Nick Peters-Golden

Valuations are high and concentration risk remains a major factor for investors to consider. Yields are reacting more to Anthropic’s rumored financial data than the Fed, and that tells a clear story: The market is squarely focused on AI. Looking under the hood, however, there are broadening opportunities. An equal weight ETF like the Goldman Sachs Equal Weight ETF (GSEW), up YTD, can provide diversification and performance at a key moment for investors.

As concentration risk and AI concerns continue to loom over portfolios, an equal weight ETF like GSEW could prove worth watching.

Active income ETFs have grown significantly in recent years. Just as the biggest generation has hit retirement age en masse, the ETF wrapper offered flexibility to asset managers developing new income strategies. The T. Rowe Price Capital Appreciation Premium Income ETF (TCAL), launched last year, could lay claim to the title of best active income ETF for yield right now.

The Nasdaq-VettaFi Asset Allocation Summit this week included insights from leaders at key asset managers discussing the major decisions that advisors are facing.

The muni bond picture continues to offer major opportunities for investors, with muni yields becoming more attractive. Absolute and tax-equivalent yields have reached multi-decade highs, drawing retail and other investors into the market. Meanwhile, the future holds some meaningful opportunities via tax loss harvesting. American Century Investments Vice President and Senior Portfolio Manager Joe Gotelli recently joined VettaFi to discuss.

What to make of a fixed income landscape with the Fed raising rates, massive AI debt financing, robust yields, and plenty of volatility potential? While market watchers have plenty of data and analysis to dig into, sometimes it helps to hear directly from asset managers themselves. VettaFi recently spoke with American Century Investments Vice President and Senior Portfolio Manager Steve Bartolini about the latest outlook for rate hikes and yields this October.

It’s tax loss harvesting season, with major shifts in bonds and rates driving investors to sell some of their debt assets into new segments. Muni bonds, for example, offer huge upside in reducing tax bills and adding solid yield. Active muni bond ETFs like the T. Rowe Price High Income Municipal ETF (THYM) and the T. Rowe Price Intermediate Municipal Income ETF (TAXE)

each passing day. New funds emerge that leverage the ETF wrapper to package intriguing strategies or track seasoned, respected indices. The Ruk Strategic Growth ETF (RKSG), tracking an index with decades of experience, launched as an ETF this year. Already, since that launch, it’s put up some solid outperformance compared to the S&P 500 at a time when investors are looking to refresh portfolios.

Prices are rising, but investors continue to pay for retirement. Investors young and old have looked to income ETFs as solutions. Historically, bond funds provided the yield and income investors desired; options-based income ETFs now play that role. That has seen major inflows to income ETFs like the Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) and the Goldman Sachs S&P 500 Premium Income ETF (GPIX).

Could the near to medium term finally see value ETFs take the starring role back from growth? Value indices have provided some steady returns this year, but the question is, can they accelerate into the new year? Economic