The ETF ecosystem grows almost every day, with hundreds of new strategies and massive flows coming with each year that goes by. Thanks to the ETF wrapper’s flexibility, issuers can craft and release targeted, transparen…
With megacap tech driving extreme market concentration, traditional equity and fixed income portfolios face growing structural challenges. A recent SS&C ALPS Advisors webcast, “Building Resilient Portfolios With Real As…
The Fed can stay focused on inflation Despite its recent weak showing, we believe the U.S. labor market remains healthy. Last week’s jobs report caught investors by surprise, with the U.S. economy adding just 29,000 new…
Healthcare stocks have finally stepped back into the spotlight. After spending much of the past several years in the shadow of technology and AI, the sector has quietly emerged as one of the year’s more compelling comeb…
Markets are facing a lot right now, from geopolitical risks to inflationary and monetary pressures. A huge bet on AI, meanwhile, looms over the global economy, with countless portfolios massively exposed. For advisors a…
Those who are well-versed in the fixed income market are likely aware of how attractive the collateralized loan obligation (CLO) opportunity set is right now. Key Takeaways: CLOs are currently offering strong potential …
Federal Reserve Chair Kevin Warsh said the central bank would take its cues from the bond market. One bond manager says that plan backfired quickly. Key Takeaways: Fed officials face a choice between more hikes that cou…
Natural gas production in the U.S. is dominated by the Marcellus and Utica in the northeast and the Permian in West Texas and New Mexico. However, the biggest driver of incremental natural gas production growth is likel…
Biotechnology stocks are showing signs of a renewed recovery, supported by a pickup in pharmaceutical mergers and acquisitions and investor interest in drug development pipelines. Key Takeaways: Big pharma acquisitions …
In a recent webcast hosted by TMX VettaFi’s Head of Research Todd Rosenbluth, Ari Polychronopoulos, TMX VettaFi’s head of RAFI Indices joined Brent Leadbetter, TMX VettaFi’s head of RAFI Distribution, to address the gro…
Each quarter, SPADE Indexes releases The SPADE Investor, covering trends, statistics, and analysis across the defense, aerospace, national security, and government sectors. The newest edition for 4Q26 was released in Oc…
For most of the past year, investors have been trying to answer what seems like a fairly straightforward question: How can the stock market continue to rise when interest rates keep moving higher? The conventional answe…
Gold has been hamstrung by rising global bond yields. Oil prices are soaring on the back of geopolitical conflicts. Other parts of the commodities complex are thriving, while others have what some experts believe are ex…
Elon Musk’s SpaceX (SPCX) is widely viewed as a rockets and satellites company. That’s an accurate description. But the company’s longer-ranging AI plans are a source of allure for patient market participants. However, …
Invesco Global Head of ETFs & Index Strategies Brian Hartigan was on Bloomberg TV on October 5, where he discussed the growth of the firm’s QQQ Innovation Suite and how it stands out at a time when competitors are launc…
Yale SOM leadership expert Jeffrey Sonnenfeld and co-author Steven Tian highlight the three best- and worst-performing CEOs of 2023—and hint at what’s ahead for each of them in the new year.
The yield on the 10-year note finished October 9, 2026 at 5.24% while the 2-year note ended at 4.80%. The chart below overlays the daily performance of several Treasury bonds, starting from the pre-recession equity mark…
Fixed income markets around the world have been affected by the global bond sell-off, and that certainly includes the U.S. bond market. Key Takeaways: Fixed income markets around the globe are continuing to be rattled b…
Earnings season is well and truly here, and with it come myriad opportunities for investors to adapt and reflect. Next week’s earnings calendar has some major highlights, but it may be Taiwan Semiconductor Manufacturing…
David Marcus, the Lightspark co-founder and chief executive, said Bitcoin’s next wave of growth will come from acting as invisible settlement infrastructure for banks and payment networks. That matters more than consume…
The ETF ecosystem is broad, and growing almost every day. Hundreds of ETFs launch each year, diversifying the options available to investors and advisors. The active ETF part of that ecosystem has contributed massively …