Following the Federal Reserve’s highly anticipated September meeting, which saw the central bank raise rates by 25 basis points, fixed-income investors are once again reassessing their portfolios. The central bank is na…
The global pressurized water reactor (PWR) system market is valued at USD 13.0 billion in 2025 and is projected to reach USD 17.6 billion by 2035, expanding at a CAGR of 3.1%. This increase represents an absolute dollar…
In recent days, energy discussions and headlines have been dominated by the potential for a U.S. diesel export ban. The U.S. is a major exporter of diesel, including to Europe, which has been hit hard by global diesel s…
In broad terms, the semiconductor industry usually isn’t top of mind for value investors, but there are occasions when individual names in the group look like bargains. Some experts argue that Broadcom (AVGO) currently …
As equity market concentration hits historic levels, investors are actively seeking alternative index weighting strategies to mitigate idiosyncratic risk. For decades, the default option to escape the confines of market…
Costco’s fiscal year 2026 has officially concluded, and the retailing giant certainly closed out on a high note. Key Takeaways: Costco recently released its Q4 2026 and fiscal year 2026 operating results, which showcase…
There is a myth that index-based ETFs are all static buy-and-hold products that passively track a benchmark. Many people think of indexing through the lens of market-cap strategies like the Vanguard S&P 500 ETF (VOO). F…
The BlackRock Model Portfolio Solutions team made significant allocation shifts during the week ended September 24, 2026. The team recently managed over $300 billion and often causes shockwaves in the ETF industry. Last…
I’m talking about the cash I have sitting here that I desperately want to get into the market. Earlier this year, I got a chunk of money from selling a house. I have no desire to own another home (that’s a story for ano…
Key Takeaways NVIDIA’s annual revenue grew from $9.71 billion in fiscal 2018 to $215.94 billion in fiscal 2026, roughly a 22-fold increase. The Transformer architecture emerged more than five years before ChatGPT, illus…
Investors seeking a more consistent performance profile from their large-cap growth allocation may benefit from an approach that goes beyond the market-cap-weighted approach offered by many passive funds. Baron Capital’…
Earnings season is here again, with the next few weeks promising some important earnings drops. From financials like JP Morgan Chase (JPM) all the way to most of the megacap tech names, markets will learn a lot. How, th…
Investors pushed a record $663.59 billion into active exchange-traded funds through August, according to ETFGI, a research and consultancy firm that tracks the ETF industry. That pushed global assets in the category to …
The ETF industry has been abuzz with mergers and acquisitions (M&A) activity. Adding to the growing list of M&A deals, Chicago-based private equity firm Madison Dearborn Partners (MDP) entered into a definitive agreemen…
With oil prices uncomfortably high, the same being true of inflation, and all the talk of a new supercycle dawning, it’s not surprising commodities are in the spotlight. The asset class is garnering plenty of adulation …
I’m away but alas staying in touch with political news at home, and thought I would check in with one of the best public opinion quants about where we stand right now …
U.S. Treasury yields have surged to their highest levels in nearly a year as investors aggressively reprice Federal Reserve policy expectations following a string of hotter-than-expected inflation reports. The benchmark…
September is a fun sports month. On weekends, I’m watching the baseball playoff races and the first weeks of pro football. I am also already counting down the days until my Knicks defend their NBA Championship title. Du…
The latest rebalance of VettaFi’s Thematic Rotation Quality Momentum Screened Index (TQRMS), tracked by the NBI Thematic Rotation ETF (NTHM:TSX), reshapes the portfolio around a new set of themes. GLP-1 weight loss drug…
Midstream ETFs have recorded consistently strong flows in 2026. The segment has a track record of generating attractive income for investors. Key Takeaways The Alerian MLP ETF (AMLP) and the Alerian Energy Infrastructur…
One of the trends noticed during the ETF Exchange event in Las Vegas, Nevada, earlier this year was embracing complexity. Advisors are no longer hesitant to offer their clients alternative strategies for downside protec…
The yield on the 30-year hit a multi-decade high this week, spiking amid continued fiscal and monetary concerns. The 30-year hitting 5.45%, its highest mark since 2004, comes amid an already busy year for bonds. Muni bo…
Confluence Investment Management offers various asset allocation products, which are managed based on “top down,” or macro, analysis. We publish asset allocation thoughts on a bi-weekly basis, updating the report every …
Summary A 5% 10-year rate is not a dealbreaker for stocks. Strong earnings growth can overcome rising rates. With the Fed now engaged, we think long rates are close to peaking. This week the 10-year Treasury yield cross…
