Monday, 2 November 2026
Independent coverage of global markets, trade and finance
The ETF market saw a massive surge into core index heavyweights this past week, as investors poured billions into broad U.S. equities and mega-cap tech leadership. However, this aggressive accumulation was paired with d…
Governments and utility providers are extending the operational shelf life of existing nuclear power facilities to combat rising power demand. Global energy security needs continue to accelerate, prompting operators to …
After a lengthy run of disappointment, real estate investment trusts (REITs) and the related ETFs are notching some impressive performances this year, with the largest ETF in the category higher by 11%. Proving active m…
Gold is extending its winning streak to a seven-week high near $4,300 per ounce, driven by geopolitical developments, a sliding dollar, and shifting Federal Reserve rate expectations. Despite recent gains, gold still tr…
To say it’s been an interesting year for energy stocks is an understatement, yet for many investors, performance has remained remarkably consistent. While volatile energy costs significantly impact the broader economy a…
Dutch semiconductor equipment giant ASML Holding NV (ASML) is not a value stock in the strictest sense of that term, but like any other growth stock, this artificial intelligence (AI) play delivers periods in which it o…
Some say that history may not repeat itself, but it often rhymes. Single-stock product launches have exploded in the ETF ecosystem, but South Korea’s recent efforts to curb excessive speculation in these funds are produ…
The market came into the 2nd quarter of 2026 with weakness due to concerns over Trump’s launch of operation Epic Fury alongside Israel against Iran. In the month of April, global markets experienced a turnaround resulti…
Global ETF assets under management (AuM) reached US$19.5 trillion at the end of 2025. More than a third of survey respondents are expecting global ETF AuM to reach US$35 trillion or even higher by June 2030.
Fixed income ETF positioning and the rise of active ETFs were the focus on this week’s ETF Prime. Host Nate Geraci welcomed Rebecca Ventre, senior fixed income client portfolio manager at Vanguard, and John Mayer, chief…
On Sunday, the United States and Japan confirmed a joint intervention to strengthen the yen after it fell to its weakest level in 40 years. The currency has been under near-constant pressure throughout 2025 and 2026 as …
Is the gold market finally regaining its luster? Given how the price of gold has currently been moving, it certainly seems possible.
Dividend-focused ETFs are basking in the sunlight of strong inflows. In State Street Investment Management’s July Flash Flows Report, dividend strategies are atop the leaderboard when it comes to factor flows, but which…
For income-focused investors looking beyond traditional bond yields without giving up stock market participation, the Amplify CWP Enhanced Dividend Income ETF (DIVO) offers a tactical solution. Amplify ETFs Founder and …
SUMMARY Job market holding up, with layoffs down 40% from this time last year. US productivity above trend — up 2.8% year-over-year. Profits and cash flow at record highs suggest Corporate America remains solid. We are …
Reflecting on the first half of 2026 provides a clear roadmap to strategize for the remainder of the year. Before that can occur, however, it’s imperative to check the pulse on the current state of the market and posit …
Active exchange-traded funds crossed $2 trillion in assets for the first time in July, according to State Street Investment Management. The category gathered $58.5 billion during the month, pushing year-to-date inflows …
Key Takeaways: AI investing is broadening beyond processors to memory and photonics, which address critical data storage and connectivity bottlenecks. Both memory and photonics ETFs offer targeted access to global leade…
Stocks continue racing to record highs, but the bond market faces considerable uncertainty as fixed income traders grapple with unclear policy signals from the Federal Reserve.
Australia’s trade balance recorded a surplus of A$1,929 million in June, according to official data released today, defying market expectations of a A$1,100 million deficit. The surprise surplus, driven by stronger-than…
Artificial intelligence is reshaping not only the technology sector, but also how investors define value. In a recent webinar, Matthew Tuttle, CEO and CIO of Tuttle Capital Management, and Frances Newton, CIO of Tuttle …
US president Donald Trump hasn't given up on his approach to use tariffs as a way of gaining the upper hand in the global markets despite the monumental decision by the US Supreme Court on Feb. 20 that his use of the In…
This weekly update tracks some of the largest cryptocurrencies by market share: Bitcoin and Ether. While both are considered high-risk assets, they possess foundational differences that investors should understand. We h…
Those who have been keeping a close eye on the commodities market know that critical material supply chains have become a top priority for nations worldwide. Not only has the United States been seeking to end its relian…