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.
Despite being overshadowed by U.S. growth stocks for years, international value stocks offer an attractive combination of low valuations, growing earnings, strong dividends, and diversification benefits.
Despite being overshadowed by U.S. growth stocks for years, international value stocks offer an attractive combination of low valuations, growing earnings, strong dividends, and diversification benefits.
As developed market bond investors face tighter spreads, rising volatility, and diminishing compensation for risk, emerging market debt offers an increasingly compelling option.
As developed market bond investors face tighter spreads, rising volatility, and diminishing compensation for risk, emerging market debt offers an increasingly compelling option.
Fidelity’s latest active ETF launch highlights both the rapid rise of active ETFs as core portfolio tools and the growing opportunity for active management to uncover value in the less efficient small- and mid-cap stock universe
Fidelity’s latest active ETF launch highlights both the rapid rise of active ETFs as core portfolio tools and the growing opportunity for active management to uncover value in the less efficient small- and mid-cap stock universe
Taxable municipal bonds can offer investors an attractive blend of high-quality income, diversification, and relative resilience in volatile markets, making them a compelling alternative to traditional corporate and government bonds.
Taxable municipal bonds can offer investors an attractive blend of high-quality income, diversification, and relative resilience in volatile markets, making them a compelling alternative to traditional corporate and government bonds.
For investors looking to maximize the opportunity in municipal bonds, active management may not just offer an edge- it may be the smarter path altogether.
For investors looking to maximize the opportunity in municipal bonds, active management may not just offer an edge- it may be the smarter path altogether.
As traditional bond spreads tighten and investors receive less compensation for added credit risk, securitized credit offers a compelling alternative through higher yields, diversification, and differentiated sources of income.
As traditional bond spreads tighten and investors receive less compensation for added credit risk, securitized credit offers a compelling alternative through higher yields, diversification, and differentiated sources of income.
The rise of dual-share-class mutual funds and ETFs could reshape investing by giving investors and advisors greater flexibility, improved tax efficiency, and easier access to the same strategies across multiple account types.
The rise of dual-share-class mutual funds and ETFs could reshape investing by giving investors and advisors greater flexibility, improved tax efficiency, and easier access to the same strategies across multiple account types.
Active management can help investors navigate today’s concentrated technology market by looking beyond crowded mega-cap AI stocks to uncover broader growth opportunities across the tech sector.
Active management can help investors navigate today’s concentrated technology market by looking beyond crowded mega-cap AI stocks to uncover broader growth opportunities across the tech sector.
A global fixed income allocation can enhance returns and reduce risk by capturing opportunities across diverse markets rather than relying solely on the U.S. bond market.
A global fixed income allocation can enhance returns and reduce risk by capturing opportunities across diverse markets rather than relying solely on the U.S. bond market.
Active ETFs enhance the likelihood of active manager success by lowering fees, improving tax efficiency, and providing a more flexible and efficient investment structure.
Active ETFs enhance the likelihood of active manager success by lowering fees, improving tax efficiency, and providing a more flexible and efficient investment structure.
With credit spreads near historic lows, investors face limited upside and heightened downside risk, making active management essential for navigating today’s bond market.
With credit spreads near historic lows, investors face limited upside and heightened downside risk, making active management essential for navigating today’s bond market.
Low-volume ETFs are often more liquid than they appear because their true liquidity comes from underlying assets, market makers, and the creation/redemption process—not just trading volume.
Low-volume ETFs are often more liquid than they appear because their true liquidity comes from underlying assets, market makers, and the creation/redemption process—not just trading volume.
Higher interest rates and moderating inflation have created a more attractive environment for bonds, offering investors higher income and improved total return potential.
Higher interest rates and moderating inflation have created a more attractive environment for bonds, offering investors higher income and improved total return potential.
Active ETFs are gaining traction as investors seek flexible, efficient, and outcome-driven strategies that go beyond traditional passive market exposure.
Active ETFs are gaining traction as investors seek flexible, efficient, and outcome-driven strategies that go beyond traditional passive market exposure.
As AI-driven credit risks rise in private markets, high-yield bonds offer a more transparent, diversified, and resilient source of income for investors.
As AI-driven credit risks rise in private markets, high-yield bonds offer a more transparent, diversified, and resilient source of income for investors.
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Nvidia’s 30% slide is a reminder of single-stock risk. See how advisors use...
Aaron Levitt
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With bond yields near multi-decade highs, active fixed-income ETFs could offer investors an...
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Jason Kirsch
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Hot October inflation makes a December Fed hike near-certain. A ready-to-use prompt helps...
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