Monday, 2 November 2026
Independent coverage of global markets, trade and finance
The week ended August 13 saw nearly $50 billion in net inflows to the ETF space. Unsurprisingly, equity ETFs received the lion’s share of the new dollars. They pulled in nearly $31 billion, with $23 billion of that goin…
Which sectors are showing the strongest earnings momentum? And where could investors find opportunities beyond technology? On August 18, 2026, experts from VettaFi and State Street Investment Management will discuss sec…
For decades, the investment industry has promoted diversification as the answer to risk. Own stocks. Own bonds. Add a few additional asset classes. Rebalance periodically. The assumption was simple: different investment…
SpaceX (SPCX) captured investor attention once again this week as investors digested a series of rapid developments that are fundamentally reshaping the company’s valuation story. What began as a pure-play commercial sp…
Ethereum, the second-largest cryptocurrency by market capitalization, has shed more than a third of its value this year. Obviously, that’s bad news, but not unique — the broader crypto complex is struggling in 2026.
Guessing what the Federal Reserve is going to do next is an increasingly difficult task. For some time, the war in Iran bolstered the possibility that the central bank would have to raise rates at some point this year t…
Investors seeking income are moving into active stock funds. The category gathered $36 billion in July, according to State Street Investment Management. That brought year-to-date inflows to $272.5 billion, keeping activ…
The rally in small-cap stocks is bringing more investor attention. However, the higher-for-longer rate regime of mid-2026 makes a quality-focused investment mindset important. In our view, this environment points invest…
The AI revolution continues to drive market headlines, with a widening cast of companies carrying the banner of AI agents, infrastructure, and possibilities. Nebius Group N.V. (NBIS) surged this week following a notable…
As the BRICS bloc expands, efforts by BRICS policymakers to increase global use of non-dollar currencies—particularly the Chinese renminbi—are accelerating. Washington should take note of how frustrations with the dolla…
Midstream continues to build on its reputation as a generous source of yield in portfolios. This week, two category-leading midstream ETFs – the Alerian MLP ETF (AMLP) and the Alerian Energy Infrastructure ETF (ENFR) – …
Outperformance is only half the story of quality investing. As George Valantis, director of factors and dividends at S&P Dow Jones Indices, pointed out — the quality factor can also matter for how portfolios behave when…
As nuclear reactor developers race toward commercial deployment, securing a reliable fuel supply chain has become a top priority. Advanced reactor developer X-Energy (XE) recently signed a definitive supply agreement wi…
For a market braced for an inflation surprise, July’s CPI report provided none of the sort. Core CPI rose 0.2% and headline CPI increased 0.1%, both matching expectations. On a year-over-year basis, core inflation stand…
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, discussed the Fidelity Blue Chip Growth ETF (FBCG) with Chuck Jaffe of Money Life.
[WASHINGTON] The number of Americans filing claims for unemployment benefits increased slightly last week, while layoffs dropped to a two-year low in July, consistent with a stable labour market.
On July 15, Eastern Time, the U.S. Bureau of Labor Statistics reported that June PPI rose 5.5% year-on-year, significantly below expectations. Monthly core PPI also moderated to 0.2%, signaling broad-based disinflation.…
With no help from the Federal Reserve, the notoriously rate-sensitive real estate sector is delivering some impressive performances this year, as the largest ETF in the category is up 10%.
Income ETFs are a huge category in the ETF landscape. Using a variety of derivatives, call strategies, and fixed income allocations, income strategies have thrived. They’ve drawn interest from investors at the start of …
Shares of Shopify Inc. (SHOP) surged last week after the Canadian e-commerce technology provider delivered an estimate-thumping second-quarter earnings report. That allayed investors’ fears about the company’s purported…
As Creative Planning Chief Market Strategist Charlie Bilello notes, the dividend yield on the S&P 500 has declined to a paltry 1.04% — a record low. The bright side in that scenario? It means that the index is rising, b…
If anyone was expecting U.S.-China tensions over critical minerals to simmer down any time soon, August has already put those thoughts to rest.
Aggregate bond ETFs are popular because these funds typically have low annual expense ratios and hold thousands of bonds. However, old guard aggregate bond ETFs aren’t perfect.
International value stocks fueled a decisive July for the ALPS International Sector Dividend Dogs ETF (IDOG). The fund gained 6.14% for the month, according to ALPS Advisors’ July ETF Spotlight report. Developed interna…