Treasuries soared and traders added to bets on a September interest-rate cut after Federal Reserve Chair Jerome Powell indicated a reduction may be warranted to support the labor market.
Investors are clamoring to buy the one kind of security that few companies want to sell now: long-dated bonds.
Bond investors are heading into Friday’s much-anticipated Jerome Powell speech largely expecting the Federal Reserve chair will indicate policymakers will start cutting interest rates next month.
Bitcoin, once the unruly child of finance, is showing signs of maturity as its wild swings fade, forcing speculative traders to hunt for a new playground.
Following the softer-than-expected July jobs report, the money and bond markets have fully embraced the narrative that a Fed rate cut will be coming at the September FOMC meeting.
Whether it’s the ongoing push by asset managers to expand reach into them, or the new regulatory muscle behind that effort (the recent executive order around private assets in 401(k)s is an example), there’s serious effort being put into broadening access to this category.
More and more clients, especially younger generations, are asking about Bitcoin, Ethereum, and the broader cryptocurrency market. Some are curious, others already hold positions, and nearly all expect their advisor to have an informed perspective.
While gold hit all-time highs in April before consolidating, he notes the pullback has been unusually mild—less than 6% versus an average 10.1% correction during the 2001–2011 bull run.
On the latest ETF 360, Kirsten Chang spoke to John Lawlor, managing director, portfolio manager/trader from MacKay Shields about the state of munis. Additionally, they discussed the NYLI MacKay Muni Intermediate ETF (MMIT).
Join three VettaFi voices – Todd Rosenbluth, Cinthia Murphy, and Roxanna Islam, CFA, CAIA – for a deep dive into the ETF trends that have shaped and will shape 2025.
Sharp losses in high-flying momentum stocks may present a dip-buying opportunity if history is any guide, according to Goldman Sachs Group Inc.’s trading desk.
Mutual funds are bleeding assets anew, just as their ETF cousins break fresh records.
Fresh from a bruising tussle with the White House over tariffs, Vietnam is confronting a different but no less delicate challenge.
For taxable investors, an appreciating portfolio can be a mixed blessing. But regular loss harvesting isn’t the only way to reduce your portfolio’s tax bill, especially as its value rises. We share four important tax management techniques for the future.
Small-cap stocks have provided a return pattern quite different from large-cap stocks. Typically, small caps either race ahead of larger companies or else fall behind. They’re rarely in synch.
Ample volatility and shifting rate expectations have sent investors on an avid search for stability and diversification.
The allocation into fixed income isn’t just happening on a retail level. Increasingly, more allocation is happening with asset managers, including heightened interest in active management.
Last week, the S&P 500 had a rally that took it to three straight record highs but the momentum cooled as economic data painted a complex picture. Read through the major economic news from the week of August 11th-15th.
In a profession that once relied on handwritten notes and leather-bound appointment books, financial advisors now stand at the cusp of a seismic shift. Artificial intelligence is no longer just a buzzword floating around fintech conferences.
Despite Tuesday’s wobble, the narrative that has been fueling the sharp recovery in US equities since April remains supportive as the drivers of the rally are still intact.
There’s a new fox sniffing around the private credit henhouse. Last year, Apollo Global Management Inc. engineered an innovative trade for its insurance arm Athene Holding Ltd., with the help of an obscure Luxembourg-based firm. It’s fascinating and troubling in equal measure.
We received a slew of economic data this past week, but the true market mover lies ahead this Friday: Chair Powell’s upcoming Jackson Hole address.
There is little doubt that excess bullishness has invaded the general market psyche. Just a couple of months following the market decline in March and April, where sentiment turned exceedingly bearish, the S&P 500 hovers near its highs.
Three summers ago, single-stock leveraged and inverse ETFs hit the market when AXS investments rolled out the first such fund in July 2022.
Bitcoin enjoyed a long summer in the spotlight, as prices notched new records and regulatory policy proved favorable.
Todd Rosenbluth, Head of Research at VettaFi, offers an in-depth look at the forthcoming multi-share class structure and what it means for both investors and fund issuers. Paul Baiocchi, Chief ETF Strategist at SS&C ALPS Advisors, explores the key trends driving the next wave of ETF growth and innovation.
A high-yield municipal-bond fund run by Capital Group saw the biggest inflow of any US-based exchange-traded fund on Friday, with an infusion of $1.54 billion.
A portfolio of longish-term bonds held to a shortish-term horizon did appear to benefit from a drop and suffer harm from a jump in interest rates. This article’s purpose is to sharpen that observation and remove the ambiguity.
Lauded for their yield, credit quality, and of course, their federal tax-free income, municipal bond benefits are also extending into the containment of tariff contagion.
Since the last update of our three ‘Tactical Rules’ on June 17th, both domestic and international equity markets have rallied, increasing roughly 6.9% and 3.7%, respectively.
Markets entered the second half of 2025 with renewed optimism, though not without turbulence earlier this year.
In the grand banking hall of Cipriani 42nd Street in Manhattan last week, crypto advocates gathered beneath marble columns and chandeliers to declare the arrival of a new financial era — one that goes way beyond Bitcoin.
A group of investors led by the owner of several boutique New York hotels agreed to take Soho House & Co. private in a $2.7 billion deal for the members’ club operator that’s struggled since its initial public offering.
After a mega, multi-year run of outperformance in U.S. equities over non-U.S. equities, investors have begun to question their regional equity weights.
The latest wholesale inflation numbers in the U.S. took some of the wind out of Wall Street’s sails this week, but they haven’t dulled investor enthusiasm for gold.
On this episode of the ETF of the Week podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Avantis International Small Cap Value ETF (AVDV) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
While stock indexes generally give a broad idea of what is happening, they can greatly overlook the performance of many individual stocks.
There is a seasonality in asset class investment performance that is revealed in the history of calendar month returns. Based on history, investors should be “all in” U.S. stocks this August but “mostly out” in September.
Vanguard Group has filed plans with the Securities and Exchange Commission for its priciest exchange-traded funds yet as the asset management giant seeks to beef up its actively managed lineup.
Advanced Credit Solutions is a tiny finance firm based in Luxembourg that was founded by a Belgian and works with insurers. Despite its outwardly bland appearance, the business it does is anything but.
The day of reckoning is here. Earlier in the summer, the Trump Administration set a global trade deal negotiation deadline of August 1.
For the second quarter of 2025, most energy infrastructure companies maintained their payouts, with MLPs largely providing sequential growth.
High yield ETFs, particularly short high yield, have been a significant contributor to portfolio performance, providing relatively reliable fixed income return with relatively little volatility.
Last week, the S&P 500 had a rally that took it to 3 straight record highs. The momentum cooled as economic data painted a complex picture.
A checklist comprising above-average income, attractive valuations, and positive correlations to possible interest rate cuts may sound daunting
Active emerging markets ETFs can provide that international performance even if international equities broadly don’t spike as they did earlier this year.
Apollo Global Management Inc. is aiming to invest in artificial intelligence, defense and infrastructure in Europe, where trillions in spending is needed, its co-head of European credit Tristram Leach said in a Bloomberg TV interview.
Despite headline noise from U.S. tariffs and mixed earnings, India’s structural growth pillars—credit expansion, services exports and infrastructure delivery—remain firmly intact in 2025.
Some market observers say that the biggest wave of corporate treasury adoption of cryptocurrency has come and gone. However, some studies point to a long runway for corporations to bring crypto into their portfolios.
Investors seeking a Goldilocks option to balance yield and rate risk may want to consider intermediate bonds.
