3 Ways Distribution Teams Collaborate & Win Assets with YCharts

Distribution teams have known for a long time, and well before covid-19, that more facetime with advisor-clients is key to success. While wholesalers are used to clearing hurdles to earn that facetime, work-from-home and virtual meetings are new and formidable challenges in their way. As advisors become increasingly hard to reach, distribution teams must become … Continued

Examining SPAC Performance Pre- & Post-Merger

A Special Purpose Acquisition Company (SPAC) is a shell company, without its own business operations, that goes public in order to someday acquire an operating company. The deal structure has become exponentially popular since 2019, with big names like Chamath Palihapitiya, Shaquille O’Neal, Betsy Cohen, and Alex Rodriguez all joining the SPAC party. But why … Continued

What to Look for in Value vs. Growth Stocks

The value vs. growth stocks debate is never-ending, but recent advances from value companies are signaling a significant tide change. From the March downturn through the end of 2020, growth stocks delivered a 1.5x greater return than their value counterparts. In 2021, the tables have turned—value stocks are pulling away to lead the market while … Continued

Harness Volatility & Create Opportunity

While the CBOE S&P 500 Volatility Index (VIX) has long served as a volatility yardstick for investors, the index again stepped into the limelight in March of 2020 when it spiked to its highest level ever. Just as was the case last year, investors are needing to tap into their fight or flight instincts early … Continued

Free Download: Breaking Down ESG & SRI Funds

Are you hearing from clients about investment strategies like Socially Responsible Investing (SRI), Environmental, Social and Governance (ESG), and Impact Investing? In our latest research report, we share valuable information and advanced insights about mutual funds and ETFs that employ ESG, SRI, and Impact strategies. Our findings help ensure that advisors, asset managers, and their … Continued

Monthly Market Wrap-up: January 2021

Welcome back to the Monthly Market Wrap-up from YCharts, where we break down the most important market trends for advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Market Wrap-up to be sent straight to your inbox? Subscribe … Continued

The Reddit Trader Short Squeeze: 3 Things for Advisors to Communicate to Clients

How is it that the most shorted stocks—or the most bet-against—have generated some of the highest year-to-date returns in 2021?  Modify in YCharts | Download Visual Thanks to millions of Reddit users who congregated in forums like r/WallStreetBets that are dedicated to conjuring up trading ideas, an army of individual investors has formed to buy … Continued

New on YCharts: Custom Securities

We’re excited to announce the latest addition to the YCharts platform: Custom Securities. Simply put, Custom Securities enable you to upload your own data into YCharts, access performance, risk, and other metrics calculated off that data, and create holdings to use within Model Portfolios. You can use Custom Securities to add your portfolios’ past returns … Continued

2020 Fund Flows: Active vs Passive, Thematic ETFs & More

Since bottoming out on March 23, 2020, the S&P 500 has climbed 75% on a total return basis, and the Bloomberg Barclays US Aggregate is nearly 6% off its low. Momentum in stocks has continued through January 2021, but recent jumps in Treasury Rates have slowed price appreciation of investment-grade fixed income. The calendar no … Continued

5 Things Advisors Should Know About Grayscale Bitcoin Trust (GBTC)

Bitcoin’s latest surge in price and popularity has once again made the world’s largest cryptocurrency a hot conversation topic among advisors and their clients.  Just like in 2017, when the USD value of one Bitcoin briefly neared $20,000, it is otherworldly performance that’s driving the conversation. Now, in early 2021, with Bitcoin trading above $40,000 … Continued