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☆ 'A lot of money on the sidelines': Calamos Investments thinks ETFs should target CD, money market customers
▼ + stars: | 2024-05-04 | by ( Meredith Mutter | ) www.cnbc.com time to read: +1 min

According to Calamos investments' Matt Kaufman, there are trillions of dollars across CD and money market accounts, and it is a market ETFs should look to capture. "That's larger than almost the ETF space itself," the firm's head of ETFs told CNBC's "ETF Edge" earlier this week. Kaufman, who is in the interest rates will stay higher for longer camp, thinks structured and options ETFs designed for risk management and income can provide stability. "We saw it being difficult to get risk management and income from bonds when rates were so low," he said. Kaufman's firm Calamos just started launching a suite of 12 structured protection ETFs.

Persons: Matt Kaufman, Kaufman, Calamos

☆ ‘This is a unique time’: ARK Invest’s chief futurist tackles tech innovation from AI to robotics
▼ + stars: | 2024-04-27 | by ( Meredith Mutter | ) www.cnbc.com time to read: +1 min

ARK Invest's chief futurist lists five groups that should give tech investors an edge. "We believe that this is a unique time in technological economic history," he told CNBC's "ETF Edge" this week. Winton collaborates with ARK Invest CEO Cathie Wood to maintain the ARK Venture Fund (ARKVX), which allows investors to buy into the private technology space. "That's a real challenge a lot of public market investors don't have that long-term view," Winton added. The ARK Venture Fund is down more than 7% so far this year.

Persons: ARK, Brett Winton, CNBC's, Winton, Cathie Wood Organizations: ARK, ARK Venture, Epic, Therapeutics

☆ 'Big change' in global growth is bullish for commodities including copper, says VanEck CEO
▼ + stars: | 2024-04-20 | by ( Meredith Mutter | ) www.cnbc.com time to read: +1 min

Investors should consider commodities due to a "big change" involving international expansion, according to VanEck CEO Jan van Eck. "The world economy started growing again," van Eck told CNBC's "ETF Edge" this week. Manufacturing PMI is now positive in China as of March," said van Eck. Its exchange-traded funds include the VanEck Gold Miners ETF (GDX) and VanEck Oil Refiners ETF (CRAK) . Van Eck highlights copper 's momentum as a positive sign for demand.

Persons: Jan van Eck, van Eck, CNBC's, Van Eck Organizations: PMI, Gold Miners Locations: China

☆ 'Buffett really was not a great stock picker': Financial researcher Larry Swedroe on how investors can emulate the billionaire investor
▼ + stars: | 2024-04-13 | by ( Meredith Mutter | ) www.cnbc.com time to read: +3 min

Larry Swedroe, who is considered one of the market's most esteemed researchers, thinks Warren Buffett's investment style doesn't work well anymore. "Warren Buffett was generally considered the greatest stock picker of all time. And, what we have learned in the academic research is Warren Buffett really was not a great stock picker at all," Swedroe told CNBC's "ETF Edge" this week. "What Warren Buffett's 'secret sauce' was, he figured out 50, 60 years before all the academics what these factors were that allowed you to earn excess returns." In his latest book, Swedroe likens the stock market to sports betting and active managers to bookies.

Persons: Larry Swedroe, Warren, Warren Buffett, Swedroe, CNBC's, Warren Buffett's, Cliff Asness, Buffett, Buffett's, who's Organizations: Wall Street, Alpha, CNBC, Buckingham Wealth Partners Locations: AQR, Bridgeway, BlackRock

☆ Bitcoin may start to lose its reputation as a volatile asset. Here's why
▼ + stars: | 2024-03-16 | by ( Meredith Mutter | ) www.cnbc.com time to read: +2 min

Bitcoin may start to lose its reputation as a volatile asset. According to Bitwise Asset Management's Matt Hougan, the cryptocurrency's wild price swings have come down substantially over the past decade. "What's driving the bitcoin market right now is a simple demand-supply imbalance," the firm's chief investment officer told CNBC's "ETF Edge" on Monday. While Bitwise is betting on bitcoin's growth, ProShares has an ETF looking to profit from losses with its Short Bitcoin Strategy ETF . Hyman's ProShares also operates a long-bitcoin ETF: ProShares Bitcoin Strategy ETF.

Persons: Matt Hougan, CNBC's, Bitcoin, Hougan, Mark Twain, Simeon Hyman, Hyman, bitcoin Organizations: CNBC

☆ Oil stocks share a bullish similarity with semis, but 'no one cares,' VanEck CEO says
▼ + stars: | 2024-02-10 | by ( Meredith Mutter | ) www.cnbc.com time to read: +1 min

According to VanEck CEO Jan van Eck, oil stocks are getting a raw deal. The companies are arguably the next best cash flowing companies [compared to] the semiconductors ," he told CNBC's "ETF Edge" this week. "They're trading at double-digit cash flow yields for E&Ps [exploration and production] and sectors in the oil market. His firm runs the VanEck Oil Services ETF . Strategas' Todd Sohn also characterizes oil stocks as unloved and sees potential for a turnaround.

Persons: Jan van Eck, CNBC's, Baker Hughes, van Eck, Strategas, Todd Sohn Organizations: VanEck Oil Services, Schlumberger, Halliburton

☆ Stock market to 'nowhere?' Two ETF experts see more trouble ahead in China
▼ + stars: | 2024-01-27 | by ( Meredith Mutter | ) www.cnbc.com time to read: +1 min

ETF Action's Mike Akins sees challenges tied to the country's ability to generate stock market returns. Fool me twice, shame on me," the firm's founding partner told CNBC's ETF Edge this week. The stock market went nowhere. According to Atkins, emerging market ex-China products are among the largest inflows ETF Action is seeing. Or is it really a growth story in the economy alone and not in the actual return of the stock market?"

Persons: Mike Akins, You've, It's, Atkins, Franklin Templeton, David Mann, hesitancy, Mann Organizations: Edge, Franklin Templeton Investments, Investors Locations: China

☆ Goldman Sachs is betting on the small cap rally. Here's how.
▼ + stars: | 2023-12-05 | by ( Meredith Mutter | ) www.cnbc.com time to read: +1 min

Small cap stocks are undergoing a resurgence, and Goldman Sachs Asset Management is looking to capitalize on it through the exchange-traded fund space. One, believe it or not, is small cap core," Brendan McCarthy, the firm's managing director of exchange traded funds, told CNBC's "ETF Edge" on Monday. "This is our first active small cap ETF, and that's very much on the back of investor demand." It's called the Goldman Sachs Small Cap Core Equity ETF and it's up almost 8% since its early October launch date. Meanwhile, the Russell 2000, which tracks small cap stocks, is up more than 7% in that same time frame as of Tuesday's market close.

Persons: we've, Brendan McCarthy, CNBC's, It's, Goldman Sachs, Russell Organizations: Goldman Sachs, Management, Goldman, Core Equity, Federal Signal Corp, Meritage, Innovation

☆ Case for gold fever: NewEdge Wealth sees record rush intensifying
▼ + stars: | 2023-12-02 | by ( Meredith Mutter | ) www.cnbc.com time to read: +2 min

The record gold rush may intensify into year-end. According to NewEdge Wealth's Ben Emons, the final month of the year typically creates a bigger appetite for the yellow metal. We get a recession maybe, maybe not," said Emons. "At the same time, gold rallies when there's this risk-on feel in the markets, and that's really when real rates and interest rates are declining. In a note to clients this week, Emons wrote that months for both gold and stocks are a "rare combo."

Persons: NewEdge Wealth's Ben Emons, It's, CNBC's, Gold, Emons, Guy Adami Organizations: Dow

☆ Why cautious investors may want to look beyond high-yield savings accounts
▼ + stars: | 2023-11-25 | by ( Meredith Mutter | ) www.cnbc.com time to read: +1 min

Cautious investors piling into cash may want to consider other options. According to SPDR Exchange Traded Funds' Matthew Bartolini, active management can also provide them with stability and income while creating more opportunities for upside. Bartolini contends that not only do they give investors more flexibility, the strategies also provide consistent performance and improved tax efficiencies. "But with higher returns comes higher volatility," added Bartolini, who sees big benefits from active management. "On the cash portion of the market, that income is not going to be as stable as it once was because of reinvestment risk," he said.

Persons: Matthew Bartolini, CNBC's, Bartolini Organizations: SPDR

☆ New fund bets big on Eisenhower-era stocks
▼ + stars: | 2023-11-11 | by ( Meredith Mutter | ) www.cnbc.com time to read: +1 min

Investors concerned about the market may want to consider stocks that have stood the test of time — otherwise known as dividend monarchs. That's a top strategy for Roundhill Investments, which launched its S&P Dividend Monarchs ETF this month. It focuses on the dividend monarchs. According to the firm's website, it's the first U.S.-listed ETF designed to track the performance of these kinds of stocks. As of Nov. 9, FactSet reports the S&P Dividend Monarchs ETF's top holdings are 3M , Federal Realty Investment Trust , Leggett & Platt , Black Hills Corporation and Stanley Black & Decker .

Persons: That's, David Mazza, CNBC's, They've, they've, Mazza, Dwight Eisenhower, Leggett, Platt, Stanley Black, Decker Organizations: Roundhill Investments, Federal Realty Investment Trust, Black Hills Corporation, Stanley Locations: U.S

☆ Vanguard CIO Greg Davis: Fed could hike interest rates two more times
▼ + stars: | 2023-10-31 | by ( Meredith Mutter | ) www.cnbc.com time to read: +1 min

Vanguard's Greg Davis believes the Federal Reserve is not done hiking interest rates. According to the firm's chief investment officer, the central bank's next move higher could happen before year's end. People [are] actually earning a real return — a real income on their fixed-income investments," said Davis. "It's a very different market environment than what we've seen in the last 10 to 15 years or so." "Even before the global financial crisis, the neutral rate of Fed funds was actually higher than what we've seen recently as well," Davis said.

Persons: Vanguard's Greg Davis, CNBC's, Davis, we've Organizations: Federal Reserve, Treasury

☆ Suze Orman: ‘Big mistake if you park your money forever in bonds’
▼ + stars: | 2023-10-28 | by ( Meredith Mutter | ) www.cnbc.com time to read: 1 min

Suze Orman has a warning for investors relying too heavily on bonds. The personal finance expert believes the draw of high interest rates and an aversion to risk taking are preventing too many people from taking a "lifetime opportunity" in the stock market. … Yes," the "Women & Money" podcast host told CNBC's "Fast Money" this week. "You'll be making a big mistake if you park your money forever in bonds." Orman, who is also co-founder of emergency fintech company SecureSave, notes long-term investors should have the stomach for the stock market's twists and turns.

Persons: Suze Orman, CNBC's, Orman

☆ The 'No. 1 question' Ark Invest’s Cathie Wood gets on her website
▼ + stars: | 2023-10-21 | by ( Meredith Mutter | ) www.cnbc.com time to read: +1 min

The most popular question on Ark Invest's website has nothing to do with investing in the U.S., according to the firm's CEO and Chief Investment Officer Cathie Wood. 1 question on our website as we track these questions is: Why can't we buy your strategies in Europe?" "We found this little gem of a company inside of AssetCo, which philosophically and from a DNA point-of-view, is very much like Ark," Wood said. She speculates 25% of total demand for Ark's research strategies comes from Europe. "We're terribly impressed with the quality of their [Rise ETF] own research and due diligence," Wood said.

Persons: Cathie Wood, CNBC's, Wood, We're Locations: U.S, Europe, Rize, AssetCo

☆ Risk-taker’s market? Why it may be practical to take chips off the table
▼ + stars: | 2023-10-14 | by ( Meredith Mutter | ) www.cnbc.com time to read: +2 min

Investor and personal finance author Ric Edelman believes it's a practical strategy to take chips off the table right now. He includes struggles in the real estate market, high interest rates, government shutdown risks and the Israel-Hamas war. "We're seeing increased interest in short-duration fixed income," said the firm's head of global product strategy and development. Framsted speculates the investors are making the move to short-duration funds in response to the volatility of today's market. "We're seeing interest among our client base who tend to be longer-term oriented in nature across the full spectrum.

Persons: Ric Edelman, it's, CNBC's, Edelman, there's, I've, I'm, You've, Holly Framsted, Framsted Organizations: Investor, . Treasury, The, Core, Capital Group Locations: Israel

☆ Why now may be the time to own corporate bonds
▼ + stars: | 2023-10-07 | by ( Meredith Mutter | ) www.cnbc.com time to read: +1 min

There may be advantages to owning corporate bonds right now. JPMorgan's Bryon Lake believes his firm's Ultra-Short Income ETF (JPST) is ideal for those looking to make money outside the volatile stock market. "Some of the corporates got higher quality than the U.S. government [bonds] right now," he told CNBC's "ETF Edge" this week. Lake, JPMorgan's global head of ETF Solutions, also sees the firm's active management strategy as an advantage of owning the JPST. Strategas Securities' Todd Sohn also likes corporate bonds, citing the the monetary policy backdrop.

Persons: Lake, CNBC's, you've, Todd Sohn Organizations: ETF Solutions, Securities Locations: U.S

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