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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…
For investors that want crypto exposure or are simply keeping an eye on the space, how you hold crypto matters as much as whether you do.
Morgan Stanley Investment Management's Sarah Cummings sat down with Lara Crigger while at the ETF Oasis at Future Proof 👇
Sarah shared the thinking behind MSBT, the firm's bitcoin ETP, and how crypto investing is less about any upside potential and more about structure and discipline.
Holding crypto in a traditional brokerage account means the allocation sits in your portfolio view...👇
...making it easier to keep an eye on. However, regulation is still evolving and the space is not without its risks.
Tune into the full conversation and let us know in the comments how you think about crypto in client portfolios.
etf.com/sections/conferences…
JD shares why he sees bonds struggling to protect equities and deliver real returns, how options-based strategies can help portfolios hold more stocks without adding drawdown risk, and how the firm competes on price in their strategies.
It’s a quick 5-minute watch...👇
...and worth it for anyone rethinking the 40% in their 60/40 portfolio.
Tune in here: etf.com/sections/conferences…
#ETFOasis #FutureProof #OptionsBased #ETFs #Aptus
Defined outcome ETFs were a niche idea in 2018. Today they’re reshaping how advisors build portfolios.
In this conversation from the ETF Oasis at Future Proof, Andrew Nelson, CFA of Innovator from Goldman Sachs Asset Management shares 👇
🔹 Why there’s still a gap between annuity sales and buffer ETF flows, and what that means for the category
🔹 How advisors now use buffer ETFs as a complement to their fixed income sleeve
🔹 How Innovator is extending its options expertise into autocallable income strategies👇
Eight years in, the category may just be scratching the surface. Watch the full interview here: etf.com/sections/conferences…
#ETFOasis #DefinedOutcome #BufferETFs #WealthManagement #FinancialAdvisors
What does a sloth on a skateboard have to do with your portfolio? Turns out, quite a lot if you're trying to keep up with today's markets.
Traditional asset allocation is a lot like a sloth. It's slow, steady, and hard not to love. And moving slowly works most of the time...🦥👇
...but it can also mean missing big shifts like the return of inflation or big moves in gold and oil.
At the ETF Oasis at Future Proof, DBI's Andrew Beer sat down with Lara Crigger to talk about why the 60/40 playbook has struggled this decade, managed futures as a diversifier👇
The goal isn’t to ditch the sloth but instead to make it a bit more agile. Watch their full conversation here: etf.com/sections/conferences…
#ETFOasis #FutureProof #ManagedFutures #SkateboardingSloth
AI investing isn't ChatGPT picking stocks, at least not when it comes to Pictet Asset Management's strategies. David Wright sat down with Lara Crigger at the ETF Oasis to shed light on the decision trees at the core of the firm's AI-driven ETFs.
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Humans still oversee every step, however, from interpreting the model to building and checking the portfolio. And when markets shift suddenly, long training histories and regular retraining help the models to recalibrate relatively quickly.
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Watch the full conversation from Future Proof and find out why most of the assets accumulated have come from investors moving out of passive core holdings.
etf.com/sections/conferences…
#ETFOasis #FutureProof #AI #Investing
...from the ETF Oasis at Future Proof to talk the growing concentration in cap-weighted indices, how that impacts momentum, and the role that free cash flow strategies can potentially play.
Watch their full discussion:
etf.com/sections/conferences…
#ETFOasis #FutureProof #FCF
Private credit without the lockups? On the latest episode of Behind the Ticker, Michael F. O'Brien, CFA of Hilton Capital Management, LLC joined host Brad Roth to discuss HBDC, the first and only pure-play BDC bond ETF.
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Did you know that BDCs are legally capped at 2-to-1 leverage, and most run at 1-to-1 or less? Large banks often run at 8-to-1 or more. Additionally, across every credit cycle since 1980, there has never been a BDC bond impairment.
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Watch the full episode to hear how Hilton built the index, why the capital structure matters, and what advisors are asking most.
etf.com/sections/podcasts/be…