October saw some strong data for bond ETFs, according to recent research, suggesting opportunities may abound in the category.
Rising electricity demand continues to be a key trend for investors to watch, with the latest news revolving around Google (GOOG). GOOG, a key AI hyperscaler, announced a collaboration with NextEra Energy (NEE) for the restart of the Duane Arnold nuclear plant earlier this week.
Five of the so-called “Magnificent Seven” firms reported earnings this week in a major milestone for 2025’s economic narrative. Apple (AAPL), Amazon (AMZN), Microsoft (MSFT), Google (GOOGL), and Meta (META) all shared their earnings, offering some important insights into key tech firms amid the AI revolution.
Global electricity demand is accelerating as AI data centers, electrification, and economic growth drive an unprecedented need for reliable energy. Nuclear power is uniquely positioned to meet this challenge, delivering clean, zero-emission baseload electricity with the highest capacity factor of any major energy source.
Kinder Morgan (KMI) announced its third-quarter results this week. It reported in-line results as well as a robust outlook for growth. Beyond earnings results, company commentary focused on its so-called shadow backlog and the recently announced binding open season with Phillips 66 (PSX) for the Western Gateway pipeline.
JPMAM has converted a major muni bond fund to the ETF wrapper, as muni bond ETF JMUB arrives on the stage.
For those new to the practice, it’s relatively straightforward. Nearly every investor and advisor has an investment that is on track for a loss this year. Not all investments hit, after all. Selling at a loss helps tamp down a portfolio’s overall gains for the record books, reducing the end-of-year tax bill, “harvesting” losses to offset gains.
While many investors entered 2025 heavily exposed to tech already, that hasn’t stopped markets from identifying other opportunities created by the need for AI computing power, like data centers.
Active fixed income ETFs can provide the refresh many investors want as the year draws to an end in an uncertain rate market.
Many investors are likely familiar with the rapidly increasing demand for electricity, and the role nuclear power can play therein. Rcapacity is complicated in a country that has only added three large reactors since 1996. But recent news from the U.S. military may jump start nuclear power infrastructure supply chains.
As the Fall gets into gear, more and more investors and advisors will be considering their end of year tax bills. While markets saw plenty of uncertainty and upheaval so far in 2025, many will be facing significant tax implications on their gains.
Many investors have moved to add significant foreign equities exposure this year, rewarding them with strong performances and returns.
All of that data center activity requires huge new amounts of electricity, but with most renewables slowing down, nuclear energy stocks could be poised to benefit. That presents a notable opportunity in the nuclear energy ETF NUKZ.
In big news for the energy infrastructure space, Targa Resources Corp. (TRGP) has announced significant new investments in its Permian Basin operations. The announcement includes a new natural gas liquids (NGL) pipeline and incremental natural gas infrastructure.
Emerging markets investing has had an overall positive year in 2025. Entering the year, with many U.S. investors underweight foreign equities, some market watchers anticipated big opportunities abroad.
Within the emerging markets story in 2025 is a potentially even more intriguing subplot: the strong performance of Africa equities.
September’s rate cut may be exciting for many investors’ equities holdings, but those same investors may feel less excited about the income on offer from bonds going forward. Falling rates, of course, lead to falling yields in numerous debt securities and offerings.
JFLX charges a 45 basis point net fee for its investors. The strategy, per its prospectus, is empowered to invest across the debt spectrum. Its managers can shift its active strategy toward markets or sectors as market conditions change.
A retrospective look at the data around some of this year’s ETF launches reveals some key trends in the industry.
The Federal Reserve cut interest rates today by 25 basis points (bps), following months of speculation about inflation, politics, and economic data.
In a year that has seen foreign equities ETFs stand out so strongly, emerging markets may be somewhat underrated. Broad, global equities strategies — especially those that exclude U.S. firms — have done very well as investors have looked abroad to diversify.
Private equities are a growing and increasingly significant part of the investing landscape.
With an interest rate cut looming this month, investors may be looking at their available options. For many, their passive bond funds have done well, but may not be well-positioned for one or potentially multiple cuts.
Are there enough options among foreign equities ETFs? Plenty of funds exist, but some regions and markets may lack options.
2025 has seen international equities provide some significant upside following a spring swoon for U.S. stocks.
Active emerging markets ETFs can provide that international performance even if international equities broadly don’t spike as they did earlier this year.
The ETF landscape continues to grow and change, and this time, it’s Neuberger Berman adding to the space.
Foreign equities investing is hot this year, and it’s clear to see why. U.S. equities face myriad challenges calling for diversification abroad.
What's the outlook for private equity in the second half — and the retail investors potentially interested?
In this week’s episode of the “ETF of the Week” podcast, VettaFi Head of Research Todd Rosenbluth joined Chuck Jaffe of Money Life to discuss the BNY Mellon Dynamic Value ETF (BKDV).
VettaFi head of sector and industry research Roxana Islam talked to T. Rowe Price PM Dom Rizzo on active tech ETF investing.
CNBC Senior Markets Correspondent Bob Pisani and Research Affiliates Founder and Chairman Rob Arnott talked value at Exchange.
Investing requires more than just understanding global markets. Geopolitical risk matters, from China to Russia to Europe and more.
Active fixed income could stand out in 2025, with active offering a way to refresh bond portfolios and allocations.
Time to refresh before 2025? The 2025 global market outlook offers compelling opportunities abroad, with the active ETF TOUS a route therein.
Will the Fed make one more rate cut to end 2024? One more cut would top off what has been a very positive fall for rate cut hopefuls considering how long the Fed waited.
Is inflation tamed? It's a key question that got lost in election coverage. It looms more than a new administration does over portfolios.
For investors who have been considering active investing, the post-election market swing could be the trigger to dive in.
Crossing a new ETF AUM threshold, Amplify ETFs has also launched new funds this year and may be set to intrigue entering 2025.
Active fixed income ETFs have taken a big leap this year per new research about active ETFs that may draw new investor eyes.
With tax-loss harvesting season on the horizon, investors may want to consider a pair of tax-conscious, active fixed income ETFs.
With U.S. equities perhaps calling for diversification, an active international ETF like TOUS could play a helpful role.
Is now the time for a small-caps ETF? Rate cuts and other potentially positive indicators could position the space to benefit.
Shopping around for an active ETF? This strategy has outperformed SPY recently thanks to its ability to over- or underweight certain stocks.
ETFs had a big July, with some leading strategies lifting their YTD inflow totals behind strong July numbers.
Looking for a rate-sensitive ETF for rate cuts? This strategy is performing well over the last several periods per YCharts even before cuts.
Looking to assess your portfolio for the current inflation outlook? Natixis Investment Managers' Cyclicality vs. Inflation outlook can help.
T. Rowe Price research leader Jay Nogueira shares thoughts on his own 2024 outlook as well as the firm's research approach.
Are you underweighting large cap growth? New research suggests that may be the case, inviting investors to consider options like FDG.
Private asset trends may not directly apply to many investors in publicly available strategies, but they can provide helpful data.
