Sunday, 1 November 2026
Independent coverage of global markets, trade and finance
Patients are already getting their hands on the first GLP-1 pill for obesity from Danish drugmaker Novo Nordisk — a once-daily drug that shares the same brand name as its popular injection Wegovy. A GLP-1 pill from the …
These taxable bond ETFs run by active managers earn top ratings from Morningstar in 2026.
FTSE Russell has launched a consultation over its U.S. style index methodologies as excessive stock market concentration forces growth-oriented companies to overflow into its value benchmarks. Since their introduction a…
The gold market is notable for both its long history and its significant scale. Gold’s role as a consumer good and an investment asset is shaped by its scarcity, the durability of its above-ground stock, and its usefuln…
The options-based ETF market continues to expand quickly in 2026, driven by persistent demand for income and slowly-but-surely growing appetite for downside protection in a bull market that keeps going higher. Key Takea…
This week, I had the honor of joining Bloomberg’s ETF IQ show. In one segment, Eric Balchunas, Isabelle Lee, and I covered thematic equity and fixed income ETFs. In a different segment, the three of us answered trivia q…
It’s tax loss harvesting season, with major shifts in bonds and rates driving investors to sell some of their debt assets into new segments. Muni bonds, for example, offer huge upside in reducing tax bills and adding so…
Treasuries are far from the only offenders when it comes to currently elevated bond yields. Typically docile, at least in yield terms, municipal bonds are also guests at this dubious party. For example, the ALPS BBH Int…
Investors and central banks alike have been tangling with the threat of inflation for the better half of 2026. Key Takeaways: Given the persistent nature of inflation, real assets are offering a potent inflation case du…
Investing in international equities offers essential geographic diversification, but traditional cap-weighted global benchmarks can present challenges. Market concentration, country-level volatility, and stretched valua…
September’s shifting monetary policy proved to be a bit of a challenge for silver investment during the month, just as it did for gold. Key Takeaways: Rising rates and a more attractive dollar made conditions more diffi…
The ETF industry continues to gather record inflows in 2026. This demand has been met with a rapidly growing supply. The result: ETFs that sound the same often perform differently — sometimes significantly differently. …
U.S. stock index futures edged lower on June 2, despite a prevailing AI theme and recent record highs. Investors await the non-farm payrolls report and monitor Middle East tensions' impact on oil prices and inflation. B…
Fed rate hikes could climb further than markets expect, according to T. Rowe Price Capital Markets Strategist Tim Murray. Key Takeaways: Futures markets priced in just over four Fed hikes through 2027 after the Sept. 16…
Only a few years ago, natural gas pipeline projects were largely concentrated in Texas and Louisiana. These intrastate systems did not require federal review, making permitting relatively easier. Today, natural gas pipe…
Space exploration continues to captivate the minds of the general public and investors alike. For the latter, a recent VettaFi webcast examined the space economy as an investable opportunity: Why You Should Make Room Fo…
Rising oil prices are usually seen as an inflation warning. Yet Thornburg Investment Management argues the longer prices stay high, the more likely they are to pull inflation down. Key Takeaways: U.S. households spend a…
As investors look beyond U.S. borders for fixed income diversification, Schwab Asset Management is entering the international bond ETF race with the Schwab International Bond ETF (SCIN). Expected to begin trading on the…
For all the talk — and it’s accurate, to be sure — about soaring Treasury yields, AI expenditures, geopolitical conflicts and any number of other concerning factors, stocks are delivering impressive performances this ye…
Indonesia stocks have taken a fresh blow after MSCI launched a consultation on Friday which threatened to eject the country from its emerging market benchmarks, double-downgrading it to ‘standalone’ status. For U.S. inv…
Dubai: If you thought ETFs were already flooding the market, 2025 just took it to a whole new level. In just the first four months of the year, 847 new exchange-traded funds (ETFs) were launched globally—a record-breaki…
The quickest way to add nuclear power to the U.S. grid is to get more out of the reactors already running. Over the past month, Google (GOOG) and Amazon (AMZN) signed agreements backing nearly 1.2 GW of uprates at exist…
Valuations are high and concentration risk remains a major factor for investors to consider. Yields are reacting more to Anthropic’s rumored financial data than the Fed, and that tells a clear story: The market is squar…
The race to fund artificial intelligence has moved into bonds, where tech giants now compete with governments for investors. Key Takeaways: Roughly one-third of investment-grade corporate supply through August 31 was lo…