Podcasts about etf research

Equity flows to exchange-traded funds diverged earlier this year, with outflows from US ETFs but inflows to European, emerging market and China ETFs. These and other topics feature in our quarterly ETF podcast with Daniel Morris, Chief Market Strategist, and Daniel Dornel, Head of ETF Research. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Tracey Ryniec and Neena Mishra, Zacks Director of ETF Research, discuss the hot gold rally, gold stocks and gold ETFs. (0:30) - What Is The Best Way For Investors To Gain Exposure? (3:00) - Breaking Down Gold's Recent Performance (10:50) - Top Investing Picks For Your Portfolio (25:10) - Episode Roundup: IAUM, GLD, GLDM, GDX, BTG, NEM, PAAS

Investors have been pouring into Canadian ETFs at an unprecedented rate in 2024. While cash and US equity ETFs have dominated flows this year, recent trends suggest a shift is underway. Weaker economic data and volatility in Japan have investors worried, while international markets present compelling opportunities.   In the latest Global Thinking episode, Rob sits down with Daniel Straus, Director of ETF Research at National Bank, to discuss recent ETF trends and investment flows. Together, they explore why investors should focus on global opportunities and how to navigate the period ahead.   Show Notes: 00:00 - Exploring ETF Flows and Market Trends 05:08 - The Growth of the ETF Market 08:25 - Fixed Income Flows and the Demand for Cash 12:41 - The Appeal of International and Emerging Market ETFs 15:47 - The Unwinding of the Carry Trade in Japan 19:59 - Interest Rate Policy and Rate Movements 22:55 - Canadian Equity ETF Inflows and Home Bias 23:25 - Investing in Canada's Energy Markets 25:16 - Canadian Banks: A Demand Spot 28:06 - The Growth of Active ETFs in Canada 30:25 - Covered Call ETFs: Present Income vs. Future Upside 37:46 - Exploring Consciousness and Free Will    

Daniel Straus, head of ETF Research and Strategy at National Bank Financial, joins BNN Bloomberg for Market Call.

In this episode of 'Insight is Capital', host Pierre Daillie sits down with Daniel Straus, Director and Head of National Bank Financials' ETF Research and Strategy Group, to discuss trends in the ETF market both in Canada and the U.S. They explore recent market conditions, the dynamics between U.S. and international equities, the role of AI and technology stocks, and the state of the bond market. Daniel also delves into investor behavior, the emergence of alternative investment strategies, and the implications of recent regulatory changes on ETFs. This comprehensive discussion provides extraordinary and valuable insights into the opportunities and challenges that shape today's ETF landscape.Timestamped Highlights00:00 Introduction and Guest Welcome01:31 Market Overview and Recent Trends04:32 Economic Indicators and Household Spending07:15 Investor Sentiment and ETF Flows11:50 Bond Market Dynamics and Strategies18:11 Trends in the ETF Market24:22 Investor Behavior and Tactical Decisions33:51 Exploring ETF Strategies for Recovery34:18 Tax Implications and Strategies34:35 Diversification in ETFs36:02 Market Cap Weighting and Passive Investing38:03 Tax Alpha and Risk Management39:50 Investor Behavior and Cognitive Biases41:26 Trends in International Markets42:46 The Rise of Thematic ETFs43:54 Crypto ETFs and Market Dynamics49:07 Alternative Assets and Leveraged ETFs58:54 Commodities and Inflation Protection01:02:13 Conclusion and Future InsightsCopyright © AdvisorAnalyst.com

What are the current trends with ETFs? What's happening in the fixed-income market? How can investors tackle current challenges? Matthew Bartolini, CFA, CAIA—the head of ETF Research at State Street Global Advisors—joins me to dissect the ETF market and how investors can handle volatility.  Matthew believes the ETF market will only continue to grow and create opportunities for long-term wealth. He shares how to navigate the factors that impact the market—including Federal Reserve policy, elections, and general trends—in this episode of Retire with Ryan.  You will want to hear this episode if you are interested in... [1:30] Learn more about Matthew and State Street [2:27] The research on investing and election years [4:54] The current trends in Exchange-Traded Funds (ETFs) [9:20] What's happening in the bond market [11:21] Balancing risks while prioritizing diversification [13:52] Understanding volatility and yield curves  [15:37] Why not put all of your money into corporate bonds? [17:19] The uncertainty we're facing with the Fed [20:42] Build a strong foundation for your future Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Connect with Matthew Bartolini on LinkedIn ETF Costs and More with Matthew Bartolini Advanced ETF Concepts with Matthew Bartolini Elections and Equities: The Impact of the US Election on Sector Investing Get more information on trends at SSGA.com Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact Subscribe to Retire With Ryan

Tom Bailey, Head of ETF Research at HANetf, discussed the Sprott Junior Uranium Miners UCITS ETF during the Proactive One2One Investor Forum. HANetf, a white label ETF issuer, partners with third parties like Sprott Asset Management to create, manage, and distribute ETFs in Europe. Bailey emphasised the growing global electricity demand, particularly in Asia, and the correlation between rising GDP per capita and increased energy use. He highlighted the importance of nuclear power in meeting this demand, considering energy security and climate change challenges. Nuclear power's reliability, low operational fuel costs, and minimal carbon emissions make it an appealing source of clean, secure energy. With 22 countries aiming to triple nuclear capacity by 2050, the demand for uranium is expected to rise, creating a supply deficit. Bailey noted the current and future construction of nuclear reactors worldwide, especially in China, which is likely to surpass the U.S. in nuclear capacity by 2030. He argued that this deficit in the uranium market signals a new uranium bull market, with prices having risen significantly in the recent past. The presentation concluded with an overview of HANetf's uranium-focused ETFs, particularly the junior version targeting small-cap miners, offering investors exposure to the potential uranium supercycle. #ProactiveInvestors #UraniumInvesting #ETFs #NuclearEnergy #ElectricityDemand #EnergySecurity #ClimateChange #UraniumMarket #SprottJuniorUranium #HANetf #RenewableEnergy #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

Daniel Straus, head of ETF Research and Strategy at National Bank Financial, joins BNN Bloomberg for Market Call.

Daniel Straus, head of ETF Research and Strategy at National Bank Financial, joins BNN Bloomberg for Market Call.

VettaFi's Todd Rosenbluth highlights the three biggest ETF research trends on their platform.  Tuttle Capital's Matt Tuttle goes in-depth on the Long Cramer Tracker ETF (LJIM) and the Inverse Cramer Tracker ETF (SJIM).  Bitwise's Matt Hougan explains the recently launched Bitwise Bitcoin Strategy Optimum Roll ETF (BITC) and offers perspective on bitcoin in a portfolio.

Daniel Straus, head of ETF Research and Strategy at National Bank Financial, joins BNN Bloomberg for Market Call.

Daniel Straus, M.Fin, Ph.D., Director and Head of ETF Research and Strategy, at National Bank Financial joins us for a full bodied conversation about the North American ETF ecosystem and macro landscape.HighlightsDaniel's background in engineering, technology & financeHow the ETF landscape has changed in 12 yearsObservation that ETFs have become a game changer, the dominant solution - but already people are talking about what the 'next thing' will be. Direct indexing, DeFi, etc.Canadian ETFs are $350-billion, about 1/20th of the $7-trillion U.S. ETF market. Canadian adoption is accelerating as we catch up with the U.S. adoption, but Canadian tax efficiency is not as favourable as in U.S. and that may be part of the reason adoption trailed.How ETFs are being used by advisors, how factors are sometimes substituted for sector bets in diversification, how ETFs have democratized access to liquid altsMutual fund companies are entered the ETF business and strongly behind actively managed ETFs (e.g. Dynamic, Desjardins, Manulife, Mackenzie). Insurance companies have entered the ETF business.How many ETFs are there in Canada nowThematic ETFsLiquid Alts ETFs - what were once complex strategies reserved for institutions and UHNW, are being wrapped in ETFs for all investors to accessIt helps to have a 1-year or 3-year sample of actual performance in order to see an uptick in adoption. Some of the more sophisticated users of ETFs like to see actual numbers vs. back tests before they'll commit to some of the more complex strategies.How did the ETF landscape change over the last 2 years?How did ETF flows change since last year's inflationary uptick and into January 2022?What did investors do? How did they behave in January's rout? Where did the ETF dollars shift to?Daniel shares his knowledge of market structure at length – How can thoughtful PMs best approach ETF trading to get the best outcomes for their investors/holders.How advisors/PMs' can optimize their outcomes on large trades?What are Carbon Nanotubes?Daniel shares some of his Sci-Fi favouritesWhere to find Daniel Straus, National Bank Financial:Daniel Straus on LinkedinWhere to find the Raise Your Average crew:ReSolve Asset ManagementReSolve Asset Management BlogMike Philbrick on LinkedinRodrigo Gordillo on LinkedinAdam Butler on LinkedinPierre Daillie on LinkedinJoseph Lamanna on Linkedin*****"You don't have to be brilliant, just wiser than the other guys, on average, for a long time." Charlie MungerWelcome to Raise Your Average, our deep dive journey into learning from the people and process behind the world of investing. Through conversations with leaders in the investments game, we peel back the layers of the onion on how these holders of the keys to the kingdom allocate their time, their energy, and their dollars.We are all students and we are all teachers. We are the average of the 5 people we spend the most time with. Come hang out with us for a while and raise your average, as we raise ours.Music credit: In Hip Hop, Paul Velchev (8MJZA6T3LK)

In this episode of ETF Battles you'll watch an audience requested triple header contest between the Avantis U.S. Small Cap Value ETF (AVUV), Vanguard Small Cap Value Index ETF (VBR) and SPDR S&P 600 Small Cap Value ETF (SLYV). Which small cap value ETF wins?Ron DeLegge @ETFguide referees this small cap equity ETF battle with guest judges Todd Rosenbluth, Director of Mutual Fund and ETF Research at CFRA Research and Mike Akins, CEO at ETF Action.  Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Plus wild cards. Find out who wins the battle!*********ETF Battles is sponsored by: Direxion Daily Leveraged & Inverse ETFs. If you're ready for a bold trade, visit http://www.Direxion.com 

In this episode of ETF Battles you'll watch an audience requested skirmish between two growth stock ETFs - the ARK Innovation ETF (ARKK) vs. the Goldman Sachs Future Tech Leaders ETF (GTEK). Which ETF is the better play?  Ron DeLegge @ETFguide referees this growth stock ETF contest with guest judges Todd Rosenbluth, Director of Mutual Fund and ETF Research at CFRA Research and Mike Akins, CEO at ETF Action.  Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Plus wild cards. Find out who wins the battle!Be sure to watch the ARKK vs. KOMP match-up from our ETF Battles episode earlier this year:  https://www.youtube.com/watch?v=C1AtJzwxhJo&t=0s*********ETF Battles is sponsored by: Direxion Daily Leveraged & Inverse ETFs. If you're ready for a bold trade, visit http://www.Direxion.com 

CNBC's Bob Pisani spoke with Anna Paglia, Global Head of ETFs and Indexed Strategies at Invesco, Dave Nadig, Director of ETF Research at ETF Trends, and James Davolos of Horizon Kinetics. They discussed how ETF investors can hope to play the rising tide of inflation, whether it be through key sectors, commodities or bonds, along with the never-ending crypto conundrum. What was behind the SEC's rejection of the latest pure-play bitcoin ETF proposal? And is the crypto community any more optimistic about 2022? In the ‘Markets 102' portion of the podcast, Bob continues the conversation with Dave Nadig from ETF Trends.

In this episode, Chrissy talks about a new research tool she recently discovered to learn more about ETFs. This tool provides indepth info about any ETF you search for, therefore giving you the proper info you need to execute your investment strategy properly. NEW EPISODES EVERY MONDAY AND THURSDAY! Visit: simplychrissyblog.com

Are you ready to rumble? There's a $2 trillion U.S. infrastructure spending bill on the table. And in this timely episode you'll see a battle between 3 infrastructure ETFs: iShares Global Infrastructure ETF (IGF), Global X U.S. Infrastructure Development ETF (PAVE), and the FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA). Ron DeLegge @ETFguide​ referees this matchup with guest judges Todd Rosenbluth Director of ETF Research at CFRA Research and Mike Akins, Founding Partner at ETF Action providing their research insights. Each ETF is judged against the other in key categories like cost, exposure strategy, performance and a mystery category. Find out who wins the battle! 

Are you ready to rumble? Value stocks have been beating growth stocks thus far in 2021. And in this timely episode you'll see a skirmish between 4 value stock ETFs: the Alpha Architect US Quantitative Value ETF (QVAL), Roundhill Acquirers Deep Value ETF (DEEP), iShares MSCI USA Value Factor ETF (VLUE) and the Vanguard Value ETF (VTV). Ron DeLegge @ETFguide​ referees this matchup with guest judges Todd Rosenbluth Director of ETF Research at CFRA Research and Eric Balchunas, Senior Analyst at Bloomberg providing their research insights. Each ETF is judged against the other in key categories like cost, exposure strategy, performance and a mystery category. Find out who wins the battle! 

Alerian Midstream Energy Dividend ETF (LON:MMLP) Director of Research Stacey Morris tells Proactive the index has increased by 50% on a net total return basis since November 2020, and she's expecting the midstream energy momentum to continue. Morris explains the recent run-up is largely due to a combination of vaccine rollouts, inflation benefitting the energy sector, and continued gains in oil prices. Morris explains why she expects the sector to pick up even more, moving into the next few months.

Rob Arnott, founding chairman of Research Affiliates, says that domestic stocks are priced to deliver a 'terrible performance' for the 2020s, although investors who invest heavily into international and emerging markets will mitigate the domestic stock situation and show strong overall portfolio results. Also on teh show, Ben Johnson, director of global ETF Research at Morningstar talks ETFs in the Market Call and Janice Quek of Left Brain Investment Research checks in from Singapore to discuss a company that is ni a surprising market to benefit from COVID pandemic fallout, but which she sees as having explosive growth as the economy returns to normal.

Daniel Straus, Vice President, Head of ETF Research and Strategy, at National Bank Financial, joined us for an insightful conversation about the the trends that are shaping the retail investment advice landscape in Canada. Canada, birthplace of the first ETF (turning 30 in 2020), is also now the world leader in development and adoption of actively managed ETFs. We talk about the fundamental reason and differences that have enabled the Canadian market to foster financial innovation. It's revealing for the future of the financial industry that Canadian investors are gravitating toward actively managed equity and bond ETFs. ETF authority Daniel Straus weighs in on this and more. Copyright © AdvisorAnalyst.com

A Happy New Year to all our listeners and Welcome back to the podcast from Morningstar UK, the leading provider of investment news, views and analysis. This week we give you plenty to share in our Guide to Investing for 2019. Let’s start with some stock picks for the New year! Killik & Co's Rachel Winter shares her three stock picks for January 2019, A mix of value bets and dependable equities with Morningstar’s Senior International Editor, Emma Wall. Are you ready to Invest in 2019? State Street Global Advisors' Kevin Anderson says 2019 will be volatile - but there will also be opportunities for investors who are ready to pivot Our next guest, Psigma’s Chief Investment officer Tom Becket warns us that the upward rising markets of the past decade are over and that investors should prepare for a risky year ahead What Will Trigger an Emerging Market Rally in 2019? This year, markets were dominated by politics and in particular, the trade war. What can investors in Asian equities expect from 2019? Emma Wall speaks with Khiem Do - Head of Greater China Investments for Barings to find out. What Should ETF Investors Expect in 2019? Jackie Choy - Director of ETF Research, Morningstar Asia believes the focus should be on More exposure to mainland China shares, active ETFs and a focus on ESG Disciplined investors always urge others to buy on the dips - but not all stock market falls create buying opportunities. Our next Guest, Morningstar Investment Management‘s Dan Kemp explains Why a Share Price Slump Does Not Always Mean Buy Younger investors are urged to stay in the game when it comes to pension savings ahead of the auto-enrolment minimum contribution jump due this April. You’ll need to Play the Long Game says Morningstar’s Emma Wall to Win With Retirement Saving. And that’s the end of this edition. We hope you enjoyed this programme from everyone here at Morningstar UK, thanks for listening. Subscribe to our podcast on itunes: https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2 http://www.morningstar.co.uk

Welcome to the podcast from Morningstar UK, the leading provider of investment news, views and analysis. This week we analyse the impact of this week’s UK Budget Report and how to navigate falling global stock markets. Let’s start with the Budget. Whilst Phillip Hammond’s announcements of tax reductions and spending measures may boost Britain’s high street retailers, the positive impact on investors is likely to be limited says Morningstar Investment Management’s Dan Kemp. Now on to global markets. During times of uncertainty even the most experienced of fund managers get scared of volatile markets. Up next, Aberdeen Standard's Hugh Young explains his fears about a trade war are justified, but says investors should stay the course or they risk missing the recovery.  Our next guest, Michele Hardeman, Head of Global Markets for Asia Pacific for State Street, explains to our Senior International Editor, Emma Wall, how falling emerging market currencies have impacted investor confidence. China shares have had their worst October in a decade, and the sell-off recently was the largest since January 2016 - is the fear warranted? And how does this impact the value of other emerging market countries? Morningstar Investment management’s Cyrique Bourbon is up next to explain So how do we go about finding value in troubled Emerging markets? Our next guest, T Rowe Price's Ernest Yeung says we should look for stocks which are uncorrelated to trade war fears and US central bank policies.   FTSE and MSCI have announced plans to include more mainland China listed shares in their indices. Morningstar's Director of ETF Research in Asia, Jackie Choy, is up next to explain the impact this has for passive fund investors Most of the money in emerging market bond tracker funds and ETFs is linked to JP Morgan benchmarks, so the bank’s plans to include Gulf nations such Saudi Arabia, Kuwait, Qatar, United Arab Emirates and Bahrain from January 2019 will have an impact on investors tracking those indexes explains Morningstar’s Jose Garcia Zarate. What are thematic ETF’S and why should we be wary of them? Robotics, ESG, artificial intelligence - thematic ETFs are growing in popularity. But investors should look before they leap says Morningstar's Kenneth Lamont And that’s the end of this edition. We hope you enjoyed this programme from everyone here at Morningstar UK, thanks for listening. Subscribe to our podcast on itunes: https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2 http://www.morningstar.co.uk

Welcome to Episode #70 of the Zacks Market Edge Podcast. Every week, host and Zacks stock strategist, Tracey Ryniec, will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life. In this episode, Tracey is joined by Neena Mishra, Zacks Director of ETF Research and also the editor of Zacks Income Investor. But she’s not on the show this week to talk about ETFs or income stocks. No, she’s joining Tracey to discuss a far more important topic: the investing opportunities in India. Neena just returned from a trip to India where she noticed that there was a lot more optimism about the economy. Prime Minister Modi has been trying to institute economic reforms to open up India’s economy, which has been notoriously closed off to foreign investment. Given the developments over the last few years, it looks like he is succeeding. While many American technology and social media companies are shut out of China for various reasons, India has seemingly opened its doors. With 1.2 billion people, and growing, many companies would love to tap that consumer base. With one of the largest populations of Millennials in the world, and a growing middle class, 2017 could be the year of India. Tracey and Neena discuss 5 ways in which investors can invest in India’s rising economic power, without even leaving the shores of the United States. 5 Stocks to Play the Indian Growth Story 1. Apple (AAPL) only has 2% of India’s smartphone market. Estimated at 300 million, and growing, that’s just a small sliver of the market. But until 2017, it hasn’t been able to open Apple retail stores in the country. Thanks to a deal to manufacture the phones in India, which will bring costs of the phones down for consumers, Apple could soon be tapping India’s growing elite. 2. Tesla (TSLA) appears to be poised to enter the India market after CEO Elon Musk tweeted out in February 2017 that it is looking to enter India in mid-2017. There are also rumors that a long-awaited Tesla Asia manufacturing plant may get the green light in India, instead of China. Stay tuned. 3. Facebook (FB) has long been shut out of the massive Chinese market, but that’s not the case in India. One problem in India, however, has been the poor Internet infrastructure. There are just 250 million data subscribers, although that number is growing quickly. In 2016, Facebook tried to give away the Internet in India but was shot down by the government. However, data companies have been quickly expanding which is helping Facebook’s reach. In the fourth quarter of last year, India was Facebook’s fastest growing market. 4. Amazon (AMZN) has put the most on the line in India as it has already spent about $5 billion to expand its fulfillment centers and delivery service in the country. Amazon Prime has launched in 100 cities. 10% of India’s population speaks English, which makes it the second largest English speaking country, after the United States, in the world. It’s facing competition, however, from Alibaba and homegrown FlipKart and Snapdeal. But it has launched Amazon Video and a recent 3-day Great Indian Sale saw sales growth surge over 200% compared to a regular shopping day. 5. Netflix (NFLX) has an aggressive international expansion plan, and it includes India. In December 2016, just as Amazon Video launched, Netflix announced a partnership with Bollywood movie star and producer, Shah Rukh Khan. Right now, Neena says Netflix is charging around $10 a month for its streaming service. That is high for India. But, again, companies are looking at the growth potential. What else should you know about India and investing in its hot growth story in 2017? Find out the answers to this and more on this week’s podcast.