Analyst at Morningstar Research Services, LLC. Important disclosure info: https://teapaw.org/t.co/35BYHxZlDQ
Chicago, IL
Joined May 2020
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Nice chart putting recent ex-US stock outperformance in context from @DavidCareyMStar
Growth in managed futures ETFs--
Jan 2022: 5 ETFs, $329 mil AUM
Feb 2025: 9 ETFs, $2.87 bil AUM
$DBMF represents about half those assets, followed by $CTA then $KMLM
Ryan Jackson retweeted
Our follow-up article on the SSGA Apollo Private Credit ETF is live. It started out as a review of the SEC's letter, but turned into something more substantial. We unpack nuances and new concerns, but also highlight how it might work out just fine.
morningstar.com/funds/will-s…
About 42% of active funds survived and beat their average passive peer in 2024.
@MstarArmour is back with a fresh, new-look Active/Passive Barometer:
morningstar.com/funds/active…
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Ryan Jackson retweeted
Great summary of February ETF flows here from @TheETFObserver
morningstar.com/funds/invest…
Ryan Jackson retweeted
The markets are doing what they always do: engaging in a relentless process of price discovery. Sometimes that process seems straightforward, when the incoming knowledge seems obvious and easily discounted (as it seemed to be last November). But at other times the news flow can be chunkier and more difficult to absorb, as the market tries to find its bearings while the ground is continuously shifting beneath our feet. The past few weeks have felt more like the latter. The result? The markets are churning without making much progress.
linkedin.com/pulse/chaos-ord…
Ryan Jackson retweeted
The SEC seemingly accepted SSGA/Apollo's private credit etf. Ticker PRIV, 0.70% fee. Private credit may range between 10% and 35% of assets, but can be lower or HIGHER. No 15% cap on illiquids. We were on this possibility from beginning but still very surprised it was approved.
Ryan Jackson retweeted
ETF Store's @NateGeraci compiles some of the best ETF articles from this past week.
theetfeducator.com/2025/02/2…
Articles by @SteveJohnson000, @VildanaHajric, @TheETFObserver, @MurphyCinthia, @andrebeganski, @Steven_Ehrlich, @DaveNadig, & more
PotW: @EricBalchunas
CotW: @kgreifeld
The proliferation of single-stock ETFs is covered well in new @BusinessInsider article
Tech meme-ish stocks still the main muses for these ETFs; most recent launches are tied to $AMD $ORCL $CVNA $HOOD
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Ryan Jackson retweeted
US ETFs added $90 billion net flows in January. Active ETFs contributed nearly half that (!!) as they race toward $1 trillion in net assets.
@TheETFObserver with these ETF trends and more:
spr.ly/6014IExDe
Ryan Jackson retweeted
ETF Store's @NateGeraci compiles some of the best ETF articles from this past week.
theetfeducator.com/2025/01/2…
Articles by @justinaknope, @AniketCFRA, @TheETFObserver, @kgreifeld, @jasonzweigwsj, @SteveJohnson000, @BenjiWriter, @RT_Watson, & more
PotW @JSeyff
CotW @EricBalchunas
Diversification is not only about disaster protection, but miracle exposure--a cool idea that @morganhousel first called to my attention
I dive into the concept through an ETF lens here:
morningstar.com/funds/will-y…
ETFs notched their first year of trillion-dollar inflows in 2024. Here are 10 notes on how that unfolded under the surface...
morningstar.com/funds/etf-fl…
Ryan Jackson retweeted
My colleagues @MstarArmour, @TheETFObserver, and Hyunmin Kim just published our semi-annual “Active/Passive Barometer” report. Lots of good data and charts on active and passive fund performance trends, as usual. 👍 spr.ly/6019UNmDZ
Fun dose or irony in today's Rekenthaler Report:
Oil stocks slumped and clean energy stocks rallied during the Trump administration -- trends that reversed during the Biden administration
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Talking flows, trends, and the Bitcoin effect in ETFs with @RamzanK
Check out the video here: reuters.com/video/watch/idRW…
Ryan Jackson retweeted
Good overview of the SSGA/Apollo private credit ETF in registration. Raises a host of questions which my colleagues @bpmoriarty and @TheETFObserver gamely attempt to answer. spr.ly/6015Wvg1b
