
ETFs


City of Dreams – Part II
Last week, I had the opportunity to travel to NYC to appear on Bloomberg’s ETF IQ. This week? A bell ringing ceremony at the New York Stock Exchange to celebrate the ETF Industry Exposure & Financial Services ETF (TETF). Michael…

City of Dreams
This week, I had the opportunity to travel to New York and appear on Bloomberg’s ETF IQ. If you’re not familiar with ETF IQ, it’s a weekly ETF-focused (what else?) show hosted by Scarlet Fu and Bloomberg’s resident ETF expert…

“Hockey Stick” ETF Growth
ETF growth appears to be hitting the steep part of the “hockey stick” curve. UNREAL, another $5b into ETFs last night, brings Jan total to $78.6b, which destroys all-time monthly flow record by $18b (or 30%), this is a nearly…

5 Takeaways from Inside ETFs
The 2018 edition of the world’s largest ETF conference featured 2,500+ attendees, 200+ experts on everything from the SPDR S&P 500 ETF to hidden gem ETFs you’ve never heard of, an exhibit hall where nearly every ETF provider was well-represented,…

25 Years Ago, an Investing Revolution was Born
Monday will mark the 25th anniversary of the first U.S.-listed ETF, the SPDR S&P 500 ETF (SPY). Born out of the 1987 stock market crash (I highly recommend this fantastic account from Bloomberg’s Eric Balchunas), SPY sparked an investing revolution. In…

5 ETF Predictions for 2018
“I try not to get involved in the business of prediction. It’s a quick way to look like an idiot.” – Award-winning author Warren Ellis Anyone who knows me is well aware of my disdain for predictions. Nobody has a…

Tastes Great, Less Filling!
This past week, I had an interesting conversation with Phil Bak, CEO of Exponential ETFs, an upstart ETF provider who recently launched the Reverse Cap Weighted U.S. Large Cap ETF (RVRS). Phil took some flak on social media and even…

Of Course, ETF Cost Isn’t Everything!
Recently, I’ve seen lot of financial media and industry chatter regarding ETF costs – only not in the way you might expect. Instead of the usual talk about ETFs lowering the cost of investing or how ETF providers are ripping…

ETFs – The Amazon of the Investment World
“The growth of ETFs in U.S. capital markets is a textbook case study in ‘Disruptive Innovation,’ right alongside well-known historical examples like Amazon, Google, Facebook, Netflix and scores of others successful enterprises.” – Nick Colas of ConvergEx ETFs have…

DOL Rule Generating LaVar Ball-like Awareness of Fund Fees
In partnership with Brown Brothers Harriman, ETF.com conducts an annual survey of ETF investors (primarily investment advisors). I would call this the “Cadillac” of ETF surveys given the well-informed ETF audience trafficking ETF.com. Their fifth annual survey was released today…

Bone-Crushing Move from Vanguard
The investment industry has coined a phrase for what happens when Vanguard moves into a particular ETF category – it’s called The Vanguard Effect®. Known for their rock bottom ETF costs, once Vanguard decides to enter a particular asset class…