Bullish bond investors are having to hear the higher-for-longer interest rates narrative longer than they initially expected heading into 2024. Rising Treasury yields are keeping bond prices down, but in turn, pushing inverse exchange traded funds (ETFs) higher. “The Dow Jones Industrial Average ended higher and Treasury yields hit new five-month highs...

The abundance of financial market liquidity has served as a tailwind for markets over the past six months, buoying equity and credit valuations despite sharp swings in Fed expectations. As April’s tax deadline moves into the rearview, the picture for liquidity is less clear and could introduce some uncertainty and heightened volatility to financial...

Exchange traded funds tracking collateralized loan obligations (CLO) might be on the receiving end of more attention and assets as market participants scour the fixed income universe for lower-risk, high-yield opportunities. That could be a positive for the VanEck CLO ETF (CLOI). The actively managed CLOI, which turns two years old in June, sports a...

One of the more appealing elements in the AI investment thesis is how AI has the potential to positively alter a variety of industries. Healthcare, which is an innovative space in its own right, is ripe for disruption and the benefits afforded by AI. Increasing digitization of healthcare has implications for some AI-related companies residing [...]...

CIO Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, discuss similarities and differences between today’s market and the mid-90s. For more news, information, and analysis, visit the ETF Strategist Channel.     The post Party Like It’s 1995? appeared first on ETF Trends.

Perhaps no macroeconomic storyline looms over U.S. investors this year as much as the rate cut drama does. The Fed’s “will they, won’t they” narrative about cuts is a very different story than investors saw entering 2024 when several cuts looked almost baked in. Now, investors have to adapt, with fixed income an important piece [...] The post Positioning...