Burning a Hole in My Pocket
I’m talking about the cash I have sitting here that I desperately want to get into the market. Earlier this year, I got a chunk of money from selling a house. I have no desire to own another home (tha…
ETFs & Funds
When Do You Start Paying Attention? A Lesson from NVIDIA’s 2018 Financial Results
Key Takeaways NVIDIA’s annual revenue grew from $9.71 billion in fiscal 2018 to $215.94 billion in fiscal 2026, roughly a 22-fold increase. The Transformer architecture emerged more than five years be…
Earnings Calendar ETFs: Why Active Has the Edge
Earnings season is here again, with the next few weeks promising some important earnings drops. From financials like JP Morgan Chase (JPM) all the way to most of the megacap tech names, markets will l…
Behind the Screens: VettaFi Team Shares Their Favorite Tickers
The VettaFi Editorial team met for a New York City onsite this week, confabbing over the latest news and important changes in the ETF ecosystem. As part of that gathering, writers and editors came tog…
Active ETFs Hit Record $2.72 Trillion on Inflow Streak
Investors pushed a record $663.59 billion into active exchange-traded funds through August, according to ETFGI, a research and consultancy firm that tracks the ETF industry. That pushed global assets …
Private Equity Giant MDP Acquiring Marygold Companies
The ETF industry has been abuzz with mergers and acquisitions (M&A) activity. Adding to the growing list of M&A deals, Chicago-based private equity firm Madison Dearborn Partners (MDP) entered into a …
Navigate Market Uncertainty With Baron Capital’s BCGD
September is a fun sports month. On weekends, I’m watching the baseball playoff races and the first weeks of pro football. I am also already counting down the days until my Knicks defend their NBA Cha…
CCNR: The Way to Tap Commodities Through Equities
With oil prices uncomfortably high, the same being true of inflation, and all the talk of a new supercycle dawning, it’s not surprising commodities are in the spotlight. The asset class is garnering p…
Differentiated Growth: The Baron Risk Optimized Large Cap ETF
Investors seeking a more consistent performance profile from their large-cap growth allocation may benefit from an approach that goes beyond the market-cap-weighted approach offered by many passive fu…
NTHM’s Index Rebalance Puts Thematic Rotation to Work
The latest rebalance of VettaFi’s Thematic Rotation Quality Momentum Screened Index (TQRMS), tracked by the NBI Thematic Rotation ETF (NTHM:TSX), reshapes the portfolio around a new set of themes. GLP…
Michigan consumer sentiment edges higher than forecast, but remains low
I’m away but alas staying in touch with political news at home, and thought I would check in with one of the best public opinion quants about where we stand right now …
Treasury Yield Surge Pressures Rate-Sensitive Shares
U.S. Treasury yields have surged to their highest levels in nearly a year as investors aggressively reprice Federal Reserve policy expectations following a string of hotter-than-expected inflation rep…
Resilient Crypto: Why Bitcoin Bounced Back Despite Rate Hikes & Regulatory Stalls
VettaFi Head of Sector and Industry Research Roxanna Islam appeared September 21 on Bloomberg TV to discuss the bitcoin rally despite an interest rate hike from the Federal Reserve and the stalling of…
Embracing Complexity: Options Strategies See Greater Demand
One of the trends noticed during the ETF Exchange event in Las Vegas, Nevada, earlier this year was embracing complexity. Advisors are no longer hesitant to offer their clients alternative strategies …
Midstream ETFs Gather $1.1B in Flows Amid Energy Volatility
Midstream ETFs have recorded consistently strong flows in 2026. The segment has a track record of generating attractive income for investors. Key Takeaways The Alerian MLP ETF (AMLP) and the Alerian E…
Rising Rates Not a Dealbreaker for Stocks
Summary A 5% 10-year rate is not a dealbreaker for stocks. Strong earnings growth can overcome rising rates. With the Fed now engaged, we think long rates are close to peaking. This week the 10-year T…
Invesco Taps BlackRock’s Tim Clavin for ETF Capital Markets
Invesco has hired a BlackRock ETF trading executive to lead its ETF capital markets team in the Americas. Key Takeaways: Tim Clavin moves to Invesco after about two years at BlackRock and nearly a dec…
American Century’s Gotelli: What to Know on Munis Amid Yield Highs
The yield on the 30-year hit a multi-decade high this week, spiking amid continued fiscal and monetary concerns. The 30-year hitting 5.45%, its highest mark since 2004, comes amid an already busy year…
Breaking the Bond Fever!
Confluence Investment Management offers various asset allocation products, which are managed based on “top down,” or macro, analysis. We publish asset allocation thoughts on a bi-weekly basis, updatin…
AllianceBernstein Names Julie Gunts Head of ETFs as Active Demand Surges
AllianceBernstein (AB) has promoted Julie Gunts to senior vice president, global head of ETFs. The move elevates a key internal leader to guide the asset manager’s rapidly growing active ETF franchise…
As Geopolitical Risk Grows, Active Natural Resources ETF TURF Performs
Active ETFs have become increasingly popular with investors in recent years, offering flexibility and upside potential. 2026 may have begun with investors already moving towards active ETFs, but a vol…
With 2 Big Chip Stocks Offering Value, These ETFs Are Worth a Look
Broadly speaking, semiconductor equities are considered growth stocks. But there are occasions when some members of the group, including some bellwether names, serve up value. Value may be in the eye …
Long Bonds vs. Derivative Income: The Income Dilemma
When pursuing income in today’s market, are investors better off allocating to long-dated bond funds or derivative-income ETFs? That question was center stage at a Future Proof panel, posed by my frie…
Testing the Limits of Higher Yields.
Christopher Gatlin was arrested for a brutal assault he didn’t commit after AI Face Recognition Technology (FRT) said he matched the suspect. He spent 17 months behind bars, and clearing his name took…