ETF Edge

It’s been 20 years since the first gold ETF, the GLD, revolutionized commodity investing. It return on investment since then has been nothing short of “brilliant” but what could the next 20 years hold?     

The ETF industry saw massive inflows immediately after Trump won the Presidency. But will the first winners be the longest-term winners? Or, are there still unrecognized opportunities… and risks?       

More than 500 new ETFS have come to market this year with yet more in the works. Among them: repackaging of good old-fashioned “pair trades”.  Which will be the big winners by year’s end?       

The investing consensus pendulum is swinging from super concentration back to diversification. Now, new funds are looking to hold on to Mag 7 dominance but spread the love – and risk – out a bit more.        

Worried about portfolio overconcentration in tech? What about the other 493 stocks in the S&P 500? Now, there’s a new ETF for that, too.           

As a group, small caps are supposed to outperform over the long run. But it’s a been a very long time since that’s happened. New active funds are looking to weed out the winners.          

Two new approaches – one hyper-local and the other hyper-specific – attempt to navigated the pitfalls of generic investment in China.          

As active management and income-seeking come together more tightly, “preferred” stocks and energy MLPs are sitting at the nexus.          

What could new experiments in asset “tokenization” portend for an ETF industry that’s riding high? Plus, assessing post-fed market strengths here… and abroad.    

We’re two days away from one of the most consequential Fed meetings in recent years. Will the market get a half-point cut or only 25 basis points? We’ll look at the latest odds and what it means for investors. Plus, Brown Harris Stevens CEO Bess Freedman joins us ahead of the decision with what it will mean for the housing market. And the Dean of Valuation, NYU Professor Aswath Damodaran, is here with his take on Apple and the three companies facing life cycle challenges.