Bryan Armour (@mstararmour) 's Twitter Profile
Bryan Armour

@mstararmour

Director of passive strategies research at Morningstar. Proud dad/husband. Hopeful (edited) Bears fan. Important disclosure information: bit.ly/MRS0818

ID: 1553090205560758273

linkhttps://newsletters.morningstar.com/mei calendar_today29-07-2022 18:49:03

693 Tweet

477 Followers

156 Following

Bryan Armour (@mstararmour) 's Twitter Profile Photo

$VOO is on pace to shatter every ETF flows record this year. Only 3 ETFs ($VOO, $SPY, and $IVV) have brought in over $50B in a year. It's good to see cheap versions of popular ETFs in the top 10 by inflows: $SPLG and $QQQM. Long-term investors will benefit from the cost savings.

$VOO is on pace to shatter every ETF flows record this year. Only 3 ETFs ($VOO, $SPY, and $IVV) have brought in over $50B in a year.

It's good to see cheap versions of popular ETFs in the top 10 by inflows: $SPLG and $QQQM. Long-term investors will benefit from the cost savings.
Morningstar, Inc. (@morningstarinc) 's Twitter Profile Photo

Private investments are making their way into publicly traded ETFs. US director of ETF and passive strategies Bryan Armour joins Investing Insights to discuss who’s leading the charge and what you should know before investing in a private equity or private credit ETF.

Ben Johnson, CFA (@mstarbenjohnson) 's Twitter Profile Photo

The Morningstar, Inc. manager research team has just published its latest look at the U.S. model portfolio landscape. Assets under advisement in model portfolios reported to Morningstar have more than doubled since 2021. These figures represent just an ice chip on the tip of the

The <a href="/MorningstarInc/">Morningstar, Inc.</a> manager research team has just published its latest look at the U.S. model portfolio landscape.

Assets under advisement in model portfolios reported to Morningstar have more than doubled since 2021.

These figures represent just an ice chip on the tip of the
Bryan Armour (@mstararmour) 's Twitter Profile Photo

Vanguard dividend ETF cage match between $VYM and $VIG! And how to think about dividend growth/income strategies and their divergent goals morningstar.com/funds/vym-vs-v…

Brian Moriarty (@bpmoriarty) 's Twitter Profile Photo

We're out today with a report on semiliquid vehicles - interval funds, tender-offer funds, nontraded BDCs, and nontraded REITs. Credit is dominating launches and flows. Nontraded BDCs are the largest, but interval funds are gaining rapidly.

We're out today with a report on semiliquid vehicles - interval funds, tender-offer funds, nontraded BDCs, and nontraded REITs. Credit is dominating launches and flows. Nontraded BDCs are the largest, but interval funds are gaining rapidly.
Bryan Armour (@mstararmour) 's Twitter Profile Photo

Huge thanks to Joanna Gallegos and Dave Nadig for sharing their thoughts on private assets in ETFs. Top things I took away: 1. Invest with companies you trust 2. Pair the right strategy with the right wrapper 3. An ETF can add liquidity/price discovery to an asset class..to a point

Morningstar, Inc. (@morningstarinc) 's Twitter Profile Photo

The market has moved in some interesting ways this year, so here are 3 ETFs that can either help streamline your rebalancing process or spark some interesting ideas. spr.ly/60164Ag3g

Bryan Armour (@mstararmour) 's Twitter Profile Photo

Thematic ETFs haven't added value for investors in the past 5 years. Just 20% of US/EMEA thematic ETFs beat a broad market index, and the avg underperformed it by 8.5% annually. Thanks to Steve Johnson and the FT for highlighting this research! spr.ly/6014fkxuM

Bob Pisani (@bobpisani) 's Twitter Profile Photo

More fuel for the active/passive debate. Morningstar, Inc. out with its US Active/Passive Barometer, which measures the performance of active funds against passive peers. Only 31% of US stock-pickers beat their benchmarks through the one-year period ending in June, a significant