Investors pushed a record $663.59 billion into active exchange-traded funds through August, according to ETFGI, a research and consultancy firm that tracks the ETF industry. That pushed global assets in the category to …
Investors seeking a more consistent performance profile from their large-cap growth allocation may benefit from an approach that goes beyond the market-cap-weighted approach offered by many passive funds. Baron Capital’…
Earnings season is here again, with the next few weeks promising some important earnings drops. From financials like JP Morgan Chase (JPM) all the way to most of the megacap tech names, markets will learn a lot. How, th…
I’m away but alas staying in touch with political news at home, and thought I would check in with one of the best public opinion quants about where we stand right now …
September is a fun sports month. On weekends, I’m watching the baseball playoff races and the first weeks of pro football. I am also already counting down the days until my Knicks defend their NBA Championship title. Du…
With oil prices uncomfortably high, the same being true of inflation, and all the talk of a new supercycle dawning, it’s not surprising commodities are in the spotlight. The asset class is garnering plenty of adulation …
U.S. Treasury yields have surged to their highest levels in nearly a year as investors aggressively reprice Federal Reserve policy expectations following a string of hotter-than-expected inflation reports. The benchmark…
The latest rebalance of VettaFi’s Thematic Rotation Quality Momentum Screened Index (TQRMS), tracked by the NBI Thematic Rotation ETF (NTHM:TSX), reshapes the portfolio around a new set of themes. GLP-1 weight loss drug…
The yield on the 30-year hit a multi-decade high this week, spiking amid continued fiscal and monetary concerns. The 30-year hitting 5.45%, its highest mark since 2004, comes amid an already busy year for bonds. Muni bo…
One of the trends noticed during the ETF Exchange event in Las Vegas, Nevada, earlier this year was embracing complexity. Advisors are no longer hesitant to offer their clients alternative strategies for downside protec…
Summary A 5% 10-year rate is not a dealbreaker for stocks. Strong earnings growth can overcome rising rates. With the Fed now engaged, we think long rates are close to peaking. This week the 10-year Treasury yield cross…
Midstream ETFs have recorded consistently strong flows in 2026. The segment has a track record of generating attractive income for investors. Key Takeaways The Alerian MLP ETF (AMLP) and the Alerian Energy Infrastructur…
VettaFi Head of Sector and Industry Research Roxanna Islam appeared September 21 on Bloomberg TV to discuss the bitcoin rally despite an interest rate hike from the Federal Reserve and the stalling of the CLARITY Act, a…
Invesco has hired a BlackRock ETF trading executive to lead its ETF capital markets team in the Americas. Key Takeaways: Tim Clavin moves to Invesco after about two years at BlackRock and nearly a decade at Vanguard. Eq…
AllianceBernstein (AB) has promoted Julie Gunts to senior vice president, global head of ETFs. The move elevates a key internal leader to guide the asset manager’s rapidly growing active ETF franchise. Gunts brings more…
Confluence Investment Management offers various asset allocation products, which are managed based on “top down,” or macro, analysis. We publish asset allocation thoughts on a bi-weekly basis, updating the report every …
When pursuing income in today’s market, are investors better off allocating to long-dated bond funds or derivative-income ETFs? That question was center stage at a Future Proof panel, posed by my friend, ETF industry ve…
Broadly speaking, semiconductor equities are considered growth stocks. But there are occasions when some members of the group, including some bellwether names, serve up value. Value may be in the eye of the beholder, bu…
Active ETFs have become increasingly popular with investors in recent years, offering flexibility and upside potential. 2026 may have begun with investors already moving towards active ETFs, but a volatile year of geopo…
Highly concentrated capitalization-weighted indices have exerted their market dominance within the past decade, but multi-factor investing is striking back. A recent analysis by RAFI Indices highlighted the strategy’s r…
The NBI Thematic Rotation ETF (NTHM:TSX) has completed its latest portfolio rebalance, pivoting away from broad tech and industrial momentum to channel capital into midstream energy infrastructure and GLP-1 weight-loss …
Christopher Gatlin was arrested for a brutal assault he didn’t commit after AI Face Recognition Technology (FRT) said he matched the suspect. He spent 17 months behind bars, and clearing his name took two years. As of M…
Markets have dealt with serious whiplash from the Federal Reserve’s dramatic policy pivot this year. In just six months, the Fed funds futures market went from pricing in two rate cuts totaling 50 basis points to now pr…
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