Core Insights - The popularity of ETFs is surging, with over $138 billion inflows in September alone, marking the largest monthly inflow this year [1][2] - Year-to-date, more than $930 billion has flowed into ETFs, with projections suggesting total inflows could reach a record $1.35 trillion by year-end [2][10] ETF Inflows and Popularity - ETFs linked to the S&P 500 are leading in asset inflows, with the iShares Core S&P 500 ETF (IVV) attracting $18.9 billion in September [3][4] - Other notable S&P 500 ETFs include the Vanguard S&P 500 ETF (VOO) with $4.4 billion and the iShares S&P 100 ETF (OEF) with $4.3 billion in September [4] Bond and Alternative ETFs - Bond ETFs are gaining traction, with over $39 billion inflows in September; the iShares 0-3 Month Treasury Bond ETF (SGOV) attracted $28.2 billion year-to-date [5][6] - Gold and Bitcoin ETFs are also popular, with SPDR Gold Shares (GLD) bringing in $4.2 billion in September and iShares Bitcoin Trust ETF (IBIT) attracting $23.5 billion year-to-date [6][7] Active ETFs - Active ETFs are seeing increased interest, with nearly 40% of net inflows this year, as investors seek higher returns and manage risks [9][10] - Notable active ETFs include iShares AI Innovation and Tech Active ETF (BAI) and iShares U.S. Equity Factor Rotation Active (DYNF), each gaining approximately $3.3 billion in September [8] Future Outlook - The momentum for ETFs is expected to continue, with potential for even stronger inflows in 2026 due to the upcoming launch of ETF share classes for mutual funds [10]

Core Insights - Jennifer Krevitt has been appointed as Chief Human Resources Officer at Hightower Advisors, focusing on talent strategy, leadership development, and organizational transformation across the firm [1] - Krevitt brings extensive experience from her previous roles, particularly at Invesco Ltd., where she was Senior Managing Director and CHRO, contributing to strategic priorities on a global scale [4] Background and Experience - Krevitt has a unique background, starting with a degree in Economics and Mathematics, and initially working in financial services before transitioning to law [5][6] - After practicing law for five years, she shifted to Human Resources at Goldman Sachs, where her strategic skills were further developed [7] Leadership Philosophy - Krevitt emphasizes the importance of staying close to the business, engaging in analysis, and building trust to drive organizational success [8] - She believes HR plays a critical role in protecting the firm, powering strategy, unlocking talent, and fostering a culture of accountability and excellence [10][12] HR's Strategic Role - HR must demonstrate its value through data-driven insights and execution excellence, aligning itself with the strategic goals of the organization [12] - The ability to create a workplace where employees feel heard and respected is essential for performance and culture [11] Advice for Future Professionals - Krevitt advocates for leadership at all levels, encouraging individuals to understand organizational goals and strategy, engage in analysis, and build trust [13]

Core Insights - The current government shutdown in Washington has not significantly impacted the market, as investors remain focused on the strong performance of tech and AI stocks [1] - Long-term investment strategies should remain unchanged despite political events, with dollar-cost averaging recommended as an effective wealth-building method [2] Investment Opportunities - The Invesco QQQ Trust (NASDAQ: QQQ) is highlighted as a strong investment option, tracking the Nasdaq-100, which consists of the largest non-financial companies [5] - The Invesco QQQ Trust has over 60% of its assets in tech stocks, achieving over 536% total returns in the past decade, averaging about 20.3% annually, significantly outperforming the S&P 500 [6] - The Vanguard Growth ETF (NYSEMKT: VUG) is another recommended option, focusing on the growth segment of the S&P 500, heavily investing in technology and AI-driven companies [7] - The Global X Artificial Intelligence & Technology ETF is also mentioned as it includes top non-U.S. AI stocks, providing further diversification in AI investments [8]

Shares of Invesco Ltd. (NYSE: IVZ ) has delivered a total return of 106% since my previous piece, Invesco Performance Has Stabilized: Time To Buy , was published on October 26, 2023. Comparably, over the same time period, theAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in IVZ over the next 72 hours. I wrote th ...

Core Insights - Emerging-market stocks have achieved their longest winning streak since 2004, with nine consecutive months of gains driven by strong demand for Asian technology shares and increasing inflows [1][2] - The iShares MSCI Emerging Markets ETF (EEM) has gained 29.5% year-to-date and 8.1% in the past month, outperforming the S&P 500's 14.5% year-to-date gains and 4% monthly increase [2] Valuation and Performance - Emerging markets are currently undervalued, with EEM's 36-month P/E at 16.33X compared to 19.25X for Invesco S&P 500 Equal Weight ETF (RSP) and 24.43X for SPDR S&P 500 ETF (SPY) [3] - Several emerging market ETFs have shown strong performance, with low P/E ratios and significant market values, indicating potential investment opportunities [8] Economic Factors - A weak dollar, Federal Reserve rate cuts, and a rally in Chinese tech shares are contributing to the positive performance of emerging market stocks [2][4] - Declines in consumer-price growth across developing nations, including deflation in China, have reduced the need for rate hikes, further supporting emerging market growth [5] Technology Sector - Asian technology stocks are experiencing a surge due to optimism surrounding AI innovation, with Chinese equities still having room for growth as global investors remain under-invested [6][7] - China's significant investments in AI and the "AI Plus" plan are expected to bolster the technology sector, with Chinese tech stocks being cheaper than their U.S. counterparts [7] ETF Highlights - iShares Emerging Markets Dividend ETF (DVYE) has a 36-month P/E of 8.30X and a year-to-date performance of 20% with a market value of $939.1 million [9] - Cambria Emerging Shareholder Yield ETF (EYLD) has a 36-month P/E of 8.97X and a year-to-date performance of 21.5% with a market value of $569.0 million [10] - Schwab Fundamental Emerging Markets Equity ETF (FNDE) has a 36-month P/E of 9.99X and a year-to-date performance of 25.1% with a market value of $7.77 billion [10]

Core Insights - Invesco American Franchise Fund, managed by Ron Zibelli, focuses on U.S. stocks that exhibit strong growth potential and market leadership, aiming to capture the benefits of compounding returns [1][3][4] - The fund has consistently outperformed the S&P 500 over various time frames, including a 14.14% gain in 2024 compared to the S&P 500's 13.98% [2] Investment Strategy - The fund seeks to identify "franchise" or "star" stocks that can deliver durable, above-average growth, avoiding companies that are one-hit wonders [3][4] - Key traits of successful companies include strong management teams, leading market positions, and superior products or business models [4] Portfolio Composition - The fund includes well-known stocks such as Nvidia, Microsoft, Amazon, Meta Platforms, Apple, Netflix, and Alphabet, while also focusing on midcap stocks where more value can be added through research [8][9] - The portfolio is structured around themes, with current focuses on artificial intelligence (AI) and a U.S. industrial renaissance driven by federal investment and innovation [10][15] Market Trends - The fund identifies patterns and trends in the economy that support growth, including a resurgence in merger and acquisition activity and IPOs following a recessionary period [17] - A significant increase in M&A activity of approximately 30% is noted, alongside a recovery in IPOs, indicating a favorable environment for capital markets-oriented companies [17] Sell Discipline - The fund employs a strict sell discipline, focusing on relative growth prospects and replacing underperforming stocks with those that have better outlooks [18] - The philosophy emphasizes selling losers quickly while allowing winners to run, maintaining a robust opportunity set in the current economy [18] Market Outlook - Zibelli believes the current market conditions do not indicate a bubble, citing strong fundamental support for company valuations, including revenue growth and cash flows [19][20] - Valuations are at the high end of historical averages but are justified by a resilient economy and ongoing technological innovation [20]

Core Insights - The analysis indicates that nearly 12 equity mutual funds have delivered over 30% returns since last Dussehra, with a total of around 631 equity and equity-oriented funds evaluated [16] - The top 49 funds identified were international funds, showcasing their superior performance compared to domestic offerings [16] Fund Performance - Mirae Asset NYSE FANG+ ETF FoF achieved the highest return of approximately 73.48% since last Dussehra, followed by Invesco India – Invesco Global Consumer Trends FoF with a return of 62.84% since October 12, 2024 [16] - Other notable performers include Mirae Asset S&P 500 Top 50 ETF FoF (52.74%), Nippon India Taiwan Equity Fund (40.81%), and ICICI Prudential Strategic Metal and Energy Equity FoF (39.06%) [16] - Additional funds from Mirae Asset Mutual Fund, such as Mirae Asset Hang Seng TECH ETF FoF (38.63%) and Mirae Asset Global X Artificial Intelligence & Technology ETF FoF (36.94%), also made the list [16] Returns Below 30% - Edelweiss US Technology Equity FoF delivered a return of 34.35%, while Motilal Oswal Nasdaq 100 FoF returned 33.21% [16] - Other funds like Edelweiss Gr China Equity Off-Shore Fund (31.51%) and DSP World Mining Overseas Equity Omni FoF (31.11%) also performed well since October 12, 2024 [16] - Axis Greater China Equity FoF and Edelweiss Europe Dynamic Equity Off-shore Fund returned 29.08% and 28.44%, respectively [16] Lower Performing Funds - Motilal Oswal S&P 500 Index Fund offered a return of 21.09%, while Edelweiss ASEAN Equity Off-Shore Fund and Axis US Specific Treasury Dynamic Debt Passive FoF both delivered 10% [16] - HDFC Defence Fund, the only actively managed fund in the defence sector, returned 8.77% [8] - Several funds recorded negative returns, with Samco Flexi Cap Fund facing the steepest loss at -20.24% [10] Overall Fund Analysis - The analysis covered all equity and equity-oriented funds, including sectoral, thematic, and equity-oriented hybrid funds, focusing on regular growth options [13]

Group 1 - The market's third quarter winners provide a roadmap for the final stretch of the year, with many fund managers likely to invest in these stocks to showcase strong performance to clients [2] - AppLovin, a mobile ad tech company, led the gains with a 105% increase in stock price during Q3, attracting attention from institutional investors [2] - Western Digital and Seagate saw significant gains of 87% and 63% respectively, driven by increased demand for data storage due to the AI boom [3] Group 2 - Warner Bros. Discovery surged 70% due to balance sheet improvements and speculation of a potential takeover from Paramount Skydance [3] - Teradyne and Intel also performed well, with gains of 53% and nearly 50% respectively, attributed to strategic moves and leadership changes [3] - Invesco, the asset manager, experienced a 45% gain, reflecting strong overall market performance [4] Group 3 - Cramer expressed skepticism about Q3's underperformers, suggesting limited potential for recovery, with Chipotle being the only candidate for a possible reversal [4] - Other sectors such as managed care, cable, used cars, and Invisalign braces were advised against for investment [4]

Ivy Portfolio Overview - The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale, constructed with 5 ETFs to achieve diversification and reduce risk [2][5] - The portfolio consists of domestic stocks, international stocks, bonds, real estate, and commodities [10] Ivy Portfolio Strategy - The strategy involves creating a diversified portfolio with equal weight across major asset classes, calculating a 10-month moving average of closing prices, and adjusting positions based on whether funds close above or below their moving averages [3][5] - At the end of September, all five ETFs in the Ivy Portfolio remained in an "invest" position, as none closed below their 10-month or 12-month simple moving averages [5][7] S&P 500 Performance - The S&P 500 closed September with a monthly gain of 3.5%, marking the fifth consecutive month of gains, and closed 10.3% above its 10-month simple moving average [8][10] - The index also closed 10.9% above its 12-month simple moving average, indicating a strong performance and maintaining an "invest" position [12] Moving Averages Strategy - Utilizing a moving average strategy can effectively manage the risk of severe losses during bear markets, with the S&P 500's performance since 1995 demonstrating the strategy's effectiveness in capturing upside while reducing losses [9][10] - The 10-month exponential moving average (EMA) has produced fewer whipsaws compared to the simple moving average, closing 9.2% above its 10-month EMA in September [13] Conclusion - All three moving average approaches (10-month SMA, 12-month SMA, and 10-month EMA) remained in an "invest" position at the end of September, reflecting a positive market trend [14]

Accessibility StatementSkip Navigation ATLANTA, Oct. 1, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) will release its third quarter 2025 results on Tuesday, October 28. The earnings release and presentation materials are scheduled to be released and posted to the Investor Relations section of the Company's website, www.invesco.com/corporate, at approximately 7 a.m. ET. A conference call to discuss Invesco's results will be held at 9 a.m. ET on that day; the live audio webcast and replay can be accessed thr ...