VettaFi Content
ETFs to Play the Ebb and Flow of Oil Prices
In the shadow of a big tech market rally lurks oil prices, which have been rallying as equities take a breather in August and September. However, push and pull forces could make for a bumpy ride for prices, giving traders opportunities to take advantage of leveraged exchange-traded funds (ETFs).
Rising Bond Yields Offer Opportunities in Leveraged Funds
While the U.S. Federal Reserve continues to wrestle with inflation, bond yields continue to move higher, offering opportunities for both bearish and bullish bond prices in the short term.
Small-Cap Bears Thrive as Russell 2000 Enters Negative Territory
The higher-for-longer interest rates narrative could continue to negatively affect small-cap companies. This is because they look to stay afloat in the current macroeconomic environment.
Disruptive Tech Theme of the Week: Solid-State Batteries
There have been several positive developments announced recently related to the development of solid-state batteries technology for electric vehicles.
With No “Competitive Moat” Who Will Be GenAI’s Big Winners?
A leaked internal memo from Google reveals that even the pioneering companies developing Generative AI (GenAI) to create new solutions are questioning their role in the future.
Corporate Bonds Can Be a Part of a Retirement Portfolio
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.
Recession Risk Still in Play for Bond Bulls
Inflation is continues its stay in the current macroeconomic environment. As such, the threat of a recession still looms, which could be a boon for bullish bond investors.
Corporate Bond ETFs — Time to Be Picky
With interest rates at their highest levels in two decades and inflation still high enough that the possibility of further rate hikes isn’t off the table, advisors and investors should be judicious when examining fixed income exchange traded funds. That’s particularly true when it comes to corporate bond ETFs.
Dividend Growth Still an All-Weather Strategy
Not all investing styles offer resilience across a variety of market settings — hence the term “style.” However, dividend growth is durable in an assortment of market conditions.
Institutional Investors Eyeing Active ETFs
In a year that has seen active ETFs accelerate notably, institutional investor interest has grown in turn.
Active Stock Selection Skill Worth More When Dispersion Is High
There’s a lot of potential for active managers to add value in today’s market environment. However, that does not mean that all active managers can or will provide value. Active managers should prefer above-average dispersion because stock selection skill is worth more when dispersion is high.
5 Myths in the Debate Between Active Versus Passive
With so much written about the debate between active versus passive over the years, it can sometimes be difficult to separate fact from fiction.
How to Gain Inverse Exposure to Gold Miners
Gold prices have dropped significantly lately, reaching yet another milestone-low as investors saw the price of gold drop below $1,870 per ounce last week.
AI Has a Limited Role in Investing — That Could Change
AI can be a great educational tool for investors wanting to learn more about specific sectors or the historical performance of certain investments. However, it’s not sophisticated enough to be a stock-picker or means of developing a diversified investment portfolio for the average retail investor.
Bond ETFs 101: A Refresher
Bonds have come back in a big way, with yields higher than they’ve been in years and providing investors with income again. With bonds now back in favor, it may be a good idea to look into bond ETFs and how they can fit into an investor’s overall portfolio.
Use Active ETFs to Avoid Concentration Risk
Take a closer look at how active ETFs may be better positioned to avoid concentration risk than their passive counterparts.