ETF Edge

As we kick off another month of trading, we look at three of the biggest ETF themes and whether they can continue amid general market uncertainty and summer doldrums. 

Bonds are generally known for their stability. But, like the equity markets, bonds are experiencing outsized volatility of late. However, new tools allow investors to engage bond opportunities like never before. Our experts help you rethink your allocations.

On one hand: continue market uncertainty. On the other hand: heightened individual engagement and optimism. Put them together and you have a hungry audience the ETF industry is all-too-happy to cater too. But now, more than ever, the individual really needs to know what they are ordering… and what's in the dish.    

The 90-day tariff pause between the U.S. & China has thrown a wrench into two big ETF themes of this year: international investing and gold/bitcoin hedging. What should investors do now? We look at the near and long-term scenarios.   

Ric Edelman, founder of the Digital Asset Council of Financial Professionals and former head of Edelman Financial Engines weighs in on how to responsibly incorporate crypto investing into any diversified portfolio, explains why 60/40 is dead… because you're not going to be… and discusses the importance of instilling financial education in the next generation. 

Actively managed ETFs have captured one third of flows this year. But the active fund space is quickly changing along with market volatility. We sort it all out for you.   

Amid the volatility, actively managed ETF assets have reached $1 trillion, or about 10% of the industry total. Is now finally the time “active” will prove its worth over “passive”? We'll dive into the new strategies managers are employing on a daily basis.   

There's an old saying: ‘you can't change the wind, but you can adjust your sails.' If you're having trouble navigating volatile market seas, consider letting an ETF for it for you. This is how. 

Amid the volatility, are you looking for something with stable income and the long-term investment stability of government bonds? As is often said: “There's an ETF for that”. We'll explain why one “boring” suite of funds might be something to get excited about now.  

Amid the market volatility, demand for actively-managed ETF strategies has been unrelenting. This industry is more than happy to serve. But, here's what investors need to know about them. 

What are the hottest areas for growth in the ETF industry? We find out, live from the single largest gathering of ETF industry professions, asset managers and RIAs: Exchange conference in Las Vegas.   

With volatility up and yields down, what should you be doing with the fixed income portion of your portfolio now? We dive into that.

For those looking to add down-side protection to their portfolios, a slew of new products can make it easier than ever.  

Leverage, inverse and single-stock funds have exploded in popularity. But, could a turn in the market leave some investors imploding? What to know before you buy into this trend.  

In general, international markets are surging ahead of U.S indices. However, finding quality opportunities overseas can be tricky. Find out how one fund is setting itself apart by reassessing investing “freedoms”.   

A founder of the index investing movement and author of “Winning the Losers Game”, Charles Ellis offers his new take on the markets. Fifty years on, find out what's changed radically… and what likely never will.   

From tariff turmoil to concentration risk, the margin for error in portfolios is getting ever smaller… and it seems most investors are perhaps not as prepared as they should be. We'll look at ways to fix that. 

China's DeepSeek AI throws U.S. tech stocks into a tailspin just as the NASDAQ 100 – home to many of those names – celebrates its 40th anniversary. What will the next 40 years look like for that index and what could the next big tech leader be? We'll find out.             

The first structured-protection Bitcoin ETF is here. How do you get up to 100% protection to the downside and, importantly, what do you give up for it? We'll explain.          

It's hard to believe Spot Bitcoin ETFs are only now turning 1 year old. Will 2025 witness more maturity… or a case of the “terrible twos”?          

Since single-stock ETFs debuted in 2022, the category has exploded. Global interest in U.S. tech stocks is poised to push growth even further in 2025.          

Emerging market performance has been lack-luster in 2024 with one big exception: India. Find out what's driving explosive growth there. 

Bitcoin funds pass a key milestone in terms of assets. Plus, the equity concentration and credit conundrums investors will face in 2025.         

As investors look to broaden market exposure, could thematic ETFs come back into the spotlight? Here are some new ways to play.       

The ETF industry is about to wrap up another recording setting year. But 2025 will be a whole new ballgame.      

It's been 20 years since the first gold ETF, the GLD, revolutionized commodity investing. It return on investment since then has been nothing short of “brilliant” but what could the next 20 years hold?     

The ETF industry saw massive inflows immediately after Trump won the Presidency. But will the first winners be the longest-term winners? Or, are there still unrecognized opportunities… and risks?       

More than 500 new ETFS have come to market this year with yet more in the works. Among them: repackaging of good old-fashioned “pair trades”.  Which will be the big winners by year's end?       

The investing consensus pendulum is swinging from super concentration back to diversification. Now, new funds are looking to hold on to Mag 7 dominance but spread the love – and risk – out a bit more.        

Worried about portfolio overconcentration in tech? What about the other 493 stocks in the S&P 500? Now, there's a new ETF for that, too.           

As a group, small caps are supposed to outperform over the long run. But it's a been a very long time since that's happened. New active funds are looking to weed out the winners.          

Two new approaches – one hyper-local and the other hyper-specific – attempt to navigated the pitfalls of generic investment in China.          

As active management and income-seeking come together more tightly, “preferred” stocks and energy MLPs are sitting at the nexus.          

What could new experiments in asset “tokenization” portend for an ETF industry that's riding high? Plus, assessing post-fed market strengths here… and abroad.    

We're two days away from one of the most consequential Fed meetings in recent years. Will the market get a half-point cut or only 25 basis points? We'll look at the latest odds and what it means for investors. Plus, Brown Harris Stevens CEO Bess Freedman joins us ahead of the decision with what it will mean for the housing market. And the Dean of Valuation, NYU Professor Aswath Damodaran, is here with his take on Apple and the three companies facing life cycle challenges.

“Thematic” tech funds were big winners on the back of MAG 7 and Nvidia. But with recent market volatility, are they still the vehicle to stay in for the rest of the year? 

There are lots of indications that volatility may be here to stay this September. But that's great for ETFs which have proven to thrive during times of market upheaval.  

Volatility in the tech sector is rippling across the rest of the markets. On the other hand, the fed is also poised to cut rates again. ETFs have taken in record amounts of new money year-to-date but will they be able to log another full-year record? 

More investors are looking at small caps but 40% of the Russell 1000 are unprofitable. One fund seeks the best of the rest. Plus, with interest rates lower, interest in dividends is higher.

We put last week's volatility spike into historical perspective. Plus, we discuss the option of employing so-call “buffered” funds that provide downside protection… but at a price.   

Amid the market selloff, fluctuating yields have investors taking a second look at their bond holdings.