Sunday, 1 November 2026
Independent coverage of global markets, trade and finance
September proved to be a fairly tumultuous month for many equity sectors outside of tech, and the materials sector was no exception. Key Takeaways: With the exception of tech, many equity sectors struggled to perform we…
Advanced Micro Devices, Inc. (AMD) and Meta Platforms, Inc. (META) powered a September gain for the gaming index behind the Amplify Video Game Leaders ETF (GAMR). The VettaFi Video Game Leaders Index rose 2.8% for the m…
The ETF ecosystem grows with each passing day, as more funds look to embrace the wrapper’s strengths. Perhaps one of the strongest ways to make use of the wrapper, however, is to provide a streamlined way to package hig…
Financial advisors in 2026 are increasingly leveraging gold as a core structural hedge and portfolio diversifier, typically advising a 5% to 10% allocation based on a client’s individual risk tolerance and retirement pr…
Traditionally speaking, one of the bigger challenges of value investing is determining whether a company is actually facing a real secular decline or whether a true value opportunity is present. Does this particular sto…
The muni bond ETF space has been an exciting one in 2026, with plenty of upheaval for investors to consider. Strong issuance has coincided with significant rate-driven volatility. That has created opportunities for savv…
T. Rowe Price has announced the launch of the T. Rowe Price Dynamic Emerging Markets Bond ETF (TDEM) on the Nasdaq today, the company said. Key Takeaways: T. Rowe Price’s new TDEM fund began trading on the Nasdaq as the…
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. Key Takeaways The Ivy Portfolio 10- and 12-month simpl…
Nuclear energy equities and related ETFs are in the midst of what some market observers argue is a healthy pullback. That indicates a buying opportunity may be afoot with funds such as the ALPS Nautilus SMR, Nuclear & T…
Trump showed no signs of backing off his threat Saturday to hit seven E.U. countries and the United Kingdom with new tariffs unless they supported his push for American control of Greenland.
Netflix, Inc. (NFLX) has shed a quarter of its value this year. But that decline isn’t the worst of the story. The once-beloved streaming entertainment stock resides nearly 44% below its 52-week high as of Sept. 29. Tho…
The July 2026 AIER Business Conditions Monthly (BCM) shows a sharp reversal in forward-looking conditions, even as measures of current and trailing activity improved. The Leading Indicator fell to 42 from 88 in June, wi…
Equity market returns over the past decade were largely driven by a narrow cohort of megacap growth stocks. That allowed market-capitalization-weighted indices to surge while traditional multi-factor strategies faced he…
Indian banks are once again asking the Reserve Bank of India (RBI) for regulatory relief on losses arising from their investment portfolios. Lenders want permission to spread their mark-to-market (MTM) losses across the…
Given that the Federal Reserve raised interest rates earlier in September, inflation data that was already crucial has taken on a new meaning. These reports could now serve as a barometer for what is to come from the ce…
It’s a complicated economic environment to retire in, with high costs and significant geopolitical and policy uncertainty. Still, people want and often may need to retire. However, thanks to innovation in the asset mana…
Active buffer ETFs and a first-of-its-kind electricity futures fund were the focus of this week’s ETF Prime. Host Nate Geraci welcomed Ben Sklar, portfolio manager on AllianceBernstein’s index and derivative solutions t…
On Wednesday, September 30, 2026, Jensen Investment Management launched the Jensen U.S. Quality Index ETF (JQTY). Key Takeaways: Jensen Investment Management has expanded its ETF lineup with the debut of the Jensen U.S.…
Global nuclear generation achieved a major milestone this month. Total global nuclear power output reached 2,702 terawatt-hours (TWh), notching a new record for the second consecutive year, according to a statement from…
Despite the fact that international equities have picked up steam over the past year and a half or so, they are still largely trading at noticeable valuation discounts compared to U.S. stocks. That sentence alone should…
BlackRock, Inc. (BLK) wants to give investors a new way to own five of its active mutual funds: as ETFs. Key Takeaways: Five BlackRock active mutual funds holding nearly $55 billion in combined assets could soon gain ET…
QQI expands access to the innovation profile of the QQQ Innovation Suite through companies outside the U.S.
The Goldman Sachs Future Tech Leaders Equity ETF (GTEK) has produced robust returns for its 75 basis point fee. The strategy has returned 46.5% YTD, according to ETF Database data, and 52.2% over the last 12 months. GTE…
Retail investors buy corporate bond ETFs expecting steady coupons and ballast against stock market volatility. Traditionally, fixed-income portfolios were anchored by defensive issuers like banks, industrials and utilit…