On Monday, June 15, Guggenheim Investments debuted a pair of new fixed income ETFs. Each of these new funds offers an active take on the fixed income space. This may help investors looking to amplify portfolio yield.
Markets returned to positive territory for the week, with the turning point occurring Thursday after the announcement of a potential deal with Iran that would extend the ceasefire while reopening the Strait of Hormuz for the first time since February 27.
The Iran conflict, inflation reports, and the largest initial public offering of all time each took its turn in the spotlight last week. The fragile ceasefire with Iran looked ready to collapse after Iran shot down a U.S. Apache helicopter, and the U.S. retaliated with strikes on Iran.
J.P. Morgan converted two mutual funds into active muni ETFs for California and New York investors seeking tax-free income.
Financial markets generally displayed exuberance Monday after the US and Iran agreed to an interim peace deal to reopen the Strait of Hormuz. Oil prices fell to the lowest since early March and the S&P 500 Index surged, leaving it just a few points below its all-time high reached at the start of the month.
Philanthropy conversations can open the door to multigenerational planning, as clients can bring in their children to contribute to discussions of shared values and charitable goals. For advisors, that creates an opportunity to become not just a financial resource, but a trusted partner who helps clients connect wealth with purpose.
The U.S. initial public offering (IPO) market appears to be entering one of its most consequential periods in years. After a long drought following the 2021 issuance boom, a healthier macro backdrop, improved risk appetite, and a long queue of mature private companies have reopened the new-issue window.
As expected, the European Central Bank (ECB) raised its three key interest rates by 25 basis points (bps) on June 11, responding to the energy shock from the Iran war. Inflation was revised higher for 2026 and 2027, and it is expected to fall to target in 2028. Although we expect one more hike, the timing is uncertain as the ECB is keeping all options open—including the possibility of not raising rates again.
This week the Fed has its first meeting under new Chair Kevin Warsh. For only the third time in US history, the former Chair, Jerome Powell, will still participate as a regular member of the Board of Governors.
Gold has always had a way of testing investors’ expectations. Just when the headlines appear most supportive—inflation is rising, geopolitical risk is escalating and confidence in fiat currency is being questioned—gold can suddenly move in the opposite direction.
Advisors searching for diversification from a concentrated S&P 500 Index often reach for equal-weight strategies. However, a new report argues that all equal-weight approaches are not interchangeable.
Several ETFs have added exposure to Space Exploration Technologies (SPCX) after the aerospace giant completed the largest initial public offering in market history. Trading on the Nasdaq, SpaceX surged 19% from its initial $135 offering price to close at $160.95 per share, notching a historic $2.1 trillion valuation. Actively managed ETF vehicles were able to use their operational flexibility to add positions in SpaceX at its debut.
Join Baron Capital for a product due diligence session covering Baron SMID Cap ETFTM (BCSM).
Dr Frank Sortino passed away last month. He was 94. Frank was a good friend of mine. Frank earned the name Dr. Downside for redefining risk as a measure of not achieving your objectives, which led to the fairly famous Sortino Ratio.
Treasuries advanced as investors dialed back expectations for Federal Reserve interest-rate hikes following news of a deal to halt the Iran war.
VettaFi’s core mission is to provide the index and distribution solutions that help asset managers build, grow, and navigate the markets with precision. Last week we took a massive, transformational step forward. TMX VettaFi signed a definitive agreement to acquire RAFI Indices from Research Affiliates, the undisputed pioneer of fundamental indexing and smart beta strategies.
Chris Galipeau discusses high-conviction insights that go beyond media headlines.
This week’s inflation data highlights a growing disconnect between how markets interpret inflation and how consumers experience it. The May Consumer Price Index (CPI) report delivered a nuanced message: While headline inflation accelerated, core inflation remained relatively contained, an outcome that provides some comfort to policymakers.
Given all the interest and hype over the SpaceX IPO, many advisors and investors have been increasingly gravitating towards thematic ETFs that focus on the space industry. Given that the SpaceX IPO is the largest IPO in history, this should not come as a surprise to anyone.
Recent economic data continues to point to a resilient U.S. economy. The unemployment rate held steady at 4.3% in May, while payrolls increased by 172,000 jobs. Hiring remained strongest in leisure and hospitality, though there were also encouraging signs from more cyclical areas of the economy.
During this time of year, we like to take stock of what happened in the first half of the year and compare it with the expectations we had at the beginning of the year when we published our full-year outlooks.
The U.S. economy faced intensifying headwinds in May as both consumer and wholesale inflation metrics surged to multi-year highs.
Discover how Capital Group’s active CGGR ETF navigates this mega-cap divergence to uncover secular growth beyond tech.
High-speed railway Brightline West has signed new contracts to lay tracks and systems for its high-speed railway, according to an email seen by Bloomberg, signaling progress for a project whose municipal bonds have traded at steep discounts since last year.
The current economic downturn is best described as hybrid and structurally driven. It leans heavily on demand constraints, though it is triggered and complicated by ongoing supply shocks.
What do you do if you have a standard that’s not being met? Move the goalposts! Of course, you could work harder to meet the goal. But that’s hard. So, why not just change the standard and make it easier to meet?
Goldman Sachs and Innovator panelists say buffer ETFs can help advisors move cash-shy clients into stocks with built-in downside limits.
In this video, Chuck Carnevale responds to a viewer's question about building a retirement income portfolio for a 63-year-old investor. Rather than recommending specific stocks, Chuck focuses on the process he uses to identify high-quality income investments using the principles of value investing and the FAST Graphs platform.
VettaFi today announced it has signed a definitive agreement to acquire RAFI Indices, the renowned pioneer in fundamental indexing, from Research Affiliates.
US stocks opened with a small gain on Friday, supported by optimism about pending trading in SpaceX, which made history with the biggest-ever IPO, and the potential for an interim peace deal in the Iran conflict.
That’s SpaceX out of the way. Next, investors will have to absorb the artificial-intelligence titans behind the Claude and ChatGPT chatbots, Anthropic PBC and OpenAI.
The ETF industry has reached a historic turning point. Vanguard has officially surpassed BlackRock’s iShares to become the largest ETF provider. The milestone underscores a broader structural shift among investors prioritizing low-cost investments in portfolio allocations.
At a time when the cost of living is rising and market volatility appears to be rising, too, investors may be looking for current income to bolster their portfolios. Current income can especially help investors at or near retirement to adapt to retired life.
JPMorgan Chase & Co.’s public finance department hired a Goldman Sachs Group Inc. banker to specialize in prepay energy deals, marking a major hire for the team as the firm ramps up its work in the sector.
The word seems to be spreading that small- and micro-cap stocks have so far been enjoying a stellar 2026. What seems less well known is that the current cycle of market leadership for the two asset classes stretches back to 2025 and has been in place for 14 months.
In addition to a greater range of chips supporting AI development, several factors could cause the current cycle to last longer than expected.
While owning a significant amount of a successful stock can be incredibly lucrative – especially in a company on the rise – the more you own of a single equity, the more closely your personal financial fate is tied to its performance.
Inflation and geopolitical uncertainty are pushing advisors and investors to rethink how they build diversified portfolios.
This past week, the market hit an all-time high. At the same time, Alphabet (GOOG) told investors it would raise $80 billion by selling stock to fund its AI buildout, and the shares fell about 4% on the news.
The jury is still out on whether SpaceX is primarily a rocket company, as its name suggests, or actually more of a telecom provider or artificial intelligence play. Its expected valuation doesn’t help resolve the confusion.
May saw 148 new ETF launches in May alone – although launch figures were partially driven by a 37-fund rollout from Corgi Insurance Services.
As shareholders rush to pull money from private credit funds over troubling questions about software exposure, opaque loan values and non-payments, some bond investors are doing the opposite: buying their debt.
For more than four decades, PIMCO’s Secular Forum has provided a disciplined framework for stepping back from short-term market noise to assess the structural forces that will shape the global economy and markets over the next five years. Yet rarely has this exercise been more consequential than it has recently.
Equity issuance is all the rage. The SpaceX (SPCX) IPO on Friday, Alphabet’s (GOOGL) up-sized secondary announced last week, and a slew of other major go-public names over the remainder of 2026 (Anthropic, OpenAI) buck the years-long trend of intense buybacks and shareholder-friendly activities by the world’s most valuable companies.
With the latest CPI report showing that inflation is likely here to stay, it could be time to pivot towards ETFs with downside protection.
The first-ever autism ETF and the continued rise of quantum computing were both in the spotlight on this week’s ETF Prime. Host Nate Geraci welcomed Sylvia Jablonski, chief investment officer of Defiance ETFs, to discuss the firm’s latest launch and one of the market’s top-performing funds. Defiance has grown from roughly $1 billion in total assets in late 2022 to over $13 billion today.
Sentiment in the US stock market has shifted quickly from fear of missing out to fear of getting wiped out.
Ratings that underpin a growing slice of the $1.8 trillion private-credit market, the hottest corner of Wall Street in recent years, are systematically understating investment risk, according to a new study by Columbia Business School researchers.
Tim Cook’s last annual showcase of new software as Apple Inc.’s chief executive officer also marked the start of a deepening relationship with one of his biggest competitors: Alphabet Inc.
Building resilient portfolios in markets delivering mixed messages can be a challenging affair. In our ongoing engagement with the retail and advisor community at VettaFi, we hear first-hand just how investors are tackling that challenge this year.
