Key Takeaways ITUB advises long-term savers to allocate 13% of portfolios to Bitcoin.ITUB cites Bitcoin's global, decentralized nature for diversification and currency-volatility hedging.ITUB expects Bitcoin exposure via regulated vehicles like its spot ETF BITI11, not direct ownership. In a striking shift for traditional finance in Latin America, Itaú Unibanco Holding S.A. (ITUB) is now advising that savers consider holding a small allocation of Bitcoin in their investment portfolios. According to the bank ...

However, this isn’t the first time the world has seen a geopolitical shock. The global economy has weathered upheaval before — recessions, trade wars, financial crises. And while no one can predict the exact landscape ahead, investors can still build out a path — especially by focusing on assets that can hold up when uncertainty runs high.Indeed, Carney has cautioned before that Trump’s sweeping tariffs “will rupture the global economy (3).”And Canada isn’t alone in absorbing the shock. The U.S. is the worl ...

Group 1 - The focus is on income-producing asset classes such as REITs, ETFs, Preferreds, and 'Dividend Champions' that target premium dividend yields up to 10% [1][3] - iREIT®+HOYA Capital is highlighted as a premier income-focused investing service that offers sustainable portfolio income, diversification, and inflation hedging [2][3] - The investment group aims to help investors achieve dependable monthly income and provides research on various income-focused portfolios [3] Group 2 - The launch of the Nuveen Growth Opportunities ETF (NUGO) was motivated by the demand for ETFs, particularly among retired investors [3] - The group provides strategies for trading options with a focus on cash-secured puts, catering to long-only investors [3]

SCARLETT: WELCOME TO ETF IQ WE HAVE SOME BIG ECONOMIC DATA POINTS TO GET THROUGH. KATIE: LET'S GET TO THE BIGGEST STORIES RIGHT NOW. 19 TRILLION DOLLAR GLOBAL ETF INDUSTRY AND IS THE LAST FULL TRADING WEEK FOR THE YEAR WITH STOCKS WIPING OUT THEIR GAINS ON THE SESSION AS PEOPLE PREPARE FOR THAT DELAYED U.S. JOBS REPORT.SCARLETT: BLACKROCK'S JEFFREY ROSENBERG WILL HAVE HIS EYES ON THAT. KATIE: PLUS IN A MOMENT WE WILL SPEAK WITH SOMEONE FROM RBC CAPITAL MARKETS ABOUT THE VIEWS INSIDE AND OUTSIDE THE UNITED S ...

According to CoinDesk, investment bank Citi recently stated that the connection between the cryptocurrency market and traditional equity markets was once again getting closer. With volatility increasing across asset classes, bitcoin is still sensitive to market swings in equities and ether has also shown higher short-term volatility. Even though bitcoin’s volatility is below its one-year average, the crypto market has experienced multiple swings over the last little while due to broader market uncertainty. ...

Core Insights - India is gaining attention from global fund managers as a diversification option amid concerns over an AI bubble [1][3] - The consumption-driven economy of India is becoming favorable again, with equity gains primarily from banks, consumer firms, and services [2][7] - Major global tech companies, including Amazon and Microsoft, are investing significantly in India's AI infrastructure, although India lacks major pure-play AI companies [5] Group 1 - Global fund managers, including Aberdeen Group and Principal Asset Management, predict a rebound in Indian stocks next year due to low correlation with AI investments [1][3] - India's stock valuations have returned to near their five-year average, making it an attractive option for investors looking to mitigate risks associated with AI-focused equities [2][7] - The Indian economy is supported by favorable domestic policies, tax cuts, and a growth rate of 8.2% in the latest quarter, enhancing its appeal as a diversifier [3][7] Group 2 - Jefferies has identified Axis Bank, Bharti Airtel, and TVS Motor as top picks, anticipating that Indian equities will outperform if the global AI investment trend peaks [4] - The lack of major AI companies in India contrasts with China's market, which includes AI proxies and chip firms, providing different risk-return profiles for investors [6] - Investment managers believe that India's reasonable earnings expectations and domestic growth drivers present a strong backdrop for equity performance [7][8]

Core Insights - Exchange-traded funds (ETFs) are highlighted as effective tools for long-term wealth building, offering diversification, risk limitation, and potential passive income generation [1][2] Group 1: Vanguard S&P 500 ETF - The Vanguard S&P 500 ETF (VOO) is a popular choice among investors, tracking the S&P 500 index which includes around 500 large and established U.S. companies [4] - Historical analysis indicates that the S&P 500 has never experienced negative total returns over any 20-year period, making it a reliable investment during market volatility [5] - Over the past decade, the Vanguard S&P 500 ETF has achieved total returns of 239%, meaning a $5,000 investment would have grown to nearly $17,000 [8] Group 2: Vanguard Total Stock Market ETF - The Vanguard Total Stock Market ETF (VTI) offers broader diversification by encompassing 3,531 stocks from various market capitalizations and industries [9] - While it has slightly underperformed the S&P 500 ETF in the last decade, its exposure to small-cap and mid-cap stocks provides potential for growth [12][13] - The overall market has a strong track record of recovering from downturns, which applies to this ETF as well [10] Group 3: Vanguard High Dividend Yield ETF - The Vanguard High Dividend Yield ETF (VYM) focuses on dividend-paying stocks, containing 566 companies with high dividend yields, and pays quarterly dividends [15] - Reinvesting dividends can create a compounding effect, potentially leading to significant passive income over time [16] - Although it has underperformed compared to the S&P 500 and Total Stock Market ETFs, its high dividend yield offers a cushion during market downturns [18]

Group 1 - Stone Fox Capital is a Registered Investment Advisor (RIA) based in Oklahoma, led by Mark Holder, a CPA with extensive experience in investing and portfolio management [1] - Mark Holder has 30 years of investing experience, including 15 years as a portfolio manager, and leads the investing group Out Fox The Street [1] - The investing group offers stock picks, deep research, model portfolios, daily updates, real-time alerts, and community engagement for readers [1] Group 2 - The article emphasizes that the information provided is for informational purposes only and should not be considered as a solicitation to buy or sell securities [3] - It is highlighted that past performance does not guarantee future results, and no specific investment recommendations are made [4]

Core Viewpoint - Itaú Unibanco Holding SA recommends clients allocate up to 3% of their portfolios to Bitcoin as a hedge against the depreciation of the Brazilian real and to capture returns uncorrelated with domestic economic cycles [1][2][3]. Group 1: Investment Strategy - The bank suggests a Bitcoin allocation of 1% to 3% to enhance portfolio diversification without significantly increasing overall risk [2][3]. - Itaú emphasizes that Bitcoin should not be a core holding but rather a complementary asset tailored to an investor's risk profile [2][3]. Group 2: Market Context - Analysts at Itaú highlight the dual challenges of global price uncertainty and domestic currency fluctuations, necessitating a new approach to portfolio construction [2][3]. - The bank points out the relatively low correlation between Bitcoin and traditional asset classes, which can provide partial protection against currency depreciation [3][4]. Group 3: Long-term Perspective - The approach to Bitcoin investment requires moderation, discipline, and a long-term horizon, avoiding reactions to short-term price fluctuations [4][5]. - Itaú's recommendation aligns with global guidance, positioning it similarly to major US banks that suggest allocations of up to 4% for their clients [5][6]. Group 4: Asset Characteristics - The bank characterizes Bitcoin as a hybrid asset, combining high-risk elements with the qualities of a global store of value, offering resilience that fixed income cannot guarantee [6].

Brazil’s largest privately-owned asset manager, Itáu Asset Management, has recommended investors allocate 1% to 3% of their portfolios to bitcoin (BTC). In a year-end note, Renato Eid, head of beta strategies and responsible investment for Itaú Asset Management, argued that bitcoin’s lack of correlation with traditional local assets makes it a useful diversification tool. The note echoes the bitcoin allocations recommended by other major asset managers. Earlier this month, Bank of America greenlit wealt ...