2024 is here, and Exchange is right around the corner. Exchange has already established itself as the premier financial services conference and a must-attend event, but the 2024 edition promises to be the best yet.
U.S. equity markets defied expectations in 2023, with the S&P up 24% for the year. But while the stock market’s performance was good in 2023, it was especially good for large-cap tech stocks.
The stock market may have started 2024 down, but that doesn’t mean investors have to. Indeed, while the broader market whimpers amid soft China data and still-lingering fear of a slowdown, some areas see major opportunities.
The past year saw the ETF industry barrel past the previous record for the number of launches in a calendar year, with 543 new ETFs hitting the market. The previous record was just under 480 in 2021, meaning 2023 beat that number by more than 60 funds.
Semiconductors are the foundation upon which artificial intelligence (AI) thrives, but knowing that is only part of the battle. For investors using ETF to access chip stocks, some homework could pay dividends regarding identifying the chip ETFs with the most AI relevancy.
Confidence in the bond markets is fueling a two-month rally in prices as the capital markets brace for rate cuts in 2024. Whether they happen at a furious pace or not is anyone’s guess, but the expectation of cuts are providing enough spark for the rally.
Banks that rely heavily on lending products for revenue have been hit by higher interest rates. But capital markets expect rate cuts in 2024. That could give bullish vibes for regional banks.
In 2023, investing in growth was highly rewarding. We all heard about the Magnificent Seven Stocks that kept climbing higher throughout the year.
For the greater part of the year, large-cap stocks have been in pole position for most of the 2023 rally. But investors who want to add a dose of growth while maintaining large-cap stability may want to give midcap equities a closer look.
Aggregate bond benchmarks rebounded this year following some of the worst showings on record in 2022. With heightened expectations that the Federal Reserve could cut interest rates in 2024, fixed income enthusiasm is perking up.
Generative artificial intelligence (AI) didn’t just capture the hearts and minds of scores of investors this year. It also popped on the radar screens of policymakers, both in the U.S. and abroad. From that, it can reasonably be inferred that artificial intelligence regulations could be front-and-center in 2024.
With 2024 just around the bend, fixed income exchange-traded funds (ETFs) are offering investors bright prospects for bond exposure in the new year and capital allocation is expected to increase.
2023 was a year of surprises. These are five key sector themes illustrated in charts that dominated the ETF world this past year.
A lot of different asset classes are currently being discussed as possible places to invest in 2024, but one that hasn’t garnered much attention is gold.
While 2022 was a brutal year for bonds, fixed income enjoyed many tailwinds this year, from high interest rates to lowered inflation to a less volatile economy. This made 2023 the year for fixed income. And in particular, it was a good year for Vanguard.
Broadly speaking, Chinese equities and the related exchange traded funds disappointed investors this year, but there’s a growing sense that 2024 could bring better things for this asset class.
The holiday season is often the busiest time of year for any profession, and for advisors it is no different. Business demands, family obligations, and heavy social calendars can make for an overwhelming time.
Markets had been living through an era of slow burn, low interest rate-boosted index funds for years until rapid rate hikes in 2022 and 2023.
Over the past month and the past 90 days, the Russell 2000 Index is higher by 12.07% and 8.49%, respectively. What’s notable about those periods is that they include increased chatter that the Federal Reserve could be positioning for multiple interest rate cuts in 2024.
In this article, we will explore how gold has performed throughout 2023 and share more information on what experts expect from gold in 2024.
It’s exciting times in the ETF industry. For example, we might be headed for a photo finish in the ETF leader board. As of December 15, two ETFs stood above the rest.
The first actively managed exchange traded funds came to market in 2008. But 2023 may be remembered as the year when the asset class matured, paving the way for broader long-term adoption.
High yield fixed income has always been considered a riskier investment relative to other bonds. But strong corporate fundamentals are making this asset class far less risky these days. And that makes so-called junk bonds currently a bit of a misnomer.
What was the biggest story in ETFs in 2023 for you? What has the potential to have a lasting impact on the industry? Or is there something you think was a flash in the pan?
The 60/40 portfolio composed of stocks and bonds, respectively, has somewhat fallen to the wayside in the past decade. But with optimism flooding the bond markets for 2024, it could make a comeback.
Earlier this year, many industry observers and investors were expecting an imminent slowdown with markets. But with rates coming back down and the risk outlook improving, the outlook on fixed income has improved.
This year proved a difficult one for bonds as the Federal Reserve aggressively hiked rates for much of the year. With the rate narrative changing moving into 2024, investors moved back into bonds in a big way beginning in October, including municipal bonds.
If the last year or two have taught investors anything, it’s that alts can play a big role in portfolios. As recently as 2022, bonds struggled amid significantly low interest rates, with their role as a contrast to stocks weakened.
While inflation isn’t yet at the 2% range that the Federal Reserve has been targeting, it’s getting there. At least, it’s getting close enough for it to ease up on the gas on raising interest rates. In fact, the Fed could pump the brakes next year.
With stocks racing to record highs, diminishing expectations of a recession, and hopes that the Federal Reserve could potentially reduce interest rates multiple times next year, risk appetite is being reborn.
China stocks have been a source of frustration for investors this year. But there are expectations that situation will improve in 2024. The key is selectivity. That means market participants shouldn’t wager on uniformly stellar returns by China equities next year.
It’s been the year of active equity ETFs, the year of covered call ETFs, and a year when growth and quality has mattered most in the equity market. All of this is now clear from the year-to-date net inflows and fund performance records.
With 2023 drawing to a close, the time has come once again to take a longer look at what next year might bring.
With the final business of 2023 being wrapped up, the financial services community is starting to look forward to 2024. The first big event of the new year will be the Exchange 2024 conference.
Throughout most of the fourth quarter of 2023, physical gold has performed the best it has all year. According to Kitco in the last thirty days, the precious metal has seen its price increase by nearly $43.
The VettaFi Market Outlook Symposium brought together industry thought leaders and experts to help investors position for 2024.
During our Market Outlook Symposium, our panelists will offer their analysis and answers to those questions and the others that will determine whether your clients will reach their financial goals.
The growing narrative of artificial intelligence should continue as 2023 turns into 2024. One of the ongoing names to watch is chipmaker Nvidia, which should propel ETFs with exposure to the stock.
Bitcoin has pulled back over the past several days. But even with that retrenchment, the largest cryptocurrency is on pace for one of its best annual showings on record.
With Exchange 2024 less than three months away, I’ve started mapping out “the weird session” at the event: my 100-minute block on the “Silent Disco”-style stage.
If the artificial intelligence (AI) theme remains hot heading into 2024, this could help push the Direxion Daily NVDA Bull 1.5X Shares (NVDU) even higher in the new year as the chipmaker expands its market share.
Domestic aggregate bond strategies are on pace for decent showings this year. And there is mounting speculation that the Federal Reserve will lower interest rates next year, perhaps multiple times.
It’s the time of year when you look back at all that’s been accomplished. VettaFi’s covered strong net inflows into fixed income ETFs, covered call funds, and many, many, many new product launches. But VettaFi also accomplished a lot as a firm.
Following a tumultuous 2022, this year has been better, though not entirely sanguine for fixed income investors. 2024 is right around the corner, and expectations of rate cuts by the Federal Reserve are rising. Now is the ideal time for advisors to evaluate opportunities in the bond market.
It’s been a very good year for U.S. high yield. In fact, BondBloxx Investment Management has noted that riskier fixed income assets have outperformed U.S. Treasuries.
Bitcoin prices are near $44,000 and excitement is pouring into the space again. That’s largely due to the focus on the potential launch of spot bitcoin ETFs in January.
The Market Outlook Symposium is coming on December 14. The latest symposium from VettaFi will offer investors a deep and incisive look at how to position for 2024 and beyond. In today’s unusual market environment, this is a critical topic.
Jeremy Grantham will be a keynote speaker at Exchange, joining an exceptional roster of luminaries, thought leaders, and industry titans.
The winter holiday season is here, and I wanted to join in the festivities. Recently, advisors have become more comfortable turning to active ETFs to help them and their clients navigate the uncertain market environment. Actively managed ETFs have gained traction in 2023.
The capital markets are already pricing in rate cuts ahead of 2024, causing yields to fall. One way to continue supplementing income amid a potential drop in yields is to diversify income using a pair of active exchange-traded funds.
