A bullish move may be ahead for both value and growth in the year’s second half. VettaFi’s Todd Rosenbluth thinks value stocks, which have been market laggards, could get a lift from one of the biggest Wall Street events of the year: the FTSE Russell’s annual rebalancing. “It’s worth paying attention to value,” the firm’s … Read more
Economic commentator Kyla Scanlon is noticing a potentially worrying trend in the investing outlook among younger generations. “It’s a bifurcated world,” she told CNBC’s “ETF Edge” this week. Scanlon, 26, who rose to prominence through her social media videos on the market and economy, explained why some members of Generation Z are aggressively saving for … Read more
Investors may want to consider hedging their emerging market plays, according to one exchange-traded fund expert. Ben Slavin, global head of ETFs and managing director at BNY, said that while there have been notable inflows into Indian, European and Japanese ETFs, investors should account for the strength of the U.S. dollar. “You have to look … Read more
Investors worried about concentration risk in the market may want to consider value-oriented investments. Avantis Investors chief investment strategist Phil McInnis suggests taking a more diversified approach than simply looking at index funds such as the S&P 500. He thinks his firm’s exchange-traded fund strategy can provide better returns in the long run, emphasizing companies … Read more
An alternative trading platform CEO wants to revolutionize private equity investing to help mitigate a stalling initial public offering market. So, Forge Global’s Kelly Rodriques partnered with Accuidity to launch the Forge Accuidity Private Market Index this spring. The ultimate goal: Give more investors easier access to unicorns. “This is a major financial innovation that’s … Read more
VanEck CEO Jan van Eck sees a major sentiment shift underway in the cryptocurrency market linked to the U.S. Securities and Exchange Commission’s approval of a rule change allowing for Ethereum exchange-traded funds. “This is really one of the most amazing things that I’ve seen in my career with respect to securities regulation,” van Eck … Read more
A top exchange-traded fund provider is betting on the long-term popularity of GLP-1 weight loss drugs. Roundhill Investments’ GLP-1 & Weight Loss ETF (OZEM), which began trading last week, pairs leaders Eli Lilly and Novo Nordisk with players developing new treatments for weight loss and diabetes. CEO Dave Mazza said his firm is capitalizing on … Read more
While investing, everyone who adheres to a clearly defined rule-based strategy stands a chance to make money. If the rules have stood the test of time, the odds of winning are even higher. Factor-based or smart beta exchange traded funds (ETF) adopt this rule-based approach of portfolio construction. They can be an interesting portfolio candidate … Read more
Roundhill Investments wants to mimic the success of its Magnificent Seven ETF (MAGS) in China. The firm’s CEO Dave Mazza plans to launch the Lucky Eight ETF, which aims to be China’s answer to the success of Wall Street’s big tech stocks. “There’s a lot of question marks about the Chinese economy and the potential … Read more
The U.S. Securities and Exchange Commission is expected to make a key decision on approving ether exchange-traded funds next week. But it will likely fail due to a lack of an over-arching regulatory framework for all cryptocurrencies, according to Ric Edelman, head of the Digital Assets Council of Financial Professionals. “I think that there’s going … Read more
