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‘Make sure clients know what they own and why’
Industry executives discuss being highly selective in private credit and the rise of hybrid ETFs.
Fidelity adds to $14B alt lineup with three new ETFs
The liquid alts funds aim to outperform the S&P 500 index.
Ebbing passive demand poses challenges for asset managers
As the lines between active and passive strategies blur, product teams will have a tougher time appeasing advisors, Cerulli says.
The complications of investing in China
As performance has dragged for Chinese equities, money has flowed out of funds.
Mutual funds make a comeback in February, Cerulli says
Data show the first net inflows into mutual funds in roughly two years, with an unprecedented $22 billion net influx into active ETFs.
Actively managed emerging-market ETFs capture outsize share of flows
Developing nation stocks are trading at a discount of about 43 percent compared to peers in the US, just shy of the biggest valuation gap on record.
Mutual fund flips boost Morgan Stanley ETFs to $1B in assets
The firm did its first-ever conversions involving two Eaton Vance fixed-income funds.
J.P. Morgan Asset Management hires industry veteran as chief ETF strategist
Firm is boosting insights offering amid growing demand for exchange-traded funds.
Global ETF assets reach $11 trillion, with North America in the lead
New research reveals cross-Atlantic divergences on active ETFs and ESG strategies, as well as revived interest in crypto ETFs.
Closures of ESG ETFs pick up amid political backlash
Thirty-six sustainable ETFs were liquidated in the Americas last year, more than double the prior year.
TIPS ETFs lose $43B as great inflation hedge unwinds
The pullback points to investors' confidence that the Federal Reserve has gotten inflation under control.
Capital Group preps another wave of active ETFs
The four active ETFs the company is readying include international equity and emerging markets exposure.
After SEC OK, US bitcoin ETFs saw $30B in new money ‘almost overnight’
Report reveals inflows that were extremely positive, but still ‘underwhelming’ compared with the Canadian experience.
Are AI ETFs worth the hype?
The category has been evolving since the first products started appearing in 2016, but the ETFs may be more volatile than those investing in technology more broadly.
Where have all the hedge funds gone? Advisors weigh in
Not too long ago financial advisors would bend over backwards to get their high-net-worth clients into exclusive hedge funds.
Is there an ETF version of that? Mutual funds fall out of favor with advisors
Tax efficient and usually cheaper, ETFs are gaining ground in portfolios, including active products.
Investors poured $10B into US emerging market ETFs in 2023
Total reflects improving sentiment for developing economies' outlook.
Bitcoin is having a moment
There’s a lot going on in the world of digital assets as advisors face questions about whether and how to use the asset class.
ESG veteran warns of multiyear purge for ESG, with ETFs next
Sustainability-focused investors could be facing even tougher times ahead.
Single stock and covered call come together in ETF line
Advisors reflect on effectiveness of 'volatility buffer' covered-call ETFs, with few single-stock versions available.
