Karrie Gordon

A changing rate narrative now leaves advisors weighing the costs and benefits of taking on additional interest rate risk. Mark Cintolo of Natixis Investment Managers and Dominic Nolan of Aristotle Funds joined VettaFi’s Todd Rosenbluth to discuss rate risk in the recent Fixed Income Symposium.

Market choppiness persists ahead of key economic data later this week. Even earnings beats prove difficult to lift equity performance as interest rate concerns weigh heavily on investors’ minds. As equity volatility continues, investors increasingly turn to equity income strategies for opportunity.

Fidelity offers a broad array of ETF strategies, including its recently introduced suite of Fundamental ETFs. Jessica Stauth, PhD and Benjamin Treacy, CFA joined Todd Rosenbluth, Head of Research at VettaFi, to discuss this high conviction, fundamental lineup in a recent livecast hosted on the VettaFi platform.

Rising oil prices buoyed the energy sector in the first quarter despite falling natural gas prices. Midstream Master Limited Partnerships (MLPs) remained resilient to natural gas declines and energy sector volatility in Q1, offering reliable income for investors.

Slower growth and signs of persistent inflation caused equities to slide on Thursday while bonds sold off. Investors seeking reliable income with quality equity exposure should consider the actively managed Parametric Equity Premium Income ETF (PAPI).

In the last two years, investors increased their cash positions in the face of ongoing volatility and risk. While sitting on the sidelines reduces risk, it also means missed return opportunities. High-quality short-term bonds offer several portfolio benefits while putting excess cash to work.

For investors looking to capture income opportunities through high quality bonds, FIGB is a fund to consider.

In an environment of ongoing macro risks, oil prices remain volatile. Investors seeking energy sector exposure but concerned about oil and gas volatility should look to midstream Master Limited Partnerships (MLPs) for income stability and more defensive energy exposure.

Technology disruptors such as artificial intelligence continue to capture the attention and imagination of investors seeking the leaders of tomorrow. Investors shouldn’t overlook the award-winning Fidelity Disruptive Technology ETF (FDTX), which provides exposure to disruptive tech companies.

The equity market bull run continues but remains choppy as inflation and rate uncertainty persist. Investors looking to enhance S&P 500 income and benefit from volatility don’t want to miss the NEOS S&P 500 High Income ETF (SPYI).