Bryan Armour

2 months ago | morningstar.com | Bryan Armour |Ivanna Hampton

Ivanna Hampton: Welcome to Investing Insights. I’m your host, Ivanna Hampton. Dividend ETF investing can focus on income or on growth. As a result, these strategies can have different risk/reward profiles. The best funds are carefully constructed to strike the right balance, while serving their mandate. Morningstar has given four dividend ETFs top marks for pulling it off. Bryan Armour is the director of passive strategies research for North America for Morningstar Research Services.

2 months ago | morningstar.ca | Bryan Armour |Ruth Saldanha

This video was originally published on 14 June, 2023Ruth Saldanha: Many investors want income, and as much income as they can get with as little risk as possible. Recently, a product seems to meet this need. They’re called covered-call ETFs, and they offer high income in some cases as much as 6% or 8% returns with very low risk. But do you actually get 8%? And is it as low-risk as the material makes it appear?

Jan 10, 2025 | morningstar.ca | Bryan Armour

Bryan Armour: Stocks had another banner year in 2024, while bonds did enough to stay in the black. The growth-led rally continued from 2023 with tech and communication-services stocks leading the market. But unlike 2023, it wasn’t just the “Magnificent Seven” propelling markets forward. Utilities, banks, and consumer cyclicals also outperformed the broader market. In contrast, energy and basic-materials stocks were the biggest laggards.

Dec 11, 2024 | morningstar.com | Bryan Armour

Bryan Armour: The S&P 500 has led the market this year, leaving other fund strategies behind as the biggest US companies grew bigger. While we look favorably on the S&P 500’s long-term prospects, market-leading performance won’t always be the case. Morningstar Categories go through periods of strength and weakness, and strategies within those categories do as well. Investors benefit from taking a long view rather than anchoring to recent performance.

Dec 10, 2024 | morningstar.com | Bryan Armour

This year’s tally of new exchange-traded funds didn’t just break the previous record of launches—it smashed it. More than 650 new ETFs have launched as of Dec. 5, 2024, beating last year’s record by more than 150. Each year has marked a record of ETF launches since the advent of the US Securities and Exchange Commission’s “ETF Rule” in 2019. The rule made it easier to bring new ETFs to market.