VettaFi

At VettaFi, we’ve been talking a lot about bottlenecks as a concept. Some of the brightest equity market opportunities for capital growth are tied to bottlenecks in a supply chain-context.

U.S.-listed ETFs locked in a record-breaking first half of the year. Read the analysis on active ETFs, fixed income shifts, and equity flows.

Markets may have ended the first quarter with a thud, but stocks put another record run in the books to close out the first half of 2026. The U.S. ETF market had already shattered records, crossing the $15 trillion threshold and cruising past $1 trillion in net inflows right before summer officially began.

It’s been a long time coming for the asset management world, but ETF share classes are now a reality. Fidelity Investments has joined that movement, with the launch of its first ETF share classes for some of its mutual funds.

As growth stumbled, the S&P 500 Momentum Index captures a 7.5% gain in June and a 44% gain in the second quarter.

Benchmarks are broken. That was the premise established in a conversation with Samarth Sanghavi, head of fixed income index product at TMX VettaFi, when the problem was first addressed in a previous article. TMX VettaFi creates innovative index solutions, and with the premise established that benchmarks are indeed broken, here is the fix.

The ETF ecosystem is always changing and growing. Thanks to the ETF’s flexibility, transparency, and tradability, it can help investors achieve plenty of bespoke goals. That even includes investing with an eye towards philanthropic causes as with philanthropic ETFs ASD and DUTY.

Markets have been hyper-focused on AI, crypto and buffer ETFs, but REIT ETFs have quietly staged an impressive comeback. The REIT terrain has shifted rapidly over recent years, and forward-looking investors and advisors have taken notice.

During the past month, the ETF market has seen a wave of excitement surrounding a concentrated group of companies. While investors still want exposure to the tech giants that have dominated the past few years, the successful launch of SpaceX in early June created widespread anticipation for planned IPOs like Anthropic and OpenAI.

Investors now have more optionality when looking for Nasdaq 100 exposure. State Street Investment Management (SSIM) just launched the State Street SPDR Portfolio Nasdaq 100 ETF (QNDX). It will invariably go heads up with the Qs, namely the Invesco QQQ ETF (QQQ) and the Invesco NASDAQ 100 ETF (QQQM).

The ETF landscape includes plenty of exciting ETFs. Not all, however, can claim to combine high current income and outperformance. The ProShares Russell 2000 High Income ETF (ITWO) has done just that so far this year with its innovative approach to covered calls.

VettaFi currently has index products tied to ETFs issued by American Century, Victory Capital, and ALPS ETFs, but the addition of RAFI products issued by Invesco and PIMCO that are fundamentally weighted is really exciting, according to Rosenbluth.

Join the industry’s leading strategists for the Midyear Market Outlook Symposium—a comprehensive briefing designed to help advisors audit their current allocations and prepare for the opportunities of the next six months

The international ETF landscape has become quite popular with investors over the last year. Investors flocked to ex-U.S. equity opportunities over the last 12 months, driven by high domestic valuations and persistent concentration risk. By contrast, emerging and international markets have both offered lower costs and healthy diversification.

In broad terms, there appears to be little headline risk facing advisors and income investors mulling municipal bonds. All 50 states carry investment-grade credit ratings, confirming that their credit quality remains solid.

THOR builds upon the success of the firm’s Thornburg Investment Income Builder Strategy, bringing that same income generation expertise into a flexible, actively managed ETF.

While the market-cap methodology has been the guiding principle for equity index creators, it’s increasingly viewed as a structural error in the world of fixed income. Today, TMX VettaFi is helping to spearhead a growing movement of index innovators who are inclined to challenge the fixed income status quo.

The fixed income environment continues to project uncertainty, as higher-for-longer interest rates persist amid sticky inflation. Investors may want to lean on the expertise of active managers when deciding between an active and indexed fund.

A real, potentially lasting U.S.-Iran deal appears to be on the horizon for the first time in many weeks of on-, then off-again negotiations. Should this be the deal that does it, or another one in the near term, oil prices will respond. In fact, they’ve already dropped in response to the news that the Strait of Hormuz will reopen.

Humanoid robots grab headlines, but they are just a fraction of the physical AI ecosystem. Autonomous robots, drones, cobots, and eVTOLs are rapidly scaling across industrial and defense sectors.

Discover why DoubleLine's Jeffrey Gundlach is urging a structural defensive rotation into emerging markets and international assets.

The emergence of leveraged ETFs tied to Space Exploration Technologies (more familiarly known as SpaceX) points to strong investor demand for concentrated exposure.

Investors have plenty of reasons to celebrate the covered call ETF boom. Covered call strategies have offered new ways to add income to portfolios. Challenges in fixed income were a catalyst for assets to flow into traditional covered call ETFs.

Exposure to critical minerals, specifically rare earths, provides an opportunity for investors to capitalize on growth and diversify their portfolios simultaneously. However, there are also geopolitical implications that investors should know about as well. In particular, more nations are reducing their reliance on China.

Higher-for-longer interest rates and ongoing geopolitical friction make navigating emerging markets (EM) and capturing their growth potential a trying task. This is where investors can shift the onus of EM investing to experienced portfolio managers, with an active fund such as the Fidelity Fundamental Emerging Markets ETF (FFEM).

Participate in artificial intelligence (AI) investing long enough and you’re apt to hear plenty about this disruptive technology’s substantial power demands. Market participants know the anecdotes. For instance, some data centers consume more power than states. Another one: Data centers in aggregate consume more power than nearly all of the world’s countries.

This week J.P. Morgan Asset Management launched two actively managed municipal bond ETFs focused on California and New York debt, offering investors a way to earn tax-free income inside a more flexible and transparent fund structure.

On Monday, June 15, Guggenheim Investments debuted a pair of new fixed income ETFs. Each of these new funds offers an active take on the fixed income space. This may help investors looking to amplify portfolio yield.

J.P. Morgan converted two mutual funds into active muni ETFs for California and New York investors seeking tax-free income.

Advisors searching for diversification from a concentrated S&P 500 Index often reach for equal-weight strategies. However, a new report argues that all equal-weight approaches are not interchangeable.

Several ETFs have added exposure to Space Exploration Technologies (SPCX) after the aerospace giant completed the largest initial public offering in market history. Trading on the Nasdaq, SpaceX surged 19% from its initial $135 offering price to close at $160.95 per share, notching a historic $2.1 trillion valuation. Actively managed ETF vehicles were able to use their operational flexibility to add positions in SpaceX at its debut.

VettaFi’s core mission is to provide the index and distribution solutions that help asset managers build, grow, and navigate the markets with precision. Last week we took a massive, transformational step forward. TMX VettaFi signed a definitive agreement to acquire RAFI Indices from Research Affiliates, the undisputed pioneer of fundamental indexing and smart beta strategies.

Given all the interest and hype over the SpaceX IPO, many advisors and investors have been increasingly gravitating towards thematic ETFs that focus on the space industry. Given that the SpaceX IPO is the largest IPO in history, this should not come as a surprise to anyone.

Discover how Capital Group’s active CGGR ETF navigates this mega-cap divergence to uncover secular growth beyond tech.

Goldman Sachs and Innovator panelists say buffer ETFs can help advisors move cash-shy clients into stocks with built-in downside limits.

The ETF industry has reached a historic turning point. Vanguard has officially surpassed BlackRock’s iShares to become the largest ETF provider. The milestone underscores a broader structural shift among investors prioritizing low-cost investments in portfolio allocations.

At a time when the cost of living is rising and market volatility appears to be rising, too, investors may be looking for current income to bolster their portfolios. Current income can especially help investors at or near retirement to adapt to retired life.

Inflation and geopolitical uncertainty are pushing advisors and investors to rethink how they build diversified portfolios.

May saw 148 new ETF launches in May alone – although launch figures were partially driven by a 37-fund rollout from Corgi Insurance Services.

Building resilient portfolios in markets delivering mixed messages can be a challenging affair. In our ongoing engagement with the retail and advisor community at VettaFi, we hear first-hand just how investors are tackling that challenge this year.

Markets have treated AI as a gold rush of LLMs, chips and cloud applications, but as the industry shifts from chatbots to agentic systems — AI that autonomously runs workflows and makes decisions — hyperscalers are now facing a brutal physical bottleneck.

It’s no secret that investors are on the lookout for opportunities in their fixed income portfolios. This is especially true in today’s shifting landscape. Equities are hot, perhaps too hot, and many investors want strong performances out of their bonds in order to keep up.

Confirming that the bar is high for artificial intelligence (AI) semiconductor makers’ earnings reports, shares of Broadcom (AVGO) plunged 12.59% on June 4, a day after the chip giant delivered quarterly results. The results weren’t the problem. It was a lack of a positive update regarding AI semiconductor demand.

In my more than two decades covering index funds, I have never seen anything quite like the frenzy surrounding the SpaceX IPO. The sheer scale and market anticipation of this pending debut this week have done something rare. It has encouraged index providers to re-evaluate how they build and maintain benchmarks that are tracked by trillions of dollars.

On June 4, Vanguard launched the Vanguard U.S. High-Yield Corporate Bond Index ETF (VCHY) on the Cboe BZX. VCHY provides ultra-low-cost exposure to higher-yield U.S. corporate bonds. It comes with an expense ratio of just five basis points.

Bond ETFs secured a record $64 billion in monthly inflows, driving total fixed-income ETF assets above $2.5 trillion.

There are short duration bonds and corresponding ETFs. For advisors and fixed income investors who really want to minimize interest rate risk, there are ultra-short alternatives. Those products are worth considering this year.

The top-performing non-leveraged ETFs of 2026 span a distinct blend of digital assets, next-generation semiconductor technology, and localized international equity plays. For advisors assessing portfolio allocations heading into the second half of the year, these performance figures highlight a sustained risk-on appetite among investors.

The top-performing non-leveraged ETFs of 2026 span a distinct blend of digital assets and localized international equity plays.

The closed-end fund landscape may be seeing a big change as regulations may be shifting at the SEC, per recent announcements.

On Wednesday, June 3, Wellington Management and The Hartford announced that Wellington will be acquiring Hartford Funds. Once the acquisition is complete, Hartford Funds will operate under Wellington’s brand through the firm’s U.S. Wealth business.

The first phase of the artificial intelligence investment trade was relatively straightforward: if you wanted to capture the AI boom using familiar names, you bought semiconductors.

Given its focus, the launch presents a milestone for the asset management community. ASD blends a sophisticated index design with structural corporate philanthropy to create an ETF that resonates with those invested financially and emotionally.

Space ETFs have seen strong inflows coupled with standout performance, capturing significant market attention. For investors, the rapid pace of capital deployment into the space economy underscores a compelling investment opportunity. For this edition of Bull vs Bear, writers Zandile Chiwanza and Elle Caruso Fitzgerald debate the use cases for space ETFs in portfolios.

The global defense industry continues to move rapidly from legacy, heavy-hardware platforms to agile, unmanned systems. Today, the Trump Administration announced that it’s pursuing funding deals for drone companies in an effort to increase domestic production in today’s defensive landscape.

The ETF landscape includes a wide variety of innovative, intriguing funds that look to meet investor goals. From equities to fixed income, all kinds of strategies offer intriguing spins on areas like income and dividends.

J.P. Morgan Asset Management has expanded its alternative lineup with the launch of the JPMorgan Managed Futures Plus ETF (JPFP) on the Nasdaq. The actively managed fund combines a core U.S. equity allocation with a systematic managed futures strategy spanning equities, bonds, currencies, and commodities.

In the 24-hour financial news cycle, there’s much buzz surrounding the buildout of infrastructure for artificial intelligence (AI). What about infrastructure beneficial to humans? There are plenty of ETF opportunities in the sector that’s gone from defensive hedge to dynamic capital appreciation engine.

The ETF industry has exploded in popularity in recent years. Old mutual fund heavy firms have increasingly leaned into the space, while new shops have proliferated, adding all kinds of new ETFs for investors to consider. That has benefitted investors and advisors immensely.

This persistent growth highlights how central low-cost core index products remain to advisor and retail portfolios alike. Even as asset managers roll out specialized strategies, capital continues to flow within broad-market beta.

A tidal wave of conversions has siphoned an unprecedented amount of capital out of mutual funds and into the ETF wrapper. Last year’s record 60 mutual-fund-to-ETF conversions in 2025 across 31 firms pushed total converted assets past $260 billion, and the past five years have now seen a grand total of 203 conversions.

The push for international equities diversification continues amid shifting global macroeconomic conditions. These days, investors have more options when it comes to international exposure. Given the current market uncertainty, they may want to put quality at the forefront of their decision-making process.

Goldman Sachs Asset Management (GSAM) made a big announcement this week, touting $100 billion in total ETF AUM. The milestone comes following the firm’s recent acquisition of Innovator ETFs adding several notable funds to the firm’s overall roster.

Private credit is more inherently complex than the traditional bond market. In comparison, private credit information comes at a deficit. That’s because private credit loans are essentially bespoke agreements between a lender and a private borrower.

On May 26, 1896, Charles Dow calculated a simple arithmetic average of 12 industrial stocks and arrived at a closing value of 40.94. Now, exactly 130 years later, that same benchmark has crossed the historic 50,000 threshold.

New AdvizorPro data shows RIAs broadened their ETF lineups in Q1 2026, leaning into real assets, active managers, and defense strategies.

Artificial intelligence (AI) might be the talk of the town these days, but quantum computing is the quiet thunder rumbling in the background. It just got much louder with the U.S. White House commiting to roll out a massive $2 billion funding package distributed across nine quantum computing companies.

Now, that prospect feels much farther off. Indeed, as government debt grows and macroeconomic pressures and inflation reemerge, investors face a complicated rate environment. Dividends can provide a solution.

By moving beyond benchmark constraints, active portfolios can access off-the-run bonds, specific securitized tranches, and maturity buckets with superior risk-reward profiles. They also have the flexibility to adjust positioning throughout the market cycle — reallocating across sectors, ratings, and issuers as conditions evolve to capture opportunities and mitigate drawdowns.

Industry discussions on Janus Henderson’s ETF lineup are typically centered around its fixed income funds given the firm’s history in this asset class. However, the issuer also has equity ETFs that are garnering attention, which include a fund that’s close to crossing the $1 billion assets under management (AUM) threshold: the Janus Henderson Small-Mid Cap Growth Alpha ETF (JSMD).

Nvidia is now a textbook fit for quality-focused indexes in ETFs given its strong underlying business fundamentals. The company has become the smartest kid in the quality classroom, scoring exceptionally high on metrics like high return on equity (ROE), strong return on invested capital (ROIC), stable earnings growth, and low balance sheet leverage.

Recently, Matthew Bartolini, global head of research strategists at State Street Investment Management, sat down with VettaFi to discuss where inflation stands, opportunities within portfolio construction, and much more.

Model portfolios are a key pillar for asset managers competing for advisor and investor attention. They offer straightforward, pre-packaged tools that help investors target and achieve specific financial goals. Designing and operating models, however, takes a particular set of skills. Goldman Sachs Asset Management recently made a big hire therein.

With mega tech AI capital expenditure projected to cross a staggering $660 billion to $750 billion, according to estimates from firms like Goldman Sachs, CreditSights and Bloomberg, saying the stakes are high for Nvidia and the AI ecosystem is an understatement. It’s no wonder we can focus on little else this week.

The consumer is still spending, but with a higher level of caution. Inflation remains a persistent pressure point, particularly for lower- and middle-income households. This has caused the U.S. personal saving rate to fall to 3.6% as of March 2026, leaving significantly less breathing room for discretionary purchases.

The rapid deployment of artificial intelligence (AI) is evident; 99% of CEOs say their companies are investing in the technology. Apparently, AI is also quick at garnering assets. Launched less than three months ago, the Pictet AI Enhanced US Equity ETF (PQUS) is already approaching the $100 million mark in assets under management (AUM).

Tax-equivalent yields on high-quality munis are hitting 7% to 9%. Discover how WisdomTree ETFs, WTMU and WTMY, exploit the steep yield curve.

The artificial intelligence (AI) evolution moves at breakneck speed. While generative AI is still a significant part of the underlying investment thesis, physical AI is rapidly accruing momentum.

Chemistry is a vital component when building an organizational powerhouse. This applies not only to just sports, but also the executive world. In the NBA, the New York Knicks assembled the “Nova Knicks.” This effectively reunited a championship-caliber core of Villanova alumni in Jalen Brunson, Josh Hart, and Mikal Bridges.

Investing in emerging markets (EM) used to be synonymous with getting exposure to China. It’s an ideal notion, given that it’s the second largest economy and thus commands a heavy weight in standard EM benchmarks. Challenging that narrative today is a changing geopolitical landscape, which continues as U.S. president Donald Trump visits China in a high-stakes meeting between the two economic superpowers.

Semiconductors and software have largely overshadowed the electrification ETF trade. Paul Baiocchi, head of fund sales and strategy at SS&C ALPS Advisors, says most investors are missing the sectors that actually power the AI buildout.

Top RIA executives said Tuesday the industry's growth is still early, with breakaway clients and a talent shortage as key forces.

With inflation persistent and rising due to soaring energy prices, it’s not surprising that advisors and fixed income investors are revisiting Treasury Inflation-Protected Securities (TIPS). In fact, data indicate that inflation-linked bonds have been among the most popular fixed income destinations, dating back to 2022.

The ETF landscape is ever changing, and has grown massively since the ETF rule arrived in 2019. It was the game-changer that streamlined the launch process for new funds, thus allowing asset managers to offer new and innovative strategies in the wrapper.

Goldman Sachs Group, Inc. (GS) executives detailed their artificial intelligence strategy for operational efficiency as new data showed the top 100 registered investment advisor firms now manage more than $1.6 trillion in client assets, double what they controlled just two years ago, according to Padi Raphael, global co-head of third party wealth at the firm.

Fears of hotter-than-expected inflation were realized today. Consumer Price Index (CPI) data revealed that headline CPI rose 0.6% month-over-month in April. This pushed the year-over-year figure to 3.8%, which constitutes the highest reading since May 2023. To beat the CPI heat, three distinct natural resource ETFs offer varying ways to hedge against higher inflation.

In the current market, broad healthcare exposure means navigating relentless regulatory pressure and drug-pricing reform, a combination that can erode returns quickly. To find true value in this challenging macro environment, investors are increasingly turning to cash as the ultimate truth-teller, specifically, free cash flow (FCF).

Innovation drives portfolio growth, but how can investors access it while limiting concentration risk – or paying for red-hot valuations? Most investors are already significantly exposed to megacap tech names, but there are plenty more tech players out there that can deliver for investors.

The nuclear industry has seen a recent flurry of announcements, headlined by two major industry partnerships to rapidly deploy new reactors. These exciting developments come against the backdrop of a new national poll showing increased positive sentiment towards nuclear energy. This all adds to the positive tailwinds for nuclear development in the U.S.

In my former life as a mutual fund analyst, T. Rowe Price was always a staple of my research. Back then, the focus was on their fundamentally focused active mutual fund lineup. However, in the last 15 years, the investment world — and my own research focus — has moved toward ETFs. I watched with strong interest as this Baltimore-based firm brought its active management expertise into the ETF world in 2020.

Advisor clients have myriad goals and needs for their portfolios — but this year, delivering on them has gotten more complicated. Events in the Middle East will likely spur inflation for the rest of 2026.

In a recent Market Outlook Symposium we hosted at VettaFi, we learned that 2026 has marked the return of fixed income as a strong contributor to an investor’s total return. We also learned that the biggest theme in fixed income investing this year is dispersion. Where you are putting your money to work matters.

With shares of Amazon (AMZN) up 28% over the past month, it’s safe to say investors are at peace with the company’s massive artificial intelligence (AI) spending plans.

The performance reflects a shift toward gaming infrastructure over content, with the technology sector contributing 10.39% to the index’s return while consumer discretionary holdings subtracted 0.80%, according to VettaFi index data for April.

April showers came in the form of more inflows raining down on the exchange-traded fund (ETF) market last month. Assets under management (AUM) have now grown to a staggering $14.7 trillion for the year. That’s punctuated by year-to-date (YTD) net inflows of over $636 billion.

While the ETF leaderboard continues to be dominated by S&P 500 index-based products, there are many other success stories that are likely being missed. There are now more than 5,100 products for advisors, investors, and even analysts to keep up with. Let’s take a look at some funds that have sprouted in just the last few months.

Like Treasuries and Treasury Inflation-Protection Securities (TIPS), municipal bonds betrayed their normally docile reputations in March as the conflict in Iran stirred increased volatility for normally subdued corners of the bond market.

In today’s market, income investors remain firmly focused on one objective: yield. With traditional sources of income still under pressure, demand for high-income ETFs continues to grow — especially those capable of delivering consistent monthly payouts.

Core aggregate benchmarks remain the bedrock of many fixed income portfolios but advisors are increasingly looking to income alternatives.

Where should advisors and investors be looking to find the best opportunities in fixed income? Given the current macroeconomic picture, now is certainly a good time to consider shifting one’s fixed-income portfolio.

The rapid institutionalization of the $3 trillion private credit market has left many financial advisors racing to catch up. While the asset class was once a walled garden for pension funds, the mainstreaming of private debt requires a new level of diligence and education. The shift toward transparency is finally allowing advisors to look under the hood of these complex structures.

Participants will gain a deep understanding of the macroeconomic drivers shaping the next three months. We will move beyond the headlines to provide actionable insights on portfolio construction, risk mitigation, and identifying value in an environment characterized by both transition and opportunity.

Now and then, advisors need to get a sense of how Americans of all ages approach retirement planning. Back in March, Fidelity Investments released its 2026 State of Retirement Planning Study. The report took a deep dive into how different age groups of Americans are viewing retirement preparations.

It’s a stressful investing landscape right now and investors are feeling it. Volatility, driven by a chaotic geopolitical landscape, has defined much of the market narrative this year — perhaps just second to everything AI. Although markets have marched steadily upward, a growing number of investors are making more defensive moves to adapt. In fact, recent data from VettaFi suggests downside protection ETFs are gaining significant traction.

Active ETFs are punching well above their weight in 2026. Despite representing just 12% of total ETF assets, actively managed funds have captured 40% of year-to-date flows, Todd Mathias, head of North America ETF product strategy at Franklin Templeton, told attendees at an April 27 roundtable discussion at the firm’s Manhattan office.

It’s the big story so far in 2026. Alongside AI, geopolitical market volatility is creating dislocations for investors to target. While some are more immediate and some are longer term, the ETF wrapper offers strategies that can attack all kinds of sectors. In corporate bonds, for example, growing volatility could create opportunities.

The midstream energy arena, which includes master limited partnerships (MLPs), has long lured income-hungry investors. A new ETF amplifies that proposition. The MLP & Energy Infrastructure High Income ETF (MLPI) debuted last December. It’s generating buzz, helped by the White House’s rhetoric on bolstering American energy independence, which is viewed as a potential boon for MLPs.

After positive earnings releases from peer semiconductors like Texas Instruments, Taiwan Semiconductor, and ASML, it was Intel’s turn to further support the notion that the semiconductor industry is doing just fine amid the recent volatility.

The primary contagion risk is sector concentration. Software and tech-enabled services represent roughly 15-20% of direct lending portfolios. A meaningful portion of these loans also resides in the Broadly Syndicated Loan (BSL) market – the bedrock of CLO ETFs – leading to a software weighting of 12–18% in typical CLO collateral pools.

Clients may love the relative safety of cash, but many advisors know those assets could do more. A multisector bond approach for example, offers plenty of rewards for those willing to dive in. The right ETF can give tax efficient exposure to the space, providing both yield and total return.

Even before the first active dual share class fund from Dimensional launched, active mutual funds and ETFs were already roommates rather than existing in separate silos. Ben Johnson, head of client solutions at Morningstar, revealed in a LinkedIn post that active managers are increasingly using ETFs as essential tools for building portfolios.

At this point, investors of all ages are well aware just how much inflation can cut into one’s spending power, whether it be for everyday expenses or big-time purchases.

The sheer complexity of exchange-traded funds (ETFs) using derivative-based strategies could have investors turning the other away. Instead, investors have been running towards them. The capital markets witnessed a surge in demand for these tactical ETF tools during the first quarter of 2026, making it a topical theme at the most recent Nasdaq-sponsored Asset Allocation Summit.

Apple Inc. (AAPL) announced Monday that Tim Cook will transition to executive chairman, while John Ternus will become CEO effective September 1. Ternus has served as senior vice president of hardware engineering since 2021. He will lead the company after 25 years focused on product development across iPhone, Mac, iPad, AirPods and Apple Watch.

Not only has infrastructure been devastated in key energy production zones, but other critical commodities like fertilizer have become much more expensive as well. It’s important for investors to respond, especially those at or near retirement. The right type of income ETFs can be that response.

When advisors and investors hear the terms “high yield” or “junk” as it relates to bonds, they understandably have some apprehension. After all, junk bonds carry elevated credit risk relative to their investment-grade peers. Hence the higher yields, which act as added compensation for the extra risk.

Geopolitical conflict is forcing the markets to think critically about critical minerals. More specifically, the importance of critical materials has shifted from industrial use to a vital component in national defense and energy security.

Yes, much of the blame lies with energy prices, which surged due to the war in Iran. Still, the March reading of the Consumer Price Index (CPI) serves as a reminder of the work to be done to damp inflation.

Exchange-traded fund flows surpassed $500 billion in the first three and a half months of 2026 as the industry continues its rapid expansion with more than 300 new launches and record trading volumes.

Amplify’s path is unique in the ETF space and has carved out a small but powerful stronghold for itself. Its focus on thematic and income strategies lends Amplify resilience across different market types, and its commitment to innovation means it doesn’t tend to issue many “me too” products.

One of the hottest themes in investing this year has been Space. Partly due to its tie-in with the broader Defense theme, and more recently, thanks to investor excitement over the upcoming SpaceX IPO, space investing as a thematic opportunity has been capturing attention and investor dollars.

On Wednesday, April 15, Sprott Asset Management expanded its lineup of exchange-traded funds with the debut of the Sprott Rare Earths Ex-China ETF (REXC). According to Sprott, REXC is the only ETF on the market that is offering a focus on rare earth companies outside China.

For many, the statistics surrounding autism aren’t just numbers on a page — they are lived experiences. I am one of those people; I have an extended family member on the spectrum, and I’ve seen how people have slowly begun to better understand and support the neurodivergent community.

The artificial intelligence theme is entering a more granular phase, with investors increasingly looking beyond foundational large language models (LLMs) toward the physical infrastructure required for scale.

In an investment world marked by ongoing macro uncertainty, more investors are seeking alternative strategies to navigate murky markets. One of the funds capturing this shift is the Fidelity Managed Futures ETF (FFUT). That fund secured the award for Best New Alternatives ETF in the 2026 ETF.com Awards.

The escalating conflict in the Middle East — especially the closure of the Strait of the Hormuz — had an adverse effect on many investment strategies in March, and gold was no exception. The spot gold price closed out March at $4,668.06.

With Q1 earnings season well underway, it was Johnson & Johnson (JNJ) giving investors a peek at how the broader healthcare sector might perform

Diversification is finally paying off. After more than a decade of U.S. dominance, international equity ETFs are enjoying monster inflows, outpacing their domestic counterparts for the first time since early 2023.

Rapid technological shifts and shifting interest rate expectations continue to define the current market environment. Amid the uncertainty, investors are looking for a reliable North Star to guide their growth allocations. They can start with the Fidelity Blue Chip Growth ETF (FBCG).

The first quarter of 2026 ended with a downpour of volatility as the CBOE Volatility Index (VIX) rose 69%. Nonetheless, Goldman Sachs (GS) reported first-quarter 2026 earnings that outpaced Wall Street expectations though a thick fog of uncertainty still lingers in Q2.

For financial advisors, tax season should not be the only time to talk to clients about municipal bonds. However, with April 15 arriving this week, the timing is ideal to examine how muni bond ETFs are rapidly becoming a cornerstone of fixed-income allocations in 2026.

Jason Chura, head of global consulting at Voya Investment Management, outlines a behavioral framework to help advisors project confidence, build credibility, and guide clients through uncertainty.

New ETF launches address concentration and liquidity risks exposed by volatile markets through active and passive strategies.

It goes without explaining at this point, that advisors and investors are keeping an extremely close eye on the trajectory of the Federal Reserve’s ongoing fight against inflation. As of now, the battle certainly seems far from over. Fortunately, tools such as bond ladder ETFs can help portfolios maintain their course and mitigate the brunt of inflation.

During Exchange 2026, experts and thought leaders from firms across the country gathered. They shared different approaches and ideas for tackling the market’s biggest challenges.

VettaFi sat down with Innovator ETFs CIO Graham Day to discuss the move as well as the future of those defined outcome ETFs. Day, who joined the firm in 2017, has been part of many of the shop’s launches in the defined outcome space, one of the more popular options ETF segments.

The debate over whether artificial intelligence has entered bubble territory has reached a fever pitch. For this edition of Bull vs Bear, writers Nicholas Peters-Golden and DJ Shaw discuss the disconnect between infrastructure spending and software revenue.

On Wednesday, April 8, 2026, Morgan Stanley announced the launch of the Morgan Stanley Bitcoin Trust ETP (MSBT). As Morgan Stanley notes, the launch of MSBT marks the first time a U.S. bank-affiliated asset manager is offering a crypto ETP.

Investors are starting to understand that robotics and AI each represent an industry of industries. Not a sector. Not a theme. The foundational technology stack that every other industry increasingly depends on. In Q1, the market decided to stress-test that thesis, and the results tell a more nuanced story than the headline numbers suggest.

Last month at the Exchange conference in Las Vegas, Anna Paglia, State Street Investment Management’s chief business officer, discussed how the firm’s private credit lineup came to be and how the firm sets about developing some of its products.

At Exchange 2026, key thought leaders from firms across the country gathered in Las Vegas to share their ideas for navigating today’s macroeconomic uncertainty and the future of ETFs.

With the conclusion of a volatile first quarter in 2026, the Amplify Energy & Natural Resources Covered Call ETF (NDIV) demonstrated the resilience of its underlying index (VettaFi Energy and Natural Resources Covered Call Index).

Gold’s recent drop from $5,600 to $4,400 is a classic liquidity story where investors are selling their most liquid winners to raise cash.

For much of the past decade, U.S. investors didn’t need much convincing to stay close to home. But according to experts at a recent AllianceBernstein (AB) Product Due Diligence Session, the tide shifted dramatically in 2025, signaling a “new dawn” for non-US stocks.

Amid hopes that the conflict in Iran will soon de-escalate, stocks rallied in recent days. This provided some much needed relief for the growth-heavy Nasdaq-100 Index (NDX). However, advisors and experienced investors know that things can change in a heartbeat.

March 2026 ETFs: Investors pivot to safety with $29B in short-term bonds and a record $5B in Energy as Tech faced a Q1 recalibration.

Income ETFs using options have been one of the biggest categories in recent years. As global volatility has risen, advisor clients and investors of all kinds have clamored for some added income.

A look at ETF flows for the month of March suggests caution is back in vogue. Fixed income ETFs showed serious muscle in the asset gathering race last month, capturing nearly 45% of net creations.

Systematic indexing removes the psychological stress of timing crypto markets by allowing advisors to capture broad asset-class returns through disciplined rebalancing.

DoubleLine continues to fortify its presence in the ETF market, adding a new active fixed income solution designed for today’s complex interest rate environment. The DoubleLine Ultrashort Income ETF (DLUX) launched on NYSE Arca on April 1, marking the latest expansion of the firm’s rapidly growing ETF lineup.

At ETF Exchange 2026, TMX VettaFi caught up with Dave Mazza, CEO of Roundhill Investments, to discuss the firm’s evolving strategy for ETF innovation in a market that’s continuously seeking specialized exposure.

Investors have no shortage of metrics to evaluate equities, but not all measures capture the same economic reality. In an environment defined by elevated capital spending and market concentration, earnings-based measures may not fully reflect how efficiently companies convert investment into cash.

Investors have taken notice of the eye-popping federal commitments to new nuclear capacity in the U.S. in recent months. Headlines have focused on massive reactor-deployment partnerships and loan authority in the hundreds of billions.

Today, Vanguard decided to join the target-maturity party, launching a suite of corporate bond ETFs designed to assist investors with bond laddering. Vanguard’s entry is significant due to its massive distribution scale in tandem with its low-cost reputation.

Weight loss pills and treatments have exploded in popularity since GLP-1 drugs hit the market. From Ozempic to Wegovy, those pills have changed the lives of countless people around the world. They’ve also paid dividends to the companies that produce them.

The actively managed fund charges a 0.65% expense ratio and uses an options overlay designed to generate income while managing volatility. Energy makes up 45.87% of the fund’s sector allocation, followed by information technology at 25.83%, industrials at 16.43% and utilities at 11.87%, according to the factsheet.

As the ETF industry witnessed expansive growth during the past decade, providers have been engaging in a fee war as competition heats up. Industry giants like Vanguard and BlackRock have slashed expense ratios to near-zero, but that era of fee compression could be reaching an inflection point.

The Amplify Video Game Leaders ETF (GAMR) hit the reset button this March. With 22 constituent adjustments, the rebalance goes beyond just routine maintenance. It’s a tactical recalibration designed to capture a shifting global landscape and lean back into core gaming fundamentals.

An aging population is leading to a profound demographic shift known as the “Silver Tsunami.” With more Baby Boomers reaching retirement age, the demand for senior living facilities and medicinal innovation is increasing.

The conversation about automation is still stuck in 2016. “Robots are coming for your job.” But look at what’s actually happening in the countries that leaned into robotics.

Artificial intelligence will reshape how asset management firms operate, but the biggest obstacle isn’t technology, it’s getting people to change how they work, according to VanEck CEO Jan van Eck.

Uncertainty persists in 2026, affecting the broader fixed income market. Collateralized loan obligations (or CLO) have emerged as a viable option with the advent of exchange-traded funds (ETFs), which have democratized access to retail investors.

T. Rowe Price is leveraging three decades of private equity experience to give active ETF investors access to companies at the core of artificial intelligence, including OpenAI, Anthropic, and Databricks, according to Christopher Murphy, head of ETF specialists at the firm.

The Securities and Exchange Commission should focus on enabling retail investor access to innovation rather than limiting products through merit-based judgments, according to Commissioner Hester Peirce. In a discussion with Todd Rosenbluth, head of research at TMX VettaFi, during the Exchange conference in Las Vegas, Peirce shared insight from her term at the SEC and examined the agency’s role moving forward.

Some forms of technical analysis are often too much “inside baseball” for many investors. However, the concept of moving averages is one of the most important technical indicators and an easier one to grasp.

Economic dislocations create opportunities. While many market watchers are seriously concerned about the microshifts in markets and stocks, others may see the opportunities that emerge when oil prices spike.

Rob Arnott, founder & chairman of Research Affiliates, took part in a session at Exchange 2026 to discuss this, his views on growth opportunities, and more. Roxanna Islam, CFA, CAIA, head of sector & industry research at VettaFi, moderated the session.

For decades, the 60/40 portfolio was the gold standard for balanced investing. However, as correlations between stocks and bonds fluctuate and traditional safe havens face new pressures, advisors are looking toward alternatives to increase portfolio efficiency.

With 2026 now in full swing, it’s time to announce the global podium for robotics — brought to you by the ROBO Global Robotics and Automation Index (ROBO).

International equities — non-U.S. equities — brought in a record $60 billion in January. Investors are looking abroad for their investment opportunities amid domestic uncertainty like significant concentration risk, Fed questions, and policy concerns.

The Procure Space ETF (UFO) has entered 2026 with significant momentum as investor enthusiasm around the commercialization of space continues to build.

As advisors explore 2026 ETF Trends, Exchange presented a session covering top-of-mind stories. The session featured members from Women in ETFs, that inlcuded J.P. Morgan’s Julie Abbett, American Century Investments’ Cleo Chang, Fidelity Investments’ Lubna Lundy, and moderator Roxanna Islam from VettaFi, who unpacked the state of ETF markets in 2026.

As artificial intelligence (AI) infrastructure debt floods bond markets, investors face a new risk landscape shaped by complex financing structures and potential overbuilding across the data center ecosystem.

Supported in part by a growing U.S. defense budget, legacy aerospace and defense ETFs are performing admirably. A trio of those funds each have more than doubled over the past three years.

State Street Investment Management is continuing its push into the intersection of public and private credit with the launch of a new ETF.

Soaring oil prices and the military conflict in Iran are among the primary reasons the MSCI EAFE Index is off nearly 6% over the past month.

Japan is a major oil importer. That explains the vulnerabilities of the country’s equity market to conflict in Iran. Over the past month, the MSCI Japan Index is off about 2%.

2026 has kicked off with investors on the lookout for opportunities in a broadening market. While tech remains an important part of countless investor portfolios, it’s not the only category offering opportunities.

Global conflict has erupted in 2026, from South America to the Middle East. With energy at the center of the picture, markets face potentially serious volatility.

Data center developers plan to reduce their reliance on utility grids by investing in onsite power for rapidly scaling facilities. The shift creates opportunities for electrification infrastructure providers as energy independence takes on new urgency.

Thematic exchange traded fund assets in the U.S. have surged from $22 billion in 2015 to over $193 billion today, but not all thematic funds deliver on their promises, according to a new FactSet analysis.

As investors navigate an increasingly complex market, the demand for sophisticated, outcome-oriented ETF strategies has reached a significant inflection point. Goldman Sachs Asset Management is seeing strong success in this space, evolving its suite of derivative-based ETFs to meet the diverse needs of modern portfolios.

As the market continues to move deeper into the first quarter of 2026, the fixed income landscape calls for more stability.

Amid perceived artificial intelligence (AI) threats, cybersecurity stocks are enduring quite a rough patch. However, there are alternative viewpoints.

The most-read articles on Advisor Perspectives for February covered an eclectic mix of interesting topics, ranging from whether money can buy happiness to what a depreciating dollar could mean for investors.

Artificial intelligence has become one of the defining investment themes of this cycle. Yes, we may be hearing about the AI pullback as a valuation reset. However, that doesn’t change the underlying scale of adoption for this theme. And that’s evident even “under the hood” of ETFs.

February data shows investors abandoning growth strategies for cyclical sectors as value funds attract $15 billion in new assets.

Energy is among the smallest sectors in the S&P 500, representing only about 3.5% of the benchmark’s sector allocations, and yet, it’s energy that’s capturing investor attention this year. A big part of the story centers on oil and natural gas, now in sharp focus due to an ongoing conflict in the Middle East.

The AI narrative often centers on the limitless potential of software. However, the real-world trajectory of the technology is increasingly dictated by rigid physical limitations: copper wiring and data center temperature control.

The U.S. ETF market has reached a tipping point. With nearly 5,000 funds now trading—officially outnumbering listed stocks — the industry is flooded with complexity.

Energy is dominating headlines on escalating geopolitical tensions in the Middle East. Following military strikes over the weekend, disruptions in the Strait of Hormuz — a chokepoint responsible for roughly 20% of global oil flow— have sent markets into a risk-off frenzy.

Strong performance and dividend yields amid volatility — typically, an investor may need to sacrifice one in order to maximize the other.

Artificial intelligence-themed companies certainly propelled the stock market to greater heights in 2025. Near the tail of end of the year, however, market experts questioned whether certain companies benefiting from the AI theme had the underlying fundamentals to support their lofty valuations.

Small-caps and the related equities have found their respective grooves. The fact that the Russell 2000 Index is higher by more than 7% year-to-date confirms this. On the surface, the small-cap resurgence is good news.

Last year’s market surge wasn’t built on hype. New research from Alger shows that AI spending and the accompanying infrastructure buildout drove corporate earnings higher, with fundamentals doing the heavy lifting rather than investor sentiment alone.

2026 offers plenty of opportunity in tech investing once again following a breakout year for tech AI tech in 2025. Inventors want that tech upside, but this year could behoove investors to diversify outside of AI hyperscalers.

Almost 1,000 active ETFs launched in 2025, but did their performance substantiate the demand? Across the universe of funds, active managers for ETFs and mutual funds found that outperformance was elusive compared to their passive peers based on the latest Morningstar US Active/Passive Barometer report.

On a recent episode of Road to Exchange, VettaFi Head of Research Todd Rosenbluth interviewed Jennifer Morgan, Founder & CEO of Connective Communications. Morgan is slated to bring her “Storyselling” workshop to the Exchange Conference.

2026 may already be more than a month in, but advisors and investors are still quite keen to navigate the complex geopolitical market in order to find the most opportune investment opportunities.

In a notable shift for the start of 2026, the S&P 500 is experiencing a divergence in factor performance. Typically, high beta (aggressive, high-risk) and low volatility (defensive, safe-haven) factors sit on opposite sides of the seesaw. When one goes up, the other usually comes down.

As the hunt for yield and stability remains a cornerstone of portfolios in 2026, a group of iShares short-term bond ETFs have made a strategic move to the Big Board today.

Roundhill Financial, GraniteShares, and Bitwise have filed with the Securities and Exchange Commission for prediction market ETFs. These funds would let investors bet directly on election outcomes. That would be a departure from traditional political theme funds that hold baskets of stocks expected to benefit from certain party victories.

Income ETFs have become a key part of the ETF landscape in recent years. With their ability to use tools like call options and FLEX options, as well as dividend-focused stocks, income ETFs can help investors meet their goals.

Not long ago, CLO ETFs were niche vehicles only talked about at credit conferences and in sophisticated bond manager circles. But fast forward to 2026, and they’ve entered the mainstream – drawing meaningful interest from both institutions and retail investors.

Thematic ETFs have maintained their impressive momentum in early 2026, building on a resurgent 2025. After gathering $23 billion last year, the category added another $4 billion in January alone.

Emerging market ETFs are back in focus. Two of the ten largest U.S.-listed ETF inflow winners year-to-date are broad EM funds. As expected, low-cost passive strategies continue to dominate flows, although they don’t always lead on returns.

Gold has always been one of the go-to assets when stomach-churning volatility forces queasy investors into safe havens. However, recent volatility has been challenging that safe haven narrative, and one of the drivers has been speculative trading activity in China ETFs.

The performance of digital assets in recent months, especially bitcoin, has been testing investor conviction in both the category’s near-term growth potential as well as bitcoin’s standing as a gold-like store of value and a key character in the debasement trade story.

As of February 10, 2026, Victory Capital managed $20 billion in ETF assets, with an impressive $9 billion of new money flowing in during the past 12 months.

Despite headwinds, ESG ETFs saw a 6.62% growth in AUM in 2025, according to State Street Investment Management.

The year is young, but already, a clear theme is emerging: investors are looking to add international equities exposure to their portfolios. ETFs already offer a wide variety of options for investors to get that exposure, but which fund or funds make th

There’s no stopping the momentum in the ETF market. January 2026 brought a record $166 billion in net inflows, surpassing the last three Januarys combined.

The year is young, but already, a clear theme is emerging: investors are looking to add international equities exposure to their portfolios. ETFs already offer a wide variety of options for investors to get that exposure, but which fund or funds make the most sense?

The ALPS Clean Energy ETF (ACES) jumped 9.26% in January as investors turned their attention to the massive power requirements of AI data centers and the infrastructure needed to support them, according to recent ALPS Advisors insights.

The fund’s outperformance comes as investors debate whether market leadership will broaden beyond mega-cap technology names. While passive index funds must hold all constituents regardless of fundamentals, CNEQ’s structure enables its portfolio manager to concentrate capital in companies they believe are showing accelerating growth.

DroneShield’s rising success shouldn’t come as a particular surprise to the investment community. As drones continue to become more of a part of everyday life, both for defense and commercial use, demand will continue to mount for companies and software designed to preserve public safety and mitigate the threat of military drones.

Investors seeking protection from geopolitical volatility and stubborn inflation in 2026 may find opportunity in short-term bonds, where active management has historically delivered returns 25% higher than passive strategies, according to Vontobel Asset Management.

The term private credit is often reduced to its most literal meaning – lending money privately. While accurate, Chris Getter, managing director and portfolio manager at Simplify Asset Management, believes that definition does a disservice to the asset class.

The start of 2026 has brought no shortage of challenges for advisors, ranging from shifting rate expectations to valuation concerns in a top-heavy market. Nonetheless, ETFs gathered an impressive $165 billion of new money in January, more than the previous three Januaries combined, according to State Street Investment Management.

There’s an ongoing shift in how investors access income through ETFs. No longer is sourcing income a pursuit centered solely on fixed income assets. Today, it increasingly includes the use of derivatives to boost yield and total return, and to capitalize on equity volatility.

Top strategists joined VettaFi on January 29 to provide data-backed forecasts on the trajectory of global interest rates, persistent inflationary pressures, and the resilience of corporate earnings. Advisors came away from the event with the tools needed to mitigate risks stemming from sudden regime shifts while capturing alpha in a fragmented market.

For years now, advisors and investors alike have been pouring significant attention — and inflows — into the broad spectrum of fixed income ETFs.

VettaFi recently sat down with Morten Paulsen, head of research for robotics & machinery at CLSA, to discuss the transition of physical AI into a tech-driven industrial up-cycle. Paulsen projects that persistent U.S. labor shortages will drive domestic robot shipments toward a historical high of 40,000 units in 2026.

Passive, active, Treasuries, corporates, munis, international, and more — the whole spectrum of fixed income ETFs seemed to come off a strong year in 2025. The year was also marked by a bevy of launches.

Join us at the Winter Symposium for a crucial session dedicated to defining investment strategy for the coming year.

Private markets were historically for institutional and ultra-high-net-worth investors. Today, that exclusivity is breaking down, as many retail investors realize the value behind private markets and advisors look for additional diversification tools.

2025 capped off a record year for orbital launches, confirming that the space industry is more than alive and well. This creates a growth opportunity set for the Procure Space ETF (UFO), which can capture ongoing developments in the industry in 2026.

Another blockbuster year for bond ETFs is in the books. After two straight years of record net inflows, taxable fixed income ETF assets have nearly doubled since 2020 – crossing the $2 trillion mark. But the big story in 2026 will be rising pressure to move out of money market funds.

According to Baiocchi, advisors are reevaluating portfolios and recognizing gaps in exposure to companies driving major market themes.

As geopolitical tensions reshape global trade, capital flows and investor risk appetite, gold is once again surfacing as an important component of asset allocation. Some investors and central banks are arguably viewing gold as a risk hedge, supplanting US Treasuries as a safe-haven asset.

As seen in a How to Find Pure Play Approaches to Drone Technology webinar, a lot goes on behind the scenes when building an exchange-traded fund (ETF) — in this case, the REX Drone ETF (DRNZ).

In 2025, despite representing just over 10% of ETF assets, actively managed ETFs gathered nearly one-third of all ETF inflows. Investors increasingly turned to discretionary active equity and fixed income ETFs and not just index-based ETFs. That has persisted thus far in 2026, with active ETFs gathering 37% of new money.

Amplify ETFs had an impressive year in 2025, outperforming the broader market in both asset growth rate and performance across its thematic and income-oriented suites.

The whole world may be talking about AI nonstop right now, but that doesn’t mean other tech segments are falling off. Some are actually outperforming. Blockchain ETF BLOK, for example, has significantly outperformed its ETF Database Category average over the last year.

In the investment business, it’s common to address not only what occurred during the past twelve months but also to provide an assessment of future prospects.

With 2025 in the books, it will be a difficult year to top for fixed income exchange-traded funds (ETFs), but Morningstar is predicting more excitement to come. That should keep fixed income investors fixated on what new developments the space brings this year.

2025 will go down as another year of record-breaking achievements for exchange-traded funds (ETFs). Among the past year’s highlights was a record number of mutual funds converting to ETFs, as noted by Ben Johnson, Morningstar Head of Client Solutions, via a LinkedIn post.

The MSCI Emerging Markets index rallied more than 30% in U.S. dollar terms, easily outpacing the S&P 500 and other developed market benchmarks. And many are expecting that broader outperformance to continue in 2026 – thanks to a combination of macro developments, valuations and AI exposure.

There’s a lot of buzz about the opportunity in US small cap stocks this year. There’s a confluence of factors that seem aligned just right for the segment, chief amongst them earnings growth expectations.

Investors have flocked to the evolving income ETFs space in recent years. The arrival of the ETF rule in 2019 helped launch countless new and intriguing ETF offerings aimed at adding income to investor portfolios.

With large cap growth companies showing signs of frothy valuations, investors could be looking elsewhere to add that extra shot of growth. Thematic ETFs can do just, focusing on niche sectors that may not get the fanfare on financial news sites.

Vanguard Group Inc. is bringing its decades-long relationship with Wellington Management into the ETF structure. It is launching three active equity ETFs. This marks the indexing giant’s first venture into actively managed equity products in the wrapper.

In a year where moderation, not momentum, may define returns, options-enhanced ETFs offer an attractive way to stay invested while monetizing the more limited upside many expect.

Nuclear energy has seen a hot start to 2026, benefitting from positive sentiment around artificial intelligence, ongoing support from the US government, and notable nuclear news from Meta (META).

Midstream is unique from the rest of energy in being able to provide EBITDA guidance for the year ahead or multi-year periods without depending on specific commodity prices. Companies provide services for fees under long-term contracts, which results in stable and predictable cash flows.

The ETF universe continued to expand in 2025, with a growing number of high-income products incorporating options strategies to enhance payouts. However, for many investors and advisors, traditional ETFs that own dividend-paying stocks remain a core component of a well-rounded portfolio.

With the Consumer Electronics Show (CES) taking place in Las Vegas, investors’ eyes are on Nvidia (NVDA). A predictable response, but one that underscores the importance of the semiconductor behemoth in the artificial intelligence (AI) space.

2025 capped off another strong year for fixed income ETFs, as ongoing market uncertainty pushed more investors into the safe confines of bonds. When it came to inflows, it was Vanguard that was well-represented with four funds cracking the top 10.

While stablecoins are a form of tokenization, tokenization is a broader concept than stablecoins. Tokenization is the process of creating and recording a digital representation of traditional assets (e.g., securities, deposits, real estate, commodities, etc.) so ownership and transfer can happen in more automated, accessible ways.

There’s a lot of collective wisdom about the challenge of forecasting markets and the economy. Warren Buffet once famously said: “”Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.”

VanEck’s muni bond ETF kept all 49 holdings intact during its fourth quarter rebalance but executed an internal rotation favoring higher-yielding funds over investment-grade names, according to index data from VettaFi.

ETFs have come on in leaps and bounds since the ETF rule arrived in 2019. Exchange-traded funds are taking a bigger and bigger role in the investment landscape, offering a different route into many strategies compared to mutual funds.

Canada’s strong showing was part of a broader global rotation away from U.S. mega-cap technology stocks and into international “value” markets.

Nuclear power tends to be attractive for its reliability, longevity, and emission free-power generation. Despite these benefits, nuclear energy represents a relatively small portion of worldwide power generation. In 2024, nuclear accounted for 9% of the global electricity mix.

In late December, I attended the Direxion Investments opening bell ceremony at the New York Stock Exchange. In October 2025, Direxion launched a new family of ETFs into their ever-growing roster of leveraged and inverse funds: the Titans ETFs.

Investors and advisors have numerous goals to meet with their portfolios. Some investors full send their portfolios to produce as much capital appreciation as possible. Others, especially those at or near retirement age, look for current income and ballast to steady their financial ships.

The most-read practice management articles of the year touch on topics ranging from helping clients retiring early get suitable health insurance to dealing with conflicting political views held by clients or colleagues.

Thematic ETF assets climbed 49.6% through the first 11 months of 2025, reaching $467.93 billion by the end of November, according to research from ETFGI.

In 2025, Advisor Perspectives’ most-read commentaries mainly centered on uncertainty around U.S. equities and on record-high valuations, in particular. Key themes included the bleak forecast for U.S. equities and the opportunities presented by non-U.S. stocks. Other articles weighed in on the risks around private equity that await retail investors delving into the space and on the investment potential of utilities due to AI and the shift to clean energy.

Retirement dominated 2025’s top articles, featuring insights from William Bernstein and Allan Roth among others. Key highlights include critiques of retirement calculators, Vanguard’s expectations for the next decade, Roth IRA strategies, and the nuances of dividend investing for long-term portfolios.

Plenty of headlines were written as the One Big Beautiful Big Bill Act (OBBBA) made its way through U.S. Congressional debates earlier this year. For the advisor community, many were likely wondering how the OBBBA would affect their portfolio strategies. To be more specific, which investing themes could be boosted by this U.S. policy maneuver?

As the dollar weakens and the migration to international equities continues, investors might still be on the fence when it comes to getting exposure.

Barring a miracle, bitcoin will end 2025 in the red, marking just the fourth time the largest cryptocurrency has done so in its history.

2025 is drawing to a close, and investors have plenty to look back on. Active ETF performance and proliferation was once again an important theme, and as the category matures, its standout performers have diversified.

While often overlooked, water management plays an important role in oil and gas production. Oil wells typically produce more water than oil, while hydraulic fracturing (or fracking) requires water to be pumped into wells. Water infrastructure related to oil and gas production is considered midstream and is classified within gathering and processing.

While assets under management have grown modestly, the fund’s impressive Sharpe and Information ratios—outperforming the vast majority of its peers—validate the efficacy of its strategic partnership with Apollo.

AI’s third wave could represent a broadening opportunity set of companies for investors to capitalize with. Businesses that adopt AI into their operations could ramp up productivity and expand their valuations at a rapid pace.

The era of "easy" yield in money market funds is ending as the Federal Reserve begins its long-awaited series of rate cuts. To stay ahead of shifting borrowing costs, investors are increasingly looking toward the flexibility and proprietary research of actively managed fixed income ETFs.

In the world of exchange-traded funds, some investors tend to look at index-based ETFs as static alternatives to the more flexible active funds. However, that is not necessarily the case. Index-based funds do move their assets around, particularly when their underlying indexes rebalance at points throughout the year.

This year’s research highlights a clear investor preference for high-conviction themes like crypto, global defense, and commodities, which dominated both inflows and market discourse.

LPL Financial explores trending retirement policy shifts topics, including Trump Accounts and private equity’s expanding role in 401(k)s.

Coming into 2025, amid a debate about concentration and lofty valuations in the largest of large-cap stocks, as well as concerns about macro uncertainty and economic conditions, we collectively called for diversification. That diversification, among other things, singled out the opportunity in small-caps.

Preparing for the new year? It helps to look back on the big stories in fund management that can inform plans for 2026.

Cannabis stocks soared on Friday following news that U.S. president Donald Trump is expected to sign an executive order as soon as Monday that would ultimately ease federal restrictions on marijuana.

Looking to add exposure to the Nasdaq? The key market index, with its heavy focus on the information technology sector, can help investors lean more into some key growth-oriented firms in the U.S. and global economy.

Once considered a tactical niche product for nervous investors, buffer ETFs are reshaping how financial advisors approach risk management.

In their latest SPIVA report, S&P discussed the underperformance of active funds relative to index blends across various assets.

With Elon Musk’s SpaceX eyeing an initial public offering that could value the company at over $1 trillion, investors looking for exposure to the space industry can turn to a space ETF that has already delivered outsized returns in 2025.

The launch of multi-token crypto products (i.e., crypto index ETFs) signals that many issuers believe the next growth phase in crypto ETFs will be driven by investors who want a rules-based basket approach rather than single asset calls.

Growth, growth, and more growth — that’s been the common refrain in the current market environment. However, peeking from behind the curtains is the quality factor. While it has yet to receive the full spotlight in 2025 relative to growth, it’s due for a breakout performance (potentially in 2026).

Active fixed income ETFs took center stage at VettaFi's recent 2026 Market Outlook Symposium, with two industry leaders sharing thoughts.

Join us for our 2026 Market Outlook Symposium, where our panelists will tackle all of these topics and shed light on top strategies aimed at helping your clients reach their financial goals

This focus on payout growth and a relatively higher tech allocation suggests OUSA may be well-positioned for performance in 2026, even as corporations globally favor share buybacks over dividend payments.

Amidst geopolitical tensions, global defense has become one of the most persistent and outperforming investment themes in 2025, even in the absence of a major crisis. Investors are increasingly diversifying into international defense markets through new and existing ETFs, recognizing the exposure to rising non-U.S. military budgets and the resilience of long-term contracts.

When developing research strategies to achieve positive alpha, there are typically two methodologies: quantitative and fundamental. Discerning investors who have a predilection for one or the other no longer have to choose with the MFS Blended Research Core Equity ETF (BRCE) and the MFS Blended Research International Equity ETF (BRIE).

For fixed-income investors seeking diversification, Mortgage-Backed Securities (MBS), specifically the VMBS ETF, are presented as a high-quality alternative to potentially overvalued corporate bonds, particularly those fueling the AI boom.

The Invesco QQQ ETF (QQQ) is now close to modernization as it seeks proxy votes from shareholders to approve a reclassification.

Investor appetites for international equities could continue after the Fed implemented a second rate cut. Investors looking to get international equities exposure would be wise to consider using an actively managed fund like the MFS Active International ETF (MFSI) .

Given the relatively mixed signals that the U.S. stock market is seeing in the months ahead, some sectors of the global market could compel.

The year 2025 has been a "baffling" year for markets, with surprising outcomes like gold and silver surging while stocks rose despite global conflicts, proving that "macro is hard."

Indexed ETFs can provide an easy, cost-effective alternative for fixed income exposure that draws from myriad sources. However, investors could be missing out on the advantages associated with active management. Given the current macro environment, it’s almost a necessity.

State Street Investment Management (SSIM) has been the investment advisor for the Select Sector SPDR ETFs since 1998. It will now take over the distribution and marketing for these funds. The move brings 11 ETFs in-house under the SSIM umbrella to unify its product offerings and enhance the investor experience.

Following a rocky start to the year, the municipal bond market has shown strong performance in Q3 2025, outperforming broader bond indexes due to factors like easing oversupply and growing demand.

Despite the "America First" focus of the current administration, international markets, particularly emerging markets (EM), have outperformed domestic financial markets. This surprising trend is highlighted by the strong performance of EM debt and equities, driven primarily by U.S. dollar weakness and corresponding monetary easing by EM central banks.

This month, the global investment community is celebrating the 25th anniversary of the world’s first fixed income ETFs, the iShares Core Canadian Short Term Bond Index ETF (XSB) and the iShares Core Canadian Universe Bond Index ETF (XBB).

This impressive performance, fueled largely by the prominent allocation to the "Magnificent Seven" tech stocks, highlights the strong adoption of ETFs and VOO's role as the premier choice for U.S. equity exposure amidst a challenging macro environment. This success helped the entire ETF industry surpass its previous trillion-dollar record.

This article argues that a grateful mindset is a powerful strategy for improving financial and investment decision-making, citing research that links gratitude to better outcomes and overall well-being.

The ALPS Electrification Infrastructure ETF (ELFY) is drawing investor attention as U.S. electricity demand heads for its fastest growth in decades, driven by artificial intelligence data centers, manufacturing reshoring, and expanding electric vehicle infrastructure.

Bitcoin miners are landing contracts with some of the world’s largest technology companies. This happens as they pivot from cryptocurrency mining to artificial intelligence infrastructure, according to recent research from CoinShares.

The SEC has granted Dimensional exemptive relief to offer dual share class funds, a move that allows certain mutual funds to offer an ETF share class under the same structure. This monumental decision, following the expiration of Vanguard's patent, is expected to open the floodgates for other asset managers seeking to offer their existing mutual fund clients the tax efficiency and structural benefits of ETFs.

Looking at your portfolio and feeling a distinct lack of income? Now may be the time to get more income into portfolios, with this version of covered call ETFs offering a solid option.

Vanguard continues its push into the active ETF market with the introduction of three news funds focused on equities. These are the Vanguard Wellington U.S. Value Active ETF (VUSV), Vanguard Wellington U.S. Growth Active ETF (VUSG), and Vanguard Wellington Dividend Growth Active ETF (VDIG). This bolsters the current active equity roster to now eight funds for the issuer.

As measured by the largest ETF dedicated to the sector, real estate stocks are offering middling performances this year. That is disappointing considering the Fed has pared interest rates two times. However, that tepid sentiment arguably belies opportunity with ETFs such as the ALPS Active REIT ETF (REIT).

Alternative investments have already gained plenty of traction in 2025, and things may very well be the same for 2026. However, it’s crucial to evaluate which kind of alternative investments could provide a more potent use case than others.

The ETF industry continues to grow, with new funds arriving all the time. Each year, hundreds of ETFs arrive on the scene, from covered call ETFs to active bond ETFs and everything in between.

Are you looking to combine small-cap upside with income? With markets seeing increased volatility and large-caps looking expensive, marrying the two could boost portfolios.

October ETF launches saw a plethora of funds join the ETF ecosystem, representing important trends and intriguing ideas.

As 2025 draws to a close, investors and advisors will be considering their tax-loss harvesting opportunities. By selling some investments at a loss, those investors can reduce their overall tax bills next year.

Covered call strategies have become a very popular fund type in recent years. By leaning on the options market, covered call funds offer high levels of income but can limit upside.

Artificial intelligence has brought about a paradigm shift in the diagnostics industry, enhancing the accuracy, speed, and efficiency of disease detection. AI can now process and analyze vast, complex datasets, from medical images and lab reports to genetic data, far beyond human capacity.

For the third quarter of 2025, most energy infrastructure companies maintained their payouts, with MLPs largely providing sequential growth. Still, the vast majority of midstream companies have increased their dividends within the last year.

There’s no denying AI has again been a captivating theme for investors and technology enthusiasts this year. But that proposition could be ramped up in 2026.

Corporate bonds typically appeal to those seeking higher yield potential relative to safer government debt, but current market uncertainty may keep fixed income investors from making the move. However, strong fundamentals are also underpinning corporate bonds, which only add to their appeal despite ongoing risks.

To be sure, it’s not a point for investors to get carried away with. But it is noteworthy in the current environment. RSPF has exposure to the booming prediction markets space. That’s likely an underappreciated factor. And that’s because of the ETF’s status as a home to a slew of old-guard bank st

We discuss Figure’s $1 billion fundraise, XPENG’s (XPEV) humanoid launch, the humanoid market, and how Elon’s $1 trillion pay package fits into this.

While AI applications dominate the conversation, a less-visible hardware trend is already delivering results. Key photonics companies are posting strong earnings, validating the theme for investors in AI and robotics and automation ETFs.

The retirement landscape in America is undergoing a quiet revolution, according to Vanguard’s inaugural "How America Retires" report.

When we look at broader multi-asset portfolios that tap into real assets, including digital assets, as well as inflation fighters like income securities and real return strategies, we find that they have delivered strong results to the debasement-trade crowd.

According to a survey conducted by BlackRock and YouGov, ETF adoption continues to expand while also seeing a shift demographically.

The nuclear energy sector is experiencing a powerful revival, driven by macroeconomic shifts and technological innovation. For financial advisors and investors, understanding these trends is key to identifying investment opportunities as the nuclear energy landscape evolves.

The equity arena is certainly booming with cheers following the Fed’s second rate cut. But the reaction from the fixed income crowd might be more mixed.

VettaFi recaps key takeaways from energy infrastructure MLPs and corporations third-quarter 2025 earnings calls.

Solana and Ethereum are challenging Bitcoin's dominance among institutional investors. CoinShares' latest survey reveals fund managers are increasingly choosing these alternatives for their growth potential.

First and perhaps most importantly, model portfolios aren’t chasing clients away. In fact, a slew of studies and surveys confirm clients are more than fine with model portfolios. That’s because above investment performance, they prize advisors’ communication skills, trustworthiness, and other “soft skills.”

A recent poll of financial advisors confirms that interest in the “nuclear renaissance” investment case is driven by several distinct tailwinds. When asked what they find most interesting about the sector, the responses revealed enthusiasm for new technology, built upon an appreciation for the fundamental benefits of nuclear power.

When it comes to inflows, it seems like ETFs are content with beating themselves. After a record 2024 that saw inflows amass just under $1.14 trillion, ETFs did it again by edging past that level today. And they’re not done. State Street Investment Management is projecting total inflows could end the year at $1.4 trillion.

Actively managed ETFs, particularly those of the fixed income variety, are among the fastest-growing ETF segments today. That growth has been facilitated in part by advisors moving away from higher-fee mutual funds and issuers converting popular mutual funds to the ETF wrapper, among other factors.

After implementing the first interest rate cut of the year, the prospect of further easing by the U.S. Federal Reserve could make fixed income investors nervous.

MPLX (MPLX) has reported third-quarter 2025 financial results that aligned with market expectations. MPLX has recently announced positive updates for investors, including a 12.5% increase in its unitholder distribution and a strategic new opportunity to support data centers in Texas.

After the first rate cut of 2025 and the prospect of more rate cuts to come, the capital markets are now wondering at what pace the U.S. Federal Reserve will institute them. For fixed income investors looking for options that balance credit quality and yield, municipal bonds should be considered.

For many crypto investors, it’s fine to focus on Bitcoin and Ethereum. After all, those two assets combine for nearly $2.7 trillion of the crypto universe’s total market capitalization of $3.75 trillion. “Dominant” doesn’t begin to underscore the status of bitcoin and ether.

U.S. tech equities driven by the artificial intelligence (AI) theme have been a prime catalyst for market gains this year. Have valuations exceeded their underlying fundamentals? If so, one potential avenue to diversify tech exposure is the Invesco China Technology ETF (CQQQ).

The all-ETF portfolio is becoming a reality, as product offerings have evolved into a comprehensive tool kit for total portfolio construction.

It’s been a good year for international equity ETFs. As a category, broad exposure funds tapping into both developed and emerging market equities have delivered outsized gains relative to U.S. markets this year, as well as much sought portfolio diversification.

Wall Street excels at creating catch phrases. The latest one is the “debasement trade.” JP Morgan analysts coined the term earlier this year. Thanks to macroeconomic and geopolitical factors such as lower interest rates, rising fiscal deficits, trade policies, and global geopolitical tensions, concern is rising about the debasement or devaluation of fiat currency.

When it comes to taking financial advice, humans still prefer their own kind. That's crucial in helping to meet an advisor shortage.

Advisors may sometimes feel like they’re venturing out to solve the world’s personal financial problems alone. They don’t have to feel that way when they’re recommending active funds with the requisite expertise and experience behind them. Vanguard active ETFs can offer that.

Every month, TMX VettaFi publishes hundreds of articles across our ETF-focused websites. Reviewing the pieces that capture our readers’ attention provides a clear picture of prevailing advisor and investor sentiment. In October, five articles stood out. They primarily focus on the surging themes of AI, international equities, and alternatives.

Advisors are using exchange traded funds to expand beyond public markets to private markets to modernize 60/40 portfolios.

Investors who watched the robotics space peak back in 2021 may see the current rally with apprehension. Back then, the narrative of a China-driven logistics and e-commerce boom sent robotics stocks to dizzying heights. What followed was China’s economy first slowing down, and then a pandemic-fueled demand shock. The sector fell hard.

Actively managed ETFs, particularly those of the fixed income variety, are among the fastest-growing ETF segments today. That growth has been facilitated in part by advisors moving away from higher-fee mutual funds and issuers converting popular mutual funds to the ETF wrapper, among other factors.

October saw some strong data for bond ETFs, according to recent research, suggesting opportunities may abound in the category.

Rising electricity demand continues to be a key trend for investors to watch, with the latest news revolving around Google (GOOG). GOOG, a key AI hyperscaler, announced a collaboration with NextEra Energy (NEE) for the restart of the Duane Arnold nuclear plant earlier this week.

Five of the so-called “Magnificent Seven” firms reported earnings this week in a major milestone for 2025’s economic narrative. Apple (AAPL), Amazon (AMZN), Microsoft (MSFT), Google (GOOGL), and Meta (META) all shared their earnings, offering some important insights into key tech firms amid the AI revolution.

Global electricity demand is accelerating as AI data centers, electrification, and economic growth drive an unprecedented need for reliable energy. Nuclear power is uniquely positioned to meet this challenge, delivering clean, zero-emission baseload electricity with the highest capacity factor of any major energy source.

Rather than toil over the construction of an ideal fixed income portfolio for a client, advisors can simply apply a template primed for success using Vanguard’s model portfolios. On that note, Vanguard just introduced two new dynamic asset allocation fixed income model portfolios that can suit various investor profiles.

As widely expected, the U.S. Federal Reserve cut the federal funds rate by 25 basis points for a second time this year. This gives fixed income investors an opportunity to reposition their portfolios with intermediate bonds or reconsider active exposure if they don’t have it already.

Markets move fast, and in the ETF corner of the world, sometimes it feels like it’s practically impossible to keep up. Product development and proliferation have been so intense in recent months. New tickers are coming at us faster than ever.

Evan Harp sat down Axon’s Brady Lochte to talk about his practice, the Exchange conference, and the challenges facing advisors and their clients today.

The robotics space is entering earnings season with positive momentum, as solid performance in Q3 has continued into October. This note recaps the key themes and performance drivers from the quarter for investors, while previewing Q3 results.

Strong credit ratings remain a key feature for midstream companies, providing significant cost savings on debt. The subsector is largely dominated by investment-grade players, which also offer attractive dividend yields. Learn more below about the importance of an investment-grade rating and why midstream indexes are skewed towards these creditworthy names.

Artificial intelligence (AI) continues to be a prime catalyst for large-cap ETFs tilted toward growth. Companies integral to meeting the hardware demands of AI infrastructure buildout may be Broadcom, Palantir, and Nvidia. All three are core holdings currently in the VictoryShares Free Cash Flow Growth ETF (GFLW).

Recently, I attended the North American Blockchain Summit 2025, a digital asset conference in Dallas. Last year’s agenda leaned heavily on legislation and policy.

Kinder Morgan (KMI) announced its third-quarter results this week. It reported in-line results as well as a robust outlook for growth. Beyond earnings results, company commentary focused on its so-called shadow backlog and the recently announced binding open season with Phillips 66 (PSX) for the Western Gateway pipeline.

Nuclear-related stocks have seen significant positive momentum this year. In addition to policy tailwinds, investors are recognizing the critical need for reliable, carbon-free power generation for years to come. Nuclear represents a compelling opportunity in that vein.

Friday, October 10 was a forgettable day all the way around for risk assets. Those included cryptocurrency and crypto-related equities. The CoinShares Valkyrie Bitcoin Miners ETF (WGMI) wasn’t immune to the broader market pullback.

JPMAM has converted a major muni bond fund to the ETF wrapper, as muni bond ETF JMUB arrives on the stage.

A weakening greenback is being compounded by global de-dollarization and lower interest rates, creating an environment for emerging markets (EM) ETFs to prosper. In turn, more investors are flocking into EM equities, but for more targeted exposure, South Korea could present an intriguing alternative.

For those new to the practice, it’s relatively straightforward. Nearly every investor and advisor has an investment that is on track for a loss this year. Not all investments hit, after all. Selling at a loss helps tamp down a portfolio’s overall gains for the record books, reducing the end-of-year tax bill, “harvesting” losses to offset gains.

As noted by TMX VettaFi Head of Research Todd Rosenbluth, fixed income ETFs are having a banner year amid record inflows. The Vanguard Total Bond Market ETF (BND) and Vanguard Total International Bond ETF (BNDX) were two of the top funds responsible for the $325 billion in net inflows (as of October 15).

The U.S. has become the world’s top producer of natural gas liquids (NGLs) thanks to abundant supplies. Rising worldwide demand for plastics and clean fuels has sent U.S. NGL exports soaring, establishing a compelling long-term growth story for midstream players.

Although specific themes come in and out of favor, thematic investing is here to stay, as investors seek diversified exposure to hot new trends and industry disruption.

Northern Trust Asset Management provided justification for the mounting interest in munis in the fixed income space.

They may have never encountered unidentified flying objects, but something savvy investors can identify with is outperformance. And the Procure Space ETF (UFO) has been doing just that this year: outperforming the S&P 500 with an over 60% gain.

As investor adoption of crypto, retail and institutional, continues to grow exponentially, discussions are typically centered around bitcoin and ethereum. The former is lauded for its store of value while the latter carries more functional utility when taking into account its role in the blockchain network.

While many investors entered 2025 heavily exposed to tech already, that hasn’t stopped markets from identifying other opportunities created by the need for AI computing power, like data centers.

For most investors, energy security probably tends to be an afterthought until an event drives a jump in prices at the pump, as seen with Russia’s invasion of Ukraine. However, energy security is about much more than geopolitics, especially as demand for electricity is poised for growth.

Active fixed income ETFs can provide the refresh many investors want as the year draws to an end in an uncertain rate market.

Pictet Asset Management just added three funds to a 2025 that’s seen a record number of actively managed ETF launches: the Pictet AI Enhanced International Equity ETF (PQNT), Pictet Cleaner Planet ETF (PCLN), and Pictet AI & Automation ETF (PBOT).

As the bond market expects more rate cuts to come after September’s drop of 25 basis points, investors may want to consider intermediate bonds as a way to maximize income.

One of the most interesting changes was Vietnam’s upgrade from frontier to emerging market. This will affect all FTSE indexes as of September 2026, likely with a phased implementation.

Many investors are likely familiar with the rapidly increasing demand for electricity, and the role nuclear power can play therein. Rcapacity is complicated in a country that has only added three large reactors since 1996. But recent news from the U.S. military may jump start nuclear power infrastructure supply chains.

The sector is also emerging as the most in-demand S&P 500 sector this quarter. XLV has attracted some $872 million in net new money by Oct. 13, according to our data. That places XLV among top 10 equity ETF asset gatherers this quarter.

Last week’s headlines around China tariffs and corresponding weakness in oil prices brought back memories of April and May when oil and energy stocks sold off sharply on the heels of tariff news. The weakness in energy infrastructure has been particularly acute.

The Vanguard Retirement Outlook broke down exactly how retirement-ready the American workforce is, on a generational basis.

September proved to be a powerful month for ETF flows, even as investors faced elevated long-end volatility, concerns about fiscal deficits, and a shifting macroeconomic backdrop. Rather than retreat from markets, investors leaned into opportunity, particularly in fixed income.

While energy policy in the US tends to be polarizing, nuclear energy enjoys broad support from both sides of the aisle. Republicans are drawn to nuclear’s energy security and reliability.

There's a base layer that underpins technological buildouts for disruptive technology — the need for natural resources.

This year several new funds have debuted, each designed to meet the changing needs of today’s diversified portfolios.

As the Fall gets into gear, more and more investors and advisors will be considering their end of year tax bills. While markets saw plenty of uncertainty and upheaval so far in 2025, many will be facing significant tax implications on their gains.

Often pitted against each other, gold and Bitcoin are both benefiting from the effects of the current “debasement trade.” In turn, this creates investment opportunities to capture upside in ETFs that offer exposure to cryptocurrencies.

Already off to a fine start due in part to the government shutdown headlines, bitcoin and BRRR could be in style this month and over the course of the fourth quarter with the help of favorable seasonality.

The fourth quarter is typically – seasonally – positive for U.S. equities. An ongoing government shutdown is not a strong backdrop for markets, but major indices remain close to record highs, waiting for new data for direction. It looks like a good time to be cautiously optimistic, or to get a little defensive, maybe add a little gold, and steer clear of highly valued stocks.

September was a powerful month for ETF flows, despite volatility, fiscal deficit concerns, and a shifting macroeconomic backdrop.

Many investors have moved to add significant foreign equities exposure this year, rewarding them with strong performances and returns.

The U.S. Federal Reserve instituted its first interest rate cut of the year, which could force investors to reassess their fixed income portfolios to plan for further monetary policy changes. Given this, it’s an opportune time to consider using more flexible active funds in order to mute any rate cut noise.

All of that data center activity requires huge new amounts of electricity, but with most renewables slowing down, nuclear energy stocks could be poised to benefit. That presents a notable opportunity in the nuclear energy ETF NUKZ.

In 2006, Andrew Fire and Craig Mello shared the Nobel Prize in Physiology or Medicine for their discovery of RNA interference (RNAi), which they published in 1998. Since then, the potential of a technology capable of silencing disease-causing genes has been a very attractive proposition.

In big news for the energy infrastructure space, Targa Resources Corp. (TRGP) has announced significant new investments in its Permian Basin operations. The announcement includes a new natural gas liquids (NGL) pipeline and incremental natural gas infrastructure.

Many investors have turned to MLPs over the years for their income, which makes the outlook for distributions a perennial focus for investors. With MLP yields currently elevated relative to long-term averages and a flattish near-term outlook for U.S. energy production, the distribution outlook is particularly topical.

Emerging markets investing has had an overall positive year in 2025. Entering the year, with many U.S. investors underweight foreign equities, some market watchers anticipated big opportunities abroad.

Electricity demand is on the rise globally thanks to electrification, adoption of electric vehicles, wider use of air conditioning, and the rise of AI-related data centers.

Within the emerging markets story in 2025 is a potentially even more intriguing subplot: the strong performance of Africa equities.

Vanguard announced the debut of a new low-cost, emerging markets (EM) exchange-traded fund (ETF) — the Vanguard Emerging Markets ex-China ETF (VEXC). EM assets have been garnering increased investor attention this year and could see additional interest with the prospect of more interest rate cuts to come.

With bond strategies offering a compelling use case for the moment, advisors may want to consider approaches to build out their portfolios.

Given the current market environment, should investors include China, the top economy in emerging markets (EM), or simply avoid it?

September’s rate cut may be exciting for many investors’ equities holdings, but those same investors may feel less excited about the income on offer from bonds going forward. Falling rates, of course, lead to falling yields in numerous debt securities and offerings.

There are many ways to navigate market uncertainty, and pursue both upside participation and some level of downside protection. Options-based approaches such as the Defined Outcome ETF category loom large here, fit for purpose.

At this point, it’s no longer just a crypto-friendly government propelling movement forward — it’s real regulations that have been created.

Venture Global (VG), which went public earlier this year, is a rapidly expanding, low-cost producer of U.S. liquefied natural gas (LNG). Its business centers around liquefaction, which is the process of cooling natural gas into LNG, making it possible to ship overseas.

In what represents a positive trend for investors engaged with ETFs such as the Invesco QQQ Trust (QQQ) and the Invesco NASDAQ 100 ETF (QQQM), the AI adoption conversation continues gaining importance and momentum.

JFLX charges a 45 basis point net fee for its investors. The strategy, per its prospectus, is empowered to invest across the debt spectrum. Its managers can shift its active strategy toward markets or sectors as market conditions change.

Even as rate cuts occupy center stage in the 24-hour financial news cycle, surprise inflation could strike anytime. In the current macro environment, inflation could stem from the constant wildcard of tariff policy.

The healthcare sector has certainly been fraught with a myriad of challenges this year, but weakness in the sector could have investors looking for value-oriented plays. That, in turn, could positively affect value-focused funds like the VictoryShares Free Cash Flow ETF (VFLO).

Private credit isn’t necessarily new to retail investors. In fact, closed-end funds (CEFs) and business development companies (BDCs) have been giving everyday investors access to private loans and middle-market financing for years (see my previous note here). What is changing now is the scale and accessibility.

The rapid growth of artificial intelligence (AI) is fueling a massive buildout of power-intensive data centers, creating a significant new source of domestic energy demand.

For years, midstream companies have generated significant free cash flow (FCF), which has differentiated them from the broader market. With balance sheets in good shape, excess cash has been used to reward shareholders with dividend growth and opportunistic equity repurchases

Cybersecurity continues to grab consistent media attention as hackers become increasingly emboldened. They’re also more ambitious in terms of targets, many of which are familiar companies behind goods and services consumed by Americans on a daily basis.

Many have said that midcap stocks are a “sweet spot” of market capitalization. They deliver both growth potential — typically associated with smaller companies — and profitability — usually seen in larger companies. To quote WisdomTree, in a recent research note, midcaps sit in the “sweet spot between innovation and maturity.”

There are growing pains associated with scaling a financial advisory business, but a way to alleviate these pains is practice management.

This article is part of a series exploring two complementary investment themes. The ROBO Global Artificial Intelligence Index (THNQ) captures the digital AI ecosystem, including AI-semiconductors, cloud infrastructure, cybersecurity, connectivity, and applications.

Figma, Circle, and CoreWeave are just a few names to remind investors that the initial public offering (IPO) market is alive and kicking despite the market challenges in 2025. This opens the door into a room with IPO-focused exchange-traded funds (ETFs) that can provide niche exposure to these up and comers.

A retrospective look at the data around some of this year’s ETF launches reveals some key trends in the industry.

The VettaFi Q3 Fixed Income Symposium came just less than 24 hours after the Federal Reserve instituted its first rate cut of the year. While this was widely expected by the capital markets, investors may not be well-positioned to maximize their fixed income exposure. It’s an ideal opportunity to take advantage of active management.

Cybersecurity continues to grab consistent media attention as hackers become increasingly emboldened. They’re also more ambitious in terms of targets, many of which are familiar companies behind goods and services consumed by Americans on a daily basis.

The Federal Reserve’s recent rate cut of 25 basis points didn’t come as a surprise to the majority of the capital markets.

Investors must know how to navigate the current fixed-income environment in which the Fed is easing monetary policy, and how best to maximize cash as opposed to letting it sit idly by on the sidelines.

Vanguard continues to bolster its active ETF lineup with a new, high yield fund — the Vanguard High-Yield Active ETF (VGHY). It’s the first high yield active ETF from Vanguard, bringing their current active ETF roster to nine funds.

Hearts, Minds & Wallets: The Thin Book That Closes Gigantic Deals, a profound new book from Jennifer Morgan, presents itself as a practical guide for professionals to communicate more effectively. As it says on the tin, it is a thin book that provides effective ideas and methodologies for closing deals. However, its true value transcends that because it is about so much more.

Advisors and investors aren’t the only ones looking to pick up exposure to bitcoin these days. Even the most old-school and traditional firms on the market are starting to consider building exposure to the cryptocurrency.

The Federal Reserve cut interest rates today by 25 basis points (bps), following months of speculation about inflation, politics, and economic data.

This symposium brings the brightest minds in the ETF and mutual fund industry together for panel discussions spanning nine critical fixed income topics.

Artificial intelligence is poised to revolutionize healthcare. Its headline-grabbing potential in drug discovery is still years from materializing. However, its impact is already tangible in diagnostics and treatment selection. Leading this immediate charge is Tempus AI, a company focused on structuring the complex data needed to make personalized patient care a reality.

The U.S. Federal Reserve today implemented an interest rate cut of 25 basis points. The question remains: Just how aggressive will they be the rest of the year and beyond? That may cause anxiety for fixed income investors who have long been accustomed to higher yields in an environment of persistent, sticky inflation.

With a few exceptions, the price of bitcoin has mostly stayed above the $100k marker throughout the summer. Better yet, the cryptocurrency’s price has continued to hit all-time highs as the summer has progressed.

What a year it’s been for gold investing! As we approach the end of the third quarter, gold prices are up nearly 40% year-to-date, triggering upward forecast revisions by big firms, and attracting investor dollars on its way up.

In a year that has seen foreign equities ETFs stand out so strongly, emerging markets may be somewhat underrated. Broad, global equities strategies — especially those that exclude U.S. firms — have done very well as investors have looked abroad to diversify.

For much of its nearly 17 years on the market, bitcoin has been viewed as a volatile asset. The largest cryptocurrency’s history is chock full of dramatic price swings in both directions and extended periods of turbulence.

Before you fully consider purchasing a new ETF, you need to understand what makes the fund different from what you own.

One of the standout developments in financial markets in August 2025 was the unprecedented surge in ETF inflows.

Private equities are a growing and increasingly significant part of the investing landscape.

DoubleLine CEO/CIO Jeffrey Gundlach, widely known in the capital markets as the "Bond King," spoke at a Total Return Webcast.

Market uncertainty continues to linger in the back of fixed income investors’ minds. But that can force much-needed recalibration of portfolios as tariffs and rate cuts loom. A compelling option to consider: corporate bonds.

Healthcare has been the worst-performing sector in the S&P 500 so far this year.

Bond investors may need to look elsewhere to supplant income lost from falling yields — they may want to try heading overseas. It's not just a weaker dollar that's been diverting attention to international bonds, but U.S. debt itself.

Advisors and investors find themselves inundated with decisions and choices when investing in the crypto economy. Between deciding what cryptocurrency to invest in (bitcoin, ether, tether, solana, etc.) and how to gain exposure (direct exposure, indirect exposure, via an ETF), fitting crypto into a portfolio can be a complicated affair.

With an interest rate cut looming this month, investors may be looking at their available options. For many, their passive bond funds have done well, but may not be well-positioned for one or potentially multiple cuts.

August brought with it a slowing in ETF launches from the summer spree, while inflows continued as investors increasingly bought into bonds.

Count stocks from China among this year’s international standouts. Widely observed gauges of equities in the world’s second-largest economy are outpacing both the S&P 500 and the MSCI Emerging Markets Index by comfortable margins since the start of this year.

Advisors have looked to international markets for much of this year for a crucial source of diversification amid U.S. uncertainty.

The AI adoption case is gaining momentum across an array of industries. A trend that largely started in the financial services and healthcare sectors is spreading rapidly to other realms.

With an eye on mitigating rate risk, short-term bond funds have been the apple of fixed income investors’ eyes the past few years.

Emerging market investing has long been dominated by China’s outsized role. The country once accounted for roughly 30%-40% of many EM indexes.

Investing in cryptocurrencies began as a grassroots movement of investors who believed in the importance of decentralization.

The Nasdaq-100 Index (NDX) is higher by 87.4% for the three years ending August 28. And the Magnificent Seven stocks are taking on larger percentages of other widely observed benchmarks.

Muni & corporate bonds trading activity has been reaching record levels through the first half of 2025 at the Intercontinental Exchange.

It’s hard to ignore the effect Fed Chair Jerome Powell’s comments made last Friday had on equities, particularly small-caps.

The recent passage of U.S. crypto regulatory policies follows on the heels of a convoluted path to bringing frameworks to digital assets.

Investors enjoying the pairing of domestic stocks and the momentum factor are likely familiar with some related ETFs. This includes the Invesco S&P 500 Momentum ETF (SPMO).

The prospect of lower rates could translate to falling yields, forcing investors to diversify their fixed income portfolios. One area that's been seeing renewed interest is mortgage-backed securities (MBS).

The largest company in the world, with a market capitalization of about $4.4 trillion, reports Q2 results today, after the market close.

Amid the push to reshore, the United States faces a clear challenge when it comes to labor. Even though manufacturing has been contracting (PMI below 50 for more than two years), the U.S. still has 380,000 unfilled manufacturing jobs.

While the majority of the capital markets are anticipating rate cuts, certain economic data continues to run counter to the forecast. That’s why in times of persistent inflation, getting commodities exposure can be beneficial.

Are there enough options among foreign equities ETFs? Plenty of funds exist, but some regions and markets may lack options.

To some, $1 billion of ETF net inflows is not what it used to be. The US ETF industry has gathered more than $700 billion of net inflows this year.

VettaFi Voices provided a trailer on the current state of the ETF landscape and what's to come for the rest of 2025.

2025 has seen international equities provide some significant upside following a spring swoon for U.S. stocks.

The regular college and professional football seasons are just around the corner. The smart money is betting on further upside with the Roundhill Sports Betting & iGaming ETF (BETZ).

Whether it’s the ongoing push by asset managers to expand reach into them, or the new regulatory muscle behind that effort (the recent executive order around private assets in 401(k)s is an example), there’s serious effort being put into broadening access to this category.

Join three VettaFi voices – Todd Rosenbluth, Cinthia Murphy, and Roxanna Islam, CFA, CAIA – for a deep dive into the ETF trends that have shaped and will shape 2025.

Ample volatility and shifting rate expectations have sent investors on an avid search for stability and diversification.

The allocation into fixed income isn’t just happening on a retail level. Increasingly, more allocation is happening with asset managers, including heightened interest in active management.

Three summers ago, single-stock leveraged and inverse ETFs hit the market when AXS investments rolled out the first such fund in July 2022.

Bitcoin enjoyed a long summer in the spotlight, as prices notched new records and regulatory policy proved favorable.

Lauded for their yield, credit quality, and of course, their federal tax-free income, municipal bond benefits are also extending into the containment of tariff contagion.

The top articles on Advisor Perspectives during the month of July featured some of the most popular longtime writers for the site, as well as a few newcomers.

For the second quarter of 2025, most energy infrastructure companies maintained their payouts, with MLPs largely providing sequential growth.

A checklist comprising above-average income, attractive valuations, and positive correlations to possible interest rate cuts may sound daunting

Active emerging markets ETFs can provide that international performance even if international equities broadly don’t spike as they did earlier this year.

Some market observers say that the biggest wave of corporate treasury adoption of cryptocurrency has come and gone. However, some studies point to a long runway for corporations to bring crypto into their portfolios.

Investors seeking a Goldilocks option to balance yield and rate risk may want to consider intermediate bonds.

The 24-hour news cycle reminds investors that tariffs still remain a factor. As such, for those looking to get commodities exposure as a portfolio diversifier will want to make sure they allocate strategically.

Income diversification is necessary considering that rate cuts could be ahead. One area that could help bridge the gap — private credit.

The summer months and October are known being tough on stocks, but seasonal trends don’t always repeat. Even when they do, it’s not necessarily a call for long-term investors to move away from equities. This year could be an example of a good time to remain invested during the summer doldrums.

The ETF landscape continues to grow and change, and this time, it’s Neuberger Berman adding to the space.

July U.S. ETFs saw gains in both flows and AUM as well as another elevated round of launches. In the tidal wave of funds coming to market, a few ETF strategies stand out for their innovation or for notable opportunities they provide.

A couple of caveats before exploring the potentially positive signals being thrown off by bitcoin miners. First, August is historically the worst month in terms of bitcoin performance. The largest digital currency has only notched three positive monthly showings in this month over its lifetime.

If investors are mining for opportunities, the Sprott Gold Miners ETF (SGDM) should be on their list. The ETF is up over 70% this year. That confirms the momentum for the yellow metal has yet to wane and the latent upside by miners could be in its early stages.

During a season when investor activity is typically in its summer doldrums, these two industry exchange-traded funds (ETFs) were hotter than July — the iShares U.S. Home Construction ETF (ITB) and the SPDR S&P Global Natural Resources ETF (GNR).

In the tidal wave of funds coming to market, a few ETF strategies stand out for their innovation or for notable opportunities they provide.

Foreign equities investing is hot this year, and it’s clear to see why. U.S. equities face myriad challenges calling for diversification abroad.

ETF providers have been quick to launch a bevy of new active funds at a quickened pace given the current trend. The same can be said for fixed income allocation.

Investing in healthcare has long been a cornerstone of defensive, long-term growth strategies. It is, after all, a massive and expanding segment of the global economy.

Like the “granny shot” in the game of basketball, the Fundstrat Granny Shots ETF (GRNY) is doing something seldom seen these days in the ETF world — it amassed over $2 billion in assets in less than nine months.

The ETF wrapper provides a number of benefits for investors, combining tax-efficiency with cost savings. In more complex asset classes such as international equities, investors potentially compound the benefits of ETFs with those of active management.

July 2025 proved to be a compelling month for ETF investors, marked by a return to risk-on sentiment in some areas of the market.

S&P 500 dividend growth remains sturdy. But more and more companies are leaning into share repurchase programs as avenues for returning capital to shareholders.

70+ firms have filed for approval to offer ETF & mutual fund share classes of the same actively managed portfolio, per Morningstar.

What's the outlook for private equity in the second half — and the retail investors potentially interested?

The tech sector has trounced the broader market in the second quarter. So, it’s not surprising some market participants are growing concerned about concentration risks. Those worries are valid.

Tariff news continue to dominate the 24-hour news cycle, and the latest deal struck with the U.S. and Japan should ease any potential investor anxiety over the robotics industry. Though tariff clouds were present, it never really dimmed the sunny outlook for the industry as a whole.

History confirms one thing — drawdowns do occur, instilling a level of market uncertainty of varying degrees.

Invesco is no stranger to the active ETF arena, and they continue to make strides in fixed income with the introduction of the Invesco Core Fixed Income ETF (GTOC) and the Invesco Intermediate Municipal ETF (INTM).

Bitcoin continues to draw investor attention and interest as prices climb higher and fundamentals strengthen. Matthew Kimmell, digital asset analyst at CoinShares, joined Roxanna Islam, CFA, CAIA, head of sector and industry research at VettaFi in the Alternatives Symposium hosted on the VettaFi platform.

Thanks to AI, cloud computing, and renewable energy reshaping the global economy, one under-the-radar sector surging to the forefront is utilities. Long considered a sleepier, more defensive, “old economy” play, utilities stocks and ETFs are quickly becoming the backbone of the digital and green revolution.

The need for strategies targeting AI opportunities across the value chain has become a necessity for investors.

Join us for the Alternatives symposium as we explore non-traditional approaches, investment strategies, and innovative financial models that provide alternatives to conventional financial systems and investment practices

On Tuesday, consumer products giant Procter & Gamble reported its latest quarterly results. Given the mixed signals on where inflation and tariffs stand for the long term, advisors and investors were eager to hear how the company is doing and what it’s doing to position for the long term.

Platinum has been relatively staid for much of the year before taking flight in June, rising 36% in Q2 and leaving other metals in the dust.

The past week was a significant moment for the crypto landscape, both in terms of legislation and market momentum.

Much has been made about the current state of affairs of the U.S. dollar. The greenback’s slump in 2025’s first six months is the currency’s worst first-half showing in 52 years. That’s more than enough to sound alarm bells in the global currency market.

Given short-term and long-term price implications, the growth trajectory for copper could be electrifying. The industrial metal’s usage in electricity is giving way to its ubiquity.

There’s a daily onslaught of AI headlines and often tantalizing intraday moves notched by some related stocks. Some investors are tempted to take short-term views of the artificial intelligence investment thesis.

The 2025 bitcoin bullishness has stirred much chatter about why the largest cryptocurrency is one of this year’s best-performing assets.

On Wednesday, Janus Henderson expanded its ETF lineup with the launch of the Janus Henderson Asset-Backed Securities ETF (JABS).

In the one-year period ended June 2025, the S&P 500 Momentum Index rose 30%, essentially double the gain of the S&P 500.

Versus other assets, gold and silver have been dominating year-to-date returns with the first half of 2025 in the books. With more market uncertainty ahead and as growth factors abound for alternative energy, the duo looks set for continued upside.

Passed by Congress and then signed into law by the president, the GENIUS Act builds legal and some regulatory frameworks around stablecoins.

In the equities landscape, few stocks are as tethered to bitcoin’s price action as are cryptocurrency miners. Just look at the CoinShares Valkyrie Bitcoin Miners ETF (WGMI C).

The record rally in equities churns on, with the latest batch of strong bank results helping fuel the market’s forward momentum.

Jérémy Le Bescont, editorial manager at CoinShares, recently sat down with Eric Balchunas, senior ETF analyst at Bloomberg to discuss the intersection of crypto and ETFs.

The AI revolution is here. And for financial advisors, it's important to know AI is impacting the career paths of clients and their children.

The Invesco QQQ ETF (QQQ) is one of the oldest and is the fifth-largest ETF. Pending shareholder approval, the $350 billion fund is about to get cheaper and modernize.

Last week's economic data presented a picture of consumer resilience emerging alongside the continued challenge of rising inflation.

As if semiconductors didn’t need more momentum, the passage of “One Big Beautiful Bill” could keep investors dipping into chips. In turn, traders may want to watch a few leveraged products from Direxion.

July didn’t need to reach the halfway point before bitcoin notched double-digit gains.

As inflation concerns continue to influence 2025 market dynamics, investors seek equity-based strategies to provide rising-price protection.

Low volatility exchange traded funds are a compelling solution for those looking to dampen risk while staying invested.

As artificial intelligence transforms industries, investors face a critical question: How can they strategically approach investments in AI ETFs? Rene Reyna, head of Thematic and Specialty Product Strategy for ETFs at Invesco, offers valuable insights into navigating this complex landscape.

With the One Big Beautiful Bill Act (OBBBA) signed into law on July 4, this note briefly discusses some of the implications for energy broadly and the energy infrastructure space.

On Wednesday, Vanguard expanded its fixed income ETF selection with the launch of three new funds.

Now that we're more than halfway through 2025, let's take a look at the top 10 most-read charts so far for the year.

Last week, the iShares Flexible Income Active ETF (BINC) reached a significant milestone and became the latest member of the $10 billion of the active fixed income club.

Advisor Perspectives had a strong mix of pieces in the top 10 articles for views on its leaderboard for the month of June.

Three ETF strategies that launched in June stand out, bringing something interesting to the table for investors.

Considering the spate of sizable inflows into spot bitcoin ETFs and the recent ebullience surrounding equities, some investors are vexed by recent lethargy displayed by the largest cryptocurrency.

A new era of regulation is bound to bring high hopes for the crypto bulls. House Republicans are now gearing up for “Crypto Week” – during which the committee has agreed to prioritize digital asset legislation and review several crypto-related bills.

At the recent 2025 Morningstar Investment Conference, CEO Kunal Kapoor highlighted a growing trend that is reshaping the investment landscape.

Looking at the first half of 2025 reveals a nuanced landscape for private equity (PE) and principal investors.

The artificial intelligence investment landscape reached a critical inflection point in Q2 2025, with the ROBO Global Artificial Intelligence Index (THNQ) delivering exceptional returns of 24.4%.

Elevated interest rates and market uncertainty make for an interesting tandem regarding getting core bond exposure. When considering yield, reinforcing a portfolio to absorb market shocks, or both, consider this active option from Vanguard: the Vanguard Core-Plus Bond ETF (VPLS).

Tariff volatility rocked markets for much of the second quarter, creating pressure on U.S. bonds and equities. In the challenging environment, rife with uncertainty and investor concern, a handful of funds generated significant performance.

Below, we recount highlights from constituents of the ROBO Global Robotics and Automation Index (ROBO) and the ROBO Global Artificial Intelligence Index (THNQ).

Semiconductor equities and related ETFs notched impressive performances in the first half of the year. They were buoyed by ongoing enthusiasm for the AI trade and post-Liberation Day resurgence by the Magnificent Seven.

Last week, the U.S. labor market took center stage, delivering conflicting signals. The S&P 500 reached many record highs during the shortened trading week.

The first half of 2025 may not have been kind to private equity, but new data suggests that things could turn around soon.

With the first half of 2025 in the books, it’s been a very interesting six months — emphasis on “V” because the S&P 500 saw a nice V-shaped formation following the April sell-off. As markets always reveal, interesting times call for interesting ETF trends to follow.

Goldman Sachs entered the ETF market nearly 10 years ago, yet two of its most popular products in 2025 are relatively new, both with less than a two-year track record.

With the market roughly at the midpoint for 2025, investors and advisors are still assessing how changing macroeconomic conditions could affect their fixed income portfolio.

Thematic investing has experienced cycles of popularity over time. In less cautious market environments, investors often turn their attention to ambitious ideas — such as disruptive technologies or other transformative future trends — looking beyond traditional equity ETFs.

Market uncertainty needs a tailor-made approach to fixed income for advisors to construct the ideal portfolio for their clients. There’s an easier solution that encompasses an active management approach, various income sources, and low cost. It’s the Vanguard Multi-Sector Income Bond ETF (VGMS).

Thematic ETFs are making a comeback, and one theme in particular dominates conversation. Artificial Intelligence remains top of mind for investors. TMX VettaFi’s Zeno Mercer and Todd Rosenbluth discussed the disruptive technology.

Join us for our Midyear Market Outlook Symposium, where we’ll talk through recent market action and explore opportunities in asset classes, styles, factors, and themes going forward.

TMX VettaFi has gathered industry experts and thought leaders for the Midyear Market Outlook Symposium happening June 26 at 11 a.m. ET.

During our June 5th ROBO Global Webcast, we covered three key themes driving the robotics and AI investment landscape.

Like all appetites, the consumer typically reaches some point of appeasement. That could be the case for central bank gold purchases, which have started to show signs of receding. But market experts do not see it faltering anytime soon.

Last week's economic data painted a picture of broad cooling across several sectors, with consumers pulling back significantly on spending.

Mid-2025 is approaching, and exchange traded fund demand continues its robust growth. Last year was a landmark year for the ETF industry, with industry net inflows for the first time surpassing $1 trillion and one ETF exceeding $100 billion in net inflows.

On Monday, Tortoise Capital expanded its fund library with the launch of the Tortoise Energy Fund (TNGY). Formerly a mutual fund, the Tortoise Energy Fund is now an ETF available on the New York Stock Exchange.

CoinShares collated data from the first-quarter SEC 13-F filings to reveal bitcoin ETF trends. While institutional investors decreased their holdings for the first time since spot bitcoin ETFs launched, advisors actually increased their exposure quarter-over-quarter.

The fund shines through as a prime option worthy of consideration among the vast alternatives present in the muni market. With their rare combination of credit quality and yield, munis are offering fixed income investors prime benefits in a still-uncertain bond environment.

A growing body of evidence suggests the differences between private and public equity may be more a matter of perception than reality.

Last week’s economic signals showed cautious optimism and renewed concern. Inflation saw a slight uptick in May.

Rampant uncertainty and ongoing market volatility in 2025 have done little to dampen the ETF industry, with innovative launches ongoing.

Fears of an impending recession may be fading, but economists are still expecting tepid GDP growth for the year.

Global markets may be more rattled than ever, but advisors can count on closed-end funds to offer yield, portfolio diversity, and more.

With tariff news providing constant equity market fluctuations, the case for bonds becomes more compelling. The added uncertainty also punctuates the need for an active management strategy, which one particular Vanguard ETF offers.

Today, Vanguard released its newest bond fund, the Vanguard Multi-Sector Income Bond ETF (VGMS).

Integrating volatile and illiquid assets into the ETF structure is something to be avoided, Doubleline CEO and CIO Gundlach said.

Advisors looking to add or enhance existing gold exposures in their portfolio have a range of strategies to consider within the ETF vehicle.

Robotics was one of the earliest examples of a disruptive technology. It enjoyed some time in the investment community limelight. But it was rapidly usurped by other innovative technologies, including AI.

Markets may be fretting over Federal Reserve policy and economic soft landings, but a handful of momentum ETFs have quietly been stealing the show. Across the array of factor funds, momentum has performed best this year.

Increasing investor preference for actively managed strategies continues in this year’s tumultuous environment. With active ETFs taking increasing market share, advisors and investors have ever-expanding choices when looking to augment existing passive exposures.

The ETF market saw a noticeable slowdown of new products launched in May; however, innovation continued to be a driving force.

For four decades, the USA has relied on debt-financed consumption and a service-heavy economy to mask an unsustainable model.

Given the large pool of options available to fixed income investors in the bond market, the ideal option given the current economic uncertainty is still Treasuries. With that, Vanguard has three options worthy of consideration for any portfolio.

Early signs of diminishing economic activity and inflation could be a harbinger for bond prices to rise. If so, consider taking advantage of a potential bond rally with a pair of ETFs from Vanguard.

Value stocks and related ETFs have been decent performers of late. They’ve been generating buzz for a group of equities that long trailed growth stocks. Enthusiasm for value could earnestly be reborn. If so, investors should take that as a reminder to be judicious regarding evaluating value ETFs.

Closed-end funds can offer stable income streams, but also have some benefits over ETFs when it comes to fund structure.

Treasuries have been the default go-to safe haven bonds during times of heavy market volatility. But with Moody’s recent downgrade, an opportunity for mortgage-backed securities (MBS) exists.

Mortgage rates last week climbed to their highest levels since the beginning of the year on elevated economic risks. With markets still hopeful of at least one interest rate cut in the second half, the real estate sector stands poised to bounce back in a lower rate environment.

Treasury floating rate notes and ETFs like the WisdomTree Floating Rate Treasury Fund (USFR) are often seen as beneficial tools to fixed income investors when yields on U.S. government debt are rising.

With the private equity market plagued by uncertainty and volatility, it's more important ever to locate compelling long-term opportunities.

Every year, a large number of ETFs launch in December, aiming to get the benefit of a fresh calendar year of performance.

Many investors have underweighted high yield bond ETF strategies in recent years, satisfied with the opportunities found in other segments of the fixed income market.

There could be a silver lining in the volatile clouds hovering above the bond markets. Investors may want to give municipal bonds a closer look given their sound fundamentals.

Index ETFs have evolved beyond merely providing passive exposure to the market, with a new generation of factor ETFs utilizing complex rules-based methodologies to beat benchmarks.

A monumental week of announcements from Google, Microsoft, and Anthropic signals a strategic shift from standalone AI models to integrated “AI agents” that can act on a user’s behalf.

Mounting concerns regarding growing U.S. government deficits and a volatile tariff policy create a challenging backdrop for U.S. bonds.

Actively managed ETFs pulled in approximately 40% of the industry flows through the first four months of 2025. These ETFs tap into professional expertise, which has been helpful in the volatile market environment. The latest model allocation changes made by BlackRock’s team will help more ETF-minded advisors have greater access to active strategies.

From an energy perspective, while the trade dispute with China initially impacted oil prices and raised concerns about oil demand (mirrored across tariff discussions), the direct effect on midstream has been limited.

Given the headwinds Target has faced this year, many advisors were not expecting to hear good news at the retailer’s latest earnings call.

For many of us, ETFs have been synonymous with passive management.

The market narrative appears to change on a dime these days. Stocks may have staged a comeback to recoup almost all their post-“Liberation Day” losses. But the bottom line on the fixed income market hasn’t changed all that much.

One of the biggest stories in the ETF market in 2025 has been the nonstop impressive asset-gathering pace of the Vanguard S&P 500 ETF (VOO).

Tariffs, inflation, geopolitical tensions, and other factors continue to feed into market uncertainty for even safe haven assets like Treasuries. As such, investors could be giving riskier emerging market (EM) bonds a second look.

This year’s turbulent market environment underscores the value proposition of actively managed strategies. Active ETFs may offer diversification benefits, a responsiveness to changing market environments, and a depth of fundamental research above and beyond that of their passive peers.

Innovative ETFs are making waves as investors look for fresh ways to navigate a market marked by rapid growth and ongoing volatility.

With the latest Target earnings report coming in weaker than expected, advisors might want to reassess how they gain exposure to the company.

In an investment landscape dominated by market-cap-weighted benchmarks, the Barron’s 400 ETF (BFOR) offers a different path through GARP.

Bitcoin was launched in 2008. It was the following year when it was initially used as an actual currency.