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Search resuls for: "Tony Rochte"


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"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
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
Tracking the flows into active investing
  + stars: | 2024-02-12 | 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 EmailTracking the flows into active investingTony Rochte, Morgan Stanley Investment Management global head of ETFs, Alison Doyle, Nasdaq's ETP Listings head, and Rob Harvey, Dimensional Funds co-head of product specialists, join CNBC's Bob Pisani on 'ETF Edge' live from the ETF Exchange conference in Miami to discuss the growth in active investing.
Persons: Tony Rochte, Morgan, Alison Doyle, Nasdaq's, Rob Harvey, Bob Pisani Organizations: Morgan Stanley Investment Management, Funds, Exchange Locations: Miami
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTop ETF trends to watch in 2024: Active ETFs, options overlays and moreTony Rochte, Morgan Stanley Investment Management global head of ETFs, Alison Doyle, Nasdaq's ETP Listings head, and Rob Harvey, Dimensional Funds co-head of product specialists, join CNBC's Bob Pisani on 'ETF Edge' live from the ETF Exchange conference in Miami to discuss the ETF trends on their radar this year.
Persons: Tony Rochte, Morgan, Alison Doyle, Nasdaq's, Rob Harvey, Bob Pisani Organizations: Morgan Stanley Investment Management, Funds, Exchange Locations: Miami
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRisks to consider with the heavy concentration of the Magnificent 7Tony Rochte, Morgan Stanley Investment Management global head of ETFs, Alison Doyle, Nasdaq's ETP Listings head, and Rob Harvey, Dimensional Funds co-head of product specialists, join CNBC's Bob Pisani on 'ETF Edge' live from the ETF Exchange conference in Miami to discuss the risks from the growing concentration of the Magnificent 7 stocks.
Persons: Tony Rochte, Morgan, Alison Doyle, Nasdaq's, Rob Harvey, Bob Pisani Organizations: Morgan Stanley Investment Management, Funds, Exchange Locations: Miami
ETF Edge, February 12, 2024
  + stars: | 2024-02-12 | 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 EmailETF Edge, February 12, 2024Tony Rochte, Morgan Stanley Investment Management global head of ETFs, Alison Doyle, Nasdaq's ETP Listings head, Rob Harvey, Dimensional Funds co-head of product specialists, Jason Pereira, senior partner & financial planner at Woodgate Financial, and Brian Portnoy, Shaping Wealth founder, join CNBC's Bob Pisani on 'ETF Edge' live from the ETF Exchange conference in Miami to discuss ETF trends on their radar this year, how financial advisors are using AI and more.
Persons: Tony Rochte, Morgan, Alison Doyle, Nasdaq's, Rob Harvey, Jason Pereira, Brian Portnoy, Bob Pisani Organizations: Morgan Stanley Investment Management, Funds, Woodgate Financial, Wealth, Exchange Locations: Miami
I'm at the ETF Exchange Conference in Miami Beach, where 2,000 registered investment advisors and ETF providers have descended on the city for the industry's largest gathering. Think active, dividend, foreign debt and alternative income ETFs," Tom Lydon, of VettaFi, the conference sponsor, told me. "I believe fixed income ETFs are setup to have a historic year," Nate Geraci from the ETF Store said in January. This year, they're back, but despite the surge in thematic ETF performance to start the year, investors have yet to throw significant sums of money into the game. "Despite the surge in thematic ETF performance to start the year, investors are yet to start allocating again.
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