Investing Strategies

ETF Upside

Why Emerging Markets ETFs Are Shying Away From China

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Nearly a dozen ex-China funds have launched since 2023.

2 min read

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ETF Upside

Latest 351 Exchange Trick? A $150,000 Minimum

Investors who want in on Alpha Architect’s next 351 exchange ETF no longer need at least $1 million — as long as their account is at Charles Schwab.

2 min read
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ETF Upside

Goldman’s New Fund Designed for PE Returns, Sans the PE

The Goldman Sachs MSCI World Private Equity Return Tracker ETF does its best to replicate PE performance with publicly traded stocks.

2 min read
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ETF Upside

New CLO ETFs Launch Amid Bankruptcy-Sparked Pullback

Banks are writing off hundreds of millions of dollars in loan defaults, and the wind down in CLO trading may not be a bad thing.

2 min read

ETF Upside

What’s the Difference Between 351 Exchanges and Exchange Funds?

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Either one of these popular tax-advantaged strategies can help clients diversify and defer tax bills, but they can be complex as well as costly.

4 min read

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ETF Upside

Betting Big on Leveraged ETFs

Even with the lights out at the SEC, it’s unlikely that ETF issuers seeking 3x and 5x funds will sail through the approval process.

2 min read
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ETF Upside

3 Ways to Build an Inflation-Adjusted Pension. Yes, There’s Even an ETF for That

No one knows the future, but high inflation could make some investments virtually worthless.

4 min read
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ETF Upside

Are Leveraged ETFs to Blame for Selloffs? JPM Says Yes

Analysts from JPMorgan on Monday wrote that levered ETFs might worsen macro swings by increasing intraday volatility.

2 min read

ETF Upside

International ETFs Are Up 30% This Year

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Categories outside of the US are seeing double the returns of the S&P 500, despite high tariffs imposed by the Trump administration.

2 min read

ETF Upside

Why Hedge Funds Are Launching Their Own ETFs

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Man Group is the latest to join the ETF bonanza, and it’s far from alone.

2 min read

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