Welcome to ETF Edge, your go-to place for all things exchangeraded funds. I am your host, Dominic Chu. The market's set to close out a second quarter comeback at a new record high.Now, the idea of a stock pickers market has been around forever, but is it now being replaced by what could be called a theme pickers market. Now joining us is Tom Lee, the CIO at FundStrat Global Advisors alongside independent ETF expert Dave Nadig. And we're all talking about the ETF infrastructure and just how things are develo ...

Todd, I'll go to you for this one first. Some argue that the AI trade really falls into more of that thematic bucket. There's a wide array of thematic ETFs out there for just about anything.If you can think it, there's probably an ETF for it. But how much of one's portfolio should be allocated to themes. You mentioned just how much in the beginning some advisers are allocating to the thematic trade, but is there any kind of a consensus building that you can see about whether that consensus is either underpl ...

Investing in a post-globalization world with reconfigured global trade necessitates a careful assessment of market opportunities and risksBALTIMORE, June 9, 2025 /PRNewswire/ -- T. Rowe Price, a global investment management firm and a leader in retirement, released its midyear outlook for global financial markets for the remainder of 2025. Underpinning the outlook for the next six months is an accelerated trend toward deglobalization, a tariff-driven reconfiguration of global trade, an expected broadening o ...

Janus Henderson Investors exists to help clients achieve their long-term financial goals. Formed in 2017 from the merger between Janus Capital Group and Henderson Global Investors, we are committed to adding value through active management. For us, active is more than our investment approach – it is the way we translate ideas into action, how we communicate our views and the partnerships we build in order to create the best outcomes for clients. While our investment managers have the flexibility to follow a ...

Core Viewpoint - The article emphasizes that a HODL strategy may not yield significant alpha or maintain a high Sharpe ratio over the long term, suggesting that active management is essential for maximizing returns and minimizing opportunity costs [1]. Group 1: Investment Strategy - The company advocates for active management in investment strategies to achieve high positive returns, indicating that simply holding assets is insufficient for generating high alpha [1]. - It is highlighted that seeking high returns does not equate to generating high alpha, which is a critical distinction for investors [1]. Group 2: Analyst Background - The analyst has a strong educational background with a degree in Business Economics from UCLA and a Master of Accounting from UMich Ross School of Business, indicating a solid foundation in financial analysis [1]. - The analyst's experience includes a role as a senior analyst at a multi-strategy hedge fund, showcasing expertise in fundamental equity research and global macro strategy [1].

Analyst Update Data as of March 31, 2025 Federated Hermes, Inc. 1 25-30034 Forward-looking information This presentation is provided as of the date on the cover and contains forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and Section 27A of the Securities Act of 1933, as amended. Statements that do not relate strictly to historical or current facts are forward-looking, including those related to product performance, the potential for business ...

Virtus Investment Partners (VRTS) Q1 2025 Earnings Call April 25, 2025 10:00 AM ET Company Participants Sean Rourke - Vice President, Investor RelationsGeorge Aylward - President & Chief Executive OfficerMichael Angerthal - Executive VP, CFO & TreasurerBen Budish - Director Conference Call Participants William (Bill) katz - Senior Equity Analyst Operator Good morning. My name is Didi, and I will be your conference operator today. I would like to welcome everyone to the Virtus Investment Partners Quarterly C ...