- ETFs’ huge appetite extends to SMAs “The ballooning exchange traded fund industry is threatening to take a bite out of separately managed accounts, having already eaten the lunch of the mutual fund sector.” (Financial Times)
- Why Private Equity Is Going After Retail Investors “The sample set of 19 funds that represent $35 billion in assets under management showed that fees range from as low as 0.96 percent to as high as 5.49 percent. Cliffwater anticipates that its sample set will grow as the market does.” (Institutional Investor)
- Wall Street’s Conundrum With Artificial Intelligence Investments “At some point, meeting Wall Street's quarterly demands tests many tech CEOs' patience, especially if the long-term vision demands a major change in direction that would require huge investments.” (Forbes)
- Bond ETF innovation mostly steers clear of derivatives “These products paved the way for a variety of funds that hedge interest rate risk, target duration, or even invest in on-the-run Treasuries — the most recently issued Treasuries. But as the market fills once again with speculation on the depth and timing of changes to the federal funds rate — and, indeed, central bank action around the world — ETF investors have limited opportunities to speculate on rates in the ETF market.” (Pensions & Investments)
- How Much Crypto Should You Have in Your Portfolio? “The maximum drawdown, of course, is the biggest fall from a peak to a trough in what your total portfolio value is. And to me, that’s a really important statistic, because that’s the statistic that investors feel in their gut.” (Morningstar)
- The Rise of the Custom Model Portfolio “As the market evolves, wealth sponsors and asset managers also seeking to incorporate more types of underlying product vehicles, such as semi-liquid alternative investment structures.” (FundFire)
- The 60/40 Portfolio: Bonds Are So Back “But for the first time in a long time, investors who owned high-quality bonds were rewarded during the volatility. The Morningstar US Core Bond Index rose 1.5% during the period as a flight to safety and the hope that the US Federal Reserve will cut interest rates this year boosted those bonds.” (Morningstar)
- BlackRock’s Ethereum ETF Poised to Shatter $1B Net Inflows Record “At the moment, ETHA stands as one of the top six ETF launches of the year. Its growth is reminiscent of BlackRock’s iShares Bitcoin Trust (IBIT), which made headlines earlier as the first spot Bitcoin ETF to cross $1 billion in inflows. IBIT reached an impressive figure in just four days, signaling an incredible amount of investor interest and market demand.” (Coinspeaker)
- Three Days That Rocked Japan’s Markets “A key Japanese stock index, starting last Thursday, experienced its most severe two- and three-day trading drops since the 1950s — declines that analysts said could not be fully explained by the same factors affecting other countries." (The New York Times)
- GMO U.S. Quality ETF (QLTY) Surpasses $1 Billion in Assets Under Management “GMO began researching quality investing in the 1980s led by Jeremy Grantham, Co-Founder and Long-Term Investment Strategist at GMO. QLTY leverages GMO’s more than 40 years of quality investing experience to invest in U.S. high-quality stocks, while offering the additional benefits of the ETF structure, including tax efficiency, daily transparency, and continuous liquidity.” (Stock Titan)
- BlackRock Rebrands ETFs to iShares, Expanding Product Line “New York-based BlackRock’s 26 ETFs currently manage over $25 billion in assets. They have attracted $11.6 billion over the last year, according to etf.com data.” (ETF.com)
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