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We’re excited to welcome @DaveNadig back to ETF.com as our new President & Director of Research.
Dave has been at the center of ETF innovation and community building for more than 30 years. His leadership, credibility, and vision will help drive our mission to create the most trusted platform for ETF events, content, community, and education both online and at live events.
Full announcement: businesswire.com/news/home/2…
Is your portfolio driving a four-cylinder when it could be running a V8? At the ETF Oasis at Future Proof, Aptus Capital Advisors' JD Gardner, CFA, CMT made the case to Lara Crigger for why bonds aren't the portfolio brakes they used to be and how options may be.
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It turns out that options offer known, sometimes negative correlations while bonds have proven to be more correlated to equities in the last 5 years than many advisors and investors are comfortable with. 👇
Additionally, shifting from a 60/40 to a 75/25 without adding drawdown could meaningfully boost long-term compounding.
Whether you agree or not, it's a conversation every advisor rethinking the 60/40 should hear. etf.com/sections/conferences…
What happens when 20 years of tech progress crunches down to just 5? According to Alger's Dr. Ankur Crawford, that's exactly where we're at with AI.
She sat down with Dave Nadig at the ETF Oasis at Future Proof to talk the AI trade... 👇
...including how today's data center boom isn't the same as the 2000 fiber buildout and why 10-year time horizons may be a think of the past.
Her advice to advisors overwhelmed by AI pitches? Dial down the stress and instead start playing with the tools. 👇
Tune into the full conversation at etf.com/sections/conferences…
#ETFOasis #FutureProof #AI #AIinvesting #Advisors
At the ETF Oasis at Future Proof, Davis Advisors' Dodd Kittsley sat down with Lara Crigger to talk about why advisors are rethinking what an ETF can deliver. From how the ETF structure helps the efficiency of active strategies to why the assets your portfolio doesn't hold... 👇
...will matter just as much as what you do in today's concentrated market environment, this is a conversation on active management you don't want to miss.
Tune into the full discussion here: etf.com/sections/conferences…
After 15 years of bringing ETFs to market, Stevens offers valuable insight into what it means to launch one this year. Don't miss the red flags to watch out for with new launches, how ETF vs. SMA isn’t either/or, and how complexity is growing, not shrinking in the ETF industry.👇
🌴 What’s the most surprising strategy you’ve seen in an ETF lately? Let us know in the comments .🌴
Follow along with the full conversation at etf.com/sections/conferences…
The currency trade is the biggest, most liquid market in the world. However, most portfolios only own it by accident. For those investors who do take on exposure, the complexities and volatility can make it a higher stress asset class even on the quiet days. 👇
On the latest Behind the Ticker with host Brad Roth, Christopher T Getter, CFA of Simplify Asset Management breaks down FOXY, a dollar-neutral currency strategy built to capture yield gaps between currencies without betting on where the dollar goes next.
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FOXY is tariff-tested, having gone defensive through the initial shock before rallying back quickly. It also has low correlations of about 0.4 to a 60/40 portfolio, and under 0.2 to most other alternatives.
Tune into the full conversation here:
etf.com/sections/podcasts/be…
At the ETF Oasis at Future Proof last month, Sumit Roy talked with Sam Ro, CFA and Adam N. Phillips, CFA, CAIA, CFP® about what's really going on with markets. Their conversation included why high yields may actually be a return to normal, not a crisis... 🌴 /
...the real risk behind AI CapEx; earnings expectations; where gold fits in portfolios right now and more.
Tune into the full conversation: etf.com/sections/conferences…
#ETFOasis #Macro #InterestRates #Inflation #Gold
Autocallables have gone from one ETF product to a ballooning category fast. As pioneers of the space, Calamos Investments' Jordan Rosenfeld sat down with our own Sumit Roy at the ETF Oasis at Future Proof to share some insights into the category.
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Did you know there are three types of autocallables, with their own correlated and idiosyncratic risk? Tune into this discussion to find out what they are, how advisors are using these in their portfolios, and more.
Follow along here: etf.com/sections/conferences…
In the late 1970s, companies producing energy, materials, and food made up ~35% of the S&P 500. Today that number is down to 5%.
Demand hasn't gone anywhere, with metals like copper and rare earth materials in high demand in an age of electrification and AI buildout. 👇
It's the supply side bottlenecks that are coming into sharp focus, with no real near-term solution.
Doug Daly of CoreCommodity Management makes the case on this week's Behind the Ticker with host Brad Roth that ongoing tech enthusiasm has left most portfolios underexposed... 👇
...to commodities without even realizing it. There's real opportunity to be found, given the growing supply and demand imbalance, but diversification is key.
Don't miss their full conversation covers upstream companies, an international lens, and more.
etf.com/sections/podcasts/be…