A New ‘Warsh’ Cycle
On the domestic front, arguably one of the more notable events in 2026 has been the change in Federal Reserve leadership, ushering in a new era for how the U.S. central bank conducts monetary policy and how its actions …
ETFs
This wave of Trump tariffs is likely here to stay; more are coming
The US political climate makes it very hard for the US government to raise taxes, so the tariff revenue is just too useful (Daniel Torok/Official White House Photo)
Guterres set to be first UN chief to visit Syria since before 2011 war
Since the end of World War II, the United Nations has served as the world’s leading international body dedicated to promoting peace, security, and cooperation. From conflict resolution to climate action, it has played a…
Brazil eases spending curb despite revenue shortfall from dividend tax
BRASILIA, July 24 (Reuters) – The Brazilian government on Friday reduced by 5.7 billion reais ($1.12 billion) a spending curb needed to comply with its fiscal framework due to lower than expected mandatory expenditures…
How Goldman Sachs’ Quant Approach Looks to Unlock Active ETFs
The ETF landscape continues to grow in leaps and bounds, with active ETFs playing an increasingly bigger role. Goldman Sachs is helping drive this evolution by leveraging its deep research and quantitative capabilities …
A Call for Diversification: Research Affiliates-PIMCO Midyear Recap
The midway point in 2026 offers advisors and investors alike a chance to rethink their strategies heading into the second half of the year. It’s an opportune time to reflect on what worked well and what didn’t work quit…
The Defensive Shift: This Week’s Top 10 ETF Inflows
The ETF market saw a push in capital away from the concentrated U.S. tech sector to defensive broad market exposure, short duration bonds, and commodities. The shift in flows is amplified by the semiconductor market pul…
Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing?
The semiconductor market, which has significantly outperformed the broader market in 2026 is seeing a pullback in July. The factors driving this rise include aggressive profit-taking, valuation concerns, and unwinding l…
ALPS Ties Fund Growth to Distribution Discipline
Running a $22 billion ETF lineup with a distribution team far smaller than the largest issuers means every new fund has to earn its place on the shelf.
Treasury Yields Snapshot: July 24, 2026
The yield on the 10-year note finished July 24, 2026 at 4.69% while the 2-year note ended at 4.33%.
Why Investors Are Eyeing Short & Long U.S. Treasury ETFs
Considering where bond yields sit, along with geopolitical pressures and potential policy from the Fed, there are plenty of ways for advisors and investors to play the fixed income market at the moment. This is certainl…
New ETF USLV Will Shine if Silver Rebounds
To say silver is in the midst of a precipitous decline is an understatement. The iShares Silver Trust (SLV), the largest ETF backed by physical holdings of the commodity, is off 38% over the past six months.
For Downturn Protection, Consider CLO ETFs
During periods of elevated market stress, including those that see pinched corporate bonds, collateralized Loan Obligations (CLOs) often outperform other corporate bond assets. Add to that, CLOs often emerge from those …
New Home Sales Unexpectedly Rise 1.6% in June
According to the Census Bureau, new home sales were at a seasonally adjusted annual rate of 628,000 in June. This represents a 1.6% increase from May’s upwardly revised rate of 618,000 but a 5.6% drop from the previous …
Living In a Materials ETF World: Broad & Targeted Exposure
Materials are often viewed as a sleepy, cyclical corner of the market, but the artificial intelligence (AI) buildout is adding vim and vigor to the sector. Along with a confluence of other factors like persistent inflat…
UK private sector returns to growth in July on services rebound
How can strategic partnerships expand access to CRE capital and diversify investment channels?
Reckoner Offers Tax-Efficient CLO ETFs With RAAR & RCLR
Collateralized loan obligation ETFs are increasing in popularity with Registered Investment Advisors. Concurrently, many RIAs and wealth managers are focusing on after tax returns for their clients. Reckoner Capital Man…
French private sector contraction eased in July, flash PMIs show
LONDON, June 23 (Reuters) - Euro zone private sector activity shrank for a third straight month in June, though at a slower pace, as a modest recovery in tourism and leisure demand failed to fully offset a sustained fal…
Reaction to US imposing new tariffs on 60 trading partners
WASHINGTON — President Donald Trump is going ahead with new double-digit tariffs on dozens of U.S. trading partners just as the clock runs out Friday on stopgap levies he imposed after a stinging defeat at the Supreme C…
Trump imposes forced labor duties on 60 trading partners as 10% US tariffs expire
A data-driven snapshot of how Euronext-listed companies are advancing their Environmental, Social and Governance (ESG) practices.
Japan CPI rises as expected in June, core inflation below BOJ target
Japan's core CPI is forecast to ease to 1.7% year-on-year in April, a third straight month below the BOJ's 2% target, as government energy subsidies and fading food price pressures subdue consumer price rises.
Trump to impose forced labor duties on Friday as temporary 10% US tariffs expire
Trump imposes double-digit tariffs on dozens of countries as his 10% levies are set to expire Friday
ROBO vs BOTZ ETF: A Comparison for Portfolios
Robotics and artificial intelligence continue to drive growth in technology and industrial automation. For investors evaluating thematic ETFs, the ROBO Global Robotics & Automation Index ETF (ROBO) and the Global X Robo…
Tight Bond Spreads? Structured Credit Diversifies Your Income
Traditionally speaking, when investment-grade corporate bond spreads tighten, advisors and investors need to look outside the box to make sure they hit those crucial income goals. Oftentimes, high-yield bonds and struct…