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Recent Content By Special to VettaFi
News

White Wolf Brings Private Capital Expertise to the Public Via LBO

Private capital – encompassing private equity and private credit – is in the midst of a bit of a...

Alternatives Channel

The Case for a Laddered Approach to Structured Protection ETFs

Over the past few years, the US market has seen a rise in the popularity of Structured Outcome...

News

Demand High for Annuities as Client Needs for Guaranteed Retirement Income Grow

MassMutual Head of Annuity Distribution Matt DiGangi recently sat down with VettaFi to discuss...

Alternatives Channel

CCEF: A Potential Antidote to Falling Yields and Volatility Spikes

Times are interesting to say the least as we converge on a period in which the Federal Reserve...

Commodities Channel

A Time to Reap and A Time to Sow

U.S. Harvest Preview

Jake Hanley, CMT Managing Director / Sr. Portfolio Strategist | September 3,...

Alternatives Channel

Calamos Announces CPSL, First Laddered ETF Offering a Systematic Approach to Investing in 100% Downside Protection S&P 500 ETFs

Calamos Announces CPSL, First Laddered ETF Offering a Systematic Approach to Investing in 100%...

Alternatives Channel

Calamos Launches CPSA With an 8.74% Initial Cap & 100% Downside Protection to S&P 500® Over One Year

- Calamos S&P 500 Structured Alt Protection ETF – August (CPSA), offering an initial cap rate...

News

Qraft Teams With LG AI Research to Offer Pioneering AI-Powered ETF

Qraft Technologies took AI-driven investment products to the next level with the launch of the...

Alternatives Channel

Markets Don’t Like Uncertainty. Prepare for the 2024 Election With Our Suite of ETFs

With this election season upon us, market volatility has become a rising concern for investors....

Alternatives Channel

Calamos Launches CPSJ with a 9.45% Initial Cap, Expanding Structured Protection ETF™ Series

Calamos Launches CPSJ with a 9.45% Initial Cap and 100% Downside Protection to S&P 500 Over...

Alternatives Channel

Calamos Launches CPRJ, First ETF to Provide 100% Downside Protection to Russell 2000® Over One Year

Calamos Launches CPRJ with an 11.20% Initial Cap, First ETF to Provide 100% Downside Protection...

Alternatives Channel

Calamos Announces Russell 2000 Structured Alt Protection ETF – July (CPRJ)

Calamos Announces Russell 2000 Structured Alt Protection ETF – July (CPRJ), 10.5% – 11.2%...

Alternatives Channel

Calamos Responds to Significant Investor Demand for Protected Growth Solutions

Calamos Responds to Significant Investor Demand for Protected Growth Solutions, Offering Monthly...

Alternatives Channel

Calamos Plans Launch of Nasdaq-100® Structured Alt Protection ETF™- June (CPNJ)

Calamos Plans Launch of Nasdaq-100 Structured Alt Protection ETF- June (CPNJ),
9.83% –...

Financial Literacy Channel

The Wealth Paradox: Why Some High-Income Earners Have Low Net Worth

By Aaron Cirksena

News

Franklin’s Muni Bond ETF Leverages a Deep Research Bench

Municipal bonds are known for their tax advantages and low default rates. Right now they have a...

Alternatives Channel

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

Calamos Launches S&P 500 Structured Alt Protection ETF – May (CPSM), Announces 9.81%...

Alternatives Channel

Calamos Targets Capital Protected Industry With 12 New ETFs

Calamos Targets Capital Protected Industry with 12 New ETFs Delivering 100% Downside Protection,...

News

WATCH: ETF of the Week: SPDR® Gold Shares (GLD)

VettaFi’s vice chairman Tom Lydon discussed the SPDR Gold Shares (GLD A-)on this week’s “ETF of...

Index Education

Classification Standard

The Energy MLP Classification Standard is a framework for standardizing the sector...

News

VettaFi’s Advisor Perspectives Named Most Read E-Newsletter for Fifth Consecutive Year

VettaFi’s Advisor Perspectives Named Most Read E-Newsletter for Financial Advisors for Fifth...

News

VettaFi Completes First Independent Audit With IOSCO Principles for Financial Benchmarks

VettaFi Announces That Its Fast-Growing Index Business Has Successfully Completed Its First...

News

VettaFi Announces Acquisition of EQM Indexes

Innovative provider of custom indexes becomes a key part of a growing suite of VettaFi index...

News

This Tool Makes Employees Engaged and Productive

By Matt Reiner

This article was originally published on Advisor Perspectives on July 31, 2023.

...

News

Welcome to the Engagement Economy

By John Prendergast. This article was originally published on Sdvisor Perspectives on July 26,...

Financial Literacy Channel

A Primary Market Primer: How Bond ETF Units Are Created and Redeemed

ByCarolina Carloni

In the second part of our look at fixed income ETFs, we examine how the...

Financial Literacy Channel

A (Re)Balancing Act: Why Are Investors Turning to ETFs for Bond Exposure

ByCarolina Carloni

Multifactor Channel

Bull vs. Bear: Do Multifactor ETFs Make Sense for Today's Market?

Bull vs. Bear is a weekly feature where the VettaFi writers’ room takes opposite sides for a...

Market Insights Channel

Harbor ETF Offers Unique High-Yield Bond Angle

Harbor Capital launched its Harbor Scientific Alpha High-Yield ETF (SIHY C) last September....

Financial Literacy Channel

Before Living Together, Couples Should Get on the Same Page Financially

BY MARGUERITA M. CHENG, CFP, PUBLISHED NOVEMBER 19, 2022

Fixed Income Channel

Gundlach: Buy Bonds, Not Stocks

by Robert Huebscher 6/7/23

Modern Alpha Channel

The Case for Non-U.S. Allocations

At of the start of this year, Rick Pitcairn took on a new position as the chief global strategist...

Disruptive Technology Channel

Look Beyond Alphabet and Microsoft for AI Growth

The artificial intelligence (AI) revolution has the potential to disrupt industries on a larger...

News

SigmaLogic, Known for LOGICLY, Now Part of VettaFi

NEW YORK — (BUSINESS WIRE) — VettaFi, a data, analytics, digital distribution, and...

Crypto Channel

Ric Edelman on the Future of Crypto

Gaining Perspective, featuring: Ric Edelman, Founder of Digital Assets Council of Financial...

Crypto Channel

ETFs Evening the Field for 30 Years

By David LaValle, Grayscale’s global head of ETFs

We recently celebrated the 30th anniversary of...

News

VettaFi Acquires the ROBO Global Index Suite

ROBO Global is a leading provider of research-driven disruptive technology portfolios;...

News

VettaFi Announces Further Enhancements to Its Investor Behavioral Intelligence Offering

Provides deeper data and stronger insights into the “who” and the “how” that are crucial...

Crypto Channel

The Metaverse

By Justin McKennon

Ideas about the metaverse have been around for quite some time. In 1992,...

ETF Education Channel

Mutual Fund-to-ETF Conversions: The Future in 4 Charts

By John Hyland

Since its beginning almost 30 years ago the ETF industry sees a new trend or...

News

VettaFi Opens New York Hub, Adds Industry Veteran Craig Katz as Head of Sales -- Industry Data & Analytics

New space in Midtown Manhattan to feature multimedia studio, meeting areas for clients and...

News

TMX Group Announces Strategic Investment In VettaFi

Deal includes a commercial agreement that will accelerate TMX Datalinx’s expansion, adding...

News

TMX Group Announces Strategic Investment In VettaFi

Deal includes a commercial agreement that will accelerate TMX Datalinx’s expansion, adding...

Emerging Markets Channel

The Problem With Company Scoring: ESG & Emerging Markets

By John Hyland

China Insights Channel

Foreign Investors Flooding Back into China

Foreign investors are pouring back into China after having been underweight for much of the last...

Index Education

Energy Infrastructure 101

This section is designed for people that are brand new to energy infrastructure or those that...

Index Education

Energy Infrastructure 201

This section of the Energy Infrastructure University is intended for people who have worked...

Index Education

Energy Infrastructure Investing

The incredible breadth of energy infrastructure investment product selection is due to the wide...

Index Education

Energy Value Chain

The Energy Value Chain allows users to begin with the hydrocarbons in the ground and trace their...

Index Education

Figures and Tables

The North American midstream energy infrastructure universe has evolved over time. For investors,...

Index Education

MLP 101

This section is designed for people that are brand new to the MLP space or those that simply want...

Index Education

MLP 201

This section of the MLP University is intended for people who have worked through MLP 101 or...

Index Education

MLP Investing

The incredible breadth of MLP investment product selection is due to the wide variety of...

Crypto Channel

2022: The Year of the Black Swan in Crypto

By Justin McKennon, Co-Founder Coinbusters.io

Institutional Income Strategies Channel

Fixed Income Update for November 15, 2022

  • Thursday’s Consumer Price Index “CPI” printwas the big story of the week,with core CPI for...
Institutional Income Strategies Channel

BondBloxx: Fixed Income Monthly Update - October

BondBloxx notes Positive corporate earnings, a visible end to rate hikes, and attractive...

Institutional Income Strategies Channel

BondBloxx: Weekly Fixed Income Update for Nov 8, 2022

Wednesday’s Federal Reserve “Fed” meeting drove up volatility, as markets first rallied when the...

Disruptive Technology Channel

Bull vs. Bear: Meta Stock -- Does It Have Legs?

Bull vs. Bear is a new, weeklyfeature where the VettaFi writers’ room takes opposite sides...

Crypto Channel

Vikram Malhotra on The Blockchain Interviews

Vikram Malhotra, the co-author of ‘CEO Excellence’ and Senior Partner at McKinsey and...

News

VettaFi Names Peter Dietrich Head of Sales for Index

LOS ANGELES, October 25, 2022 – VettaFi, a data, indexing, digital distribution, and thought...

News

Tax Loss Harvesting the FAANGs? Look to PTNQ, FCOM

As the leaves turn, the time has come again to consider the merits of tax loss harvesting...

Innovative ETFs Channel

4 Invesco ETFs to Follow for Tech Earnings Week

Tech earnings week is upon us, and with the stock market in a mini rally over the last several...

News

3 ETFs to Play the WFH Baby Boost

Birth rates had already been declining for nearly three decades when the COVID-19 outbreak struck...

The Responsible Investing Channel

SPDR’S SHE ETF Bolsters ESG Lens Through New Index

While discussion of ESG often focuses heavily on the environment, there are notable investor...

Crypto Channel

Greg Foss on The Blockchain Interviews

Intro Vocals 0:01
You’re watching the blockchain interviews hosted by Dan Weiskopf. Each...

Beyond Basic Beta Channel

VanEck Targets Green Infrastructure With RNEW Launch

On Thursday, VanEck released its new VanEck Green Infrastructure ETF ((RNEW B-)) amid growing...

News

VettaFi Announces Advisor Perspectives Acquisition

Acquisition of a leading interactive publisher for RIAs, wealth managers, and financial advisors...

News

VettaFi Announces Acquisition of Advisor Perspectives

Acquisition of leading interactive publisher for RIAs, wealth managers and financial advisors...

News

"The Price of Admission"

The third quarter of 2022 began with signs of promise as stocks bounced off their June lows and...

News

VettaFi Indexes now Underpin 6 ETFs for First Trust

Another First Trust ETF isswitching to VettaFi, bringing the total number of First Trust funds...

Crypto Channel

Matt Mosman on The Blockchain Interviews

Intro Vocals 00:01
You’re watching the Blockchain Interviews hosted by Dan Weiskopf. Each...

Crypto Channel

Jonathan Steinberg on The Blockchain Interviews

Intro Vocals 00:01
You’re watching the Blockchain Interviews hosted by Dan Weiskopf. Each...

News

The Cheapest ETFs to Make Bear Markets Less Painful

By Elisabeth Kashner, CFA, VP, Director of Global Fund Analytics, FactSet Research Systems

U.S....

News

H1 2022 ETF Flows: Steadfast, Brave, and Foolhardy?

By Elisabeth Kashner, CFA, VP, Director of Global Fund Analytics, FactSet Research Systems

U.S....

News

Laure Richmond is Chief Financial Officer of VettaFi

Richmond joins VettaFi with close to 20 years of experience, including seven years as CFO with...

News

Peculiar Markets, Inflation, and the Fed

By Nate Geraci

Crypto Channel

Crypto is an Emerging Industry (Part One)

By Justin McKennon

Crypto Channel

The Blockchain Interviews: Mike Novogratz

Intro Vocals 00:01
You’re watching the blockchain interviews hosted by Dan Weiskopf. Each...

The Responsible Investing Channel

ESG That's Risk Managed

By Mark Kritzman and Cel Kulasekaran

Whether the continuing trend to ESG oriented investment is...

Crypto Channel

The Blockchain Interviews with Weiskopf: Ric Edelman

Intro Vocals 00:01
You’re watching the blockchain interviews hosted by Dan Weiskopf. Each...

Crypto Channel

Tokenomics for the Savvy Investor Part 2

By Patrick O’Neil, Justin McKennon – CoinBusters

Index Insights

Overview of the Alerian Energy Infrastructure Index Suite

Not sure which Alerian energy infrastructure benchmark is most relevant for evaluating your...

Leveraged & Inverse ETF Channel

The Battle in the Bond Markets

Interest rates have been rising since hitting their all-time low during the Covid Crash of 2020,...

Crypto Channel

Locating Diamonds in a Rough Market

By Justin McKennon

News

Jon Fee Named New Chief Marketing Officer of VettaFi

Former Salesforce and BlackRock exec to lead marketing fordata-driven platform transforming...

Index Insights

Diversifying Portfolios with Digital Asset Investments

The world is rapidly digitizing, and blockchain technology is playing a critical role in this...

Index Insights

Institutional Adoption of Digital Assets

We see institutional investors gaining exposure to cryptocurrency at a rapid pace of adoption...

News

Brian Coco Named Head of Index Products for VettaFi

Coco brings 20+ years of leadership and experience in index design and implementation, most...

Commodities Channel

Investing In Agriculture: A New Teucrium Strategy

By Jake Hanley, CMT
Managing Director, Sr. Portfolio Strategist

News

Introducing VettaFi: Solving Asset Managers’ Biggest Challenges

ETF Trends, ETF Database, Alerian, S-Network are all now part of VettaFi

LOS ANGELES, May 19,...

Crypto Channel

The Collapse of Luna

By Justin McKennon
CoinBusters
5/15/2022

The entire cryptocurrency landscape has been nearly held...

Crypto Channel

Tokenomics for the Smart Investor (Part I)

Author: Patrick O’Neil Co-Founder of Coinbusters & Chief Digital Asset Educator/Researcher

...

Crypto Channel

TerraUSD Stablecoin Drops, Plunging Below Peg Value

By Elle Caruso & James Comtois

Crypto Channel

The Blockchain Interviews: Landon Cassill on Formula 1

Intro Vocals 00:02
You’re watching The Blockchain Interviews hosted by Dan Weiskopf. Each...

Leveraged & Inverse ETF Channel

What Do Soaring Yields Mean for the Bank Stock Trade?

By David Fajardo

Editor’s note: Any and all references to timeframes longer than one trading day...

News

ETFintwit Roundup For 4/22/2022

This week saw stocks sell off, which highlights just why our next Twitter Spaces, happening...

Emerging Markets Channel

India’s Nykaa’s 'Earth Friendly' Shopping Spree

Originally published by EMQQ Global.

Nykaa is India’s version of Sephora, an Indian...

News

ETF Veteran Phil Bak's Letter On FINRA Proposal

April 7, 2022

Jennifer Piorko Mitchell, Office of the Corporate Secretary, FINRA
Meredith...

News

Lara Crigger Becomes EIC of ETF Trends, ETF Database

IRVINE, Calif., April 7, 2022: ETF Trends and ETF Database, the industry’s leading sources for...

News

ETFintwit Roundup for Friday, April 1, 2022

The good news is that no major financial personality said anything super dumb this week on...

Crypto Channel

The Blockchain Interviews - Jonathan Wilk on Arculus

Intro Vocals 00:01
You’re watching the blockchain interviews hosted by Dan Weiskopf. Each...

News

The Mainstream Argument for Alternative Investing

Alternative investments can feel like a separate world from the rest of investing. The term...

News

Todd Rosenbluth Joins ETF Trends and ETF Database

Leading advisor-centric ETF platform commits to greater research with another industry...

Climate Insights Channel

Consider Carbon Markets as an Inflation Hedge

By KraneShares

News

Survey Shows Top Priorities for Investors

By Elle Caruso and James Comtois

News

ETF Database & ETF Trends Support Ukrainian Relief

Geopolitical tensions affect every company in different ways. Like you, we’ve read the headlines...

News

Branding and Anna N'Jie-Konte

The next time you have a few moments, Google image search the terms banker, stockbroker, and...

News

Fintech Is Doing What Finance and Technology Could Not

The phrase fintech gets thrown around so much these days that it’s easy to look past the two...

Crypto Channel

The Blockchain Interviews: Taylor & Sahota

Intro Vocals [00:00:01] You’re watching The Blockchain Interviews hosted by Dan Weiskopf....

News

Use Newsletters to Demonstrate Your Value

For financial advisors — or any financial professional working with retail investors — there’s an...

News

Go on a Braindate

We’ve all had a person whose brain we wanted to pick — an expert, a journalist, a Twitter...

Index Insights

Three Reasons to Consider Midstream/MLPs

In addition to generous income, the midstream/MLP space provides real asset exposure in an...

Crypto Channel

The Blockchain Interviews: Andrew Kiguel

Intro Vocals [00:00:01] You’re watching The Blockchain Interviews hosted by Dan Weiskopf....

News

Announcing Attendee Concierge for Exchange

A lot of event postponements and cancellation announcements have gone wrong since the pandemic...

News

The Exchange Conference Will Now Take Place April 11-14

Largest ETF conference of 2022 is shifting conference start by two monthsout of an abundance of...

Crypto Channel

A Case for Web3 and Crypto Regulation

By Craig Salm

News

5 Predictions for 2022

By Nate Geraci

Crypto Channel

Jaime Leverton on The Blockchain Interviews

Intro Vocals [00:00:01] You’re watching The Blockchain Interviews hosted by Dan Weiskopf....

Crypto Channel

The Blockchain Interviews: Greg Feller

Intro Vocals [00:00:01] You’re watching The Blockchain Interviews hosted by Dan Weiskopf....

Entrepreneur ETF Channel

Eva Ados Highlights ‘Buy Now Pay Later’ (BNPL)

Provided by ERShares

Eva Ados, COO and Chief Investment Strategist at ERShares, recently appeared...

Crypto Channel

The Challenge and Opportunity of Investing in DeFi

BITWISE RESEARCH

Matt Hougan
Chief Investment Officer [email protected] @Matt_Hougan

...

Energy Infrastructure Channel

Finding Income in an Inflationary Environment

By Alerian

Entrepreneur ETF Channel

Metaverse Catapults – 2 Tech Firms Fuel Year-End Rally

Eva Ados, COO and Chief Investment Strategist at ERShares, recently appeared on CNBC’s Trading...

News

How Covered Call ETFs Can Help for Your Portfolio

By Derek Horstmeyer, Reina Tran, and Tao Wei

Crypto Channel

The Blockchain Interviews Featuring Guest Alan Lane

Intro Vocals [00:00:01] You’re watching The Blockchain Interviews, hosted by Dan Weiskopf....

Crypto Channel

The Blockchain Interviews Talks to Mike Cagney

Intro Vocals [00:00:01] You’re watching The Blockchain Interviews hosted by Dan Weiskopf....

The Responsible Investing Channel

The Argument for Nuclear Power

By Andrew Poreda, Vice President & ESG Senior Research Analyst, Sage Advisory

Crypto Channel

The Bitcoin Futures ETF Launch: What It Means for Crypto

Provided by Bitwise

IN THIS ISSUE, WE DISCUSS:
>> Why the new ProShares Bitcoin Strategy...

Crypto Channel

Zero to One: The Largest Change in Crypto

By Bitwise Research

In this issue, we discuss:

  • We’re no longer talking about whether crypto will...
News

Southeast Asia Now has Direct ETF Investor Access

By Dawn Global Management

Southeast Asia is forecast by the IMF to be the fastest growing...

Crypto Channel

Nic Carter on Bitcoin Mining's ESG Impact

Intro Vocals [00:00:02] You’re watching the block chain interviews hosted by Dan Weiskopf....

Big Ideas Channel

Investors Tap Into New Opportunities As EV Sales Surge

By Putnam Investments

When a sector is strong in the face of widespread economic weakness, active...

Crypto Channel

Fred Thiel on The Blockchain Interviews with Dan Weiskopf

Intro Vocals [00:00:02] You’re watching The Blockchain Interviews hosted by Dan Weiskopf....

Crypto Channel

Steve Ehrlich on The Blockchain Interviews with Dan Weiskopf

Intro Vocals [00:00:02] You’re watching the block chain interviews posted by Dan Weiskopf....

ETF Prime

ETF Prime: Dave Nadig Talks Recent ETF Launches & Filings

On this week’s episode of ETF Prime, host Nate Geraci is joined by ETF Trends’ CIO and Director...

Energy Infrastructure Channel

Midstream/MLPs: Summer Sell-Off Feels Overdone

  • Energy equities retreated from their relative highs in June as the Delta variant spread, the...
Crypto Channel

Michael Saylor on The Blockchain Interviews with Dan Weiskopf

Intro Vocals [00:00:02] You’re watching The Blockchain Interviews, hosted by Dan Weiskopf. Each...

Portfolio Strategies Channel

A New ETF Record Reached with Five Months Left

  • With $505 billion of net inflows into U.S. listed ETFs year-to-date through July 26, the U.S....
ETF Prime

ETF Prime: A New Chapter

Q&A with Bruce Bond of Innovator ETFs

In this recent Q&A session, ETF Trends Director of Research Dave Nadig sat down with Bruce...

Gold/Silver/Critical Minerals Channel

Taper Tantrum Takes a Bite Out of Gold

By Paul Wong, CFA, Market Strategist, Sprott

Gold bullion1is down 8.66% YTD through February 28,...

Active ETF Channel

An Even Brighter Future for Active ETFs

  • The latest Schwab investor study provides encouraging signs for overall ETF usage and in...
The Responsible Investing Channel

ESG ETF Liquidity Continues to Warm Alongside Demand

By Jane Street

ESG-conscious investing continues to drive headlines, and the data shows that...

Gold/Silver/Critical Minerals Channel

Silver's Clean Energy Future

By Maria Smirnova, Senior Portfolio Manager, Sprott Asset Management

Equity ETF Channel

Every Step Counts: Fifty years of indexing have proven investing doesn’t need to be complex

By Salim Ramji, Global Head of iShares and Index Investments, iShares

Equity ETF Channel

Factors: Ain’t Misbehavin’

Prepared by Scott Opsal

Investment styles generally have an inherent tendency to outperform in...

Innovative ETFs Channel

Fighting Climate Change via ETFs was Popular in Late 2020

By Todd Rosenbluth, CFRA

Disruptive Technology Channel

Stick With This Top Performing ARK ETF

By Todd Rosenbluth, CFRA

The CFRA Focus ETF for January is ARK Innovation ETF (ARKK B). Unlike...

Equity ETF Channel

Reinvigorating income with equities

By Holly Framstad, CFA,U.S. Head of Factor ETFs, iShares

Equity ETF Channel

U.S. Investors’ Home Bias Comes with Risk

By Todd Rosenbluth, Head of ETF & Mutual Fund Research, CFRA

The Responsible Investing Channel

ESG Case Study – Northrop Grumman

By Kathryn Maraist & Andy Poreda

Aerospace & Defense is a critical component of the...

Beyond Basic Beta Channel

The Tech Stocks that Impressed in November—Not Big Tech

By Brandon Rakszawski, VanEck Senior ETF Product Manager

The Morningstar Wide Moat Focus IndexSM...

Active ETF Channel

Finding Opportunities After the Rebound

By Robert W. Sharps, CFA,Head of Investments, T. Rowe Price

Quality over quantity: Building high quality equity portfolios

By J.P. Morgan Asset Management

One of the most successful investors of all time, Warren Buffet,...

Equity ETF Channel

ESG ETFs Punching Above Their Weight

Net inflows to Broad ESG ETFs, which focus on environmental, social and governance metrics, more...

Thematic Investing Channel

Staying Home Was a Key ETF Theme in 2020

With many Americans working or attending school at home, cloud computing investments have soared....

What is the ‘temperature’ of your portfolio?

By MSCI

How an index approach can help investors align with the Paris Agreement

The worldwide...

Active ETF Channel

Finding Alpha in an Increasingly Concentrated U.S. Market

By Taymour Tamaddon, CFA,Portfolio Manager, T. Rowe Price

Modern Alpha Channel

The EU’s Big Tech “Hit List” Solidifies

By Jeff Weniger, CFA, Director, Asset Allocation, WisdomTree

Is anyone not gunning for Big Tech?

...
Innovative ETFs Channel

PEY: Dividend Growth Stocks With Double The Yield

By Dave Dierking

  • Up until recently, dividend stock performance has been a mixed bag with high...
Equity ETF Channel

A conversation with Nobel laureate William F. Sharpe about indexing

By Daniel Prince, CFA, iShares

Index investing was considered anathema to all but a handful of...

News

How the Growth of Sustainable Investing Has Investors Seeing Green

By MSCI

The growth of sustainable investing is fueling demand for financial products that...

The Responsible Investing Channel

Pro-ESG Policies Likely to Return in the US

By Spinnaker Trust

The growth in dollars invested in ESG continues to accelerate unabated....

Thematic Investing Channel

Can Biden’s Administration Light Up the POTX ETF?

The cannabis industry has seen a nice uptick following the election. With a Biden administration...

Multifactor Channel

The Market Is Up, But So Is Volatility

By Fei Mei Chan, Index Investment Strategy, S&P Dow Jones Indices

So far, 2020 has brought us...

Beyond Basic Beta Channel

Turkish Lira – Buyers’ Remorse?

By Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy, VanEck

Turkish...

Modern Alpha Channel

How Accounting Can Distort Valuations

By Jeremy Schwartz, CFA, Global Head of Research, WisdomTree

Last week, we had the pleasure of...

The Responsible Investing Channel

Why Now for ESG?

By Shaun Wurzbach Director, Global Head of Financial Advisor Channel, S&P Dow Jones Indices

...

Modern Alpha Channel

Whole Lotta Shakin’ Goin’ On

By Scott Welch, CIMA
WisdomTree Chief Investment Officer – Model Portfolios

This article is...

Beyond Basic Beta Channel

Bitcoin Price Approaches All-Time-Highs as Demand Surges

The price of bitcoin is undergoing a parabolic price rally. As bitcoin nears its all-time high—...

Innovative ETFs Channel

QQQJ: The 'Next In Line' Stocks For The Nasdaq 100

By Dave Dierking

  • The Invesco Nasdaq Next Gen 100 ETF targets the largest 100 non-financial...
The Responsible Investing Channel

A Framework for Analyzing Municipal Climate Risk

By Nick Erickson & John Sama, Sage Advisory

Most ESG investors would agree that climate...

The Responsible Investing Channel

SPDR ETFs: Liquidity and Price Discovery Tools

By State Street Global Advisors

During a period of heightened volatility, SPDR ETFs served as an...

Beyond Basic Beta Channel

Immense Challenges Ahead Support Gold

By Joe Foster, VanEck Portfolio Manager, Gold Strategy

Gold continued to consolidate during...

Equity ETF Channel

U.S. bond ETFs hit $1 trillion AUM

BySteve Laipply,U.S. Head of iShares Fixed Income ETFs, iShares

News

3 Important Implications of Change in Post-COVID World

By Gary Stringer, Kim Escue and Chad Keller, Stringer Asset Management

The Responsible Investing Channel

October ETF Flows: This Is the Way

Equity ETF Channel

Earning Some Income While Sitting on the Sidelines

By Todd Rosenbluth, Head of ETF & Mutual Fund Research, CFRA

Equity ETF Channel

Election 2020 and implications for overseas stocks

By Jeff Spiegel, Director, iShares

Beyond Basic Beta Channel

Moat Stocks: Poised for a Comeback?

By Brandon Rakszawski, VanEck Senior ETF Product Manager

As the markets work through the turmoil...

Equity ETF Channel

Advisors Debate Short-Term Inflation Outlook, But Warn for Long-Term Impact

By Debbie Carlson

Inflation is currently tame, and with a few exceptions, there’s little...

Equity ETF Channel

Outlook for renewable energy

BySarah Kjellberg,Head of U.S. iShares Sustainable ETFs, iShares

Equity ETF Channel

Eyeing regulation risk in tech

ByJeff Spiegel,Head of U.S. iShares Megatrend and International ETFs, iShares

The Responsible Investing Channel

China’s Ambitious Green Goal: Carbon Neutral by 2060

ByJessamyn L. Norton, CFA, Spinnaker Trust

Beyond Basic Beta Channel

How Will the Election Impact Your Portfolio?

By VanEck

Beyond Basic Beta Channel

Can Wells Fargo, Boeing and Biogen Add Value?

By Brandon Rakszawski, VanEck Senior ETF Product Manager

I’ve written frequently about market...

Smart Beta Channel

Different ESG Pathways by the Republicans and Democrats

By DWS

When it comes to addressing the climate emergency and the broader ESG agenda in the United...

The Responsible Investing Channel

Executive Compensation Voting During the Pandemic

ByMatthew W Diguiseppe,Vice President, Asset Stewardship Team, State Street Global Advisors

Beyond Basic Beta Channel

Chasing a Multibillion Dollar Opportunity From Your Barstool

By VanEck

Despite the pandemic shutting down live sporting events for most of the second quarter...

News

Q&A With Emles Advisors Co-Founder Gabriel Hammond

Asset management firm Emles Advisors launched on Oct. 15 with the goal of solving the unique...

Equity ETF Channel

An investor playbook for election uncertainty

By Holly Framsted, CFA, Managing Director, US Head of Factor ETFs, within BlackRock’s ETF...

Innovative ETFs Channel

Invesco Fifth Annual Global Factor Study Results

Fifth survey of 238 factor investors across the globe finds persistent appeal amid volatility;...

Equity ETF Channel

Building Portfolios Using ESG Criteria

By Todd Rosenbluth,Head of ETF & Mutual Fund Research, CFRA

Modern Alpha Channel

What Is Tax Loss Harvesting?

By WisdomTree

The Responsible Investing Channel

2020 is brought to you by the letter “S”

Leveraged & Inverse ETF Channel

A Vaccine Is Coming. So What?

For the better part of 2020, the market has been ruled less by hard numbers and more by...

Leveraged & Inverse ETF Channel

Examining Equity Trades in Russia, Mexico and Korea

Although much of the market’s attention has been zeroed in on large cap U.S. stocks (and rightly...

The Responsible Investing Channel

A New Beginning for the Oil and Gas Industry?

Oil and gas companies have been top of mind for ESG investors for many years. That is not...

Active ETF Channel

Betting on Secular Change Is Not Just for Growth Investors

By Heather K. McPherson and John D. Linehan, CFA, T. Rowe Price Portfolio Managers

  • Value stocks...
News

Q&A: Nancy Davis on the Fed, Inflation & Opportunities

ETF Trends caught up with Nancy Davis, CIO and Managing Partner at Quadratic Capital Management...

Equity ETF Channel

Looking overseas: The case for international investing

By Michael Lane, Head of iShares US Wealth Advisory for BlackRock

The debate about international...

Active ETF Channel

Volatility in Technology Highlights Importance of Selectivity

By Alan Tu, CFA, T. Rowe Price Portfolio Manager

KEY INSIGHTS

  • The recent pullback in technology...
Beyond Basic Beta Channel

Video Gaming and Esports: Taking Media and Entertainment to the Next Level

By John Patrick Lee, CFA, VanEck Product Manager

The video game industry is projected to reach...

Equity ETF Channel

Why it’s time for U.S. investors to consider overseas stocks

A Q&A with Jennifer Delaney, CFA, a product strategist representing the BlackRock Emerging...

News

Managing risk and capturing growth potential: Why invest in JQUA

By J.P. Morgan Asset Management

The economic ripple effects of COVID-19 are hitting some...

Index Insights

2020 Midstream Summer Update Video

Thus far in 2020, the equity price performance and elevated yields for midstream and MLPs...

Leveraged & Inverse ETF Channel

COVID Trade: The Race for an Ounce of Prevention

Summertime is typically regarded as a notoriously choppy month for markets as volume tends to...

Leveraged & Inverse ETF Channel

Direxion Work From Home ETF (WFH): 2Q Earnings Overview

As Q2 earnings take a hit from COVID-19, the pandemic may have tilted the playing field for the...

Leveraged & Inverse ETF Channel

Risks Remain on the Road to Recovery

Overview

  • Risk and uncertainty remain in the near-term, but improving economic data helps support...
Leveraged & Inverse ETF Channel

The Industrial Revolution Redux

Perhaps no sector epitomizes the stock market’s resilience in the face of the coronavirus...

News

July ETF Flows: All About Bonds

ETF flows for the month of July were over $37 billion, making for a solid but not record month of...

Index Insights

Assessing the Threat of the Energy Transition for Oil and Gas

The buzz around renewables and electric vehicles has only increased in recent months with the...

Index Insights

Assessing the Threat of the Energy Transition Part 2: Electric Vehicles

Summary //

  • EVs are a small portion of the vehicle fleet today, and their impact on oil demand...
News

Why Invest in Ultra-Short, Active Strategies in Today’s Markets

By J.P. Morgan Asset Management

On one end of the income spectrum are cash instruments with low...

Index Insights

AMNA: The Benchmark Index for North American Midstream

Several years ago, Master Limited Partnerships (MLPs) dominated the midstream universe, making...

Leveraged & Inverse ETF Channel

Different Market, Same Leaders: Tech ETFs Thrive In Pandemic

By Direxion

With April seeing major indexes bounce back after one of the most tumultuous periods...

Leveraged & Inverse ETF Channel

Inflation or Stagnation? The Long & Short in Fixed Income ETFs

Even before the spectacular end of the record bull market of the previous decade, fixed income...

Index Insights

2020 Midstream Mid-Year Update

With the collapse in oil prices sending shockwaves through the energy sector in March and...
Leveraged & Inverse ETF Channel

Which Daily Leveraged ETFs Surged In Late-March?

By Direxion

The volatility as a result of the COVID-19 pandemic has brought uncertainty to an...

Smart Beta Channel

Key Insights on China’s Economy and Chinese A-Shares

ETF Database caught up with Rob Bush, head of U.S. Product Strategy and member of the DWS...

Thematic Investing Channel

Cloud Computing ETFs are Kings of Theme Portfolios

By Todd Rosenbluth, CFRA

Since 2015, the number of thematic ETFs available in US quadrupled to...

Smart Beta Channel

Analyzing the ETF Ecosystem, High Yield and ESG

ETF Database caught up with Dave Stack, Vice President in ETF Capital Markets Group at DWS, to...

Leveraged & Inverse ETF Channel

Asian Stocks: The Other Side of Pandemic

For more than a month now, politicians, businesses and traders have attempted to anticipate the...

Smart Beta Channel

What Does Sell Off Mean for High Dividend Investors

ETF Database caught up with Eric Legunn, CFA, a member of the DWS Research Institute, to discuss...

Beyond Basic Beta Channel

Hope For The Best, Hedge With Gold For The Rest

By Joe Foster, VanEck

Gold has outperformed most asset classes so far in this latest market...

Index Insights

Insights at a Glance: Examining Improved MLP Financial Footing Since 2014

Given the staggering 58.5% year-to-date drop in oil prices to $25.32 per barrel (bbl) as of...

Leveraged & Inverse ETF Channel

Mid Caps & Small Caps. How Long Will Bears Stay in Charge?

Though the entire U.S. market has been caught up in the volatility that’s resulted from the fear...

Smart Beta Channel

How to Invest for the 5G Revolution

By Eric Dutram, Contributor for DWS

The next big step in wireless communications is here. Major...

Index Insights

An Introduction to Alerian's Midstream Dividend Indexes

The Alerian Midstream Energy Dividend Index (AEDW) and the Alerian MLP Infrastructure Dividend...

Leveraged & Inverse ETF Channel

Risk-on or Risk-off?

With the market in full watchdog mode as the Coronavirus continues to spread, two of January’s...

Leveraged & Inverse ETF Channel

Traders Eye Fixed Income

The S&P 500 is coming off one of the best years it’s seen in decades, the Dow Jones...

Relative Value Investing Channel

Is It Time For EM To Shine?

While phase one of the U.S.-China trade deal remains unsigned, both parties have agreed to terms...

Index Insights

2020 Midstream Outlook

How will midstream fare in the new decade? Watch our three-minute 2020 Midstream Outlook...

News

ETF Revenues are at an All-Time High

As of December 2nd, there are currently 2,310 ETFs listed in the U.S., only 3 more than last...

Index Insights

Christmas Karyl: Baby, It's Cyclical

It’s that time of year! Our annual Christmas Karyl is ready for your listening (and...

Relative Value Investing Channel

2020 Outlook: Fear of the Fear of Missing Out

In 2019, investors waded through significant economic and geopolitical uncertainty to push U.S....

News

Short Duration High Yield: An All Weather Solution

By Adam Schrier, CFA, FRM, Director, Product Management, New York Life Investments

News

Entering a New ETF Era: Will active management be adopted in the ETF wrapper?

By BNY Mellon

Following the US Security and Exchange Commission’s (SEC) approval of Precidian’s...

News

“3 Reasons Bond ETFs are on the Rise” with BlackRock’s Karen Schenone

Sage interviews Karen Schenone, a Fixed Income Product Strategist at BlackRock, who talks about...

Index Insights

First Steps: Introducing ESG Issues in Midstream

Environment, social, and governance factors, or ESG, comprise the criteria used by investors in...

Leveraged & Inverse ETF Channel

FOMC: An Early Trick? Or a Treat for Traders?

By Direxion

The U.S. Treasury yield curve, as measured by the difference between the 2-year and...

Index Insights

2019 Midstream Summer Recap Video

With the dog days of summer coming to a close, what should midstream and MLP investors know...

News

Negative Interest Rates: The Mother of all Bubbles? Or the New Normal?

By Lawrence Whistler, CFA, Nottingham Advisors

When you’ve been in this business as long as we...

Practice Management

Practice Management – Quick Tips!

By Jonathan Bernstein, Stringer Asset Management

Thematic Investing Channel

Additive Manufacturing Investments Likely to Increase

By Kayla Matthews,

Like any new technology, there’s always a lot of hype surrounding its release....

Beyond Basic Beta Channel

Fallen Angel High Yield Bonds in the Late Cycle

Written by: William Sokol

Recent falling interest rates have led some investors to move towards a...

Index Insights

The Case for Energy Infrastructure in Your Portfolio

Pipelines are widely considered the cornerstone of energy infrastructure. Because revenues are...

Core Equity Channel

Winners & Losers from Fed Interest Rate Cut

By George Prior

There are winners and losers from the Fed’s rate cut, the first in more than a...

Beyond Basic Beta Channel

Vietnam: A Frontier Market on the Cusp?

Could Vietnam be the next exciting growth story to unfold in the frontier market space?

Relative Value Investing Channel

Relative Weight Spotlight: Cyclicals Continue to Cruise

By Direxion

While some have noted that the recent stock leadership has been too defensive in...

Beyond Basic Beta Channel

Market Pulse Signal: Old Bulls Can Still Run

By Ed Lopez, VanEck Head of ETF Product

The Market Pulse model ended the first half of 2019...

Beyond Basic Beta Channel

Facebook’s Libra: Stablecoins Burst on the Scene

By Jan van Eck, VanEck CEO, Gabor Gurbacs, VanEck Director, Digital Assets Strategy

In recent...

Relative Value Investing Channel

Relative Weight Spotlight – Monthly Outlook – July 2019

By Direxion

OVERVIEW

  • Market Drivers: With expectations for a cut in the federal funds rate all...
Beyond Basic Beta Channel

Innovate, Navigate, Differentiate: Two Gold Companies Explain

By VanEck

Patience is a virtue that gold investors know all too well.

Leveraged & Inverse ETF Channel

Gassing Up to Chase the Russian Bull

By Direxion

Russian stocks surged more than any other international market in June, adding...

Thematic Investing Channel

Millennials vs. Dogs of the Dow Thematic Investing

By Todd Rosenbluth, CFRA

Representing 35% of the labor force, the Millennial generation is...

News

7 Automation Software Market Trends to Pay Attention To

By Kayla Matthews

The professional service automation market continues to grow, and the areas...

Beyond Basic Beta Channel

Gold Shareholders Wield Their Voices

By Joseph M. Foster, VanEck Portfolio Manager and Strategist for the Gold and Precious Metals...

Leveraged & Inverse ETF Channel

What a Difference a Day Makes: 2019 Rate Cut Mania

By Direxion

What a difference a day makes. Or even a few hours. That’s how sharply the markets...

Leveraged & Inverse ETF Channel

Can Anything Beat Tech? How ‘Bout Homebuilders?

By Direxion

Amid the hand wringing over whether the U.S. and China are coming closer together or...

Beyond Basic Beta Channel

Semiconductor Volatility Is Back: What’s Next?

By John Patrick Lee, CFA, VanEck Associate Product Manager

After a strong start to the year,...

Leveraged & Inverse ETF Channel

A Big Week for Betting On the CURE for Cancer

By Direxion

One of the biggest healthcare conferences of the year just ended—the American Society...

Relative Value Investing Channel

Relative Weight Spotlight – Monthly Outlook – May 2019

By Direxion

  • Market Drivers: Stabilizing macro factors and a return to supportive monetary policy...
Beyond Basic Beta Channel

South Africa Growth Struggles to Lift Off

By Natalia Gurushina, VanEck Economist, Emerging Markets Fixed Income

South Africa’s growth woes...

Beyond Basic Beta Channel

When Did You Own Facebook?

By Brandon Rakszawski, VanEck Senior ETF Product Manager

The Morningstar Wide Moat Focus IndexSM...

Relative Value Investing Channel

Emerging Markets Sentiment Sours

By Direxion

  • On the back of a deteriorating macroeconomic backdrop, one that has been largely...
Core Equity Channel

S&P 500 Dividend Aristocrats 2019 Class New Additions

By Smita Chirputkar, Director, Global Research & Design, S&P Dow Jones Indices

The...

News

The Story of an ETN

By Grant Engelbart, CFA, CLS Investments

It all started on a fine August day in 2006. Bees were...

Leveraged & Inverse ETF Channel

How To Survive The Robot Uprising

By Direxion

As the world marches toward unprecedented levels of mechanization, no one truly...

Core Equity Channel

ProShares: Pet Care Industry Investing

By Simeon Hyman, CFA, Global Investment Strategist, ProShares

Pets are loyal companions and...

Core Equity Channel

Dividend Growth in Times of Turbulence

By ProShares

Beyond Basic Beta Channel

Network Effect: A Proven Way to Create a Moat

By Brandon Rakszawski, VanEck Senior ETF Product Manager

The term “economic moat” describes a...

Thematic Investing Channel

6 Industries That Have Benefited From On-Demand Economy

By Kayla Matthews

The on-demand economy combines a variety of platforms to ensure people can get...

News

Morningstar Conference Unites Industry’s Top Minds

The financial industry’s top minds will come together at the annual Morningstar Investment...

Thematic Investing Channel

4 Ways Robotics Are Changing Cold Storage Warehouses

By Kayla Matthews

Cold storage warehouses are essential for keeping things like perishable food...

Beyond Basic Beta Channel

Switching Costs Build Moats and Retain Customers

By Brandon Rakszawski, VanEck Senior ETF Product Manager

The term “economic moat” describes a...

Relative Value Investing Channel

Relative Weight ETF Spotlight – April Monthly Outlook

By Direxion

Just like birds of a feather flock together, major central banks around the globe are...

Leveraged & Inverse ETF Channel

The Trade(s) on Iran Sanctions

Last year, the US withdrew from the Iran nuclear deal, and encouraged buyers to cut off oil...

Leveraged & Inverse ETF Channel

Battle Lines Drawn for Modern Media Megaliths

By Direxion

Thanks to massive mergers, property exchanges and a dramatic shift away from...

Relative Value Investing Channel

New ETF Category for Traditional Investing Strategies

By Direxion

Once you move beyond plain vanilla passive indexes, ETF investing is about themes....

Beyond Basic Beta Channel

Green Bonds and the Pathway to Sustainability

By William Sokol, VanEck Senior ETF Product Manager

In 2018, reports from theIntergovernmental...

Leveraged & Inverse ETF Channel

Sell in May, and Go Away? Maybe At Least Rotate? or Hedge…

By Direxion

It’s that time of year again. The old adage “Sell in May and go away.”, commonly used...

Index Insights

Why Yesteryear's Valuation Metrics Aren't Sufficient for Today's MLP

The MLP space has changed significantly in recent years with consolidations, distribution cuts,...

Relative Value Investing Channel

Does an Inverted Yield Curve Mean Recession?

By Direxion

The first shoe has dropped in what some soothsayers, tea leave readers, and...

Leveraged & Inverse ETF Channel

A Knock-Your-SOX-Off Trade for 2019

By Direxion

The hottest industry of 2017 is back for more. Semiconductor stocks have returned to...

Beyond Basic Beta Channel

China Stimulus Kicking In?

By David Semple, VanEck Portfolio Manager

MSCI Emerging Markets Index rose 9.67% during the first...

Thematic Investing Channel

Financial Industry Sees Spike in Cyber Attacks

By Kayla Matthews

Cyber attacks are increasingly significant risks in general in today’s...

Beyond Basic Beta Channel

Gold Finds Synergies as Macro Views Diverge

By Joe Foster, VanEck Portfolio Manager and Strategist

After six months of gains in which the...

Beyond Basic Beta Channel

Moat Investing: Keeping Up with the Joneses

By Brandon Rakszawski, VanEck Senior ETF Product Manager

The Morningstar Wide Moat Focus IndexSM...

Beyond Basic Beta Channel

China Rebound Finally Under Way

By Natalia Gurushina, VanEck Economist, Emerging Markets Fixed Income

China’s stronger than...

Beyond Basic Beta Channel

VanEck Market Pulse Model Increases Equity Allocation

By VanEck

The Market Pulse model has increased its equity allocation from 40% to 100%. The model...

Beyond Basic Beta Channel

Risks Diminish Across Real Asset Investments

By VanEck

TheVanEck VectorsReal Asset Allocation ETF (RAAX A-)uses a data-driven, rules-based...

Beyond Basic Beta Channel

Emerging Markets Emboldened by the Fed

By VanEck

The U.S. Federal Reserve’s (Fed’s) dovishness paves the way for additional...

Index Insights

Revisiting MLP Performance as Interest Rates Rise

As the 10-year Treasury yield rises to levels not seen in years, it is worthwhile to revisit...
Index Insights

MLP Summer 2018 Recap Video

Index Insights

US LNG Export Growth and the Benefits to Midstream

The US is on the brink of adding significant liquified natural gas (LNG) export capacity in...
Index Insights

Storage Oil Backwardation and Implications for MLPs

While oil storage assets play an important role in the energy value chain, they are not often...

Index Insights

The Evolution of MLP and Energy Infrastructure Products

Since 2004, when the first MLP closed-end fund launched, there have been 112 MLP products...

Index Insights

Crude Correlations and MLPs – The Biggest Frustration of 2017

Why have MLPs exhibited a higher correlation with WTI as oil fell and a lower correlation with...

Index Insights

Size Matters: Defining and Comparing Small-, Mid-, and Large-cap MLPs

They say that everything is bigger down here in Texas but is bigger really better? What does...

Index Insights

Taking the Passive Versus Active Debate to MLPs

How do you choose between over 85 publicly traded MLP access products? The first step is to...

Index Insights

How do MLPs Respond in Rising Interest Rate Environments?

With interest rates at historic lows and interest rate fears at historic highs, this piece...

Index Insights

2021 Midstream Outlook

Thus far in 2020, the equity price performance and elevated yields for midstream and MLPs...