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In arguably quiet fashion, the healthcare sector is racing higher. Over the 90 days ending July 7, the largest basic healthcare ETF surged 12.41%. Shares of Dow component UnitedHealth Group Inc. (UNH) were even better o…
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[WELLINGTON] New Zealand house prices fell for the third straight month in June, nearing a three-year low and adding to signs of an economic slowdown as the global oil shock hits household incomes and consumer confidenc…
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The S&P 500, Dow Jones Industrial Average (Dow), and Nasdaq Composite are all stock market indexes used to measure the performance of various aspects of the U.S. stock market. The indexes generally rise and fall togethe…
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Healthcare and technology provide an intriguing contrast. Many healthcare stocks are traditionally known for their more defensive uses in portfolios. At the same time, biotech and healthcare technology stocks stand to g…
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How are advisors and investors looking at opportunities within model portfolios these days? Well, recent research seems to suggest that model portfolios in the U.S. are certainly picking up steam.
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This weekly update tracks some of the largest cryptocurrencies by market share: Bitcoin and Ether. While both are considered high-risk assets, they possess foundational differences that investors should understand. We h…
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We may often come off as skeptical about AI in this newsletter. Our skepticism is primarily centered on the AI capital spend and AI company valuations rather than the AI tools themselves, which we have found both useful…
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Prior to the debut of SpaceX on the Nasdaq, one of the few ways to get exposure to this highly anticipated IPO was through Baron First Principles ETF (RONB) via publicly traded, transparent, liquid ETF shares. Just beca…
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A common notion in the fixed income market surrounds rate decisions by the U.S. Federal Reserve as the primary pivot point for portfolio shifts. However, in the collateralized loan obligation (CLO) space, the rate conve…
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The ETF three-year milestone is more than just an opportunity for firms to tout their funds or celebrate years of work. That marker has material consequences for current and future investors in a fund, opening up those …
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While some of the hottest artificial intelligence (AI)-adjacent trades have hit a rough patch recently, broader large-cap equity benchmarks remain near all-time highs — despite a brief pullback on July 7. That’s a sign …
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At first glance, broad-market funds seemingly offer similar exposure to the exact same underlying stocks. Various asset managers offer several heavyweight funds that claim to capture the broader market. However, subtle …
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First Half of 2026 Sees a Shift in Leadership Despite conflict in the Middle East, sharp oil price swings, and resurging inflation concerns, equity markets posted positive returns in the first half of 2026 amid de-escal…
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During the June 30, 2026, World Cup round of 32 match between France and Sweden at the 82,500-capacity MetLife Stadium, the logistical scale of a global mega-event was on full display. Moving 80,663 fans safely through …
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The action in Emerging Markets ETFs this year has been really interesting to watch. From record-breaking asset flows to impressive results, albeit massively dispersed, this category of funds has had quite a ride so far …
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Financial advisors had to deal with the rise of the internet, which equipped clients with plenty of questions and sometimes spurious answers. What does the rise of AI now mean for a new generation of advisors and client…
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Last week, U.S. Federal Reserve (Fed) Chair Kevin Warsh held his first press conference following the Federal Open Market Committee (FOMC) meeting. While the Committee’s decision to leave interest rates unchanged was wi…
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Active ETFs continue to thrive amid the overall ETF surge that has dominated asset management in recent years. Active ETFs not only provide adaptable, thematic opportunities. They increasingly are competing with passive…
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These were last week’s top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly. Always do your homework.
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The small-cap stock rally we highlighted back in April has continued over the past few months, driven by factors such as robust U.S. economic growth disproportionately benefiting smaller, domestically focused businesses…
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Demand for GLP-1 weight loss drugs has reshaped the healthcare industry. And ETFs such as the Amplify Weight Loss Drug & Treatment ETF (THNR) give investors a way to access this growing market. What was once a small cor…
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Is now the time to consider hopping back into silver investing? Sure, the precious metal may tend to be a bit more volatile than gold, but it is certainly offering a compelling value proposition for the months to come.
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AI may reshape the labor market in ways that are difficult to predict, and it won’t be the first time this has happened. In the short term, the labor market appears to have stabilized and there are some early signs of a…
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While volatile oil prices have taken much of the spotlight in the energy sector this year, increasing global energy security concerns amid geopolitical tensions, soaring data center energy demand, and substantial intern…