CFRA Research

CFRA Research’s Investment Insights and Market Analysis Blog offers valuable perspectives on market trends and strategies tailored for financial professionals. In times of market volatility, being proactive and aligning your portfolio can make all the difference in achieving your financial goals. https://lnkd.in/e9J-3TJ2

Republicans are poised to assume a unified government—controlling the White House, House of Representatives, and Senate—at the start of 2025. This shift in political power is expected to drive significant legislative and regulatory changes that could influence financial markets, including #ETFs, across various sectors and investment themes. In this exclusive ETF and Policy crossover webinar, Trump 2.0: Policy Implications for ETF Investors, John Sonsalla, Head of Policy & Legal Research at Washington Analysis, a CFRA business, and Aniket Ullal, Senior Vice President and Head of ETF Research & Analytics at CFRA Research, will provide an in-depth analysis of the new administration's legislative priorities. They will explore potential policy changes, their impact on industries, and the resulting implications for ETF investors. Register for the webinar today.  https://lnkd.in/eJwHbbVf

CFRA Research’s Investment Insights and Market Analysis Blog offers valuable perspectives on market trends and strategies tailored for financial professionals. In times of market volatility, being proactive and aligning your portfolio can make all the difference in achieving your financial goals. https://lnkd.in/e9J-3TJ2

As the #ETF industry in the US gets closer to a calendar year record of $1 trillion in net inflows, I had the opportunity to join Schwab Network to discuss this. We leveraged CFRA Research's ETF #data & research to go ‘around the world’ of ETFs. We discussed how spot crypto, active ETFs, EM Ex-China and other categories have driven asset growth this year. I am grateful to be in an industry that is constantly evolving and innovating.

During economic uncertainty, investors often encounter difficult choices regarding asset allocation. While #equities may offer the potential for high returns, their inherent volatility and risk can leave investors exposed during turbulent periods. This is where bonds become important. In CFRA Research’s Investment Insights & Market Analysis Blog, Paul Beland, CFA, Global Head of Research- Wealth Management, explores why now is a good time to consider investing in #bonds, particularly intermediate-term U.S. Treasuries. Investing in these can help preserve #wealth and mitigate #risks associated with fluctuations in the equity market. Read the full post here. https://ow.ly/4mR850TYaQA

CFRA Research’s Investment Insights and Market Analysis Blog offers valuable perspectives on market trends and strategies tailored for financial professionals. In times of market volatility, being proactive and aligning your portfolio can make all the difference in achieving your financial goals. https://lnkd.in/e9J-3TJ2

In today’s unpredictable economic climate, financial advisors increasingly seek ways to protect their clients’ portfolios from downturns and market volatility. In CFRA Research’s Investment Insights & Market Analysis Blog, Paul Beland, CFA, Global Head of Research- Wealth Management, highlights that one effective strategy is to focus on #DefensiveStocks and #ETFs. He highlights the need to look for those in sectors like #ConsumerStaples and #HealthCare. These sectors usually do well during #EconomicSlowdowns. Understanding how to position clients in these areas can help mitigate risk while providing solid returns. Read the full blog below. https://ow.ly/wMrJ50TY9Qf

Today, BlackRock announced that it has converted an active dividend mutual fund into an ETF ($BIDD). This article by Ron Day for etf.com highlights a few interesting data trends from CFRA Research’s #ETF data platform. 1.     Though the dividend ETF space is crowded, most assets ($439b) are in US focused dividend ETFs. The Ex-US international dividend space is ‘only’ $53b in size, so it offers more opportunities for growth. 2.    The top 10 dividend focused ETFs listed in the US are all indexed, so offering an active ETF will be a differentiator. 3.    25% of all ETF flows this year have been into active ETFs, so converting an existing active fund gives Blackrock an opportunity to take advantage of this growth.  https://lnkd.in/gaJkzCzG

Did America Just Vote for Higher Prices? 💸    Between much higher deficit spending expected under a Trump administration and a potential trade war in 2025, there could be buyer’s remorse from higher prices and financing costs for consumer goods.    We believe Trump’s recent broad-based #tariff proposals will be more rhetoric than reality, but if implemented, these tariffs could have significant implications on global economic growth, interest rates, and the foreign exchange market. Adam Smith’s advocacy for free trade has never felt more relevant, especially as the global economy is finally recovering from the highest inflationary period in decades.    Why it matters: U.S. personal consumption expenditures on imported goods is over 10% of the U.S. #economy, so a blanket 10% to 20% tariff could add 1% to 2% to costs overall. More importantly, these tariffs could trigger a trade war, impacting global growth.    Bottom line: Protectionist policies have global repercussions. Are tariffs worth the cost?    Click the following link for our full blog post about the Economic Consequences of Protectionist Policies.     https://lnkd.in/eqGcJUvi