In one of the most widely anticipated additions in decades, Tesla (NASDAQ: TSLA) recently joined...

On Monday, popular brokerage app Robinhood, which has risen to notoriety among younger,...

How consumers spend their hard-earned money is changing. Investors are adapting to the times with...

Small-cap stocks are leading markets higher. With the Russell 2000 Index poised to outperform the...

2020 may go down as many things, particularly the year e-commerce as online retail asserted...

Low interest rates are depressing yields on a variety of asset classes and crimping income...

A prominent theme emerging to toward the end of 2020 has been increasingly bullish views on...

It’s been a tricky year for dividend stocks the world over, but that situation is...

Some investment-grade corporate bond strategies are proving steady amid another spike in...

International equities are among the heaviest-favored assets heading into 2021, a theme that...

Small-caps are surging to end 2020, and market observers are forecasting a rebound for...

Bolstered by positioning that includes exposure to companies fighting the coronavirus pandemic,...

With rampant dividend cutting in the S&P 500 in the first half of 2020, NOBL’s high bar...

Rock-bottom interest rates are forcing advisors and investors to pull income from sources beyond...

Disruption and innovation are increasingly prominent investment themes, and issuers are taking...

Convertible bonds are among this year’s best-performing fixed income assets. Investors can...

With a new year right around the corner, advisors and investors should continue to prepare for an...

It’s easy to have a home bias when it comes to investing in the capital markets. Investors could...

One of the most significant acronyms used in managing pension risk is “LDI” for “liability driven...

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

So far, 2020 has brought us...

In today’s low-yield climate, advisors and investors must go beyond low-yield dividend...

Value stocks are perking up and that augurs well for advisors and investors mulling a return to...

According to officials, the UK and EU could strike a deal on their future trading and security...

Fixed-income investors should consider how preferred securities and related exchange traded funds...

Advisors and investors are running low on credible income-generating assets in the current...

The income problem. Every financial professional is facing the same dilemma: how do you generate...

Factor timing is difficult, which adds to the case for using multi-factor ETFs. One prominent...

Small-cap stocks are in a groove and the Principal U.S. Small-Cap Multi-Factor Index ETF (PSC) is...

Convertible bonds can be an attractive option for investors looking to supplement their income...

Momentum is building for value stock resurgence, but investors looking to capitalize may want to...

Goldman Sachs’ David Kostin recently said that the healthcare sector “is the best...

Preferred stocks are known as a high-yield asset class, but amid a post-election rally in various...

Small-cap stocks are roaring, providing opportunity with exchange traded funds like the Principal...

With regime change coming in the nation’s capital, a more congenial tone toward countries...

Investing in mid-cap stocks has its advantages. So do multi-factor exchange traded funds....

Vote counting is still happening in some marquee swing states, providing investors with an...

Amid the growth in ESG investments, more advisors and market participants are clamoring for...

Some market observers believe that a protracted contested election could favor smaller stocks.

With market participants speculating that a change in White House occupant could be helpful for...

The quality factor is persistent and has proved as much over the course of 2020. Investor can tap...

Equities are contending with a bout of pre-election volatility, but that turbulence isn’t...

The race to bringing a coronavirus vaccine to market is heating up. That spells opportunity for...

Investors looking for exposure to ex-US developed markets stocks may want to consider putting the...

The Principal Healthcare Innovators Index ETF (BTEC ) is among the healthcare exchange traded...

Investors seeking the benefits of multiple investment factors under a single fund may enjoy...

The healthcare sector is usually viewed as defensive, but that doesn’t diminish the...

This exchange-traded fundtracks an index designed to provide exposure to early-stage...

The coronavirus pandemic is bringing about seismic shifts pertaining to how and where consumers...

PREF is increasingly relevant today because conservative fixed income investments sport yields at...

Consumer spending is a vital driver of the U.S. economy and while there have been challenges to...

With corporate bonds still not out of the downgrade woods, an active approach to investment-grade...

Smaller stocks look poised to take on leadership roles and that could prove meaningful for the...

When traditional income-generating assets don’t deliver as expected, preferred stocks are a...

Data confirm scores of large- and mega-cap stocks are overvalued at present. That doesn’t...

The Principal Spectrum Tax-Advantaged Dividend Active ETF (PQDI) is an example of a qualified ETF...

Things are perking up in the green bond market and that should be of assistance to the VanEck...

Investors seeking more income and upside potential in fixed income may want to give Principal...

With Treasury yields historically low and municipal bond yields not far off that pace,...

If small-cap stocks regain leadership roles, investors may want examine multi-factor ETFs,...

As is the case with other investment factors, sometimes new approaches can work well with...

Some market observers are displaying in confidence that mid- and small-cap stocks can rally into...

Domestic large-cap equities are likely to remain in style for the foreseeable future. Investors...

As Election Day 2020 draws closer, it’s common for market participants to discuss various...

Traditional equity and fixed income yield and income are getting harder to source thanks to low...

Broadly speaking, preferred stocks can bolster income-generating portfolios, but some active...

Following its June debut, the Principal Spectrum Tax-Advantaged Dividend Active ETF (PQDI) is...

Data indicate professional investors are revisiting cyclical stocks and that trend could have...

While value stocks continue moving in fits in starts, investors may want to consider adding the...

If 2020 is teaching income investors anything it’s that they cannot rely solely on either...

With interest rates low and value stocks showing some signs of life, investors are reminded of...

A recent spate of equity market volatility didn’t punish investment-grade corporate debt,...

International equities have long been a source of frustration for investors, but with the right...

Small-cap stocks showed some resilience amid recent retrenchment by mega-cap technology stocks...

The Principal U.S. Small-Cap Multi-Factor Index ETF (PSC), as its name implies, is a multi-factor...

With some market observers saying the worst is over for this year’s dividend duress, the...

Equity markets incurred a big bout of volatility to start September, but some corporate credit...

The Invesco S&P 500 High Beta Portfolio (SPHB B-) may not be the first ETF think of when...

Income is becoming harder to source in this low-yield environment and too much fixed income...

The Principal U.S. Small-Cap Multi-Factor Index ETF (NASDAQ: PSC), as its name implies, is a...

Data confirm plenty of companies are taking advantage of record-low interest rates to either...

The Principal U.S. Small-Cap Multi-Factor Index ETF (NASDAQ: PSC) is higher by more than 5% over...

Advisors looking for a straight forward approach to deploying multi-factor strategies in client...

In a challenging low-yield environment, the combination of active management and preferred stocks...

With Election Day right around the corner and regime change a possibility in the nation’s...

With renewable energy taking center stage in policy debates and disrupting power consumption and...

When it comes to the intersection of consumer spending and demographic trends, millennials get...

Active management has its benefits and that’s true with dividend equities, particularly at...

Investors positioning for a rebound in value stocks may want to go deep with the Roundhill...

The coronavirus pandemic is crimping consumer spending across an array of demographics, but the...

The Principal Healthcare Innovators Index ETF (BTEC ) is already on a scintillating pace this...

There are signs of life for some international equity markets and that could bring new reason for...

Favorable data for online retailers continues piling up, indicating the Global X E-commerce ETF (...

With yields on U.S. government debt declining, junk bond yields doing the same, and plenty of...

The Principal Healthcare Innovators Index ETF (BTEC ) is among the cadre of healthcare ETFs that...

Corporate bond yield spreads are subdued and that could pave the way for opportunity with the...

Investors seeking a different approach to shareholder rewards and generating income should...

Small-cap stocks are strutting their stuff again and that could pave the way for more upside in...

With significant tailwinds by way of the coronavirus pandemic, the Principal Healthcare...

Amid the coronavirus pandemic, some healthcare ETFs are coming off age and showing they have the...

Preferred stocks are taking on added importance in today’s low-yield environment, but many...

Now more than ever, it pays to be strategic with fixed income assets, even those with low and...

Investors that want to ride the growth factor train while positioning for a possible rebound in...

It’s been an eventful first seven months of 2020 for healthcare ETFs. With innovation and...

Try as it might, and it’s certainly trying, the value factor just can’t seem to make...

Many investors simply monitor yield view bonds or common stocks, but a more encompassing solution...

Real estate investment trusts (REITs) dealt some rough hands to income investors in the first...

The Principal Healthcare Innovators Index ETF (Nasdaq: BTEC) is one of this year’s most...

The pandemic is not only fueling healthcare services, but is also spurring innovation in the way...

With nations around the globe implementing their own rescue packages to stave off the economic...

Stay-at-home orders, social distancing and remote work have all fed into a funnel of...

Large cap technology companies might have the upper hand at the moment amid the market...

Small cap equities have been benefitting off the rebound from the coronavirus sell-offs back in...

Institutional money is driving record demand for fixed income exchange-traded funds (ETFs). While...

A recent MSN report highlighted the spending habits of millennials, which shows key trends...

As the Federal Reserve poured funds into the bond markets, particularly exchange-traded funds...

It’s not just the coronavirus pandemic that investors have to worry about when it comes to...

After enduring some strife earlier this year, the investment-grade corporate bond market is...

As has been widely noted, common stock dividends on bank equities are in a holding pattern, or...

Once the epicenter of the Coronavirus pandemic, China is now on its way towards recovery if its...

According to Goldman Sachs, the rising number of coronavirus cases will limit growth in a...

Despite the coronavirus pandemic, the technologically tilted Nasdaq Composite has been the bright...

During uncertain times like today’s pandemic-ridden economy, it’s difficult to navigate the...

Tech giants like Facebook, Apple, Google, Microsoft, and Amazon have thrived during the Covid-19...

First it was ETFs and most recently, it was individual bond purchases as the U.S. Federal Reserve...

To add value or not to add value—that seems to be the question moving forward as more...

With the Federal Reserve buying billions of dollars worth of corporate bond ETFs, products such...

Pacer ETFs, an ETF provider that offers strategy-driven, rules-based ETFs, celebrates their fifth...

There are various ways to play the current market—as volatile as it has been given the effects of...

Equities, small or large, have been rising in unison since the height of the coronavirus pandemic...

The value investing style gets a lot of mislabeling as an antiquated form of investment, but...

Yield is hard to come across these days, but there are other options like the Principal Spectrum...

Pandemic or not, the value versus growth debate rages on and data thus far has been favoring the...

While the recent equities rally may have fizzled thus far this week, the momentum could depend on...

Today, Principal Global Investors launched the Principal Spectrum Tax-Advantaged Dividend Active...

It’s difficult enough to find value-tilted exchange-traded funds in the U.S. given the recent...

When it comes to diversification, real estate can offer value as a safe haven asset amid the...

Pre-2008 financial crisis, quantitative strategy, and high-frequency traders got flack for the...

A recent Financial Times report underscored the widening gap between value and growth. As the...

A variety of data and research suggest the coronavirus pandemic is shifting how millennials spend...

Investors looking for income with asset diversification can consider multi-asset ETFs, such as...

Small cap ETFs are riding the recent wave of optimism on the economy reopening, which is also...

With interest rates residing around historic lows, it’s easy to be tempted high dividend...

Few investment factors are currently drawing controversy and debate on par with value. Long story...

Inflows to fixed income exchange traded funds are soaring this year and the Federal...

With economies around the world looking to reopen its doors to the general populace again, the...

Equities are surfing a nice, strong wave of momentum, but unfortunately, this is the stock market...

Growth-fueled investments, particularly within the technology sector have been fueling the...

Despite all the technological advances over the years and the spate of companies thriving in the...

Momentum can be difficult to stop and while the constant debate in the capital markets involves...

The coronavirus pandemic is altering how millennials spend, but not the thesis underpinning the...

Smaller stocks, including mid caps, aren’t often viewed as premier dividend destinations, but the...

Not every investor is willing to do what it takes to perform a Benjamin Graham-style analysis of...

As the population ages, the changing of the guard into luxury goods will see more millennial...

Moderna (MRNA) is one of the biggest stories in the biotechnology space this year because the...

AQR Capital Management founder Clif Asness addressed whether value investing can work today via a...

A forgettable March saw one ETF walk away from the pandemic sell-off relatively unscathed—the...

When it comes to the capital markets, COVID-19 has had an appetite for destruction, but in turn,...

Social distancing has allowed users to lean heavily on cloud computing, which is driving growth...

Don’t look now, but the Russell 2000 Index is higher by more than 20% over the past month,...

You might have the capital, the focus and the knowledge to take on the markets, but you may still...

Multi-factor ETFs are often viewed as broad market ideas, but the strategy has applications at...

A 40-year bull run is nothing to scoff at, but all things must come to an end. One Wharton...

Some chief executive officers (CEOs) have the ability to manage a company’s operations with...

It’s not all about Tik Tok videos when it comes to millennials. Consumer habits will shape the...

Healthcare is one of the sectors that’s outperforming this year and while much of that is...

Smaller stocks – both mid and small caps, are lagging their large-cap counterparts and have been...

The COVID-19 pandemic is altering how medicine is practiced. That’s to the benefit of healthcare...

An experienced investor may be able to successfully manage his or her own retirement account, but...

The coronavirus is reshaping how people spend and consumer trends that particularly clear among...

Yield seekers have seen better days with metrics like the Bloomberg Barclays Global-Aggregate...

As is the case with traditional broad market funds, sector exposures are vital in explaining the...

Emerging markets (EM) investors could be riding a wave of optimism fueled by hopes of a...

There are dozens of multi-factor ETFs dedicated to domestic large-cap equities and many of these...

For decades, small-cap value was one of the best factor combinations investors could embrace, but...

Some ETFs focus on dividends while others emphasize buybacks, the two primary forms of...

Amid heightened concerns about corporate credit ratings, balance sheets, dividend sustainability,...

Some ETFs focus on dividends while others emphasize buybacks, the two primary forms of...

Multi-factor strategies aren’t just for equity investors, and it helps to implement this same...

Low volatility is a standalone investment factor, but there are ways to implements it via a...

After the Federal Reserve’s decision to pump more money into the economy by purchasing assets,...

One good day of action notwithstanding, U.S. equities are still subject to plenty of uncertainty....

An emerging story in this crazy, hyper-volatile market, has been the disparate performance of...

Small-cap equities are scuffling this year, but investors positioning for a rebound in the asset...

Typical cap-weighted, broad market index funds are heavy on large-cap equities, forcing investors...

Historical data indicate that companies with competitive moats and pricing power in their...

The March broader market retrenchment dealt a blow to some momentum stocks, but when the factor...

The value factor has been repudiated for close to a decade, but a fresh approach to this once...

In the financial services community, perhaps only baby boomers get more attention than...

Many factor-based strategies, including supposedly docile value funds, haven’t provided investors...

Healthcare is often viewed as a defensive sector, but as the group evolves, so does that...

Preferred stocks are often viewed as a docile, low beta, income-generating asset class, but many...

Emerging market bond exchange traded funds could continue to come under pressure with greater...

In case you missed the news, the Fed is now going to be directly buying corporate bonds, muni...

While stocks attempted a rally early on Friday, they quickly gave up their earlier gains as...

The Thailand country-specific ETF plunged Wednesday, with Thai equities experiencing their worst...

Index-based ETFs mirror the moves of their underlying holdings. Consequently, if China’s...

There’s no way around it, CNBC’s Bob Pisani opens this week’s ETF Edge with news that the ETF...

As the stock market, oil market, and gold market continue to be ravaged by the coronavirus...