Sunday, 1 November 2026
Independent coverage of global markets, trade and finance
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 …
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’…
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…
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…
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 …
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…
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…
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…
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…
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…
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 …
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…
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…
American Century will rebrand MID as ACMG, cut its fee, and move the ETF’s listing to Cboe BZX in October 2026.
Broadly speaking, there are plenty of different metrics that analysts and investors can employ when trying to determine whether a stock is undervalued or not. Key Takeaways: There are many methods to identify a good val…
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…
LONDON, Sept 23 (Reuters) - Europe's economy is showing unexpected signs of health even as conflicts in the Middle East and Ukraine drive up energy costs for firms and households, key business surveys showed on Wednesda…
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 …
Amid the challenging backdrop of high oil prices and interest rates, major U.S. corporations are projected to deliver their strongest quarterly earnings growth in five years. The surge has been spearheaded by Big Tech c…
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…
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…
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