Chip stocks rallied this week on a wave of strong tech earnings, and investors rewarded semiconductor ETFs with a rush of new cash. Three funds tracking the chip sector ranked among those pulling in the most new money, …
The midstream energy sector continues to demonstrate its commitment to returning capital to shareholders. Major energy infrastructure companies recently announced sequential increases in payouts during Q3 2026, bolsteri…
The euro area economy remained resilient in 2025, despite uncertainty and trade policy shocks. Growth expectations were consistently revised up over the course of last year and the economy broadly maintained this positi…
The Federal Reserve left its policy rate unchanged at 3.50% to 3.75% in a split 9-3 vote, while reiterating that inflation remains above target and the FOMC is committed to restoring price stability. On the surface, the…
Canadian GDP growth slowed sharply in Q2, coming in weaker than expected at -1.6% on an annualized quarter-over-quarter basis, following a strong 2% gain in Q1.
The second quarter of 2026 stood in stark contrast to the first. Our last letter concluded with our suspicion that markets were looking for a reason to go back up. They found one over and over again with each new announ…
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HONG KONG — China’s economy last quarter grew at the slowest rate in three years, reflecting a broader slump that the country’s leaders signaled earlier this year when they set the lowest growth target in more than thre…
In a tricky fixed income environment marked by high interest rates and ongoing monetary policy uncertainty, collateralized loan obligations (CLOs) are emerging as a strategic alternative. However, investors shouldn’t bl…
On July 27, REX Shares filed for the REX Peptides ETF tracking the VettaFi Peptides Index. The fund targets companies strategically positioned to advance the development, manufacturing, and commercial adoption of peptid…
Germany’s manufacturing sector unexpectedly slipped back into contraction territory in March, according to the latest flash Purchasing Managers’ Index (PMI) data released on Monday. The HCOB Germany Manufacturing PMI fe…
As anticipated in our last global economic outlook, elections around the world have driven notable policy changes that altered the trajectories of inflation, borrowing costs, currency values, and trade and capital flows…
Goldman Sachs Asset Management (GSAM) recently expanded its ETF lineup via the acquisition of Innovator ETFs. In addition to Innovator’s notable suite of buffer ETFs, the deal also brings exciting active strategies like…
Driven by strong growth in the Azure cloud and Copilot businesses, Microsoft (MSFT) delivered another standout quarterly earnings report, topping Wall Street expectations and reinforcing the company’s role as a leader i…
On Thursday, July 30, 2026, Aristotle Funds — a longtime mutual fund provider — made its debut into the ETF market with the release of three new funds. All three funds provide Artistotle’s actively managed takes on fixe…
Recent headlines about slowing AI spending and volatile tech stocks miss a bigger story. The U.S. power grid isn’t ready for what’s coming. That was the message from speakers on a July 27 webinar sponsored by SS&C ALPS …
The US economy expanded at an annualized rate of 1.5% in Q2 2026, slowing down from Q1's 2.1% pace and missing the market's 2.0% estimate. The headline deceleration was caused by declines in government spending and weak…
Thornburg Investment Management’s newest income ETF, THOR, was built around a pattern that has quietly powered much of the market’s gains. That pattern is rising valuations, not stronger earnings.
You’re likely aware that many technology companies are spending epic sums of money on AI these days. Take tech titans like Oracle, Alphabet, Microsoft, Amazon, and Meta that are building out massive data centers and oth…
As concerns grow about the market’s biggest companies, investors are looking further down the market-cap scale. Mid-cap innovators are drawing more attention because they have more room to grow. For investors seeking gr…
South Korea and Taiwan are grabbing the majority of financial news headlines when it comes to international exposure, but a peek inside Latin America reveals potential opportunities. Brazil, in particular, could be offe…
Technology stocks, and nearly every other segment with ties to the artificial intelligence (AI) trade, are in the midst of a two-month swoon as market participants look for greener, non-tech pastures. Not surprisingly, …
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