Morningstar

Advisor Upside

Managed Futures Are Having a Moment

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Flows are up and returns for some funds are nearing 20% this year as investors look for diversification.

2 min read

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Advisor Upside

Investors Take a CLOser Look at CLO ETFs

ETFs tied to collateralized loan obligations took in a record $3.3 billion in September, bringing yearly flows up to $18 billion.

2 min read
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Advisor Upside

It’s Complicated: Issues with Private Assets Aren’t Deterring Advisors

Advisors increasingly offer private market assets to clients, despite having more concerns about them than ever.

2 min read
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Advisor Upside

Decisions, Decisions: How Does One Pick an ETF?

When advisors venture beyond the biggest and most established funds, how do they decide which ETFs deserve a closer look?

2 min read

Advisor Upside

AI Trade’s Breadth Buoys Strategies That ‘Calibrate’ Exposure

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With equity concentration at historic highs, alts can help manage risk and calibrate AI exposure, advisors said.

2 min read

Advisor Upside

Vanguard’s New Custom Model Portfolios Hope to Prove One Size Doesn’t Fit All

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Vanguard will now let advisors tailor certain models to their specific values and tax preferences.

1 min read

Advisor Upside

Morningstar to Launch Public-Private Model Portfolios With Funds From Apollo, Franklin Templeton, JPMorgan

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The six portfolios will be made of ETFs and interval funds managed by Apollo, Franklin Tempelton and JPMorgan.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Tohamina/Freepik, Rodworks/iStock, and Banphote Kamolsanei/iStock

Advisor Upside

Diversification Is Better than a Free Lunch

Owning a broad basket of investments may be the only way to reduce a portfolio’s risk, without simultaneously reducing its expected returns.

3 min read
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Advisor Upside

How Advisors Plan on Exposing Clients to SpaceX

Everyone wants a piece of the action. What’s the best way to invest in the Elon Musk-led company?

2 min read
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Advisor Upside

Buffer ETFs the Real Winners in Active Management, Goldman Says

Instead of replacing core equity exposure, buffer funds may work better as substitutes for part of a portfolio’s fixed-income allocation.

2 min read

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