Media
October 7, 2022
Best ETFs Get Harder To Find In September
AXS Merger Fund (GAKIX) highlighted as a pure-play merger arbitrage strategy providing “less volatility than the market,” as AXS CEO Greg Bassuk opines on the market’s “roller-coaster ride, reflective of what we’ve seen throughout in 2022, with inflation, the Fed’s interest-rate policy and global hawkish environment impacting the markets.” For GAKIX fund performance, see fact sheet.
The performance data quoted represents past performance and is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. For the most recent month-end performance, please call 833.AXS.ALTS or visit the Fund’s website at www.axsinvestments.com.
October 6, 2022
AXS launches sustainable economy ETF
AXS Green Alpha ETF (NXTE) launched amid investor demand, seeking to deliver investment exposure to “companies at the intersection of high impact and high return potential.”
Environmental Investing Risk: The universe of acceptable investments for the Fund may be limited due to the Sub-Advisor’s proprietary research process, which may affect the Fund’s exposure to certain companies or industries and may adversely impact the Fund’s performance.
October 6, 2022
What is a Single-Stock ETF?
Personal finance reporter Anne Kates Smith highlights the AXS TSLA Bear Daily ETF (TSLQ) as part of the launch by AXS of the industry’s first U.S. single-stock ETFs.
AXS Bull & Bear Daily ETFs are not suitable for all investors. The Funds are designed to be utilized only by traders and sophisticated investors who understand the potential consequences of seeking daily inverse and/or leveraged investment results, understand the risks associated with the use of leverage and are willing to monitor their portfolios frequently. The Funds are not intended to be used by, and are not appropriate for, investors who do not intend to actively monitor and manage their portfolios. For periods longer than a single day, the Funds will lose money if the underlying stock’s performance is flat, and it is possible that the Fund will lose money even if the underlying stock’s performance decreases over a period longer than a single day. An investor could lose the full principal value of his/her investment within a single day. The Funds track the price of a single stock rather than an index, eliminating the benefits of diversification that most mutual funds and exchange-traded funds offer. Although the Funds will be listed and traded on an exchange, an investment in a Fund may not be suitable for every investor. The Funds pose risks that are unique and complex. To learn more about the additional risks of investing, please click here to view the ETFs.
October 4, 2022
An ETF Shop Targets the Next Economy
MutualFundWire highlights the launch by AXS Investments of the AXS Green Alpha ETF, the industry’s first-ever ETF providing investment exposure to Next Economy leading companies.
October 3, 2022
AXS ETF targets sustainable economy
AXS Green Alpha ETF (NXTE) launched to provide investors with exposure to “companies that will be part of the rapidly unfolding and expanding sustainable global economy.”
September 30, 2022
AXS Investments Launches First ETF Capturing Next Economy Leaders
ESG News highlights the launch of the AXS Green Alpha ETF (NXTE) as the first ETF to provide investors unique exposure to companies leading the Next Economy.
September 29, 2022
With ESG-Focused NXTE, AXS Targets Companies Leading the “Next Economy”
Veteran ETF reporter Todd Rosenbluth cites the AXS Green Alpha ETF (NXTE) as “stand[ing] out in the ESG space through its active management and ability to find ideas in any geography, sector, or size.”
Leveraged ETFs are riskier than alternatives, which do not use leverage and are not suitable for investors. They seek daily goals and should not be expected to track the underlying index over periods longer than one day. They are not suitable for all investors and should be utilized only by sophisticated investors who understand leverage risk and who actively manage their investments.
September 29, 2022
AXS Investments launches the AXS Green Alpha ETF (NXTE)
ETF Express highlights the launch of the AXS Green Alpha ETF (NXTE) as the first ETF providing investors with access to Next Economy leading companies.
September 23, 2022
4 Stocks’ Giant Pandemic Rallies
AXS Investments CEO Greg Bassuk sharing insights on U.S. monetary policy as a time-tested tool for curbing inflation, while cautioning that the current brisk pace of interest rate hikes could spark greater recessionary concerns.
September 22, 2022
US stocks fall after steep sell-off as investors assess outlook for more aggressive rate hikes to come
AXS Investments CEO Greg Bassuk on the Federal Reserve’s hawkish outlook and what it means from investors.
September 22, 2022
U.S. stocks roiled by crazy gyrations after hawkish Fed
AXS Investments CEO Greg Bassuk on the Federal Reserve’s September interest rate hike amid high U.S. inflation, corporate earnings warnings, geopolitical concerns and other factors weighing heavily on the markets.
September 21, 2022
10 Tech Stocks to Avoid As Inflation Heats Up
AXS Investments CEO Greg Bassuk on the U.S. and global markets amid rising inflation and considerations for investors.
September 21, 2022
Wall Street Hit by Wild Swings After Hawkish Fed
AXS Investments CEO Greg Bassuk on the market and economic impacts set to flow from the Fed’s latest interest rate policies.
September 18, 2022
These are the assets investors are turning to for protection in the market’s latest rout
AXS Chesapeake Strategy Fund (EQCHX) and AXS Merger Fund (GAKIX) are featured by CNBC among “the assets investors are turning to for protection in the market’s latest rout.” For fund performance, see EQCHX fact sheet and GAKIX fact sheet.
The performance data quoted represents past performance and is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. For the most recent month-end performance, please call 833.AXS.ALTS or visit the Fund’s website at www.axsinvestments.com.
September 16, 2022
Wall Street falls as FedEx warning adds to market woes
AXS Investments CEO Greg Bassuk on the economy, the markets, and investor sentiment on the heels of high inflation reports and in advance of the critical September meeting of the Federal Reserve.
September 15, 2022
ETF Wrap: This interest-rate-hedge ETF has soared 60% this year as stocks, bonds sink in market carnage
AXS Investments CEO Greg Bassuk sharing insights on how investors might navigate the 2022 market volatility, including exposures to liquid alternatives and inflation-sensitive assets.
September 14, 2022
Munis weaker in spots, outflows continue
AXS Investments CEO Greg Bassuk provides insights on the 2022 inflaitonary environment, noting that investors should continue to focus on pending economic data points and the upcoming Fed meeting for additional indications on the trajectory of prices and interest rates, which will impact the markets in the months ahead.
September 13, 2022
Hot U.S. August CPI Seen Cementing Aggressive FOMC
AXS Investments CEO Greg Bassuk on the stronger than expected CPI report for August and the impact on the economy, the markets and investors.
September 13, 2022
Global Markets – Stocks tumble, dollar rallies as soaring U.S. inflation implies an aggressive Fed
AXS Investments CEO Greg Bassuk providing economic and market insights on the impact of inflation on the economy, the markets, and Federal Reserve policy.
September 13, 2022
Wall Street falls, panicked by the obstinacy of inflation
AXS Investments CEO Greg Bassuk comments on the impact of inflation on consumers, investors and the broader economy.
September 13, 2022
US Stocks End With Steep Declines After Hot Inflation Data
AXS Investments CEO Greg Bassuk on the market impact of August inflation data and investor concerns associated with a potential U.S. recession.
September 13, 2022
Hot US Aug CPI seen cementing aggressive FOMC
AXS Investments CEO Greg Bassuk on the red-hot August CPI data and the impact on the economy, the markets and investors.
September 12, 2022
Stocks slump, dollar jumps as US inflation runs hot
AXS Investments CEO Greg Bassuk on the decline in equities sparked by higher than expected inflation and its impact on the broader U.S. and global economies.
September 1, 2022
4 Factor ETFs Advisors Should Be Watching
AXS Astoria Inflation Sensitive ETF (PPI) featured as an investment financial advisors should be watching as a way to invest amid the economic backdrop of high inflation, rising interest rates and compressing stock market valuations.
August 31, 2022
ETF Pioneers Who Want to Shake Things Up (Again)
AXS Investments CEO Greg Bassuk spoke to Ignites about how the ETF industry has changed, the opportunities ahead, and how he and other early ETF pioneers have started companies that aim to apply the vehicle in novel ways.
August 29, 2022
Experts Weigh In – How Much Cash Should to Hold?
AXS Investments CEO Greg Bassuk provides insights on why investors should consider staying invested even in today’s volatile markets coupled with high inflation.
August 28, 2022
How much cash should investors be holding? Experts weigh in.
AXS Investments CEO Greg Bassuk discusses Liquid Alternatives representing a potentially very strong solution for investors as “a way to stay invested for upward equity market participation with imbedded risk mitigation needed to weather the volatile and high inflationary storm.”
August 23, 2022
Why Single-Stock ETFs Could Be A Big Opportunity For Advisors
FA Magazine explores the many reasons “why single-stock ETFs represent a fresh opportunity for enterprising financial advisors.”
August 19, 2022
Single-stock ETFs: ‘We’re going to see this entire ETF category absolutely explode’
Senior MarketWatch report Christine Idzelis highlights the launch by AXS Investments of the first U.S. single-stock ETFs, offering traders a way to make bearish or bullish bets on such companies as Tesla, Nvidia, PayPal, Nike and Pfizer.
August 17, 2022
3 Stock Market Winners (and Losers) From the Inflation Reduction Act
AXS Investments CEO Greg Bassuk discusses the impact of the U.S. Inflation Reduction Act on the economy and markets.
August 11, 2022
Single-Stock Funds Are Taking Off
AXS Investments launched the industry’s first U.S. single-stock ETFs. The funds, including the AXS TSLA Bear Daily ETF (TSLQ) are taking off.
August 10, 2022
Food prices continue soaring despite inflation falling
AXS Investments CEO Greg Bassuk remarking on the July Consumer Price Index (CPI) report and what it means for the economy, the markets and invetors.
August 9, 2022
Stock Market Today
AXS Investments CEO Greg Bassuk on the investor focus on PPI as they hunt for signs of U.S. inflation levels, whether those levels have peaked, and how the latest figures will impact the Fed’s immediate and medium-term rate policy decisions.
August 7, 2022
Buffer or bet against? Here are some new strategies for single-stock ETFs
Single-stock ETFs launched by AXS Investments are a growing alternative for investors to make bullish and bearish trades on single stocks.
July 28, 2022
PayPal Sends Leveraged Single-Stock ETF Soaring
AXS 1.5X PYPL Bull Daily ETF (PYPT), among the very first single-stock ETFs ever launched in the U.S., surged on news that prominent activist investor Elliott Management Corp. invested in PayPal.
July 26, 2022
What Should Investment Managers Do Now to Prepare for a Recession? 6 Industry Gurus Have the Answers
AXS Investments CEO Greg Bassuk on the importance of education and engagement to enhance financial wellness in all market and economic environments.
July 24, 2022
A new way to short Tesla: AXS Investments launches new single-stock ETFs
AXS Investments launched single-stock ETFs that are designed to increase exposure of short-term single-stock investments, including Tesla, Nvidia, PayPal, Nike and Pfizer.
July 19, 2022
Wall Street Set for New ETF Gold Rush as Single-Stock Era Begins
AXS Investments’ latest ETFs look like the start of a coming invasion of strategies that will seek to enhance or invert the performance of companies like Tesla, Nvidia, PayPal and others.
July 16, 2022
Hate Tesla? You Can Bet Against the EV Maker With a New Fund
Tesla investors have a new way to play the electric vehicle maker in the U.S. – single-stock ETFs from AXS Investments.
July 16, 2022
Super Bearish on Tesla or Nvidia? Inverse, Leveraged ETFs Offer Investors New Opportunities
AXS launched the first eight in its family of single stock leveraged and inverse ETFs.
July 15, 2022
Think Tesla’s Going Down More? New ETF Rises When Tesla Falls
Looking for more ways to play Tesla stock (TSLA)? In a U.S. industry first, AXS Investments has introduced an ETF that tracks just that one popular stock along with additional ETFs that track four more popular individual stocks.
July 15, 2022
Inverse Tesla ETF highlights new wave of single-stock leveraged and inverse funds
A new string of single-stock leveraged and inverse exchange traded funds have hit the market through AXS Investments.
July 14, 2022
Single-Stock ETFs to Allow U.S. Investors to Make Big Bets on Popular Stocks
AXS Investments launches eight single-stock ETFs, the first-of-their-kind in the U.S.
July 14, 2022
Bearish Tesla Bet Is Among First Single-Stock ETFs to Hit US
AXS Investments launches the first-ever Single Stock ETFs in the U.S.
July 14, 2022
Single Stock ETFs Launched, Including a Bearish Tesla Bet
AXS launched single-stock ETFs today, creating first-ever access to this type of trading in the U.S.
July 14, 2022
AXS Launches 8 Leveraged Bull and Bear ETFs
AXS Investments launched the first suite of leveraged single-stock ETFs, including eight that seek to provide leveraged long or inverse exposure to the daily performance of some of the most actively traded stocks, such as Tesla, Nvidia, PayPal, Pfizer and Nike.
July 14, 2022
AXS Launches Single-Stock Leveraged ETFs
AXS Investments launched a suite of single-stock leveraged and inverse exchange-traded funds, a lineup of eight ETFs that allow investors to place outsized trades on the short-term success or failure of some of the biggest names in the market right now.
July 13, 2022
Coming soon: Single-stock ETFs for traders but not investors
AXS Investments single-stock ETFs with be the very first in the U.S. ETF market.
July 12, 2022
AXS Obtains SEC Approval for Single-Stock ETFs
AXS Investments received regulatory approval to launch 18 Single-Stock ETFs, with a bull and bear version of each, relating to companies such as Tesla, Salesforce, ConocoPhillips, Boeing, Wells Fargo, Pfizer, Nike, Nvidia and PayPal.
July 12, 2022
The SEC Approves Single-Stock Leveraged and Inverse ETFs
AXS Investments is launching ETFs that will cover both Bull and Bear positions on a number of stocks that span many sectors, such as Tesla, Nvidia, ConocoPhillips, Pfizer, Salesforce, Nike, Boeing, Paypal, and Wells Fargo.
July 13, 2022
U.S. stocks end lower for 4th straight day as CPI data shows inflation at 41-year high
AXS Investments CEO Greg Bassuk remarking that inflation is still marking record highs and that could spark more aggressive Fed rate hikes and may further exacerbate recessionary fears.
July 11, 2022
Inflation Has Gone “Parabolic” CPI Chart Confirms
AXS Investments CEO Greg Bassuk on the quickly approaching earnings season’s impact on the markets, noting that with recessionary fears looking, investors are hyper-focused on corporate earnings for greater clues about the health of corporate America and the broader US economy.
July 11, 2022
16 Smart Ways Traditional Banks Can Improve Their Customer Experience
AXS Investments CEO Greg Bassuk on the importance of Financial Education for the ability of banks to stay competitive.
July 8, 2022
AXS Investments Named Top 10 Investment Firm of 2022
Financial Service Review (FSR) named AXS to its prestigious list of “Top 10 Investment Firms of 2022” as a pioneer and groundbreaker in financial services, asset management and disruptive innovation in the fund industry.
July 5, 2022
Short Sellers Pull Back on Their Bets Against the Stock Market
AXS Investments CEO Greg Bassuk on how investors might seek investment opportunities moving into earnings season.
July 1, 2022
Wall Street closes higher but still ends week in the red
AXS Investments CEO Greg Bassuk on the markets and economy for July and the balance of 2022.
July 1, 2022
July Stock Market Forecast
AXS Investments CEO Greg Bassuk on the economy and the markets, as well as on opportunities for investors in Alternatives and inflation-sensitive investments to potentially enhance their portfolios in July and the balance of 2022.
July 1, 2022
ESG Managers Say Wave of Probes, Scorn Heralds Better Days Ahead
AXS Investments’ Greg Bassuk said this means investors have learned not to blindly “flock to the next big thing.”
July 1, 2022
Scrutiny of ESG investments heralds better days ahead, managers say
AXS Investments’ Greg Bassuk said this means investors have learned not to blindly “flock to the next big thing.” “It’s not a lack of performance or not delivering on what the products are designed to do, but the lack of education and a mismatch in investor expectations with outcomes.” Bassuk, chief executive officer at AXS
June 28, 2022
Inflation fighting ETF attracts $70M in first 70 trading days
Greg Bassuk, CEO of AXS Investments stated: “With inflation remaining a top concern for investors, we feel that this ETF provides a way to protect portfolios against the inflationary pressures that are prevalent in the current economic landscape.”
June 15, 2022
S&P 500 ends lower ahead of Fed’s policy statement
Greg Bassuk, CEO of AXS Investments in Port Chester, New York, said that even though we are seeing more red and more negative pressure today, we believe this is really a wait and see day.
June 15, 2022
Asian shares mixed in quiet trading ahead of US Fed decision
“From a prices standpoint, we’re seeing inflationary pressure and we believe the jury is still out on the timing and extent of when we see a leveling or whether this new new normal of higher prices is cemented,” said Greg Bassuk, founder and CEO of AXS Investments.
June 14, 2022
Wall Street slips as investors eye Fed
“Ultimately, even though we are seeing even more red and more negative pressure here, in general today we believe is really a wait-and-see day,” said Greg Bassuk, CEO at AXS Investments in Port Chester, New York.
June 14, 2022
S&P 500 dips with Fed policy announcement on tap
“Ultimately, even though we are seeing even more red and more negative pressure here, in general today we believe is really a wait-and-see day,” said Greg Bassuk, CEO at AXS Investments in Port Chester, New York.
June 14, 2022
Stocks up and down a day after Wall Street sinks into a bear market
The real calm in today’s market is driven very significantly by the focus on this week’s Fed decision,” said Greg Bassuk, CEO of AXS Investments. “Today’s is either the calm before the storm or the calm that will hopefully represent an extended period of calm.”
June 1, 2022
AXS Investments is Democratizing Alternative Investments
AXS Investments is ‘democratizing investing’ by creating new access for individuals to investments that have been widely accessible historically to only the largest institutional and high net worth investors.
May 20, 2022
2022 Shaping Up To Be The Year Of Volatility
AXS Investments CEO Greg Bassuk on 2022 as the year is shaping up to be characterized by ongoing market volatility.
May 20, 2022
Consider Low-Volatility ETFs to Combat Current Market Turmoil
AXS Investments CEO Greg Bassuk suggesting that investors should anticipate the likelihood of heightened market turmoil for the balance of Q2 and 2022.
May 20, 2022
5 Outperforming Stocks Value Investors Should Add to Their Portfolios
AXS Investments CEO Greg Bassuk on how investors should position their portfolios for the potential impending market volatility ahead.
May 19, 2022
S&P 500 falls again, moving closer to bear market territory
AXS Investments CEO Greg Bassuk commenting on the volatile markets manifesting in May amid earnings season, high inflation, uncertain Fed policy and ongoing Covid-19 concerns on the heels of greater outbreaks in China.
May 19, 2022
S&P 500 falls closer to bear market; retail stocks continue to struggle
AXS Investments CEO Greg Bassuk on the equity and bond markets as retail stocks lead movement towards a bear market.
May 19, 2022
S&P 500 falls again on Thursday, inching closer to bear market territory
AXS Investments CEO Greg Bassuk on the economy and the markets, noting that investors should prepare for extended market volatility in Q2 and 2022.
May 17, 2022
S&P 500 and Nasdaq surge as Citigroup surge
AXS CEO Greg Bassuk noting that retail sales are one of the core data points that the Fed will look at as it thinks about how aggressive it needs to be to control inflation and that the latest data should allay some of the recession concerns on the basis that it is a positive signal on the trajectory and potential health of the U.S. economy further into 2022.
May 11, 2022
Wall St: S&P 500, Dow up after inflation data, Nasdaq down on rate hike worries
AXS Investments CEO Greg Bassuk on the release of April CPI figures, noting that the data underscores that inflation and rising prices remain at high levels.
May 10, 2022
AXS launches two tactical thematic ETFs
AXS Investments featured on the launch of its pair of new ETFs offering tactical plays on the investment themes of disruptive technology and Chinese internet stocks. The AXS 2X Innovation ETF seeks daily investment results, before fees and expenses, of 200% of the daily performance of the ARK Innovation ETF. The AXS Short China Internet ETF seeks daily investment results, before fees and expenses, that correspond to the inverse (-1x) of the daily performance of the KraneShares CSI China Internet ETF.
May 6, 2022
Find Offbeat Ways To Reduce Your Stock Market Risk
AXS Investments featured as a leading provider of Alternative investments.
May 5, 2022
Why the Dow plunged more than 1,000 points? Here’s what some pros think.
AXS Investments CEO Greg Bassuk remarking on the plethora of economic and geopolitical factors driving the volatility in the U.S. and global markets.
May 4, 2022
Wall Street closes with sharp gains after Fed’s interest rate hike
AXS Investments CEO Greg Bassuk sharing insights on the economy and markets in the aftermath of the Fed’s May rate hike, noting that the markets still need to grapple with geopolitical tensions, ongoing COVID issues, and wide-ranging corporate earnings results.
May 4, 2022
Wall Street celebrated Federal Reserve rate hike
AXS Investments CEO Greg Bassuk remarking on investors’ embrace of the Fed rate hike, with the hawkish move by the U.S. central bank underscoring its commitment to seek to contain rising inflation.
May 4, 2022
Wall Street closes with sharp gains after Fed’s interest rate hike
AXS Investments CEO Greg Bassuk on the economic and market factors underpinning the potential extended volatility ahead for the balance of May and beyond.
May 4, 2022
Dow soars over 900 points as investors cheer Fed’s rate hike
AXS Investments CEO Greg Bassuk on the Fed’s understanding of the need to contain soaring inflation.
May 3, 2022
AXS Investments launches two ETFs
ETF Express highlights the launch of the AXS 2X Innovation ETF (TARK) and the Short China Internet ETF (SWEB).
May 2, 2022
Anti-Ark ETF Adds Double-Leveraged Fund Mimicking Cathie Wood’s
AXS Investments CEO Greg Bassuk highlights the AXS 2X Innovation ETF (TARK) and the AXS Short China Internet ETF (SWEB) as new “toolkits for investors.”
May 2, 2022
AXS Investments Launches 2 ETFs and Adds SARK to Lineup
ETF Trends covers the debut of the AXS 2X Innovation ETF (TARK) and the AXS Short China Internet ETF (SWEB).
May 2, 2022
Two ETF Launches – Double Down on One Fund or Bet Against Another
MutualFundWire highlights the launch by AXS Investments of the AXS 2X Innovation ETF (TARK) and the AXS Short China ETF (SWEB).
May 2, 2022
AXS Debuts 2X Leveraged Version Of ARK Innovation ETF
AXS 2X Innovation ETF launched to provide 2X the daily exposure of companies that rely on or benefit from the development of new products or services, technological improvements and advancements in scientific research relating to the areas of: (i) DNA Technologies and the “Genomic Revolution,” (ii) Automation, Robotics, and Energy Storage, (iii) Artificial Intelligence, (iv) the “Next Generation Internet,” and (v) Fintech Innovation.
May 2, 2022
ARKK not enough? New fund gives 2X leverage to Cathie Wood’s flagship ETF
AXS Investments launches AXS 2X Innovation ETF on the heels of many investors’ strong belief that disruptive innovation stocks has fallen too far too fast.
May 2, 2022
AXS Launches 2X ‘ARKK,’ Short ‘KWEB’ ETFs
CEO Greg Bassuk says the new AXS ETF launches open new means of investment access for individuals that want to either go short on, or double down on, unique investment exposures
May 2, 2022
Anti-Ark ETF Adds Double-Leveraged Fund
AXS 2X Innovation ETF (TARK) and the AXS Short China ETF (SWEB) make their trading debut.
May 2, 2022
AXS Investments Launches 2 ETFs and Adds SARK to Lineup
AXS Investments CEO Greg Bassuk on bringing investors access to first-of-their-kind investment exposures to disruptive technology companies and China’s Internet sector.
April 26, 2022
AXS’ ETF Empire Built Practically Overnight
Financial services reporter Joe Morris takes a deep-dive into the fast growth and success of AXS Investments.
April 26, 2022
Stocks stumble 2.8% as worries about interest rates worsen
AXS Investments CEO Greg Bassuk commenting on Q1 corporate earnings and outlooks, and the consequence of the Fed’s more hawkish comments this week, which ratcheted up worries for investors already trying to navigate economic uncertainty over the lingering global supply chain issues, the pandemic and the war in Ukraine.
April 8, 2022
Is It Time To Tweak Your Investments For An Inflationary Environment?
AXS Investments CEO Greg Bassuk’s outlook on investment opportunities in Liquid Alternatives and inflation-sensitive assets in this rising price environment.
April 7, 2022
An Alts-Focused Firm Adopts a $450MM Fund Family
MutualFundWire highlights the AXS Investments series of acquisitions of ETFs and fund companies. Before investing you should carefully consider the fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained from www.axsinvestments.com. Please read the prospectus carefully before you invest. Information contained herein is subject to completion or amendment. A registration statement relating to these securities has been filed with the Securities and Exchange Commission but has not yet become effective. These securities may not be sold nor may offers to buy be accepted prior to the time the registration statement becomes effective. This communication shall not constitute an offer to buy or the solicitation of an offer to buy nor shall there be any sale of these securities in any state in which such offer, solicitation or sale would be unlawful prior to registration or qualification under securities laws of any such state. An indication of interest in response to this advertisement will involve no obligation or commitment of any kind.
April 6, 2022
AXS Investments expands ETF lineup
ETF reporter Bailey McCann highlights the AXS Investments continued build-out of its platform of alternative investment ETFs through acquisitions and new product launches.
April 1, 2022
Munis quiet, larger calendar awaits investors; US Treasuries curve inversion stirs recession fears
AXS Investments CEO Greg Bassuk on the market environment’s reactions to Fed policy, geopolitical tensions, and one of the worst ever health pandemics hovering over the U.S. and global economies, all of which are impacting the extent to which a recession will manifest.
March 30, 2022
Dow, S&P 500 snap four-session win streak as stocks close lower on fading Ukraine optimism
AXS Investments CEO Greg Bassuk on continued market volatility sparked by geopolitical concerns, rising inflation, recessionary fears and uncertainties relating to the ongoing global pandemic.
March 21, 2022
AXS Acquires Industry’s First-Ever Carbon Neutral ETF (CHGX)
CHGX ETF is the latest fund in the AXS lineup to offer innovative ETF and Sustainable Investing solutions for investors.
March 18, 2022
Fed’s Waller Suggests 50bps Rate Hikes Are Coming
AXS Investments CEO Greg Bassuk on volatility, inflation and interest rates as the market’s driving forces for 2022 and what it means for investors.
March 18, 2022
Dow rallies more than 270 points Friday as stocks post their best week since 2020
AXS Investments CEO Greg Bassuk says investors should not expect volatility to normalize over the next few months given the unprecedented level of very significant factors that could drive the markets one way or another.
March 17, 2022
Commodities provide merchants a wild trip
AXS Investments CEO Greg Bassuk noting that investors ought to preserve a detailed eye on Russia-Ukraine developments on condition that area’s standing as a big world provider of commodities.
March 17, 2022
US stocks fall as Russia dampens hopes of Ukraine cease-fire and oil surges back to $100 a barrel
AXS Investments CEO Greg Bassuk commenting that portfolios would benefit from inflation-protection exposures, such as TIPS and commodities, as well as investments that tend to do well in inflationary environments, such as cyclical stocks.
March 17, 2022
Commodities offer traders a wild ride, but some are drawn to volatility like flies ‘to a light bulb’
AXS Investments CEO Greg Bassuk sharing that while commodity price hikes and declines often stem from single triggers, the current confluence of uncertainties regarding Russia-Ukraine geopolitical developments, supply chain bottlenecks and Federal Reserve policy are creating a commodities price roller-coaster for investors.
March 17, 2022
US stocks fall as Russia dampens hopes of Ukraine cease-fire and oil surges back to $100 a barrel
AXS Investments CEO Greg Bassuk on the importance for investors of bracing for continued inflation and volatility in the immediate term.
March 16, 2022
Dow, S&P 500 close slightly lower as oil prices continue to rise
AXS Investments CEO Greg Bassuk commenting on rising inflation amid growing geopolitical unrest and ongoing concerns around the containment of the global pandemic.
March 7, 2022
Wall Street Drops 1% on Inflation Angst
AXS Investments CEO Greg Bassuk shares insights on the market’s reaction to the combination of impacts from the COVID pandemic, heightened inflation, geopolitical turmoil and Federal Reserve policy.
March 7, 2022
US STOCKS-Wall Street set to fall on inflation, as oil breaches $130
AXS Investments CEO Greg Bassuk shares insights on the market’s reaction to the combination of impacts from the COVID pandemic, heightened inflation, geopolitical turmoil and Federal Reserve policy.
March 7, 2022
Wall St drops 1% on inflation angst as oil soars
AXS Investments CEO Greg Bassuk on the economic and market outlook as oil rises to multi-year highs.
March 7, 2022
US STOCKS-Wall St drops 1% on inflation angst as oil soars
AXS Investments CEO Greg Bassuk shares insights on the prospects for equities amid elevated volatility sparked by geopolitical tensions, the ongoing global health pandemic and rising inflation.
February 28, 2022
Inflation is biggest fear in markets, despite Russian aggression
AXS Investments CEO Greg Bassuk on inflation’s continued lead position as the top narrative for investors in 2022, even with the Russia-Ukraine conflict, the global pandemic and uncertain Federal Reserve policy hanging in the balance.
February 28, 2022
Dow, S&P 500 close slightly lower as oil prices continue to rise
AXS Investments CEO Greg Bassuk commenting on rising inflation amid growing geopolitical unrest and ongoing concerns around the containment of the global pandemic.
February 26, 2022
Ukraine war, surging inflation and wild price swings: Here’s how some see the state of stock market as Biden readies crucial State of the Union
AXS Investments CEO Greg Bassuk on how investors should digest the economy and financial markets amid the Ukraine war, rising inflation and other economic and geopolitical uncertainties.
February 23, 2022
AXS Multi-Strategy Alternatives Fund (KCMTX) ranked Best Macro Fund in 2021 by BarclayHedge
BarclayHedge ranked the AXS Multi-Strategy Alternatives Fund (KCMTX) as the Number 1 performer among 83 funds in the Macro category for 2021.
February 12, 2022
Deals are Booming, but Antitrust Scrutiny Has Deal Traders Worried
AXS Investments CEO Greg Bassuk on how Merger Arbitrage strategies can be best positioned even when deals are impacted by antitrust issues.
Fund holdings and sectors are subject to change at any time and should not be considered a recommendation to buy or sell any security. For holdings in the AXS Merger Fund, see the fund’s fact sheet.
February 24, 2022
ETF of the Week: AXS Astoria Inflation Sensitive ETF (PPI)
ETF Trends’ CEO Tom Lydon discusses the AXS Astoria Inflation Sensitive ETF (PPI) on this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show.
February 5, 2022
Billionaire investor Leon Cooperman called inflation a friend of common stocks. Here’s why he might be right.
AXS Investments CEO Greg Bassuk on ways in which investors might position their portfolios in inflationary environments.
There is no guarantee that opinions or forecasts provided herein will prove to be correct or the sectors and asset classes identified will benefit from inflation. Past performance is not a guarantee of future results.
February 5, 2022
ETFs give advisers varied tools for fighting inflation
AXS Astoria Inflation Sensitive ETF (PPI) stands out for having exposure to both stocks and bonds. It owns energy companies and materials-related investments, as well as ETFs that invest in Treasury inflation-protected securities.
February 1, 2022
Layoffs hit record low as workers remain in the driver’s seat
AXS Investments CEO Greg Bassuk on the Federal Reserve’s focus on jobs data as a barometer of pending U.S. inflation levels, and what that means for invetors.
February 1, 2022
Jolts data show continued tight U.S. labor market
AXS Investments CEO Greg Bassuk advising that the latest JOLTS data suggests that investors should continue to brace for higher inflation, as employers will need to raise wages to attract and retain strong talent and will seek to pass along these costs to consumers.
January 28, 2022
How Will Climate Change Impact Your Retirement?
AXS Investments CEO Greg Bassuk providing insights on the attributes of ESG and Sustainable Investing for retirees and other investors in the months and years to come.
January 27, 2022
US stocks end volatile session lower as impact of Fed rate hikes outweighs strong GDP growth
AXS Investments CEO Greg Bassuk on the greater market volatility sparked by the latest Federal Reserve views and the attributes for investors to consider investing in inflation-sensitive assets, such as commodities and cyclical stocks to not only potentially mitigate inflationary woes, but to also position well for a price-rising environment.
January 26, 2022
Overlooked and Unloved, Merger Arbitrage Could Drive Returns in 2022
Chris Pultz, portfolio manager of the AXS Merger Fund, discussed the positive correlation of merger arbitrage and rising interest rates, which could contribute to stronger results in 2022.
January 19, 2022
Predictions 2022: The Investment and Public Markets
AXS Investments CEO Greg Bassuk providing insights on the economy and the markets, sharing that investors should prepare for the global pandemic to continue to characterize and drive economic and market activity.
January 18, 2022
With Rate Increases Looming, Investors Dump Shares of Money-Losing Companies
AXS Investments CEO Greg Bassuk remarking that easy monetary policy has partly fueled the rise in growth stocks, as it made it easier for companies to borrow cash at low rates. However, in a rising-rate environment, he notes, it’s harder for them to borrow money and do other things to invest in growth.
January 14, 2022
ETF Market Outlook – Picks for 2022
AXS Astoria Inflation Sensitive ETF (PPI) is named an ETF “Pick for 2022” by Zacks.
January 13, 2022
10- and 30-year Treasury yields fall to lowest in over a week
AXS Investments CEO Greg Bassuk providing insights on the monthly Producer Price Index (PPI) data release, noting that investors have reason to remain hyper-focused on factors likely to keep inflation elevated in the months ahead.
January 11, 2022
AXS Investments Expands Distribution with ETF, Mutual Fund & Alts Sales Veterans
Following a milestone year for AXS Investments in 2021, the firm announced the expansion of its sales and distribution team with experienced ETF, mutual fund and alternative investments veterans.
January 10, 2022
The Dow Is Beating Tech by the Most Since 1996 in the New Year
AXS Investments CEO Greg Bassuk believes investors should consider being proactive and aggressive with inflation.
January 7, 2022
US stocks end mixed as S&P 500 drops for 5th straight session while Nasdaq edges higher after last week’s rout
AXS Investments CEO Greg Bassuk addresses upcoming concerns about rising inflation and the Fed’s interest rate hikes
January 7, 2022
Bitcoin-at-$100,000?
AXS Investments CEO Greg Bassuk on digital assets evolving to wider acceptance and attributes in investor portfolios.
January 7, 2022
New ETF PPI to Beat Inflation
AXS Astoria Inflation Sensitive ETF (PPI) is available for investors just in time, as the consumer price index (CPI) jumped at its fastest annual pace in nearly 40 years in November.
January 3, 2022
ETF Edge: Two ETF Experts on What to Watch in 2022
CNBC ETF Edge host Bob Pisani highlights the AXS Astoria Inflation Sensitive ETF (PPI), with PPI’s portfolio manager, John Davi, discussing the strategy and ways investors can approach inflation in 2022.
January 3, 2022
New Multi-Asset ETF by AXS Investments Helps Combat Inflation
AXS Investments CEO Greg Bassuk on investor sentiment improving on the positive shift in economic data, while still gauging the likelihood of Fed tapering faster and to a greater extent than previously anticipated by market observers.
December 30, 2021
AXS Investments launches its first ETF in the US
ETF veterans lead move by AXS Investments into the ETF industry.
December 30, 2021
AXS Investments Launches 1st ETF
The first ETF from alternatives fund firm AXS Investments is an active approach to benefiting from the soaring inflation that’s brought pause to a market that spent months running on pure optimism.
December 30, 2021
An Empire State Fund Company Enters the ETF Space
AXS Investments CEO Greg Bassuk on the firm’s significant move into the ETF industry.
December 24, 2021
EMEA Morning Briefing: Stocks to Waver at Open as Investors Digest Omicron’s Spread
AXS Investments CEO Greg Bassuk on December’s market upswings underscoring that investors remain focused on the pandemic’s trajectory.
December 23, 2021
S&P 500 Ends At Record, Extending US Stocks Rally
AXS Investments CEO Greg Bassuk on investor optimism around the containment of the pandemic, propelling the equity markets to all-time highs
December 23, 2021
Stocks Finish Higher as Investors Digest Omicron’s Spread, Economic Data
AXS Investments CEO Greg Bassuk on the market gains being driven by positive developments regarding Covid-19 treatments and vaccines, contributing to expectations for an economic recovery in 2022.
December 10, 2021
Wall Street Closes Lower; Bullish Streak Cools Off
AXS Investments CEO Greg Bassuk on investors’ appetite to take a breather from the market rally to focus on the release of pending economic data for signs of a broader economic recovery.
December 9, 2021
S&P 500, Nasdaq break 3-day win streak as investors turn their attention to key inflation data
AXS Investments CEO Greg Bassuk sharing insights on factors driving the Federal Reserve’s determination of the timing and extent of tapering in light of inflation concerns.
December 9, 2021
Nasdaq and S&P 500 dip while the Dow Jones finishes flat as health care leads all sectors
AXS Investments CEO Greg Bassuk on investor sentiment improving on the positive shift in economic data, while still gauging the likelihood of Fed tapering faster and to a greater extent than previously anticipated by market observers.
December 1, 2021
With Higher Rates on the Horizon, Some Pandemic-Favorite Stocks Are Suffering
AXS Investments CEO Greg Bassuk on the stocks and sectors best positioned in a rising inflationary environment.
November 30, 2021
Omicron Variant Turns Traders Back Into Amateur Virologists
AXS Investments CEO Greg Bassuk on the outlook for the U.S. and global economy amid the ongoing pandemic, and what it means for investors in the months ahead.
November 29, 2021
Wall Street rebounds after Friday’s omicron panic
AXS Investments CEO Greg Bassuk on the market rebound and outlook for the markets and economy moving into 2022.
November 29, 2021
5 things to know before the stock market opens Monday
AXS CEO Greg Bassuk on a bullish outlook for an ultimate economic reopening, but likely with near-term volatility until there is more certainty with respect to containment of the new Covid variant.
November 28, 2021
New variant of Covid: when will sales stop in global markets?
AXS Investments CEO Greg Bassuk on the global pandemic eclipsing other factors, such as inflation fears, mixed economic data, and Fed policy developments, in driving investor activity and the direction of the markets.
November 27, 2021
Here is What the Black Friday Market Decline May Mean for Monday’s Trading
AXS Investments CEO Greg Bassuk observations on the options ahead for investors following the 2021 Black Friday market decline.
November 27, 2021
What Black Friday’s Market Carnage May Mean for the Stock Market
AXS Investments CEO Greg Bassuk providing insights on what the Black Friday stock market rout may mean for investors, with potential buying opportunities for stocks that are beaten-down from Covid infection spikes, inflation fears, and supply chain woes, but that still possess strong fundamentals that will drive their gains as the economy ultimately reopens.
November 26, 2021
What Investors are Saying About the New Virus Variant
AXS Investments CEO Greg Bassuk on global investor sentiment after new broke of the spread of a potentially vaccine-resistant coronavirus variant.
November 26, 2021
Risk Assets Plunge
AXS Investments CEO Greg Bassuk on the key drivers of the November month-end market decline, and what investors should anticipate for December and 2022.
November 26, 2021
What Investors are Saying
AXS Investments CEO Greg Bassuk on what investors are saying about the new virus variant, and how they can protect their portfolios.
November 26, 2021
Dow plunges 905 points as new coronavirus variant stokes fears of stalled global recovery
AXS Investments CEO Greg Bassuk on investor considerations for navigating the uncertain markets ahead with renewed concerns around a slowing of the economic rebound amid the breakout of a South African Covid variant.
November 26, 2021
Risk assets plunge as virus fears cause post-Thanksgiving blues
AXS Investments CEO Greg Bassuk commenting on the multitude of factors supporting greater investor allocations to alternative investments to enhance portfolio diversification and downside protection, as Covid and inflationary concerns trigger market declines.
November 26, 2021
What Investors are Saying About the New Virus Variant
AXS Investments CEO Greg Bassuk providing insights on the economy and markets upon the emergence of Covid’s South African variant. These developments are poised to condition the markets for a potential buying opportunity in stocks that are overly beaten down by short-term news, where their fundamentals position them for longer-term growth.
November 24, 2021
US STOCKS – Nvidia surge offsets Nordstrom, Gap slide
AXS Investments CEO Greg Bassuk insights on economic and market impacts from the combination of rising interest rates, cautionary earnings news, and COVID developments throughout Europe and Africa.
November 24, 2021
Wall Street ends higher
AXS Investments CEO Greg Bassuk on economic and market impacts for investors on the heels of rising interest rates.
November 24, 2021
Wall Street ends higher
AXS Investments CEO Greg Bassuk on the market outlook for the balance of 2021 amid mixed U.S. economic data, increased Covid-19 case rates, rising interest rates, and a spike in inflation concerns.
November 18, 2021
15 Ways Businesses Can Survive A Recession, From Top Finance Leaders
AXS Investments CEO Greg Bassuk on tips for weathering a recession and coming through stronger amid an economic rebound.
November 11, 2021
US stocks trade mixed as investors try to stage a comeback
AXS Investments CEO Greg Bassuk providing economic and market insights, as investors brace for heightened market volatility by considering sanctuary in inflation hedges, such as alternative investments and digital assets.
November 9, 2021
Infrastructure package gives a boost: Dow Jones continues to climb cautiously
AXS Investments CEO Greg Bassuk on the strength of the economy and markets being reinforced and further sparked by the passage of U.S. infrastructure legislation underpinning the strong prospects for recovery stocks in the months ahead.
November 8, 2021
Reactions to Musk’s poll on offloading Tesla stock
AXS Investments CEO Greg Bassuk on the investment opportunties associated with movement of Tesla stock sparked by Elon Musk’s Twitter poll asking users of the social media network whether he should sell his Tesla shares.
November 8, 2021
Value ETFs Strengthen as Infrastructure Bill Lifts Cyclical Sectors
AXS Investments CEO Greg Bassuk on the rallying of value ETFs as the $1 trillion U.S. Congressional infrastructure bill boosted economically sensitive sectors, including industrials, materials, and other sectors poised to benefit from this legislative milestone.
November 8, 2021
Dow hits record high as infrastructure bill lifts cyclicals
AXS Investments CEO Greg Bassuk on the factors driving the market’s new record highs, and the economic and market outlook for the balance of 2021 and the new year ahead in 2022.
November 8, 2021
Tesla falls to record high as $1 trillion infrastructure bill lifts stocks
AXS CEO Greg Bassuk on the economic and market impact of the passage of the U.S. infrastructure bill.
November 7, 2021
U.S.-Stock Funds Jumped 5.7% in October
AXS Investments CEO Greg Bassuk on the “rose-colored lens” that investors are looking through to send the market to new record highs, and boosting mutual funds and ETFs to their best month of the year in October.
November 1, 2021
A New Bond Market Playbook
Inflationary pressures on fixed income call for new alternatives. Sub-investment-grade bonds within an ESG framework can help reduce risks while seeking higher yields.
October 20, 2021
Stocks rise on Wall Street, S&P 500 hovers near record high
AXS Investments CEO Greg Bassuk on the factors driving the market rally and the outlook for corporate earnings, inflation and pending economic data.
October 20, 2021
Stocks end higher, bringing S&P 500 to the cusp of a record
AXS Investments CEO Greg Bassuk on the factors driving the market rally and the outlook for corporate earnings, inflation and pending economic data.
October 7, 2021
Solving for the Suitability Challenge in Private Equity
AXS Investments CEO Greg Bassuk on expanding access to Private Equity for individual investors, financial advisors, and the broader investing public.
October 7, 2021
Stocks close higher as receding debt fears spur rally
AXS Investments CEO Greg Bassuk on the strength of the markets amid investor optimism following bipartisan Congressional agreement on the U.S. debt ceiling, and the implications for investors in Q4 and beyond.
October 1, 2021
October Stock Market Outlook: Is The S&P 500 Ripe For A Correction?
AXS Investments CEO Greg Bassuk on the factors investors should be watching in October to evaluate the economic recovery and the direction the markets are headed towards year-end and 2022.
October 1, 2021
How to Protect Your Investment Portfolio Without Going Broke
Spotlight on Liquid Alternative investments with “most advisors saying that liquid alts should make up 10% to 20% of a portfolio.”
October 1, 2021
Pensions Warm to Stock Funds Modeled to Mirror Private-Equity Returns
AXS Thomson Reuters Private Equity Return Tracker Fund (LDPIX) and AXS Thomson Reuters Venture Capital Return Tracker Fund (LDVIX) attract over $415 million, as institutional investors increase focus on and allocations to daily-liquid Private Equity and Venture Capital strategy funds.
September 30, 2021
Merger Funds Still Make Sense
AXS Investments CEO Greg Bassuk on the attributes of merger arbitrage strategies that employ active management to navigate geopolitical issues, big deal terminations or other idiosyncratic developments.
September 16, 2021
HFs take the long-term, contrarian view on SPACs
AXS Investments CEO Greg Bassuk on the investment considerations and investment opportunities for SPACs.
September 15, 2021
US economy sluggish, copper prices rest in place
AXS Investments CEO Greg Bassuk on the tug-of-war market sparked by mixed economic data and the unclear direction of the U.S. and global economic recovery.
September 14, 2021
Wall Street dips as choppy recovery, looming tax hikes weigh on sentiment
AXS Investments CEO Greg Bassuk on the global stock and bond markets amid the economic recovery, ongoing cautiousness and uncertainty about the global pandemic, Federal Reserve policy, geopolitical concerns, and other drivers of stocks and bonds in the months ahead.
September 13, 2021
U.S. stocks edge higher, regrouping after a down week
AXS Investments CEO Greg Bassuk on the major market triggers, including COVID-19, Fed policy, and geopolitics, which are creating mixed signals for investors and driving more market uncertainty.
September 12, 2021
Wall St. down, Apple sinks on ruling
AXS Investments CEO Greg Bassuk on the outlook for the markets and economy.
September 11, 2021
Wall Street ends lower as U.S. PPI hits 11-year peak
AXS Investments CEO Greg Bassuk citing that the U.S. capital markets have been relatively tame lately amid a lack of fresh impetus following a long-run of record-setting rallies.
September 10, 2021
U.S. Stocks – Wall Street ends down
AXS Investments CEO Greg Bassuk on the outlook for the markets and economy.
September 10, 2021
Wall Street mixed while Apple sinks on app store ruling
AXS Investments CEO Greg Bassuk on the search by investors for outsized information, beyond the band of expectations, to harness greater visibility into the direction of the markets and investments for the balance of 2021 and beyond.
September 1, 2021
Nasdaq hits record high as soft jobs data fuels hopes of more Fed support
AXS Investments CEO Greg Bassuk on the attributes of alternative investments for portfolio resilience amid market uncertainties sparked by the Delta COVID variant, the indeterminate Federal Reserve tapering plans, and rising geopolitical tensions, all weighing heavily on the markets.
August 25, 2021
Delivering Alpha: Hedge funds could be staging a comeback as short bets post best month since 2010
Greg Bassuk notes that investors are turning to alternative investments seeking potential for more consistent returns to stay in the market after a strong rally to record highs. Alternatives may provide hedging or correlation-reducing outcomes to mitigate the risks of equity fluctuation in the Covid and Fed tapering environment.
August 25, 2021
Nasdaq scales new peak; Fed caution keeps S&P 500, Dow muted
AXS Investments CEO Greg Bassuk on the importance alternative investments can play in a portfolio at times when “there’s not a consistent set of data points that we can hang our hat on in terms of knowing the longer-term direction of the markets.”
August 25, 2021
After the S&P 500 and Nasdaq index set record closes, futures prices are sluggish Reuters
AXS Investments CEO Greg Bassuk on investor confidence being driven, in part, by the economic recovery in the aftermath of the Covid environment, as “people are still worried about the Delta variant” and its impact on the markets and investments.
August 25, 2021
US Stocks-Futures muted after record close for S&P 500, Nasdaq
AXS Investments CEO Greg Bassuk on the economy, markets and investment outlook after the S&P 500 posted its 50th record high close of this year, notwithstanding ongoing investor jitters about the continuing pandemic, Fed tapering uncertainties and increased geopolitical concerns that could weigh heavily on stocks and bonds in the coming months.
August 24, 2021
Fewer Competitors, a SPAC Downturn, and Inflation Fears Are Fueling a Merger Arb Boom
George Kellner, portfolio manager of AXS Merger Fund (GAKIX) and founder of one of the longest running hedge funds, hasn’t been this bullish in decades.
August 20, 2021
The hard work of democratization in PE & VC land
AXS Thomson Reuters Venture Capital Fund (LDVIX) and AXS Thomson Reuters Private Equity Fund (LDPIX) offer all investors access to the returns of the Venture Capital (VC) and Private Equity (PE) markets, removing barriers that historically limited access for individuals.
August 20, 2021
Wall Street Week Ahead: Investors stick to stocks, but gear up for bumpier ride
AXS Investments CEO Greg Bassuk on the sharp rise in investor demand for liquid alternatives, as well as private equity, venture capital and managed futures, which provide less correlation to the broader markets. Inflows into such investments stand at their highest levels since 2013.
August 12, 2021
Stocks end higher on Wall Street as Big Tech climbs
AXS Investments CEO Greg Bassuk on the outlook for investments and global stock and bond markets given the latest economic data reports, corporate earnings, and the impact of the ongoing health pandemic.
August 5, 2021
Wall Street Gains, as Unemployment Claims Decline
AXS Investments CEO Greg Bassuk on market volatility and investor outlook for greater clarity driven by economic data, corporate earnings, Fed policy, and COVID-19 containment.
August 2, 2021
August Stock Market Outlook
AXS Investments CEO Greg Bassuk on the outlook for August and the balance of 2021, with continued market volatility underscoring the attributes of allocating to alternative investments, including private equity and venture capital.
July 29, 2021
Market Wrap: Stocks Rise and Bonds Turn Higher as Fed Holds Rates
AXS Investments CEO Greg Bassuk on the outlook for continued market volatility through 2021 kindled by uncertain corporate earnings, economic data, and the velocity of progress on containing coronavirus variants.
July 28, 2021
Stocks Turn Higher, Bonds Fall as Fed Holds Rates
AXS Investments CEO Greg Bassuk on the Fed’s decision to hold rates constant and the impact for investors. While the economy appears to be inching closer, the Fed has not yet seen sufficiently outsized data to warrant a meaningful policy change. Market drivers in the near term include this season’s remaining corporate earnings announcements, key upcoming economic data reports, and the pace of progress in curtailing the global pandemic.
July 28, 2021
Asian Stocks Up Over Chinese Effort to Calm Markets, Fed Decision
AXS Investments CEO Greg Bassuk on the outlook for markets and investors on the heels of Federal Reserve policy guidance and geopolitical developments that could impact the broader stock and bond markets.
July 28, 2021
Stocks Turn Higher as Fed Holds Rates
AXS Investments CEO Greg Bassuk on the U.S. and global markets and on the economy’s move closer to Federal Reserve milestones as prerequisites for future changes to Fed policy.
July 28, 2021
S&P 500, Dow hit record highs as investors eye economic reopening
AXS Investments CEO Greg Bassuk on the outlook for markets and sectors amid greater economic stimulus and the migration out of pandemic-stricken economies.
June 25, 2021
U.S. stocks end mixed as Dow extends recovery after strong economic data
AXS Investments CEO Greg Bassuk on the timing and extent of the COVID recovery impacting investor outlook for stocks, bonds and alternative investments in 2021.
June 18, 2021
Stocks see worst week since February
AXS Investments CEO Greg Bassuk noting that investors should expect more immediate-term volatility until greater certainty and consistency manifests among economic data, Fed policy, corporate earnings and current geopolitical jitters, including U.S. relations with China and Russia.
June 17, 2021
Growth ETFs Brush Off Fed, Regain Their Momentum
AXS Investments CEO Greg Bassuk averring the factors driving the market’s volatility and the need for greater consistency in signals from economic data, Fed policy and corporate earnings to enable enhanced visibility on 2021 market expectations.
June 17, 2021
Tech-heavy Nasdaq rises on growth optimism, shrugs off hawkish Fed
AXS Investments CEO Greg Bassuk on market volatility and 2021 outlook driven by economic data, Fed policy, earnings, and geopolitical developments.
June 15, 2021
U.S. stocks trade lower midday after economic data as investors await Fed
AXS Investments CEO Greg Bassuk on factors driving investor outcomes and how to reposition investment portfolios as the global economy recovers from the pandemic’s impact on equity, bond, commodity and currency markets.
June 15, 2021
Stocks lower as inflation, retail sales data disappoints
AXS Investments CEO Greg Bassuk on the key investor considerations for navigating the markets amid increased inflationary pressure, mixed global economic data and ongoing uncertainty regarding the timing and extent of the post-pandemic recovery.
June 11, 2021
Infrastructure Compromise, Europe Recovers, Bitcoin – What’s Moving Markets
AXS Investments CEO Greg Bassuk noting the investment opportunity driven by greater than expected corporate earnings and an economic outlook more bullish than expected in Europe.
June 8, 2021
A Single Trade Worth $1 Billion Fueled Record Flow to Europe ETF
AXS Investments CEO Greg Bassuk on the reopening of the global economy, a strong Europe outlook and how investors can gain investment exposure to these markets.
June 4, 2021
Best ETFs And Mutual Funds Are Those That Can Withstand Inflation
AXS Investments CEO Greg Bassuk on the sectors and funds best positioned for investment success in 2021, including AXS Thomson Reuters Venture Capital Return Tracker (LDVIX), the only fund available to retail investors that replicates the performance of the venture capital industry.
May 27, 2021
Stocks Climb Amid Renewed Growth-to-Value Rotation
AXS Investments CEO Greg Bassuk on strong economic data underpinning the outlook for the markets in 2021.
May 21, 2021
Dow extends recovery after strong economic data
AXS Investments CEO Greg Bassuk on looming inflation, strong economic reports, and the pending global economic recovery.
April 22, 2021
Legalization Bids Boost Outlook for US Cannabis Industry
AXS Investments CEO Greg Bassuk on changes to federal laws that could impact the cannabis investment markets and outlook.
April 6, 2021
ETF Wrap: Putting your money where your mouth is, and we have a winner!
AXS Investments hired ETF pioneer Ben Fulton as managing director for global business development.
April 2, 2021
Biden’s $2.3 trillion spending plan spurs market gains
AXS Investments CEO Greg Bassuk on market insights.
April 1, 2021
S&P 500 Surges Past Record 4,000 on Growth Outlook: Markets Wrap
AXS Investments CEO Greg Bassuk on the S&P 500 amid this highly volatile time.
March 31, 2021
AXS Investments appoints ETF industry pioneer to lead global business development
ETF industry trailblazer Ben Fulton joins AXS Investments in move that joins fund industry and ETF pioneers at leading alternative investment management firm.
March 15, 2021
Stocks End Week With Modest Declines
AXS Investments CEO quoted for market and investment outlook
March 15, 2021
S&P 500 and Dow end session at record highs
AXS Investments CEO Greg Bassuk on market and investment outlook.
March 15, 2021
ETFs Pick Up Momentum, Erase Morning Losses
AXS Investments CEO Greg Bassuk on insights and commentary amid Q1 2021 market volatility.
January 14, 2021
AXS Investments Expands Distribution with Alternative Investment Sales Veterans
AXS Investments continues aggressive buildout of distribution team as part of the firm’s robust expansion across all major U.S. distribution channels, including RIAs, wirehouses, regional and independent broker-dealers, and financial institutions.
Shares are bought and sold at market price (not NAV) and are not individually redeemed from the ETF. There can be no guarantee that an active trading market for ETF shares will develop or be maintained, or that their listing will continue or remain unchanged. Buying or selling ETF shares on an exchange may require the payment of brokerage commissions and frequent trading may incur brokerage costs that detract significantly from investment returns.
Carbon Neutral Certification: Ethos performs an independent analysis of a fund’s carbon footprint and carbon credits (offsets) to verify whether the fund is carbon neutral during a specified period. The carbon footprint consists of verified Scope 1 and Scope 2 emissions of every holding of the fund. Ethos defines the carbon footprint of a fund as the total tons of Scope 1 and Scope 2 CO2emissions of its holdings multiplied by the fund’s percentage ownership of those holdings. Percentage ownership is based on the market value of the fund’s shares divided by the total market value of the holdings. While Ethos researches and models Scope 3 emissions for every fund holding, the company does not consider Scope 3 for fund-level certification. This is due to limitations with Scope 3 data, including: lack of standardized reporting methodology by companies: low coverage of companies reporting Scope 3 emissions; and, likely overlap of Scope 3 emissions across company value chains.
As part of the Carbon Neutral Certification, Ethos requires funds to submit proof of purchase of carbon credits from a list of approved providers of carbon credits. When information is not available the following modeling the formula used is: Expected emissions = peer-average carbon intensity(CO2per $M revenue) * $M revenue.
EthosESG audits this estimation and will address discrepancies should they arise. Emissions data is limited by the voluntary disclosure by individual companies and is not independently audited. Change Finance and EthosESG make every effort to ensure data is accurate but cannot guarantee absolute carbon neutrality.