Exchange Traded Funds

With Exchange kicking off in March of 2025, we’d like to express gratitude for the financial advisors who will be attending, the sponsors who are making the event possible, the speakers who will be sharing their expertise and time with us, and our partners for their support. VettaFi’s mission has long been to transform financial services from an industry into a community. Gratitude alone can not achieve that result, but it is a vital component.

Escalating tensions from the Russia-Ukraine war are putting world stock markets on notice, while a risk-off sentiment is helping to feed into safe haven assets like bonds. Given this, it’s an ideal time to consider international bond exposure.

Indian stocks and the related ETFs cooled off in September and into October after Prime Minister Narendra Modi’s National Democratic Alliance (NDA) didn’t have the expected electoral success. This sparked a sell-off in previously hot Indian equities.

While many investors seem fixated on the mega cap equities, one would be remiss to ignore the immense potential of SMID caps.

Thematic ETFs have had a tough slog – now headed for a third-straight year of losses. Roughly 90 thematic ETFs debuted back in 2021, compared to fewer than 20 this year. Many of the red-hot trades that sizzled in early 2021 fizzled out, with the exception of

VettaFi’s Head of Research Todd Rosenbluth discussed the Vanguard S&P 500 ETF (VOO) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “ Money Life.”

Direct indexing can be a powerful solution for investors looking for portfolio customization and tax alpha. Merrie Zhang, CFA, Head of Direct Indexing Client Portfolio Management at Goldman Sachs Asset Management, says direct indexing provides solutions for a range of investor challenges and can be used as a key strategy at the core of investment portfolios. Zhang shares with us how direct indexing works, the potential benefits of it, as well as best practices on selecting a provider.

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.

With 2024 heading to a close, it’s safe to say that the year flew by for most folks. Before investors and traders get ready to celebrate the new year, it’s prudent to think ahead and position portfolios to match 2025 expectations. This is especially true given both the current state of the market and potential upcoming federal policy.

Bitcoin has had a strong 2024, with spot bitcoin ETFs hitting the market and recent election news boosting the cryptocurrency’s outlook. That has positioned bitcoin to enter 2025 with some notable strength, as well. Of course, investors can look a bit deeper when it comes to bitcoin using advanced metrics like MVRV, or market value to realized value. A key bitcoin metric, it suggests that the cryptocurrency is in the midst of an upswing.