Breaking the Bond Fever!
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 …
ETFs
Rising Rates Not a Dealbreaker for Stocks
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…
AllianceBernstein Names Julie Gunts Head of ETFs as Active Demand Surges
AllianceBernstein (AB) has promoted Julie Gunts to senior vice president, global head of ETFs. The move elevates a key internal leader to guide the asset manager’s rapidly growing active ETF franchise. Gunts brings more…
Invesco Taps BlackRock’s Tim Clavin for ETF Capital Markets
Invesco has hired a BlackRock ETF trading executive to lead its ETF capital markets team in the Americas. Key Takeaways: Tim Clavin moves to Invesco after about two years at BlackRock and nearly a decade at Vanguard. Eq…
With 2 Big Chip Stocks Offering Value, These ETFs Are Worth a Look
Broadly speaking, semiconductor equities are considered growth stocks. But there are occasions when some members of the group, including some bellwether names, serve up value. Value may be in the eye of the beholder, bu…
As Geopolitical Risk Grows, Active Natural Resources ETF TURF Performs
Active ETFs have become increasingly popular with investors in recent years, offering flexibility and upside potential. 2026 may have begun with investors already moving towards active ETFs, but a volatile year of geopo…
Long Bonds vs. Derivative Income: The Income Dilemma
When pursuing income in today’s market, are investors better off allocating to long-dated bond funds or derivative-income ETFs? That question was center stage at a Future Proof panel, posed by my friend, ETF industry ve…
Testing the Limits of Higher Yields.
Christopher Gatlin was arrested for a brutal assault he didn’t commit after AI Face Recognition Technology (FRT) said he matched the suspect. He spent 17 months behind bars, and clearing his name took two years. As of M…
NTHM ETF Rotates Into Midstream Energy & GLP-1 Healthcare
The NBI Thematic Rotation ETF (NTHM:TSX) has completed its latest portfolio rebalance, pivoting away from broad tech and industrial momentum to channel capital into midstream energy infrastructure and GLP-1 weight-loss …
How Active Tech ETF TTEQ Smashed Its Benchmark
Active ETFs have exploded in popularity in recent years, driving more and more ETF launches overall. Despite their comparatively smaller overall AUM among ETFs, they’ve gathered an outsized amount of flows. Within that …
After the Hike: Fixed Income ETF Money Trail
Markets have dealt with serious whiplash from the Federal Reserve’s dramatic policy pivot this year. In just six months, the Fed funds futures market went from pricing in two rate cuts totaling 50 basis points to now pr…
Europe’s economy surprisingly resilient amid war-driven energy shock, surveys show
LONDON, Sept 23 (Reuters) - Europe's economy is showing unexpected signs of health even as conflicts in the Middle East and Ukraine drive up energy costs for firms and households, key business surveys showed on Wednesda…
How Share Buybacks Can Create Compelling Value Trades
Broadly speaking, there are plenty of different metrics that analysts and investors can employ when trying to determine whether a stock is undervalued or not. Key Takeaways: There are many methods to identify a good val…
ETF Prime: VettaFi’s Focus on Fundamental Indexing
VettaFi’s acquisition of RAFI Indices and the case for fundamental indexing were the focus on this week’s ETF Prime. Host Nate Geraci welcomed Tom Hendrickson, president of TMX VettaFi. He was followed by Rob Arnott, ch…
AI Optimism Returns, Pushing Inflation Risks Into the Background
Market sentiment is often misunderstood as a simple barometer of optimism or fear. Yet, as this week’s market swings demonstrate, it is a nuanced, dynamic interplay of data, corporate signals, geopolitical developments,…
Some Perspective on Inflation
Since regaining the Oval Office in early 2025, President Donald Trump has repeatedly called for lower interest rates1 and severely criticized former Federal Reserve Board Chair Jerome Powell’s cautious approach to inter…
New ETF Bets on the Machinery Behind AI Chipmaking
Lam Research Corporation (NASDAQ:LRCX - Get Free Report)'s stock price was up 2.9% during mid-day trading on Tuesday . The company traded as high as $311.39 and last traded at $310.96. 9,231,983 shares traded hands duri…
High Beta, Short Supply: The Drivers of Silver’s New Rally
Much like gold, the price of silver saw significant growth across the month of August. Key Takeaways: Silver and gold both saw their spot prices increase in August, but insights from Sprott note that silver’s price rose…
New Information Leaves Clues on What is Driving 10-Year Treasury Yields Higher
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How Personal AI Is Upending Consumer Business Models
AI could hollow out jobs, reshape them gradually, create entirely new ones—or do all three at once. The case for starting to act now doesn’t depend on knowing which.
World Markets Watchlist: September 21, 2026
Vietnam was not added to MSCI’s watch list for a potential upgrade from frontier market to emerging market status in the index provider’s 2026 Annual Market Classification Review, despite a series of regulatory reforms …
ELFY Rebalances: See Moves in Key AI Trend ETF
It’s rebalance season for the ETF world, with the latest moves coming for the ALPS Electrification Infrastructure ETF (ELFY). The electrification ETF made some notable drops and additions, while also naming a new number…
Bitcoin ETFs Could Triple Gold Funds Within 5 Years
U.S. spot bitcoin exchange-traded funds needed less than two years to approach $120 billion in assets, a pace that took gold ETFs well over a decade to match, Bloomberg Intelligence senior ETF analyst Eric Balchunas sai…
Add More Income to International Investing With This Options ETF
We expect these highly rated exchange-traded funds with big yields to outperform over the long term.