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☆ Megacap tech may be the ultimate ‘quality’ play in an uncertain economy, The ETF Store president suggests
▼ + stars: | 2024-05-08 | by ( Anna Gleason | ) www.cnbc.com time to read: +2 min

There may be a case to bet on technology stocks, even if interest rates remain higher for longer. While conventional wisdom suggests high rates should punish the group, investors still favor the earnings growth offered by megacap tech stocks, according to The ETF Store President Nate Geraci. "Investors are viewing megacap tech as a quality play," he told CNBC's "ETF Edge" on Monday. Even if a U.S. economic slowdown takes hold, Geraci thinks quality tech names can remain in a leadership role. "I think that causes investors to rethink making bets on companies with earnings that are far out into the future."

Persons: Nate Geraci, CNBC's, Cathie, Geraci Organizations: Technology, Innovation Locations: LSEG, U.S

☆ Why semiconductors could be the most efficient artificial intelligence play
▼ + stars: | 2024-04-18 | by ( Anna Gleason | ) www.cnbc.com time to read: +2 min

Investing in semiconductors may be the most efficient way to play the artificial intelligence boom, according to VanEck's CEO. "Semiconductors have become the heart of the AI trade," Jan van Eck told CNBC's "ETF Edge" this week. His firm's VanEck Semiconductor ETF (SMH) , which tracks 25 of the biggest chipmakers in the country, is up 21% this year as of Wednesday's close. However, SMH has fallen nearly 6% this month, led to the downside by Intel , AMD and On Semiconductor . Still, Akins advises investors to pay attention to semiconductor fund flows as a barometer for future performance.

Persons: Jan van Eck, CNBC's, SMH, it's, Van Eck, van Eck, Mike Akins, Akins, pare Organizations: Semiconductors, Semiconductor, Intel, AMD, Nvidia

☆ Goldman Sachs money manager: Be selective with small caps because prices ‘can go down with great velocity'
▼ + stars: | 2024-04-08 | by ( Anna Gleason | ) www.cnbc.com time to read: +2 min

Goldman Sachs sees opportunities in small-cap stocks — even as the Russell 2000 finishes its worst week since early January. "I do think that you have to be very selective in small caps because things can go down with great velocity," he told CNBC's " Fast Money " on Thursday. "Within the Russell 2000, you have a lot of stuff that you probably don't want to own," he said. Even with the losing week, the Russell 2000 is up almost 2% for the year, as of Friday's market close. "Other financial conditions have eased a bit, which is also helpful for small caps.

Persons: Goldman Sachs, Russell, Greg Tuorto, CNBC's, Tuorto Organizations: Core Equity ETF, Federal Signal Corp, SPX Technologies, Federal Reserve, Nvidia, Innovation Locations: Cava, Cava —

☆ 'Biggest mistake' bond investors may make ahead of Fed rate cuts
▼ + stars: | 2024-04-04 | by ( Anna Gleason | ) www.cnbc.com time to read: +1 min

"Your biggest mistake could be rushing back into equities before you're considering all these opportunities in fixed income," BondBloxx co-founder and COO Joanna Gallegos told CNBC's "ETF Edge" this week. To manage interest rate volatility effectively, Gallegos suggests investors look to exchange-traded funds focused on intermediate term bonds. Morgan Stanley Investment Management's Tony Rochte recommends a similar medium-term strategy with vehicles like the Eaton Vance Total Return Bond ETF (EVTR) under his firm's management. Rochte also pointed to municipal bond funds, like the Eaton Vance Short Duration Municipal Income ETF (EVSM), for income-generating opportunities. "We also converted a municipal bond mutual fund last Monday here at the NYSE to an ETF, symbol EVSM, and that's a municipal.

Persons: BondBloxx, Joanna Gallegos, CNBC's, Gallegos, Morgan Stanley, Tony Rochte, Eaton Vance, Rochte Organizations: Treasury, Morgan Stanley Investment, Eaton, Bond, NYSE

☆ Experts hesitate on weight loss ETFs amid the obesity drug boom
▼ + stars: | 2024-03-13 | by ( Anna Gleason | ) www.cnbc.com time to read: +1 min

There may be a stronger case to invest in single stocks over exchange-traded funds in the weight loss space. With just two players currently at the forefront of the U.S. obesity drug market, ProShares' Simeon Hyman questions the relevance of weight loss ETFs for investors looking to buy into the industry. "If the benefits are going to incumbents, then maybe there isn't a theme per se that needs to be exploited." Strategas' Sohn also suggested that ETFs based on themes, rather than sectors or indices, might be falling out of favor with investors. So far in 2024, Novo Nordisk has gained 29% and Eli Lilly is up 30%, as of Wednesday's close.

Persons: Todd Sohn, Eli Lilly, Lilly, CNBC's, ProShares, Simeon Hyman, Sohn Organizations: Roundhill, Novo Nordisk Locations: U.S, Novo

☆ This popular ETF trend is helping investors manage risk exposure
▼ + stars: | 2024-02-18 | by ( Anna Gleason | ) www.cnbc.com time to read: +1 min

While some investors are concerned that exchange-traded funds with options overlays could limit returns, experts see a key benefit at play. I think most notably within the active ETF space are portfolios that have options-embedded strategies within the portfolios," she said in the same interview. "Thinking about those 75% of ETFs that were launched last year, 70% were either active equity or equity derivative strategies." Morgan Stanley's Rochte sees more investors moving money out of popular fixed-income products and into risk assets as a result. "We're seeing some managers that will license the Nasdaq-100 index providing that tech exposure with options strategies on top."

Persons: Morgan Stanley's, Tony Rochte, —, CNBC's, Alison Doyle, Morgan Stanley's Rochte, Nasdaq's Doyle Organizations: Nasdaq, Big Locations: Big Tech

☆ This semi name just hit a fresh all-time high. Why its stock market dominance could last
▼ + stars: | 2024-02-07 | by ( Anna Gleason | ) www.cnbc.com time to read: +1 min

Nvidia shares hit a fresh all-time high today, and its gains may still be in the early innings, according to VanEck CEO Jan van Eck. Nvidia is the VanEck Semiconductor ETF 's top holding. The fund tracks 25 of the largest semiconductor companies weighted by market cap. "They're trying to build their moat by now having software services, and now they're building a cloud solution," van Eck said. The VanEck Semiconductor ETF's top holdings as of Wednesday are Nvidia , Taiwan Semiconductor and Broadcom .

Persons: Jan van Eck, Van Eck, CNBC's, They've, van Eck Organizations: U.S, Nvidia, VanEck Semiconductor, Semiconductor, Taiwan Semiconductor, Broadcom

☆ How investors are playing emerging market opportunities in India and Japan
▼ + stars: | 2024-01-24 | by ( Anna Gleason | ) www.cnbc.com time to read: +2 min

Investors are increasingly looking to emerging market exchange-traded funds for growth at a reasonable price. David Mann, head of capital markets at Franklin Templeton, named India as one of the most popular countries with ETF investors in the past year. "[It] has been one of the emerging market standouts thus far, so India has been a great story." The firm's Franklin FTSE India ETF (FLIN) has risen 18.19% in the past year, as of Tuesday's close. As of Tuesday's close, the firm's Franklin FTSE Japan ETF (FLJP) gained 12.58% in the past year.

Persons: David Mann, Franklin Templeton, CNBC's, Mike Akins, Akins, Franklin Templeton's Mann, Action's Akins Organizations: Franklin, Franklin FTSE, Reliance Industries, HDFC Bank, Infosys, Toyota Motor, Sony Group, Mitsubishi UFJ Locations: India, Franklin, Franklin FTSE India, Japan, U.S, Franklin FTSE Japan

☆ Spot bitcoin ETFs are taking Wall Street by storm. Experts say options are next
▼ + stars: | 2024-01-20 | by ( Anna Gleason | ) www.cnbc.com time to read: +2 min

Exchange-traded fund experts anticipate spot bitcoin ETFs, which debuted this month, to spark a new wave of crypto products. Cboe Global Markets' Catherine Clay believes options are a natural progression for bitcoin ETFs. The Cboe, the largest U.S. options exchange, filed with the SEC on Jan. 5 to offer options linked to bitcoin exchange-traded products. "Folks who might not have been traditionally speculating on crypto directly in the crypto ecosystem are now going to have something to play with." "If what happens in bitcoin is what's happened in single stocks, we're going to see retail in particular and a lot of institutions move towards zero days to expiration options trading on bitcoin itself," he said.

Persons: Catherine Clay, Dave Nadig, Nadig, they're, Cboe's Clay, let's Organizations: Cboe, SEC Locations: U.S, bitcoin

☆ India is a ‘perfect’ emerging market for investors, ETF expert suggests
▼ + stars: | 2023-12-23 | by ( Anna Gleason | ) www.cnbc.com time to read: +2 min

India could be the ideal site for emerging market investment, according to one ETF expert. "You've got a government that's a democracy that's supporting technology, and you've got a talent pool that's really unmatched on the planet," he said. Carter, who manages the India Internet & Ecommerce ETF (INQQ), underscored the significance of India's technology investments in particular. Carter's INQQ ETF focuses on Indian e-commerce and internet companies, targeting growth in the country's digital economy. "No other country on the planet has anything like this in terms of a digital foundation for their entire economy," Carter added.

Persons: Kevin Carter, EMQQ, CNBC's, You've, you've, Carter, they've Organizations: India, Ecommerce, Reliance Industries Locations: India

☆ Experts say retirement-age investors should consider active ETF strategies. Here’s why
▼ + stars: | 2023-12-10 | by ( Anna Gleason | ) www.cnbc.com time to read: +2 min

Investors nearing retirement are looking for ways to earn stable income while still growing their assets long term. Sohn suggested that investor appetite for stable income products has grown in part because of this year's narrow market leadership. That's leading some experts to recommend actively managed strategies, which represent 23.3% of all flows into equity and income products this year, according to data from Strategas. Brendan McCarthy, Goldman Sachs Asset Management's managing director of exchange-traded funds, contends that active ETFs with an options overlay strategy can help investors achieve those stable returns. McCarthy manages Goldman Sachs' new active funds, Goldman Sachs S&P 500 Core Premium Income ETF (GPIX) and Goldman Sachs Nasdaq-100 Core Premium Income ETF (GPIQ).

Persons: Todd Sohn, CNBC's, Sohn, That's, Brendan McCarthy, Goldman, McCarthy, Goldman Sachs, GPIX, GPIQ Organizations: Goldman, Goldman Sachs Nasdaq, Nasdaq Locations: Strategas, Goldman Sachs

☆ Stick with bond funds and cash? ETF experts rethink popular portfolio strategies for 2024
▼ + stars: | 2023-11-24 | by ( Anna Gleason | ) www.cnbc.com time to read: +3 min

As of Wednesday's market close, though, the 10-year note fell to 4.408%, while the 100 largest taxable money market funds tracked by Crane Data have an average yield of 5.20%. In addition, nearly $1.2 trillion has flowed into money market funds this year through Nov. 15, compared to $264 billion into bond funds and $43 billion in U.S. equity funds, according to Goldman Sachs. In the meantime, Bartolini said clients willing to take on more risk should look to shorter-duration bond funds. The iShares 1-3 Year Treasury Bond ETF (SHY) that tracks shorter-duration notes has gained 0.22% this year as of Wednesday's close. The iShares U.S. Treasury Bond ETF (GOVT) , which has exposure to Treasurys ranging between 1 and 30 years in duration, was down 1.85% during the same period.

Persons: Dan Egan, CNBC's, Goldman Sachs, Matt Bartolini, Bartolini, Egan, it's Organizations: Federal Reserve, Behavioral Finance, Treasury, Crane Data, SPDR, SPDR Americas Research, Street Global Advisors, Treasury Bond ETF Locations: SPDR Americas, U.S

☆ ‘Unusual environment’: ETF experts see rare circumstance for growth vs. value trade
▼ + stars: | 2023-11-15 | by ( Anna Gleason | ) www.cnbc.com time to read: +2 min

Value exchange-traded funds have lagged growth in 2023 due to an unusual circumstance unfolding in the market, according to two experts. As of Tuesday's close, the iShares S&P 500 Growth ETF (IVW) has gained 22.84% this year. The iShares S&P 500 Value ETF (IVE) is up 11.27% in the same period. The IVE value ETF fell 7.38% last year, while the IVW growth ETF dropped 30.08%. "If you think about this, that's a really tough pill to swallow for value investors after it appeared value was turning the corner in 2022 following years of underperformance," he added.

Persons: Tom Hancock, Bob Pisani, Nathan Geraci, Geraci, Hancock Organizations: Quality, Big Locations: CNBC's

☆ Why BlackRock's Rick Rieder says investors 'underestimate' active fixed income ETFs
▼ + stars: | 2023-11-05 | by ( Anna Gleason | ) www.cnbc.com time to read: +2 min

BlackRock Chief Investment Officer of Fixed Income Rick Rieder said investors underestimate actively managed fixed income exchange-traded funds. He told CNBC's "ETF Edge" this week that one of his firm's newest fixed income funds, the BlackRock Flexible Income ETF (BINC), has outperformed peers because its allocations are based on current market opportunity. "The beauty of this active ETF is we can move around and take advantage of where the opportunity is," said Rieder, who manages roughly $2.6 trillion in fixed income assets. "I think active ETFs in fixed income, people underestimate." U.S. high yield credit follows at nearly 17%, then U.S. investment grade credit at approximately 14% of total allocations.

Persons: Rick Rieder, CNBC's, Rieder, BINC, … Organizations: BlackRock, Bond Locations: BlackRock, Brazil, Mexico, Europe

☆ Cathie Wood explains how the artificial intelligence boom could propel Ark's Innovation ETF
▼ + stars: | 2023-10-20 | by ( Anna Gleason | ) www.cnbc.com time to read: +1 min

Ark Invest's Cathie Wood said this week that investors in her firm's flagship Ark Innovation ETF (ARKK) stand to profit given the artificial intelligence boom. Ark's Innovation fund, which focuses on disruptive technologies such as AI, has gained 17% this year as of Thursday's close. She called out the "Magnificent Seven" mega-cap tech stocks, with the exception of Tesla , the ETF's top holding. We think AI is going to be highly disruptive." For that reason, she suggested that the Ark Innovation ETF was a bet on the future of AI.

Persons: Cathie Wood, Bob Pisani, Wood, Tesla Organizations: Innovation, Ark, CNBC Locations: CNBC's

☆ 'Miracle drug' euphoria: Experts warn widespread use of weight loss medicine faces major hurdles
▼ + stars: | 2023-10-14 | by ( Anna Gleason | ) www.cnbc.com time to read: +2 min

Two experts see major challenges facing the adoption of new obesity drugs. However, she considers data supporting the use of obesity drugs for other conditions including Alzheimer's and alcohol addiction as underdeveloped. Novo Nordisk halted FLOW on Tuesday. As of Friday's close, Novo Nordisk is up 9.82% since its announcement. "Right now, we are seeing active employers, entire states that are declining to cover on the weight loss indication," Patel said.

Persons: Kavita Patel, CNBC's, I've, Eli Lilly, Patel, Obama Organizations: NBC, Novo Nordisk, Nordisk, White, Health Locations: Novo

☆ Investors sit out ether futures ETFs as spot bitcoin fund hangs in limbo
▼ + stars: | 2023-10-12 | by ( Anna Gleason | ) www.cnbc.com time to read: +2 min

Investor appetite for ether futures exchange-traded funds has remained muted, despite a surge in new listings. Six new ether futures funds from Bitwise Asset Management, ProShares and VanEck launched on Oct. 2. "Frankly, bitcoin was doing fabulous at the time in 2021 and a lot of folks really didn't understand exactly what that fund was, being bitcoin futures. The six ether futures funds that debuted Oct. 2 attracted just $1.92 million collectively on their first day of trading, according to LSEG. "The absence of a spot bitcoin ETF isn't stopping people from buying crypto.

Persons: VanEck, Ric Edelman, Bob Pisani, Edelman, bitcoin, — Organizations: Bitwise Asset Management, Digital Assets, Financial Professionals, The Securities, Exchange Commission, SEC Locations: CNBC's

☆ Regional bank stock plunge creating key entry point for investors, top analyst says
▼ + stars: | 2023-03-13 | by ( Anna Gleason | ) www.cnbc.com time to read: +1 min

The dramatic drop in regional bank stocks is a key entry point for investors, according to analyst Christopher Marinac. The SPDR S&P Regional Banking ETF dropped by more than 12% on Monday after regulators shuttered Silicon Valley Bank and Signature Bank. When asked which regional banks look most attractive, Marinac recommends Fifth Third Bank . Marinac also named Truist as a top sector pick, saying the company has a competitive advantage among regional banks after selling a portion of its insurance unit. Truist stock has dropped 30% over the past five sessions.

☆ Investors have tough choices now with yields for money market funds on the rise
▼ + stars: | 2023-02-05 | by ( Anna Gleason | ) www.cnbc.com time to read: +1 min

The " Fast Money " traders are looking to capitalize on the rising yields in money market funds and dividend-paying stocks. The largest taxable money market funds, as ranked on Crane Data's 100 list, are yielding an average 4.18% as of Feb. 2 — returns not seen since the financial crisis. Money market funds jumped to an all-time record $4.82 trillion in total assets the week ended Feb. 1, according to the Investment Company Institute. Higher-return dividend payers, which carry more risk, may be an option for investors looking for safety right now, too. "I won't hold it against them, however, if they do have a great dividend," Finerman added.

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