AI an “Incredibly Powerful Theme” of Next Decade: How to Invest
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...
View ArticleAI Is Much More Than Hype
Last week, the VettaFi AI Symposium was one of the more popular places to be in the days before Labor Day. We had more than 1,200 people registered with over 650 live attendees (many more of you will...
View ArticleA Pending BlackRock ETF to Watch
Even with $2.4 trillion in ETF assets spread across more than 400 ETFs, there’s a pending offering from BlackRock that caught my eye. Before I lose you, dear reader, I’m not talking about the hopefully...
View ArticleThematic ETF Winners of the Q1 2024 Earnings Season
Digging into the first quarter’s earnings season allows us to uncover the winning themes of the period as captured by ETFs. Although some of the ETF’s associated with these themes have yet to be...
View ArticleYTD Thematic Winners Reflect Change in Market Leadership
Looking at the ETFs with the highest returns YTD, a few thematic standouts have emerged. As a reminder regarding long-term investments, thematic investing is cyclical. As a result, many of the YTD...
View ArticleAre Semiconductors Overvalued? Start With the ETFs
Semiconductors have been a huge player in the U.S. stock market in recent years. Even before generative AI’s big debut, semiconductor firms were helping portfolios of all kinds. Of course, with AI...
View ArticleThe ETF Flowdown: Q2 2024
Markets steadily march on to record highs, as Q2 2024 wraps up. Many patterns that emerged earlier in the year once again prevailed through the fog of geopolitical and rate uncertainty. Consistently...
View ArticleTop Themes in the First Half of 2024: Crypto, Chips, Ships & Silver
After a torrid risk-on run in the first quarter of 2024, markets cooled off a bit but ended the half still positive with mid-double-digit returns. Technology themes such as cryptocurrency and...
View ArticleBlackRock’s Top Thematic Trends to Watch in 2H
Halfway through the year, thematic equity ETFs have exhibited wide levels of dispersion but continue to capture the market’s attention heading into the second half of 2024. The world’s largest asset...
View ArticleNew Leveraged ETFs Opt for Monthly & Weekly Resets
On Tuesday, Tradr ETFs hit the ground running by launching an expansive series of new leveraged ETF products. Traditionally, most leveraged ETF products reset on a daily basis. These products have...
View ArticleKey Tech Companies Report Earnings, Affecting Tech ETF Returns
All of Wall Street was waiting for Nvidia’s earnings report with bated breath, and the dust has only just started to dissipate more than a week after the tech company reported earnings. Nvidia released...
View ArticleThe ETF Flowdown: Q3 2024
Talk about closing out the quarter with a bang. Stocks rode a sizzling summer rally punctuated by record highs in all three major averages and record assets in ETFs to boot. Total assets across the...
View ArticleSemiconductor ETFs: Not-So-Shocking Growth
Nvidia (NVDA) has been one of the most interesting stocks of the year. The company isn’t new to disruptive technology and has been known for its innovations in computer graphics and gaming years before...
View ArticleETF Prime: Islam on New Private Credit ETF & Semiconductor ETFs
On this week’s episode of ETF Prime, host Nate Geraci sat down with Roxanna Islam, head of sector & industry research at VettaFi. She shared her thoughts on a groundbreaking private credit ETF,...
View ArticleETF Prime: Islam Analyzes Tariffs Impact on ETFs
On this week’s episode of ETF Prime, host Nate Geraci sat down with Roxanna Islam, head of sector & industry research at VettaFi. She offers insights on how the recent tariffs announcement could...
View ArticleAre These ETFs Cheap Yet? Crypto, Cannabis, Chips
When markets move, we can learn a lot from the outperformers. But we can also learn a lot from the underperformers — and maybe even find opportunities. This week’s note takes a look at some of the...
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