Today's E-Edition Thursday, 29 October 2026

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VettaFi Talks Fundamental ETFs on Schwab TV

This week, I appeared on Schwab TV for the New York Stock Exchange. Here’s a brief recap. Key Takeaways: VettaFi index-based American Century Quality Growth ETF (QGRO) and VictoryShares Free Cash Flow ETF (VFLO) recentl…

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Buyback Surge Meets a Surprisingly Narrow ETF Market

Leave it to Nvidia to create buzz. This week, the company’s announcement of a massive, history-making, $150 billion stock repurchase plan put buybacks back in the limelight. Truth be told, stock buybacks have expanded s…

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What the Flows Into Bonds Suggest About European Investors

The international role of the euro grew moderately in 2025, with its share across various indicators of global currency use reaching around 20%. Viewed from a longer-term perspective, the role of the euro has grown grad…

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Ignoring the Noise: The Long-Term Case for Materials

September proved to be a fairly tumultuous month for many equity sectors outside of tech, and the materials sector was no exception. Key Takeaways: With the exception of tech, many equity sectors struggled to perform we…

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T. Rowe Price Launches Active Emerging Markets Bond ETF

T. Rowe Price has announced the launch of the T. Rowe Price Dynamic Emerging Markets Bond ETF (TDEM) on the Nasdaq today, the company said. Key Takeaways: T. Rowe Price’s new TDEM fund began trading on the Nasdaq as the…

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Gold as a Hedge: Navigating Global Debt & Persistent Inflation

Financial advisors in 2026 are increasingly leveraging gold as a core structural hedge and portfolio diversifier, typically advising a 5% to 10% allocation based on a client’s individual risk tolerance and retirement pr…

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Looking Ahead at ETFs for the 2027 Muni Bond Outlook

The muni bond ETF space has been an exciting one in 2026, with plenty of upheaval for investors to consider. Strong issuance has coincided with significant rate-driven volatility. That has created opportunities for savv…

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AMD, Meta Power GAMR’s Gaming Index as Capcom Joins

Advanced Micro Devices, Inc. (AMD) and Meta Platforms, Inc. (META) powered a September gain for the gaming index behind the Amplify Video Game Leaders ETF (GAMR). The VettaFi Video Game Leaders Index rose 2.8% for the m…

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Why Forced Selling Can Impact Your Value Portfolio

Traditionally speaking, one of the bigger challenges of value investing is determining whether a company is actually facing a real secular decline or whether a true value opportunity is present. Does this particular sto…

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Moving Averages of the Ivy Portfolio and S&P 500: September 2026

This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. Key Takeaways The Ivy Portfolio 10- and 12-month simpl…

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With Nuclear Investing Evolving, Size Up SMRF

Nuclear energy equities and related ETFs are in the midst of what some market observers argue is a healthy pullback. That indicates a buying opportunity may be afoot with funds such as the ALPS Nautilus SMR, Nuclear & T…

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After a Lengthy Slide, It May Be Time to Tune Into a Netflix ETF

Netflix, Inc. (NFLX) has shed a quarter of its value this year. But that decline isn’t the worst of the story. The once-beloved streaming entertainment stock resides nearly 44% below its 52-week high as of Sept. 29. Tho…

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The MFUS Fundamental Multi-Factor ETF Is Ideal in Today’s Market

Equity market returns over the past decade were largely driven by a narrow cohort of megacap growth stocks. That allowed market-capitalization-weighted indices to surge while traditional multi-factor strategies faced he…

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Two Measures of Inflation: August 2026

The July 2026 AIER Business Conditions Monthly (BCM) shows a sharp reversal in forward-looking conditions, even as measures of current and trailing activity improved. The Leading Indicator fell to 42 from 88 in June, wi…

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Why Active CLO ETFs Can Shine as PCE Data Cools

Given that the Federal Reserve raised interest rates earlier in September, inflation data that was already crucial has taken on a new meaning. These reports could now serve as a barometer for what is to come from the ce…

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ETF Prime: Buffer ETFs & the Case for Power Demand

Active buffer ETFs and a first-of-its-kind electricity futures fund were the focus of this week’s ETF Prime. Host Nate Geraci welcomed Ben Sklar, portfolio manager on AllianceBernstein’s index and derivative solutions t…

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Why Equity Income ETFs Can Star in Retiree Portfolios

It’s a complicated economic environment to retire in, with high costs and significant geopolitical and policy uncertainty. Still, people want and often may need to retire. However, thanks to innovation in the asset mana…

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The Cushion Beneath the Volatility

Indian banks are once again asking the Reserve Bank of India (RBI) for regulatory relief on losses arising from their investment portfolios. Lenders want permission to spread their mark-to-market (MTM) losses across the…

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Yields & Global Value: Inside Vanguard’s Top 8 ETFs for September

In September, Vanguard ETFs overall recorded a mix of steady market performance, some volatility, and significant dividend distributions, with investors pouring substantial capital into its funds. Stakeholders seemed to…

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Jensen Expands ETF Lineup With New Quality Offering

On Wednesday, September 30, 2026, Jensen Investment Management launched the Jensen U.S. Quality Index ETF (JQTY). Key Takeaways: Jensen Investment Management has expanded its ETF lineup with the debut of the Jensen U.S.…

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Global Nuclear Power Hits Record High: What It Means for NUKZ

Global nuclear generation achieved a major milestone this month. Total global nuclear power output reached 2,702 terawatt-hours (TWh), notching a new record for the second consecutive year, according to a statement from…

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What Advisors Need to Know About the First Autism ETF

As autism diagnoses rise, and research, regulation, and public awareness reshape the landscape, a broader neurodiversity care ecosystem is taking shape. The opportunities and challenges emerging from that shift were at …