This is a great opportunity to engage directly with the experts and get answers to your specific questions about the current investment environment and the ROBO Global ETFs.
Join the experts at iMGP and DBi for an educational webcast as they unpack all things managed futures.
In the latest report by the Census Bureau, building permits unexpectedly inched up to a seasonally adjusted annual rate of 1.397 million in June.
In the latest report by the Census Bureau, housing starts rose 4.6% in June to a seasonally adjusted annual rate of 1.321 million.
Bitcoin is not “appropriate” for long-term investors. Also, digital assets are more a speculation and less an investment.
It’s a quirk in the booming world of passive investing: Famed tech fund QQQ is the most profitable offering in the $11.7 trillion ETF industry, but Invesco Ltd. earns virtually nothing from running it. Now the asset manager is asking shareholders to change that.
Last week, Nvidia—whose processors are a key driver of the AI wave—became the world’s first publicly traded company to hit $4 trillion in market value.
The second quarter featured a trade war, armed conflicts in the Middle East and Europe, and continued turmoil in Washington, yet markets continued to rally, likely due to an elevated money supply and an increase in passive investing.
The capital markets have become an increasingly complex space for investors, complexities that are heightened by the sheer number of ways one can invest.
With inflation proving to be sticky, sovereign debt burdens escalating, and trust in institutions coming under scrutiny, investors are reassessing the role that hard assets play in protecting and preserving long-term purchasing power.
Not sure which to choose? Here are some things to consider about individual bonds vs. bond funds.
Nominal retail sales in June were up 0.64% month-over-month and up 3.92% year-over-year. However, after adjusting for inflation, real retail sales were up 0.35% month-over-month and up 1.22% year-over-year.
As inflation concerns continue to influence 2025 market dynamics, investors seek equity-based strategies to provide rising-price protection.
Home values fell for a fourth straight month in June, according to the Zillow Home Value Index. However, after adjusting for inflation, real home values dropped for a 14th consecutive month, hitting their lowest level since April 2021.
Builder confidence received a slight boost in July with the passage of the One Big Beautiful Bill Act but remained near its lowest level in over 2.5 years.
The Census Bureau's Advance Retail Sales Report for June showed consumer spending was higher than expected, with headline sales rising 0.6%.
The latest Philadelphia Fed manufacturing index showed activity expanded for the first time in four months. The index was rose nearly 20 points to 15.9 in July, the highest level since February. The latest reading was better than the forecast of -1.2.
The sharp division between public and private securities was a major bulwark of financial regulation from the New Deal in the 1930s to the end of the 20th century.
The S&P 500 Index finished within striking distance of all-time highs after whipsawing on whether President Donald Trump will fire Federal Reserve Chair Jerome Powell.
June was a month of stabilization and subtle strength for preferreds.
Investors may be happy to shift some of their focus away from the ongoing tariff saga and back toward economic data and earnings reports.
Bitcoin’s 2025 ascent and the upside delivered by ETFs such as the CoinShares Valkyrie Bitcoin Fund (BRRR) has been attributed to a variety of factors, including increased adoption.
The U.S. economy remains resilient despite headline volatility tied to shifting trade and tariff policies. Meanwhile, we continue to see a lot of volatility in the economic data as the world adjusts to these changing policies.
What was once dismissed as a fringe fantasy by a niche band of crypto believers is now being tentatively examined by the government-sponsored entities at the core of the US housing market.
Low volatility exchange traded funds are a compelling solution for those looking to dampen risk while staying invested.
Wholesale inflation cooled to its lowest level in nine months in June. The producer price index for final demand was flat month-over-month after rising 0.3% in May. This was lower than the expected 0.2% growth.
The RAFI™ Fundamental Index has a value tilt, but to characterize it as a value index would be an oversimplification that misses the important advantages that the fundamental index offers above standard “value” index approaches.
As artificial intelligence transforms industries, investors face a critical question: How can they strategically approach investments in AI ETFs? Rene Reyna, head of Thematic and Specialty Product Strategy for ETFs at Invesco, offers valuable insights into navigating this complex landscape.
High yield bonds have historically delivered attractive long-term returns, and since the Great Financial Crisis they have also become higher quality, as weaker borrowers have departed the sector for the private credit and leveraged loan markets.
Gas prices were practically unchanged this week, remaining near their lowest level in a month. As of July 14th, the price of regular gas was unchanged while the price of premium gas was down 1 cent from the previous week.
On Wednesday, Vanguard expanded its fixed income ETF selection with the launch of three new funds.
BlackRock Inc. pulled in $46 billion to its investment funds, and assets hit a record $12.5 trillion as clients rode out the volatility of President Donald Trump’s tariff policies in the second quarter.
Manufacturing activity expanded for the first time in five months in New York State, according to the Empire State Manufacturing July survey. The diffusion index for General Business Conditions rose 21.5 points to 5.5. The latest reading was better than the forecast of -8.3.
Inflation heated up for a second straight month in June. According to the Bureau of Labor Statistics, the headline figure for the Consumer Price Index was at 2.7% year-over-year, up from 2.4% in May and higher than the expected 2.6% growth.
We continue to believe we are seeing a rare opportunity in EM local debt, and our conviction has been strengthened by the Trump administration’s trade and economic policies, which suggest continued dollar weakness and relative strength for EM local currencies.
It is easy to invest when markets are rallying, but it can be tough for investors to stay in their seats when markets inevitably decline again.
Every year around this time, we update our Periodic Table of Commodities Returns to reflect the performance of raw materials in the first six months. I’m biased, but few tools do a better job of providing a clear, interactive picture of the commodities landscape than ours.
Eight of the nine indexes on our world watch list have posted gains through July 14, 2025.
Bitcoin breached $120,000 for the first time, with investor enthusiasm showing few signs of dimming as the US House of Representatives prepares to consider key industry legislation during its “Crypto Week” starting Monday.
Now that we're more than halfway through 2025, let's take a look at the top 10 most-read charts so far for the year.
Last week, the iShares Flexible Income Active ETF (BINC) reached a significant milestone and became the latest member of the $10 billion of the active fixed income club.
Banks from Wells Fargo & Co. to smaller Japanese lenders are flocking to top-rated collateralized loan obligation deals, pushing up secondary prices for buyout debt.
A multibillion-dollar capital markets experiment is unfolding on Wall Street, as entrepreneurs use blank-check companies and reverse mergers to take their holdings of digital assets public.
The yield on the 10-year note ended July 11, 2025 at 4.43%. Meanwhile, the 2-year note ended at 3.90% and the 30-year note ended at 4.96%.
Bitcoin options traders are already setting their sights on higher prices as the original cryptocurrency extends its record-breaking rally for a second day.
Three ETF strategies that launched in June stand out, bringing something interesting to the table for investors.
The valuation of small-cap stocks relative to large caps remains historically attractive, and small-cap recoveries in the past have resulted in meaningful periods of outperformance.
Considering the spate of sizable inflows into spot bitcoin ETFs and the recent ebullience surrounding equities, some investors are vexed by recent lethargy displayed by the largest cryptocurrency.
Franklin Mutual Series shares its mid-year outlook, focusing on corporate fundamentals as a catalyst to unlock value in the midst of ongoing market volatility.
The 20th century Baby Boom was one of the most powerful demographic events in the history of the United States. We've created a series of charts to show seven age cohorts of the employed population from 1948 to the present.
US equities swung between small gains and losses at the open Thursday as investors parsed through a slew of tariff headlines and looked ahead to corporate results that are due to start in the earnest next week.
We expect tariff policy to remain a key part of the narrative pushed by the administration.
In this article, you’ll learn how to evaluate crypto ETFs with the same rigor you apply to traditional investment products.
A new era of regulation is bound to bring high hopes for the crypto bulls. House Republicans are now gearing up for “Crypto Week” – during which the committee has agreed to prioritize digital asset legislation and review several crypto-related bills.
At the recent 2025 Morningstar Investment Conference, CEO Kunal Kapoor highlighted a growing trend that is reshaping the investment landscape.
Our long-time investors are probably wondering why we haven’t made any gains over the last 18 months.
Our monthly workforce recovery analysis has been updated to include the latest employment report for June. The unemployment rate unexpectedly inch lower to 4.1%. Additionally, the number of new non-farm jobs (a relatively volatile number subject to extensive revisions) came in at 147,000.
The artificial intelligence investment landscape reached a critical inflection point in Q2 2025, with the ROBO Global Artificial Intelligence Index (THNQ) delivering exceptional returns of 24.4%.
Reckoner Capital Management is testing investors’ hunger for a new category of risky bets with an exchange-traded fund that uses leverage to juice returns on collateralized loan obligations.
Wall Street’s latest tax dodge doesn’t hide in the Cayman Islands or rely on complex derivatives.
Wall Street’s latest tax dodge doesn’t hide in the Cayman Islands or rely on complex derivatives. It’s engineered to turn a publicly traded fund into a tax-minimizing machine that hums quietly on autopilot.
Markets rebounded sharply in 2Q 2025 following April’s tariff-driven selloff. Our mid-year market outlook breaks down the recovery, Fed policy, and where to invest next.
Elevated interest rates and market uncertainty make for an interesting tandem regarding getting core bond exposure. When considering yield, reinforcing a portfolio to absorb market shocks, or both, consider this active option from Vanguard: the Vanguard Core-Plus Bond ETF (VPLS).
Tariff volatility rocked markets for much of the second quarter, creating pressure on U.S. bonds and equities. In the challenging environment, rife with uncertainty and investor concern, a handful of funds generated significant performance.
If you’ve been following the mainstream financial media lately, you might think the airline industry is in crisis. From headlines about tariffs and labor costs to geopolitical tensions and delays at Newark Airport, it sounds like air travel should be tanking.
They have been called “the four most costly words in the annals of investing,” and surely that’s true: This time is different. Still — hear me out! — there are reasons to entertain the possibility that, well, this time really is different.
HSBC is turning cautious on three of the biggest US bank stocks following a record rally that’s brought the group within shouting distance of an all-time high.
US equities were steady at the open on Tuesday as President Donald Trump’s latest tariff warnings left room for hope that he was still open to negotiations.
For those breaking into the financial industry, it’s an exciting time. The opportunity to achieve success and make an impact on an industry that could help people for years to come .
The NFIB Small Business Optimism Index held steady in June, inching down 0.2 points to 98.6.
The earnings bar is fairly low for the second quarter, setting companies up for a potential easy jump—but there will likely be more focus on forward guidance.
Below, we recount highlights from constituents of the ROBO Global Robotics and Automation Index (ROBO) and the ROBO Global Artificial Intelligence Index (THNQ).
Semiconductor equities and related ETFs notched impressive performances in the first half of the year. They were buoyed by ongoing enthusiasm for the AI trade and post-Liberation Day resurgence by the Magnificent Seven.
Investors attempting to manage volatility in their portfolio often employ defensive equity strategies to define their optimal market exposure and risk profile. Such strategies are designed to help limit losses on the downside, while also allowing investors to participate in the market’s gains.
June's employment report showed that 82.8% of total employed workers were full-time (35+ hours) and 17.2% of total employed workers were part-time (<35 hours).
Multiple jobholders accounted for 5.3% of civilian employment in June.
In part 2 of this series, this article looks past the data center operators and focuses on the natural gas pipelines and the manufacturers of natural gas power plant equipment.
As leaders of the China-led group of emerging-market economies known as the BRICS descend on Rio de Janeiro for their summit starting Sunday, expect the usual coterie of talking heads offering prepared remarks to the media with the city’s iconic Sugarloaf mountain serving as a picturesque backdrop.
Last week, the U.S. labor market took center stage, delivering conflicting signals. The S&P 500 reached many record highs during the shortened trading week.
The moving average for the per-capita light vehicle sales series peaked in August 1978. Almost 50 years later, it is down nearly 37% from that peak.
A pre-summer frenzy in junk loans is seeing the market start to overheat, prompting investors to get a bit more picky about deals after spreads reached the tightest levels in years.
Traders are swarming to equity-focused, exchange-traded funds listed in Taiwan, with demand from retail investors and a strong local currency driving up flows.
AstraZeneca Plc is discussing a partnership deal with Summit Therapeutics Inc. in which it could pay as much as $15 billion over time to license a lung-cancer drug, according to people familiar with the matter.
Investors looking for cash flow from commercial real estate may want to check out the debt side.
After a tumultuous few months, June of 2025 saw a strong rally which took global markets to (or close to) new highs. The rally was broad-based, with international and U.S. markets all up strongly.
From investing to economics to politics, patterns emerge, lessons resurface and the past becomes a powerful guide for navigating today’s unpredictable landscape. Timing, perspective and adaptability can make all the difference in managing the complexities of modern markets.
Though some urge rate cuts, doing that won't necessarily reduce borrowing costs if the market doesn't agree with the timing. It could raise inflation fears, hurting Treasuries.
Some say private credit hasn’t been tested. We disagree…and stress can sharpen the senses.
The June U.S. Services Purchasing Managers' Index (PMI) from S&P Global came in at 52.9, above the 52.8 forecast. The reading marks the 29th consecutive month of expansion but was a slight slow down from May's 53.7 reading.
Vietnam’s trade deal with the US is a wake-up call for Asian governments grappling with the reality that higher tariffs are here to stay.
Exchange-Traded Products
Office Hours with ROBO Global ETFs
This is a great opportunity to engage directly with the experts and get answers to your specific questions about the current investment environment and the ROBO Global ETFs.
If you’re allocating to alternatives, you should consider a managed futures ETF
Join the experts at iMGP and DBi for an educational webcast as they unpack all things managed futures.
Building Permits Unexpectedly Inch Up 0.2% in June
In the latest report by the Census Bureau, building permits unexpectedly inched up to a seasonally adjusted annual rate of 1.397 million in June.
Housing Starts Up 4.6% in June, Higher Than Expected
In the latest report by the Census Bureau, housing starts rose 4.6% in June to a seasonally adjusted annual rate of 1.321 million.
Vanguard Goes Big on Crypto, Thanks to the Index-Fund Boom It Unleashed
Bitcoin is not “appropriate” for long-term investors. Also, digital assets are more a speculation and less an investment.
Invesco Aims to Unlock Hundreds of Millions in Profit From QQQ
It’s a quirk in the booming world of passive investing: Famed tech fund QQQ is the most profitable offering in the $11.7 trillion ETF industry, but Invesco Ltd. earns virtually nothing from running it. Now the asset manager is asking shareholders to change that.
Beyond Nvidia: Are You Overlooking An AI Opportunity?
Last week, Nvidia—whose processors are a key driver of the AI wave—became the world’s first publicly traded company to hit $4 trillion in market value.
Third Quarter Strategic Income Outlook
The second quarter featured a trade war, armed conflicts in the Middle East and Europe, and continued turmoil in Washington, yet markets continued to rally, likely due to an elevated money supply and an increase in passive investing.
Direct Indexing: An Innovative and Customizable Capital Markets Strategy
The capital markets have become an increasingly complex space for investors, complexities that are heightened by the sheer number of ways one can invest.
Bitcoin and Gold: Three Model Forecasts for 2030 and Beyond
With inflation proving to be sticky, sovereign debt burdens escalating, and trust in institutions coming under scrutiny, investors are reassessing the role that hard assets play in protecting and preserving long-term purchasing power.
Bonds vs. Bond Funds: Which Is Right for You?
Not sure which to choose? Here are some things to consider about individual bonds vs. bond funds.
The Big Four Recession Indicators: Real Retail Sales Rise 0.4% in June
Nominal retail sales in June were up 0.64% month-over-month and up 3.92% year-over-year. However, after adjusting for inflation, real retail sales were up 0.35% month-over-month and up 1.22% year-over-year.
3 Equity ETFs Designed to Combat Inflation in 2025
As inflation concerns continue to influence 2025 market dynamics, investors seek equity-based strategies to provide rising-price protection.
Zillow Home Value Index: "Real" Home Values at Lowest Level Since April 2021
Home values fell for a fourth straight month in June, according to the Zillow Home Value Index. However, after adjusting for inflation, real home values dropped for a 14th consecutive month, hitting their lowest level since April 2021.
NAHB Housing Market Index: Builder Confidence Receives Slight Boost
Builder confidence received a slight boost in July with the passage of the One Big Beautiful Bill Act but remained near its lowest level in over 2.5 years.
Retail Sales Up 0.6% in June, Better Than Expected
The Census Bureau's Advance Retail Sales Report for June showed consumer spending was higher than expected, with headline sales rising 0.6%.
Philadelphia Fed Manufacturing Index: Highest Level Since February
The latest Philadelphia Fed manufacturing index showed activity expanded for the first time in four months. The index was rose nearly 20 points to 15.9 in July, the highest level since February. The latest reading was better than the forecast of -1.2.
The Public Stock Market Isn’t Enough Anymore
The sharp division between public and private securities was a major bulwark of financial regulation from the New Deal in the 1930s to the end of the 20th century.
US Stocks Rebound After Trump Says No Plans to Fire Powell
The S&P 500 Index finished within striking distance of all-time highs after whipsawing on whether President Donald Trump will fire Federal Reserve Chair Jerome Powell.
Capital Relief and Lower Bond Yields Support Preferreds in June
June was a month of stabilization and subtle strength for preferreds.
Inflation Week on Wall Street Comes as Tariff Risk Re-Emerges
Investors may be happy to shift some of their focus away from the ongoing tariff saga and back toward economic data and earnings reports.
Sovereign Adoption Another Bitcoin Catalyst
Bitcoin’s 2025 ascent and the upside delivered by ETFs such as the CoinShares Valkyrie Bitcoin Fund (BRRR) has been attributed to a variety of factors, including increased adoption.
Despite Economic Uncertainties and Wild Market Swings, U.S. Economic Fundamentals Refuse to Buckle
The U.S. economy remains resilient despite headline volatility tied to shifting trade and tariff policies. Meanwhile, we continue to see a lot of volatility in the economic data as the world adjusts to these changing policies.
Bitcoin Chases American Dream in Norm-Shattering Mortgage Push
What was once dismissed as a fringe fantasy by a niche band of crypto believers is now being tentatively examined by the government-sponsored entities at the core of the US housing market.
Weathering the Storm: Case for Low Volatility ETFs
Low volatility exchange traded funds are a compelling solution for those looking to dampen risk while staying invested.
Producer Price Index: Wholesale Inflation Cooler Than Expected in June
Wholesale inflation cooled to its lowest level in nine months in June. The producer price index for final demand was flat month-over-month after rising 0.3% in May. This was lower than the expected 0.2% growth.
Must Value Be Anti-Growth?
The RAFI™ Fundamental Index has a value tilt, but to characterize it as a value index would be an oversimplification that misses the important advantages that the fundamental index offers above standard “value” index approaches.
A Practical Guide to AI ETFs
As artificial intelligence transforms industries, investors face a critical question: How can they strategically approach investments in AI ETFs? Rene Reyna, head of Thematic and Specialty Product Strategy for ETFs at Invesco, offers valuable insights into navigating this complex landscape.
Higher Quality High Yield: Addition by Subtraction
High yield bonds have historically delivered attractive long-term returns, and since the Great Financial Crisis they have also become higher quality, as weaker borrowers have departed the sector for the private credit and leveraged loan markets.
Gas Prices Practically Unchanged This Week
Gas prices were practically unchanged this week, remaining near their lowest level in a month. As of July 14th, the price of regular gas was unchanged while the price of premium gas was down 1 cent from the previous week.
Vanguard Unveils 3 New Fixed Income ETFs
On Wednesday, Vanguard expanded its fixed income ETF selection with the launch of three new funds.
BlackRock Hits Record $12.5 Trillion in Assets Amid Turmoil
BlackRock Inc. pulled in $46 billion to its investment funds, and assets hit a record $12.5 trillion as clients rode out the volatility of President Donald Trump’s tariff policies in the second quarter.
Empire State Manufacturing Survey: Activity Picked Up in July
Manufacturing activity expanded for the first time in five months in New York State, according to the Empire State Manufacturing July survey. The diffusion index for General Business Conditions rose 21.5 points to 5.5. The latest reading was better than the forecast of -8.3.
Consumer Price Index: Inflation Rises to 2.7% in June, Higher Than Expected
Inflation heated up for a second straight month in June. According to the Bureau of Labor Statistics, the headline figure for the Consumer Price Index was at 2.7% year-over-year, up from 2.4% in May and higher than the expected 2.6% growth.
Still A Once-in-a-Generation Opportunity
We continue to believe we are seeing a rare opportunity in EM local debt, and our conviction has been strengthened by the Trump administration’s trade and economic policies, which suggest continued dollar weakness and relative strength for EM local currencies.
2025 Mid-Year Outlook: Stay Invested
It is easy to invest when markets are rallying, but it can be tough for investors to stay in their seats when markets inevitably decline again.
Precious Metals Crushed Their Commodities Peers in the First Half of 2025
Every year around this time, we update our Periodic Table of Commodities Returns to reflect the performance of raw materials in the first six months. I’m biased, but few tools do a better job of providing a clear, interactive picture of the commodities landscape than ours.
World Markets Watchlist: July 14, 2025
Eight of the nine indexes on our world watch list have posted gains through July 14, 2025.
Bitcoin Soars Past $120,000 as US Congress Starts ‘Crypto Week’
Bitcoin breached $120,000 for the first time, with investor enthusiasm showing few signs of dimming as the US House of Representatives prepares to consider key industry legislation during its “Crypto Week” starting Monday.
Top 10 Charts of 2025: Midyear Review
Now that we're more than halfway through 2025, let's take a look at the top 10 most-read charts so far for the year.
The $10 Billion Club: New Stars in Active Bonds
Last week, the iShares Flexible Income Active ETF (BINC) reached a significant milestone and became the latest member of the $10 billion of the active fixed income club.
CLOs Attract Domestic, Foreign Banks, Pushing Up Loan Prices
Banks from Wells Fargo & Co. to smaller Japanese lenders are flocking to top-rated collateralized loan obligation deals, pushing up secondary prices for buyout debt.
Crypto Treasury Firms Swarm Wall Street in SPAC, Merger Boom
A multibillion-dollar capital markets experiment is unfolding on Wall Street, as entrepreneurs use blank-check companies and reverse mergers to take their holdings of digital assets public.
Treasury Yields Snapshot: July 11, 2025
The yield on the 10-year note ended July 11, 2025 at 4.43%. Meanwhile, the 2-year note ended at 3.90% and the 30-year note ended at 4.96%.
Bitcoin Options Traders Eye $120,000 as Token Extends Record Run
Bitcoin options traders are already setting their sights on higher prices as the original cryptocurrency extends its record-breaking rally for a second day.
June 2025’s Most Innovative ETF Launches
Three ETF strategies that launched in June stand out, bringing something interesting to the table for investors.
Are Small Caps Next in Line to Shine?
The valuation of small-cap stocks relative to large caps remains historically attractive, and small-cap recoveries in the past have resulted in meaningful periods of outperformance.
Bitcoin Unusually Calm, But That Won’t Last Long
Considering the spate of sizable inflows into spot bitcoin ETFs and the recent ebullience surrounding equities, some investors are vexed by recent lethargy displayed by the largest cryptocurrency.
Fundamentals Are a Lighthouse in the Storm
Franklin Mutual Series shares its mid-year outlook, focusing on corporate fundamentals as a catalyst to unlock value in the midst of ongoing market volatility.
Baby Boomer Employment Through the Decades: June 2025
The 20th century Baby Boom was one of the most powerful demographic events in the history of the United States. We've created a series of charts to show seven age cohorts of the employed population from 1948 to the present.
Stocks Steady as Traders Look Through Chaos to Corporate Results
US equities swung between small gains and losses at the open Thursday as investors parsed through a slew of tariff headlines and looked ahead to corporate results that are due to start in the earnest next week.
Midyear Commodity Outlook: Better for Commodities than Consumers
We expect tariff policy to remain a key part of the narrative pushed by the administration.
How to Choose a Crypto ETF: A Practical Guide for Financial Advisors
In this article, you’ll learn how to evaluate crypto ETFs with the same rigor you apply to traditional investment products.
Beyond Bitcoin ETFs: The Blockchain Trade
A new era of regulation is bound to bring high hopes for the crypto bulls. House Republicans are now gearing up for “Crypto Week” – during which the committee has agreed to prioritize digital asset legislation and review several crypto-related bills.
Morningstar’s Kunal Kapoor on the Public/Private Market Convergence
At the recent 2025 Morningstar Investment Conference, CEO Kunal Kapoor highlighted a growing trend that is reshaping the investment landscape.
Late 2021 Speculation is Back
Our long-time investors are probably wondering why we haven’t made any gains over the last 18 months.
U.S. Workforce Recovery Analysis: June 2025
Our monthly workforce recovery analysis has been updated to include the latest employment report for June. The unemployment rate unexpectedly inch lower to 4.1%. Additionally, the number of new non-farm jobs (a relatively volatile number subject to extensive revisions) came in at 147,000.
AI Posts Strong Q2 Returns as Inference Economy Takes Hold
The artificial intelligence investment landscape reached a critical inflection point in Q2 2025, with the ROBO Global Artificial Intelligence Index (THNQ) delivering exceptional returns of 24.4%.
First Leveraged CLO ETF Tests Retail Crowd’s Appetite for Risk
Reckoner Capital Management is testing investors’ hunger for a new category of risky bets with an exchange-traded fund that uses leverage to juice returns on collateralized loan obligations.
Wall Street Builds S&P 500 ‘No Dividend’ Fund in New Tax Dodge
Wall Street’s latest tax dodge doesn’t hide in the Cayman Islands or rely on complex derivatives.
Wall Street Builds S&P 500 ‘No Dividend’ Fund in New Tax Dodge
Wall Street’s latest tax dodge doesn’t hide in the Cayman Islands or rely on complex derivatives. It’s engineered to turn a publicly traded fund into a tax-minimizing machine that hums quietly on autopilot.
2025 Market Review & Mid-Year Market Outlook: Resilience in the Face of Uncertainty
Markets rebounded sharply in 2Q 2025 following April’s tariff-driven selloff. Our mid-year market outlook breaks down the recovery, Fed policy, and where to invest next.
Defense, Yield, or Both? An Active Bond ETF for Any Market
Elevated interest rates and market uncertainty make for an interesting tandem regarding getting core bond exposure. When considering yield, reinforcing a portfolio to absorb market shocks, or both, consider this active option from Vanguard: the Vanguard Core-Plus Bond ETF (VPLS).
WGMI a Second Quarter Top Performer
Tariff volatility rocked markets for much of the second quarter, creating pressure on U.S. bonds and equities. In the challenging environment, rife with uncertainty and investor concern, a handful of funds generated significant performance.
Wall Street Is Wrong on Airlines: Americans Are Flying Like Never Before
If you’ve been following the mainstream financial media lately, you might think the airline industry is in crisis. From headlines about tariffs and labor costs to geopolitical tensions and delays at Newark Airport, it sounds like air travel should be tanking.
What If This Time Really Is Different for Investors?
They have been called “the four most costly words in the annals of investing,” and surely that’s true: This time is different. Still — hear me out! — there are reasons to entertain the possibility that, well, this time really is different.
Wall Street Bank Stocks’ Furious Rally Spurs HSBC Downgrades
HSBC is turning cautious on three of the biggest US bank stocks following a record rally that’s brought the group within shouting distance of an all-time high.
Stocks Hold Steady on Hope Trade Talks Have Room for Negotiation
US equities were steady at the open on Tuesday as President Donald Trump’s latest tariff warnings left room for hope that he was still open to negotiations.
Lessons on Building a Successful Career in Finance
For those breaking into the financial industry, it’s an exciting time. The opportunity to achieve success and make an impact on an industry that could help people for years to come .
NFIB Small Business Survey: Optimism Remains Steady While Uncertainty Falls
The NFIB Small Business Optimism Index held steady in June, inching down 0.2 points to 98.6.
2Q Earnings: The Beat Goes On?
The earnings bar is fairly low for the second quarter, setting companies up for a potential easy jump—but there will likely be more focus on forward guidance.
The AI Arms Race Heats Up: June’s Robotics & Automation Playbook
Below, we recount highlights from constituents of the ROBO Global Robotics and Automation Index (ROBO) and the ROBO Global Artificial Intelligence Index (THNQ).
After Impressive First Half, This Chip ETF Has Fuel for More Upside
Semiconductor equities and related ETFs notched impressive performances in the first half of the year. They were buoyed by ongoing enthusiasm for the AI trade and post-Liberation Day resurgence by the Magnificent Seven.
A Dynamic Approach to Defensive Equity
Investors attempting to manage volatility in their portfolio often employ defensive equity strategies to define their optimal market exposure and risk profile. Such strategies are designed to help limit losses on the downside, while also allowing investors to participate in the market’s gains.
A Closer Look at Full-time and Part-time Employment: June 2025
June's employment report showed that 82.8% of total employed workers were full-time (35+ hours) and 17.2% of total employed workers were part-time (<35 hours).
Multiple Jobholders Account for 5.3% of Workers in June 2025
Multiple jobholders accounted for 5.3% of civilian employment in June.
Behind the Meter Solutions Investing Guide
In part 2 of this series, this article looks past the data center operators and focuses on the natural gas pipelines and the manufacturers of natural gas power plant equipment.
Brazil's BRICS Fixation Has Delivered Few Benefits
As leaders of the China-led group of emerging-market economies known as the BRICS descend on Rio de Janeiro for their summit starting Sunday, expect the usual coterie of talking heads offering prepared remarks to the media with the city’s iconic Sugarloaf mountain serving as a picturesque backdrop.
Weekly Economic Snapshot: The Labor Market’s Conflicting Signals
Last week, the U.S. labor market took center stage, delivering conflicting signals. The S&P 500 reached many record highs during the shortened trading week.
Vehicle Sales: June 2025
The moving average for the per-capita light vehicle sales series peaked in August 1978. Almost 50 years later, it is down nearly 37% from that peak.
Hot Junk Loan Market Hits Stumbling Blocks as Investors Feel Squeeze
A pre-summer frenzy in junk loans is seeing the market start to overheat, prompting investors to get a bit more picky about deals after spreads reached the tightest levels in years.
Taiwan Stock ETFs Lead Inflows in Asia With $19 Billion Haul
Traders are swarming to equity-focused, exchange-traded funds listed in Taiwan, with demand from retail investors and a strong local currency driving up flows.
Summit Is in Talks for $15 Billion Partnership With AstraZeneca
AstraZeneca Plc is discussing a partnership deal with Summit Therapeutics Inc. in which it could pay as much as $15 billion over time to license a lung-cancer drug, according to people familiar with the matter.
Need Income? Europe’s Commercial Real Estate Debt is Worth a Look
Investors looking for cash flow from commercial real estate may want to check out the debt side.
Quantstreet July 2025 Letter: Geopolitics and Markets
After a tumultuous few months, June of 2025 saw a strong rally which took global markets to (or close to) new highs. The rally was broad-based, with international and U.S. markets all up strongly.
Lessons From the Past, Strategies for the Future
From investing to economics to politics, patterns emerge, lessons resurface and the past becomes a powerful guide for navigating today’s unpredictable landscape. Timing, perspective and adaptability can make all the difference in managing the complexities of modern markets.
Easy Money? Rate Cuts May Not Ease Borrowing Costs
Though some urge rate cuts, doing that won't necessarily reduce borrowing costs if the market doesn't agree with the timing. It could raise inflation fears, hurting Treasuries.
Private Credit Outlook: Five Lessons Learned
Some say private credit hasn’t been tested. We disagree…and stress can sharpen the senses.
S&P Global Services PMI: Growth Sustained in June
The June U.S. Services Purchasing Managers' Index (PMI) from S&P Global came in at 52.9, above the 52.8 forecast. The reading marks the 29th consecutive month of expansion but was a slight slow down from May's 53.7 reading.
Trump’s Vietnam Deal Stokes Asia Concern as Trade Deadline Looms
Vietnam’s trade deal with the US is a wake-up call for Asian governments grappling with the reality that higher tariffs are here to stay.