Katherine Greifeld

Oct 30, 2023 | bloomberg.com | Katherine Greifeld |Isabelle Lee

Far from their reputation as speculative daredevils, millennials are embracing bond exchange-traded funds to a greater degree than other generations as muscle memory from past recessions kicks in. That’s the finding of an annual study by Schwab Asset Management, which shows that ETF investors born from roughly 1981 to 1996 have 45% of their portfolios in fixed income.

Oct 26, 2023 | bloomberg.com | Katherine Greifeld

Goldman Sachs Group Inc. is the latest exchange-traded fund issuer attempting to take market share from JPMorgan Chase & Co.’s breakout active strategy lineup. The actively managed Goldman Sachs S&P 500 Core Premium Income ETF (ticker GPIX) and the Goldman Sachs Nasdaq-100 Core Premium Income ETF (GPIQ) both begin trading Thursday, according to a press release.

Oct 24, 2023 | bloomberg.com | Katherine Greifeld |Vildana Hajric

Amid a rocky earnings season for giant companies, cash-rich megacap tech stocks have found an unlikely friend: soaring yields in fixed-income markets. Buried in results that have sent shares veering has been the benefit of rising rates on cash surpluses that for the largest firms total more than half a trillion dollars. Google-parent Alphabet Inc. said Tuesday that interest income almost doubled to more than $1 billion, while Tesla Inc. saw the line item soar to $250 million. Up Next

Oct 23, 2023 | bloomberg.com | Katherine Greifeld |Emily Graffeo

BlackRock Inc. is taking another shot at a strategy long-dominated by mutual funds, target-date investing, but with an exchange-traded fund-twist. Last week, the world’s largest ETF issuer unveiled a suite of 10 funds that shift money into more conservative investments as holders age. The new line-up will target retirement dates every five years from 2025 through 2065.

Oct 20, 2023 | bloomberg.com | Katherine Greifeld |Vildana Hajric

Stock investors who sleepwalked to an $8 trillion rally earlier in the year are being shaken awake by the bond market. Worrying signals on everything from inflation, government deficits, valuations and, arguably, the nearness of a recession proved too much for the equity faithful to withstand this week, torpedoing the S&P 500’s October advance and pushing losses since July to almost 7%.