Many advisors and investors in 2023 have turned to fixed income ETFs with an average duration of less than one year. Taking on very little interest rate risk through duration has been rewarding as well.
Generative artificial intelligence has a reliability problem. Here’s how investors can gain confidence in portfolios that deploy the technology.
After the underperformance of stocks and bonds last year, it’s no surprise that diversification strategies are a significant focus this year. Alternatives continue to garner advisor and investor interest as market dispersion grows, including managed futures and long/short strategies.
97% of corporate defined benefit (DB) plans can achieve full funding without a significant draw on corporate cash. This is an increase from the 86% noted in last year’s report.
Collateralized loan obligations, or CLOs, may be a way for advisors to enhance retail clients’ portfolios. They provide investors with access to a diverse pool of senior secured loans. While they have been primarily used by institutional clients to date, CLOs could enhance risk-adjusted returns for individual clients.
Recent labor agreements in the auto and airline industries spotlight the profitability conundrum facing US companies—and equity investors.
Franklin Templeton recently hosted due diligence meetings with financial advisors where Tony Davidow, Senior Alternatives Investment Strategist, led discussions focused on alternative investments.
Once again, larger deficits and higher debt-to-GDP ratios in rich countries have become fodder for fiscal hawks and bond vigilantes to warn of a looming crisis that will demand a return to austerity. But the case for such pessimism has no logical or historical basis.
In the wake of recent underperformance, healthcare is entering the new year with compressed valuations just as innovation picks up and a post-COVID reset winds down. That should make for a positive outlook, says Janus Henderson Portfolio Managers Andy Acker and Dan Lyons.
We hope you enjoy the latest Newsletter from Harold Evensky.
Economic conditions now are quite different from the 1970’s and still disinflationary.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will explain the concept of a P/E ratio as a valuation reference using FAST Graphs for evaluating stock prices.
The likes of consumer resiliency based on the earliest readings on Black Friday sales and the degree to which the Artificial Intelligence theme continues support the idiosyncratic tendencies of the markets concentrated in the Magnificent 7.
Equities have an important role to play in a diversified allocation today, to help hedge against inflation and to navigate a lower-growth environment.
VettaFi is thrilled to announce that the ETF Express U.S. Distribution Awards will be part of Exchange in 2024. Exchange is just a few short months away. The financial services community will be gathered in Miami Beach February 11-14. Accordingly, Exchange is an ideal venue for the ETF Express awards.
The main point under contention this year will be the phase-out of fossil fuels and the limited progress achieved so far. As more businesses make net-zero commitments, there is mounting pressure for greater government support through policies and incentives.
The fourth quarter has seen a strong performance from gold. In early October, the price of gold stood at $1,820 per ounce, according to Kitco, and looked as if it would continue to drop in value as it had done the previous five months.
Real estate headlines seem to only focus on bad news right now, from remote work’s impact on offices to struggles for city center retail.
There is broad agreement that economic damages will increase with warming, but there is substantial disagreement on the magnitude of these damages.
Broad commodities have struggled this year. The S&P GSCI Index is down more than 5% year-to-date. However, there are still opportunities when investors dig a little deeper, according to Teucrium’s Senior Portfolio Specialist Jake Hanley.
Despite an increasingly challenging economic and geopolitical environment, the global economy performed better than expected over the past year. But although analysts’ projections for 2023 were too pessimistic, it appears that consensus forecasts for the coming year may have have swung too far in the opposite direction.
Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Whether famous or infamous, the Magnificent 7 stocks have been 2023’s stock market story. However, the fundamentals of the Magnificent 7 aren't uniquely superior, and the breadth and depth of other growth opportunities seems historically large and attractive. In our latest insight, we complete an analysis of US companies with expected earnings growth greater than 25% and compare it against the Magnificent 7 stocks.
On November 28, 2023, VettaFi hosted an Alternatives Symposium with an excellent turnout of nearly 750 advisors and investors registered for the event.
Maria Giraldo discusses the performance of the corporate credit sector this year and the rationale for our cautiously optimistic outlook for 2024.
The article explores the current state of the bull market, offering insights from Pring Turner Capital. The author discusses indicators supporting optimism for a second leg of the bull market, citing economic, monetary, and technical factors.
While equity styles go in and out of favor, quality companies continue to serve clients as a core holding, resilient to economic headwinds and market drawdowns. For long-term investors searching for a durable equity solution, we believe quality is “the real McCoy"
Often misunderstood, crypto has an important role to play in the alternatives sleeve of a portfolio.
As I start thinking about Christmas this year, I decided I want to be on the nice list again, so I put together some useful year-end actions and ideas for financial advisors.
Commodities entered 2023 behind a strong performance in 2022. For investors revisiting their portfolios ahead of 2024, it may be worth assessing the commodities outlook. From energy to precious metals, commodities can add meaningful diversification to a portfolio.
Economic pain is likely in 2024, but that doesn’t mean stocks will struggle all year, especially if there is a continuation of the rolling recessions that have hit the economy.
What were the big ETF trends of 2023? David Mann, Global Head of ETF Product & Capital Markets, reviews some of his predictions for this year—and how they panned out.
A robust growth backdrop, a key input for cross-asset positioning, benefited from pent-up demand and an accommodative fiscal policy stance.
As banks pull back from many types of lending, demand for capital is outpacing supply, providing the best potential opportunities in private credit since the GFC.
Don’t look now, but markets are once again getting excited about the prospect of potential rate cuts. Following months defined by rising rates, investors are looking forward to inflation cooling sufficiently for the Fed to finally cut.
Technological turning points in the past have taught important lessons about how to identify long-term winners from transformative innovation.
While Treasury inflation-protected securities (TIPS) may seem complex and daunting, it’s important to dive into their intricacies. After all, their current yields present an enticing opportunity and a compelling alternative to conventional Treasury bonds.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, will be discussing the potential of food stocks as investments. He will cover more than 25 food stocks and provide a high-level analysis of their performance and potential.
When Argentina entered the 20th Century, its prospects looked bright. On a per person basis, its economy was on par with Canada and Sweden and about two-thirds of the United States.
With equity markets open just a half day, the day after Thanksgiving is usually a noneventful day in financial markets. However, something notable did occur last Friday: Bitcoin jumped to its highest prices in 18 months.
VettaFi will be hosting an Alternatives Symposium tomorrow, November 28. We are covering a range of alternative topics.
Q3 earnings season had many familiar refrains relative to the year’s first two quarters. One difference was a return to positive earnings growth for the first time since Q3 2022. Still, the market wasn’t unanimously cheering the results.
Food prices illustrate several challenges of containing inflation.
As I wrote this blog, the S&P 500 index is up roughly 17% year-to-date. Most likely, your portfolio isn’t. This is a common frustration among many investors in the market this year in particular.
Thanksgiving brings to mind not only turkeys, family, and friends, but also should help us recall the remarkable ideas and philosophies that helped shape, and indeed were, the foundation for the United States of America as a Republic.
The 2023 holiday season is officially upon us. Happy Black Friday and Cyber Monday to those who observe!
This is an exciting time for artificial intelligence and robotics stocks, with many companies reporting and some major news announcements. This week, for the Disruptive Theme of the Week, I reached out to VettaFi’s Senior Research Analyst, Zeno Mercer, for an update on the latest developments in AI and robotics.
Exchange has assembled an impressive lineup of keynote speakers. The conference is just around the corner, with the financial services community gathering February 11-14 in Miami Beach. Here’s what to expect from the keynote speakers.
Now that we’re about to enter the Christmas shopping season, expect even more focus than usual on the consumer over the next several weeks.
Both supply and demand of workers will prevent a surge in unemployment rates.
