Recent

Beyond the Narrative Fallacy: Hull Tactical’s HTUS for Disciplined Quantitative Execution

Hull Tactical’s HTUS ETF combines rigorous quantitative analysis with adaptive market timing to capture alpha while managing volatility. The fund exploits options pricing inefficiencies, abandons narrative-driven investing for data-based decisions, and maintains flexible systematic execution. Led by experienced financial engineers, HTUS delivers tactical S&P 500 exposure through disciplined behavioral finance principles and proven quantitative models.

Symmetry Partners’ SMOM ETF: A Systematic Strategy Enters the ETF Arena

Symmetry Partners debuts SMOM ETF, transforming the firm’s proven sector rotation strategy from SMA to ETF format. The fund uses dual momentum signals across six- and 12-month timeframes to select top-performing S&P 500 sectors, rebalancing monthly with staggered schedules. Designed as a satellite allocation to complement core equity exposure, SMOM aims to offer enhanced tax efficiency and smoother execution than its SMA predecessor, backed by seven years of track record.

Hull Tactical’s HTUS ETF: Taking Emotion Out of Market Timing

Hull Tactical’s HTUS ETF leverages ~40 market indicators in a systematic timing model that adjusts exposure from 0% to 200% based on quantitative signals. The strategy aims for 1–2% alpha while removing emotional decision-making from investing. When indicators conflict, the fund simply holds long positions. HTUS doesn’t short markets but reduces leverage and holds cash when signals weaken, offering downside flexibility without inverse exposure complexity.

Grayscale Investments and Crypto’s Evolution: From Speculation to Strategic Asset Allocation

Cryptocurrency has evolved from speculative gamble to strategic portfolio component. Grayscale Head of Research Zach Pandl explains how digital assets now offer measurable diversification benefits comparable to traditional alternatives like private equity. With Bitcoin’s volatility matching large-cap tech stocks and new ETF accessibility, advisors can seamlessly integrate crypto exposure while hedging against macroeconomic risks and fiat currency devaluation.

Research Affiliates’ RAUS ETF: Fundamentally Refined Cap-Weighted Indexing for Advisors

Research Affiliates launched RAUS, a reimagined cap-weighted ETF that tackles a hidden flaw in traditional indexes like the S&P 500. While appearing nearly identical, with 95% overlap, RAUS uses fundamental metrics to select companies instead of pure price momentum—avoiding the costly “buy high, sell low” cycle that plagues standard benchmarks. The result: a familiar structure with potentially better outcomes through disciplined index maintenance.

Manulife John Hancock Investments: Expanding Global Reach and Active ETF Innovation

Manulife John Hancock Investments is leveraging its dual-brand identity to showcase global scale and deep private markets expertise. The firm has expanded its ETF platform over a decade, now offering differentiated active strategies across fixed income, equity, and specialized assets like senior loans. President and CEO Kristie Feinberg highlights how active ETFs meet evolving advisor demand while preparing for demographic shifts including longevity and the great wealth transfer.

Finding Value in Securitized Credit: Manulife John Hancock’s JHMB ETF Targets Underused Bond Market

Many portfolios ignore securitized credit—one of the largest bond segments. The John Hancock Mortgage-Backed Securities ETF (JHMB) changes that, offering attractive yield and professional access to agency MBS and securitized assets. With yields matching corporate bonds’ and floating-rate opportunities emerging, this $155M strategy (as of September 10, 2025) from Manulife John Hancock Investments represents a compelling entry point into an underrepresented market.