 500 ETF 'VOO'

ETF Trends’ CEO Tom Lydon discusses the Vanguard S&P 500 ETF (VOO A)onthis week’s ETF of the...

Restructuring May Cause Inflation; IVOL Hedges
China Insights Channel

Restructuring May Cause Inflation; IVOL Hedges

The increased pressure the war in Ukraine has put on an already-strained global supply chain...

Why Investors Will Love Ethereum 2.0
Crypto Channel

Why Investors Will Love Ethereum 2.0

The transition for the Ethereum network to the upgraded Ethereum 2.0 has just passed one of its...

EU Carbon Allowances Consolidate to New Level
Climate Insights Channel

EU Carbon Allowances Consolidate to New Level

European carbon allowances have settled around a new resistance band of 80 euros for now,...

ETF Prime: A Snapshot of Advisors’ Views on Markets
ETF Prime

ETF Prime: A Snapshot of Advisors’ Views on Markets

On this week’s episode of ETF Prime, host Nate Geraci is joined byETF Trends’CEO Tom Lydon to...

Investing in Cleaner Oceans for World Water Day
Dual Impact Channel

Investing in Cleaner Oceans for World Water Day

World Water Day is March 22 every year and was created to bring awareness to the 2 billion people...

Alibaba Commits to More Buybacks
China Insights Channel

Alibaba Commits to More Buybacks

Chinese e-commerce giant Alibaba has announced that it will be increasing its share buybacks by...

ETF Edge: Active Versus Passive Performance Gap
News

ETF Edge: Active Versus Passive Performance Gap

S&P Global’s president and CEO, Doug Peterson, and ETF Trends and ETF Database’s...

Expect a Continued Semiconductor Chip Shortage
Climate Insights Channel

Expect a Continued Semiconductor Chip Shortage

The demand for semiconductor chips continues to grow globally, outpacing supply constraints in a...

Crypto's Continuing Role in the War in Ukraine
Crypto Channel

Crypto's Continuing Role in the War in Ukraine

While the world continues to respond to the Russian invasion of Ukraine, the cryptosphere has...

EQUL Pushes Back as Pandemic Widens the Gender Gap
Dual Impact Channel

EQUL Pushes Back as Pandemic Widens the Gender Gap

The gender pay gap and focus on diversity at the executive level of companies have taken a more...

Thematic Investing With Goldman Sachs: Episode 4 GSFP
Future ETFs Channel

Thematic Investing With Goldman Sachs: Episode 4 GSFP

In the Thematic Investing series, Tom Lydon, CEO of ETF Trends and ETF Database, alongside...

As Interest Rates Rise, Consider Deflationary Hedges
China Insights Channel

As Interest Rates Rise, Consider Deflationary Hedges

The Federal Reserve raised interest rates 0.25% at the March meeting while laying out the...

ETF of the Week: SPDR S&P Oil and Gas (XOP)
News

ETF of the Week: SPDR S&P Oil and Gas (XOP)

ETF Trends’ CEO Tom Lydon discusses the SPDR S&P Oil and Gas Exploration and Production ETF (...

EV Infrastructure Is Growing and Volvo Is Capitalizing
Climate Insights Channel

EV Infrastructure Is Growing and Volvo Is Capitalizing

Volvo and Starbucks have announced a partnership that will see a buildout of EV charging stations...

WisdomTree Launches Equities and Gold Futures ETF
Modern Alpha Channel

WisdomTree Launches Equities and Gold Futures ETF

WisdomTree Investments announced today in a press release the launch of its newest fund, the...

Why WTV and Buybacks Work in Bear Markets
Modern Alpha Channel

Why WTV and Buybacks Work in Bear Markets

Volatility has been the name of the game in markets since the end of 2021, and with geopolitical...

Ninth Year for Iberdrola on Most Ethical Companies List
Dual Impact Channel

Ninth Year for Iberdrola on Most Ethical Companies List

The world’s largest wind power energy producer, Iberdrola, has made the Ethisphere Institute’s...

KraneShares Adds to Climate Suite
Climate Insights Channel

KraneShares Adds to Climate Suite

KraneShares announced in a press release today the launch of its newest fund, the KraneShares...

ETF Prime: Lara Crigger On Surging Commodities Interest
ETF Prime

ETF Prime: Lara Crigger On Surging Commodities Interest

On this week’s episode of ETF Prime, host Nate Geraci is joined byETF Trends’Lara...

Regulators Ponder Crypto and CBDC Creation
Crypto Channel

Regulators Ponder Crypto and CBDC Creation

The Amplify Transformational Data Sharing ETF (BLOK B-) was the first active ETF to come to...

A Guide to KWEB’s Conversion to Hong Kong Shares
China Insights Channel

A Guide to KWEB’s Conversion to Hong Kong Shares

The announcement last week by the SEC of the five Chinese companies that were not in compliance...

More Women in the Boardroom Equals a Better Business
Dual Impact Channel

More Women in the Boardroom Equals a Better Business

The most recent corporate gender diversity survey by Moody’s Investors Service found that 29% of...

As Carbon Emissions Soar, KRBN Fuels Transition
Climate Insights Channel

As Carbon Emissions Soar, KRBN Fuels Transition

The International Energy Agency released its annual flagship report this month regarding...

Investing for Rising Rates Amidst Lingering Inflation
Modern Alpha Channel

Investing for Rising Rates Amidst Lingering Inflation

The U.S. Treasury Secretary, Janet Yellen, said yesterday that Americans should prepare...

Bitwise’s CIO Praises Executive Order Outcome
Crypto Channel

Bitwise’s CIO Praises Executive Order Outcome

President Biden announced the long-awaited Executive Order regarding digital assets,...

ETF of the Week: PALL
News

ETF of the Week: PALL

ETF Trends’ CEO Tom Lydon discusses the Aberdeen Standard Physical Palladium Shares ETF (PALL A)...

More Chinese Companies Fail HFCAA Compliance
China Insights Channel

More Chinese Companies Fail HFCAA Compliance

In yet another blow for U.S.-listed Chinese stocks, the SEC has announced five companies out of...

GM Electric Vehicles Can Power Homes
Climate Insights Channel

GM Electric Vehicles Can Power Homes

General Motors has announced the launch of a pilot program in California this summer in...

President Biden Issues Executive Order on Crypto
Crypto Channel

President Biden Issues Executive Order on Crypto

President Biden has finally announced the executive order regarding digital assets, which has...

ETF Prime: Dave Nadig Discusses ETFs and Russia
ETF Prime

ETF Prime: Dave Nadig Discusses ETFs and Russia

On this week’s episode of ETF Prime, host Nate Geraci is joined byETF Trends’ Dave Nadig, who...

Riskalyze's Co-Founder & CEO Discusses Markets and Risk
News

Riskalyze's Co-Founder & CEO Discusses Markets and Risk

Tom Lydon, CEO of ETF Trends, recently met with Aaron Klein, co-founder and CEO of Riskalyze, to...

Why Stagflation May be in the Cards & What To Do
China Insights Channel

Why Stagflation May be in the Cards & What To Do

This year has been a difficult one for markets already, with the Nasdaq entering a bear market as...

Coinbase Joins With Sanctions, Blocks Russian Players
Crypto Channel

Coinbase Joins With Sanctions, Blocks Russian Players

Fears regarding the illicit use of crypto in the conflict between Russia and Ukraine have come to...

If an Energy Super Grid Is the Future, China's On Top
Climate Insights Channel

If an Energy Super Grid Is the Future, China's On Top

Energy analysts are predicting that a global super grid of transnationally connected power...

Why Cybersecurity Matters: Digital War & Samsung Hacked
Modern Alpha Channel

Why Cybersecurity Matters: Digital War & Samsung Hacked

South Korean electronics giant Samsung has confirmed that hackers broke into internal company...

Why China’s Economic Growth Target May Be Lower
China Insights Channel

Why China’s Economic Growth Target May Be Lower

Political leaders in China are set to meet on Saturday to discuss the economy as well as current...

Popular Burger Chain Tests Cryptocurrency Waters
Crypto Channel

Popular Burger Chain Tests Cryptocurrency Waters

Shake Shack, a popular burger chain known for its specialty shakes, has announced a current...

What the Ukraine War Means for Future of Crypto
Crypto Channel

What the Ukraine War Means for Future of Crypto

The Russian invasion of Ukraine has seen sweeping sanctions enacted worldwide as countries target...

Carbon Market Volatility Due to Uncertainty
Climate Insights Channel

Carbon Market Volatility Due to Uncertainty

War in Ukraine is having many broader, unanticipated effects in global markets, and one recent...

Finance Leaders Extend Russian Sanctions to Crypto
Crypto Channel

Finance Leaders Extend Russian Sanctions to Crypto

EU economy and finance ministers met on Wednesday to discuss Russian sanctions and the possible...

Top 3 KraneShares Funds by February Flows
China Insights Channel

Top 3 KraneShares Funds by February Flows

The month of February saw continued market volatility as investor sentiment and uncertainty...

War in Ukraine Will Extend Inflation, Says Powell
Modern Alpha Channel

War in Ukraine Will Extend Inflation, Says Powell

Federal Reserve Chairman Jerome Powell said in a meeting before the House panel on Wednesday that...

ETF of the Week: Invesco DB Agriculture Fund
News

ETF of the Week: Invesco DB Agriculture Fund

ETF Trends’ CEO Tom Lydon discusses the Invesco DB Agriculture Fund (DBA A)onthis week’s ETF of...

Thematic Investing With Goldman Sachs: Episode 3 – GDOC
Future ETFs Channel

Thematic Investing With Goldman Sachs: Episode 3 – GDOC

In the Thematic Investing series, Tom Lydon, CEO of ETF Trends and ETF Database, alongside...

A Guide to Bitcoin Hash Rates and Mining
Crypto Channel

A Guide to Bitcoin Hash Rates and Mining

More investors and advisors are showing interest in the crypto economy, with the majority of...

James Bullard on Inflation, Cryptocurrency, and More
Modern Alpha Channel

James Bullard on Inflation, Cryptocurrency, and More

On the most recent episode of the Behind the Markets podcast on Wharton Business Radio, hosts...

U.S. Bond Markets Are Indicating Inflation Is Urgent
China Insights Channel

U.S. Bond Markets Are Indicating Inflation Is Urgent

The invasion of Ukraine by Russia last week saw U.S. government bonds fall temporarily, but they...

The Benefits to Diversifying Across Carbon Markets
Climate Insights Channel

The Benefits to Diversifying Across Carbon Markets

Russia’s invasion of Ukraine has sent markets spiraling even further and has impacted all...

As Investors Flock to Safe Havens, GDMN Soars
Modern Alpha Channel

As Investors Flock to Safe Havens, GDMN Soars

Russia has attacked Ukraine, launching missiles and airstrikes in several cities within Ukraine...

Managed Futures Are Up 10% YTD
China Insights Channel

Managed Futures Are Up 10% YTD

Inflationary pressures and investor sentiment have seen markets fluctuating since the beginning...

ETF of the Week: AXS Astoria Inflation Sensitive ETF
News

ETF of the Week: AXS Astoria Inflation Sensitive ETF

ETF Trends’ CEO Tom Lydon discusses theAXS Astoria Inflation Sensitive ETF (PPI ) on this week’s...

Thematic Investing with Goldman Sachs: GTEK
Future ETFs Channel

Thematic Investing with Goldman Sachs: GTEK

In the Thematic Investing series, Tom Lydon, CEO of ETF Trends and ETF Database, alongside...

Investing in Heart Health as Pandemic Slows
Dual Impact Channel

Investing in Heart Health as Pandemic Slows

The newest cycle of COVID-19 infections may finally signal a downshift to an endemic according to...

What Germany’s Pipeline Freeze Means
Climate Insights Channel

What Germany’s Pipeline Freeze Means

Russia’s deployment of troops into two regions of Ukraine means that Europe’s already-strained...

What Should Be Your Clients' Crypto Allocation?
Crypto Channel

What Should Be Your Clients' Crypto Allocation?

Most advisors at this point have encountered questions regarding crypto from their clients. With...

ETF Prime: Flows, ARK’s Challenges, & Inflation Hedging
ETF Prime

ETF Prime: Flows, ARK’s Challenges, & Inflation Hedging

On this week’s episode of ETF Prime, host Nate Geraci is joined byTom Lydon, CEO of ETF Trends,...

Investing in Crypto Equities Makes Crypto Taxes Easier
Crypto Channel

Investing in Crypto Equities Makes Crypto Taxes Easier

It’s tax season, and for many retail investors new to crypto in 2021, it’s about to be a...

A Guide to the Semiconductor Industry’s Takeoff
China Insights Channel

A Guide to the Semiconductor Industry’s Takeoff

The onset of the pandemic and the subsequent supply chain issues have driven many countries to...

TD Ameritrade: Tom Lydon On Top ETF Picks
News

TD Ameritrade: Tom Lydon On Top ETF Picks

On Friday, Tom Lydon, CEO of ETF Trends, appeared on TD Ameritrade Network to discuss the state...

The Case for a Spot Bitcoin ETF
Crypto Channel

The Case for a Spot Bitcoin ETF

Crypto exchanges have become wildly popular ways for investors looking for access to...

Use KGRN to Play the Renewable Energy Transition
Climate Insights Channel

Use KGRN to Play the Renewable Energy Transition

Political tensions continue to run high between the U.S. and China, but within the clean energy...

WisdomTree’s Ex-U.S. Real Estate Fund to Get Overhaul
Modern Alpha Channel

WisdomTree’s Ex-U.S. Real Estate Fund to Get Overhaul

The WisdomTree Global ex-U.S. Real Estate Fund (DRW C+) is set to undergo some big changes in...

The Argument for Crypto’s Mainstream Staying Power
Crypto Channel

The Argument for Crypto’s Mainstream Staying Power

Crypto may have gotten its start kicking around the edges of the establishment as it sought...

BLOK’s Focus on Bitcoin Miners
Crypto Channel

BLOK’s Focus on Bitcoin Miners

Crypto has had a rough start to the year with cryptocurrencies and crypto equities alike all...

How to Invest in Slower Growth with BNDD
China Insights Channel

How to Invest in Slower Growth with BNDD

We might be edging closer to a post-pandemic world, but the other side looks fairly inward...

ETF of the Week: IQ Healthy Hearts ETF
Dual Impact Channel

ETF of the Week: IQ Healthy Hearts ETF

ETF Trends’ CEO Tom Lydon discusses the IQ Healthy Hearts ETF (HART ) on this week’s ETF of the...

WisdomTree Launches ETF Focused on Energy Storage
Modern Alpha Channel

WisdomTree Launches ETF Focused on Energy Storage

WisdomTree Investments has announced in a press release the launch of its newest ETF, the...

A Guide to Global Carbon Inequity
Climate Insights Channel

A Guide to Global Carbon Inequity

Extreme poverty continues to afflict many countries globally, with the division in wealth only...

Thematic Investing with Goldman Sachs: Key Megatrends
Future ETFs Channel

Thematic Investing with Goldman Sachs: Key Megatrends

In the Thematic Investing series, Tom Lydon, CEO of ETF Trends, alongside experts and innovators...

ETF Prime: Tom Hendrickson on Advisor Crypto Opinions
ETF Prime

ETF Prime: Tom Hendrickson on Advisor Crypto Opinions

On this week’s episode of ETF Prime, host Nate Geraci is joined by Tom Hendrickson, president of...

What Thinner Cryptocurrency Markets Mean
Crypto Channel

What Thinner Cryptocurrency Markets Mean

Cryptocurrencies are fairly synonymous with volatility from an investment standpoint for a...

In the Rotation to Value, Try KSCD
China Insights Channel

In the Rotation to Value, Try KSCD

A general trend of investors moving out of high valuation growth stocks and into dividend-paying...

SEC Has Fired Its First Shot at Cryptocurrency Lenders
Modern Alpha Channel

SEC Has Fired Its First Shot at Cryptocurrency Lenders

The Securities and Exchange Commission announced Monday its agreement in a settlement with...

How Abandoned Coal Mines Might Provide Sustainable Heat
Climate Insights Channel

How Abandoned Coal Mines Might Provide Sustainable Heat

The coal mines of Britain played a significant role in the development of industry, but now with...

Silvergate Using Acquisition for Stablecoin Launch
Crypto Channel

Silvergate Using Acquisition for Stablecoin Launch

Meta (formerly Facebook) came under much criticism and scrutiny in its failed management of the...

As Bitcoin Recovers, Institutional Investors Piling In
Crypto Channel

As Bitcoin Recovers, Institutional Investors Piling In

The fall of crypto stocks in the last month seems to have abated some as bitcoin, the most...

As Inflation Persists, KMLM Offers Different Strategy
China Insights Channel

As Inflation Persists, KMLM Offers Different Strategy

Markets continue to grapple with inflation as investors attempt to price in how aggressively the...

Apple Could Offer iPhone Crypto Payments
Crypto Channel

Apple Could Offer iPhone Crypto Payments

Apple has announced that it will be offering its new service, Tap to Pay for iPhones, later this...

Goldman Sachs Launches Clean Energy ETF
Future ETFs Channel

Goldman Sachs Launches Clean Energy ETF

Goldman Sachs Asset Management announced the launching of their newest sustainability focused...

Green Technology Is the Winner of Beijing Olympics
Climate Insights Channel

Green Technology Is the Winner of Beijing Olympics

As the world watches the victories and defeats of athletes competing in the winter Olympics,...

WisdomTree’s U.S. Mid-Cap Fund Dodges Peloton Pitfall
Modern Alpha Channel

WisdomTree’s U.S. Mid-Cap Fund Dodges Peloton Pitfall

The co-founder and CEO of Peloton, John Foley, is stepping down and will be replaced by former...

Venture Capital Indicates Crypto Is Maturing
Crypto Channel

Venture Capital Indicates Crypto Is Maturing

Venture capital firms invested more money into crypto startups in 2021 than all the previous...

Bond Traders Betting on Tightening but Continued Growth
China Insights Channel

Bond Traders Betting on Tightening but Continued Growth

A strong U.S. jobs report last week has investors within the bond market hedging on greater Fed...

ETF Prime: Dave Nadig on Passive Fear-Mongering
ETF Prime

ETF Prime: Dave Nadig on Passive Fear-Mongering

On this week’s episode of ETF Prime, host Nate Geraci is joined byDave Nadig, director of...

The Case for EV Investment Keeps Getting Stronger
Climate Insights Channel

The Case for EV Investment Keeps Getting Stronger

An Australian company has decided to build a facility in Tennessee that will manufacture chargers...

Investing in Black Voices in Finance
The Responsible Investing Channel

Investing in Black Voices in Finance

The Black community remains systemically underrepresented across all bands of society, from city...

Changes for the Bitwise 10 Large-Cap Crypto Index
Crypto Channel

Changes for the Bitwise 10 Large-Cap Crypto Index

The index subsidiary of Bitwise Asset Management, Bitwise Index Services, announced the changes...

How Fed Tightening Might Impact China’s Internet Sector
China Insights Channel

How Fed Tightening Might Impact China’s Internet Sector

A more hawkish Fed has led to a number of reactions in markets and caused a number of ripples to...

Meta’s Miss Could Have Implications for Crypto
Crypto Channel

Meta’s Miss Could Have Implications for Crypto

Meta, formerly Facebook, lost $232 billion in value on Thursday in trading as the company...

A Case for Investing in Commodities and Bitcoin Futures
Modern Alpha Channel

A Case for Investing in Commodities and Bitcoin Futures

Valuations continue to remain a concern for advisors as inflation remains high and interest rate...

Lessons Learned in the California Carbon Market
Climate Insights Channel

Lessons Learned in the California Carbon Market

Carbon allowance markets are booming, with 2021 seeing a record year of trading within markets;...

More Woes for Crypto Wallet Holders
Crypto Channel

More Woes for Crypto Wallet Holders

Metamask, Binance Chain Wallet, Coinbase Wallet, and over 40 other browser extension wallets are...

Galaxy Digital Tackles ESG Head-On
Crypto Channel

Galaxy Digital Tackles ESG Head-On

Galaxy Digital, a digital assets company, is paving the way for a more sustainable crypto...

As Inflation Soars, Consider Bitcoin a Hedge
Crypto Channel

As Inflation Soars, Consider Bitcoin a Hedge

Inflation continues to soar, and while interest rate increases are looming, for now, the Fed has...

The Olympics Highlight Innovations in China
China Insights Channel

The Olympics Highlight Innovations in China

With the Olympic games set to open February 4, 2022, in Beijing, there has been a flurry of...

ETF of the Week: Simplify Health Care ETF
News

ETF of the Week: Simplify Health Care ETF

ETF Trends’ CEO Tom Lydon discusses the Simplify Health Care ETF (PINK )on this week’s ETF of the...

Global Carbon Market Outperforms in 2021
Climate Insights Channel

Global Carbon Market Outperforms in 2021

Carbon markets, both voluntary and compliance, experienced strong growth in 2021, setting the...

Grayscale Launches Future of Finance ETF
Crypto Channel

Grayscale Launches Future of Finance ETF

Grayscale Investments, the biggest global digital currency asset manager, announced in a press...

A Unique Take on Stagflation, Supply Chains, and China
Active ETF Channel

A Unique Take on Stagflation, Supply Chains, and China

The turning over of the new year has seen all manner of predictions for markets and inflation,...

ETF Prime: ARK, GICS, Bond ETFS, and Future Proof
ETF Prime

ETF Prime: ARK, GICS, Bond ETFS, and Future Proof

On this week’s episode of ETF Prime, host Nate Geraci is joined byLara Crigger, managing editor...

An Advisor’s Guide to Variable Interest Entities
China Insights Channel

An Advisor’s Guide to Variable Interest Entities

Concerns about inflation and valuations have U.S. advisors looking further afield than domestic...

How Nvidia Is Powering the Future of the Metaverse
Crypto Channel

How Nvidia Is Powering the Future of the Metaverse

Nvidia continues to be a pioneer and innovator within its industry, now turning its focus to the...

Grayscale Evaluating New Crypto Coins
Crypto Channel

Grayscale Evaluating New Crypto Coins

Grayscale, the biggest global crypto asset manager, is evaluating 25 new crypto coins for...

Private Equity Could Be Moving the ESG Reporting Needle
The Responsible Investing Channel

Private Equity Could Be Moving the ESG Reporting Needle

Over 70 private equity firms have signed an agreement to collect and report data on emissions,...

Athletes Arrive at Sustainability-Focused Venues
China Insights Channel

Athletes Arrive at Sustainability-Focused Venues

As Omicron continues to affect countries globally, the first Olympic athletes began arriving at...

The Case for Fixed Income Active Management
Active ETF Channel

The Case for Fixed Income Active Management

Active management remains an area that advisors and investors can be fairly critical of, but if...

ETF of the Week: SPDR Blackstone Senior Loan ETF
News

ETF of the Week: SPDR Blackstone Senior Loan ETF

ETF Trends’ CEO Tom Lydon discusses the SPDR Blackstone Senior Loan ETF (SRLN A-) on this week’s...

Alarmed About Spot Crypto Performance? BLOK Diversifies
Crypto Channel

Alarmed About Spot Crypto Performance? BLOK Diversifies

The U.S. central bank has concluded its two-day meeting on fiscal policy and announced that while...

Use VBB to Ride the Regulatory Risk in Crypto
Crypto Channel

Use VBB to Ride the Regulatory Risk in Crypto

Federal regulation regarding cryptocurrencies looks like it’s one step closer, with the Biden...

ETF Edge: Dave Nadig on Active Management
Active ETF Channel

ETF Edge: Dave Nadig on Active Management

Markets have been volatile for a couple months now, and with the turmoil and uncertainty being...

On the Front Lines of Investor Recession Worries
Active ETF Channel

On the Front Lines of Investor Recession Worries

The Fed is set to conclude its two-day meeting on its policies to address the current...

Invest in the Visa of the Digital Economy
Crypto Channel

Invest in the Visa of the Digital Economy

Bank of America believes that Solana could be the Visa of the digital world as the crypto network...

An Issuer’s Perspective on Active and Passive Launches
Active ETF Channel

An Issuer’s Perspective on Active and Passive Launches

Indexing and passive funds have lorded over the ETF landscape for years, but with an influx of...

Investing in the EV Ecosystem With KraneShares
China Insights Channel

Investing in the EV Ecosystem With KraneShares

Environmentally focused and ESG funds saw an influx of money in 2021, with the electric vehicle...

Clean Energy Stocks Down but Certainly Not Out
The Responsible Investing Channel

Clean Energy Stocks Down but Certainly Not Out

Last year saw a raft of investment into sustainable funds and climate technology, but market...

Blockchain Will Impact These 4 Industries in 2022
Crypto Channel

Blockchain Will Impact These 4 Industries in 2022

Companies big and small are beginning to position themselves for the next evolution of the...

Investing in Emerging Markets With FMQQ
Emerging Markets Channel

Investing in Emerging Markets With FMQQ

The growth and availability of smartphones has led to a boom in e-commerce globally, particularly...

TOTR Offers Flexibility Within Bonds
Active ETF Channel

TOTR Offers Flexibility Within Bonds

Treasury yields are climbing at the fastest rate in two decades, with the 10-year Treasury yield...

A Discussion on Advisor Sentiment Towards Crypto
Crypto Channel

A Discussion on Advisor Sentiment Towards Crypto

Bitwise is known within crypto investing as the first and also largest crypto index provider...

ETF of the Week: Alerian Energy Infrastructure ETF
Energy Infrastructure Channel

ETF of the Week: Alerian Energy Infrastructure ETF

ETF Trends’ CEO Tom Lydon discusses the Alerian Energy Infrastructure ETF (ENFR ) on this week’s...

How Investing in EM Currencies Can Help Bond Portfolios
Active ETF Channel

How Investing in EM Currencies Can Help Bond Portfolios

Inflation is now at a 40-year high with a 7% gain year-over-year in the U.S., and inflation has...

Investing in Gender Equity With SHE
The Responsible Investing Channel

Investing in Gender Equity With SHE

Companies in 2021 increased gender and minority representation among their finance chiefs at the...

Active ETFs Navigate the Seas of Investor Sentiment
Active ETF Channel

Active ETFs Navigate the Seas of Investor Sentiment

It’s been a choppy month for markets so far, and it remains to be seen if the volatility is...

Grayscale and Bloomberg Launch Future of Finance Index
Crypto Channel

Grayscale and Bloomberg Launch Future of Finance Index

Grayscale Investments, the largest global crypto asset manager, and Bloomberg have announced in a...

Bitcoin Futures Markets Indicate Volatility Ahead
Crypto Channel

Bitcoin Futures Markets Indicate Volatility Ahead

The bitcoin futures market may be signaling impending volatility with open interest for BTC...

KSCD Offers Value With Quality
China Insights Channel

KSCD Offers Value With Quality

Inflation and rising rates have markets beginning to pivot from the high valuations of growth...

BITQ Captures Coinbase’s Growth in Futures Exchange Acquisition
Crypto Channel

BITQ Captures Coinbase’s Growth in Futures Exchange Acquisition

Coinbase is in the process of purchasing FairX, a Commodity and Futures Trading...

Defense and Income On the Front Lines of Flows
Active ETF Channel

Defense and Income On the Front Lines of Flows

Markets have been off to a volatile start this year, with the Fed indicating a reduction in its...

502: The ARK Transparency ETF CTRU | The Switch
Disruptive Technology Channel

502: The ARK Transparency ETF CTRU | The Switch

This season of “The Switch” is focused on how transparency can impact an organization’s success....

ETF of the Week: ALPS Sector Dividend Dogs ETF, SDOG
ETF Building Blocks Channel

ETF of the Week: ALPS Sector Dividend Dogs ETF, SDOG

ETF Trends’ CEO Tom Lydon discusses the ALPS Sector Dividend Dogs ETF (SDOG B-) on this week’s...

Coinbase's Novel Approach to Employee Retention
Crypto Channel

Coinbase's Novel Approach to Employee Retention

Coinbase, the largest U.S. crypto exchange, has announced that it will be implementing an...

Hedging Portfolio Risk With Managed Futures
China Insights Channel

Hedging Portfolio Risk With Managed Futures

Markets continue to be up and down as investors absorb the ever-increasing inflation data reports...

ESG Investing: Why the Human Element Matters
The Responsible Investing Channel

ESG Investing: Why the Human Element Matters

In a vastly more competitive job market where companies are vying to recruit talented employees,...

In 2021 Bitcoin Came Into Its Own
Crypto Channel

In 2021 Bitcoin Came Into Its Own

Crypto, once viewed a fringe interest, really roared onto the main stage in 2021, gaining...

Global Supply Chain and Inflation Could Get Worse
Active ETF Channel

Global Supply Chain and Inflation Could Get Worse

Omicron is causing the same level of chaos for supply chains as previous variants. China, a...

ETF Prime: A Clash of 2022 ETF Predictions
ETF Prime

ETF Prime: A Clash of 2022 ETF Predictions

On this week’s episode of ETF Prime, host Nate Geraci is joined byDave Nadig, CIO and director of...

Crypto Is Entering the Voluntary Carbon Markets
China Insights Channel

Crypto Is Entering the Voluntary Carbon Markets

As cryptocurrencies and the crypto industry increasingly look to go green, there are a growing...

How Bitcoin Miners Will Benefit From Low Prices
Crypto Channel

How Bitcoin Miners Will Benefit From Low Prices

The current dip that bitcoin is experiencing could benefit the bitcoin mining segment of crypto...

Money Managers Weigh In on 2022 Outlook
Active ETF Channel

Money Managers Weigh In on 2022 Outlook

The environment of high equity valuations and historic inflation is leaving money managers...

501: Defining Transparency | The Switch With ARK Invest
Disruptive Technology Channel

501: Defining Transparency | The Switch With ARK Invest

This season of “The Switch” is focused on how transparency can impact an organization...

Is This the Year Crypto Goes Green?
Crypto Channel

Is This the Year Crypto Goes Green?

Bitcoin, the world’s largest cryptocurrency, has a well-established history of negative...

A Guide to the Alphabet Soup of ESG Investing
The Responsible Investing Channel

A Guide to the Alphabet Soup of ESG Investing

Sustainability, governance, emissions, ESG, impact investing, SRI; socially conscious funds come...

ETF of the Week: IVOL
China Insights Channel

ETF of the Week: IVOL

ETF Trends’ CEO Tom Lydon discusses theQuadratic Interest Rate Volatility & Inflation Hedge...

2022 Is the Year for Active Management
Active ETF Channel

2022 Is the Year for Active Management

Inflation has been on the radar as a concern for investors and advisors for at least the last...

Use BITQ to Diversify Your Crypto Portfolio
Crypto Channel

Use BITQ to Diversify Your Crypto Portfolio

Bitcoin is once again on the move, and not for the better. The popular cryptocurrency hit its...

Is Your Portfolio Prepared for ESG Innovation?
The Responsible Investing Channel

Is Your Portfolio Prepared for ESG Innovation?

Growing focus on sustainability and climate change in 2021 saw an influx into environmental,...

Investing in the Electric Vehicle Industry With KARS
China Insights Channel

Investing in the Electric Vehicle Industry With KARS

Tesla logged its sixth consecutive quarter of record deliveries in December, delivering 308,600...

ETF Prime: 2022 ETF Industry Preview
ETF Prime

ETF Prime: 2022 ETF Industry Preview

On this week’s episode of ETF Prime, host Nate Geraci is joined by Lara Crigger, managing editor...

Crypto Brought in $9.3 Billion in 2021
Crypto Channel

Crypto Brought in $9.3 Billion in 2021

Investment managers in crypto ended 2021 with $62.5 billion in assets under management, with...

Crypto Assets Climbing While Bitcoin Slides
Crypto Channel

Crypto Assets Climbing While Bitcoin Slides

Despite a recent downslide by bitcoin, several crypto equities within the crypto sector are...

2022 Could Also Be Stellar for Fixed Income Active ETFs
Active ETF Channel

2022 Could Also Be Stellar for Fixed Income Active ETFs

Last year was a record year for ETFs, with net inflows of $910 billion into U.S.-listed ETFs, and...

Expect ESG to Drive Markets in 2022
The Responsible Investing Channel

Expect ESG to Drive Markets in 2022

Environmental, social, and governance (ESG) funds brought in around $120 billion in flows last...

Onshore Chinese Stocks Grew in 2021
China Insights Channel

Onshore Chinese Stocks Grew in 2021

Chinese companies listed in the U.S. took a pummeling last year as foreign investors reacted to...

Motley Fool Launches 2 New ETFs
News

Motley Fool Launches 2 New ETFs

Motley Fool Asset Management announced in a press release the launch of two new index-based ETFs...

ETF of the Week: iShares TIPS Bond ETF
News

ETF of the Week: iShares TIPS Bond ETF

ETF Trends’ CEO Tom Lydon discusses the iShares TIPS Bond ETF (TIP A-)on this week’s ETF of the...

Uncertain if Cryptocurrency Is a Security?
Crypto Channel

Uncertain if Cryptocurrency Is a Security? There’s a Reason for That

Advisors remain leery of the crypto space for a variety of reasons, but perhaps one of the most...

404: Why Innovation Is Key | “The Switch” With ARK Invest
Disruptive Technology Channel

404: Why Innovation Is Key | “The Switch” With ARK Invest

This season of “The Switch” is focused on how innovation performs in times of market turmoil. For...

3 Active ETF Trends Advisors Should Expect in 2022
Active ETF Channel

3 Active ETF Trends Advisors Should Expect in 2022

The ETF industry has been growing at a torrential pace in 2021, with the vast majority of new...

AXS Investments Announces New Inflation-Sensitive ETF
News

AXS Investments Announces New Inflation-Sensitive ETF

With inflation at the forefront of concerns for investors and advisors going into the new year,...

Use BLOK to Stay on the Frontlines of Crypto Innovation
Crypto Channel

Use BLOK to Stay on the Frontlines of Crypto Innovation

TheAmplify Transformational Data Sharing ETF (BLOK B-) was the first ETF related to blockchain to...

Find Investment Income in 2022 in the Midstream
Energy Infrastructure Channel

Find Investment Income in 2022 in the Midstream

For bond investors and the bond portion of portfolios, it’s a tough time. Inflation and the...

What a Record ESG Year in 2021 Means for 2022
The Responsible Investing Channel

What a Record ESG Year in 2021 Means for 2022

ESG funds and priorities took center stage at several points during the year as increasingly more...

American Century Predicts 2022 Investment Opportunities
Core Strategies Channel

American Century Predicts 2022 Investment Opportunities

Year two of the COVID-19 pandemic brought the beginnings of global economic recovery and with it...

Infrastructure Capital Advisors Launches Active ETF
Active ETF Channel

Infrastructure Capital Advisors Launches Active ETF

Infrastructure Capital Advisors has announced in a press release the launch of its newest ETF,...

Why KESG Is Positioned for Growth Opportunities
Climate Insights Channel

Why KESG Is Positioned for Growth Opportunities

The regulations in China are what took center stage for many investors when looking back at the...

ETF Prime: Best & Worst Performing ETFs of 2021
ETF Prime

ETF Prime: Best & Worst Performing ETFs of 2021

On this week’s episodeof ETF Prime, host Nate Geraci is joined by Tom Lydon, CEO of ETF Trends,...

6 Crypto Milestones of 2021: A Year by the Numbers
Crypto Channel

6 Crypto Milestones of 2021: A Year by the Numbers

The bitcoin market cap surpassed $3 trillion this year as retail and institutional investors...

Active Management a Big Trend of 2021
Active ETF Channel

Active Management a Big Trend of 2021

It’s been a huge year for the ETF industry with the launch of a record number of new funds,...

Bullish Crypto Trend to Continue in 2022
Crypto Channel

Bullish Crypto Trend to Continue in 2022

It’s been a great year for crypto, and many analysts are anticipating 2022 making equally big...

Invest in Top Tech Stock of 2021 With PTNQ
Nasdaq Portfolio Solutions Channel

Invest in Top Tech Stock of 2021 With PTNQ

Alphabet has been the top tech outperformer to beat for the year, with stocks gaining nearly 70%...

Top 5 State Street Global Advisors ESG Funds
The Responsible Investing Channel

Top 5 State Street Global Advisors ESG Funds

It’s been a big year for ESG funds as increasingly more investors and advisors prioritize...

T. Rowe Price CEO Cautions Investors on Risk
Active ETF Channel

T. Rowe Price CEO Cautions Investors on Risk

The CEO of $1.6 trillion active asset management firm T. Rowe Price, Bill Stromberg, warned...

Why Investors Flocked to KWEB
China Insights Channel

Why Investors Flocked to KWEB

Investors are currently looking to find those pockets of opportunity to log their losses as they...

KRBN Captures Global Drive to Reduce Emissions
Climate Insights Channel

KRBN Captures Global Drive to Reduce Emissions

The recent climate summit in November saw many countries committing to be more aggressive about...

Navigate Crypto Regulatory Waters in 2022 With BITQ
Crypto Channel

Navigate Crypto Regulatory Waters in 2022 With BITQ

This year saw an enormous amount of growth for crypto assets, and next year is anticipated to...

Could There Be a Big Bitcoin Crash Next Year?
Crypto Channel

Could There Be a Big Bitcoin Crash Next Year?

2021 was a meteoric year for crypto, with bitcoin looking to end the year almost 70% up from its...

ETF of the Week: Simplify Interest Rate Hedge ETF
News

ETF of the Week: Simplify Interest Rate Hedge ETF

ETF Trends’ CEO Tom Lydon discussed the Simplify Interest Rate Hedge ETF (PFIX B) on this...

T. Rowe Price a Top Three Asset Manager
Active ETF Channel

T. Rowe Price a Top Three Asset Manager

Peregrine Communications recently released its annual Global 100 Report that ranked asset...

Once Launched, These ETFs Offer Contradictory Exposures
The Responsible Investing Channel

Naughty or Nice? Once Launched, These ETFs Will Offer Contradictory Exposures

In the season of environmental, social, and governance (ESG) focus, funds usually fall into one...

Infrastructure Spending Lifting Energy Infrastructure
Energy Infrastructure Channel

Infrastructure Spending Lifting Energy Infrastructure

The U.S. Department of Energy announced today in a press release that it has created the Office...

Despite Volatility, Crypto Finishing Strong
Crypto Channel

Despite Volatility, Crypto Finishing Strong

The most recent bitcoin crash has investors once again reconsidering exposure to one of the most...

ARK Introduces CTRU and Invests in Transparency
Disruptive Technology Channel

ARK Introduces CTRU and Invests in Transparency

Earlier this month, ARK Investment Management launched the ARK Transparency ETF (CTRU ), an ETF...

The BAD Investment Company Announces Flagship ETF
News

The BAD Investment Company Announces Flagship ETF

On Wednesday, The BAD Investment Company the launch of the BAD ETF. The indexed large-cap fund is...

This Month’s Quadruple Witching Sets Record
Core Strategies Channel

This Month’s Quadruple Witching Sets Record

Quadruple witching day comes four times a year, and this most recent one brought with it record...

What the “Difficulty Bomb” Delay Implies for Ether
Crypto Channel

What the “Difficulty Bomb” Delay Implies for Ether

Last Thursday saw the activation of the newest upgrade on the Ethereum network, Arrow Glacier....

Is Your Portfolio Prepared for Omicron Impacts?
Nasdaq Portfolio Solutions Channel

Is Your Portfolio Prepared for Omicron Impacts?

Within one week, Omicron has become the most prevalent variant in the U.S., overshadowing Delta...

Bitcoin Might Not Be That Decentralized After All
Crypto Channel

Bitcoin Might Not Be That Decentralized After All

Bitcoin is the largest and arguably most sensationalized of all the cryptocurrencies available,...

403: Ark’s Efforts During Expansion and Contraction | The Switch
Disruptive Technology Channel

403: Ark’s Efforts During Expansion and Contraction | The Switch

This season of “The Switch” is focused on how innovation performs in times of market turmoil....

Expect No Stop Soon For Omicron Impacts
Innovative ETFs Channel

Expect No Stop Soon For Omicron Impacts

The World Economic Forum has just postponed for the second year in a row its annual meeting in...

A Guide to Understanding Taxes in Midstream Investing
Energy Infrastructure Channel

A Guide to Understanding Taxes in Midstream Investing

Midstream companies have engaged in heavy buybacks and increased distributions this year due to...

Telling the Difference Between ESG and Impact Investing
The Responsible Investing Channel

Telling the Difference Between ESG and Impact Investing

A common mistake investors and advisors can make is the belief that environmental, social, and...

Locating Income During Market Volatility With MUSI
Core Equity Channel

Locating Income During Market Volatility With MUSI

Markets look to be edging close to a negative close for the week as volatility driven by Omicron...

Federated Hermes Launches New Short-Duration Fixed Income ETFs
Active ETF Channel

Federated Hermes Launches New Fixed Income ETFs

Federated Hermes, an active management firm with a focus on sustainable investing, has announced...

Have You Primed Your Portfolio for Rising Rates?
Nasdaq Portfolio Solutions Channel

Have You Primed Your Portfolio for Rising Rates?

At its most recent meeting on Wednesday, the Federal Reserve announced that it will increase its...

Ford Sets Sights On Tesla as EV Demand Surges
Climate Insights Channel

Ford Sets Sights On Tesla as EV Demand Surges

Tesla has long been the number one manufacturer of electric vehicles and will most likely account...

Bitwise Launches New Fund Centered on NFTs
Crypto Channel

Bitwise Launches New Fund Centered on NFTs

Bitwise Asset Management announced in a press release today the launch of their newest fund, the...

What Trump-Era Rollbacks on ESG Investments Mean
The Responsible Investing Channel

What Trump-Era Rollbacks on ESG Investments Mean

The Department of Labor has just concluded its 60-day public comment period on the rollback of...

BlackRock Announces New Thematic ETF, 'BTHM'

BlackRock Announces New Thematic ETF, 'BTHM'

On Thursday, BlackRock launched its newest ETF, the BlackRock Future U.S. Themes ETF (BTHM C+), a...

Direxion Adds Two New ETFs to Their Leveraged Lineup
Leveraged & Inverse ETF Channel

Direxion Adds Two New ETFs to Their Leveraged Lineup

On Thursday, Direxion announced the launch of two new leveraged ETF offerings focused around...

As Bitcoin Prices Crashed, Crypto Miners Took Hit
Crypto Channel

As Bitcoin Prices Crashed, Crypto Miners Took Hit

Bitcoin’s most recent losses have put it relatively even with prices from the beginning of...

An Advisor’s Guide to Preferred Stocks and Convertible Bonds
Core Strategies Channel

An Advisor’s Guide to Preferred Stocks and Convertible Bonds

There are a wide range of strategies and securities available for advisors to manage the...

How to Invest in Biotech Next Year
Nasdaq Portfolio Solutions Channel

How to Invest in Biotech Next Year

It’s been a hard year for a lot of the biotech industry, with many hedge funds ending the year...

TBUX's Short Duration Is an Answer to Interest Rate Ambiguity
Active ETF Channel

TBUX's Short Duration Is an Answer to Interest Rate Ambiguity

For now, the Federal Reserve has chosen to pivot away from its focus on COVID recovery, instead...

Institutional Investors Expect Active ETFs to Double
Active ETF Channel

Institutional Investors Expect Active ETFs to Double

Institutional investors anticipate volatility to not only continue into next year but also to...

ETF Prime: What’s Next for ETFs and the Markets?
ETF Prime

ETF Prime: What’s Next for ETFs and the Markets?

On this week’s episode of ETF Prime, host Nate Geraci is joined by ETF Trends’ CIO and director...

What Energy Transfer’s Recent Acquisition Implies
Energy Infrastructure Channel

What Energy Transfer’s Recent Acquisition Implies

Energy Transfer LP, a Dallas-based company, has completed the acquisition of Enable Midstream...

Snag a Slice of the Discounted Small-Cap Pie
Core Strategies Channel

Snag a Slice of the Discounted Small-Cap Pie

Small-cap companies are currently trading at big discounts versus their large-cap peers, proving...

2021's Top 5 China ETFs by Inflows
China Insights Channel

2021's Top 5 China ETFs by Inflows

It’s been a volatile year for foreign investors with exposure to China, but one fund has had an...

J.P. Morgan Announces Active Sustainability ETF
The Responsible Investing Channel

J.P. Morgan Announces Active Sustainability ETF

J.P. Morgan has announced in a press release the launch of their first active, sustainable ETF,...

Meta Shareholders Demand ESG Accountability
The Responsible Investing Channel

Meta Shareholders Demand ESG Accountability

Eight shareholder proposals were filed at the annual company meeting for Facebook (now called...

Don’t Make This Common Error Regarding ETF Liquidity
Core Strategies Channel

Don’t Make This Common Error Regarding ETF Liquidity

Exchange traded funds have experienced another record-breaking year of inflows, and as more...

An Active Management Tactic to Flatten the Yield Curve
Active ETF Channel

An Active Management Tactic to Flatten the Yield Curve

The Fed is set to meet Wednesday of this week to discuss plans for tapering and accelerating the...

402: Volatility Is Not a Bad Word | 'The Switch'
Disruptive Technology Channel

402: Volatility Is Not a Bad Word | 'The Switch'

This season of “The Switch” is focused on how innovation performs in times of market turmoil. In...

What Didi’s Delisting Implies For Your Portfolio
China Insights Channel

What Didi’s Delisting Implies For Your Portfolio

The popular Chinese ride-hailing app Didi is delisting from the New York Stock Exchange and will...

Equities can be a Defensive Crypto Approach
Crypto Channel

Equities can be a Defensive Crypto Approach

Some investors still view crypto as a fad and too speculative for their risk tolerance, but as...

Traverse Choppy Inflation Waters With Active Management
Active ETF Channel

Traverse Choppy Inflation Waters With Active Management

The consumer price index released November’s data, revealing somewhat higher-than-anticipated...

4 Things Investors Could Weigh As Climate Transitions
The Responsible Investing Channel

4 Things Investors Could Weigh As Climate Transitions

Priorities are changing for long-term investors as the climate change transition really begins to...

Is It Time to Pivot Away From Big Tech?
Core Strategies Channel

Is It Time to Pivot Away From Big Tech?

While markets continue to grapple with all the continuing inflationary pressures, the performance...

Top 10 Active ETFs by Flows
Active ETF Channel

Top 10 Active ETFs by Flows

The year is close to wrapping up, and while December will still see a flurry of activity within...

Global X’s Latest Launch Offers Exposure to Vietnam
Thematic Investing Channel

Global X’s Latest Launch Offers Exposure to Vietnam

Global X ETFs announced in a press release the launch of its newest internationally-focused ETF,...

Six Cryptocurrency Executives Testify Before House
Crypto Channel

Six Cryptocurrency Executives Testify Before House

Six of the crypto world’s top executives testified yesterday before the House Financial Services...

Direxion Launches mRNA Technology-Focused ETF
Leveraged & Inverse ETF Channel

Direxion Launches mRNA Technology ETF, MSGR

Direxion has announced today in a press release the launch of their newest ETF that focuses on...

3 Reasons the Climate Transition May Impact Portfolios
The Responsible Investing Channel

3 Reasons the Climate Transition May Impact Portfolios

The transition to net-zero carbon emissions for economies isn’t one that is going to happen in a...

How to Invest in China’s Climate Change Transition
Climate Insights Channel

How to Invest in China’s Climate Change Transition

China is working to limit emissions and reach climate change goals within its borders, along with...

AVUS Uses Diversification to Navigate US Inflation
Core Strategies Channel

AVUS Uses Diversification to Navigate US Inflation

The inflation that the U.S. is currently experiencing is historic in two major ways: it is both...

The Case for Investing in the Midstream Despite Volatility
Energy Infrastructure Channel

The Case for Investing in the Midstream Despite Volatility

While midstream performance is somewhat correlated to the price fluctuations of oil, it continues...

DeFi Will Benefit From Coinbase’s Cryptography Library
Crypto Channel

DeFi Will Benefit From Coinbase’s Cryptography Library

Coinbase, the fourth-largest cryptocurrency exchange worldwide by trading volume, has launched an...

BNY Mellon’s Latest ETF Offers Active Equity Exposure
Active ETF Channel

BNY Mellon’s Latest ETF Offers Active International Equity Exposure

BNY Mellon Investment Management has announced in a press release the launch of its newest fund,...

How to Use Tax-Loss Harvesting to Maximize Returns
Core Strategies Channel

How to Use Tax-Loss Harvesting to Maximize Returns

The end of the year generally sees a flurry of activity within the ETF space as advisors and...

Peter Lynch Wants to Avoid Passive Investing
Active ETF Channel

Peter Lynch Wants to Avoid Passive Investing

Active management has seen a boost in the last year from the interest in ESG funds and the...

Don’t Miss This Leveraged Nasdaq ETF’s Incredible Run
Nasdaq Portfolio Solutions Channel

Don’t Miss This Leveraged Nasdaq ETF’s Incredible Run

Last week saw investors betting big on the triple leveraged ProShares UltraPro QQQ ETF (TQQQ B+),...

Art Enthusiasts to Crypto Fans: The Draw of NFTs
Crypto Channel

Art Enthusiasts to Crypto Fans: The Draw of NFTs

Miami Beach, Florida, saw art enthusiasts of all types flocking in for one of the premier global...

Expect Midstream Industry Growth to Continue in 2022
Energy Infrastructure Channel

Expect Midstream Industry Growth to Continue in 2022

North American midstream companies are expected to continue exhibiting growth within their...

China’s Economy Got a Lift From Central Bank Easing
China Insights Channel

China’s Economy Got a Lift From Central Bank Easing

The People’s Bank of China has announced that it would once again be reducing the reserve...

401: Innovation In Troubled Times | "The Switch"
Disruptive Technology Channel

401: Innovation In Troubled Times | "The Switch" With ARK Invest

Season four of “The Switch” is focused on how innovation performs in times of market...

The Metaverse and Blockchain Are Just Beginning
Crypto Channel

The Metaverse and Blockchain Are Just Beginning

Looking ahead to next year, major highlights will likely include the growth of the crypto...

Omicron May Not Be as Bad: Investing Amidst Uncertainty
Core Strategies Channel

Omicron May Not Be as Bad: Investing Amidst Uncertainty

It may be too early to draw any kind of definitive conclusions regarding the severity of Omicron,...

Prepare for ESG Investing to Quadruple by End of Decade
The Responsible Investing Channel

Prepare for ESG Investing to Quadruple by End of Decade

Global investing into ESG and sustainability funds is currently at a historic $8 trillion but...

Crypto Executives to Meet Congressional Scrutiny
Crypto Channel

Crypto Executives to Meet Congressional Scrutiny

Eight CEOs from major crypto firms have been called to testify before the U.S. House Financial...

Rely on Active Management in Inflationary Uncertainty
Active ETF Channel

Rely on Active Management in Inflationary Uncertainty

A top Federal Reserve official just warned that if Omicron turns out to be more virulent than the...

EQRR Provides Performance in Rising Rate Environments
Nasdaq Portfolio Solutions Channel

EQRR Provides Performance in Rising Rate Environments

The Labor Department announced that in November, only 210,000 jobs were added on an expectation...

New, Free ESG Data Platform Reflects Investor Wishes
The Responsible Investing Channel

New, Free ESG Data Platform Reflects Investor Wishes

With ESG regulations still murky and unclear in the United States in particular, global financial...

Enron’s Legacy: The Value of Governance
Energy Infrastructure Channel

Enron’s Legacy: The Value of Governance

Today marks the 20-year anniversary of energy giant Enron going bust in what was then the largest...

Searching for Bonds? Consider Munis Amidst Volatility
Core Strategies Channel

Searching for Bonds? Consider Munis Amidst Volatility

The $1.2 trillion infrastructure investment bill didn’t contain any provisions for municipal...

ProShares CEO Sapir Named on 2021 Bloomberg 50 List
Crypto Channel

ProShares CEO Sapir Named on 2021 Bloomberg 50 List

The Bloomberg Businessweek recently announced its annual list of the top leaders, innovators and...

Defiance Launches First ETF Aimed at NFTs
Crypto Channel

Defiance Launches First ETF Aimed at NFTs

Defiance ETFs announced today in a press release the launch of the very first ETF that offers...

Mount Yale Capital Group Launches Pair of AI ETFs
Active ETF Channel

Mount Yale Capital Group Launches Pair of AI ETFs

Princeton Fund Advisors, LLC, a wholly owned subsidiary of Mount Yale Capital Group, has...

Investing in China's EV Evolution
Climate Insights Channel

Investing in China's EV Evolution

Contemporary Amperex Technology Co. (CATL) experienced a rise in stocks last Monday that saw it...

Active Management Can Remove Guesswork
Active ETF Channel

Active Management Can Remove Guesswork

There is so much that is unknown about the Omicron variant and what its long-term effects will be...

Large Companies Drive November Growth
Nasdaq Portfolio Solutions Channel

Large Companies Drive November Growth

November jobs reports and unemployment figures reflect an economy not just recovering but...

Don’t Fly By the Opportunity to Buy the Dip in JRNY
ETF Building Blocks Channel

Don’t Fly By the Opportunity to Buy the Dip in JRNY

Although not much is known definitively about the newest variant yet, the threat of Omicron is...

Buybacks Went Up for Energy Infrastructure Companies
Energy Infrastructure Channel

Buybacks Went Up for Energy Infrastructure Companies

The third quarter saw a big uptick in the amount of buybacks by midstream and MLP companies, more...

Use XLG to Capture Market Rebound
ETF Education Channel

Use XLG to Capture Market Rebound

Stocks are bouncing back after the initial panic sell on Friday after the announcement of the...

Institutional Investors Discuss Decarbonization
Institutional Income Strategies Channel

Institutional Investors Discuss Decarbonization

A recent study by State Street Global Advisors asked over 300 institutional investors what some...

A Good Time to Buy Into California’s Carbon Markets
China Insights Channel

A Good Time to Buy Into California’s Carbon Markets

The 29th carbon market auction just recently happened for the California and Quebec California...

Markets Welcome Biden’s Promise of No Lockdowns
Core Strategies Channel

Markets Welcome Biden’s Promise of No Lockdowns

President Biden reassured the public on Monday morning at a press release that he is not...

An Introduction to TCHP’s Brand New Portfolio Manager
Active ETF Channel

An Introduction to TCHP’s Brand New Portfolio Manager

Asset management firm T. Rowe Price prides itself on the level of experience its portfolio...

How KMLM Handles Energy, Commodities, and Crypto
China Insights Channel

How KMLM Handles Energy, Commodities, and Crypto

Mount Lucas president and CIO Tim Rudderow recently sat down with KraneShares to discuss managed...

Institutional Investors’ ESG Priorities Have Altered
The Responsible Investing Channel

Institutional Investors’ ESG Priorities Have Altered

A recent study done by State Street Global Advisors asked over 300 institutional investors their...

Income and Personal Spending Went Up in October
Core Strategies Channel

Income and Personal Spending Went Up in October

Economic recovery is continuing in the midst of historic inflation, with the average U.S....

An Overview on the Renewable Energy Infrastructure
Energy Infrastructure Channel

An Overview on the Renewable Energy Infrastructure

The transition from fossil fuel energy to renewable energies is an inevitable one for the energy...

ETF Prime: Hedging Inflation With ETFs
ETF Prime

ETF Prime: Hedging Inflation with ETFs

On this week’s episode of ETF Prime, host Nate Geraci speaks with president of ETF Trends and ETF...

Markets Support Continuity as Biden Nominates Powell
Portfolio Strategies Channel

Markets Support Continuity as Biden Nominates Powell

Markets that had been waiting for Biden’s announcement of his nomination for the chair of...

The Worst of the Supply Chain Snarls May Be Easing
Active ETF Channel

The Worst of the Supply Chain Snarls May Be Easing

The issues with supply chains might finally be plateauing as the global economy continues through...

Low Management Fees Help Institutional Investors Save
Institutional Income Strategies Channel

Low Management Fees Help Institutional Investors Save

A survey from investment consultant Callan has found that expenses incurred from management fees...

KSTR Captures the Momentum of Promising Technology
China Insights Channel

KSTR Captures the Momentum of Promising Technology

Chinese regulations hit the technology sector hard this year, but companies have pivoted to meet...

Renewable Energy Transition Needs to Happen Quickly
The Responsible Investing Channel

Renewable Energy Transition Needs to Happen Quickly

At the recent climate summit, there was largely an acknowledgement by global leaders of the...

Comprehending Common Risks to Retirement Investing
Core Strategies Channel

Comprehending Common Risks to Retirement Investing

Planning for retirement income has become increasingly more complicated amidst changing markets,...

A Look Ahead at Bitcoin's Potential Evolutions
Crypto Channel

A Look Ahead at Bitcoin's Potential Evolutions

Bitcoin has had its first major upgrade in years, one that improves smart contracts on the...

Active Management ETFs Mix With Fixed Income Strategies
Active ETF Channel

Active Management ETFs Mix With Fixed Income Strategies

At the end of last month, T. Rowe Price launched three new additions to their lineup of actively...

Nvidia and Tech Companies Boosting Nasdaq
Nasdaq Portfolio Solutions Channel

Nvidia and Tech Companies Boosting Nasdaq

It’s been a largely positive earnings season, particularly for tech companies. Nvidia yesterday...

Seeking Calmer Waters Amidst Choppy Markets With RSP
Portfolio Strategies Channel

Seeking Calmer Waters Amidst Choppy Markets With RSP

The technology sector is on the rise again and has been catapulted upwards by Nvidia’s (NVDA)...

SEC Boosts Access to Board Seats for Activist Investors
The Responsible Investing Channel

SEC Boosts Access to Board Seats for Activist Investors

Activist investors and hedge funds just got a boost from the Securities and Exchange Commission...

Looking to TAGG Team Bonds With T. Rowe Price
Active ETF Channel

Looking to TAGG Team Bonds With T. Rowe Price

Within bond markets, active managers consistently outperform their benchmarks at significantly...

BITQ Can Mitigate Cryptocurrency Crashes
Crypto Channel

BITQ Can Mitigate Cryptocurrency Crashes

Cryptocurrencies continue to live up to their high-risk profiles as bitcoin, ether and other top...

Overturned Solar Panel Tariffs Will Benefit KGRN
China Insights Channel

Overturned Solar Panel Tariffs Will Benefit KGRN

A judge in the U.S. who rules over trade issues has just overturned Trump’s tariffs on solar...

First Trust Launches Limited Duration Bond ETF, 'FSIG'
News

First Trust Launches Limited Duration Bond ETF, 'FSIG'

First Trust has announced the release of their newest ETF that invests in corporate bonds with...

New High-Yield Bonds ETF, AHYB
Core Strategies Channel

New High-Yield Bonds ETF, AHYB

American Century Investments has partnered with Nomura Asset Management to launch a new active...

Worry-Free Investing in Uncertain Markets
Nasdaq Portfolio Solutions Channel

Worry-Free Investing in Uncertain Markets

A recent survey from Fidelity and Guaranty Life has reported that the vast majority of investors...

RSP Provides Weight to Hopeful Holiday Spending
Portfolio Strategies Channel

RSP Provides Weight to Hopeful Holiday Spending

Markets are breathing a collective sigh of relief as earnings from major box store retail chains...

Invesco Launches Equal-Weight ESG ETF
Portfolio Strategies Channel

Invesco Launches Equal-Weight ESG ETF

Invesco, the pioneering firm behind smart beta within the ETF space, announced in a press release...

Why Active Traders Resist Orders at Market Bookends
Active ETF Channel

Why Active Traders Resist Orders at Market Bookends

The ETF industry is booming, continuing to set records with inflows and assets under management....

Nottingham Announces Three ETF Conversions
Active ETF Channel

Nottingham Announces Three ETF Conversions

The Nottingham Company, a consultant for mutual funds and ETFs and an ETF administrator, has...

Shareholders Are Powering ESG Investment Growth
The Responsible Investing Channel

Shareholders Are Powering ESG Investment Growth

A survey conducted recently found that, perhaps surprisingly, it wasn’t the potential for returns...

Invest in Sustainable Cryptocurrency Mining with BLOK
Crypto Channel

Invest in Sustainable Cryptocurrency Mining With BLOK

In the November newsletter for the Amplify Transformational Data Sharing ETF (BLOK B-), the...

New Global Carbon Market Constructed
China Insights Channel

New Global Carbon Market Constructed

This year’s UN global climate summit finally saw the creation of a worldwide carbon market that...

Retail Relief as Home Depot Reports Solid Earnings
Core Strategies Channel

Retail Relief as Home Depot Reports Solid Earnings

Homeowners are spending more on home improvements, as reflected in the strong earnings report...

VanEck Launches Lowest-Fee Bitcoin Futures ETF in U.S. Market
Crypto Channel

VanEck Launches Lowest-Fee Bitcoin Futures ETF in U.S. Market

VanEck announced in a press release the launch of the VanEck Bitcoin Strategy ETF, a bitcoin...

The Women Leading the Crypto Crusade
Crypto Channel

The Women Leading the Crypto Crusade

The perception that crypto is just for men— the so-called “crypto bros” touting advice and...

Use Passive ETFs to Map Risk Appetite for Active Gains
Active ETF Channel

Use Passive ETFs to Map Risk Appetite for Active Gains

Exchange traded funds can be handy tools for gauging market interest and risk appetite at a...

Big Box Stores Ready to Report Earnings This Week
Nasdaq Portfolio Solutions Channel

Big Box Stores Ready to Report Earnings This Week

With inflation concerns continuing to linger in the background, markets have pulled back slightly...

Nuclear Plant Might Help California Reduce Emissions
China Insights Channel

Nuclear Plant Might Help California Reduce Emissions

The Diablo Canyon nuclear power plant, slated for closure by 2025, could save billions of dollars...

Midstream Growing and Maintaining Its Dividends
Energy Infrastructure Channel

Midstream Growing and Maintaining Its Dividends

The third quarter proved to be a financially sound one for midstream companies, with many...

QPFF Gets Reliable Income Through Preferred Stocks
Core Strategies Channel

QPFF Gets Reliable Income Through Preferred Stocks

Inflation is at historic highs, the Fed will considering raising interest rates at least twice...

Countries Still Can’t Align on Global Carbon Markets
The Responsible Investing Channel

Countries Still Can’t Align on Global Carbon Markets

The COP26 global climate summit is winding down and set to end today, and countries are still in...

Investors Choosing the Ethereum and DeFi Future
Crypto Channel

Investors Choosing the Ethereum and DeFi Future

Bitcoin just hit another high near $70,000 the other day, but ether, the native token of the...

Investors Becoming Extra Selective in Money Allocation
Active ETF Channel

Investors Becoming Extra Selective in Money Allocation

Investors are putting aside broader investments in sectors and industries in favor of more...

Goldman Sachs Launches Three New Thematic ETFs
Future ETFs Channel

Goldman Sachs Launches Three New Thematic ETFs

Goldman Sachs Asset Management has launched three new actively managed thematic ETFs to add to...

COP26 Draft Targets Fossil Fuels for First Time Ever
The Responsible Investing Channel

COP26 Draft Targets Fossil Fuels for First Time Ever

World leaders are nearing the end of the COP26 climate summit in Glasgow, Scotland this week and...

QCON Hedges Against Inflation With Convertible Bonds
Core Strategies Channel

QCON Hedges Against Inflation With Convertible Bonds

The consumer price index increased 6.2% in October, the highest it has been since December 1990,...

Wager on China’s A-Shares With KraneShares
China Insights Channel

Wager on China’s A-Shares With KraneShares

Government regulations in China continue to affect foreign investors’ habits within markets, but...

A Breakdown of Risks in Energy Infrastructure
Energy Infrastructure Channel

A Breakdown of Risks in Energy Infrastructure

There are a variety of ways to invest in the energy infrastructure industry, all with different...

Change Finance Announces Carbon-Neutral ETF
The Responsible Investing Channel

Change Finance Announces Carbon-Neutral ETF

A majority women-run asset management firm, Change Finance, announced in a press release today...

Investing in Preparation of Rising Rates With EQRR
Nasdaq Portfolio Solutions Channel

Investing in Preparation of Rising Rates With EQRR

While the Federal Reserve meeting last week focused primarily on commencing tapering of the...

Why Liquidity is Important for Active ETFs
Active ETF Channel

Why Liquidity is Important for Active ETFs

Exchange traded funds are often valued for their tax efficiency and cost savings, but a somewhat...

BLOK ETF Thriving as Cryptocurrencies Hit New Highs
Crypto Channel

BLOK ETF Thriving as Cryptocurrencies Hit New Highs

Cryptocurrencies continued to push and set new records as ether, the native token of the Ethereum...

Passage of Infrastructure Bill Boosts Markets
Core Strategies Channel

Passage of Infrastructure Bill Boosts Markets

Late last Friday, the House of Representatives passed the $1 trillion infrastructure bill that...

Active and Passive Strategies in Energy Infrastructure
Energy Infrastructure Channel

Active and Passive Strategies in Energy Infrastructure

The energy sector allows for critical functions across the country; from providing electricity to...

ESG Shareholder Priorities Get a Lift From SEC
The Responsible Investing Channel

ESG Shareholder Priorities Get a Lift From SEC

The Securities and Exchange Commission announced on Wednesday that it was revoking previous...

KRBN Primed as Emissions Return to Pre-Pandemic Levels
China Insights Channel

KRBN Primed as Emissions Return to Pre-Pandemic Levels

Greenhouse gas emissions had fallen during the onset and majority of the COVID-19 pandemic but...

Pfizer’s COVID-19 Pill is 89% Effective
Nasdaq Portfolio Solutions Channel

Pfizer’s COVID-19 Pill is 89% Effective

Pfizer Inc. has announced that preliminary findings from an experimental pill used to treat those...

Crypto Jobs Spring Up Across America as Industry Grows
Crypto Channel

Crypto Jobs Spring Up Across America as Industry Grows

As life imitates art, the pattern of crypto hires across the United States reflects the...

Active ETFs a Smart Strategy Considering Tax Proposals
Active ETF Channel

Active ETFs a Smart Strategy Considering Tax Proposals

Democrats continue to work to pass a $2 trillion package on climate, healthcare, and education...

Google Invests in Financial Services Sector With CME
Core Strategies Channel

Google Invests in Financial Services Sector With CME

Google, a subsidiary of parent company Alphabet Inc., has managed to secure a deal in the coveted...

Space Force Launching Into Orbit Boosts Space Industry
News

Space Force Launching Into Orbit Boosts Space Industry

The Department of Defense’s Space Force has announced the launch of a new program, “Orbital...

Midstream Companies Seeing Increase in Free Cash Flow
Energy Infrastructure Channel

Midstream Companies Seeing Increase in Free Cash Flow

As the energy sector continues to evolve, a number of companies are shifting their focus from...

KHYB Could Offer "Substantial Price Return on Bonds"
China Insights Channel

KHYB Could Offer "Substantial Price Return on Bonds"

China’s regional economies are still experiencing a relatively high growth rate, and issuers in...

The Intersection of On-Demand Services and Big Data
News

The Intersection of On-Demand Services and Big Data

The digital future is one that is increasingly lived online. As such, the companies that succeed...

Five Ways to Fold ESG Into Your Fixed Income Portfolio
The Responsible Investing Channel

Five Ways to Fold ESG Into Your Fixed Income Portfolio

ESG investing is sweeping across the investment landscape and making a home in every corner of...

USCF Launches Actively Managed Gold Strategy ETF
News

USCF Launches Actively Managed Gold Strategy ETF

USCF announced today in a press release the launch of the USCF Gold Strategy Plus Income Fund...

Markets Rebound as Fed Announces Bond Tapering
Nasdaq Portfolio Solutions Channel

Markets Rebound as Fed Announces Bond Tapering

The Federal Reserve released its post-meeting notes today in a press release, announcing that it...

Why the Metaverse Is Important for Crypto
Crypto Channel

Why the Metaverse Is Important for Crypto

The announcement of Facebook’s transition to Meta and its pivot into the metaverse has brought a...

Impact Shares Launches Climate ETF With UN Agency
News

Impact Shares Launches Climate ETF With UN Agency

Impact Shares announced in a press release today the launch of the Impact Shares MSCI Global...

Fees Important When Considering Active Management
Active ETF Channel

Fees Important When Considering Active Management

Morningstar recently reported on 3,000 active funds that it had analyzed over the past year and...

ETF Prime: Lara Crigger Explores the ESG Evolution
ETF Prime

ETF Prime: Lara Crigger Explores the ESG Evolution

On this week’s episodeof"ETF...

Biden Announced Strategy for Gender Equality
Dual Impact Channel

Biden Administration Announced Strategy for Gender Equality

The end of last month saw the Biden administration outlining the first national strategy in the...

Emissions Reduction Costs Less Than Global Warming
The Responsible Investing Channel

Emissions Reduction Costs Less Than Global Warming

Established economic models of the cost of curtailing global warming to two degrees Celsius had...

Investing in China’s Expanding Green Movement
China Insights Channel

Investing in China’s Expanding Green Movement

Companies globally are focused on sustainability and ESG, with the amount of sustainable debt set...

Tesla Surges to Lift Markets Into New Record Close
Core Strategies Channel

Tesla Surges to Lift Markets Into New Record Close

Last month, Tesla Inc. passed the $1 trillion mark in market value, becoming the most valuable...

Simplify Launches New Hedged ETF, HEQT
News

Simplify Launches New Hedged ETF, HEQT

Simplify ETFs announced in a press release the launch today of their newest ETF, the Simplify...

304: Deflation | The Switch With ARK Invest
Disruptive Technology Channel

304: Deflation | The Switch With ARK Invest

This season of “The Switch” is focused on making the case for disruptive innovation. In this...

Nasdaq and S&P Open at New Highs As Fed Due to Meet
Nasdaq Portfolio Solutions Channel

Nasdaq and S&P Open at New Highs As Fed Due to Meet

The Nasdaq and the S&P 500 opened at record highs on Monday, lifted up by Tesla and energy...

Active Management Helps Investors Stay on Their Toes
Active ETF Channel

Active Management Helps Investors Stay on Their Toes

Last week saw lots of positive earnings reports from some of the major movers, and markets...

Another Great Earnings Report for Microsoft
Dividend Channel

Another Great Earnings Report for Microsoft

Microsoft announced earnings on Tuesday that beat expectations, reporting a revenue that was a...

U.S. Earns Top Spot for Bitcoin Mining Globally
Crypto Channel

U.S. Earns Top Spot for Bitcoin Mining Globally

The regulatory crackdown on cryptocurrency mining and subsequent exodus of miners from China has...

International Agencies Say Clean Energy Policies Needed
The Responsible Investing Channel

International Agencies Say Clean Energy Policies Needed

On Wednesday, both the International Renewable Energy Agency (IREA) and the International Energy...

Ford Reinstates Dividends After High Earnings
China Insights Channel

Ford Reinstates Dividends After High Earnings

Ford announced in their earnings report that they brought in $33.2 billion in automotive revenue...

FDA Approves Pfizer’s Vaccine for Kids 5–11
Core Strategies Channel

FDA Approves Pfizer’s Vaccine for Kids 5–11

This week, vaccine advisors for the FDA voted affirmatively for an emergency approval for the use...

Microsoft Seeks to Halve Cybersecurity Job Shortage
Nasdaq Portfolio Solutions Channel

Microsoft Seeks to Halve Cybersecurity Job Shortage

Microsoft president and vice chair Brad Smith announced in Microsoft’s official blog that...

The State of U.S. Policy Going Into U.N. Climate Summit
Big Ideas Channel

The State of U.S. Policy Going Into U.N. Climate Summit

The 2021 United Nations Climate Change Conference, coined COP26, begins Sunday, October 31st and...

Volt Equity Looking to Revolutionize With New Launch
Crypto Channel

Volt Equity Looking to Revolutionize With New Launch

The Volt Crypto Industry Revolution & Tech ETF began trading today on the NYSE Arca and...

Active ETF Wrappers For Mutual Fund Strategies
Active ETF Channel

Active ETF Wrappers For Mutual Fund Strategies

Exchange traded funds have been well established to often be more tax-efficient vehicles than...

A Look at ESG Bond Types With State Street
The Responsible Investing Channel

A Look at ESG Bond Types With State Street

The fixed income ESG market continues to grow, and in the first three quarters of this year there...

Chinese Developers Push for Debt Restructuring
China Insights Channel

Chinese Developers Push for Debt Restructuring

Evergrande, China’s foremost real estate developer, continues to cobble together interest...

An Argument for Mid-Caps In This Moment
Core Strategies Channel

An Argument for Mid-Caps In This Moment

It’s easy to only focus on the major companies when investing, to get pulled into growth or value...

BITO Frenzy Calmed But Trading Volumes Still Strong
Crypto Channel

BITO Frenzy Calmed But Trading Volumes Still Strong

The ProShares Bitcoin Strategy ETF (BITO A-) came catapulting into the ETF space last week,...

Smart Factories Could Help Solve Labor Shortages
News

Smart Factories Could Help Solve Labor Shortages

The U.S. labor market continues to experience a shortage, with the economy adding only 194,000...

303: How to Weigh the Impact of Disruptive Technologies
Disruptive Technology Channel

303: How to Weigh the Impact of Disruptive Technologies | ‘The Switch’ With ARK Invest

This season of “The Switch” is focused on making a case for disruptive innovation. In this...

Crypto Becoming Preference for Remittance Payments
Crypto Channel

Crypto Becoming Preference for Remittance Payments

The COVID-19 pandemic has put a strain on economies and people globally in a variety of ways, and...

CEO Says Bank of America is a Technology Company
Big Ideas Channel

CEO Says Bank of America is a Technology Company

At the Yahoo Finance’s All Markets Summit on Monday, Bank of American CEO Brian Moynihan said...

Cybersecurity Increasingly Crucial as Hackers Hit Tech
Nasdaq Portfolio Solutions Channel

Cybersecurity Increasingly Crucial as Hackers Hit Tech Firms

Microsoft announced on Monday that the group of hackers that have been linked to Russia and are...

How White House Legislation Will Help Clean Energy
Active ETF Channel

How White House Legislation Will Help Clean Energy

President Biden is working to bring America back in line with Paris Agreement goals by advocating...

Hedging With Diversification as Inflationary Fears Set
Core Strategies Channel

Hedging With Diversification as Inflationary Fears Set

The Fed has its meeting regarding beginning pull-backs on the $120 billion monthly bond purchase...

Could Crypto Be Creeping Into Your ESG Portfolio?
The Responsible Investing Channel

Could Crypto Be Creeping Into Your ESG Portfolio?

Crypto asset investing has the attention of many retail investors and continues to grow in...

Blockchain Might Be Electronic Health Records Future
Crypto Channel

Blockchain Might Be Electronic Health Records Future

Blockchain is a technology with seemingly infinite possibilities in a digital age; as a...

North American Carbon Allowance Markets Reach Records
China Insights Channel

North American Carbon Allowance Markets Reach Records

The California Carbon Allowances (CCA) passed $30 a ton for the first time, and the Regional...

Utilize Active Management to Navigate Inflation
Active ETF Channel

Utilize Active Management to Navigate Inflation

Inflation continues to remain a driving force in market speculation and the concerns of...

What Are Risks and Why They Matter in Investing
Active ETF Channel

What Are Risks and Why They Matter in Investing

Exchange traded funds are continuing to experience record inflows this year as more investors...

ESG Could Get Major Lift From Climate Conference
Big Ideas Channel

ESG Could Get Major Lift From Climate Conference

The 26th U.N. Climate Change Conference of the Parties (COP26) will be held October 31st–November...

Valkyrie Launches Second Ever U.S. Bitcoin Futures ETF
Crypto Channel

Valkyrie Launches Second Ever U.S. Bitcoin Futures ETF

Valkyrie has announced in a press release the launch of their cryptocurrency-related ETF, the ...

Crypto Markets Benefit From Increased Bitcoin Interest
Crypto Channel

Crypto Markets Benefit From Increased Bitcoin Interest

The launch of the first bitcoin futures ETF this week saw bitcoin go soaring to a new high of...

Engineered Wood Products Market Sees Potential Growth
Core Strategies Channel

Engineered Wood Products Market Sees Potential Growth

Navigating small-cap investing can be difficult; it’s not always easy to find the pockets that...

Tesla Still Performs Despite Shortages and Competition
China Insights Channel

Tesla Still Performs Despite Shortages and Competition

When you’re used to setting industry records and are known for innovation, an earnings call that...

Women Denied Pay Raises Twice as Often as Men
The Responsible Investing Channel

Women Denied Pay Raises More Often Than Men, SHE Invests in Companies Pushing Against That Trend

The ongoing COVID-19 pandemic has hit economies and the workforce hard since its onset at the...

BITO Outpaces GLD to $1 Billion AUM
Crypto Channel

BITO Outpaces GLD to $1 Billion AUM

To add another notch to the gold versus bitcoin argument for investors, the ProShares Bitcoin...

Electrification of Automotive Industry Charges Growth
Big Ideas Channel

Electrification of Automotive Industry Charges Growth

Supply chain issues are having huge impacts across broad sectors of the global economy, but few...

Coinbase to Offer Direct Deposit as Crypto Booms
Crypto Channel

Coinbase to Offer Direct Deposit as Crypto Booms

Bitcoin has hit new highs as of today, ethereum is making a run towards its May highs, and crypto...

BLOK Continues Thriving in Vibrant Crypto Environment
Crypto Channel

BLOK Continues Thriving in Vibrant Crypto Environment

With the launch of the first cryptocurrency-related ETF, which invests in bitcoin futures and has...

BITO a Solid Bet on the Future of Cryptocurrency
Crypto Channel

BITO a Solid Bet on the Future of Cryptocurrency

The ProShares Bitcoin Strategy ETF (BITO), the first exchange traded fund focused solely on a...

ETF Prime Special Edition: ProShares Launches Bitcoin ETF
ETF Prime

ETF Prime Special Edition: ProShares Launches Bitcoin ETF

On this special edition episode of ETF Prime, host Nate Geraci speaks with Simeon Hyman, global...

USDA Releases Climate Change Strategy
The Responsible Investing Channel

USDA Releases Climate Change Strategy

All federal agencies were issued directions in January by President Biden to prepare plans for...

ESG Investing a Focal Point at Milken Conference
Core Strategies Channel

ESG Investing a Focal Point at Milken Conference

The Milken Institute recently hosted a global conference that saw executives from a variety of...

Grayscale Files to Transform Bitcoin Trust Into ETF
Crypto Channel

Grayscale Files to Transform Bitcoin Trust Into ETF

Grayscale Investments continues the conversion of their digital currency investment to exchange...

Electric Vehicle Makers are Taking Charge
China Insights Channel

Electric Vehicle Makers are Taking Charge

Roughly half of stocks within the automotive industry are made up by Tesla and 15 top electric...

The Switch 302 Transformative Technologies ARK
Disruptive Technology Channel

302: How to Spot Transformative Technologies | ‘The Switch’

This season of “The Switch” is focused on making a case for disruptive innovation. In...

How ESG Skepticism Is a Positive Sign for Green Markets
Big Ideas Channel

How ESG Skepticism Is a Positive Sign for Green Markets

An abundance of doubt has been circulating in the past few months as to the validity of ESG...

Cloud Security Should Be the CEO’s Wheelhouse As Well
Nasdaq Portfolio Solutions Channel

Cloud Security Should Be the CEO’s Wheelhouse As Well

Cybersecurity is hot on the minds of corporations as the workforce is still partially digitally...

Actively Managed ETFs Garner $275 Billion in September
Active ETF Channel

Actively Managed ETFs Garner $275 Billion in September

Investors continue to lean into actively managed ETFs as markets wobble and uncertainty about...

First US ETF Tethered to Bitcoin to Launch Tuesday
Crypto Channel

First US ETF Tethered to Bitcoin to Launch Tuesday

ProShares has announced in a press release their plans to launch the first ETF within the U.S....

Victory Capital Launches 3 New Active ETFs
Free Cash Flow Channel

Victory Capital Launches Three New Active ETFs

Victory Capital Holdings, Inc. announced in a press release three new active ETFs that integrate...

The Boons of Cryptocurrencies Cross Borders
Crypto Channel

The Boons of Cryptocurrencies Cross Borders

The crypto arena is one that gets plenty of negative spin because of its volatility, the lack of...

Biden Administration Wants ESG in Retirement Funds
Core Strategies Channel

Biden Administration Wants ESG in Retirement Funds

In a reversal of Trump policies, President Biden’s administration has put forth a proposal to...

How Clean Technology Is Building a Sustainable Future
News

How Clean Technology Is Building a Sustainable Future

The climate summit is just around the corner, and as increasingly more data and research is being...

Investors Want Additional Fixed Income ESG Options
The Responsible Investing Channel

Investors Want Additional Fixed Income ESG Options

The eyes of investors, both retail and institutional, have been increasingly on ESG investing due...

As China Internet Stocks Recover, KWEB Sees Inflows
China Insights Channel

As China Internet Stocks Recover, KWEB Sees Inflows

With last week’s settlement of the fineof Meituan, China’s major food delivery service,...

New Survey Finds Biggest Investors Support Diversity
Big Ideas Channel

New Survey Finds Biggest Investors Support Diversity

A recent survey of 800 investors globally, ranging from small businesses to large firms, has...

Why ETF Popularity is Great for Active Management
Active ETF Channel

Why ETF Popularity is Great for Active Management

Exchange traded funds continue to gain in popularity as investors pour more money into the...

ARK Files for Bitcoin Futures ETF, ARKA
Disruptive Technology Channel

ARK Files for Bitcoin Futures ETF, ARKA

Famed stock picker Cathie Wood’s ARK Invest has partnered with 21Shares to file a Bitcoin futures...

The Rise of Tax-Free Municipal Bond ETFs
Core Strategies Channel

The Rise of Tax-Free Municipal Bond ETFs

It’s been a record year of growth for ETFs across the board, and while popular investment...

The Case for Crypto Equities as Cryptoassets Exposure
Crypto Channel

The Case for Crypto Equities as Cryptoassets Exposure

Crypto markets are arguably one of the most volatile asset classes on the market currently....

Institutional Investors Prefer Active Strategies
Institutional Income Strategies Channel

Institutional Investors Prefer Active Strategies

How a company approaches and views innovation trickles down into investment approaches and styles...

ESG Investing Impacting Energy Stocks
The Responsible Investing Channel

ESG Investing Impacting Energy Stocks

While oil prices are surging and commodities are seeing gains, today, the companies that own the...

Strong Exports for China in September Boosts Economy
China Insights Channel

Strong Exports for China in September Boosts Economy

Despite power shortages, supply chain issues, and COVID-19 surges domestically, China’s exports...

ETF Prime: Lara Crigger Explores the SEC’s Views
ETF Prime

ETF Prime: Lara Crigger Explores the SEC’s Views

On this week’s episodeof ETF Prime, host Nate Geraci speaks with ETF Trends’ Managing...

Microsoft, Google, and Amazon Collaborate in Cloud
Big Ideas Channel

Microsoft, Google, and Amazon Collaborate in Cloud

Three of the giant tech companies that rely heavily on cloud computing have announced an industry...

Active Managers Can Perform Where Investors Stumble
Active ETF Channel

Active Managers Can Perform Where Investors Stumble

A recent study from Morningstar has revealed that investors underperformed the equivalent annual...

Bitcoin Heads for Highs in Recent Rally
Crypto Channel

Bitcoin Heads for Highs in Recent Rally

Bitcoin has once again gone skyrocketing upwards in a trend that has seen the popular...

Cyber Risk Tops Climate Change as Largest Concern
Nasdaq Portfolio Solutions Channel

Cyber Risk Tops Climate Change as Largest Concern

Climate change and the dangers it brings may be the greatest concern globally, but in America,...

CEO Confirms George Soros’ Family Office Holds Bitcoin
Crypto Channel

CEO Confirms George Soros’ Family Office Holds Bitcoin

Soros Fund Management, the family office of billionaire investor and philanthropist George Soros,...

301: Why Disruptive Innovation Now? | "The Switch" With ARK
Disruptive Technology Channel

301: Why Disruptive Innovation Now? | "The Switch" With ARK Invest

This season of “The Switch” is focused on discussing the case for disruptive innovation. In this...

Senior Executives Weigh In on ESG Initiatives
The Responsible Investing Channel

Senior Executives Weigh In on ESG Initiatives

Next year is expected to bring about double-digit increases to spending in environmental, social,...

The SEC's Unintentional OTC Market Lock
Core Strategies Channel

The SEC's Unintentional OTC Market Lock

The importance of liquidity was just made very apparent to millions of individual investors in...

BYD’s Battery Tech Gives Its Electric Vehicles an Edge
China Insights Channel

BYD’s Battery Tech Gives Its Electric Vehicles an Edge

Over the summer, BYD began shipping its electric vehicles to Norway, a country that has...

ETF Veterans Launch Fixed Income-Focused Issuer
News

ETF Veterans Launch Fixed Income-Focused Issuer

On Oct. 7, a team of seasoned industry veterans announced the launch of BondBloxx Investment...

KraneShares Head of Strategy Says Carbon Prices Bullish
China Insights Channel

KraneShares Head of Strategy Says Carbon Prices Bullish

Recent selloffs of carbon allowance funds based in the European markets have caused dips in those...

Could This Be the Month for Crypto ETF Approval in US?
Crypto Channel

Could This Be the Month for Crypto ETF Approval in US?

Time is almost up for the initial review period of the Bitcoin futures ETFs currently before the...

PGRO Circumvents E-Commerce Disruption for Box Stores
Big Ideas Channel

PGRO Circumvents E-Commerce Disruption for Box Stores

The pandemic has led to a boom in online shopping and e-commerce, but retailers are focusing more...

Bitcoin and Crypto off to a Powerful Start In October
Crypto Channel

Bitcoin and Crypto off to a Powerful Start In October

Bitcoin is touching prices that it hasn’t seen since early May when Chinese regulations caused a...

Active ETFs Thriving in Volatile Markets
Active ETF Channel

Active ETFs Thriving in Volatile Markets

Active exchange traded funds (ETFs) are on the rise in general in a trend that has come back...

Simplify Launches Pro-Bono ETF to Benefit Susan Komen
News

Simplify Launches Pro-Bono ETF to Benefit Susan G. Komen

Simplify Asset Management announced in its press release today the launch of its newest ETF...

Company Executives Calling for Rules Regarding ESG
The Responsible Investing Channel

Company Executives Calling for Rules Regarding ESG

The Financial Accounting Standards Board is being called upon by executives from numerous public...

Banks Dropping Clients Due to Heightened ESG Risks
Core Strategies Channel

Banks Dropping Clients Due to Heightened ESG Risks

Over in Europe, where regulations and standards are more stringent, banks are beginning to drop...

KraneShares Launches ETF Focused on China Growth Sectors
China Insights Channel

KraneShares Launches ETF Focused on China Growth Sectors

Krane Fund Advisors announced today in a press release the launch today of the KraneShares China...

Fidelity Launches Four Brand New Thematic ETFs
News

Fidelity Launches Four Brand New Thematic ETFs

Fidelity Investments announced today in a press release the addition of four new ETFs to its...

FolioBeyond and Tidal ETF Services Declare New ETF
News

FolioBeyond and Tidal ETF Services Declare New ETF

FolioBeyond, an asset management company that utilizes artificial intelligence and algorithms...

Victory Capital Launches Three New Active ETFs
News

Victory Capital Launches Three New Active ETFs

Victory Capital Holdings, Inc. announced in a press release three new active ETFs that integrate...

Major Bank Lends Credence to Crypto
Crypto Channel

Bank of America Lends Credence to Crypto

Bitcoin has rallied to hover around $50,000 as Bank of America Corp. strategists acknowledge the...

Putnam Understands How to Invest in ESG Authentically
Big Ideas Channel

Putnam Understands How to Invest in ESG Authentically

After a harsh summer for many countries in the Northern Hemisphere, pressure continues to...

Delving Into BLOK’s Crypto Mining Investments
Crypto Channel

Delving Into BLOK’s Crypto Mining Investments

With the first actively managed ETF within the crypto space, Amplify ETFs continues to hone the...

Active Management Can Help During Equity Market Cycles
Active ETF Channel

Active Management Can Help During Equity Market Cycles

There is a lot of market uncertainty right now as concerns of interest rates, economic growth,...

ETF Prime: Dave Nadig Talks Taxes, Twitter, and More
ETF Prime

ETF Prime: Dave Nadig Talks Taxes, Twitter, and More

On this week’s episodeof ETF Prime, host Nate Geraci speaks with ETF Trends’ CIO and Director of...

Good Lesson In Britain’s Transition Energy Market Plans
The Responsible Investing Channel

Good Lesson In Britain’s Transition Energy Market Plans

The U.K. was one of the first countries to pass legislation regarding emissions and carbon goals...

KraneShares Releases New Carbon Allowances ETFs
China Insights Channel

KraneShares Releases New Carbon Allowances ETFs

On Tuesday, asset management firm KraneShares has announced in a press release the launch of two...

J.P. Morgan Asset Management Launches JAVA
News

J.P. Morgan Asset Management Launches JAVA

Today, J.P. Morgan announced in a press release the expansion of their Active Equity Suite with...

KraneShares Launches Two New Carbon Allowances ETFs
China Insights Channel

KraneShares Launches New Carbon Allowance ETFs

Asset management firm KraneShares has announced in a press release the launch of two new targeted...

How the Infrastructure Bill May Benefit Municipal Bonds
Core Strategies Channel

How the Infrastructure Bill May Benefit Municipal Bonds

The beleaguered $1 billion infrastructure bill that is still being held up in Congress would...

T. Rowe Price Sees Long-Term Growth Opportunities
Active ETF Channel

T. Rowe Price Sees Long-Term Growth Opportunities

The COVID-19 pandemic has had a lot of lasting impacts on day-to-day life and global economies as...

How Machine Learning Contributes to Cybersecurity
Nasdaq Portfolio Solutions Channel

How Machine Learning Contributes to Cybersecurity

The benefits of using artificial intelligence and machine learning are being capitalized on...

Can Climate Change Be a Long-Term Alpha Generator?
Big Ideas Channel

Can Climate Change Be a Long-Term Alpha Generator?

The ESG investment industry is experiencing exponential growth as investors flood into the space,...

Planting Trees Isn’t Enough to Curb Emissions
The Responsible Investing Channel

Planting Trees Isn’t Enough to Curb Emissions

More companies are working to curb their greenhouse gas emissions as focus by the general public,...

Thailand Companies to Create Carbon Exchange Market
China Insights Channel

Thailand Companies to Create Carbon Exchange Market

10 of Thailand’s largest and most successful companies, along with the state-owned electricity...

October Series of Structured Outcome Pacer ETFs Launch
News

October Series of Structured Outcome Pacer ETFs Launch

Pacer ETFs, known for their rules-based, strategy-driven offerings, has launched their October...

ESG Regulation Could Be Boon for Financial Industry
Big Ideas Channel

ESG Regulation Could Be Boon for Financial Industry

One of the original environmental, social, and governance (ESG) advocates is eagerly anticipating...

President Biden Weighs In On Cybersecurity
Nasdaq Portfolio Solutions Channel

President Biden Weighs In On Cybersecurity

Heading into Cybersecurity Awareness Month, President Biden just released a briefing regarding...

Avantis Investors Announces Four New ETFs
Core Strategies Channel

Avantis Investors Announces Four New ETFs

Avantis Investors, a $7 billion investment offering backed by American Century Investments,...

American Century Investments Practices Its Principles
Core Strategies Channel

American Century Investments Practices Its Principles

American Century Investments offers a variety of mutual funds and exchange traded funds for...

Today’s Children Will See Many Climate Disasters
The Responsible Investing Channel

Today’s Children Will See Many Climate Disasters

A study published in the journal Science released the bleak outlook for children born today and...

Ford Partners With SK Innovation in $11 Billion Deal
China Insights Channel

Ford Partners With SK Innovation in $11 Billion Deal

Ford announced its commitment to its line of electric vehicles in an $11 billion partnership with...

Active Managers Respond as Stocks Slide Once More
Active ETF Channel

Active Managers Respond as Stocks Slide Once More

The S&P looks to be trending for its second straight day of losses, and the Nasdaq has fallen...

CIOs Work With Security Executives Against Cyberattacks
Nasdaq Portfolio Solutions Channel

CIOs Work With Security Executives Against Cyberattacks

Cybersecurity continues to be an ongoing and immediate concern for companies around the globe as...

Pet Care Industry Thrives In Pandemic
Big Ideas Channel

Pet Care Industry Thrives In Pandemic

The COVID-19 pandemic caused widespread economic shutdown beginning last year as millions of...

Americans Believe Global Warming Is Harming Them Now
Multi-Asset Channel

Americans Believe Global Warming Is Harming Them Now

Congress is currently working to pass the $1 billion bipartisan infrastructure bill and the $3.5...

Clients Asking About ESG More Frequently
The Responsible Investing Channel

Clients Asking About ESG More Frequently

Environmental, social, and governance (ESG) practices aren’t just a hot button topic amongst...

It Could Be an Expensive Winter for Natural Gas
China Insights Channel

It Could Be An Expensive Winter for Natural Gas

Global supply of natural gas has been at some of its lowest reserves thanks to a year of historic...

Analysts Wonder if Passive Funds Inflating Valuations
Active ETF Channel

Analysts Wonder if Passive Funds Inflating Valuations

Some analysts believe that the influx of money into passive funds has created an environment of...

Women Making Career Strides in the Midst of Pandemic
The Responsible Investing Channel

Women Making Career Strides in the Midst of Pandemic

Women have been disproportionately affected by the COVID-19 pandemic, with high numbers of...

New Dick’s Sporting Goods CEO Has People-First Strategy
Core Strategies Channel

New Dick’s Sporting Goods CEO Has People-First Strategy

Dick’s Sporting Goods saw record sales last year, up 9.9% year-over-year, and is also being...

Does China’s Self-Reliance Hurt Foreign Investments?
China Insights Channel

Does China’s Self-Reliance Hurt Foreign Investments?

China has been increasingly pushing to be self-reliant in several industries as President Xi...

For Max Benefit Add Active Funds to a Passive Portfolio
Active ETF Channel

For Max Benefit Add Active Funds to a Passive Portfolio

It’s an ongoing debate amongst advisors as to whether active or passive funds are better, with...

KRBN Profits From Rise In Carbon Allowances Industry
China Insights Channel

KRBN Profits From Rise In Carbon Allowances Industry

A host of factors globally and within the European Union have converged to send carbon allowance...

Is Latest Market Comeback a Bull Trap?
Nasdaq Portfolio Solutions Channel

Is Latest Market Comeback a Bull Trap?

With the crisis surrounding China’s Evergrande seeming to have abated for the time being and the...

Beneath the Shifting Tides of ESG Investing
Big Ideas Channel

Beneath the Shifting Tides of ESG Investing

Environmental, social, and governance (ESG) investing has grown to a point that it seems to be an...

EPA Targets Greenhouse Emissions and HFC Use
The Responsible Investing Channel

EPA Targets Greenhouse Emissions and HFC Use

In its first domestic regulation regarding greenhouse gas emissions, the EPA, under the guidance...

Global ETF Inflows Booming Despite Market Uncertainty
Active ETF Channel

Global ETF Inflows Booming Despite Market Uncertainty

Within the investing world, ETFs are continuing to experience record inflows; partway into August...

China Aims to Get Greener With One Belt, One Road
China Insights Channel

China Aims to Get Greener With One Belt, One Road

Chinese President Xi Jinping addressed the UN General Assembly Tuesday, pledging to discontinue...

The Case for ESG in Retirement Plans
Core Strategies Channel

The Case for ESG in Retirement Plans

ESG has taken a serious foothold in the investing world and continues expanding, with $51.1...

China Tumult Highlights Strengths of Active Management
Active ETF Channel

China Tumult Highlights Strengths of Active Management

The demise of China’s largest real estate developer and its potential effect on the Chinese...

Active Fund Fees Reducing as ETF Expense Ratios Lower
Active ETF Channel

Active Fund Fees Reducing as ETF Expense Ratios Lower

In the past 20 years, the expense of all funds has halved, according to new research by...

Green Tech and Sustainability See Continued Growth
Big Ideas Channel

Green Tech and Sustainability See Continued Growth

Sustainability practices continue to be a growing focus by regulatory agencies, investors, and...

Worried About Volatile Markets, Try Active ETFs
Active ETF Channel

Worried About Volatile Markets, Try Active ETFs

The previous decade has been an environment structured so that passively managed funds typically...

Marriott Hitting ESG Marks According to Latest Report
The Responsible Investing Channel

Marriott Hitting ESG Marks According to Latest Report

In their recent annual report on their ESG practices, Marriott International Inc. detailed its...

Leveraged Cloud Computing ETF Surges 15% on the Year
Leveraged & Inverse ETF Channel

Leveraged Cloud Computing ETF Surges 15% on the Year

The introduction of the Direxion Daily Cloud Computing Bear 2X Shares (CLDL C) at the beginning...

Columbia Threadneedle Investments Launches New Bond ETF
News

Columbia Threadneedle Investments Launches New Bond ETF

Today Columbia Threadneedle Investments announced in a press release the launch of their newest...

China Extending Blue Skies Initiative to Curb Pollution
China Insights Channel

China Extending Blue Skies Initiative to Curb Pollution

China has announced plans to extend its cutbacks on air pollution in advance of the Winter...

Markets on Pace for Worst Month Since Fall of 2020
Core Strategies Channel

Markets on Pace for Worst Month Since Fall of 2020

China’s Evergrande Group, touting the world’s largest debt of any publicly traded real estate...

Texas Teachers Green Light ESG For Pensions
Big Ideas Channel

Texas Teachers Green Light ESG For Pensions

At a recent board of trustees meeting, the Teacher Retirement System of Texas in Austin got the...

204: ETF Liquidity | ‘The Switch’ with ARK Invest
Disruptive Technology Channel

204: ETF Liquidity | ‘The Switch’ with ARK Invest

This season of “The Switch” brings discussions about the mechanics of exchange traded funds. On...

Marriott's ESG Report Highlights Community Engagement
Nasdaq Portfolio Solutions Channel

Marriott's ESG Report Highlights Community Engagement

Marriott International Inc. recently released its yearly ESG report, the 2021 Serve 360 Report,...

Economic Uncertainty Lifts Active Management Investment
Active ETF Channel

Economic Uncertainty Lifts Active Management Investment

Performance in markets, fears of Delta’s global economic impact, and concerns over inflation have...

ETF of the Week: KraneShares' KWEB
China Insights Channel

ETF of the Week: KraneShares' KWEB

ETF Trends CEO Tom Lydon discussed theKraneShares CSI China Internet ETF (KWEB B) on this week’s...

How One Hurricane Reveals Global Warming Cost
China Insights Channel

How One Hurricane Reveals Global Warming Cost

Hurricane Ida slammed into Louisiana at the end of August and then continued to wreak havoc...

Active Managers Snag Market Share From Passive Funds
Active ETF Channel

Active Managers Snag Market Share From Passive Funds

Taking a look at the shares outstanding shows that passive management fund ownership in the U.S....

US and EU Aim for Methane Reduction Over Next Decade
Big Ideas Channel

US and EU Aim for Methane Reduction Over Next Decade

On Friday, the United States and the European Union will agree to reducing methane pollution in...

Small-Caps a Value Play Amidst S&P 500 Highs
Core Strategies Channel

Small-Caps a Value Play Amidst S&P 500 Highs

While the S&P 500 is beginning to experience some pressure, it is still only 2% off of its...

Chip Shortage May Temporarily Affect China’s EV Markets
China Insights Channel

Chip Shortage May Temporarily Affect China’s EV Markets

China’s electric vehicle market is experiencing setbacks from global chip shortages, but local...

Active Funds Continues to Perform
Active ETF Channel

Active Funds Continue to Perform

While passive funds have been the most popular investment option for decades, active funds...

Coca-Cola and Microsoft Invest in Huge Carbon Dioxide Vacuum
Big Ideas Channel

Coca-Cola and Microsoft Invest in Huge Carbon Dioxide Vacuum

Global carbon dioxide and greenhouse gas emissions continue to rise at alarming rates, with an...

China’s Regulations Are Nothing New
Active ETF Channel

China’s Regulations Are Nothing New

When regulations regarding after-school tutoring came down in China shortly after the internet...

ProFunds Bitcoin Futures Mutual Fund and Bitcoin ETF
Crypto Channel

What the ProFunds Bitcoin Futures Mutual Fund Means for a Bitcoin ETF

ProFunds launched the Bitcoin Strategy ProFund at the end of July, the first of its kind publicly...

SEC Pressures Managers to Prove Funds Reflect ESG Values
The Responsible Investing Channel

SEC Pressures Managers to Prove Funds Reflect ESG Values

Recent scrutiny and pressure by the Securities and Exchange Commission is looking to ensure fund...

Ida Carves Path Destruction Across U.S.
Core Strategies Channel

Ida Carves Path Destruction Across U.S.

After leaving South Louisiana stricken with floodwaters and astronomical wind damage, including...

Extreme Weather a Preview of Global Warming Reality
Big Ideas Channel

Extreme Weather Across the U.S. is a Preview of Global Warming Reality

With wildfires raging in California like the devastating Caldor Fire to Hurricane Ida that swept...

Nasdaq Scores Another Big Close, ‘TQQQ’ Leverages Gains
Nasdaq Portfolio Solutions Channel

As Nasdaq Scores Another Record Close, ‘TQQQ’ Leverages Gains

Weekly jobless claims fell to their lowest since the Covid shutdown began last year, and the...

China Investing Pivots to Mainland Stocks
China Insights Channel

China Investing Pivots to Mainland Stocks

Overnight trading in Asian markets on Wednesday night saw an influx of foreign investment into...

0201: ETFs vs Active vs Passive | The Switch with ARK
Disruptive Technology Channel

0201: ETFs vs Mutuals and Active vs. Passive | ‘The Switch’ with ARK Invest

This season of “The Switch” brings discussions about the mechanics of exchange traded funds. On...

BLOK Adds Brick and Mortar Research to Digital Landscape
Crypto Channel

BLOK Adds Brick and Mortar Research to Digital Landscape

Amplify ETF’s flagship crypto ETF, the Amplify Transformational Data Sharing ETF (BLOK B-),...

QQQA Picks the Best Momentum Companies
Nasdaq Portfolio Solutions Channel

QQQA Picks the Best Momentum Companies

The Nasdaq closed at another record high on Wednesday as markets continue to ride the bevy of...

Global X Launches Six Options-Based ETFs
Thematic Investing Channel

Global X Launches Six Options-Based ETFs

Global X ETFs announced in a press release the launch of six ETFs designed to help investors...

Climate Tech Companies Rise with Increased ESG Focus
Big Ideas Channel

Climate Tech Companies Rise with Increased ESG Focus

Venture capital is being increasingly poured into ESG-centric companies, and climate tech ones in...

KWEB Surpasses $500 Million Inflows in One Day
China Insights Channel

KWEB Surpasses $500 Million Inflows in One Day

With the SEC releasing detailed instructions and guidelines for Chinese companies wanting to list...

Rising Corn & Wheat Prices to Continue Despite Drought
Core Strategies Channel

Rising Corn & Wheat Prices to Continue Despite Drought

Extreme heat and drought are impacting vital cash crops, including corn and wheat, with prices...

Diversifying Equities During Economic Uncertainty with ‘AVUS’
Core Strategies Channel

Diversifying Equities During Economic Uncertainty with ‘AVUS’

Economies abroad and within the U.S. are continuing to miss forecasts to increasingly larger...

The CFC Ban Has Helped Drastically Curtail Global Warming
The Responsible Investing Channel

The CFC Ban Has Helped Drastically Curtail Global Warming

The ban of ozone-damaging chlorofluorocarbons (CFCs) in the 1980s has led to a recovering ozone...

This Emerging Phone Company Won’t Be Beat
China Insights Channel

This Emerging Phone Company Won’t Be Beat

Major smartphone company Huawei, hurting from continued U.S. sanctions, has fallen by the...

Active Fund Managers Are Increasingly Turning to Data Analytics
Active ETF Channel

Active Fund Managers Are Increasingly Turning to Data Analytics

A recent Northern Trust survey found that fundamental active managers are quickly taking up data...

The CFO ETF Ameliorates Concerns over a 'Wobbly' Market
Nasdaq Portfolio Solutions Channel

The CFO ETF Ameliorates Concerns over a 'Wobbly' Market

Expectations of slowing global growth, delta fears, and U.S. monetary policy tightening have led...

Putnam Invests in Firms Building ESG from the Ground Up
Big Ideas Channel

Putnam Invests in Firms Building ESG from the Ground Up

A recent writeup in Forbes discussed establishing an environmental, social, and governance (ESG)...

Volvo to Utilize the World’s First Fossil-Free Steel
The Responsible Investing Channel

Volvo to Utilize the World’s First Fossil-Free Steel

Sweden’s SSAB reveals it has “produced the world’s first fossil-free steel,” and has already...

Michigan to Protect its Forests for Carbon Offsets
China Insights Channel

Michigan to Protect its Forests for Carbon Offsets

Michigan’s Department of Natural Resources recently announced it would be limiting logging in the...

Droughts Weaken Bees, Causing Crops to Suffer
Core Strategies Channel

Droughts Weaken Bees, Causing Crops to Suffer

North Dakota produces the most honey in the U.S., and is currently experiencing its worst drought...

In Turbulent Markets, Active Management Shines
Active ETF Channel

In Turbulent Markets, Active Management Shines

As outperforming stocks face a potential pullback, active managed funds are set to respond to the...

Tesla China Footprint Continues to Expand
China Insights Channel

Tesla China Footprint Continues to Expand

Tesla is set to expand hiring in several key Chinese cities as it looks to continue to increase...

The S&P 500 Has Doubled Its 2020 Covid-Induced Low
Core Strategies Channel

The S&P 500 Has Doubled Its 2020 Covid-Induced Low

The S&P 500 has doubled from its Covid low of 2,237.40 in March of 2020, the fastest rally...

Women Increasingly Lead Top Global Companies
The Responsible Investing Channel

Women Increasingly Lead Top Global Companies

The number of female executives in charge of top global performing companies rose this year,...

Putnam Investments Reviews the 4 Types of ESG Strategies
Big Ideas Channel

Putnam Investments Reviews the 4 Types of ESG Strategies

Katherine Collins, Head of Sustainable Investing at Putnam Investments and Portfolio Manager for...

JPMorgan Chases Active ETF Trend
Active ETF Channel

JPMorgan’s Mutual Fund Conversion Follows Active ETF Trend

Last week, JPMorgan announced in a press release that it plans to convert certain mutual fund...

Half of New U.S. Vehicles Sold to Be Electric by 2030
Core Strategies Channel

Half of New U.S. Vehicles Sold to Be Electric by 2030

By 2030, half of all cars and light trucks sold in America could be electric, hydrogen-fueled, or...

World’s Largest Mining Company Ponders Petroleum Exit
China Insights Channel

World’s Largest Mining Company Ponders Petroleum Exit

BHP Group Ltd, the world’s largest mining company, could give answers to its plans for the...

With an Improving Labor Market, CFA Is Primed
Free Cash Flow Channel

With the Labor Market Improving, ‘CFA’ Is Primed for Performance

With a lower unemployment rate and positive job gains reported, the economic outlook for the rest...

Microsoft Partnership Puts the 'S' & 'G' Into the 'E' in ESG
Big Ideas Channel

Microsoft Partnership Puts the 'S' & 'G' Into the 'E' in ESG

Microsoft recently announced a new partnership with Volt Energy, as the tech giant continues on...

104: The Closed-Off Research & Investment Mentality
Disruptive Technology Channel

104: The Closed-Off Research & Investment Mentality | ‘The Switch’ with ARK Invest

On this episode of The Switch, host Ren Leggi, Client Portfolio Manager for ARK Invest, and ETF...

ESG Isn’t Limited to Equities Anymore
The Responsible Investing Channel

ESG Isn’t Limited to Equities Anymore

State Street Global Advisors recently conducted a survey in May of 358 institutional investors...

BNY Mellon Launches Ultra Short Bonds ETF, BKUI
News

BNY Mellon Launches Ultra Short Bonds ETF, BKUI

On Wednesday, BNY Mellon Investment Management announced the launch of their first active...

SEC Debates Disclosures, ETF Already Offers Them
Big Ideas Channel

While the SEC Debates Climate Disclosures, This ETF Already Offers Them

On Wednesday, SEC Chairman Gary Gensler revealed that he had asked his agency’s staff to look...

Chinese Women Increasingly Filling Needs in Heavy Labor
China Insights Channel

Chinese Women Are Increasingly Filling Needs in Heavy Labor

The labor shortage in China brought about by the combination of an aging population and low birth...

Latest Climate Change Report Is as Ominous as Ever
Big Ideas Channel

Latest Climate Change Report Is as Ominous as Ever

The latest report by the Intergovernmental Panel on Climate Change drew light on the urgency that...

With the Labor Market Improving, ‘CFA’ Is Primed for Performance
Nasdaq Portfolio Solutions Channel

With the Labor Market Improving, ‘CFA’ Is Primed for Performance

With a lower unemployment rate and positive job gains reported, the economic outlook for the rest...

Altcoins Are Expanding Rapidly in the Crypto Markets
Crypto Channel

Altcoins Are Expanding Rapidly in the Crypto Markets

At the beginning of 2021, Bitcoin reigned as the champion of cryptocurrencies, cornering 70% of...

Exxon Is Seriously Considering Emissions Reductions
China Insights Channel

Exxon Is Seriously Considering Emissions Reductions

Recently in the news for the boardroom loss to activist hedge fund Engine No. 1, Exxon, with its...

103: Siloization of Wall Street | ‘The Switch’ with ARK Invest
Disruptive Technology Channel

103: Siloization of Wall Street | ‘The Switch’ with ARK Invest

Siloization in this case refers to the parsing of information and personnel into separate units...

Ethereum's 'London' Hard Fork Is Successfully Activated
Crypto Channel

Ethereum's 'London' Hard Fork Is Successfully Activated

The somewhat contested but eagerly anticipated Ethereum “London” hard fork has activated, and...

The Pitfalls of High-Conviction Strategies
Active ETF Channel

The Pitfalls of High-Conviction Strategies

Active managers are increasingly being swept up in the high-conviction investment craze that...

Financial Stewardship Growing More Important for Advisors
Big Ideas Channel

Financial Stewardship Growing More Important for Advisors

A recent report from Accenture found that investment stewardship is changing, reported ...

SEC's Gensler: Crypto Environment like 'the Wild West'
Crypto Channel

SEC's Gensler: Crypto Environment like 'the Wild West'

In a recent speech before the Aspen Security Forum, SEC Chair Gary Gensler, speaking for himself...

Bitwise Expands DeFi Suite with Two New Funds
Crypto Channel

Bitwise Expands DeFi Suite with Two New Funds

Bitwise Asset Management, the largest crypto index fund manager globally with over $1 billion...

Oil and Gas Companies Are Facing an ESG Tipping Point
The Responsible Investing Channel

Oil and Gas Companies Are Facing an ESG Tipping Point

With the United Nations Climate Change Conference looming at the end of October, ESG performance...

BYD's Big Gains Emblematic of China's EV Market
China Insights Channel

BYD's Big Gains Emblematic of China's EV Market

Despite all of the regulatory news and market uncertainty in China, the electric vehicle market...

A Week in the Life of an Active ESG Team
Big Ideas Channel

A Week in the Life of an Active ESG Team

Putnam Investments, an active manager with $199 billion in AUM as of the end of June 2021,...

Investors Trust Active Portfolios More than Passive Ones
Active ETF Channel

Investors Trust Active Portfolios More than Passive Ones

According to new research, investors trust actively managed portfolios more than they do passive...

Infrastructure Bill Would Expand Access to the Internet
Nasdaq Portfolio Solutions Channel

Infrastructure Bill Would Expand Access to the Internet

The #1 trillion infrastructure bill that is currently circulating through Senate this week would...

KraneShares Hosts Webinar on Chinese Regulation
China Insights Channel

KraneShares Hosts Webinar on Chinese Regulation

Amidst regulatory crackdowns and volatile Chinese markets, Brendan Ahern, COO of KraneShares, and...

102: Passive Public Markets - The Switch with ARK Invest
Disruptive Technology Channel

102: Passive Public Markets - The Switch with ARK Invest

ARK Invest’s Ren Leggi, Client Portfolio Manager for ARK, sat down with ETF Trends’ CEO Tom Lydon...

Direxion Launches Leveraged Clean Energy ETF, KLNE
Leveraged & Inverse ETF Channel

Direxion Launches Leveraged Clean Energy ETF, KLNE

On Thursday, Direxion launched its newest leveraged ETF, the Direxion Daily Global Clean Energy...

Timothy Plan Launches New Faith Based ETFs, TPHE & TPLE
News

Timothy Plan Launches New Faith Based ETFs, TPHE & TPLE

On Thursday, Timothy Plans, a faith-based investment company, announced the launch of two new...

China Stocks Tumble: How We Got Here, Where We Go Next
China Insights Channel

China Stocks Tumble: How We Got Here, Where We Go Next

With Chinese tech stocks tumbling in recent days from regulatory crackdown fears and Mainland...

On The Move: 'QQQA' Rides Large Cap Momentum
Nasdaq Portfolio Solutions Channel

On The Move: 'QQQA' Rides Large Cap Momentum

The ProShares Nasdaq-100 Dorsey Wright Momentum ETF (QQQA B-) is a smart beta ETF that, despite...

'TSPA': Take An Active Approach to Large Caps
Active ETF Channel

'TSPA': Take An Active Approach to Large Caps

Investors looking to allocate to U.S. large caps often opt for passive index products as a way to...

Sparkline Launches Intangible Value ETF, ‘ITAN’

Sparkline Launches Intangible Value ETF, ‘ITAN’

Sparkline Capital, an investment management firm that uses machine learning to help investors...

Impact Shares Launches Affordable Housing ETF, ‘OWNS’

Impact Shares Launches Affordable Housing ETF, ‘OWNS’

On Tuesday, Impact Shares launched an ETF that invests in agency mortgage-backed securities (MBS)...

Sen Warren Asks Yellen For Cryptocurrency Framework
Crypto Channel

Sen Warren Asks Yellen For Cryptocurrency Framework

Monday saw fresh pressure regarding crypto regulation, as Senator Elizabeth Warren (D-MA) pushed...

Wood, Musk, and Dorsey Break Down The State Of Bitcoin
Disruptive Technology Channel

Wood, Musk, and Dorsey Break Down The State Of Bitcoin

“The B Word” crypto conference, sponsored in part by ARK, took a hard look at the state of crypto...

DriveWealth Launches Target Yield ETFs

DriveWealth Launches Target Yield ETFs

On Tuesday, DriveWealth, a global infrastructure platform, announced the launch of two new ETFs...

Scoring ETF Providers on ESG: Sage Surveys The Industry
The Responsible Investing Channel

Scoring ETF Providers on ESG: Sage Surveys The Industry

As ETFs surpass $6.5 trillion in assets under management, ETF providers are playing an...

Blockchain Start-Ups Raise a Record $4.4 Billion
Crypto Channel

Blockchain Start-Ups Raise a Record $4.4 Billion

In Q2 2021, blockchain start-ups have emerged as the unsuspecting victor amid broad...

2 ETFs Investing in The ESG Leaders of Today & Tomorrow
Big Ideas Channel

2 ETFs Investing in The ESG Leaders of Today & Tomorrow

ESG is a growing portion of the investment landscape—and growing larger everyday. But...

New ETF 'VSPY' Aims to Hedge Bearish Bond Markets

New ETF 'VSPY' Aims to Hedge Bearish Bond Markets

Last week ETF newcomer VectorShares launched their first fund, the VectorShares Min Vol ETF, an...

SEC Commissioner Pushes Back on ESG Regulation
The Responsible Investing Channel

SEC Commissioner Pushes Back on ESG Regulation

With ESG increasingly a focus for companies and investors alike, the SEC is taking a closer look...

'BLOK' Monthly Review: A Volatile June for Bitcoin
Crypto Channel

'BLOK' Monthly Review: A Volatile June for Bitcoin

June was a volatile, eventful month for cryptocurrency markets, as China cracked down on its...

Hedge Recovery Tail Risks with the QQC ETF
Nasdaq Portfolio Solutions Channel

Hedge Recovery Tail Risks with the QQC ETF

Despite the Covid-19 variant Delta circulating throughout major U.S. cities at a rapid pace,...

Amplify Launches a New ETF that Invests in the ‘MVPS’
News

Amplify Launches a New ETF that Invests in the ‘MVPS’

On Wednesday, Amplify ETFs announced the launch of its newest ETF, the Amplify Thematic All-Stars...

Newcomer iClima Launches ETFs to Play the “Green Rush”
News

Newcomer iClima Launches ETFs to Play the “Green Rush”

ETF newcomer iClima is launching its first two U.S.-listed ETFs, which aim to provide exposure to...

Markets Drop Yellen Calls for Stablecoin Regulation
Crypto Channel

Crypto Markets Drop as Yellen Calls for Stablecoin Regulation

The Treasury Department has its eyes on stablecoins.

As Chinese Tech Bounces Back, 'KWEB' Spins Spotlight
China Insights Channel

As Chinese Tech Bounces Back, 'KWEB' Spins into the Spotlight

Recent regulatory crackdowns may have temporarily hobbled growth in the Chinese tech sector, but...

Viridi Launches Clean Energy Crypto ETF, RIGZ
News

Newcomer Viridi Funds Launches Clean Energy Crypto Mining ETF, RIGZ

On Tuesday, newcomer Viridi Funds launched its first ETF, the Viridi Cleaner Energy Crypto-Mining...

Biotech Industry Working to Keep Up Covid Mutations
Nasdaq Portfolio Solutions Channel

Biotech Industry Working to Keep Up with Covid Mutations

As the Delta variant sweeps across the globe, pharmaceutical and biotech companies are working to...

Seeking an IPO, Robinhood Lowers Its Valuation
Crypto Channel

Seeking an IPO, Robinhood Lowers Its Valuation

According to an amended SEC filing on Monday, popular trading app Robinhood is now seeking a...

Majority of Asset Management App Downloads Crypto Apps
Crypto Channel

A Majority of Asset Management App Downloads Are Now Crypto Apps

In the first half of 2021, the majority of asset management app downloads were crypto apps, at...

Two Years Later, China's STAR Market Continues to Glow
China Insights Channel

Two Years Later, China's STAR Market Continues to Glow

On July 22, the Shanghai Stock Exchange Science and Technology Innovation Board, or STAR Market,...

EU and China Announce New Emissions Plans
The Responsible Investing Channel

EU and China Announce New Emissions Plans

Two of the world’s largest economies, the European Union and China, recently announced plans for...

Cloudflare Co-Founder Joins the Billion Dollar Club
Nasdaq Portfolio Solutions Channel

Cloudflare Co-Founder Joins the Billion Dollar Club

Cloudflare’s co-founder Michelle Zatlyn became the newest billionaire in the technology sector...

China Set to Launch World's Largest Emissions Program
China Insights Channel

China Set to Launch World's Largest Emissions Trading Program

China is nearing the launch of its own carbon market, which will become the world’s largest and...

8 Out of 10 Asset Managers Say ESG Is a Top Priority
The Responsible Investing Channel

8 Out of 10 Asset Managers Say ESG Is a Top Priority

More than eight in ten asset managers said that ESG is one of their company’s top priorities,...

China’s Rising Exports Bolster This Emerging Market ETF
Core Strategies Channel

China’s Rising Exports Bolster This Emerging Markets ETF

China’s imports and exports grew in June at a faster pace than expected, as reported by theWall...

These Invesco ETFs Hold over 1 Billion Dollars
Innovative ETFs Channel

These Invesco ETFs Hold over 1 Billion Dollars

On Monday, Invescoannounced that its newly launched multi-factor ETF suite that tracks small-,...

An ETF to Invest in China's Electric Car Bonanza
China Insights Channel

An ETF to Invest in China's Electric Car Bonanza

Electric vehicle sales in China continue to rocket upward, as the demand grows for the...

Behind the Push for a Federal Clean Energy Standard
The Responsible Investing Channel

Behind the Push for a Federal Clean Energy Standard

More than 75 companies are currently lobbying lawmakers to enact a federal “clean energy standard...

VanEck: The Largely Bullish Case For Ethereum
Crypto Channel

VanEck: The Largely Bullish Case For Ethereum

Often overshadowed by Bitcoin in the news, Ethereum offers unique opportunities for investors and...

Daily Volume Doesn’t Tell ETF's Whole Liquidity Story
Core Strategies Channel

Daily Volume Doesn’t Tell an ETF's Whole Liquidity Story

An ETF’s trading volume is not the sole or even the best determinant of its liquidity.

A Financial Approach to Climate Change
China Insights Channel

A Financial Approach to Climate Change

Fighting climate change will require the power of the free market, said Luke Oliver, managing...

As the Nasdaq Hits Records, Up the Leverage with 'QLD'
Nasdaq Portfolio Solutions Channel

As the Nasdaq Hits Records, Up the Leverage with 'QLD'

The Nasdaq Composite hit yet another all-time intraday high on Tuesday, following a recent spate...

Nio Inc. Posts Record Earnings
China Insights Channel

Nio Inc. Posts Record Earnings

NIO Inc. (NIO), a leading Chinese manufacturer and designer of of electric vehicles, reported...

Official Compares Digital Currency to Parachute Pants
Crypto Channel

Fed Official Compares Digital Currency 'Fad' to Parachute Pants

Fed Vice Chairman for Supervision Randal Quarles spoke independently Monday to bankers in Utah,...

China's Didi IPO Hits the NYSE at Full Throttle
China Insights Channel

China's Didi IPO Hits the NYSE at Full Throttle

China’s largest ride-hailing app, Didi Chuxing Technology Co. (DIDI), began trading Wednesday on...

ProShares Files for a New Blockchain ETF
Crypto Channel

ProShares Files for a New Blockchain ETF

This week, ProShares filed for a crypto and blockchain ETF with the SEC. It joins more than a...

The KARS ETF Lands a New Bloomberg Index
China Insights Channel

The KARS ETF Lands a New Bloomberg Index

KraneShares recently announced that its KraneShares Electric Vehicles & Future Mobility ETF (...

Breaking Down 'BLOK': Inside This ETF's Portfolio
Crypto Channel

Breaking Down 'BLOK': Inside This ETF's Portfolio

Even as crypto markets rose and fell (and rose, and fell) in May, one actively managed...

Former U.S. Ambassadors Discuss U.S.-China Relations
China Insights Channel

Former U.S. Ambassadors Discuss U.S.-China Relations

As Biden’s administration begins to repeal parts of the Trump-era bans on investing in China,...

China Still Dominates the World of Solar Power
China Insights Channel

China Still Dominates the World of Solar Power

With the Biden administration’s intention to convert the U.S. electric grid to carbon-free...

How a Crackdown on Chinese Tech Benefits A-Shares
China Insights Channel

How a Crackdown on Chinese Tech Benefits A-Shares

China’s recent crackdown on tech has created an unintended gap between onshore and offshore...

As Companies Pivot to ESG, Entrepreneurs Are Ahead
Entrepreneur ETF Channel

As Companies Pivot to ESG, Entrepreneurs Are Ahead of the Curve

As pressure mounts from lawmakers, investors, and the public for companies to increase their...

Commissioner Berkovitz Questioning the Legality of DeFi
Crypto Channel

Commissioner Berkovitz Questioning the Legality of DeFi

Decentralized finance, or DeFi, systems warrant caution due to their lack of investor protections...

The Role of Carbon Markets in Emissions Reduction
China Insights Channel

The Role of Carbon Markets in Emissions Reduction

Derivatives markets can play an important role in facilitating a low-carbon economy transition,...

IEA Sets Pathway to Net Zero Emissions by 2050
China Insights Channel

IEA Sets Pathway to Net Zero Emissions by 2050

Obtaining net zero emissions by 2050 without massive disruption to the global energy supply is...

Shift Into Economic Recovery with Small Caps, 'ERSX'
Entrepreneur ETF Channel

Shift Into Economic Recovery with Small Caps, 'ERSX'

As global economies begin shifting into recovery mode, ERShares believes that small cap companies...

Carbon Prices Soar as Investors Flock to Emissions
China Insights Channel

Carbon Prices Soar as Investors Flock to Emissions Trading

Growing awareness and recent warming trends have seen companies shifting their environmental...

'KMED' Could Gain from Approval of Chinese Vaccine
China Insights Channel

'KMED' Could Gain from Approval of Chinese Vaccine

On Tuesday, the World Health Organization approved a Covid-19 vaccine produced by Sinovac Biotech...

Eva Ados: Digital Disruptions Won't Come from Bitcoin
Entrepreneur ETF Channel

Eva Ados: Digital Disruptions Won't Come from Bitcoin

Bitcoin “will not continue to be the leader” of the cryptocurrency pack and is not a smart pick...

Could a Bitcoin ETF Actually Be Carbon Neutral?
Crypto Channel

Could a Bitcoin ETF Actually Be Carbon Neutral?

With Bitcoin’s environmental impact increasingly scrutinized by investors, a plethora of...

Consider KRBN as Forecasted Climate Change Accelerates
China Insights Channel

Consider KRBN as Forecasted Climate Change Accelerates

Chances of global warming temporarily reaching the 1.5 degree Celsius threshold within the next 5...

Eva Ados: Bank on Big Tech Stocks, Avoid Crypto
Entrepreneur ETF Channel

Eva Ados: Bank on Big Tech Stocks, Avoid Crypto

Bitcoin is increasingly compared to precious metals, but the cryptocurrency is more akin to “...

Is Automation the Answer to Labor Shortages in China?
China Insights Channel

Is Automation the Answer to Labor Shortages in China?

As its population ages, China, the world’s second largest economy, is facing growing shortages in...

Which Sectors Are Witnessing the Most Job Growth?
Entrepreneur ETF Channel

Which Sectors Are Witnessing the Most Job Growth?

Service-providing industries, including IT, management, and healthcare, have seen the biggest job...

How Entrepreneurial Firms Bolster Job Creation
Entrepreneur ETF Channel

How Entrepreneurial Firms Bolster Job Creation

Entrepreneurial companies create enormous job growth when compared to traditional companies, as...

Coinbase Boasts High Earnings, but Still Misses Targets
Crypto Channel

Coinbase Boasts High Earnings, but Still Misses Targets

Coinbase released its Q1 earnings in a letter to shareholders yesterday that saw quarterly...

SEC Leaders Stifle Hopes for a 2021 Bitcoin ETF
Crypto Channel

SEC Leaders Stifle Hopes for a 2021 Bitcoin ETF

Investors hoping for a crypto ETF to be passed this year have seen those hopes diminished after...

Expect Markets to Be Choppy in May, Says Joel Shulman
Entrepreneur ETF Channel

Expect Markets to Be Choppy in May, Says Joel Shulman

Big tech stocks have notched big gains, but they still have room to move even higher throughout...

Crypto Firm Osprey Announces a Polkadot Product
Crypto Channel

Crypto Firm Osprey Announces a Polkadot Product

Two new institutional products based on the eighth-largest cryptocurrency are coming to market,...

‘Blue Skies Ahead’ for Investors: ERShares’s Ados
Entrepreneur ETF Channel

‘Blue Skies Ahead’ for Investors: ERShares’s Ados on Coinbase Success and Equity Market Growth

Coinbase’s record direct public offering (DPO), favorable equity markets, and increased cashflow...