Sunday, 1 November 2026
Independent coverage of global markets, trade and finance
The ETF ecosystem grows almost every day, with hundreds of new strategies and massive flows coming with each year that goes by. Thanks to the ETF wrapper’s flexibility, issuers can craft and release targeted, transparen…
With megacap tech driving extreme market concentration, traditional equity and fixed income portfolios face growing structural challenges. A recent SS&C ALPS Advisors webcast, “Building Resilient Portfolios With Real As…
Big bank earnings season starts Tuesday, and the T. Rowe Price Financials ETF (TFNS) has a lot riding on it. Thirteen of its holdings report from Tuesday through Friday, spanning big banks, asset managers, and insurers.…
Markets are facing a lot right now, from geopolitical risks to inflationary and monetary pressures. A huge bet on AI, meanwhile, looms over the global economy, with countless portfolios massively exposed. For advisors a…
The Fed can stay focused on inflation Despite its recent weak showing, we believe the U.S. labor market remains healthy. Last week’s jobs report caught investors by surprise, with the U.S. economy adding just 29,000 new…
Federal Reserve Chair Kevin Warsh said the central bank would take its cues from the bond market. One bond manager says that plan backfired quickly. Key Takeaways: Fed officials face a choice between more hikes that cou…
Those who are well-versed in the fixed income market are likely aware of how attractive the collateralized loan obligation (CLO) opportunity set is right now. Key Takeaways: CLOs are currently offering strong potential …
Expanding adoption of the XRP Ledger among major financial firms has fueled speculation from Jake Claver that BlackRock may one day launch an XRP ETF.
Biotechnology stocks are showing signs of a renewed recovery, supported by a pickup in pharmaceutical mergers and acquisitions and investor interest in drug development pipelines. Key Takeaways: Big pharma acquisitions …
Each quarter, SPADE Indexes releases The SPADE Investor, covering trends, statistics, and analysis across the defense, aerospace, national security, and government sectors. The newest edition for 4Q26 was released in Oc…
For most of the past year, investors have been trying to answer what seems like a fairly straightforward question: How can the stock market continue to rise when interest rates keep moving higher? The conventional answe…
In a recent webcast hosted by TMX VettaFi’s Head of Research Todd Rosenbluth, Ari Polychronopoulos, TMX VettaFi’s head of RAFI Indices joined Brent Leadbetter, TMX VettaFi’s head of RAFI Distribution, to address the gro…
Gold has been hamstrung by rising global bond yields. Oil prices are soaring on the back of geopolitical conflicts. Other parts of the commodities complex are thriving, while others have what some experts believe are ex…
Invesco Global Head of ETFs & Index Strategies Brian Hartigan was on Bloomberg TV on October 5, where he discussed the growth of the firm’s QQQ Innovation Suite and how it stands out at a time when competitors are launc…
New Go Global Chapter and Regional Zones Highlight Cooperation Across ASEAN, Central Asia and the Middle East
The yield on the 10-year note finished October 9, 2026 at 5.24% while the 2-year note ended at 4.80%. The chart below overlays the daily performance of several Treasury bonds, starting from the pre-recession equity mark…
VettaFi recently sat down with Range Fund Holdings Founder Tim Rotolo to analyze the nuclear sector outlook, discussing recent headwinds, why he views 2026 as a “year of digestion rather than deterioration,” and where t…
David Marcus, the Lightspark co-founder and chief executive, said Bitcoin’s next wave of growth will come from acting as invisible settlement infrastructure for banks and payment networks. That matters more than consume…
Fixed income markets around the world have been affected by the global bond sell-off, and that certainly includes the U.S. bond market. Key Takeaways: Fixed income markets around the globe are continuing to be rattled b…
The ETF arena continues to evolve rapidly, driven by mutual fund conversions, targeted semiconductor supply chain plays, and expanding active management offerings across global equity and income allocations. Key Takeawa…
The ETF ecosystem is broad, and growing almost every day. Hundreds of ETFs launch each year, diversifying the options available to investors and advisors. The active ETF part of that ecosystem has contributed massively …
Nifty Bank: Banking sector index Nifty Bank witnessed a fresh milestone on Wednesday, November 19, as it climbed to a record high, crossing the 59,200 mark for the first time. The index touched 59,264.25 in intraday tra…
Digital asset fund flows across all issuers lost momentum this week, a marked slowdown after US$11.1B of inflows since mid-July. Much of that earlier demand appears to have reflected investors buying at depressed valuat…
China and the European Union have reached a deal that could cut Chinese exports of hybrid cars to the bloc by more than half, European Trade Commissioner Maros Sefcovic said yesterday (9 October) after talks in Beijing …