CVSE ETF

The market rotation from large- and mega-cap growth stocks and into cyclical stocks continues in the last week of July. For investors looking to keep portfolios nimble, active equity ETFs may offer an opportunity in the latter half of the year.

Companies are making progress on environmental, social and governance (ESG) reporting. This is an issue that's long been a source of frustration.

It's often said that one of the primary drivers of performance and potential out-performance delivered by large-cap environmental, social, and governance (ESG) exchange traded funds is above-average exposure to growth stocks. As such, some ESG ETFs are credible avenues for tapping into the artificial intelligence (AI) investment theme.

It's often said that it's a stock pickers market. Arguably, that's an overused sentiment, but the current confirms stock selection remains vital.

If there's one thing that's hindered the adoption of ESG investing strategies among registered investment advisors and other investors, it is the lack of clarity and uniformity surrounding ESG disclosures and reporting. Additionally, it's not uncommon for some to be put off by the often jargon-heavy, alphabet-soup-intensive nature of ESG reporting.

There is a frequent criticism of institutional support of ESG proposals and related voting trends. It's that three fund industry behemoths are the primary drivers of corporate-level ESG action.

In arguably quiet fashion, active managers are performing admirably in 2023. An impressive percentage of active equity and fixed income funds beat their benchmarks in the first half of the year.

Environmental, social, and governance and sustainable investing have taken their lumps. These styles are under attack by some politicians and regulators, and the 2022 slump incurred by growth stocks didn't help matters.

Shareholder rewards, be they dividends or stock repurchase programs, are central themes for long-term investors. After all, dividends can and do account for significant percentages of a portfolio's returns over time.