ETF Strategist
10/01/2025
In this week’s ETF & Markets video, ETF Expert Todd Sohn talks the record influx of ETF launches this year, an update to our levered asset ratio, opportunity for Energy and how to potentially play it and finally, fixed income flows.
This communication was prepared by Strategas (“we,” “us,” or “our”), a brand that offers investment advisory services through Strategas Asset Management, LLC, an SEC Registered Investment Adviser, and provides research to institutional investors through Strategas Securities, LLC, a broker-dealer and FINRA member firm and an SEC Registered Investment Adviser. Information regarding market or economic trends, or the factors influencing historical or future performance, reflects the opinions of management as of the date of this communication, and are subject to change. This communication is provided for informational purposes only and should not be construed as an offer, recommendation, nor solicitation to buy or sell any specific security, strategy, or investment product. The information contained herein has been obtained from sources we believe to be reliable, but no guarantee of accuracy can be made. This communication does not constitute, nor should it be regarded as, investment research or a research report or securities recommendation and it does not provide information reasonably sufficient upon which to base an investment decision. This is not a complete analysis of every material fact regarding any company, industry, or security. Additional analysis would be required to make an investment decision. This communication is not based on the investment objectives, strategies, goals, financial circumstances, needs or risk tolerance of any particular client and is not presented as suitable to any other particular client. Past performance does not guarantee future results. All investments carry some level of risk, including loss of principal.
Strategas Asset Management, LLC and Strategas Securities, LLC are affiliated with Robert W. Baird & Co. Incorporated ("Baird"), a broker-dealer and FINRA member firm, and an SEC Registered Investment Adviser, although the firms conduct separate and distinct businesses.
The ETFs described herein are referenced solely for illustrative purposes and should not be construed as an investment recommendation. An investment in exchange traded funds involves risk, including the possible loss of principal. For important disclosures and risks relating to each ETF referenced herein, see each respective funds’ prospectus or contact your financial professional.
Definitions:
Actively-managed ETF - An actively managed ETF is an exchange-traded fund with a manager or team making decisions on the underlying investments in the fund
Inverse ETF - An exchange-traded fund designed to deliver returns that are the opposite of a target index or asset, aiming to rise when the market falls and fall when it rises.
Leveraged long ETF - A type of exchange-traded fund that uses financial derivatives and debt to amplify the daily returns of a specific underlying index or asset. Instead of simply matching the index's performance, a leveraged long ETF aims to provide multiples (like 2x or 3x) of the index's gains on a daily basis
Invesco S&P 500® Equal Weight Energy ETF (RSPG) - An ETF that will invest at least 90% of its total assets in common stocks that comprise the Index. The Index equally weights stocks in the energy sector of the S&P 500® Index
The Bloomberg Aggregate Bond Index (AGG) is a market capitalization-weighted index that includes a wide range of investment-grade fixed-income securities traded in the U.S. It serves as a benchmark for mutual funds, ETFs, and institutional investors to measure the performance of their bond portfolios
Consumer Price Index (CPI) - A measure of the average change over time in the prices paid by urban consumers for a "market basket" of consumer goods and services
Bloomberg US Corporate Index - An index that measures the investment grade, fixed-rate, taxable corporate bond market
Bloomberg U.S. Treasury Bond Index - An index that measures the performance of a specific segment of the U.S. Treasury market, typically consisting of fixed-rate, nominal, USD-denominated debt issued by the U.S. government.
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