Ryan Jackson

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Articles

ETF Flows Punctuate Record Year in December

Jan 6, 2025 | morningstar.com | Ryan Jackson

Exhibit 1 shows the 2024 performance for a sample of Morningstar analyst-rated exchange-traded funds that represent major sections of the stock and bond markets. Weak December returns left but a small scratch on a shining year. The blended portfolio climbed 10.9% in 2024, led by US stocks. US bonds slid in December in a fitting conclusion to their subpar year. Vanguard Total Bond Market ETF BND shed 1.7% last month to clinch a paltry 1.4% gain on the year.
ETFs Shatter Monthly and Annual Inflow Records in November

Dec 5, 2024 | morningstar.com | Ryan Jackson

The Morningstar Global Markets Index, a broad gauge of global equities, advanced 3.8% behind stellar US stock market performance. The Morningstar US Core Bond Index rallied late in November 2024 to secure a 1% gain. US exchange-traded funds raked in a record $161 billion in November. Investors have poured more than $980 billion into ETFs in 2024, well past the $900 billion annual flows record set in 2021.
3 Great Contrarian US Stock and Bond ETFs

Nov 20, 2024 | morningstar.ca | Ryan Jackson

Ryan Jackson: Legendary economist John Maynard Keynes once said that “it’s better for reputation to fail conventionally than to succeed unconventionally.” In other words, there’s little reputational reward for going against the grain. Investing rewards are a different story. Some of the best investors are contrarians that uncover value by zigging while the rest of the competition zags. Today, let’s explore three great ETFs and the merits of doing what feels uncomfortable.
3 Great Contrarian ETFs

Nov 19, 2024 | morningstar.com | Ryan Jackson

Ryan Jackson: Legendary economist John Maynard Keynes once said that “it’s better for reputation to fail conventionally than to succeed unconventionally.” In other words, there’s little reputational reward for going against the grain. Investing rewards are a different story. Some of the best investors are contrarians that uncover value by zigging while the rest of the competition zags. Today, let’s explore three great ETFs and the merits of doing what feels uncomfortable.
Cloudy Markets Didn’t Scare ETF Investors in October

Nov 5, 2024 | morningstar.com | Ryan Jackson

The Morningstar Global Markets Index, a broad gauge of global equities, slid 2.4% after five straight months of gains The Morningstar US Core Bond Index fell 2.5% in its first negative month since April Neither fact deterred exchange-traded fund investors, who poured more than $124 billion into ETFs in October US stock ETFs accounted for $57 billion of that total International stock ETFs raked in $17 billion behind a record $9 billion of flows into the China region category Healthy demand for...
Another Month, Another Milestone: 10 Reasons the ETF Market Reached $10 Trillion in Q3

Oct 3, 2024 | morningstar.com | Ryan Jackson

US exchange-traded fund assets soared over $10 trillion last month, the latest milestone for the burgeoning market. Gains in stocks and bonds helped push ETFs over the $10 trillion mark. The Morningstar Global Markets Index advanced 2.3% in September, pushing its return to 17.9% over the first three quarters of 2024. The Morningstar US Core Bond Index notched gains of 1.3% and 4.5% over the respective periods.
Why Vanguard Short-Term Bond Index Stands Out

Sep 23, 2024 | morningstar.com | Ryan Jackson

Morningstar Medalist Rating: SilverProcess Pillar: Above AveragePeople Pillar: Above AverageParent Pillar: HighVanguard Short-Term Bond Index’s broad reach, market-value weighting approach, and rock-bottom fees make it a strong choice for US short-term bond exposure. The Bloomberg US 1-5 Year Government/Credit Index, which underpins this fund, takes a simple but sensible approach.
A Closer Look at a Groundbreaking Active ETF Proposal

Sep 12, 2024 | morningstar.com | Brian Moriarty |Ryan Jackson

State Street and Apollo Global Management filed to launch an actively managed exchange-traded fund that invests in public and private credit, the first ETF of its kind. The announcement raised a flurry of questions while the SEC decides whether to approve SPDR SSGA Apollo IG Public and Private Credit ETF. Here’s what you need to know about the filing and what it means for investors and the ETF industry. This fund aims to invest in public and private credit in one ETF portfolio.
Bond Managers Give US Actively Managed Funds a Narrow Leg Up in Early 2024

Sep 10, 2024 | morningstar.com | Ryan Jackson

Did a randomly chosen actively managed fund beat the average of its passive rivals from July 2023 through June 2024? It’s basically a coin flip. About 51% of actively managed funds both survived and outperformed a composite of indexed category peers over the 12 months ended June 2024. That marked a modest increase from their 47% success rate in 2023 but a step back from their 57% clip during the year ended June 2023.
ETF Flows Continue Record Pace in August

Sep 5, 2024 | morningstar.com | Ryan Jackson

The Morningstar Global Markets Index, a broad benchmark of global equities, recovered from an early scare and gained 2.4% in August. Weak economic data affirmed investors’ belief that interest-rate cuts are imminent and powered a 1.4% gain for the Morningstar US Core Bond Index. The taxable-bond group added to its stellar year of inflows with a $31 billion August haul. Long government funds collected north of $7 billion as investors embraced interest-rate risk.