Building resilient portfolios in markets delivering mixed messages can be a challenging affair....

State Street Investment Management recently released its Midyear Outlook, and it captured the...

Sometimes it feels like it’s Nvidia’s world, and we are all just living in it. As we brace for...

There has been a visible disparity between the performance of U.S. small-caps and U.S. large-caps...

In a recent Market Outlook Symposium we hosted at VettaFi, we learned that 2026 has marked the...

Value investors may be facing a conviction crisis. Despite leading in performance so far in 2026,...

The S&P 500 is kicking off the second quarter on a solid note, tallying gains of more than 8%...

One of the hottest themes in investing this year has been Space. Partly due to its tie-in with...

Concentration risk has been persistent in the U.S. market in recent years. Narrow leadership in...

A look at ETF flows for the month of March suggests caution is back in vogue. Fixed income ETFs...

In 2026, here’s what we know about the state of the ETF industry: It’s in full growth mode....

There’s a lot we will be diving into at Exchange next week in Las Vegas. Are you building a...

Energy is among the smallest sectors in the S&P 500, representing only about 3.5% of the...

The performance of digital assets in recent months, especially bitcoin, has been testing investor...

Index innovation nowadays isn’t as much about tracking a market as it is about developing what we...

There’s an ongoing shift in how investors access income through ETFs. No longer is sourcing...

January brought an action-packed start to the year. It’s been cold, snowy, and markets have...

International equities had a strong 2025, largely anchored on a focus on valuations. Now, as the...

There’s a lot of buzz about the opportunity in US small cap stocks this year. There’s a...

There’s a lot of collective wisdom about the challenge of forecasting markets and the economy....

Coming into 2025, amid a debate about concentration and lofty valuations in the largest of...

“Macro is hard.”

When it comes to financial planning and making investment decisions, it turns out that having a...

As temperatures grow cooler, apparently so does the market’s immediate-term conviction on some of...

The “debasement trade” has been a persistent investment theme this year as the market...

It’s been a good year for international equity ETFs. As a category, broad exposure funds tapping...

Markets move fast, and in the ETF corner of the world, sometimes it feels like it’s practically...

We are all familiar with the so-called October Effect.

It’s early days, but the fourth quarter has brought a change in market leadership at the sector...

The fourth quarter is typically – seasonally – positive for U.S. equities. An ongoing...

There are many ways to navigate market uncertainty, and pursue both upside participation and some...

Many have said that midcap stocks are a “sweet spot” of market capitalization. They deliver both...

What a year it’s been for gold investing!As we approach the end of the third quarter, gold prices...

Healthcare has been the worst-performing sector in the S&P 500 this year. But when it comes...

When it comes to thematic investing, there are no right or wrong ways to access a theme. There...

Another earnings season is nearing a close, but not before we hear from Nvidia.

In a week when we are all eagerly awaiting crucial insight from Jackson Hole — insight, I might...

Lately it seems as if most roads lead to the democratization of private markets.

Mortgage-backed securities (MBSs) ETFs have, somewhat quietly, welcomed some big new players in...

Sector investing has long been a popular approach with many investors, and thanks to ETF product...

Concerns about market concentration across key equity benchmarks, as the biggest companies get...

We’ve been marveling at the performance of U.S. large-cap stocks since that early April low....

U.S. equity markets are riding high these days, with major indices hitting new record highs on...

It’s true that it’s been a challenging year for U.S. small-cap ETFs. Using the iShares Russell...

The burning-hot performance of gold miner stock ETFs this year has been something to watch. The...

Uncertainty remains high and concerns about economic strength remain very real. But calls for a...

It’s been a great year for international equity ETF investors. Will it persist after Nvidia Q1...

One day of market action doesn’t make a new trend. But recent price action this week, mixed as it...

In equity investing, the ongoing debate this year has been between leaning into domestic bias and...

April was volatile and challenging for investors. We wrapped up the month with the S&P 500...

It’s early days into the earnings season, and FactSet data shows that results reported so far put...

To say uncertainty reigns right now is a massive understatement. To say advisors are finding...

The first quarter of the year is now behind us. The second quarter is already starting off with a...

There are many ways to summarize the experience at Exchange after three days of connecting and...

In recent years, U.S. equities sharply outperformed international benchmarks, giving rise to the...

There’s been a lot of excitement around the recent launch of the market’s first private credit...

More than three quarters of S&P 500 companies have already reported fourth quarter earnings,...

Money market mutual funds have long been a popular cash management tool for investors looking to...

It’s Valentine’s Day, and if Rob Arnott has it his way, we will all be celebrating the upside of...

It’s not easy to navigate the alternatives ETF space. But navigate it, we must, in the pursuit of...

Investor appetite for growth really is something to behold.

For many of us, a new year often means a new chance to start fresh in our battle with weight....

Every new year brings with it a new opportunity to stop for a moment, take stock of where we...

One of the investment themes gaining momentum for 2025 is the return of value investing as a path...

There are a lot of conversations taking place these days around market outlooks for 2025. We at...

ETF innovation is always exciting. When we look back at a fund like the SPDR Gold Trust (GLD B),...

Going into Thanksgiving week, we are reassured of two things we already knew about artificial...

Investors want income. And many also want to create impact with their investment dollars....

My friend and industry veteran Dave Nadig used to call the exercise of interpreting ETF asset...

This month, Goldman Sachs made headlines with a fresh forecast projecting the S&P 500 will...

Well-known hedge fund manager Paul Tudor Jones II made social media headlines this past week for...

It’s been a big year so far for Bitcoin.In the ETF market, Bitcoin ETFs have found strong...

Options-based ETFs are one of the fastest-growing categories in the market today, with product...

Gold has been on a tear. The precious metal has forged multiple new record highs so far this...

The wait is over and the change in rate policy is here. The Federal Reserve delivered a...

For a brief moment, volatility picked up in early August and again in early September. We saw...

This time of year, according to seasonal trends, is known for the September Effect — a...

This has been an interesting week to try and make sense of the investment opportunity set right...

Managing downside risk in portfolios has been a big theme this year as we navigate uncertainty in...

The U.S. high yield bond ETF category has a new asset leader. The iShares Broad USD High Yield...

It’s been a rocky August so far for U.S. investors. They have been yet again reminded markets don...

It’s midsummer, and U.S. small-caps have finally showed up in a big way. You could say it’s...

We’ve been marveling at the traction actively managed ETFs are enjoying this year. As a category,...

Regarding politics, advisors often tell us that they work hard to steer clear of the topic in...

It’s midyear outlook season.As we approach the end of June and wrap up the first half of 2024,...

Macro conditions remain a bit of a mixed bag. In the past week alone, the latest read on...

Being an equity growth investor has been a rewarding experience in the past year. Whether you’ve...

Sometimes it feels like it’s Nvidia’s world and we all just live in it. Why bother with anything...

It looks like we are feeling good about markets these days, which are hovering at all-time highs,...

A lot is happening in the China ETF space these days. Product closures, market rallies, and...

Warren Buffett once famously said: “Someone is sitting in the shade today because someone planted...