The year 2024 is off to a strong start, and it’s mostly about technology. Strong tech earnings and the ongoing AI story is again responsible for most of the gains in the major indexes this year … and leading those gains are semiconductors. Join us Monday on ETF Edge at 1:10 PM ET when our guests will be Jan van Eck , CEO of Van Eck, who runs the Van Eck Semiconductor ETF (SMH), the largest semiconductor ETF with $13 billion in assets, up nearly 9% this year. Also joining us is Todd Sohn, head of ETF & Technical Strategy, Strategas Securities, who will describe how remarkably uneven the gains have been, even in semiconductors this year, with other semiconductor ETFs showing declines for the year! It all boils down to knowing your ETFs!ETFEdge.cnbc.com.
It’s still all about “low-cost”
Despite the recent active management craze and price hikes in some funds, investors still overwhelmingly seek the cheapest ETFs.
Could the Fed pause be the best time to invest?
A new report from Blackrock finds both stocks and bonds did best around periods of pause in interest rate adjustment.
ETFs could cannibalize mutual funds
But, Franklin Templeton’s CEO says mutual funds will remain popular for retirement planning.
For more analysis and actionable insights, catch ETF Edge on Mondays.