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☆ ETFs are on pace to break record annual inflows, but this wild card could change it all
▼ + stars: | 2024-09-07 | by ( Natalie Zhang | ) www.cnbc.com time to read: +2 min

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

☆ How investors can stay protected with emerging market opportunities
▼ + stars: | 2024-06-20 | by ( Natalie Zhang | ) www.cnbc.com time to read: +1 min

Investors may want to consider hedging their emerging market plays, according to one exchange-traded fund expert. Ben Slavin, global head of ETFs and managing director at BNY, said that while there have been notable inflows into Indian, European and Japanese ETFs, investors should account for the strength of the U.S. dollar. The iShares MSCI Japan ETF (EWJ) gives investors exposure to Japanese equities but does not account for fluctuations between the Japanese yen and the U.S. dollar. The WisdomTree Japan Hedged Equity Fund (DXJ) , which gives exposure and accounts for fluctuations, has grown more than 20% in that same time frame. And ETFs have those different options available for investors to allocate one way or the other," Slavin said.

Persons: Ben Slavin, Slavin, CNBC's Organizations: U.S ., Japan Hedged Equity Locations: Japan

☆ This bond ETF will get the biggest bang for its buck in 2024, says VettaFi’s Rosenbluth
▼ + stars: | 2024-02-01 | by ( Natalie Zhang | ) www.cnbc.com time to read: +1 min

Long-term yields might be the best bond investment this year, according to one exchange-traded fund expert. "The iShares 20-year Treasury ETF (TLT ) will get the biggest bang for its buck [and] some of the intermediate-term products like the Vanguard Intermediate-Term Corp Bond (VCIT ) will get some bang for the buck," VettaFi's Todd Rosenbluth told CNBC's "ETF Edge" on Monday. Rosenbluth added that while the short-term products were very popular last year, they will "largely tread water or earn a little more than their overall income." The firm's head of research reasons that if the Federal Reserve cuts interest rates more than expected then investors should stay in longer-term products to benefit. "We saw a lot of money start to move out of the short end of the curve into intermediate duration," said Slavin, the company's global head of ETFs.

Persons: VettaFi's Todd Rosenbluth, CNBC's, Rosenbluth, BNY Mellon's Benjamin Slavin Organizations: Treasury, Corp, Federal Reserve

☆ Zero-day commodity options have now entered the ETF space
▼ + stars: | 2023-12-01 | by ( Natalie Zhang | ) www.cnbc.com time to read: +1 min

Investors can now trade commodities and a Treasury with a popular short-term options strategy. The Nasdaq recently launched five zero-day options-based exchange-traded funds: United States Oil Fund (USO) , United States Natural Gas Fund (UNG) , SPDR Gold Shares (GLD) , iShares Silver Trust (SLV) and iShares 20+ year Treasury Bond ETF (TLT) . It has taken the options market by storm. The surge in activity surrounding zero-day options has some analysts worried about a negative impact on the market. "I don't think the tools themselves are inherently breaking the market," Nadig said.

Persons: Dave Nadig, CNBC's, Nadig, it's Organizations: Treasury, Nasdaq, United States Oil Fund, United States Natural Gas Fund, Bond ETF Locations: United

☆ Next level up for ETFs are actively managed funds, say money managers
▼ + stars: | 2023-11-19 | by ( Natalie Zhang | ) www.cnbc.com time to read: +2 min

Actively managed exchange-traded funds are having their time in the limelight as ETF managers seek new strategies beyond passive funds. "But with active management, you can differentiate assuming the active manager is actually doing something meaningfully different than the underlying benchmark," he added. While active ETFs have been around since 2008, the popularity took off in 2019 after the SEC eased launch restrictions. So far this year, the number of active ETFs that have launched have already overtaken passive ETFs by a ratio of three to one, according to Morningstar. While it's the firm's first active ETF, GMO has run a traditional actively managed mutual fund called the GMO Quality Fund (GQETX) since 2004.

Persons: Nate Geraci, Morningstar, Franklin, It's, Tom Hancock, we've Organizations: Edge, SEC, Asset Bond, Quality

☆ Why these three money managers are betting big on AI ETFs
▼ + stars: | 2023-11-08 | by ( Natalie Zhang | ) www.cnbc.com time to read: +2 min

The number of exchange-traded funds in the artificial intelligence space has exploded in the past year. Big Tech may have led the initial foray into AI, but money managers are now seeing other sectors jump into the space. Global X ETFs manages the Global X Artificial Intelligence and Technology ETF, which looks at the larger AI names in the space and is an option to play the space in a measured way, he said. Another ETF that can give investors exposure to AI beyond traditional tech is the Global X Robotics and Artificial Intelligence ETF , said Maier. One ETF that launched earlier this year aiming to lean into the generative AI theme is the Roundhill Generative AI and Technology ETF.

Persons: Jon Maier, CNBC's, Maier, VettaFi's Todd Rosenbluth, Rosenbluth, Dave Mazza Organizations: Big Tech, Companies, Global, Intelligence, Technology ETF, Robotics, Technology

☆ BlackRock's Rick Rieder: Don't underestimate the resilience of the U.S. economy
▼ + stars: | 2023-11-02 | by ( Natalie Zhang | ) www.cnbc.com time to read: +1 min

BlackRock's Rick Rieder said this week that while the economy is slowing, he believes it can rebound. "I call the U.S. economy, the polyurethane economy because it flexes, adjusts like a Tempur-Pedic bed. It can take some pretty significant shots, and it just rebounds," Rieder told CNBC's "ETF Edge" on Monday. Rieder, who also oversees BlackRock's Global Allocation team, thinks that people are still going to buy equities despite the current demand for Treasury bonds. I don't think so, but I think equities will do their job.

Persons: Rick Rieder, Rieder, CNBC's, I've Organizations: BlackRock's, Treasury Locations: U.S, Europe

☆ The firm behind the largest crypto ETF just launched ether futures ETFs
▼ + stars: | 2023-10-06 | by ( Natalie Zhang | ) www.cnbc.com time to read: +2 min

Ether made its ETF debut with the release of six different futures products on Monday. ProShares Advisors is behind three of the new ETFs: Ether Strategy ETF (EETH), Bitcoin & Ether Equal Weight Strategy ETF (BETE) and the Bitcoin & Ether Market Cap Weight Strategy ETF (BETH). The regulated futures market in an ETF is a great solution, he added. ProShares also manages the Bitcoin Strategy ETF (BITO ), which is the largest bitcoin futures ETF on the market. It follows bitcoin futures and is up more than 37% year to date.

Persons: BETH, Simeon Hyman, ProShares, CNBC's, Hyman, Todd Sohn, " Sohn Organizations: ProShares Advisors, U.S . Securities, Exchange Commission, SEC, Strategas Securities

☆ Going beyond Tesla: ETF bets solely on electric vehicle makers
▼ + stars: | 2023-09-23 | by ( Natalie Zhang | ) www.cnbc.com time to read: +1 min

Defiance ETFs runs the Solactive Pure U.S. Electric Vehicle ETF — which is also known as the Pure EV Index fund. Tesla is the top holding for many electric vehicles ETFs after gaining more than 98% so far this year. Other EV ETFs including Global X autonomous & electric vehicles ETF and KraneShares Electric Vehicles & Future Mobility ETF have holdings in companies that produce EV components or are tech-related. However, the Pure EV Index fund is composed of only the five largest market-cap EV makers: Tesla , Nio , Rivian, Li Auto and Xpeng . The Pure EV Index fund's total net assets are currently $5.1 million.

Persons: It's, Sylvia Jablonski, CNBC's, Tesla, Li Auto, Jablonski Organizations: Electric, ETF, Apple, Microsoft, Nvidia, Global, KraneShares Electric Vehicles, Future Mobility

☆ Don't count out more rate hikes due to strong jobs market, former Fed governor Kroszner suggests
▼ + stars: | 2023-08-16 | by ( Natalie Zhang | ) www.cnbc.com time to read: 1 min

Don't count out additional interest rate hikes, according to former Federal Reserve governor Randall Kroszner. Kroszner, who's now a University of Chicago economics professor, believes rates are staying high into well next year. "I don't see how they can be comfortable to say, 'okay we're not going to be raising anymore' if the labor market is as strong as it is now," Kroszner told CNBC's "Fast Money" on Wednesday. Kroszner, who helped lead the response during the global financial crisis, thinks the Fed won't officially put the brakes on rate hikes until they "see some of the heat coming out of the labor market." He also believes Fed members will be at odds at what they need to see.

Persons: Randall Kroszner, who's, we're, Kroszner, CNBC's Organizations: Federal, University of Chicago, Fed

☆ Market may ignore recession for first time since 1945, RBC's top strategist Lori Calvasina finds
▼ + stars: | 2023-04-17 | by ( Natalie Zhang | ) www.cnbc.com time to read: +1 min

In a research note out this week, Calvasina tackled the S&P 500's performance during recessions going back to 1937. She found the 1945 recession was the only one with no market pullback. According to RBC Capital Markets' Lori Calvasina, stocks may be ignoring all signs of a recession. "[This] idea of a manufactured recession that we were all talking about last year, you actually had it back then." "I actually think that we priced in a recession back at the October lows, but I think people are tired of hearing that," noted Calvasina.

☆ Crude oil at $100 could soon become the new normal, top energy analyst Paul Sankey predicts
▼ + stars: | 2023-04-04 | by ( Natalie Zhang | ) www.cnbc.com time to read: +1 min

The new normal for crude oil could be $100 a barrel, according to leading energy analyst Paul Sankey. 1 by Institutional Investor for energy independent research in 2023, sees OPEC+'s surprise production cut paired with supply drivers as major catalysts. "Global oil production capacity really has a problem. The move comes after crude prices dropped to a 15-month low in mid-March. A CNBC PRO screen found that Schlumberger was also typically the best performer during past oil spikes.

☆ Vote on your favorite 2023 'Fast Money' trader acronyms
▼ + stars: | 2023-01-17 | by ( Natalie Zhang | ) www.cnbc.com time to read: 1 min

Forget 'FANG'! Our own "Fast Money" traders have their picks for the acronyms they think will rule the market in 2023. Which trades would you bet on?

☆ Senior loan ETFs are seeing strong inflows as investors search for yield
▼ + stars: | 2022-10-26 | by ( Natalie Zhang | ) www.cnbc.com time to read: +2 min

Investors looking for yield are turning to exchange-traded funds that track senior bank loans, says a fund manager. One example is the Invesco Senior Loan ETF (BKLN) which follows the market-weighted performance of the 100 largest senior bank loans and has a yield of upward of 3.8%. Senior bank loans are debt securities issued by banks to corporations and they have what's called variable interest rates meaning they adjust periodically with the market. In the last year, the BKLN ETF has gone from steady outflows to strong inflows as investors' inflationary concerns have grown, Anna Paglia, global head of ETFs and indexed strategies at Invesco, told CNBC's "ETF Edge" on Monday. "Now it seems like clients are really looking at that yield story and this fund is the perfect vehicle for that," added Paglia, who oversees the BKLN ETF.

☆ The ultimate 2022 safety play could be in this unusual place, traders say
▼ + stars: | 2021-12-23 | by ( Natalie Zhang | ) www.cnbc.com time to read: +2 min

But for 2022, Tocqueville Asset Management's John Petrides sees the fixed income market as the safe haven. "It's not often we think of the high-yield bond market as the safety place," the portfolio manager told CNBC's "Trading Nation." Inside Edge Capital Management founder Todd Gordon is more cautious on the fixed income trade. Instead, Gordon suggested an options strategy to make up for lack of yield in the fixed income space. Gordon said it will allow investors to participate in the market upside with some guardrails for safety.

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