Category: Client News

EquityZen's Phil Haslett on Money Life with Chuck Jaffe

Rusty Vanneman, chiefinvestment officer at Orion Advisor Technology, says that if your asset allocation and investment plan were appropriate prior to the global pandemic, they remain appropriate and proper today, meaning that most investors should not be changing their holdings much in the middle of current troubles, even as they look for opportunities going forward. […]

ETFMG Fund: IVES on Fox Business with Dan Ives

Cloud Computing Expert, Dan Ives, discusses the newly launched IVES ETF on Fox Business with Stuart Varney. (Originally aired: 4/13/20)
IVES is designed for direct access to the cloud infrastructure and cloud “enabler” companies, expected to drive the next 10 years of an estimated $1 trillion in cloud spending. The Fund gives global exposure to companies at the forefront of cloud technology. For more information on IVES, visit: www.etfmg.com/IVES

Thornburg Investment Management CEO, Jason Brady on Money Life with Chuck Jaffe

Darrell Cronk, chief investment officer at Wells Fargo Wealth and Investment Management, said that while the stock market is struggling and not yet showing compelling values, he is confident that a rebound is coming globally and that the United states — and specifically domestic large-cap growth stocks — will lead the way for investors looking to climb out of the hole put in their portfolio by the market’s recent draw down. Also on the show, Jason Brady, chief executive officer at Thornburg Investment Management , suggests that income and dividend investors will need to be cautious during the recovery because income investments will be changed by and reflect current market conditions for the foreseeable future. Also on the show, Tom Lydon of ETFTrends.com makes an intermediate muni-bond fundtime his ETF of the Week, and Mike Brown of LendEDU.com is back to give an update on his site’s survey of consumers’ financial reaction to the COVID-19.

IVES ETF in ETF.com

Drone ETF Shifts Focus To Cloud Tech Yesterday, ETF Managers Group oversaw a complete overhaul of its ETFMG Drone Economy Strategy ETF (IFLY). The move was very similar to how the issuer rolled out its ETFMG Alternative Harvest ETF (MJ), which was originally a Latin America real estate fund. Read more here: https://www.etf.com/sections/daily-etf-watch/drone-etf-shifts-focus-cloud-tech

IVES ETF in ETF Strategy

ETFMG and Wedbush introduce global cloud technology ETF ETF Managers Group (ETFMG) has introduced a new thematic ETF in the US providing exposure to companies listed globally that are at the forefront of cloud technology. The Wedbush ETFMG Global Cloud Technology ETF (IVES US) has been launched in partnership with financial services and investment banking […]

ETFMG Fund: IVES on The Claman Countdown with Dan Ives

Cloud Computing Expert, Dan Ives, discusses the newly launched IVES ETF on The Claman Countdown with Liz Claman. (Originally aired: 4/8/20)
IVES is designed for direct access to the cloud infrastructure and cloud “enabler” companies, expected to drive the next 10 years of an estimated $1 trillion in cloud spending. The Fund gives global exposure to companies at the forefront of cloud technology. For more information on IVES, visit: www.etfmg.com/IVES

IVES ETF in ETFexpress

ETFMG and Wedbush launch pure-play global cloud computing ETF Thematic ETF issuer ETFMG, in collaboration with financial services and investment banking firm Wedbush Securities, has launched the Wedbush ETFMG Global Cloud Technology ETF (IVES), catering to investor demand for direct access to a pure-play cloud technology product. IVES, named for prominent Wedbush technology analyst and […]

Nancy Tengler in CNBC.com Trading Nation

Costco vs. Walmart: Trader says one could be a better big-box pick It’s a big-box breakout. Costco and Walmart shares are higher for the year, bucking the sharp market sell-off, with Americans stockpiling as coronavirus lockdowns stretch on. Read more here: https://www.cnbc.com/2020/04/07/costco-vs-walmart-trader-says-one-could-be-a-better-big-box-pick.html

Thornburg Investment Management's Jeff Klingelhofer in CNBC.com

Why the chances for a ‘V’-shaped economic recovery are getting less likely by the day KEY POINTS Markets are trying to price in a ‘V’-shaped recovery for the economy, but that scenario is getting less likely. Damage done to consumers and small business, as well as high debt loads, will act as headwinds. “I think […]

Thornburg Investment Management's Nick Venditti in Barron's

New York City’s Economy Is in the Crucible of the Crisis. The Rest of the Country Is Next. New York City, as the nation’s epicenter of the Covid-19 pandemic, is battling an unprecedented health crisis. It is also grappling with a rapid economic slowdown that is undermining hard-won gains in its fiscal health that have […]

Ketchum Zito Financial client Beazley in the spotlight in TechTarget

Beazley: Ransomware attacks on clients ‘skyrocketed’ in 2019 The 2020 Beazley Breach Briefing reported a 131% increase in reported attacks against clients last year, and the insurance giant isn’t expecting the trend to slow down. Insurance giant Beazley saw a huge spike in ransomware attacks in 2019, reporting a 131% increase in client incidents, according […]

ETFMG Partner on Bloomberg Radio

Tracking the Path of the Coronavirus Outbreak (Podcast) – Dr. Andy Pekosz, Professor of Molecular Microbiology and Immunology at Johns Hopkins University Bloomberg School of Public Health, discusses tracking the path of the coronavirus outbreak. Michael Pachter, Video Game Analyst at Wedbush Securities, talks about investing in the GAMR ETF. And we Drive to the Close with Alan Zafran, Founding Partner and Co-CEO at IEQ Capital. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.

GenTrust's George Perez in Barron's

Crisis Presents Wealth-Boosting Opportunities Amidst the turmoil unleashed by the coronavirus, financial advisors have been seizing on low interest rates and deflated stock prices to help clients minimize taxes and build more family wealth in the future. Cheap stocks, for instance, mean the time may be ripe for Roth IRA conversions, says Erin Wood, vice […]

Nancy Tengler in Reuters

U.S. investors shop for consumer stocks in anticipation of stimulus bill As a $2 trillion relief package makes its way through the U.S. Congress, some investors are finding bargains in consumer discretionary stocks that have been battered in the wake of the coronavirus pandemic. Provisions in the bill aimed at expanding unemployment benefits and supporting […]

Thornburg Investment Management CEO, Jason Brady on CNBC's The Exchange

THE EXCHANGE – Signs the market is trying to find the bottom: Investment strategist – CNBC’s Kelly Evans talks with Jason Brady, CEO of Thornburg Investment Management, and Jeff Krumpelman, chief investment strategist at Mariner Wealth Advisors, about what they’re expecting to see in equities amid the coronavirus pandemic.

Nancy Tengler on Money Life with Chuck Jaffe

Allianz’s Mahajan: Get your watch list ready, look for improved values Mona Mahajan, US investment strategist for Allianz Global Investors, says that the stock market won’t stabilize until there is a visible path for a ‘global return to normalcy,’ but adds that she doesn’t think the ‘long-term fundamental health of the US economy is derailed’ […]