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July 23, 2026 at
11:00 AM UTC
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Rethinking Active and Passive Investing with Data-Enhanced ETFs
July 27, 2026 at
12:30 PM UTC
Powering the Future: The Investment Case for Electrification Infrastructure
July 28, 2026 at
11:30 AM UTC
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Navigating What’s Next: Market Outlook and Portfolio Positioning for the Rest of the Year
July 29, 2026 at
12:30 PM UTC
Core portfolio strength may matter more than ever
July 30, 2026 at
02:00 PM UTC
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Inside the Fastest-Growing Corner of the Income ETF Market
July 31, 2026 at
02:00 AM UTC
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Hard Assets, Low Obsolescence: A Framework for Investing in the Age of AI
August 04, 2026 at
02:00 PM UTC
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The Evolution of Income Investing: What Advisors Need to Know
August 10, 2026 at
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From Insight to Alpha: Seek Client Results with Collective Conviction
August 11, 2026 at
04:00 PM UTC
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Automating America: The New Wave of Robotics Demand
August 26, 2026 at
02:00 PM UTC
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The secular case for emerging markets growth
August 31, 2026 at
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The importance of hedging foreign currency exposure in your equity portfolio
November 12, 2026 at
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2027 Market Outlook Symposium
Commentaries
Timely market commentaries from leading investment firms
4 Floating-Rate ETFs That Should Top Your List
Fixed income investors continue to grapple with an uncertain macro environment, dominated by higher-for-longer interest rates and a new-look U.S. Federal Reserve, in which rate hikes may be forthcoming. Rather than make a directional bet on interest rates to combat duration risk, consider floating-rate ETFs, a compelling option.
Lithium Was the Top Performing Commodity in H1
Every year in early July, we update our interactive Periodic Table of Commodities Returns to reflect the performance of raw materials in the first six months of the year. Maybe I’m biased, but I believe it’s one of the clearest snapshots of the commodities landscape you’ll find anywhere.
Tariff Pass-Through Is Not Over
While tariff uncertainty hasn’t completely disappeared, it has diminished, and firms are feeling less uncertain about the future.
A Higher Bar for Earnings Season
The first wave of upgrades came after the AI hyperscalers reported, by and large, strong earnings. But most of the improvement has stemmed from the rest of the non-financials index, with analysts quadrupling their one-year aggregate EBITDA (earnings before interest, taxes, depreciation, and amortization) growth expectations, from 5% at the end of January to more than 20% as of 30 June.
Is US Democracy at Risk?
As we move toward the mid-term elections, many are making the argument that “democracy is at risk.” We get politicians making this argument, but when supposedly sober political and economic analysts start to make it, we do get worried.
Keep It Short & Sweet With MINT
The Federal Reserve’s plans for interest rates in the second half of 2026 appear very much up in the air. That said, advisors and fixed income investors may want to renew their focus on short duration bonds and related ETFs.
Q2 2026 Earnings Preview: Navigating High Expectations, Tariff Rebates, and War Uncertainties
What makes this earnings setup truly unique is the behavior of Wall Street analysts over the last 90 days. Because corporate guidance tends to be conservative, analysts historically cut estimates ahead of time.
AI Capex Risk Cuts Both Ways In The American Economy
The AI capex risk profile has gotten sharper since then, and the argument needs tightening in a few places. The bull case and the tail risk are now the same buildout, but they are running in different directions.
Economic Anomalies
This week a number of articles caught my attention. The only thing that ties them together is their impact on the US and global economy. Economic anomalies: things we were not looking for but show up and force us to pay attention. Today in the summer heat, let’s take a look at a few of them.
Tax-Loss Harvesting: How Often Should It Happen?
For investors using direct-indexed equity strategies, tax-loss harvesting becomes a major focus, as it may help improve after-tax returns—but we think the calendar for tax-loss selling can make a big difference. Weekly tax-loss harvesting, in our view, offers the potential for more efficient tax-loss harvesting and more effective index tracking in turbulent markets.
Four Themes to Watch as Earnings Season Shifts into Focus
Despite geopolitical headwinds, the broader macro backdrop remained constructive in the first half of the year. Economic growth proved resilient, consumers kept spending and the S&P 500 gained 10%. That favorable mix drove strong earnings growth, with S&P 500 earnings rising 27% year over year in 1Q26, led by the tech sector.
2026 Mid-Year Outlook: A Soft Landing Meets a Broader Market
Markets enter the second half of 2026 facing a familiar wall of worry—geopolitical conflict, oil prices, inflation, Federal Reserve policy, and questions around the durability of an AI-led equity rally. Yet the economic backdrop still looks resilient: growth remains solid, inflation has moderated, unemployment is reasonable, and market leadership appears to be broadening.
Is the Credit Market Unprepared for the Level of Tech Supply?
Fixed income experts James Donahue, John Lloyd and Mike Talaga revisit the levels of supply related to the AI buildout and explain why they remain cautious towards investment grade tech issuance.
Not Just Tech: Invest in Innovation With Healthcare
Traditionally speaking, folks that have looked to tap into innovation in the AI space have done so through tech exposure, particularly with mega-cap names. This is not a surprise, considering the interplay between these companies and AI innovation. However, healthcare also has many opportunities for innovation.
Top 10 Charts of 2026: Mid-Year Review
Discover the top 10 most-read charts from the first half of 2026, covering historic market valuations, record margin debt, recession indicators, and global index performance.
Russell Investments Gets New Owners as ETFs Gain Steam
Russell Investments is getting new owners. An investor consortium led by B Capital, a global multi-stage investment firm, has agreed to acquire the asset manager from TA Associates and Reverence Capital Partners. The group also includes the California Public Employees’ Retirement System (CalPERS), according to a Thursday press release.
America Turns 250. Yet The Data Isn't Celebrating
If there's one thing you should take away from it, it's this: these six measures rarely move together. When they have, twice in 250 years, the country entered a period of real upheaval. Right now, they're moving together again.
Quantum Computing Goes Mainstream: What 2 Executive Orders Mean for Investors
For investors who have been tracking this space, the signing is a continuation of a policy architecture that has been assembling with surprising speed.
Gold's Pullback Isn't What You Think
The sharp correction in gold prices during the first half of 2026 has left many investors wondering whether the precious metal's bull market has come to an end. According to Money Metals' Mike Maharrey, however, the market's recent weakness is largely a matter of perspective.
The Great Migration: ICI Data Highlights Shift From Mutual Funds to ETFs
Unpack the latest ICI flow data as long-term mutual funds bleed billions directly into low-cost, model-ready ETFs.
Great Moderation Era: Drift(ing) Away
The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.
Midterm Elections and Geopolitical Risk Will Drive the Market
As we move through 2026, the political and geopolitical landscapes remain key drivers of policy uncertainty. For the midterm elections, our base case is a Democratic House and Republican Senate, a historically favorable outcome for equities.
How Many Stocks Should Your Portfolio Hold?
This video explains why the phrase "buy and hold" is often misunderstood and why successful long-term investing requires much more than simply buying stocks and never selling them. Chuck Carnevale, Co-founder of FAST Graphs, aka Mr. Valuation argues that buy-and-hold can be an excellent strategy, but only when investors purchase high-quality businesses at sensible valuations.
AI & “Ex-China” Rewriting the Emerging Markets ETF Playbook
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 in 2026. What comes next could be equally interesting.
Central Banks Plan to Keep Swapping Dollars for Gold
Central bankers expect de-dollarization to continue over the next several years, with gold and other currencies taking on a growing role in the global monetary system, according to a survey by the Official Monetary and Financial Institutions Forum (OMFIF).
American Century’s Greenblath Talks Credit Risk on Schwab Network
One of the bigger questions facing advisors and investors right now revolves around credit. Inflation, volatility, and Fed rate hikes all loom, potentially heightening credit risk for portfolios. Navigating that risk may be a crucial task in the second half of this year.
2026 Q2 CIO Review and Outlook
Chief Investment Officer Sean Taylor reviews a strong second quarter for emerging markets, where AI and reindustrialization were key drivers of investor returns.
Q2 2026 Baird Chautauqua International and Global Growth Fund Commentary
Assessing the year so far, much of the portfolios’ declines have been a compression of valuations, not a deterioration of earnings. For many of our holdings, the two have moved in opposite directions. Revenues, profitability, and cash flow have continued to build, even as the multiples placed against them have fallen.
Healthcare Investing: Finding Growth Beyond Pharmaceuticals
Investors are often drawn to healthcare for its innovation and long-term growth potential. Yet in practice, allocations are often concentrated in a few large pharmaceutical companies, whether through direct stock picking or index weightings.
Small Caps Deliver Big Gains
The small-cap stock rally we highlighted back in April has continued over the past few months, driven by factors such as robust U.S. economic growth disproportionately benefiting smaller, domestically focused businesses and the AI capital spending boom spreading to smaller tech and energy companies.
The Long View: Not a Straight Line
ClearBridge Investments: Although markets often pause to digest after large gains, history suggests these episodes usually prove fleeting, meaning major indexes could move higher in the second half of 2026.
Common Investor Biases—and How to Avoid Them
Markets move on data, earnings, interest rates, and economic conditions. But they can also be heavily influenced by human behavior. Even experienced investors can fall into emotional or psychological patterns that affect decision-making, particularly during periods of uncertainty or market volatility.
How to Invest Smarter in the Race for Electrification
As economies become increasingly electrified and power demand grows, the transmission, storage and infrastructure needed to support reliable electricity delivery are evolving. In our view, these trends are creating attractive opportunities across the technologies and infrastructure that underpin the energy transition.
The Case for Active Small Caps
For much of the last decade, investing felt relatively one dimensional. Falling inflation, near zero interest rates and abundant liquidity rewarded long duration growth assets, compressed dispersion and made passive exposure difficult to challenge.
Closing the Curtain on Rate Cuts
The June jobs report underscored our thesis that while the labor market remains in the 'economic plus column,' some of the prior months' increases in new hiring seemed a bit too high.
Washington: What to Watch Now
Congress is in recess from June 30 through July 13 for the annual July 4 break, so it's relatively quiet in the nation's capital. But there is still plenty worth paying attention to.
Harnessing Consensus & Momentum: Defiance Debuts RANK ETF
On June 30, Defiance debuted the new Defiance KSM TipRanks Analyst ETF (RANK). With an expense ratio of 60 basis points, this fund aims to leverage Wall Street’s highest-rated analyst consensus data to capitalize on U.S. market momentum.
Midyear Outlook 2026: Key Takeaways for the Second Half
Over the first half of 2026, markets faced some expected — and unexpected — tailwinds and headwinds, ranging from geopolitical developments, blockbuster corporate earnings, increasing artificial intelligence (AI) scrutiny, resilient economic data, and a new Federal Reserve (Fed) Chair.
Direct indexing: An innovative and Customizable Capital Markets Strategy
The capital markets have become an increasingly complex space for investors, complexities that are heightened by the sheer number of ways one can invest.
Model Portfolios Gain Momentum in 2026: How ETFs Fit In
Model portfolios are seeing billions in inflows, and part of that success may be from how these strategies implement ETFs and private assets.
World Cup 2026 Sees Physical AI in Action
During the June 30, 2026, World Cup round of 32 match between France and Sweden at the 82,500-capacity MetLife Stadium, the logistical scale of a global mega-event was on full display. Moving 80,663 fans safely through a sprawling transit corridor and securing a massive open-air venue demands complex engineering. Underpinning the operation is a capital-intensive ecosystem of physical AI, advanced sensors, and automation software.
Margin Debt Risk: The Ratios That Mislead Investors
Rising prices increase the value of collateral in every margin account, which automatically increases how much each investor can borrow under Reg T. Debt rises BECAUSE the market rose, not the reverse. That single fact is what breaks the ratios we’re about to examine, and it lies at the core of why margin debt risk is so often misjudged.
US Small-Caps Stay on Top in the Second Quarter
Royce Investment Partners: In this second quarter recap, Francis Gannon discusses how US small-and micro-cap stocks have continued to lead the US equity market in a robust period for equities.
Execution Efficiency Redefines Fixed Income Transitions
Fixed income transition costs are increasingly driven by what happens in credit markets. As credit trading becomes more efficient, the cost of transitioning fixed income portfolios is coming down, and how those transitions are executed is changing too.
2Q26 Strongest Quarter for Stocks Since Pandemic Rebound
The shortened trading week brought the second quarter of 2026 to a positive close. Stocks ended slightly lower for month, but closed the quarter on a nice uptick. The US and Iran resumed peace talks, helping stocks push higher.