The Rise of the 80/20 Portfolio Among ETF Investors
In this episode of Trillions, we also look at data pointing to bipartisan investment tastes and why Septembers are lousy for markets.
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In this episode of Trillions, we also look at data pointing to bipartisan investment tastes and why Septembers are lousy for markets.
Northern Trust Asset Management has filed regulatory paperwork to turn six mutual funds into exchange-traded funds, a move the firm says would amount to the largest such conversion in industry history.
Retail investors in Brazil are piling into exchange-traded funds at a record pace as a wave of new products broadens the market.
Bloomberg's Scarlet Fu puts Eric Balchunas, Matt Kaufman of Calamos Investments, and Brittany Christensen at Tidal to the test on "Bloomberg ETF IQ" in this week's edition of "IQ Test." (Source: Bloomberg)
"Bloomberg ETF IQ" focuses on the opportunities, risks and current trends tied to the trillions of dollars in the global exchange traded funds industry. Today's guests: RBC Capital Markets Director of Global ETF Strategy Valerie Grimba, Tidal SVP Head of Business Development Brittany Christensen, Calamos Investments Global of ETFs Matt Kaufman, and TMX VettaAFI Head of Sector & Industry Research Roxanna Islam. (Source: Bloomberg)
A roughly $3.6 billion municipal-bond exchange-traded fund is careening toward its biggest monthly outflow ever, after a fixed-income selloff pushed muni yields to the highest in months.
Grandes instituciones estรกn alternando entre fondos de renta variable prรกcticamente idรฉnticos para evitar recibir dividendos โy el impuesto del 30% que estos conllevanโ.
David van Adelsberg, founding partner & CEO at Irrational Capital, joins Scarlet Fu and Eric Balchunas on "Bloomberg ETF IQ." They discuss the Harbor Human Capital Factor US Large Cap ETF (ticker: HAPI), which tracks companies based on the happiness of their employees. (Source: Bloomberg)
Nate Geraci, president of NovaDius Wealth Management, joins Scarlet Fu and Eric Balchunas on "Bloomberg ETF IQ." They discuss ETF M&A, Treasuries, and the performance of the Breakwave Tanker Shipping ETF (ticker: BWET). (Source: Bloomberg)
"Bloomberg ETF IQ" focuses on the opportunities, risks and current trends tied to the trillions of dollars in the global exchange traded funds industry. Today's guests: Novadius Wealth Management President Nate Geraci, SGH Wealth Management Founder & CIO Sam Huszczo, Irrational Capital Founder & Partner David van Adelsberg, and TEMA ETFs Head of Investment Strategy Paisley Nardini. (Source: Bloomberg)
A messy breakup between Harley Bassman, the derivatives expert who invented the main gauge of Treasury volatility, and his former employer has escalated after the bond veteran sent a letter to the firmโs shareholders challenging its business practices.
A corner of the ETF market drawing regulatory scrutiny is pushing for still shorter-term speculation.
Brian Casey of Westwood appears on the program as the segment tees up Westwood Salient Enhanced Power & Infrastructure ETF, ticker PWRX, as the Texas Stock Exchangeโs first new listing. The actively managed ETF is designed to capitalize on accelerating power needs, pairing an income strategy with exposure to high-growth energy and infrastructure themes. He speaks with Romaine Bostick & Tyler Kendall on "The Close." (Source: Bloomberg)