Home Logon FTA Investment Managers Blog Subscribe About Us Contact Us

Search by Ticker, Keyword or CUSIP       
 
 
 
Blog Home
 

  Bob Stein - Election Countdown: Assessing the Odds and Outcomes
Posted Under: Podcast

Bob Stein — As Election Day looms, Bob analyzes the probabilities of different election scenarios. Additionally, we explore how tariffs and other tax policies might affect the economy, discuss the implications of government spending, and consider if advancements in AI might pave the way for universal basic income initiatives.


 
Posted on Monday, October 28, 2024 @ 8:44 AM • Post Link Print this post Printer Friendly
  Bill Housey – Why Have Longer-Term Interest Rates Increased Since the Fed Began Cutting Rates?
Posted Under: Podcast

 

Bill Housey discusses recent dynamics in the bond market, including why longer-term interest rates have increased since the Fed began cutting rates, where we are in the economic cycle, and implications for fixed income investors.

Posted on Monday, October 14, 2024 @ 9:50 AM • Post Link Print this post Printer Friendly
  Investing in the Return of American Industry
Posted Under: ETFs
Supporting Image for Blog Post

 

A renaissance of American industry is underway, in our opinion, arising from elevated risks to global supply chains, increased trade protectionism, and U.S. industrial policies offering substantial incentives to shift manufacturing onshore. While small- and mid-capitalization (“cap”) U.S. industrial stocks have performed relatively well recently, we view U.S. reindustrialization as a largely untapped secular growth opportunity that may continue to flourish over the next decade. Below, we unpack several key drivers for the return of American manufacturing, followed by a brief discussion of why we believe the First Trust RBA American Industrial Renaissance® ETF (AIRR) is well-positioned to benefit.

To continue reading, click here

Posted on Monday, October 14, 2024 @ 8:48 AM • Post Link Print this post Printer Friendly
  ETF Data Watch: Asset Flows Monitor October 2024 Edition
Posted Under: ETFs
Supporting Image for Blog Post

 
  • Net inflows for US-listed ETFs totaled $87.3 billion in September, bringing total ETF assets under management to $9.83 trillion.

  • Equity ETFs had net inflows totaling $52.7 billion in September, bringing trailing 12-months (TTM) net inflows to $637.2 billion. Active equity ETFs accounted for $12.0 billion in net inflows in September, compared to $40.6 billion in net inflows for passive equity ETFs. Total AUM in actively managed equity ETFs was $479.2 billion, accounting for 6.1% of all equity ETF assets ($7.82 trillion), as of 9/30/24.

  • Fixed income ETFs had net inflows totaling $30.4 billion in September, bringing TTM net inflows to $289.0 billion. Active fixed income ETFs accounted for $13.0 billion in net inflows in September, compared to $17.3 billion in net inflows for passive fixed income ETFs. Total AUM in actively managed fixed income ETFs were $253.8 billion, accounting for 14.4% of all fixed income ETF assets ($1.77 trillion), as of 9/30/24.

  • Commodities ETFs had net inflows totaling $1.5 billion in September, bringing TTM net outflows to $1.3 billion. Precious metals ETFs (+$1.3 billion) was the strongest commodity sub-category in September.


To continue reading, click here.

Posted on Monday, October 7, 2024 @ 3:30 PM • Post Link Print this post Printer Friendly
  Market Minute - October 2024
Posted Under: Market Minute

The S&P 500 Index (index) looks significantly different today than it did 10 years ago. This is not your grandparents’ index. This is not your parents’ index either. Actually, it’s not even your older siblings’ index! What a difference 10 years can make!

Click here to read entire piece.

Posted on Friday, October 4, 2024 @ 2:09 PM • Post Link Print this post Printer Friendly
  Dave McGarel—Broadening Markets and Factor Investing: Opportunities Amid Fed Rate Cuts
Posted Under: Podcast

 

Dave McGarel provides insights on what sort of stocks are poised for long-term outperformance in light of Fed rate cuts, valuation gaps, and factor analysis.

Posted on Monday, September 30, 2024 @ 12:02 PM • Post Link Print this post Printer Friendly
  Bob Carey - Risks and Opportunities for Stocks When Interest Rates Decline
Posted Under: Podcast

 

Ryan talks with Bob Carey about the implications of a falling interest rate environment for equity markets.

Posted on Wednesday, September 18, 2024 @ 10:56 AM • Post Link Print this post Printer Friendly
  ETF Data Watch: Asset Flows Monitor September 2024 Edition
Posted Under: ETFs
Supporting Image for Blog Post

 
  • Net inflows for US-listed ETFs totaled $71.9 billion in August, bringing total ETF assets under management to $9.53 trillion.

  • Equity ETFs had net inflows totaling $36.1 billion in August, bringing trailing 12-months (TTM) net inflows to $612.6 billion. Active equity ETFs accounted for $11.5 billion in net inflows in August, compared to $24.6 billion in net inflows for passive equity ETFs. Total AUM in actively managed equity ETFs was $454.6 billion, accounting for 6.0% of all equity ETF assets ($7.58 trillion), as of 8/31/24.

  • Fixed income ETFs had net inflows totaling $32.9 billion in August, bringing TTM net inflows to $268.1 billion. Active fixed income ETFs accounted for $7.4 billion in net inflows in August, compared to $25.5 billion in net inflows for passive fixed income ETFs. Total AUM in actively managed fixed income ETFs were $237.3 billion, accounting for 13.8% of all fixed income ETF assets ($1.72 trillion), as of 8/31/24.

  • Commodities ETFs had net inflows totaling $0.4 billion in August, bringing TTM net outflows to $4.6 billion. Precious metals ETFs (+$1.0 billion) was the strongest commodity sub-category in August.

To continue reading, click here.

Posted on Thursday, September 5, 2024 @ 3:15 PM • Post Link Print this post Printer Friendly
  Market Minute - September 2024
Posted Under: Market Minute

Here come the interest rate cuts. Finally! Today, futures markets are pricing the odds of a 25 basis point September rate cut at 100% (in fact they are pricing in a roughly 25% chance of 50bps). Additionally, Federal Reserve(Fed) Chair Jerome Powell all but guaranteed the Fed would begin loosening monetary policy during his recent speech in Jackson Hole. Does this materially change our outlook and where we see opportunities going forward? Not really.

Click here to read entire piece.

Posted on Wednesday, September 4, 2024 @ 2:25 PM • Post Link Print this post Printer Friendly
  Brian Comiskey—Cybersecurity, Cloud Computing, AI/Robotics, and the New Era Of Digital Coexistence
Posted Under: Podcast

 

Brian Comiskey, Senior Director at the Consumer Technology Association, joins the podcast to discuss how recent trends in technology are reshaping the spending priorities of businesses, consumers, and governments around the world.

Posted on Tuesday, September 3, 2024 @ 7:59 AM • Post Link Print this post Printer Friendly

These posts were prepared by First Trust Advisors L.P., and reflect the current opinion of the authors. They are based upon sources and data believed to be accurate and reliable. Opinions and forward looking statements expressed are subject to change without notice. This information does not constitute a solicitation or an offer to buy or sell any security.
Search Posts


 PREVIOUS POSTS
A Potential Cure for Economic Uncertainty
Bob Stein - Updated Odds and Scenarios for a Reset Presidential Race
Market Minute - August 2024
ETF Data Watch: Asset Flows Monitor August 2024 Edition
New Vectors of Electricity Demand Add Urgency for Power Grid Expansion and Modernization
Chris Jeppesen—Should Financial Professionals Feel Threatened or Empowered by AI?
Key Insights from the First Half of 2024
ETF Data Watch: Asset Flows Monitor July 2024 Edition
Market Minute - July 2024
What’s Behind the Growth in Buffered ETFs?
Archive
Skip Navigation Links.
Search by Topic
Skip Navigation Links.

 
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
Follow First Trust:  
First Trust Portfolios L.P.  Member SIPC and FINRA. (Form CRS)   •  First Trust Advisors L.P. (Form CRS)
Home |  Important Legal Information |  Privacy Policy |  California Privacy Policy |  Business Continuity Plan |  FINRA BrokerCheck
Copyright © 2024 All rights reserved.