ETF Edge

Continuing developments in the Middle East adding to investor uncertainty. Should ETF holders modify their portfolios now… or stay the course through the second half of the year?      

The AI trade is getting increasingly crowded and it’s getting harder to sift out the next big winners. Well-known tech analyst Dan Ives, who just recently launched an ETF with his own name on the line, tells us how he’s approaching it. Plus, Todd Rosenbluth, Head of Research at Vettafi, discusses how the rest of the ETF industry is slicing AI.    

It’s not just a yellow-brick road investors have been running down… with global uncertainty still high money has been piling into non-traditional and traditional alternative assets alike. But which are best for your portfolio? We’ll help you decide.  

As we kick off another month of trading, we look at three of the biggest ETF themes and whether they can continue amid general market uncertainty and summer doldrums. 

Bonds are generally known for their stability. But, like the equity markets, bonds are experiencing outsized volatility of late. However, new tools allow investors to engage bond opportunities like never before. Our experts help you rethink your allocations.

Dave Nadig, a financial futurist known for his insights on ETFs, joins Paisley Nardini from Simplify Asset Management to discuss the current investment landscape. They dive into the rise of flexible and alternative investment strategies amidst market volatility, stressing the importance of educating investors. The conversation highlights how dynamic approaches, such as managed futures and hedged equity, are becoming essential. They also touch on the complexities of ETF investments, particularly regarding risks associated with private credit markets.

The 90-day tariff pause between the U.S. & China has thrown a wrench into two big ETF themes of this year: international investing and gold/bitcoin hedging. What should investors do now? We look at the near and long-term scenarios.   

Ric Edelman, founder of the Digital Asset Council of Financial Professionals and former head of Edelman Financial Engines weighs in on how to responsibly incorporate crypto investing into any diversified portfolio, explains why 60/40 is dead… because you’re not going to be… and discusses the importance of instilling financial education in the next generation. 

Actively managed ETFs have captured one third of flows this year. But the active fund space is quickly changing along with market volatility. We sort it all out for you.   

Amid the volatility, actively managed ETF assets have reached $1 trillion, or about 10% of the industry total. Is now finally the time “active” will prove its worth over “passive”? We’ll dive into the new strategies managers are employing on a daily basis.