Ryan Jackson, CFA

More From Ryan Jackson

March Punctuates Uneven First Quarter for ETF Flows

Investors poured into bond ETFs, and stocks swirled in March.

Ryan Jackson, CFA Apr 3, 2023

3 Great Value ETFs for 2023

These Morningstar Medalists have shown their merit.

Ryan Jackson, CFA Mar 23, 2023

Is It Time to Short Jim Cramer?

These new ETFs are putting money where Jim Cramer’s mouth is—here’s why you should treat it as entertainment.

Ruth Saldanha Mar 23, 2023

Index Providers Disagree on Growth and Value

How have growth and value compared in 2023? It depends on how you define them.

Ryan Jackson, CFA Mar 17, 2023

U.S. Fund Flows: Momentum Stalls in February

Bond-fund flows stayed positive, but U.S. equity funds remained weak.

Adam Sabban Mar 16, 2023

ETF Flows Freeze in February Reality Check

U.S. ETFs saw modest outflows as global markets wavered.

Ryan Jackson, CFA Mar 1, 2023

3 Great ETFs for Your IRA in 2023

IRA accounts can enhance the tax efficiency of ETFs.

Ryan Jackson, CFA Feb 23, 2023

U.S. Fund Flows: January Kicks Off 2023 in Positive Territory

Investors returned to fixed-income and international-equity funds.

Adam Sabban Feb 16, 2023

ETF Flows Hold Steady as Markets Rebound in January

Investors piled $47 billion into U.S. ETFs as global stocks and bonds rallied.

Ryan Jackson, CFA Feb 1, 2023

U.S. Fund Flows: Investors Bail in 2022

Funds suffered their first calendar year of outflows since Morningstar started tracking, a total of $370 billion.

Adam Sabban Jan 17, 2023

3 ETFs for a Recession

This trio of Silver medalists may weather an economic downturn better than most.

Ryan Jackson, CFA Jan 13, 2023

A Brutal Year in the Markets Doesn’t Rattle ETF Investors

U.S. ETFs reel in $597.9 billion in 2022.

Ryan Jackson, CFA Jan 3, 2023

Do Multifactor Funds Deliver on Their Objective?

Our latest paper tries to unlock the mysteries of multifactor funds.

Daniel Sotiroff Dec 8, 2022

Global Markets and ETF Inflows Build Momentum in November

U.S. ETFs reeled in $62.7 billion in last month, as bond and international-stock portfolios posted banner monthly returns.

Ryan Jackson, CFA Dec 1, 2022

U.S. Fund Flows: Investors Continued to Pull Back in October

Sentiment improved as equity markets rallied, but outflows persisted.

Adam Sabban Nov 22, 2022

October Rally Ignites Optimism in the ETF Market

Investors poured $85.9 billion into ETFs as stocks launched a powerful rebound in October.

Ryan Jackson, CFA Nov 1, 2022

U.S. Fund Flows: Investors Pull Back in September

Tumbling equity markets and declining bond prices drove some investors to the exits.

Adam Sabban Oct 17, 2022

Why iShares Short Treasury Bond ETF Is So Popular

A safe haven in 2022, this ETF has seen solid inflows lately. Here’s how it works.

Ryan Jackson, CFA Oct 11, 2022

3 Stellar Multifactor ETFs

Ryan Jackson, CFA Oct 10, 2022

Turbulent September Markets Put ETF Investors on Defense

U.S. ETFs collected modest inflows as stocks and bonds sold off last month.

Ryan Jackson, CFA Oct 3, 2022

U.S. Fund Flows Turn Positive in August but Remain Weak

Taxable-bond and sector-equity funds bounce back.

Adam Sabban Sep 20, 2022

3 Great ETFs to Play a Supporting Role in Your Portfolio

Ryan Jackson, CFA Sep 14, 2022

Flows Into ETFs Hold Steady as Markets Wobble in August

ETF investors weren't deterred by another down month for stocks and bonds.

Ryan Jackson, CFA Sep 1, 2022

Stocks and Bonds Lock in July Gains, but ETF Investors Play It Safe

Investors keyed in on U.S. Treasury and dividend ETFs as markets rebounded in July.

Ryan Jackson, CFA Aug 1, 2022

The Index Inclusion Effect Isn't Cause for Concern

The once-powerful benchmark bump has dissipated over time.

Ryan Jackson, CFA Jul 19, 2022

June Cements a Negative Quarter for U.S. Fund Flows

Investors fled bond funds amid market turmoil.

Adam Sabban Jul 18, 2022

Halfway Through 2022, ETF Investors Have Stood Their Ground

U.S. ETFs hauled in $297.3 billion in a turbulent first half of the year.

Ryan Jackson, CFA Jul 5, 2022

Fixed-Income Funds Headline Positive ETF Flows in May

ETF investors pile into bond portfolios in another roller-coaster month in the markets.

Ryan Jackson, CFA Jun 2, 2022

Why Investors Should Skip Invesco QQQ

The constitution of the index that QQQ tracks lacks a sensible investment rationale, says Morningstar’s analyst.

Ryan Jackson, CFA May 31, 2022

Why Vanguard Value Index Is a Good Investment Today

This index fund is a cheap way to get exposure to large-cap value stocks, which are outperforming this year.

Ryan Jackson, CFA May 24, 2022

Ryan Jackson, CFA, is a former senior analyst, passive strategies, for Morningstar.*

Before assuming his current role, Jackson served as a customer support representative for Morningstar Direct.

Jackson graduated with a bachelor's degree in finance from the University of Wisconsin-Madison in 2019. He also holds the Chartered Financial Analyst® designation.

Follow him on Twitter @TheETFObserver.

*Morningstar Research Services LLC (“Morningstar”) is a wholly owned subsidiary of Morningstar, Inc.