Patrick Thomson’s Post

Growth vs. Value: How Investors Can Win with the Right ETF Strategy In this episode of Spotlight, Stephanie Stanton @etfguide speaks with Lance McGray, Head of ETFs at Advisors Asset Management about the tug-of-war between growth and value stocks along with what higher rates for longer might mean for income focused investors. You'll learn about ETF dividend strategies for fighting rising interest rates and high inflation. Plus, you'll see how carefully positioned high dividend income in the right markets, is both achievable and sustainable. ETF tickers mentioned in this episode include 1. AAM Low Duration Preferred & Income Securities ETF (PFLD) 2. AAM S&P Developed Markets High Dividend Value ETF (DMDV) 3. AAM S&P Emerging Markets High Dividend Value ETF (EEMD) 4. AAM S&P 500 High Dividend Value ETF (SPDV)

Brand new Issue of @InnovationWatch@ETFs! Using ETF Global data and guidance. Download and read (also linked on https://nkd.in/eHEMzFmy)

Evelyn Partners' Dan Caps, CFA explains why an equal-weight approach allows you to stay exposed to US equities while avoiding overconcentration risks to the 'magnificent seven' Watch the full interview here: https://lnkd.in/e9h6DQjt In partnership with Xtrackers by DWS Group Industry Interviews is a series where ETF Stream and its partners analyse some of the key investment trends from across European ETFs #ETFs

ETFs offer many benefits. Yet, some of their costs are not well understood, disclosed, or benchmarked. For example: there is always Bid / Ask and Premium / Discount spreads when ETFs are bought and sold. How big are these costs? Why do they vary? What should investors, FAs/RIAs, and ETF sponsors need to know about such costs? How about ETF independent directors? My latest study (using ETF Global data and guidance) below - download and read (also linked on https://lnkd.in/eHEMzFmy) ETF Global Mutual Fund Directors Forum Paul Ellenbogen State Street SPDR ETFs BlackRock Vanguard Invesco US Fidelity Investments

How do you best utilise ETFs within your portfolio construction and enhance your investment performance? Exchange Traded Funds (ETFs) have revolutionized investing, offering diverse options for investors of all levels. With global ETF assets surpassing US$10 trillion, ETFs have become a cornerstone of modern portfolios. Whether you're a seasoned investor, financial advisor, or market strategist from an asset management firm, this masterclass offers invaluable insights into leveraging ETFs to enhance portfolio performance. Join us for an exclusive masterclass on Building Better Portfolios with ETFs, presented by iShares by BlackRock, the world's leading ETF provider. Key experts from BlackRock will deep dive into investor case studies to access particular exposures through ETFs. View more about the detailed lesson plan here and embark on a journey towards building better portfolios with ETFs. Register here today! https://lnkd.in/gWxSD4uG #imas #Investment #assetmanagement #IMASInvestmentConferenceandMasterclass2024 #IMASConference #ReshapingTomorrow #IndustryInsights #TechTransformation #generativeai #portfolioconstruction #portfolioperformance Andy Ng Christian Obrist Ivan Wong Sunita Subramoniam, CFA Wee Lynn Low, CFA Jenny Sofian Eleanor Seet 薛恩惠 Wijaya Elham Ian Macdonald FCA deborah ho Yee Fei Soh Sabrina Gan Prakash Kannan Sherene Ban  keng han Kwok Keat Jin Goh Lily Choh Angela Low Amanda Toh

One week to go! Don’t miss our upcoming webinar with Mark Webster from BMO Global Asset Management. On October 29, dive into the future of investing as we explore: ➤ The evolution of the ETF industry ➤ Key emerging trends shaping the market ➤ How ETFs compare to mutual funds, pooled funds, and futures/swaps This session will deepen your understanding of ETFs as strategic tools in today’s investment landscape. 📅 October 29, 2024 🕥 12:00 p.m. MT Register now to save your spot: https://lnkd.in/gibb6x4Y #ETF #InvestmentStrategy #FutureOfInvesting

ETFs have become a cornerstone of modern investment strategies with global ETF assets having surpassed $10 trillion. It's no wonder ETF Sales roles are in such high demand. But is there the supply to meet the demand? And what impact is this having on compensation? See the below for a snapshot. If you are an employer and want more ETF compensation insights then reach out to discuss. #etfs #etf #assetmanagement #investmentmanagement

What's the difference between the two graphs below? The first graph shows the cumulative fund flows and AUM of the ARK Inovation ETF since 2014, which exploded in popularity in the US ETF market, and the second graph shows the cumulative fund flows and AUM of the Vanguard S&P 500, which tracks the S&P 500, the leading US index, over the same period. Looking at these graphs, it is clear that there is a "behavioral gap" in investor behavior, and I wonder if investing in an Market index with accumulation is the most Wise investment.

Since its inception, the ETF wrapper has broken down numerous barriers for the benefit of investors. Join the industry’s leading ETF analyst, Eric Balchunas of Bloomberg, as he dives into one of the fastest-growing segments of the ETF Market. Ethan Kahn and Burke Ashenden will lend expert perspective on this lively discussion of the benefits of Defined Outcome investing and why they believe that the growth of Defined Outcome ETFs is only rounding first base. Click here to register! https://lnkd.in/eyXkjjqx #Investing #DefinedOutcome #InnovatorETFs