Todd Rosenbluth

Todd Rosenbluth, Head of Research at VettaFi, shares his insights on the iShares Systematic Alternatives Active ETF (IALT), highlighting its recent launch. He explains the importance of iShares branding and active management, and delves into what 'liquid alternatives' means for diversification. The fund's current portfolio mix includes a focus on fixed income and cash, with a competitive fee structure at 0.99%. Todd recommends IALT for advisors seeking to enhance their ETF portfolios with small allocations, emphasizing its potential to perform differently in volatile markets.

Rich Lee and Todd Rosenbluth discuss the AI revolution and the potential for broader exposure in ETFs. They explore the profitability of owning AI ETFs and the impact of AI in various industries such as industrial automation, agriculture, and finance. The speakers also discuss momentum in ETFs, the trend of inflows into active management, and the growing popularity of thematic strategies in the ETF space.

Todd Rosenbluth, Head of Research at VettaFi, explores the advantages of PIMCO Active Bond ETF in fluctuating interest rate climates, its outperformance against indexed ETFs, and the benefits as a main bond holding. The podcast delves into the role of active bond funds, the post-Bill Gross era performance, and the importance of active management in the bond space.

Todd Rosenbluth, Head of Research at VettaFi, shares insights on record-breaking ETF inflows reaching $1.1 trillion this year. He discusses which ETFs are attracting the most investment, highlighting major players like the S&P 500, crypto, and gold funds. Active ETFs are experiencing notable growth, claiming 40% of net flows. Rosenbluth also explores the rise of option-based funds like covered-call ETFs. He discusses the sources of new ETF capital and predicts continued strong adoption even amidst market volatility.

In this engaging discussion, Todd Rosenbluth, Head of Research at VettaFi and ETF expert, highlights the PIMCO Multisector Bond Active ETF (PYLD) and its impressive performance over the past year. He dives into PYLD's notable volatility and sensitivity to news events, alongside its risk-on income strategy targeting a 6% yield. Todd emphasizes how PYLD can complement risk-off treasury funds in a diverse portfolio, while also advocating for the value of PIMCO's active management approach in justifying its fees and enhancing performance.