There are fears the U.S. economy could slip into a recession. So advisors and investors are revisiting the defensive attributes offered by high-quality bonds.
As active ETFs' role in the asset management landscape continues to grow, active fixed income ETFs in particular have gathered significant new interest. That has led to new launches and significant new AUM growth.
The White House's tariff efforts have spooked investors in 2025. Domestic equities are therefore faltering to start the year.
As more and more investors look to active investing, many are now turning to active ETFs for their fixed income allocations. With their flexibility, transparency, and tax efficiency, ETFs have taken the investing world by storm.
This week, the Federal Reserve and Chair Jay Powell announced a pause to rate cuts. Looking for further movement on inflation and employment data, Powell's comments pointed to a year of few cuts overall.
Revisiting your fixed income sleeve for a new year? Many investors like to kick off a new year with a refresh of their portfolios, and with 2025 only just begun, now may be the time to do so.
Last year was decent for most passive, broad-based fixed income strategies. Helped by several interest rate cuts by the Federal Reserve — the central bank's first in four years — the widely followed Bloomberg US Aggregate Bond Index gained 1.3%.
Making moves with your fixed income allocation? As investors reshuffle their portfolios, many may be looking to tax-loss harvest into ETFs.
The ALPS Smith Core Plus Bond ETF aims for above-average total return through current income and capital appreciation, investing primarily in bonds. SMTH has $968m in AUM, charges 59bps in fees, and offers a forward yield of around 4.3%, with all payouts from income. Compared to the iShares Core U.S. Aggregate Bond ETF, SMTH has higher fees but offers a higher yield and active management.
It's widely expected that the Federal Reserve will cut interest rates next month, perhaps by as much as 50 basis points. That would potentially provide a much needed positive jolt to bonds and fixed income ETFs.
Rate cuts are approaching faster and faster on the horizon, with this week's cool CPI print adding fuel to the fire. With the potential for imminent rate cuts growing, investors might want to revisit their fixed income holdings.
Many investors are very familiar now with the rise of active ETFs. Active strategies have made a big leap forward over the last few years, taking in significant flows relative to their smaller AUM as a segment of ETFs as a category.