2 Options for Those Considering CLO Exposure FAAA targets top-tier AAA-rated tranches for investors seeking the highest quality credit. FCLO is ideal for those looking to maximize yield opportunities with a targeted focus on CLO tranches rated BBB+ to B-. When it comes to investing in CLOs, active management is a must, given that this market has its own unique complexities and idiosyncratic risks. Deftly navigating this space requires deep experience and knowledge. With market uncertainty from 2025 returnin ...

Furthermore, Davi expressed caution regarding the private credit and private equity sectors, noting that asset managers in some private companies have seen valuations drop 30% to 40% over the last few months due to a loosening of lending standards. To combat these concentration risks, Davi suggests a deliberate rotation away from market-cap-weighted tech giants toward more balanced exposures. He highlighted the Astoria US Quality Growth ETF (ROE)as a potential solution, which consists of 100 stocks that are ...

Inside Capital Group's Rapid Growth at Exchange 2026 In a span of just four years, The Capital Group Companieswent from ETF rookie to perennial All-Star. The Los Angeles-based firm has already amassed over $120 billion in assets dispersed across its suite of 25 active ETFs. TMX VettaFi caught up with Scott Davis, head of ETFs at Capital Group, to discuss how the firm grew its ETF assets so quickly. The pace of its growth wasn't accidental. Capital Group already had an investment culture forged by 95 years o ...

Core Insights - Fidelity Fundamental Large Cap Growth ETF (FFLG) has achieved a 27% return over the past year, outperforming Invesco QQQ Trust (QQQ) at 25% and Vanguard Growth ETF (VUG) at 21%, primarily due to its active management strategy focusing on fundamental selection, with NVIDIA constituting 15.5% of its holdings [1][4][7] Performance Comparison - FFLG's one-year performance is strong, but its five-year track record is less favorable, lagging behind QQQ and VUG, which returned 90% and 83% respectively since FFLG's launch in February 2021 [2][8][9] - The fund's five-year performance is impacted by its launch timing just before a downturn in growth stocks, which may have hindered its recovery compared to passive funds [8][9] Investment Strategy - FFLG employs an active management approach, selecting holdings based on fundamental factors rather than passively tracking an index, which allows it to target sectors with the highest earnings growth [5][6] - The fund has a significant concentration in information technology, making up 44% of its assets, reflecting a strategic bet on sectors with rapid earnings growth [7] Fund Characteristics - FFLG has $495 million in assets and has recently lowered its expense ratio to 0.38%, which is competitive for an actively managed fund but still higher than many index alternatives [4][14] - The fund is designed for large-cap growth investors seeking active management, but it has a very low dividend yield of 0.02%, making it unsuitable for income-focused investors [11][14]

How Active ETFs Brought Muni Bonds Investing to Life Municipal bonds may not be the most exciting fixed income category out here, but they do play an important role in portfolios. Frequently offering tax-exempt opportunities and a solid base of reliable issuers, such bonds are often a pillar of the 40% side of portfolios. Where historically, mutual funds had limited the possibilities in muni bonds, the rise of active ETFs has unlocked muni bonds to a next level of potential. While ETFs have been around for ...

Vivian Tung Talks Active Opportunities, MFS ETFs, and More At Exchange 2026, advisors and financial experts gathered in Las Vegas, Nevada. They discussed the latest investment trends, ETF innovations, and more. During the conference, Vivian Tung, Senior Managing Director and Investment Product Specialist at MFS Investment Management, sat down with the VettaFi team to discuss the opportunities for active managers, the MFS fund lineup, and more. Leveraging 100+ Years of Investing Heritage Nick Wodeshick: To g ...

As Fed Rates Decision Arrives, Don't Ignore Active Fixed Income activeActive ETF Content Hubactive fixed incomeactive fixed income ETFbondsfedFed ratesRatesT. Rowe PriceTAGG Fed Rates Decision Watch: Active Offers Advantages Consider, too, how active management empowers asset managers to more closely scrutinize issuers. With factors like rising government debt, an unwinding Yen carry trade, potential skyrocketing oil prices, and more on the horizon, debt issuers may be under more and more pressure. Active m ...

Group 1 - ClearBridge is a leading global asset manager focused on active management and research-based stock selection [1] - The investment strategies reflect the highest-conviction ideas of portfolio managers [1] - ClearBridge frequently shares insights through investment commentaries, white papers, blog posts, videos, and podcasts [1]

Core Insights - Infrastructure Capital Advisors is a prominent provider of investment management solutions aimed at income-focused investors [1] - Jay Hatfield serves as the CEO and CIO, leading the investment team [1] - The firm manages several ETFs including InfraCap Small Cap Income ETF (NYSE: SCAP) and InfraCap Equity Income Fund ETF (NYSE: ICAP) among others [1] - Infrastructure Capital is frequently featured in major financial media outlets such as Fox Business, CNBC, and Bloomberg Radio/TV [1] Company Activities - The company publishes a monthly market and economic report, quarterly commentaries, and various research on asset classes and strategies [1] - Infrastructure Capital conducts monthly webinars and participates in industry conferences to provide educational resources for investors [1]

Open file drawer with folders labeled “Bond Portfolio” and “ETF,” symbolizing diversified fixed-income investment strategy. Key Points Active bond funds have tended to outperform passive bond ETFs for the majority of rolling 10-year periods. PYLD and BINC are two leading active bond funds, each taking a varied, multisector approach that allows nimble adjustments based on interest rates, geopolitics, and more. Both of these funds offer dividend yields of 5.9% or better, and each has also delivered notab ...