To learn more about Main Management and how some of our strategies could help you with your investment needs, please contact Darol Ryan, our Head of Sales and National Accounts, at ryan@mainmgt.com. Also check out Main Management CEO Kim Arthur on Twitter and Main Management on LinkedIn. The post Main Management Market Note: July 26, 2024 appeared first on ETF Trends ..read more

Advisors and investors continue moving out on the yield curve as economic and inflation data lends credence to a potential interest rate cut this September. The NEOS Enhanced Income Aggregate Bond ETF (BNDI) seeks tax-efficient, high monthly income within bonds and consistently outperforms the broad market and peers. Headline PCE in June rose 2.5% on an [...] The post Boost Your Bond Portfolio’s Tax Efficiency With BNDI appeared first on ETF Trends ..read more

A robust second-quarter GDP reading sent 10-year Treasury yields falling as investors look to the long term. For those investors looking to add duration, the Eaton Vance Total Return Bond ETF (EVTR) offers notable performance this year. U.S. GDP rose 2.8% annually in the second quarter, a significant increase from 1.4% in Q1. It also [...] The post This Total Return Bond ETF Beats the Benchmark YTD appeared first on ETF Trends ..read more

With so much uncertainty on all fronts, now may be a good time to consider adding the Calamos Alternative Nasdaq & Bond ETF (CANQ) to a portfolio. Utilizing an alternative strategy to ETF investing, the fund keeps investors in the game with equity exposure to Nasdaq-100® companies while seeking to limit downside and delivering income [...] The post CANQ’s Hybrid Investment Strategy Shows Results appeared first on ETF Trends ..read more

The equities market could see small-caps outrunning their large-cap peers. More investors are shifting to small-cap stocks, which could be in the early stages of a rally. CNBC noted that traders are repositioning their plays from big tech names and into small-cap stocks. The S&P 500’s gains have been largely driven by the prospect of [...] The post Shift From Large to Small-Caps Could Be in Early Stages appeared first on ETF Trends ..read more

Yield may be the prime motivator for adding exposure to bonds. But fixed income investors should also look to mitigate default and rate risk. Vanguard has a pair of short-term bond funds that do just that while adding yield in the current market environment. The Vanguard Short-Term Treasury ETF (VGSH) was featured in a recent “7 Best [...] The post Mitigate Default and Rate Risk With These 2 ETFs appeared first on ETF Trends ..read more

Sometimes, it pays—literally—to look beyond what’s “obvious” to everyone else. Case in point: An inverted yield curve (when yields on short-term fixed-income securities are higher than yields on longer-term bonds) is often considered to be one of the clearest, most compelling signs that an economic recession is imminent. But you wouldn’t know that from recent [...] The post The Case Against Pessimism appeared first on ETF Trends ..read more

Many investors are very familiar now with the rise of active ETFs. Active strategies have made a big leap forward over the last few years, taking in significant flows relative to their smaller AUM as a segment of ETFs as a category. While that has largely focused on equities, that doesn’t tell the full story. [...] The post This Active Bond ETF Has Stood Out Just Months After Launching appeared first on ETF Trends ..read more

Capital Group first launched ETFs less than two and a half years ago, but is not slowing down. The firm’s asset base is just under $35 billion, aided by nearly $10 billion thus far in 2024. In June, the active management firm added seven new actively managed products. Capital Group executives were in New York [...] The post Newer Active ETFs From Capital Group Offer More Conservative Approach appeared first on ETF Trends ..read more

For investors at or near retirement, making the most of income matters. Increasing the tax efficiency of a retiree’s income portfolio with the NEOS ETF suite may offer several benefits. NEOS offers a range of ETFs for core portfolio exposures. With a focus on tax-efficient, high monthly income, these funds are worth consideration in a [...] The post How to Augment Your Retirement Income for Tax Efficiency appeared first on ETF Trends ..read more