Karrie Gordon

Many opportunities exist for advisors and investors looking to increase their value allocations or simply diversify their large-cap exposures heading into the end of the year. Fidelity offers value investing in several different strategy types to complement a variety of equity portfolios. This includes a passive focus on the value factor as well as three actively managed ETFs with targeted value exposure.

The impending regime change in January brings with it a number of policy and regulatory shifts likely to carry lasting impacts for markets. Joseph Amato, President and CIO- Equities at Neuberger Berman discussed the nuanced market outlook heading into 2025 in a recent

Options-based income strategies proved their worth in the last few years, adding diversification and a differentiated source of income generation. The NEOS S&P 500 High Income ETF (SPYI) remains a popular choice for investors, with over $2.3 billion in AUM and a distribution rate over 12%.

from Natixis Investment Managers revealed investors’ ongoing hesitance to move out of cash and into bonds. The survey, conducted between June and August 2024, included 2,700 financial professional participants across 19 countries.

The Federal Reserve’s Jerome Powell cautioned against hopes of aggressive rate cuts this week, leaving investors to reassess their 2025 outlooks. Rick Raczkowski, portfolio manager, relative return team, Loomis, Sayles & Company, discussed how the team views interest rates, the economy, and fixed income investing looking ahead in a recent video.

COP29 wraps up two weeks of global climate discussions and legislations this week as frustrations climb amongst attendees. While a lack of clarity and definitive goals for climate financing and other issues continues, voluntary carbon credit markets received a boon in the form of standardization. The frameworks passed could lay the foundations for a more sustainable buildout of the voluntary market.

Looking ahead to next year, a number of potential tailwinds exist for mid- and small-cap stocks. The NEOS Russell 2000 High Income ETF (IWMI) is worth consideration for the tax-efficient, high income it’s brought to portfolios since the fund launch earlier this year.

Ratcheting geopolitical tensions and the impending U.S. presidential election heighten risk concerns heading into November. For investors looking to optimize their equity exposures with risk-adjusted returns, the income-seeking Natixis Gateway Quality Income ETF (GQI) is worth consideration.

The new year brings with it a regime shift in policies and regulations that will impact the economy and markets. Short- and ultra-short duration bonds offer opportunity for income investors who want to position for potential volatility or uncertainty heading into 2025. The

Advisors and investors turn to quality stocks for various reasons across market cycles. Whether hedging for risk, enhancing portfolio diversification or seeking reliable income, quality stocks align with a range of investment strategies. When seeking strategies focusing on quality, investors would do well to consider the VictoryShares free cash flow (FCF) ETFs.