Let’s connect the dots as U.S. investors to see if there’s any obvious allocation decisions we can make based on the definition of core. Largely, when an investor decides to invest in a “core” passive vehicle, it’s an index ETF and when they choose an active fund, performance-chasing is often the primary driver of the fund selection.
In September 2019, I wrote “NFIB Survey Trips Economic Alarms,” Of course, it was just a few short months later the U.S. economy fell into the deepest recession since the “Great Depression.” The latest NFIB survey is sending a strong warning to investors piling into small-cap stocks.
In September 2019, I wrote “NFIB Survey Trips Economic Alarms,” Of course, it was just a few short months later the U.S. economy fell into the deepest recession since the “Great Depression.” The latest NFIB survey is sending a strong warning to investors piling into small-cap stocks.
While 2020 brought difficult times for cruise operators, airlines and restaurants, U.S. ETF sponsors shook off an early hiccup and cruised to one of the most successful years in the history of the industry. Starting the year with $4.4 trillion in assets under management (AUM), ETFs rode a wave of in-flows and a powerful stock market rally to finish the year with more than $5.4 trillion of AUM, a 23.4% increase from the end of 2019.
While 2020 brought difficult times for cruise operators, airlines and restaurants, U.S. ETF sponsors shook off an early hiccup and cruised to one of the most successful years in the history of the industry. Starting the year with $4.4 trillion in assets under management (AUM), ETFs rode a wave of in-flows and a powerful stock market rally to finish the year with more than $5.4 trillion of AUM, a 23.4% increase from the end of 2019.
It wasn’t just the Fed or the stimulus. The rise in savings among white-collar workers created a tide lifting nearly all financial assets. At MAP, we spend much of our time reading. We want to point you to our favorite articles. Here is our weekly curation of our favorite reads.
The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.
There are several powerful mega-trends happening around the world. One of these trends is happening in the financial services industry and is still a game in the early innings.
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