In sauna-like wooden meeting huts scattered around private capital’s annual marquee event in Berlin, executives are looking for the next hot spot.
The ETF market saw a noticeable slowdown of new products launched in May; however, innovation continued to be a driving force.
The push to put private assets in the hands of individual investors is breathing new life into a relatively quiet corner of the asset management industry: interval funds.
Treasuries fell as faster-than-expected US job and wage growth prompted traders to trim back bets that the Federal Reserve will cut interest rates this year.
Abstract SMID-cap investing offers stronger performance and lower volatility than small-caps alone. By using the Russell 2500 index, investors can retain top performers longer, reduce turnover, and enhance portfolio resilience and flexibility.
For four decades, the USA has relied on debt-financed consumption and a service-heavy economy to mask an unsustainable model.
Given the large pool of options available to fixed income investors in the bond market, the ideal option given the current economic uncertainty is still Treasuries. With that, Vanguard has three options worthy of consideration for any portfolio.
Wall Street is cranking up the bond machine as US homeowners — finding that buying a new house is out of reach since mortgage rates started climbing in 2022 – are instead getting home equity loans and sprucing up their current properties.
Neuberger Berman has raised more than $4 billion for its latest general partner-led secondary fund, at a time when private equity firms are increasingly looking to monetize assets via continuation vehicles.
A new line of yield-chasing crypto funds is forcing the Securities and Exchange Commission to confront unresolved gaps in its regulatory framework, just as the Trump administration eases oversight of digital assets.
Since 2019 and the establishment of the ETF Rule, traditional active managers, armed with decades of expertise, have flocked to ETFs.
Early signs of diminishing economic activity and inflation could be a harbinger for bond prices to rise. If so, consider taking advantage of a potential bond rally with a pair of ETFs from Vanguard.
Stocks rallied in May 2025 as trade tensions eased, but investor confidence remains fragile.
Investors may revisit international exposure in their portfolios amidst reduced market reactions to tariff announcements, uncertain U.S. policy and lagging U.S. stock performance.
In our view, using quantitative methods in a transparent, repeatable way to extract alpha through diversified factor tilts offers a compelling alternative in this new IG environment.
Trump Media & Technology Group Corp. appears to be one step closer to launching an exchange-traded fund tied to Bitcoin, joining the crowded field of crypto-investment offerings for the retail masses.
Passive capitalization-weighted index funds now surpass active management in aggregate investor allocations.
Value stocks and related ETFs have been decent performers of late. They’ve been generating buzz for a group of equities that long trailed growth stocks. Enthusiasm for value could earnestly be reborn. If so, investors should take that as a reminder to be judicious regarding evaluating value ETFs.
Closed-end funds can offer stable income streams, but also have some benefits over ETFs when it comes to fund structure.
On the trade front, investor uncertainty eased for a short time as President Donald Trump’s “Liberation Day” tariffs seemed to lose traction. Several key developments contributed, including a 90-day tariff pause with China, the signing of a US-UK trade agreement and progress on negotiations with other partners, including Europe.
After more than a half-decade cleaning up Wells Fargo & Co.’s scandals, the chief executive officer has cleared away the firm’s biggest impediment to growth: the Federal Reserve’s seven-year-old cap on assets.
Global equities hit a record high for the first time since February, as signs of a resilient US economy overshadowed uncertainty around trade negotiations.
Market leadership is shifting and the once-dominant Magnificent 7 may no longer be so magnificent. Our latest report reveals why broader opportunities are emerging across sectors and regions, with quality, value, and growth converging in unexpected places.
The economic narrative took a decisive turn last week. A stunning collapse in the trade deficit suggests we could be looking at near 4% GDP growth in the second quarter—a massive upward revision from the consensus of 2%.
The muted IPO market which has become commonplace in the last few years continued in that fashion through the first five months of 2025. However, the last few weeks has brought a renewed focus to dealmaking after a couple of highly anticipated IPOs began trading, and a cryptocurrency unicorn filed to IPO.
The “sell and stay” approach in wealth management mergers and acquisitions (M&A) is a transformative trend reshaping how advisors approach their succession planning and business transitions.
Treasuries have been the default go-to safe haven bonds during times of heavy market volatility. But with Moody’s recent downgrade, an opportunity for mortgage-backed securities (MBS) exists.
Mortgage rates last week climbed to their highest levels since the beginning of the year on elevated economic risks. With markets still hopeful of at least one interest rate cut in the second half, the real estate sector stands poised to bounce back in a lower rate environment.
On this week’s episode of ETF Prime, VettaFi’s Head of Research Todd Rosenbluth discusses the rise of active ETFs and anticipated ETF share class structure. Later, Fidelity’s Eric Granat and Christine Thorpe spotlight the Fidelity Hedged Equity ETF (FHEQ) and the Fidelity Total Bond ETF (FBND).
Buying stocks is always hard. Particularly during corrections. Or, near market peaks. Or, when stocks are falling. And when they are rising. Oh, buying stocks is also tricky when valuations are high. And when they are low. You get the point.
Constellation Energy Corp. agreed to sell power from an Illinois nuclear plant to Meta Platforms Inc. as artificial intelligence sends power demand soaring.
Signs are emerging that the Trump administration may be less willing to give up control of mortgage giants Fannie Mae and Freddie Mac than investors have bargained for, as policymakers scrounge for ways to close US budget gaps.
Our role isn’t just to manage assets; it’s to help clients stay grounded. We remind clients that investing is a long-term journey, and short-term volatility doesn’t have to knock them off course.
Most of us are facing longer working lives, but that also means we need to remain healthier for longer. While linking the pensionable threshold to improving longevity is fair, up to a point...
f you are wondering why the S&P 500 Index has held up so well in the past two months, look no further than the technology and communications sectors, which collectively account for nearly half of the index by weighting.
New research connects intensifying natural perils to their future implications for asset classes.
As investors grapple with nagging macro uncertainty, market volatility’s likely to continue. But we also see reasons for optimism — and new opportunities.
Last summer, if you recall, then-candidate Donald Trump made headlines as the first former U.S. president to speak at a Bitcoin conference. He pledged to lower the regulatory hurdles of the Biden administration, to kill Operation Choke Point 2.0, and to position the U.S. as the global leader in Bitcoin.
Treasury floating rate notes and ETFs like the WisdomTree Floating Rate Treasury Fund (USFR) are often seen as beneficial tools to fixed income investors when yields on U.S. government debt are rising.
Q1 company earnings painted a picture of corporate health as markets entered a period of trade tumult. Fundamental Equities CIO Carrie King discusses the importance of staying invested amid volatility, and outlines where there may be opportunities for long-term, fundamental investors to take advantage of market nerves to add to positions within enduring investment themes.
This past week, news flow around policy came in hot and heavy, with President Trump’s ‘Big, Beautiful’ tax cut bill passing the House of Representatives, and Trump threatening 50% tariffs on the European Union (EU).
With the private equity market plagued by uncertainty and volatility, it's more important ever to locate compelling long-term opportunities.
VettaFi’s Head of Research Todd Rosenbluth discussed the iShares US Thematic Rotation Active ETF (THRO) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
This article presents a different perspective on the question of why bond yields are rising. I focus on the difference between narratives and fundamentals.
Last week's economic data presented a mixed but generally more positive outlook. Inflation continued its downward trend in April.
Similar to the equity market’s response to the recently announced tariffs, the bond market responded with a widening of credit spreads. These spreads represent the difference in yield between a U.S. Treasury bond and other bonds of the same maturity but different credit quality.
As discussions about reshoring continue to dominate economic policy debates, VettaFi hosted a timely webcast with Dr. Daniela Rus, director of MIT’s Computer Science and AI Lab (CSAIL).
A potentially watershed effort to launch US crypto exchange-traded funds that offer staking rewards is throwing up regulatory doubts, even after the funds said they received initial SEC registration approval.
For anyone on Wall Street still clinging to a time-honored macro-investing playbook, Trump 2.0 has been a source of endless punishment.
Goldman Sachs Group Inc. is embarking on its most ambitious effort yet to offer an exit ramp for investors trapped in buyout funds.
