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…
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…
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 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 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…
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…
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…
The producer price index rose 4.1% year on year, the highest rate since July 2022
[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 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…
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…
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.
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…
Long-term investing in America and the lessons history offers modern investors were the focus of this week’s ETF Prime. Host Nate Geraci welcomed Mebane Faber, founder and chief investment officer at Cambria Investment …
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…
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…
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 …
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…
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…
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 …
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 …
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 …
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…
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.
