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cover of episode Active ETFs Take Off –– 3 Ideas for Investors

Active ETFs Take Off –– 3 Ideas for Investors

2023/5/12
logo of podcast Investing Insights

Investing Insights

Shownotes Transcript

In today’s episode, Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, discusses what costs can tell investors about a fund’s success.

  • Introduction
  • Apple outperforms in iPhone and services
  • SoFi Technolgies benefit from more deposits and rising interest rates
  • Ford's first-quarter earnings beat estimates
  • Coinbase’s losses narrow
  • The Active ETF boom & 3 investment ideas
  • Best Practices for Tax-Efficient Portfolio Management

 

**Read about topics from this episode. **

Apple Earnings: Hardware Headwinds Look Ominous; Stock Overvalued Versus $150 Fair Value Estimate)

SoFi Earnings: Deposit Growth Drives Net Interest Income Higher, but Growth Slows Sequentially)

Ford Earnings: Strong Year-Over-Year Improvement and a Cash-Rich Balance Sheet Are Good to See)

Reducing Fair Value Estimate for Coinbase)

The New Frontier of Active Investing)

Michael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning)

 

What to watch from Morningstar.

Berkshire Hathaway: 4 Questions and 5 Cheap Stocks)

Morningstar Investment Conference: Recession Risks and the Markets)

Planning to Retire Soon? Flexibility and Spending Count)

Where Can the Automotive Industry Go From Here?: Part Two)

 

 

Read what our team is writing:

Ivanna Hampton)

Bryan Armour)

 

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