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.
Fidelity’s new CLO-focused active ETFs give investors access to a once-institutional credit market, offering higher yields and floating-rate income through the liquidity and transparency of the ETF structure.
Fidelity’s new CLO-focused active ETFs give investors access to a once-institutional credit market, offering higher yields and floating-rate income through the liquidity and transparency of the ETF structure.
CEFs help income investors diversify cash flow by combining multiple income-producing assets—such as bonds, municipal debt, REITs, and preferred stocks—while enhancing yields through active management and leverage.
CEFs help income investors diversify cash flow by combining multiple income-producing assets—such as bonds, municipal debt, REITs, and preferred stocks—while enhancing yields through active management and leverage.
Strong starting yields and resilient corporate fundamentals mean investment-grade bonds can still deliver attractive income and solid total returns for investors in today’s market.
Strong starting yields and resilient corporate fundamentals mean investment-grade bonds can still deliver attractive income and solid total returns for investors in today’s market.
In an investment environment defined by volatility and uncertainty, alternatives delivered through active ETFs may offer investors a valuable new tool for diversification, risk management, and long-term portfolio resilience.
In an investment environment defined by volatility and uncertainty, alternatives delivered through active ETFs may offer investors a valuable new tool for diversification, risk management, and long-term portfolio resilience.
Preferred stocks offer income investors an attractive middle ground between bonds and equities, providing higher yields with generally lower volatility than common stocks in today’s uncertain market environment.
Preferred stocks offer income investors an attractive middle ground between bonds and equities, providing higher yields with generally lower volatility than common stocks in today’s uncertain market environment.
Combining passive and active ETFs in a high-yield bond portfolio allows investors to capture broad market income at low cost while using active management to manage credit risk and pursue additional returns.
Combining passive and active ETFs in a high-yield bond portfolio allows investors to capture broad market income at low cost while using active management to manage credit risk and pursue additional returns.
Record inflows in January highlight how active ETFs are rapidly becoming a preferred investment vehicle, combining professional management with the structural advantages of the ETF wrapper.
Record inflows in January highlight how active ETFs are rapidly becoming a preferred investment vehicle, combining professional management with the structural advantages of the ETF wrapper.
In today’s volatile environment of geopolitical tensions, mixed economic signals, and shifting interest rates, active ETFs offer investors a flexible and efficient way to navigate risk.
In today’s volatile environment of geopolitical tensions, mixed economic signals, and shifting interest rates, active ETFs offer investors a flexible and efficient way to navigate risk.
In today’s diverging global rate environment, hedging currency risk allows investors to capture attractive international bond yields while reducing volatility and preserving the stabilizing role of fixed income.
In today’s diverging global rate environment, hedging currency risk allows investors to capture attractive international bond yields while reducing volatility and preserving the stabilizing role of fixed income.
In a market environment where traditional asset classes face uncertainty, closed-end funds focused on real estate may offer a compelling way to capture both income and diversification across public and private property markets
In a market environment where traditional asset classes face uncertainty, closed-end funds focused on real estate may offer a compelling way to capture both income and diversification across public and private property markets
Active ETFs offer meaningful structural tax advantages over traditional mutual funds. Still, investors must remain vigilant about turnover, strategy design, and potential surprises in capital gains.
Active ETFs offer meaningful structural tax advantages over traditional mutual funds. Still, investors must remain vigilant about turnover, strategy design, and potential surprises in capital gains.
Despite their recent rebound and attractive yields, bonds face mounting risks from inflation, fiscal pressures, and credit stress, making them a less compelling core investment than many investors assume heading into the new year.
Despite their recent rebound and attractive yields, bonds face mounting risks from inflation, fiscal pressures, and credit stress, making them a less compelling core investment than many investors assume heading into the new year.
Active ETFs combine professional portfolio management with structural tax advantages, helping investors pursue long-term returns while minimizing the drag of unnecessary taxable events.
Active ETFs combine professional portfolio management with structural tax advantages, helping investors pursue long-term returns while minimizing the drag of unnecessary taxable events.
With higher starting yields, improving economic momentum, and a stabilizing rate environment, European fixed income offers investors an attractive combination of income, diversification, and total return potential in the year ahead.
With higher starting yields, improving economic momentum, and a stabilizing rate environment, European fixed income offers investors an attractive combination of income, diversification, and total return potential in the year ahead.
As dispersion rises and structural shifts continue, active fixed income may not just enhance returns—it may become essential for fully participating in the bond market’s next chapter.
As dispersion rises and structural shifts continue, active fixed income may not just enhance returns—it may become essential for fully participating in the bond market’s next chapter.
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