Why Your ETF Portfolio Might Be Over-Handled
This episode of ETF Zoo covers everything from the deluge of flows into Treasury Bill ETFs to taking another swing at a night trading ETF, this time with bitcoin. Don't miss this discussion of the latest hot topics in ETFs.
Welcome to ETF Zoo, where we check in on the latest happenings in the wild world of ETFs. This week's conversation covers the growing momentum of active management in ETFs, the trend towards thematic – and niche – investing across sectors, the concerns of illiquid assets in ETFs, the future of ETF shareclasses, and the results of the "Sell America" trade.
Host Dave Nadig, President and Director of Research at ETF.com is joined this week by Ben Johnson, CFA, Head of Client Solutions, Asset Management at Morningstar; Tony Dong, MSc, CETF, Founder and Owner of ETF Portfolio Blueprint; and Todd Sohn, Senior ETF & Technical Strategist, Strategas Securities.
This podcast is available to listen to on Spotify and Apple Podcasts. If you prefer to watch the full video recording, you can find that here or on our YouTube channel.
Top Takeaways from this conversation include:
- Investors continue to clamor for income, particularly from Treasury bills.
- Active management in ETFs is gaining traction, especially in fixed income.
- There is a notable trend towards thematic investing in various sectors.
- Innovations in leveraged ETFs are pushing the boundaries of traditional investment strategies.
- Multi-asset solutions are becoming less appealing to retail investors.
- Illiquid assets in ETFs raise questions about transparency and investor understanding.
- Night trading ETFs fizzled before but will this time be different?
- The future of share classes in ETFs remains uncertain, with mixed interest from the market.
- The 'Sell America' trade has prompted a reassessment of asset allocation among investors.
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