Traditionally speaking, one of the bigger challenges of value investing is determining whether a company is actually facing a real secular decline or whether a true value opportunity is present. Does this particular sto…
The ETF ecosystem grows with each passing day, as more funds look to embrace the wrapper’s strengths. Perhaps one of the strongest ways to make use of the wrapper, however, is to provide a streamlined way to package hig…
T. Rowe Price has announced the launch of the T. Rowe Price Dynamic Emerging Markets Bond ETF (TDEM) on the Nasdaq today, the company said. Key Takeaways: T. Rowe Price’s new TDEM fund began trading on the Nasdaq as the…
Advanced Micro Devices, Inc. (AMD) and Meta Platforms, Inc. (META) powered a September gain for the gaming index behind the Amplify Video Game Leaders ETF (GAMR). The VettaFi Video Game Leaders Index rose 2.8% for the m…
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. Key Takeaways The Ivy Portfolio 10- and 12-month simpl…
Netflix, Inc. (NFLX) has shed a quarter of its value this year. But that decline isn’t the worst of the story. The once-beloved streaming entertainment stock resides nearly 44% below its 52-week high as of Sept. 29. Tho…
Nuclear energy equities and related ETFs are in the midst of what some market observers argue is a healthy pullback. That indicates a buying opportunity may be afoot with funds such as the ALPS Nautilus SMR, Nuclear & T…
The July 2026 AIER Business Conditions Monthly (BCM) shows a sharp reversal in forward-looking conditions, even as measures of current and trailing activity improved. The Leading Indicator fell to 42 from 88 in June, wi…
Indian banks are once again asking the Reserve Bank of India (RBI) for regulatory relief on losses arising from their investment portfolios. Lenders want permission to spread their mark-to-market (MTM) losses across the…
In September, Vanguard ETFs overall recorded a mix of steady market performance, some volatility, and significant dividend distributions, with investors pouring substantial capital into its funds. Stakeholders seemed to…
Active buffer ETFs and a first-of-its-kind electricity futures fund were the focus of this week’s ETF Prime. Host Nate Geraci welcomed Ben Sklar, portfolio manager on AllianceBernstein’s index and derivative solutions t…
Equity market returns over the past decade were largely driven by a narrow cohort of megacap growth stocks. That allowed market-capitalization-weighted indices to surge while traditional multi-factor strategies faced he…
It’s a complicated economic environment to retire in, with high costs and significant geopolitical and policy uncertainty. Still, people want and often may need to retire. However, thanks to innovation in the asset mana…
Given that the Federal Reserve raised interest rates earlier in September, inflation data that was already crucial has taken on a new meaning. These reports could now serve as a barometer for what is to come from the ce…
Global nuclear generation achieved a major milestone this month. Total global nuclear power output reached 2,702 terawatt-hours (TWh), notching a new record for the second consecutive year, according to a statement from…
QQI expands access to the innovation profile of the QQQ Innovation Suite through companies outside the U.S.
Despite the fact that international equities have picked up steam over the past year and a half or so, they are still largely trading at noticeable valuation discounts compared to U.S. stocks. That sentence alone should…
The Goldman Sachs Future Tech Leaders Equity ETF (GTEK) has produced robust returns for its 75 basis point fee. The strategy has returned 46.5% YTD, according to ETF Database data, and 52.2% over the last 12 months. GTE…
The derivative ETF landscape is undergoing a rapid transformation, as financial advisors look for ways to generate elevated, tax-efficient income while managing equity market volatility without adding traditional intere…
The stakes certainly seem to be getting raised in the bidding war for USCF Investments and its parent, The Marygold Companies. Key Takeaways: Simplify Asset Management has submitted a proposal to buy The Marygold Compan…
More conversions to exchange-traded funds (ETFs) from mutual funds continue to underscore the preference of the ETF as the investment vehicle of choice. Last week, Putnam Investments completed the conversion of its mutu…
Meta Platforms is officially entering its next phase, and Wall Street is taking notice. Shares of the tech giant are experiencing a sweeping re-rating as Muse, the company’s new AI agent, takes center stage in its roadm…
Uranium mining equities have been back on the rise as of late. Key Takeaways: Recent insights from the Sprott team show that uranium miners and junior uranium miners saw significant gains in August. These gains are occu…
When it comes to identifying value, typical fundamental metrics like price-to-earnings (P/E) or price-to-book (P/B) are often used. Both metrics rest on accounting outputs (reported earnings and book value), and account…
