Breaking the Bond Fever!

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 …

Read more →

Rising Rates Not a Dealbreaker for Stocks

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…

Read more →

Long Bonds vs. Derivative Income: The Income Dilemma

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…

Read more →

Testing the Limits of Higher Yields.

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…

Read more →

After the Hike: Fixed Income ETF Money Trail

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…

Read more →

How Active Tech ETF TTEQ Smashed Its Benchmark

Active ETFs have exploded in popularity in recent years, driving more and more ETF launches overall. Despite their comparatively smaller overall AUM among ETFs, they’ve gathered an outsized amount of flows. Within that …

Read more →

ETF Prime: VettaFi’s Focus on Fundamental Indexing

VettaFi’s acquisition of RAFI Indices and the case for fundamental indexing were the focus on this week’s ETF Prime. Host Nate Geraci welcomed Tom Hendrickson, president of TMX VettaFi. He was followed by Rob Arnott, ch…

Read more →

Some Perspective on Inflation

Since regaining the Oval Office in early 2025, President Donald Trump has repeatedly called for lower interest rates1 and severely criticized former Federal Reserve Board Chair Jerome Powell’s cautious approach to inter…

Read more →

New ETF Bets on the Machinery Behind AI Chipmaking

Lam Research Corporation (NASDAQ:LRCX - Get Free Report)'s stock price was up 2.9% during mid-day trading on Tuesday . The company traded as high as $311.39 and last traded at $310.96. 9,231,983 shares traded hands duri…

Read more →

SpaceX Allocation More Than Doubles in UFO ETF

On May 20, the U.S. Securities and Exchange Commission (SEC) website published SpaceX’s S-1 registration statement. The next day, a fund with the ticker “NASA” raised $375 million in a single day, and its assets under m…

Read more →