Meta recently announced a 20-year deal to buy nuclear power from a Constellation Energy plant in...

The market temperature for risk may be shifting, with markets back in positive territory for the...

Investors looking for economically resilient themes amid tariffs and other global economic...

Looking for an investment theme that is working this year despite tariff headwinds and recession...

On April 2, designated “Liberation Day” by the Trump Administration, the U.S....

While U.S. investors may be disappointed with this year’s choppy first-quarter performance,...

A surprising group of winners YTD have been natural gas ETFs. Natural gas futures prices have...

One of the top themes year-to-date has been China-focused technology ETFs. China technology...

When I survey the thematic landscape and the top-performing themes so far this year, it looks...

The market reacted exuberantly to the Project Stargate announcement, heralding $500 billion of AI...

Tech leaders gathered at the White House to announce the Stargate Project. This is a new venture...

When the new Trump administration takes office on January 20, it will be accompanied by a policy...

2024 was an amazing year for investment performance, with the broad market S&P 500 TR Index...

The holiday shopping season in recent years kicked off with a five-day weekend that began on...

Medical breakthroughs are occurring constantly, but they often get lost in the news headlines...

With the completion of a close presidential election, roughly half of us are likely exhausted...

While the promise of technologies like artificial intelligence, machine learning, cloud...

Recently, I mentioned India as one of the top themes this year. However, I wanted to go further...

As we face the last quarter of 2024, interest rates are finally heading down, kicked off by a 50...

There is a strong argument to be made that modern accounting standards have failed to keep up...

It is always fun to root for the underdog. Who doesn’t like a good Cinderella story? In the case...

Fed Chair Jerome Powell has telegraphed that a lower interest rate cut is on the table for...

When markets correct, it is a good time to revisit which equity market sectors are “defensive”...

The “juice” in the article title does not refer to orange juice futures like in the classic film...

This year has been a big year for active ETFs! According to Morningstar, even though actively...

Music has become a compelling and disruptive investment theme thanks to growth in music...

The pandemic was a wake-up call for many companies, highlighting the fragility of their supply...

After a torrid risk-on run in the first quarter of 2024, markets cooled off a bit but ended the...

Ultimately, climate change solutions will need cooperation from all parties, especially in...

Critical materials are essential for clean energy applications and technologies like electric...

I have been dreaming about flying cars since I was a child, watching the cartoon “The...

A confluence of factors have combined to make defense technology a compelling ETF investment...

A new poll recently published by health policy research firm KFF revealed that roughly 12% of...

Looking at the ETFs with the highest returns YTD, a few thematic standouts have emerged. As a...

Digging into the first quarter’s earnings season allows us to uncover the winning themes of the...

One of this year’s thematic surprises has been the outperformance of copper and copper-themed...

In its latest report released last December, the Bureau of Economic Analysis (BEA) estimates that...

As the first quarter comes to a close, clearly, there have been some thematic winners in terms of...

It is earnings season in music land, and some exciting growth trends are emerging among companies...

Investors who piled into clean energy themes the last few years are experiencing some performance...

One of the top-performing thematic segments this year is cannabis. A major catalyst has been the...

As VettaFi’s Head of Thematic Strategy, I am excited to be moderating an afternoon panel session...

The acronym “HIPS” stands for high-income pass-through securities. These are securities that must...