Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

On this episode of the "ETF of the Week†podcast, VettaFi's Head of Research, Todd Rosenbluth, discussed the Avantis U.S. Small Cap Value ETF (AVUV) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF. Chuck Jaffe: One fund, on point for today. The expert to talk about it. This is the ETF of the Week! Welcome to the ETF of the Week, where we get the latest take from Todd Rosenbluth, the head of research at VettaFi. And if y ...

Core Insights - Record demand and new launches have characterized a strong year for fixed income in 2025, with expectations for continued growth into 2026 as the Federal Reserve eases monetary policy [1] - The recent rate-cutting cycle suggests that investors should optimize their portfolios for income extraction, with active management being a key strategy [2] Active vs. Passive Management - Active ETFs provide flexibility compared to passive ETFs, allowing portfolio managers to adjust holdings based on market conditions, making them suitable for various investment objectives [3] - Active management is particularly beneficial in the complex bond market, enabling tailored strategies for core exposure and maximum income [3] Investment Options - Vanguard offers two core exposure options: the Vanguard Core-Plus Bond ETF (VPLS) and the Vanguard Core Tax-Exempt Bond ETF (VCRM), which provide diverse exposure to U.S. Treasuries, mortgage-backed securities, and municipal debt [4][5] - The Vanguard High-Yield Active ETF (VGHY) is introduced as a high-yield muni solution, allowing investors to access high yields without resorting to risky corporate bonds [6][7] Fund Characteristics - VGHY is noted for its active strategy in the high-yield muni market, addressing the complexities and risks associated with municipal bonds [7] - All mentioned active funds feature low expense ratios and are supported by the Vanguard Fixed Income Group, which has expertise in navigating bond markets [7]

Tortoise Capital Advisors is doubling down on nuclear energy with the launch of the Tortoise Nuclear Renaissance ETF (NYSE:TNUK), an actively managed fund aimed at capturing what the firm sees as a durable, execution-driven shift in global power markets. • What’s going on with TNUK?The timing, according to Matt Sallee, executive vice president and head of investments at Tortoise Capital, is anything but coincidental. He points to a series of concrete policy and demand-side developments that have transformed ...

Core Insights - The fixed income market is complex and influenced by various factors such as interest rate policy, tariffs, and geopolitical tensions, making active management essential [2] - MFS Investment Management utilizes the expertise of its portfolio managers to navigate the intricacies of the fixed income market [3] Active Management Approach - MFS employs a diverse range of fixed income solutions that focus on intentional and prudent risk budgeting and allocation [4] - The firm's structured approach involves intensive communication and information sharing among specialized portfolio management, research, and trading teams [5] Investment Options - MFS offers active alternatives in fixed income, notably the MFS Active Core Plus Bond ETF (MFSB) and the MFS Active Intermediate Muni Bond ETF (MFSM) [6] - MFSB employs a primarily investment-grade bond strategy that integrates macro, bottom-up, and technical perspectives for value addition [7] - MFSM focuses on exploiting inefficiencies in municipal credit markets through active sector, quality, and security selection, benefiting from federal tax-free income and strong fundamentals [8] Cost Efficiency - Both MFSB and MFSM feature cost-effective expense ratios of 34 basis points [9]

Core Insights - The MFS Market Insights team suggests that mid-cap ETFs present attractive investment opportunities, particularly in the current market environment [1][2]. Market Conditions - Favorable conditions for small- and mid-cap equities include Federal Reserve rate cuts, reduced tariff headwinds, deregulation, and looser fiscal policy [2]. - Mid-cap equities are highlighted as having a stronger opportunity set compared to small-cap equities at this time [2]. Investment Preferences - The MFS team prefers mid-cap stocks over small-caps due to their more attractive valuations, better access to capital, and superior profitability [3]. - Mid-caps are expected to benefit significantly from deregulation, as they face a higher regulatory burden than both small and large-cap stocks [3]. Active Management Strategy - Given the volatile and headline-driven nature of factors affecting mid-caps, an actively managed approach is recommended for mid-cap exposure [3]. - Actively managed funds provide more flexibility and leverage the expertise of experienced portfolio teams [3]. Fund Highlight - The MFS Active Mid Cap ETF (MMID) is designed to enhance exposure to mid-caps through active management, focusing on quality and franchise durability [4]. - The fund employs various metrics for security selection, with a strong emphasis on cash flow-based methodologies to identify stocks with higher growth potential [5]. Overall Strategy - The strategy combines the benefits of active management with a flexible approach to identify compelling mid-cap investment opportunities [6]. - In a market where mid-caps may outperform, funds like MMID could significantly impact investment portfolios [6].

The exchange-traded fund industry is having a record year with assets already hitting over $1 trillion+ and active managers are driving a big part of that growth.  "Third-quarter activity confirmed what we’ve seen building over the past several years: Active ETFs continue to drive innovation and flows," wrote Dan Aronson, Managing Director, ETF Client Product Specialist Group, in Janus Henderson’s ‘ETF Pulse’ through the 3Q.Active managers can be part of the decision-making in which stocks to include using ...

The exchange-traded fund industry is having a record year, with assets already hitting over $1 trillion, and active managers are driving a big part of that growth. "Third-quarter activity confirmed what we’ve seen building over the past several years: Active ETFs continue to drive innovation and flows," wrote Dan Aronson, managing director, ETF client product specialist group, in Janus Henderson’s "ETF Pulse" through the third quarter. Active managers can be part of the decision-making regarding which s ...

Core Insights - The U.S. bond market has shown resilience and record-breaking activity in 2025, with the Bloomberg US Aggregate Bond Index returning approximately 7.1% year to date, highlighting the importance of fixed income in investment portfolios [1][10] Bond ETF Market Performance - Bond ETFs captured about one-third of the nearly $1 trillion that flowed into all ETFs in 2025, indicating a significant increase in investor interest, particularly in passively managed ETFs [2][10] - The performance of bond ETFs was influenced by attractive starting yields due to the Federal Reserve's rate cuts totaling 175 basis points since September 2024, which left yields relatively high [6][10] - Market volatility and demand for liquidity during uncertain periods, such as tariff-driven uncertainty, enhanced the appeal of bond ETFs as they provided intraday pricing and liquidity [7] - Actively managed bond ETFs experienced explosive growth, capturing over $100 billion in flows, which accounted for 40% of all fixed income ETF flows as of September 2025 [8] - The normalization of the yield curve attracted significant capital into intermediate and long-term bond ETFs, as investors sought to lock in higher yields [9] 2026 Outlook for Bond ETFs - The outlook for bond ETFs in 2026 is cautiously optimistic, driven by expected interest rate cuts that typically boost bond prices, creating opportunities for income and diversification [11] - Persistent volatility due to inflation and uneven growth suggests that flexible, active management strategies will be favored to navigate credit risk and shifting rates [11] - A well-constructed actively managed portfolio of intermediate maturity bonds may offer capital appreciation and inflation-beating returns in 2026 [12] Recommended Bond ETFs for 2026 - Schwab Core Bond ETF (SCCR) has assets of $1.07 billion, gained 6.2% year to date, and charges 16 basis points in fees [14] - Vanguard Core Bond ETF (VCRB) has assets of $4.8 billion, gained 7.4% year to date, and charges 10 basis points in fees [15] - JPMorgan Active Bond ETF (JBND) has assets of $4.7 billion, surged 8% year to date, and charges 25 basis points in fees [16]

Core Insights - The integration of artificial intelligence (AI) and the energy sector presents significant investment opportunities as AI adoption increases electricity demand [1][2][3] - The energy sector's demand-supply dynamics are favorable for investment, particularly as the digital economy grows and power demand exceeds supply [2][3] - Active management strategies, such as those offered by MFS, can effectively capture the upside from the intersection of AI and energy [4][5][6] Investment Opportunities - The energy sector is expected to benefit from the substantial electricity requirements of AI technologies, leading to various investment opportunities [2][3] - MFS offers a range of active exchange-traded funds (ETFs) that focus on capturing developments in AI and energy, with different strategies but shared principles [4][5] - Active management allows for flexibility in fund exposure, enabling a tilt towards sectors like energy and AI, as demonstrated by specific allocations in MFS ETFs [5][6] Market Conditions - Current market uncertainties, including interest rates and geopolitical tensions, highlight the importance of allocating to actively managed funds [6] - The MFS portfolio management team brings an average of 26 years of industry experience, enhancing the selection process for fund holdings [6]