Investments

ETF Upside

Betting on Sin Stock ETFs Is Paying Off Amid Volatility

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Funds that invest in “morally questionable” industries are doing better than others amid market volatility this year.

2 min read

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OP-ED | Advisor Upside

Bonds Get a Bad Wrap. But They Thrived During Their ‘Great Depression’ of 2022.

Previous bond declines mean clients can now earn an expected return above inflation.

4 min read
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ETF Upside

Altcoin ETFs Test Demand for Anything Other Than Bitcoin

Bitcoin has been big business in the ETF market. Ether less so. What does that mean for Other Crypto Assets?

2 min read
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ETF Upside

Victory Capital Brings the Pioneer Investments Brand Back From Extinction

After an acquisition by Victory Capital, Amundi US is being renamed in honor of the longstanding fund business it acquired in 2021.

1 min read

ETF Upside

Allspring’s Latest Clones Are Active Growth, Value ETFs

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Allspring Global Investments recently added two new ETFs, following its entry to the market late last year.

2 min read

Advisor Upside

Dual-Share Classes Are Coming. Why It Matters.

Photo illustration by Connor Lin / The Daily Upside, Photos by Happyphoton, Wavebreakmedia, and Olegback via iStock

More than 50 asset managers have asked the Securities and Exchange Commission for permission to create dual share classes of mutual funds.

3 min read

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Advisor Upside

Fidelity Wins First SEC Approval to Expand Semi-transparent ETF Holdings

Fidelity can include securities beyond US stocks in semi-transparent ETFs, per an SEC order, though it must disclose the added holdings daily.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Vanguard Pushes Ahead with Another Active ETF

The firm is nearing a dozen actively managed exchange-traded funds in its lineup.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Westwood ETF Says it Pays to Be Democratic

A new fund from Westwood and TOBAM aims to limit exposure to authoritarian states including China, Russia, and Turkey.

2 min read

Advisor Upside

Are Investors Buying Tesla’s Nosedive?

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ETFs shorting Tesla have recently outperformed, while those doubling down on the company have not. The long-term numbers are another story.

2 min read

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