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☆ How an ETF with an 11% yield shows a growing use case for active strategies
▼ + stars: | 2023-03-08 | by ( Jesse Pound | ) www.cnbc.com time to read: +4 min

The JPMorgan Premium Equity ETF (JEPI) has a 12-month rolling dividend yield over 11%, and its 30-day SEC yield was just under that mark as of the end of February. The biggest funds in the market track indexes, like the S & P 500, and give investors market returns minus fees. But 2022 was a surprisingly good year for active managers , and active ETFs gained some share against their passive counterparts. The JPMorgan Ultra-Short Income ETF (JPST) has also been popular this year, with $1 billion of inflows and a 30-day SEC yield above 4%. Among the firm's smaller active fixed income funds, the Core Plus Bond ETF (JCPB) has a roughly similar yield, while the Income ETF (JPIE) yields above 6%.

☆ How ETFs are expediting bond market modernization
▼ + stars: | 2023-03-08 | by ( Kevin Schmidt | ) www.cnbc.com time to read: +2 min

Despite equities having long transitioned to electronic trading, over-the-counter trading remains common in the bond market. Bond ETFs are changing that. "Bond ETFs are 20 years old today, and they trade the same way as some of the technologies in fixed income." Roughly a decade after equity ETFs were first introduced, the first four bond funds launched in July 2002 — the iShares 1-3 Year Treasury Bond Fund (SHY) , the iShares 7-10 Year Treasury Bond Fund (IEF) , the iShares 20+ Year Treasury Bond Fund (TLT) and the iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) . "And it just sounds really familiar to the way ETFs had grown with the equity markets."

☆ These are the most popular ETFs among investors heading into March
▼ + stars: | 2023-02-28 | by ( Jesse Pound | ) www.cnbc.com time to read: +2 min

February's reversal for stocks and renewed climb higher in benchmark interest rates resulted in more cautious investors, as shown by some of the month's most popular ETFs. The list of the most popular equity ETFs for the past month, measured by net inflows, shows a defensive tilt and suggests investors 'appetite for income funds remains strong. The next two funds on the list are from JPMorgan, including one red hot income fund. Other popular income funds include the Schwab US Dividend Equity ETF (SCHD) and the Pacer US Cash Cows 100 ETF (COWZ) . Outside of equity funds, the hunt for yield showed up in demand for short-term bond ETFs .

☆ A.I.-guided strategies for the ETF investor. Here's what to know.
▼ + stars: | 2023-02-24 | by ( Kevin Schmidt | ) www.cnbc.com time to read: +4 min

As investors weigh what the growing interest in artificial intelligence means for the marketplace, one analyst thinks that ETF investors should be cautious in utilizing it to aid in strategy selection. "ChatGPT knows a lot about a lot of things," Art Amador, EquBot Co-Founder, told Bob Pisani on CNBC's 'ETF Edge' on Wednesday. Amador runs the AI Powered Equity ETF (AIEQ) , an actively managed fund of U.S. stocks selected with a model that uses artificial intelligence. Studebaker's ROBO Global launched the ROBO Global Robotics and Automation ETF (ROBO) in 2013 as a fund that invests in innovative companies driving robotics, automation, and AI spaces. "You want to make sure you're investing with people that have done this before, that have deep expertise and deep knowledge in this space."

☆ These are Wall Street's favorite defensive stocks as the market's early momentum this year wanes
▼ + stars: | 2023-02-21 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

However, defensive stocks are likely to better withstand a market downturn given their strong balance sheet and consistent revenue stream. With that in mind, CNBC Pro looked for Wall Street's favorite defense stocks. At least 60% of the analysts covering the stock rate it a buy, per FactSet. Visa and Mastercard have more than 70% of the analysts covering the stocks rating them a buy. The stock has 17% upside to the average analyst price target and 68% of analysts covering it rate the name a buy.

☆ The investment chief behind the AI-driven fund that uses IBM's Watson supercomputer explains how bots like ChatGPT will change markets
▼ + stars: | 2023-02-17 | by ( Phil Rosen | ) www.businessinsider.com time to read: +4 min

The AI Powered Equity ETF uses insights from IBM's Watson supercomputer, and has beaten the broader market in 2023. Chris Natividad, chief investment officer of Equbot, said the ETF has grown in popularity with the rise of ChatGPT. He helps run the AI Powered Equity ETF (AIEQ), which launched in 2017 in partnership with ETF Managers Group. It leverages data from IBM's Watson supercomputer to balance its portfolio, which has been quietly beating the market so far in 2023. "We're going to see different operators find more utility, different folks who have different investment ideas will be able to test and trade on these ideas using AI.

☆ Here's what's next for income ETFs after yields surged last year
▼ + stars: | 2023-02-16 | by ( Jesse Pound | ) www.cnbc.com time to read: +4 min

International income One area where investors may look next for income is the international market, which has outperformed the U.S. in the opening weeks of 2023. Both Amplify and Schwab offer international versions of their yield funds — Amplify International Enhanced Dividend Income ETF (IDVO) and Schwab International Dividend Equity ETF (SCHY). Fixed income funds Another area that could pay off for investors is fixed income. "This is a once in many, many year opportunity to de-risk, rebalance, get back into fixed income," said Stephen Laipply, US Head of iShares Fixed Income ETFs. The fixed income ETF market is much smaller than the equity ETF market, and 2023 could see a continued growth in new categories.

☆ These are the top 10 holdings of the AI-driven investment fund powered by Watson that has been crushing the market this year
▼ + stars: | 2023-02-07 | by ( Matthew Fox | ) www.businessinsider.com time to read: +3 min

The AI Powered Equity ETF has doubled the performance of the S&P 500 so far in 2023. These are the top 10 holdings in the AI Powered Equity ETF that's driven by IBM's Watson. One ETF has been utilizing aspects of artificial intelligence to drive its investment decisions since its launch in 2017: the AI Powered Equity ETF. These are the top 10 holdings in the AI Powered Equity ETF that's driven by IBM's Watson supercomputer. Norwegian Cruise Line HoldingsTicker: NCLH% of ETF: 1.9%Industry: Cruise Ships6.

☆ C3.ai surges 30% to cap off a winning week for many AI stocks and ETFs as ChatGPT frenzy spreads across the market
▼ + stars: | 2023-02-03 | by ( Carla Mozée | ) www.businessinsider.com time to read: +3 min

C3.ai shares soared Friday and were headed higher for the week alongside other AI-tied stocks and ETFsThe frenzy surrounding ChatGPT has contributed to C3.ai shares more than doubling in 2023. C3.ai climbed as much as 30% to $28.48 during Friday's session, notching a 52-week high for shares of the business AI software maker. "The hype surrounding Artificial Intelligence has spilled over into retail investments," said Vanda Research in a note Thursday. The stock's value has more than doubled in 2023, with this week's push coming after C3.ai said it would integrate ChatGPT into its lineup of AI tools. Among exchange-traded funds, the Global X Robotics & Artificial Intelligence ETF and the iShares Robotics and Artificial Intelligence ETF were up roughly 3% and 4% this week.

☆ ChatGPT has gone viral. Now Wall Street is flocking to AI.
▼ + stars: | 2023-02-02 | by ( Phil Rosen | ) www.businessinsider.com time to read: +6 min

Today's newsletter covers everything you want to know about how the viral ChatGPT language tool is colliding with the world of Wall Street. Wall Street is clamoring to ride the ChatGPT wave, and investors are pouring into anything that has exposure to the budding artificial intelligence sector. A batch of obscure small-cap bot stocks have made sizable gains, and certain Chinese AI stocks have climbed 60% in a matter of weeks. The stock market just hit a rare trifecta of bullish indicators. The stock market rally will fade as the Fed combats inflation and a recession hits, according to a Credit Suisse strategist.

☆ A night with Wall Street's stars: Take a look at Insider's celebration of top investors, dealmakers, and traders
▼ + stars: | 2023-02-01 | by ( Michelle Abrego | ) www.businessinsider.com time to read: +4 min

Hello 10 Things on Wall Street readers! As you might know, for the last few years Insider has been highlighting some of the most talented young people on Wall Street. Take a look at all the photos from Insider's celebration of Wall Street's rising stars here. A decade after the private-equity giant helped launch Athene Holdings, more private money managers are moving into insurance as they hunt for higher yields, the Wall Street Journal reports. Adam Berry, head of US loan trading is leaving Wall Street to join the Philadelphia Eagles, according to Bloomberg.

☆ Forget ChatGPT - an AI-driven investment fund powered by IBM's Watson supercomputer is quietly beating the market by nearly 100%
▼ + stars: | 2023-01-31 | by ( Phil Rosen | ) www.businessinsider.com time to read: +2 min

While the language bot ChatGPT has gone viral, a Watson-powered ETF is making nearly double the returns of the broader market. The AI Powered Equity ETF is up 10.4% in 2023, whereas the Vanguard Total Stock Market Index is up 5.67%. Issued by ETF Managers Group in partnership with the fintech firm Equbot, the fund leans on IBM's Watson supercomputer to balance its portfolio. That 114-holding portfolio is up 10.4% so far in 2023, while the Vanguard Total Stock Market ETF is up 5% over the same stretch. Chris Natividad, the chief investment officer of Equbot, said the Watson-powered fund can look beyond standard market data and cull information from tweets and earnings calls, according to ETF.com.

☆ Some Wall Street analysts are predicting a market decline. Here's when that might happen
▼ + stars: | 2023-01-25 | by ( Ganesh Rao | ) www.cnbc.com time to read: +4 min

In Europe, the STOXX 600 has increased by more than 15% over the same period. - Jan. 24 UBS: STOXX 600 down 8% to 410 by Dec. - Jan. 11 JP Morgan: STOXX 600 up 3% to 465 by Dec. We believe that the current market rally will start fading as we move through Q1. - Jan. 23 Barclays: STOXX 600 up 6% to 475 by Dec.

☆ Investors are jumping into bonds to start 2023, and these fixed income ETFs are hot
▼ + stars: | 2023-01-18 | by ( Jesse Pound | ) www.cnbc.com time to read: +3 min

The renewed interest in fixed income comes after 2022 proving one of the worst years on record for fixed income investing, leading some to wonder whether the traditional portfolio of 60% stocks and 40% bonds may have outlived its usefulness. Surging interest in bonds is evident in fixed income ETFs, where cash has been pouring in during the first two weeks of the year. Last year, a record of $266 billion of cash flowed into fixed income ETFs, according to BlackRock. The iShares JP Morgan USD Emerging Markets bond ETF (EMB) also makes the top 10. For investors who are more cautious about the macroeconomic picture, there could still be solid returns in safer corners of the bond market.

☆ A portfolio manager and top strategist at UBS Asset Management shares 5 opportunities he's most bullish on for 2023 as the Fed plans to keep rates elevated
▼ + stars: | 2023-01-13 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

5 places to invest in 2023In the US, given his aversion to growth, Brown is bullish on value stocks. "You think about how much money went into growth stocks, in particular mega-caps over the last decade-plus, in a certain economic environment — low-growth, low-rate, economic environment. The Vanguard Value Index Fund (VTV) offers exposure to US value stocks. Brown is also bullish on areas outside of US equities, including Chinese stocks and emerging market stocks. The iShares MSCI China A ETF (CNYA) offers exposure to Chinese stocks, and the Schwab Emerging Markets Equity ETF (SCHE) offers exposure to emerging market stocks.

☆ 2023 will be another record year for dividend payouts. Here's why that matters
▼ + stars: | 2023-01-11 | by ( Bob Pisani | ) www.cnbc.com time to read: +3 min

The Vanguard High Dividend Yield Index (VYM) , for example, with more than $50 billion in assets, saw shares outstanding increase 20%. Dividend ETFs are typically divided into two groups: high dividend and dividend growers. ETFs that specialize in high dividends include iShares Select Dividend ETF (DVY) and Vanguard High Dividend Yield ETF (VYM), and these are typically paying yields in the 3% range. Dividend growers include ProShares S & P 500 Dividend Aristocrats ETF (NOBL) , Vanguard Dividend Appreciation (VIG) and Schwab U.S. Dividend Equity ETF (SCHD) . There are 58 of those in the S & P 500, including Caterpillar, Air Products, Franklin Resources, Aflac, and Procter & Gamble.

☆ Health-care ETFs tend to rise around next week's annual JPMorgan conference. Here's what to know
▼ + stars: | 2023-01-06 | by ( Jesse Pound | ) www.cnbc.com time to read: +3 min

Next week is one of the biggest of the year for health-care investors, and it has historically been a good time to own ETFs that track the industry. The 2023 JPMorgan Health Care Conference is set to kick off next Monday in San Francisco. The sector's S & P 500 weight also sits at a 50-year high of 16%. According to a note from Goldman Sachs, health care is now the second-biggest weight in the S & P 500. Merck , Eli Lilly and AbbVie were a few of the stocks with the biggest positive contributions to the S & P 500 last year, according to Goldman.

☆ $3.2 trillion State Street shares their 3-part strategy for driving returns in 2023 as the economy falters and enters a recession
▼ + stars: | 2022-12-21 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

The bad news for investors in 2023, according to Michael Arone, is that a recession is likely to hit the US economy. State Street Global Advisors currently has $3.2 trillion in assets under management. State Street Global AdvisorsWhat's more, Arone said, is high-dividend stocks also outperform in high-inflation environments like the current one. State Street Global AdvisorsThe Vanguard High Dividend Yield ETF (VYM) is one way to gain exposure to high-dividend stocks. State Street Global AdvisorsSemiconductor stocks are also historically undervalued, Arone said.

☆ Morningstar shares 2 trades they say will deliver 7% yearly returns over the next decade, even after accounting for inflation — and breaks down why the 60/40 portfolio strategy is starting to look att
▼ + stars: | 2022-12-20 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

But the sell-offs have put both asset classes in a better position to succeed for the long-term, Straehl said in a recent note. While communication services stocks have largely sold off this year, the sector is now the most attractive in the market, Straehl said. The Vanguard Communication Services ETF (VOX) provides exposure to the communications services sector. The second trade Straehl said will deliver 7% real returns over the next 10 years is emerging market stocks. The stocks are in a more favorable place valuation-wise than developed market stocks, Straehl said.

☆ One of the market's biggest ETFs is changing its holdings. Here's what's new
▼ + stars: | 2022-12-17 | by ( Jesse Pound | ) www.cnbc.com time to read: +2 min

The index behind one of the biggest ETFs on the market is getting a shakeup next week, creating a shift in the portfolios of many investors. The index is the backbone of the Invesco QQQ Trust , one of the biggest ETFs on the market with more than $150 billion in assets under management. Investors who own the QQQ will see their own portfolios indirectly change as the massive fund rotates its holdings. Discovery are also not perfect fits within the tech sector. The Invesco QQQ Trust, which was launched in 1999, has an expense ratio of 0.20%.

☆ Buying these 9 ETFs will give investors a leg up in 2023 and for the rest of the bull market after a near-record year, according to Bank of America
▼ + stars: | 2022-12-09 | by ( Marley Jay | ) www.businessinsider.com time to read: +4 min

Bank of America is telling investors not to increase their stock investments until early 2023. It's telling investors which ETFs to buy to apply those themes in 2023 and beyond. So Woodard's group is telling investors that next year will be marked by a mild recession, lower inflation, and reduced corporate profits. Collectively, investors have poured $510 billion into equity ETFs this year, which is the second-highest on record according to BofA. In deciding which funds to buy next year, BofA first recommends that investors tack away from large, high-growth stocks.

☆ ETFs tied to emerging markets, Tesla and inverse strategies are bucking a slowdown in trading volume
▼ + stars: | 2022-12-08 | by ( Bob Pisani | ) www.cnbc.com time to read: +2 min

Others are blaming the World Cup, and indeed many trading desks seem obsessed with watching every game. But beneath the lower volumes has been some strong activity in many exchange-traded funds, as well as inflows. China is still rallying on the reopening headlines, so emerging market ETFs like KraneShares China Internet (KWEB) have seen inflows. The TSLA Bear 1x ETF (TSLS), which gives you the daily inverse performance of Tesla, has seen big inflows since launching in August. Since October, volumes have exploded as Tesla has moved down on the Twitter deal — it's up 40% since early October.

☆ BlackRock says it could be time to buy some growth and tech — Top ETFs to play the trade
▼ + stars: | 2022-11-14 | by ( Patti Domm | In | ) www.cnbc.com time to read: +4 min

BlackRock strategists recommend investors dip back into growth and tech for next year, but they say picking selective themes will be the best way to play them. BlackRock strategists say 2023 could be the year that changes the three-year pattern of growth and tech stocks moving in unison, both higher and lower. ETFs that fit these themes include BlackRock's iShares Self-Driving EV and Tech ETF , the iShares Global Clean Energy ETF , and iShares U.S. Infrastructure ETF. There is the iShares Cybersecurity and Tech ETF , IHAK and IRBO, the iShares Robotics and Artificial Intelligence Multisector ETF. BlackRock Future Health ETF, i Shares Genomics and Immunology and Healthcare ETF, and iShares Neuroscience and Healthcare ETF cover those themes.

☆ Tech stocks have been crushed. What’s next for the FAANGs?
▼ + stars: | 2022-11-14 | by ( Paul R. La Monica | ) edition.cnn.com time to read: +4 min

New York CNN Business —The great bull run for tech stocks may finally be over. The tech sector has been a market leader for years, but there are growing concerns about the future. Todd Sohn, director and technical strategist at Strategas, noted in a report late last week that when tech stocks imploded in 2000 as the dot-com bubble burst, it wasn’t until after the 2008 financial crisis before tech resumed a role as a market leader. But cybersecurity stocks such as Palo Alto Networks (PANW), as well as semiconductors, are more reasonable. In other words, tech investors should be looking tor more boring parts of the sector, not assets like crypto that are more about hype than substance.

☆ Retail investors are dumping most of Big Tech except one stock
▼ + stars: | 2022-11-03 | by ( Michelle Fox | ) www.cnbc.com time to read: +1 min

Retail investors have been shunning most of Big Tech this past week, according to JPMorgan. Strategists at the bank led by Peng Cheng said retail investors dumped $130 million worth of Meta stock, sold $122 million of Amazon and $112 million of Apple. Cheng, JPMorgan's head of big data and artificial intelligence strategies, said the Google parent's stock saw a $137 million boost from retail investors. He also said Alphabet was "the most popular name" this past week. Overall, retail traders bought $2.2 billion in stocks and funds this past week, the second consecutive week of positive inflow, Cheng said.

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