The Tide Turns: Why Active ETFs May Outperform in the New Market Era
After years of passive dominance, shifting market conditions, rising volatility, and the growth of active ETFs are setting the stage for active management to reclaim its edge.
Aaron Levitt
Aaron Levitt is an independent investment analyst and author living in State College, Pennsylvania. His work appears in several high profile publications in both print and on the web. As an advocate for long-term globally oriented investing, Aaron believes that exchange traded funds have leveled playing field for Main Street. Following global macro-economic trends, investors now have several avenues to create great long term portfolios. Aaron is a graduate of The Pennsylvania State University where he studied Economics and International Business. Aside for helping regular investors develop winning portfolios, his current projects include writing his first book about investing in North America’s changing energy landscape.
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The Tide Turns: Why Active ETFs May Outperform in the New Market Era
After years of passive dominance, shifting market conditions, rising volatility, and the growth of active ETFs are setting the stage for active management to reclaim its edge.
Junk No More: The Rise of a Stronger, Smarter Global High Yield Market
Global high yield bonds have evolved into a stronger, more diverse, and less risky asset class—offering investors attractive income, diversification, and improved risk-adjusted returns.
Junk No More: The Rise of a Stronger, Smarter Global High Yield Market
Global high yield bonds have evolved into a stronger, more diverse, and less risky asset class—offering investors attractive income, diversification, and improved risk-adjusted returns.
Why Going Active Could Restore the Small-Cap Premium
After years of lagging performance, small-cap stocks are primed for a rebound—and active managers using ETFs are best positioned to capture their deep value and long-term growth potential.
Why Going Active Could Restore the Small-Cap Premium
After years of lagging performance, small-cap stocks are primed for a rebound—and active managers using ETFs are best positioned to capture their deep value and long-term growth potential.
Active ETFs Could Be the Lifeline ESG Investing Need
After years of political pushback and index flaws, ESG investing may find new life through active ETFs, which offer flexibility, stronger returns, and a clearer path to aligning values with performance.
Active ETFs Could Be the Lifeline ESG Investing Need
After years of political pushback and index flaws, ESG investing may find new life through active ETFs, which offer flexibility, stronger returns, and a clearer path to aligning values with performance.
Uncertainty Is the New Norm—But CLOs May Offer Stability and Growth
Collateralized loan obligations (CLOs), with their unique waterfall structure and resilience to volatility, are emerging as a compelling way for investors to capture high yields and stability in today’s uncertain bond market.
Uncertainty Is the New Norm—But CLOs May Offer Stability and Growth
Collateralized loan obligations (CLOs), with their unique waterfall structure and resilience to volatility, are emerging as a compelling way for investors to capture high yields and stability in today’s uncertain bond market.
Why Taxable Municipal Bonds Outshine Investment-Grade Corporates
Taxable municipal bonds are offering investors a rare opportunity to earn yields comparable to investment-grade corporates while taking on lower credit risk and potentially improving portfolio stability.
Why Taxable Municipal Bonds Outshine Investment-Grade Corporates
Taxable municipal bonds are offering investors a rare opportunity to earn yields comparable to investment-grade corporates while taking on lower credit risk and potentially improving portfolio stability.
Vanguard Goes Old-School: Human Analysts Lead Its Latest ETF Suite
Vanguard is breaking from its passive roots by launching its first actively managed stock ETFs that rely on traditional human stock picking instead of systematic strategies.
Vanguard Goes Old-School: Human Analysts Lead Its Latest ETF Suite
Vanguard is breaking from its passive roots by launching its first actively managed stock ETFs that rely on traditional human stock picking instead of systematic strategies.
PIMCO’s Playbook for Stability in a Volatile Bond Market
With Treasuries increasingly volatile, investors can still find stability by shifting toward agency mortgage-backed securities, which offer strong credit quality and higher yields.
PIMCO’s Playbook for Stability in a Volatile Bond Market
With Treasuries increasingly volatile, investors can still find stability by shifting toward agency mortgage-backed securities, which offer strong credit quality and higher yields.
Junk Bonds: The Stock Market Alternative Investors Shouldn’t Ignore
High-yield bonds have historically delivered stock-like returns with lower volatility and drawdowns, making them a compelling alternative or complement to equities in today’s uncertain market.
Junk Bonds: The Stock Market Alternative Investors Shouldn’t Ignore
High-yield bonds have historically delivered stock-like returns with lower volatility and drawdowns, making them a compelling alternative or complement to equities in today’s uncertain market.
Short-Term Fix, Long-Term Risk: The Treasury’s T-Bill Dilemma
U.S. Treasury’s growing reliance on T-bills to fund rising deficits may ease costs today but risks driving long-term yields higher, leaving investors in long-dated treasuries exposed.
Short-Term Fix, Long-Term Risk: The Treasury’s T-Bill Dilemma
U.S. Treasury’s growing reliance on T-bills to fund rising deficits may ease costs today but risks driving long-term yields higher, leaving investors in long-dated treasuries exposed.
JPMorgan’s JPHY Breaks Records with CalPERS’ $2 Billion Bet
CalPERS seeded J.P. Morgan’s new Active High Yield ETF (JPHY) with $2 billion, marking the largest-ever active ETF launch and underscoring the growing role of active management in fixed income investing.
JPMorgan’s JPHY Breaks Records with CalPERS’ $2 Billion Bet
CalPERS seeded J.P. Morgan’s new Active High Yield ETF (JPHY) with $2 billion, marking the largest-ever active ETF launch and underscoring the growing role of active management in fixed income investing.
Munis, Duration, and Yield: Making Callability Work in Your Favor
Callable municipal bonds, while often seen as a risk, can provide higher yields and create opportunities for active managers to add value in today’s market.
Munis, Duration, and Yield: Making Callability Work in Your Favor
Callable municipal bonds, while often seen as a risk, can provide higher yields and create opportunities for active managers to add value in today’s market.
Pipelines, Partnerships, and Payouts: CEFs Unlock Infrastructure Income
Closed-end funds offer a unique way to access energy infrastructure and MLPs, combining high yields, tax advantages, and the ability to hold illiquid assets that traditional funds can’t.
Pipelines, Partnerships, and Payouts: CEFs Unlock Infrastructure Income
Closed-end funds offer a unique way to access energy infrastructure and MLPs, combining high yields, tax advantages, and the ability to hold illiquid assets that traditional funds can’t.
Active ETFs: Goldman’s Answer to a Shifting Bond Benchmark
Goldman Sachs argues that the Bloomberg U.S. Aggregate Bond Index has become overly skewed toward Treasuries, making it less effective for investors, and that active ETFs offer a better path to yield, diversification, and risk management.
Active ETFs: Goldman’s Answer to a Shifting Bond Benchmark
Goldman Sachs argues that the Bloomberg U.S. Aggregate Bond Index has become overly skewed toward Treasuries, making it less effective for investors, and that active ETFs offer a better path to yield, diversification, and risk management.
Conquer Unpredictable Markets with Buffer ETFs
Buffer ETFs use options to cap downside risk and smooth returns, offering investors a powerful new way to manage volatility and protect portfolios in uncertain markets.
Conquer Unpredictable Markets with Buffer ETFs
Buffer ETFs use options to cap downside risk and smooth returns, offering investors a powerful new way to manage volatility and protect portfolios in uncertain markets.
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