ETF of the Week

VettaFi’s vice chairman Tom Lydon discussed the iShares 20+ Year Treasury Bond ETF (TLT) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” The first half of 2022 proved painful for bonds in particular but with recession risk now top of mind for many advisors and investors, the dual benefit of recession hedge and cheaper price could make TLT an attractive fund.  Bonds have traditionally been a safe haven asset in times of recession and in the last week there has been nearly $800 million of net inflows into TLT.  With interest rate risk already priced in, the fund has an effective duration of 18.16 years.  Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

VettaFi’s vice chairman Tom Lydon discussed the XTrackers S&P 500 ESG ETF (SNPE) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” SNPE provides exposure to the S&P 500 but through an environmental, social, and governance lens. The S&P 500 ESG Index that the fund seeks to track utilizes ESG factors and criteria for inclusion while excluding companies that don't have sufficient UN Global Compact scores or else participate in certain industries such as tobacco, controversial weapons, and thermal coal.  ESG is going to be a growing part of the investiong equation looking ahead both from a regulatory risk perspective as well as a climate risk perspective and SNPE seeks to provide performance while also reducing risk.  Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

VettaFi’s vice chairman Tom Lydon discussed theKFA Mount Lucas Index Strategy ETF (KMLM) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Alternatives have become an attractive option for many advisors and investors in an environment where both bonds and equities are challenged. Managed futures funds have offered returns during the prolonged period of market volatility and have become a popular option within alts.  KFA Funds, a KraneShares company, invests in futures contracts within commodities, currencies, and global fixed income.   KMLM offer possible hedges for equity, bond, and commodity risk and has demonstrated a negative correlation to both equities and bonds in bull and bear markets. Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

VettaFi’s vice chairman Tom Lydon discussed the iMGP DBi Managed Futures Strategy ETF (DBMF) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” The challenges that portfolios are facing this year in both equities and bonds have given rise to a growing interest in alternatives, and the uncorrelated benefits that managed futures can offer portfolios has caused an influx of interest and flows in the first half of the year.  Managed futures can provide both diversification opportunities as well as the potential for "crisis alpha" in their ability to seek out the pockets of opportunity during market dislocations. DBMF is an actively managed fund that seeks to replicate the performance of the 20 largest managed futures hedge funds at ETF fee prices.  Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

VettaFi’s vice chairman Tom Lydon discussed the VanEck ChiNext ETF (CNXT) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” While the U.S. engages in a policy of fiscal tightening, China is easing, with the Shanghai Composite and CSI 300 both in a two-month rally that has resulted in a gain of 13%. While mainland markets have had challenges this year, the recovery and supportive fiscal policies have equated to outperformance compared to other emerging and developed markets.  CNXT tracks the ChiNext Index which is comprised of the 100 largest and most liquid securities listed on the ChiNext Market on the Shenzhen Stock Exchange, and invests in China A-shares, the stocks that trade in mainland China.  Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

VettaFi’s vice chairman Tom Lydon discussed the Pacer Industrials and Logistics ETF (SHPP) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Since the onset of the pandemic in 2020, supply chains have experienced a supply and demand mismatch that has only been further exacerbated by the war in Ukraine and lockdowns in major port cities in China.  SHPP seeks to offer exposure to the companies that support and allow global supply chains to function. The fund has exposure to a broad swathe of supply chain related companies, from railways to domestic and international shipping companies such as FedEx. Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

In May the U.S. dollar hit a two decade high, with rising interest rates offering support forward-looking. It reflects the increased risk aversion that investors are having in the current market environment, creating greater strength for the dollar as they move away from riskier assets.  When stacked up against foreign currencies, the dollar remains one of the strongest global currencies currently with the euro weakening on Russian oil embargo concerns while the Japanese yen remains at almost two-decade lows. UUP tracks the value of the dollar relative to a basket of six major world currencies: the euro, Japanese yen, British pound, Canadian dollar, Swedish krona, and Swiss franc.  Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

VettaFi’s vice chairman Tom Lydon discussed the abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF (BCIM) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” BCIM offers investors a targeted way to capture exposure to the the growing demand in raw materials globally by investing in futures contracts of aluminum, copper, nickel, and zinc.  The energy transition will continue to drive demand for industrial metals as almost all renewable energy option utilizes these metals. Supply side issues created due to the war in Ukraine and shortage of Russian metals such as nickel and aluminum have created an underlying support for the metals market.   Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

VettaFi’s Vice Chairman Tom Lydon discussed the Neuberger Bergman Disrupters ETF (NBDS) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” NBDS is part of an active suite of ETFs launched by Neuberger Berman and containts a high conviction, all-cap portoflio of companies that are either disrupting existing markets or are creating their own new ones.  The fund seeks to maximize returns through its concentrated, low-turnover portfolio of companies that it believes are on the leading edge of innovation across multiple themes.  Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

Vettafi’s Vice Chairman Tom Lydon discusses the Merk Stagflation ETF (STGF) on this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show. STGF offers investors a way to benefit in an environment of stagflation where there is persistent, high inflation coupled with slow economic growth.  The fund includes a dynamic basket of inflation hedges and invests in gold, oil, real estate and TIPS, all through other ETFs, as well as dynamically rebalancing its allocations.  Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration