ETFs across various categories pulled in $11.3 billion in capital last week, pushing the year-to-date inflows to $406.1 billion.
During LSEG Lipper's fund flows week that ended June 26, 2024, investors were overall net purchasers of fund assets for the eighth week in 10, adding a net $14.3 billion. Both active and passive fixed income funds saw inflows. Passively managed fixed income funds have recorded four consecutive weekly inflows. Municipal bond conventional funds returned a negative 0.27% over the fund flows week, giving the subgroup its first weekly loss in four.
On this week's episode of ETF Prime, host Nate Geraci sat down with VettaFi Senior Industry Analyst Kirsten Chang to unpack ETF flows during the second quarter of 2024.
New survey data illuminates how America's potential retirees are feeling about their fiscal future. The Schroeders 2024 U.S. Retirement Survey found that Americans currently participating in workplace retirement plans believe they need about $1.2 million to retire comfortably.
If you're interested in broad exposure to the Large Cap Blend segment of the US equity market, look no further than the iShares Core S&P 500 ETF (IVV), a passively managed exchange traded fund launched on 05/15/2000.
The current market environment reflects optimism driven by strong corporate earnings, a tech rally, chances of a Fed rate cut and economic indicators.
Dividends don't matter in the accumulation stage or in retirement; total return and risk level are what determine portfolio success, in my view. Many self-directed investors focus too much on dividends instead of making more money and creating a larger portfolio. Dividend metrics and strategies, such as dividend growth stocks and dividend-focused ETFs, have recently underperformed the market.
Investing $300/month at a 12% annual rate of return produces $3.5M in 40Y. Historically, the S&P 500 returned around 12%/year. However, the assumption of a 12% annual rate of return for the S&P 500 may not hold over the next 20-40 years due to geopolitical factors as deglobalization unfolds. Tactical investing, such as liquidating stock holdings before a recession, may be a viable alternative to long-term passive investing, especially for those nearing retirement.