エピソード

  • Trump Win & The ETF Industry 11/11/24
    2024/11/11

    The ETF industry saw massive inflows immediately after Trump won the Presidency. But will the first winners be the longest-term winners? Or, are there still unrecognized opportunities… and risks?

    続きを読む 一部表示
    29 分
  • 500+ new funds in ‘24 11/4/24
    2024/11/04

    More than 500 new ETFS have come to market this year with yet more in the works. Among them: repackaging of good old-fashioned “pair trades”. Which will be the big winners by year’s end?

    続きを読む 一部表示
    25 分
  • Mag 7, Plus: widening the winners’ circle… but just a bit 10/28/24
    2024/10/28

    The investing consensus pendulum is swinging from super concentration back to diversification. Now, new funds are looking to hold on to Mag 7 dominance but spread the love – and risk – out a bit more.

    続きを読む 一部表示
    22 分
  • Investing in the S&P 500 without the Mag 7 10/25/24
    2024/10/25

    Worried about portfolio overconcentration in tech? What about the other 493 stocks in the S&P 500? Now, there’s a new ETF for that, too.

    続きを読む 一部表示
    22 分
  • Small caps: new approaches to large challenges 10/14/24
    2024/10/14

    As a group, small caps are supposed to outperform over the long run. But it’s a been a very long time since that’s happened. New active funds are looking to weed out the winners.

    続きを読む 一部表示
    22 分
  • Rethinking investing in China 10/10/24
    2024/10/10

    Two new approaches – one hyper-local and the other hyper-specific – attempt to navigated the pitfalls of generic investment in China.

    続きを読む 一部表示
    31 分
  • A second look at “preferred” stocks and MLPs 9/30/24
    2024/09/30

    As active management and income-seeking come together more tightly, “preferred” stocks and energy MLPs are sitting at the nexus.

    続きを読む 一部表示
    15 分
  • Taking on the “tokenization” of assets 9/23/24
    2024/09/23

    What could new experiments in asset “tokenization” portend for an ETF industry that’s riding high? Plus, assessing post-fed market strengths here… and abroad.

    続きを読む 一部表示
    27 分