Auour Investments: Silicon Valley Bank: When Success Fails

A Nudists’ Beach? Warren Buffett famously said, “Only when the tide goes out do you learn who has been swimming naked,” which seems appropriate right now. With the period of easy and plentiful money in the rearview mirror, we see cracks within some banks agitating the investment markets. At first, it was one bank tied [...] The post Auour Investments:...

6h

China Pops and KraneShares ETFs Benefit  

While recent top 10 performing ETFs of the past few weeks have been dominated by strategies in crypto or tied specifically to volatility, this week, it’s China’s turn. The massive East Asian economy was the focus of about half of the top ten performing ETFs of the last week, excluding leveraged strategies, with KraneShares ETFs [...] The post China...

6h

Todd Rosenbluth Talks Ultra-Short ETFs, Active Management, and ESG on Bloomberg’s “ETF IQ”

In the latest episode of “Bloomberg’s ETF IQ,” Bloomberg’s Matt Miller, Katie Greifeld, and Eric Balchunas spoke with VettaFi’s head of research Todd Rosenbluth, and BNY Mellon Investment Management’s Stephanie Pierce about the latest in the banking sector. The Rise of Ultra-Short ETFs Following the banking crisis spurred by the sudden collapse of Silicon...

6h

Model Portfolios for Clients: Finding the Right Fit

Model portfolios can be powerful tools — leveraging research, market insights, and years of experience, these asset manager-crafted offerings save time for advisors to focus on clients. But how should advisors break into the world of model portfolios for clients — and which clients might be most open to working with an advisor to use [...] The post...

10h

The Investment Case for the Energy Transition Portfolio

The energy transition portfolio is an attractive investment opportunity as it capitalizes on both sides of the transition. As traditional energy sources and infrastructure are poised to continue to play a role in the energy transition in the coming decades, investors can maximize their exposure with the energy transition portfolio, comprising the Alerian...

10h

Add More Duration to Your Portfolio

Amid the Federal Reserve’s interest rate-hiking campaign that it kicked off in 2022, many advisors have turned to cash and cash equivalents bonds. Since cash and short-duration securities are less sensitive to interest rate increases, the strategy has worked so far. However, what worked in the past may not work so well again in the [...] The post Add...

10h

With Volatility Rising, Consider Low Volatility ETF LVOL

Volatility took center stage last week, with increasing investor interest in strategies enabling investors to express a view on a market beset by a simmering bank crisis and, of course, the Fed’s ongoing war on inflation. That said, not all investors want to ride a leveraged or short strategy tied to the Chicago Board Options [...] The post With Volatility...

10h

Inflation Hasn’t Cooled Yet — Client Portfolios May Need an Inflation Hedge

While the latest inflation report showed consumer price gains modestly eased in February, we believe it’s still too early to leave client portfolios without an inflation hedge. While consumer price gains eased on a 12-month basis, increasing 6% in February from 6.4% in January, the one-month change in core prices paints a less rosy picture. [...] The...

10h

As Bank Stocks Rally, Check Out RYF

The financials sector rallied in trading on Monday, led by U.S. regional bank stocks surging on efforts to stabilize the banking sector. U.S. regional bank stocks jumped in early trading Monday as investors celebrated news from the Federal Deposit Insurance Corp, which announced First Citizens is purchasing the remaining assets, deposits, and loans...

10h

Banks Rebound (But Doubt Remains)

Banks like First Citizens and First Republic Bank saw their shares rebound on Monday morning two weeks after the largest U.S. banking collapse since the global financial crisis. But some are saying we aren’t out of the woods yet. First Citizens announced on Monday that it agreed to buy Silicon Valley Bank’s deposits and loans [...] The post Banks Rebound...

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