Sunday, 1 November 2026
Independent coverage of global markets, trade and finance
The stakes certainly seem to be getting raised in the bidding war for USCF Investments and its parent, The Marygold Companies. Key Takeaways: Simplify Asset Management has submitted a proposal to buy The Marygold Compan…
The derivative ETF landscape is undergoing a rapid transformation, as financial advisors look for ways to generate elevated, tax-efficient income while managing equity market volatility without adding traditional intere…
Experienced gold investors know that much of the yellow metal’s near-term fortunes lie in the hands of the Federal Reserve. As has been widely discussed this year, gold doesn’t pay dividends or interest. That implies th…
Uranium mining equities have been back on the rise as of late. Key Takeaways: Recent insights from the Sprott team show that uranium miners and junior uranium miners saw significant gains in August. These gains are occu…
Meta Platforms is officially entering its next phase, and Wall Street is taking notice. Shares of the tech giant are experiencing a sweeping re-rating as Muse, the company’s new AI agent, takes center stage in its roadm…
Northern Trust Asset Management plans to convert six mutual funds representing approximately $33 billion in assets into exchange-traded funds during the first quarter of 2027, expanding its ETF business as investors and…
In recent days, energy discussions and headlines have been dominated by the potential for a U.S. diesel export ban. The U.S. is a major exporter of diesel, including to Europe, which has been hit hard by global diesel s…
When it comes to identifying value, typical fundamental metrics like price-to-earnings (P/E) or price-to-book (P/B) are often used. Both metrics rest on accounting outputs (reported earnings and book value), and account…
Following the Federal Reserve’s highly anticipated September meeting, which saw the central bank raise rates by 25 basis points, fixed-income investors are once again reassessing their portfolios. The central bank is na…
More conversions to exchange-traded funds (ETFs) from mutual funds continue to underscore the preference of the ETF as the investment vehicle of choice. Last week, Putnam Investments completed the conversion of its mutu…
As equity market concentration hits historic levels, investors are actively seeking alternative index weighting strategies to mitigate idiosyncratic risk. For decades, the default option to escape the confines of market…
The BlackRock Model Portfolio Solutions team made significant allocation shifts during the week ended September 24, 2026. The team recently managed over $300 billion and often causes shockwaves in the ETF industry. Last…
Institutional investors are more eager than ever to increase private market exposure, but a wall of liquidity concerns is keeping many from moving as fast as they’d like, according to Morningstar’s fifth annual Asset Ow…
Costco’s fiscal year 2026 has officially concluded, and the retailing giant certainly closed out on a high note. Key Takeaways: Costco recently released its Q4 2026 and fiscal year 2026 operating results, which showcase…
In broad terms, the semiconductor industry usually isn’t top of mind for value investors, but there are occasions when individual names in the group look like bargains. Some experts argue that Broadcom (AVGO) currently …
There is a myth that index-based ETFs are all static buy-and-hold products that passively track a benchmark. Many people think of indexing through the lens of market-cap strategies like the Vanguard S&P 500 ETF (VOO). F…
The global pressurized water reactor (PWR) system market is valued at USD 13.0 billion in 2025 and is projected to reach USD 17.6 billion by 2035, expanding at a CAGR of 3.1%. This increase represents an absolute dollar…
I’m talking about the cash I have sitting here that I desperately want to get into the market. Earlier this year, I got a chunk of money from selling a house. I have no desire to own another home (that’s a story for ano…
Key Takeaways NVIDIA’s annual revenue grew from $9.71 billion in fiscal 2018 to $215.94 billion in fiscal 2026, roughly a 22-fold increase. The Transformer architecture emerged more than five years before ChatGPT, illus…
Earnings season is here again, with the next few weeks promising some important earnings drops. From financials like JP Morgan Chase (JPM) all the way to most of the megacap tech names, markets will learn a lot. How, th…
Investors pushed a record $663.59 billion into active exchange-traded funds through August, according to ETFGI, a research and consultancy firm that tracks the ETF industry. That pushed global assets in the category to …
The VettaFi Editorial team met for a New York City onsite this week, confabbing over the latest news and important changes in the ETF ecosystem. As part of that gathering, writers and editors came together to share some…
The ETF industry has been abuzz with mergers and acquisitions (M&A) activity. Adding to the growing list of M&A deals, Chicago-based private equity firm Madison Dearborn Partners (MDP) entered into a definitive agreemen…
September is a fun sports month. On weekends, I’m watching the baseball playoff races and the first weeks of pro football. I am also already counting down the days until my Knicks defend their NBA Championship title. Du…