Saleem Khan from VettaFi discusses advisor behavioral trends using behavioral intelligence data. Chris Verrone talks about the Strategas Macro Momentum ETF, focusing on technical analysis. Topics include advisor interest in US equities, dynamic allocation strategies, BuffC ETF for downside risk management, and market trends for the upcoming election cycle.
Advisors showed a preference for US equities in March, indicating dynamic allocation strategies and potential investment strategy reevaluation.
Strategas Macro Momentum ETF utilizes macro analysis and technical indicators to identify market leadership trends and capitalize on relative strength.
Deep dives
The ETF Institute: Providing Certification and Training on ETFs
The ETF Institute is the first independent organization offering industry professionals and financial advisors certification, education, and training on ETFs. Their Certified ETF Advisor designation is aimed at enhancing knowledge in this rapidly growing sector.
VETIFY's Advisor Behavior Intelligence Data Analysis
Celine Khan, Chief Digital Product Officer at VETIFY, compiles and analyzes advisor-based ETF trend data to understand engagement patterns. The data collected from various financial advisor visits to VETIFY web properties reveals trends in asset class preferences and behavioral intelligence.
Behavioral Intelligence Data Trends in March and April
In March, advisors showed a preference for US equities with 35% engagement, followed by international equities. Dynamic allocation strategies were observed with fluctuations indicating potential rethinking of investment strategies. In April, interest shifted to commodities, alternatives, and fixed income products with increased engagement and fluctuation.
Strategas Macro Momentum ETF and Active Management Approach
The Strategas Macro Momentum ETF is actively managed with a focus on macro analysis and technical indicators. It aims to identify leadership trends and capitalize on relative strength in the market. The fund's approach involves a combination of systematic analysis and weighing macro views against technical indicators to drive investment decisions.
VettaFi’s Saleem Khan dives into their latest behavioral intelligence data, highlighting key investing trends among advisors. Strategas’ Chris Verrone explains their recently launched Macro Momentum ETF (SAMM) and offers perspective on the current macro environment.
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