ETFdb Logo
ETFdb Logo
  • ETF Database
  • Channels
    • Active ETF
    • Beyond Basic Beta
    • China Insights
    • Climate Insights
    • Commodities
    • Core Strategies
    • Crypto
    • Direct Indexing
    • Disruptive Technology
    • Energy Infrastructure
    • ETF Building Blocks
    • ETF Education
    • ETF Strategist
    • Financial Literacy
    • Fixed Income
    • Gold/Silver/Critical Minerals
    • Innovative ETFs
    • Institutional Income Strategies
    • Leveraged & Inverse
    • Managed Futures
    • Market Insights
    • Modern Alpha
    • Night Effect
    • Portfolio Strategies
    • Responsible Investing
    • Retirement Income
    • Richard Bernstein Advisors
    • Tax Efficient Income
    • Volatility Resource
  • Tools
    • ETF Screener
    • ETF Country Exposure Tool
    • ETF Sector Tracker Tool
    • ETF Database Categories
    • Head-To-Head ETF Comparison Tool
    • ETF Stock Exposure Tool
    • ETF Issuer Fund Flows
    • Indexes
    • Mutual Fund To ETF Converter
  • Research
    • ETF Education
    • Equity Investing
    • Dividend ETFs
    • Leveraged ETFs
    • Inverse ETFs
    • Index Education
    • Index Insights
    • Top ETF Sectors
    • Top ETF Issuers
    • Top ETF Industries
  • Webcasts
  • Themes
    • AI ETFs
    • Blockchain ETFs
    • See all Thematic Investing ETF themes
    • ESG Investing
    • Marijuana ETFs
  • Multimedia
    • ETF 360 Video Series
    • ETF of the Week Podcast
    • ETF Prime Podcast
    • Video
  • Company
    • About VettaFi
    • Get VettaFi’ed
  • PRO
    • Pro Content
    • Pro Tools
    • Advanced
    • FAQ
    • Pricing
    • Free Sign Up
    • Login
  1. Gold/Silver/Critical Minerals Channel
  2. Tom Lydon Touts Gold to Win “ETF Final Four” on Yahoo
Gold/Silver/Critical Minerals Channel
Share

Tom Lydon Touts Gold to Win "ETF Final Four" on Yahoo

Nick Peters-GoldenMar 29, 2023
2023-03-29

With the NCAA Men’s Final Flour approaching this weekend, VettaFi’s vice chairman Tom Lydon joined Yahoo Finance to share his ETF Final Four, including strategies focused on China, gold, bonds, and banks. ETFs have picked up $90 billion in YTD net inflows according to VettaFi, Lydon noted, and though that sets a $360 billion target for the end of 2023, less than last year’s $600 billion total, there are standout areas in international equity and fixed income ETFs.

"We are seeing a pick up in demand for fixed-income ETFs," VettaFi Vice Chair Tom Lydon says. "A lot of that [demand] might be tied to the Fed and the job that they're doing so far in battling inflation." pic.twitter.com/JYDgrf43br

— Yahoo Finance (@YahooFinance) March 29, 2023

“The key thing is more money has been going into international equity ETFs than domestic, each with ETFs. And a lot of that’s because of the valuations that you’re getting overseas,” Lydon said. “We are seeing a pickup in demand for fixed income ETFs, and a lot of that might be tied to the Fed in the job that they’re doing so far battling inflation.”

The four ETFs in Lydon’s top flour included the Vanguard Total Market Bond ETF (BND A), the SPDR S&P Regional Bank ETF (KRE A-), the WisdomTree Chinese Yuan Strategy Fund (CYB A+), and the SPDR Gold ETF (GLD A-).

Lydon shared the case for each ETF, starting with BND. Speaking to the background for bonds, Lydon noted the Fed has largely done well in fighting inflation, leading investors and advisors to move towards longer duration and lower credit quality available in a diversified bond ETF like BND. Despite its size, however, it would lose in a one-on-one match-up against KRE, even amid all the banking turmoil, he explained.

“I think when we look back and see what’s going on, there are a few outliers that… might have spoiled that pool for the rest of us,” Lydon said. “I think we’re going to see this market come back — and most importantly, during times of rising interest rates, regional banks actually make more money on the lending side than their bigger bank brothers.”

See more: VettaFi’s Tom Lydon Talks Banks, Advisors on Fox Business

Picking between WisdomTree’s CYB and GLD, CYB may appeal amid a recent meeting between Chinese president Xi Jinping and Russian president Vladimir Putin in which Putin expressed his support for the Yuan as an alternative to the U.S. dollar, but GLD won out, to Lydon. Gold rose above $2,000 recently, he explained and tends to win out in the second half of inflationary periods. Backed by global jewelry demand, and price boosts from difficulty mining it, GLD beat CYB.

“I think it’s gold’s time. If gold doesn’t do well during this period of time, I think we’re all going to be wearing Bitcoin necklaces in the next couple of years,” Lydon said.

GLD also won the ETF final four overall, even despite a regional bank bounce back, Lydon said, with gold perhaps expecting a good move between now and the end of the year.

As for the basketball final four, and Lydon’s pick? The VettaFi vice chairman shouted out Connecticut to win this weekend’s tournament finale.

For more news, information, and analysis, visit the Gold/Silver/Critical Minerals Channel.

Loading Articles...
Our Sites
  • VettaFi
  • Advisor Perspectives
  • ETF Trends
Tools
  • ETF Screener
  • Mutual Fund to ETF Converter
  • Head-To-Head ETF Comparison
  • ETF Country Exposure Tool
  • ETF Stock Exposure Tool
  • ETF Database Pro
More Tools
  • Financial Advisor & RIA Center
Explore ETFs
  • ETF News
  • ETF Category Reports
  • Premium Articles
  • Alphabetical Listing of ETFs
  • Browse ETFs by ETF Database Category
  • Browse ETFs by Index
  • Browse ETFs by Issuer
  • Compare ETFs
Information
  • Contact Us
  • Terms of Use and Privacy Policy
  • © 2023 VettaFi LLC. All rights reserved.

Advertisement

Is Your Portfolio Positioned With Enough Global Exposure?

ETF Education Channel

How to Allocate Commodities in Portfolios

Tom LydonApr 26, 2022
2022-04-26

A long-running debate in asset allocation circles is how much of a portfolio an investor should...

Core Strategies Channel

Why ETFs Experience Limit Up/Down Protections

Karrie GordonMay 13, 2022
2022-05-13

In a digital age where information moves in milliseconds and millions of participants can transact...

}
X