Focus on Intent
Don’t approach them with a legal eye. Leave that to your attorney. Instead, read them with a much simpler question in mind:
ETFs
4 Floating-Rate ETFs That Should Top Your List
Fixed income investors continue to grapple with an uncertain macro environment, dominated by higher-for-longer interest rates and a new-look U.S. Federal Reserve, in which rate hikes may be forthcoming. Rather than make…
This High-Dividend Real Estate ETF Holds Some Bargains
Even without rate cut assistance from the Federal Reserve, the real estate sector is delivering the goods for investors this year. Count the ALPS REIT Dividend Dogs ETF (RDOG) among the real estate ETFs displaying leade…
Defying Rate Pressures: Real Estate ETFs Outpace Broader Market
While the Federal Reserve has held rates steady since its December 2025 meeting, investor expectations for future interest rate decisions have shifted drastically over the course of the year. Early expectations for 2026…
Russell Investments Gets New Owners as ETFs Gain Steam
Russell Investments is getting new owners. An investor consortium led by B Capital, a global multi-stage investment firm, has agreed to acquire the asset manager from TA Associates and Reverence Capital Partners. The gr…
REX Drone ETF Sees Inflows as Defense Spending Climbs
According to ETF Database, the REX Drone ETF (DRNZ) fund attracted approximately $11.28 million in inflows during the first week of the month. An additional $4.6 million arrived on July 7, bringing its five-day net infl…
American Century’s Greenblath Talks Credit Risk on Schwab Network
One of the bigger questions facing advisors and investors right now revolves around credit. Inflation, volatility, and Fed rate hikes all loom, potentially heightening credit risk for portfolios. Navigating that risk ma…
ETF of the Week: Vanguard US High-Yield Corporate BD Index ETF (VCHY)
XCCC is part of an ETF suite that targets specific niches of the high-yield corporate bond market. This fund invests in USD-denominated corporate bonds that are rated CCC1 through CCC3, based on an average of Moodys, S&…
PepsiCo Earnings: Why Diversified ETFs Are the Way Forward
On Thursday, July 9, PepsiCo released its Q2 2026 earnings. Given how many remain worried how inflation and gas prices would affect consumer spending, this earnings call was closely watched.
BlackRock Looks to Challenge QQQ With New Nasdaq-100 ETF
On Thursday, July 9, BlackRock debuted the iShares Nasdaq 100 ETF (IQQ). IQQ marks a significant inflection point in the ETF market, as BlackRock looks to challenge the tried-and-true Invesco QQQ Trust Series I (QQQ).
Harnessing Consensus & Momentum: Defiance Debuts RANK ETF
On June 30, Defiance debuted the new Defiance KSM TipRanks Analyst ETF (RANK). With an expense ratio of 60 basis points, this fund aims to leverage Wall Street’s highest-rated analyst consensus data to capitalize on U.S…
Irish consumer price inflation eases to 3.4% in June
As anticipated in our last global economic outlook, elections around the world have driven notable policy changes that altered the trajectories of inflation, borrowing costs, currency values, and trade and capital flows…
Finding High-Conviction Growth in Baron SMID cap ETF, BCSM
As megacap valuations remain stretched, more investors are looking to small- and mid- cap companies for growth exposure. At a recent TMX VettaFi product due diligence session, “Where Small-Cap Upside Meets Midcap Stabil…
This Critical Mineral Will Fuel the Next-Gen Energy Grid
The global economic landscape is undergoing a fundamental transformation highlighted by a heavier reliance on energy. The proliferation of artificial intelligence (AI) usage is only going to accelerate this trend, which…
Advisors Say Time, Not Demand, Is Biggest Constraint
Advisors say the biggest limit on their practice growth isn’t client demand or market conditions. It’s time, according to new research from T. Rowe Price.
Romania’s first quarter GDP contracts 1.2% year-on-year
Romania's economy slid 1.2% in the first three months of this year on a gross series basis compared with the same period in 2025, and 1.1% on a seasonally adjusted basis, according to provisional data (1) the National I…
Electrification Surge Fuels Case for Clean Energy ETF ACES
Artificial intelligence (AI) data centers, a fractured energy security picture, and a wave of electrification are converging into a supercycle for clean energy infrastructure. That’s according to executives from SS&C AL…
China factory-gate inflation hits 4-yr high in June; CPI misses forecasts
Data released by the National Bureau of Statistics (NBS) showed that the Producer Price Index (PPI) rose 4.1% year-on-year in June, matching market expectations in a Reuters poll and marking the fourth consecutive month…
China’s producer inflation hits near 4-year high in June
The producer price index rose 4.1% year on year, the highest rate since July 2022
New Zealand’s manufacturing index hits five-year high in June on renewed confidence
[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…
The S&P 500, Dow and Nasdaq: Real Returns Since the 2000 Peak (June 2026)
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…
Rate-Agnostic Income: Why Fed Moves Matter Less for CLOs
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…
Model Portfolios Gain Momentum in 2026: How ETFs Fit In
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.
Cryptocurrencies: Bitcoin Back Above $60K
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…