Given their overall credit risk versus safer government debt, corporate bonds may not get enough exposure in a retirement portfolio. However, they can serve a purpose as long as investors are aware of their nuances.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will discuss the compelling investment opportunity in Conagra Brands (CAG).
We believe the best way to add value is through relative positioning in sector allocations, individual security selection and along the yield curve, holding duration neutral overall. That approach, however, does not prevent us from having views on interest rates and we think bonds offer good value at current rate levels.
On Tuesday, Grayscale finally won its lawsuit against the SEC (see initial coverage here). For the past few years, Grayscale has been in an ongoing legal battle with the SEC over converting its Grayscale Bitcoin Trust (GBTC) product into a spot Bitcoin ETF.
Sometimes things sound the same, look the same, or feel the same – but they are not. It doesn’t necessarily mean one is better or worse than another but uniquely dissimilar and serving, unlike purposes.
The Fed's asset portfolio is on an uncharted course.
Although high-yield bonds have performed well so far this year, we continue to take a cautious view.
On August 30, 2023, VettaFi hosted an Artificial Intelligence Symposium which had an extraordinary turnout, with over 1,200 advisors registered for the event.
The Northern Trust Economics team shares its outlook for major markets in the months ahead.
Active ETF investing has had a big year so far, but it can still play a big role in closing out 2023. International equity ETFs can really benefit from active investing. With a strong case for international equities brewing, now may be the time to look closer.
Dividend Growth Stocks for Current Income and Dividend Growth General Mills (GIS) Consumer staple stocks are blue chips that are considered some of the safest dividend growth stocks you can invest in, especially for dividend growth and dividend growth of income.
Markets are prone to cyclical behavior, which presents risks and opportunities for investors. Here are some basics investors should know about market cycles, recessions, and recoveries.
Tuesday brought a decision felt throughout the cryptocurrency ecosystem. The United States Court of Appeals ruled that Grayscale can convert GBTC into a spot bitcoin exchange traded fund.
First, let me start with a tweet by Larry Summers, though this chart has been passed around by Andreas Steno Larsen and others.
Today the monthly Job Openings and Labor Turnover survey came out for the month of July. Expectations were for 9.5 million job openings, but the actual figure came in at 8.87 million, representing the biggest miss in recent history.
You’re nearly there! You’re nearing the age when you can finally stop working and enjoy some well-earned rest. But there are a few more steps you should take before officially retiring, which will ensure greater financial stability and peace of mind in your later years.
Dave Wysocki, Vice President of Sales at Harvest ETFs discusses why ETF liquidity is different from stock liquidity.
Volatile rates are adding to the cost of residential debt.
When it comes to AI, VettaFi’s financial futurist Dave Nadig said that thanks to ChatGPT, “we’re in this bit of a hype cycle.” But we’re also “in a bit of the reality-check cycle.”
Despite softening demand, US home prices remain elevated. The culprits are high interest rates, limited supply and owners' reluctance to take on new mortgages.
The Fed chair’s high-profile speech emphasized the central bank’s focus on taming inflation.
Broadly speaking, equity-based strategies fueled the initial boom in environmental, social, and governance exchange traded fund proliferation. As a result, criticism lobbed at ESG investing has focused on equity-based ESG funds.
Fitch’s recent downgrade of the U.S. debt rating alarmed investors as the deficit and debt steadily increased. The downgrade sent 10-year Treasury bond yields above 4%, causing concern about America’s deteriorating financial condition.
We have observed increasing volatility within our Systematic Global Macro (SGM) portfolio, partly driven by an increase in volatility in our equity positions.
Some ETF issuers are not only investing in AI, but are instead investing with AI.
When discussing AI, the large companies like Microsoft, Tesla, or NVIDIA typically take up most of the oxygen. But Matthew Bartolini, managing director at State Street Global Advisors and head of SPDR Americas research, noted that “innovation happens down the cap spectrum.”
Artificial intelligence is one of the top investment themes this year and is the new megatrend likely to last for at least the next decade. BlackRock’s Jay Jacobs and Global X’s Pedro Palandrani joined VettaFi’s head of research, Todd Rosenbluth, to discuss AI investing and companies to look to in the coming years at the recent AI Symposium hosted by VettaFi.
Active ETFs have had a big year so far in 2023 by several metrics. From institutional investor interest to advisors planning to up allocations, active strategies have grown in popularity. With their ability to invest nimbly and lean on managerial expertise, that appeal makes some sense.
There is a plethora of AI-related investment opportunities, with the winners and losers yet to be determined.
VettaFi’s Artificial Intelligence Symposium is happening today. Investors and advisors seeking to better understand this complicated and exciting new technology will have the opportunity to hear from experts and thought leaders. Additionally, they can do so for free while earning CE credits. Now is the time to expand your understanding of this critical topic.
Disrupted global trade is weighing on Germany's performance.
At the heart of our assessment of the stock market is our Capitalized Profits Model.
In the first installment of our three-part series on global supply chains, Portfolio Managers Peeyush Mittal and Inbok Song discuss why and where trading networks and manufacturing hubs are changing and how it’s impacting the international investment landscape.
China's economy may have spillover effects on global economic and earnings growth, but it's unlikely to lead to global financial contagion and send stock markets materially lower.
In the wake of the Federal Reserve’s annual gathering in Jackson Hole, Stephen Dover, Head of Franklin Templeton Institute, conveys one clear message: interest rates aren’t coming down anytime soon.
Several key economic indicators are released every week offering valuable insights into the overall health of the U.S. economy. Policymakers and advisors closely monitor economic indicators to understand recession risk and the direction of interest rates because the data can ultimately impact business decisions and financial markets.
The United States Court of Appeals announced this morning it’s ruling in favor of the Grayscale petition to convert its flagship fund, GBTC, to a bitcoin ETF. In the intricate game of chess the SEC plays with bitcoin funds, it’s a “check” for Grayscale’s white knight strategy.
A few weeks ago, VettaFi announced an AI symposium at the end of the month. Our hope was to bring some of the leading experts in asset management to discuss how the future is fast approaching.
In a potentially positive trend for investors, the number of companies incorporating ESG metrics in their executive compensation plans has been growing.
Financial advisors have a unique job. To be competent, they must deeply understand some highly specialized topics centered around finance.
Holding expectations low will help the battle against high prices.
Taxable municipal bonds may be an attractive option for investors in lower tax brackets, but there are things investors should know before making a decision.
It’s hard to see your portfolio dip and not panic – especially as you near retirement. Coupled with record inflation, a dip might tempt you to sell your investments to drive cash flow.
Making an investment in physical gold and silver is easy. Insuring these new valuables stored at home is more difficult. It may be outright impossible in larger amounts.
As investors look for clues about what monetary central planners are thinking at Jackson Hole, the BRICS countries – Brazil, Russia, India, China, and South Africa – are holding a summit of their own in Johannesburg.
Is a stock market rally coming? I think that is most likely the case. However, to understand why, we must review what we said at the beginning of July in “Complacency Seems Overly Complacent.”
At its annual summit in Johannesburg this week, the bloc of five emerging countries—Brazil, Russia, India, China and South Africa—announced plans to expand for the first time since 2010.
Today we continue our study of the historical cycles suggesting a major crisis is in our near-term (5‒8 years) future. We don’t know the precise timing or nature of the crisis, but the patterns indicate one is coming and could be severe.
Is AI going to be a major part of our lives going forward? Is it worthy of being classified as a megatrend? What are the best ways to access it as an investment? What are investors overlooking about AI as an investment theme?
Many advisors are now providing customized wealth management services to their clients and their families, often across multiple generations.
