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2 months ago | 
theetfeducator.com | Elisabeth Kashner |Todd Rosenbluth |Nate Geraci
ETF Inflows & Outflows Performance Leaders & Laggards Source: ETF Action; flows and performance data as of 1/30/25; performance data excludes leveraged and inverse products Weekly ETF Reads ETFs Went Bananas in 2024by Elisabeth Kashner “I’m still trying to make sense of it.” A New Individual ETF King?by Todd Rosenbluth “We believe having the largest U.S.-listed ETF will be particularly important to the firm.” Wall Street’s Levered ETF Boom Is Near-$1 Billion Money Spinner by Isabelle Lee...
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2 months ago | 
etftrends.com | Elisabeth Kashner
U.S. ETFs broke everything in 2024. We saw record-high flows and new launches. AUM crossed the $10 trillion threshold. Crypto burst onto the scene. Active management exploded in popularity. Leveraged single-stock ETFs captured a shocking level of flows, and the ones focused on MicroStrategy actually stopped functioning properly. An ETF that profits off the volatility of an erstwhile software company that has become a leveraged play on Bitcoin? Peak 2024.
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2 months ago | 
insight.factset.com | Elisabeth Kashner |FactSet Insight |Colin Devereaux
U.S. ETFs broke everything in 2024. We saw record-high flows and new launches. AUM crossed the $10 trillion threshold. Crypto burst onto the scene. Active management exploded in popularity. Leveraged single-stock ETFs captured a shocking level of flows, and the ones focused on MicroStrategy actually stopped functioning properly. An ETF that profits off the volatility of an erstwhile software company that has become a leveraged play on Bitcoin? Peak 2024.
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Jan 14, 2025 | 
kiplinger.com | Karee Venema |Elisabeth Kashner |Jose Torres |José Torres
President-elect Donald Trump's policy promises and their potential impact on the stock market are in focus ahead of his inauguration next Monday, January 20. (This, by the way, is a stock market holiday, with markets closed in observance of Martin Luther King, Jr. Day.)Equities rallied hard in an immediate reaction to Trump's win last November as the outcome "provided much-needed political clarity," says George Smith, portfolio strategist for LPL Financial.
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Jan 14, 2025 | 
inkl.com | Elisabeth Kashner |Jose Torres |José Torres
However, momentum stalled to start the new year, and a challenging macroeconomic backdrop could hint at continued technical troubles, says Adam Turnquist, LPL's chief technical strategist. Still, despite uncertainty over Trump's proposed tariff policy and ongoing geopolitical turmoil, "there are plenty of reasons to be optimistic," Turnquist adds.
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Aug 8, 2024 | 
insight.factset.com | Colin Devereaux |Sean Ryan |Elisabeth Kashner
With the eyes of the world on Paris for the Olympic Games, we wanted to identify the top-performing strategies in France’s geographic profile, Western Europe, and award some medals of our own. To best assess the overall performance of each strategy, the top-line performance along with underperformance and downside, we review the quartile benchmarks for the seven main investment styles in the region.
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Jul 31, 2024 | 
insight.factset.com | Colin Devereaux |Sean Ryan |FactSet Insight |Elisabeth Kashner
Recent months have seen temperatures rise between Exxon and large institutional LPs, namely CalPERS. The conversations are centered around board member votes and, more broadly, shareholder rights. While these factors don’t directly impact our Cobalt dataset, it’s a timely opportunity to analyze our LP base portfolio allocations to Natural Resource. For the analysis, we focus on the pace at which distributions are being made in that strategy across all geographies over the last 10 years.
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Jul 27, 2024 | 
advisorperspectives.com | Elisabeth Kashner
It's been another strong first half for the U.S. ETF industry, with overall flows set to challenge (equity) or surpass (fixed income) historic records. It’s a real vote of confidence from investors given the availability of ultra-low risk, high-yielding money market funds. The lion’s share of the flows went to the usual suspects: core portfolio building blocks; namely cheap, broad-based, market-cap weighted vanilla ETFs. But every year the lion has to fight harder to retain dominance.
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Jul 26, 2024 | 
linkedin.com | Elisabeth Kashner
What happened this week? Several Fed officials confirmed that the immaculate disinflation is indeed back on track, pointing to September for their first interest rate cut. Goldman bravely wrote in a note to its readers: “We may be approaching an inflection, seeing a rationale for cutting as early as the July 30-31 meeting.” When my wife gets anxious about the cost of going out for an elaborate dinner, I remind her of what American political satirist P. J.
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Jul 25, 2024 | 
insight.factset.com | Elisabeth Kashner |Sean Ryan |FactSet Insight
It’s been another strong first half for the U.S. ETF industry, with overall flows set to challenge (equity) or surpass (fixed income) historic records. It’s a real vote of confidence from investors given the availability of ultra-low risk, high-yielding money market funds. The lion’s share of the flows went to the usual suspects: core portfolio building blocks; namely cheap, broad-based, market-cap weighted vanilla ETFs. But every year the lion has to fight harder to retain dominance.
