One of this year’s thematic surprises has been the outperformance of copper and copper-themed ETFs. There have been outsized returns ranging from 16% to over 20% YTD. Copper is a commodity metal known historically as “Dr. Copper” by economists based on its usefulness in assessing the “health” of the economy. Copper is one of the [...] The post A Surprise...

When it comes to investment-grade bond funds, sometimes fixed income investors need to take a closer look at the composition of its holdings in order to assess whether it’s truly investment-grade. Vanguard has three exchange-traded funds (ETFs) that live up to the investment-grade designation. The Vanguard analytics team combed through almost 1,200...

Many global investors opting to participate in the Japanese stock rally are leaning into large-caps and related ETFs. They’ve been rewarded for that faith, as highlighted by the WisdomTree Japan Hedged Equity ETF (DXJ) returning 20.2% YTD. However, market participants shouldn’t overlook the potential potency of Japanese small-caps. Look at DXJ’s small-cap...

Slower growth and signs of persistent inflation caused equities to slide on Thursday while bonds sold off. Investors seeking reliable income with quality equity exposure should consider the actively managed Parametric Equity Premium Income ETF (PAPI). Interest rate concerns in the wake of a high personal consumption expenditures price (PCE) index reading...

Rising oil prices buoyed the energy sector in the first quarter despite falling natural gas prices. Midstream Master Limited Partnerships (MLPs) remained resilient to natural gas declines and energy sector volatility in Q1, offering reliable income for investors.   A milder-than-expected winter resulted in above-average natural gas winter storage surpluses....

The U.S. stock market is chugging along in 2024 despite looming risks surrounding inflation, interest rates, and even AI. With many investors approaching retirement, too, the need for current income is continuing to grow. Investors aren’t the only ones focusing on income, however. Nine different asset managers shared their thoughts on income at this...