Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "Americas Research"


25 mentions found


Investors looking to get in on crypto's monster run may want to be tactical in their approaches. Prices dipped below the $88,000 level just before Thursday's stock market close, as the postelection rally showed signs of fading. State Street Global Advisors' Matt Bartolini advises investors to consider how the political environment may influence prices moving forward. "You need to understand how the cryptocurrency market is progressing, particularly around new administration policies," the firm's head of SPDR Americas research told CNBC's "ETF Edge" on Monday. Bartolini expects pro-crypto policies under the Trump administration to give an additional boost to the asset class.
Persons: Matt Bartolini, Bartolini, Trump Organizations: Metrics, Street Global Advisors, SPDR Locations: SPDR Americas
The Federal Reserve is about a month into its rate-cutting cycle, and money market fund yields are already starting to pay less. That's where short and ultra-short duration bond funds and ETFs may come into play. An eye on duration Duration is a measure of a bond's price sensitivity when interest rates fluctuate. In that case, ultra-short bond funds and short-term bond funds might be "a natural landing spot for that cash." Those ultra-short bond funds have one to three years of duration and offer some stability day to day, Bartolini added.
Persons: Brett Sheely, Matthew Bartolini, Bartolini, AllianceBernstein's Sheely, , Vincent Caintic Organizations: Federal, Investment Company Institute, State Street Global Advisors, SPDR, SPDR Americas Research, Bond, SEC, Federal Deposit Insurance Corp, . Locations: SPDR Americas
ETF Edge with State Street's Matt Bartolini
  + stars: | 2024-09-26 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailETF Edge with State Street's Matt BartoliniMatt Bartolini, State Street managing director and head of SPDR Americas Research, joins CNBC's Bob Pisani on the 'Halftime Report' to discuss whether investors would flee Treasuries as yields drop and more.
Persons: Matt Bartolini Matt Bartolini, Bob Pisani Organizations: State Street, SPDR, SPDR Americas Research Locations: SPDR Americas
Exchange-traded fund inflows have already topped monthly records in 2024, and managers think inflows could see an impact from the money market fund boom before year-end. "Whether it be flows into REIT ETFs or just the broader ETF market, that's going to be a real potential catalyst here to watch." Total assets in money market funds set a new high of $6.24 trillion this past week, according to the Investment Company Institute. "If that yield comes down, the return on money market funds should come down as well," said State Street Global Advisors' Matt Bartolini in the same interview. "Assuming stocks don't experience a massive pullback, I think investors will continue to allocate here, and ETF inflows can break that record," he said.
Persons: Nate Geraci, CNBC's, Matt Bartolini, Bartolini, They've, Geraci Organizations: Investment Company Institute, Assets, Federal, Global Advisors, SPDR, SPDR Americas Research Locations: SPDR Americas
What could derail ETFs from hitting record flows in 2024?
  + stars: | 2024-09-04 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhat could derail ETFs from hitting record flows in 2024? Matt Bartolini, managing director and head of SPDR Americas Research at State Street, joins CNBC’s Bob Pisani on ‘ETF Edge’ to discuss what’s putting the flows at risk, the record levels ETFs have already hit and other factors investors should consider.
Persons: Matt Bartolini, Bob Pisani Organizations: SPDR, SPDR Americas Research, State Locations: SPDR Americas
State Street Global Advisors finds inflows into exchange-traded funds hit $127 billion. "Part of it is just the market," Matt Bartolini told CNBC's "ETF Edge" on Thursday. "We see investors deploy cash from the sidelines. We started to see investors really make a concerted effort to continue to buy into this rally. We also saw sort of broadening in the market depth in terms of rotation take place."
Persons: It's, Matt Bartolini, CNBC's Organizations: Street Global Advisors, SPDR Locations: SPDR Americas
State Street’s Matt Bartolini on record July ETF inflows
  + stars: | 2024-08-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailState Street’s Matt Bartolini on record July ETF inflowsMatt Bartolini, State Street Global Advisors managing director and head of SPDR Americas Research, joins CNBC’s Bob Pisani on the ‘Halftime Report’ to discuss why people are still putting money into ETFs, where the money is coming from and what to expect in August.
Persons: Matt Bartolini, Bartolini, Bob Pisani Organizations: Street Global Advisors, SPDR, SPDR Americas Research Locations: SPDR Americas
The stock market is facing several issues: a tech re-rating, a slower economy, a seasonally weak period and an uncertain presidential outcome. Big cap tech is getting re-rated This is what happens when the market gets top-heavy in technology. Prices for megacap tech stocks have run up dramatically in hopes of outsized earnings. Regardless, investors have been re-rating tech stocks for many weeks now. Technology stocks have been toppy for some time.
Persons: Sundar Pichai, he'd, Goldman Sachs, Goldman, Matt Bartolini, Kamala Harris, Sam Stovall, Trump Organizations: Technology, Cloud Computing, Semiconductor, P Technology, X Social Media, Semiconductors, Micron, Qualcomm, Nvidia, Broadcom, SPDR, SPDR Americas Research, State, Trump, Democratic Locations: SPDR Americas
However, investors were also content to ramp up credit risk, directing more than $1.6 billion into ETFs with underlying bank loans and collateralized loan obligations, or CLOs, State Street found. Big institutional investors can purchase bank loans — which lending institutions make to companies — and benefit from the loans' floating coupon rate. CLOs are similar to bank loans: These are pools of floating rate loans made to businesses, which can be non-investment grade. Bank loans and CLOs tend to have less price sensitivity to changes in rates, meaning they are short duration. "Rate policy is evolving and uncertain, and it's unlikely to be less cloudy as we get into the summer months."
Persons: Matthew Bartolini, CLOs, Janus Henderson, Bartolini Organizations: State, SPDR, SPDR Americas Research, Street Global Advisors, CLOs, AAA, SEC, Janus Henderson AAA CLO, CNBC, Bank Locations: CLOs, SPDR Americas, BlackRock
The usual rebalancing of the S & P 500 index and the exchange traded funds around it is a quarterly event occurring Friday. There are exchange-traded funds that follow the broad market benchmark and ETFs that track the S & P 500 sector indexes, including technology. The S & P 500 indexes are pure indexes. Nvidia could become 99% of the S & P 500 by market capitalization, and it would be reflected in the index. This trio dominates the S & P 500 technology index.
Persons: Dow, Matthew Bartolini, Bartolini, We've Organizations: Nvidia, Microsoft, Apple, SPDR Technology, Broadcom, P Technology, SPDR, SPDR Americas Research, Regulators Locations: Americas, SPDR Americas
CNBC Daily Open: Boeing's 'moment of reckoning'
  + stars: | 2024-06-18 | by ( Abid Ali | ) www.cnbc.com   time to read: +3 min
CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Immigrants, jobs and inflationImmigration has helped the U.S. job market sustain a strong run in recent months without reigniting inflation, economists and analysts say. This dynamic — a hot job market and cooling inflation — is in part the result of increased inflows of immigrants. The conglomerate sold 1.3 million shares for $39.8 million, reducing its holding to 6.9%. [PRO] S&P 500 to hit 6,000Evercore ISI predicts the stock market will soar to unprecedented heights, setting a new year-end target for the S&P 500 at a record 6,000.
Persons: Neel Kashkari, CNBC's Rebecca Picciotto, Ryan Cohen, Keith Gill, Matthew Bartolini, Berkshire Hathaway, Charlie Munger, Tesla Organizations: CNBC, Microsoft, Apple, Nasdaq, Dow Jones, Minneapolis Federal, GameStop, Fund, Nvidia, SPDR Locations: U.S, SPDR Americas, Berkshire, BYD
Nvidia 's blistering rally will force a major technology exchange-traded fund to acquire more than $10 billion worth of shares of the chip giant while cutting dramatically back on Apple . The index that the Technology Select Sector SPDR Fund (XLK) follows will soon rebalance, based on an adjusted market cap value from Friday's close. As a result, Microsoft and Nvidia will likely have a weight of around 21%, while Apple will fall sharply to about 4.5%, Bartolini said. That is a change from the prior weightings, which saw Nvidia's weight be kept artificially low by index rules. As of June 14, Microsoft and Apple were both at about 22% each in the fund, while Nvidia was just 6%.
Persons: Matthew Bartolini, Bartolini Organizations: Nvidia Corporation, Nvidia, Apple, Microsoft, SPDR, SPDR Americas Research Locations: Taipei, Taiwan, SPDR Americas
At stake is one of the top two spots in the Technology Select Sector SPDR Fund (XLK) , whose June rebalance is based on market cap values as of Friday's close. The market caps of Microsoft, Apple and Nvidia were all within $100 billion of each other as of Thursday's close, according to a FactSet calculation. This type of big shift in an index fund is unusual, but not unprecedented. The fund tracks an index from S & P Dow Jones Indices that uses weighting caps to keep the index in bounds. Depending on how many shares of Nvidia are required, it might cause a short-term spike in the name," Bajaj said.
Persons: Dow, Dow Jones, Matthew Bartolini, Bartolini, Mohit Bajaj, SPDR, Bajaj, Todd Sohn, — CNBC's Michael Bloom Organizations: Nvidia, Technology, Apple, Microsoft, Dow Jones, Dow Jones Indices, UBS, SPDR, Amazon, Trading, WallachBeth, Bajaj, Street Global Advisors, NYSE Technology Locations: U.S, SPDR Americas, rebalancing
Homebuilding stocks have reached new highs this year, and State Street's Matthew Bartolini sees more upside in store when the Federal Reserve begins cutting rates. "The thesis just comes down to economic resilience that is fueled by a strong labor market and a healthy consumer," said the managing director and head of SPDR Americas research. XHB YTD mountain Homebuilding ETF has surged more than 15% this year. The SPDR S & P Homebuilders ETF (XHB) has rallied nearly 17% year to date and about 70% over the past year. Homebuilding stocks have also benefited from a resilient economy that is led by a healthy labor market, and they stand to gain even more in a Federal Reserve rate-cutting cycle.
Persons: Matthew Bartolini, Bartolini Organizations: State, Federal Reserve, SPDR, Sonoma, Products, Carlisle Companies, Builders, Fed Locations: SPDR Americas, Williams
SAN SALVADOR, El Salvador (AP) — Salvadorans are headed out to vote Sunday in a presidential and legislative elections that’s largely about the tradeoff between security and democracy. Nonetheless, about eight out of 10 of voters support Bukele, according to a January poll from the University of Central America. "He just needs a little bit more time, the time he needs to keep improving the country,” Mena said. In the lead-up to Sunday’s vote, Bukele made no public campaign appearances. “There’s this growing rejection of the basic principles of democracy and human rights, and support for authoritarian populism among people who feel that, concepts like democracy and human rights and due process have failed them,” said Tyler Mattiace, Americas researcher for Human Rights Watch.
Persons: , Bukele, El, Farabundo, , Marleny Mena, Mena, ” Mena, , Tyler Mattiace Organizations: SALVADOR, University of Central, Nationalist Republican Alliance, Liberation Front, Human Rights Watch Locations: El Salvador, University of Central America, San Salvador's, Americas
Investors poured cash into these fixed income ETFs in 2023
  + stars: | 2024-01-09 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +6 min
The Federal Reserve's monetary policy set the tone for the fixed income world in 2023 – right down to which exchange traded funds investors picked to take advantage of higher interest rates. Bond yields have an inverse relationship to their prices, so that when prices decline, yields rise and vice versa. The Vanguard Long-Term Treasury ETF (VGLT) was another favorite of investors, with about $7.3 billion in net flows in 2023. Indeed, those strategies proved popular with investors in 2023, as the Vanguard Total Bond Market ETF (BND) and iShares Core U.S. Aggregate Bond ETF (AGG) were ETFs with the second and third highest net flows, per Morningstar.
Persons: It's, Paul Olmsted, Matthew Bartolini, Olmsted, Morningstar, , it's, BND, AGG Organizations: Investors, Bloomberg Finance, State Street Global Advisors, Morningstar, SPDR, SPDR Americas Research, Street Global Advisors, State, Treasury Bond ETF, Bloomberg, SGOV, SEC, Treasury, Fed, Vanguard, Bond Market, Core, Aggregate Bond Locations: SPDR Americas, Central
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
As investors hunt for yield, many are turning to actively managed exchange-traded funds focused on bonds, like Pimco's Enhanced Short Maturity Active ETF . The fund, which has a 5.6% 30-day SEC yield, is a "a first-rate ultrashort ETF," Morningstar senior analyst Paul Olmsted wrote in August. Trading under the ticker symbol MINT, the ETF holds fixed income securities with durations of no more than one year. In fact, investors flooded into the fund in October, making it the actively managed bond ETF with the highest inflows last month, according to FactSet. Investors can capture that higher yield on the short end of the yield curve, Schneider said.
Persons: Paul Olmsted, Morningstar, Jerome Schneider, Pimco's, Schneider, FactSet, Matthew Bartolini, It's, Treasurys —, who's Organizations: SEC, Morningstar, MINT, Street Global Advisors, Research, Federal Reserve, Treasury, Federal, Bear Stearns Locations: Pimco
"Scared money" sticking in cash & bonds
  + stars: | 2023-11-20 | by ( Bob Pisani | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email"Scared money" sticking in cash & bondsMatt Bartolini, SPDR Americas Research head, and Dan Egan, Betterment Behavioral Finance & Investing vice president, join CNBC's Kate Rooney on "ETF Edge" to discuss if the growing appetite for bonds can continue and how investors can position themselves if they want to start taking money off the table.
Persons: Matt Bartolini, Dan Egan, CNBC's Kate Rooney Organizations: Americas Research, Finance Locations: Americas
How artificial intelligence could be used in ETFs
  + stars: | 2023-11-20 | by ( Bob Pisani | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHow artificial intelligence could be used in ETFsMatt Bartolini, SPDR Americas Research head, and Dan Egan, Betterment Behavioral Finance & Investing vice president, join CNBC's Kate Rooney on "ETF Edge" to discuss how artificial intelligence could be incorporated into investing and the ETF space.
Persons: Matt Bartolini, Dan Egan, CNBC's Kate Rooney Organizations: Americas Research, Finance Locations: Americas
Huge month for active management
  + stars: | 2023-11-20 | by ( Bob Pisani | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHuge month for active managementMatt Bartolini, SPDR Americas Research head, and Dan Egan, Betterment Behavioral Finance & Investing vice president, join CNBC's Kate Rooney on "ETF Edge" to discuss the growth in active funds and if there is still more opportunity in the passive investing strategy.
Persons: Matt Bartolini, Dan Egan, CNBC's Kate Rooney Organizations: Americas Research, Finance Locations: Americas
Investors are piling into active fixed income funds at record levels, according to State Street Global Advisors. That brings inflows to $24.8 billion so far this year for active fixed income funds. In fact, 43% of the month's inflows went into ultra-short bond funds, according to State Street. With that in mind, CNBC Pro screened for active bond exchange-traded funds with the largest inflows in October. Here are the active bond funds with the largest inflows year to date.
Persons: Matthew Bartolini, Bartolini, , Jesse Pound, Michael Bloom Organizations: Street Global Advisors, Americas Research, State, Federal Reserve, Treasury, CNBC Pro Locations: Americas
The Arm IPO is here, but many ETFs will not be buyers
  + stars: | 2023-09-14 | by ( Bob Pisani | ) www.cnbc.com   time to read: +6 min
The Cupertino, Calif.-based company licenses its processorIPO and tech enthusiasts are excited about the Arm Holdings Plc initial pubic offering, and with good reason: it's the first big tech IPO in more than two years. However, some investors who would like to get immediate exposure to the Arm IPO through ETFs may be disappointed. However, this particular IPO highlights several difficulties that even large companies like Arm have in acquiring a broader ownership base through ETFs. The first problem is that Arm is not a U.S. company, it's British — which generally would exclude it from the S&P indexes. Potential ETF buyers: Nasdaq-100 ETF, IPO ETFsThere are some potential ETF buyers.
Persons: Matt Bartolini, Howard Silverblatt, Van Eck, Jan Van Eck, Todd Sohn, it's, Matt Kennedy, Nate Geraci, I'm Organizations: ARM Holdings, Arm Holdings, Nasdaq, Tech, ARM, P, SPDR Technology, SPDR, SPDR Americas Research, Street Global Advisors, Global, Renaissance, Van Eck Semiconductor, CNBC, Vanguard Total U.S, Renaissance Capital Locations: Cupertino, Calif, U.S, SPDR Americas
Investors who are hungry for income have a new exchange-traded fund option on the market that comes with a low price tag. The SPDR Portfolio S & P Sector Neutral Dividend ETF (SPDG) launched this week and holds stocks in the S & P 1500 that have maintained or increased their dividends for at least seven consecutive years. For example, the SPDR S & P Dividend ETF (SDY) has an expense ratio of 0.35%, as does the ProShares S & P 500 Dividend Aristocrats ETF (NOBL) . It's even a bit lower than the 0.06% of the Vanguard High Dividend Yield Index ETF (VYM) . The fund's index, the S & P Sector-Neutral High Yield Dividend Aristocrats Index, has a dividend yield of 3.13%, according to State Street.
Persons: Matthew Bartolini, Bartolini Organizations: Vanguard, SPDR, SPDR Americas Research, Street Global Advisors, P, SEC Locations: financials, SPDR Americas
The Invesco QQQ Trust (QQQ) , which has even heavier exposure to Big Tech names, has brought in $5.8 billion of its own. "It's not really the overconcentration in the big names that worries me. It's actually the concentration in the big names compared to their earnings contribution," said Oktay Kavrak, director of communications and strategy at Leverage Shares. Whether you're passive or active, you probably have enough exposure to Nvidia and Apple and Microsoft," said Todd Sohn, ETF strategist at Strategas. There's a whiff of it, a scent of it," Sohn said, pointing out that money market funds attracted more cash than equity funds last week.
Persons: Matthew Bartolini, Bartolini, It's, Oktay Kavrak, Todd Sohn, . Sohn, Kavrak, Sohn, Cathie Wood's Organizations: Vanguard, Big Tech, SPDR, Street Global Advisors, Microsoft, Nvidia, Nasdaq, RSP, Apple, Trust, Technology, Index, Fund, The Vanguard FTSE Locations: SPDR Americas, Europe
Total: 25