Ask the Manager

GW&K’s Kara South discusses how MUNX, an actively managed core intermediate bond solution with ability to invest across the municipal bond spectrum, aims to deliver tax-efficient income in today’s market environment.

Westwood CIO Adrian Helfert discusses how regulatory change, tactical multi-asset allocation, and covered calls are seeking to reshape income ETFs through YLDW.

Dave Abner explains Northern Trust Asset Management’s Distributing Ladder ETFs, covering cash flow planning, retirement use cases, muni and TIPS ladders, and ETF industry trends.

Goldman Sachs Asset Management’s Marissa Ansell explains why active fixed income ETFs are gaining traction as rates shift and market dispersion creates new opportunities.

YieldMax explains how its options-based ETFs seek to generate regular income, why total return matters, and how strategies like ULTY fit into modern income portfolios.

Michael Baron, Co-President and Portfolio Manager at Baron Capital, explains what is fueling demand for active management, what sets Baron First Principles ETF apart, how investors should think about risk management, and more.

Jordan Rosenfeld explains why autocallable income ETFs like CAIE are gaining traction as advisors seek scalable, tax-efficient alternatives to structured notes.

Barry Martin, CFA, explains how rising dispersion and single-stock volatility are reshaping equity-income strategies and fueling demand for covered call ETFs like SEPI.

A conversation with Wayne Penello on why traditional diversification falls short—and how long/short ETF strategies can help manage systemic risk while preserving equity-level returns.