The U.S. economy began 2026 with a display of unexpected resilience in the labor market and cooling inflation.
Small caps are back in the spotlight! In this episode of ETF of the Week, Chuck Jaffe sits down with Todd Rosenbluth, Head of Research at VettaFi, to revisit a "new-fangled" fund that has quickly gained traction: the NEOS Russell 2000 High Income ETF (IWMI).
The silver market is projected to run its sixth straight structural supply deficit in 2026 as investment demand remains high.
Gavekal CEO Louis Gave is one of my favorite people to speak with on anything related to portfolio construction and the non-US perspective, and I knew our latest conversation about emerging markets (EM) would be anything but conventional.
There is perhaps no market force more fearsome than a true short squeeze. In our increasingly digitized financial world, a perilous gap often emerges between “paper” positions and physical reality.
Despite having little expertise when it comes to the subject of happiness, I’m fascinated by the subject of money and happiness. In this article, I discuss my own failed experience, review research on money and happiness, and offer my hypothesis on investing and happiness.
To make alternative investments appear attractive, promoters often claim that their products are only weakly correlated — or even uncorrelated — with traditional investments, while still offering competitive returns.
At their most recent meeting, the Federal Reserve and Chair Powell told us that the risks of weakening labor and higher inflation had declined. It painted a nice picture of a soft landing, but wasn’t a recipe for immediate rate cuts.
As Bitcoin struggles to climb out of its current funk, several indicators suggest any breach of the $60,000 level would unleash a fresh bout of extreme turbulence.
U.S. equity markets delivered mixed performance this week, underscoring elevated dispersion in returns and ongoing shifts in market leadership. The S&P 500 (-0.1%) was roughly flat, while the NASDAQ (-1.8%) underperformed and the Dow Jones Industrial Average (2.5%) and Russell 2000 (2.2%) both posted solid gains.
Artificial intelligence has made a lot of noise in the stock market lately, with bots from Alphabet Inc. and startups Anthropic and Altruist disrupting businesses from software to financial services.
Artificial intelligence doesn’t only threaten to put herds of software businesses out to pasture. Anthropic PBC’s schooling of its Claude models in financial modelling has also sent a cold shiver down the spines of bankers and analysts.
Kevin Warsh’s nomination for Fed Chairman initially reassured bond markets by offering a known, crisis-tested Fed veteran with a reputation as an inflation hawk, reducing uncertainty at a critical juncture for monetary policy.
In recent months, the cost of living has consistently polled as the top issue for American voters, with housing affordability standing out as one of the biggest pressure points.
SEC White Paper: Do fund mergers lower fees? Explore how economies of scale impact expense ratios and performance for ETFs and mutual funds.
Despite headwinds, ESG ETFs saw a 6.62% growth in AUM in 2025, according to State Street Investment Management.
It’s hard not to marvel at how America’s capital markets have rallied to finance the artificial intelligence boom. If all goes as expected, “hyperscalers” such as Meta Platforms Inc. will invest more than $3 trillion through 2030 in data and power infrastructure.
Silver’s conductivity makes it essential to photovoltaic modules, where thin printed contacts boost electrical output. About 196 million ounces was used by solar manufacturers last year. That’s equivalent to every gram used in jewelry, and represents about 17% of the global market.
Gold’s stomach churning volatility – up some 30% in less than a month since the start of the year, only to subsequently lose 20% in a matter of days – has, unsurprisingly, left some investors doubting its role as a hedging asset.
Janus Henderson affiliates Privacore Capital and Victory Park Capital are launching their first interval fund focused on private asset-backed credit, the Privacore VPC Asset Backed Credit Fund (AltsABF).
The recent decline in cryptocurrency prices has unsettled parts of the market. I talked with Christopher Jensen, Director of Digital Asset Research and a Portfolio Manager in the Digal Asset Investment Strategies group for his views which I share below.
Whether these diversified firms can maintain their positions indefinitely is an open question, but market history suggests the competition always catches up.
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
The surge in active ETF launches aligns with broader market trends. For example, active ETF strategies accounted for roughly 60% of new ETF launches in the early months of 2025, underscoring the category’s growing momentum and advisor interest.
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?
Market pros increasingly think the punishment of software stocks over the past few weeks went too far, creating new bargains in shares that were beaten down in an indiscriminate selloff.
LPL Research highlights five reasons emerging markets look attractive in 2026, from dollar weakness to accelerating earnings, and AI-driven growth.
Unfortunately, most people still don’t start thinking about their retirement until they are in their forties. Better late than never, but I believe there is a massive missed opportunity here.
If our ancestors survived two million years of predators, famines, and ice ages, we can survive a bear market. We just can’t let the fear talk us into something stupid while it's happening.
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.
Alphabet Inc. has this week embarked on the next leg of its debt program to meet the voracious funding needs of its artificial intelligence program. Nothing quite signifies global domination like issuing bonds with ease across all of the world’s major bond markets and at a range of maturities, including the ultra-long arena that’s typically reserved for the most favored of borrowers.
For months, investors have been growing increasingly anxious about how artificial intelligence will potentially transform the economy. Last week, those concerns suddenly spilled over into the stock market.
Markets may appear orderly heading into 2026 — but beneath the surface, risk and opportunity are becoming increasingly uneven.
Just eight years ago we were celebrating 25,000, which means equities have doubled in less than a decade. By the Rule of 72, that’s roughly a 9% annual return including dividends—nominal, yes, but still a powerful reminder that equities continue to reward patience even through extraordinary volatility, policy shocks, and repeated predictions of recession.
2025 turned out to be a year for the ages for agency mortgage-backed securities (MBS), as the Bloomberg U.S. MBS Index registered its best calendar year of returns since 2002. The benchmark index’s 8.58% total return outperformed every major fixed income sector other than high yield (+8.62%) in 2025.
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.
This past week, I had the privilege of attending the 2026 Harvard Presidents’ Seminar alongside some of the nation’s top executives and thought leaders. One of the most compelling speakers was Ambassador Kevin Rudd, former prime minister of Australia.
Dollar positives include relatively high U.S. interest rates and robust growth. But dollar negatives are building. The political will for a stronger dollar isn't there and valuations aren't helping.
Interval funds can be a powerful addition to the advisor toolkit. They can broaden access to institutional-style strategies and help build more diversified portfolios for clients who would otherwise be shut out of private markets.
After several years dominated by macro shocks, markets are transitioning into a phase where dispersion, selectivity, and disciplined portfolio construction matter more than broad directional bets.
Is your portfolio too focused on U.S. large-cap stocks? In this episode of ETF of the Week, Chuck Jaffe and Todd Rosenbluth (Head of Research at VettaFi) dive deep into the Vanguard Emerging Markets Stock Index Fund (VWO).
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.
For nearly two years, markets were driven by the same speculative narrative that “this time is different.” Speculative narratives are not only seductive but also contribute to investment behaviors that obscure reality. Speculation disguised as investing is a losing proposition.
The U.S. labor market showed further signs of cooling last week as private sector hiring slowed and job openings reached their lowest levels in over five years.
Barely a month into 2026, markets have already weathered multiple bouts of rolling, event‑driven volatility. Geopolitical surprises and policy pivots have triggered sharp price moves from the U.S. to Japan to Europe, from sovereign bonds to currencies to mortgages.
The cryptocurrency market has expanded rapidly, with new technologies and networks gaining traction each year. As the broader crypto market continues to evolve, the leaders of today aren't guaranteed to be the leaders of tomorrow.
Vanguard CIO Lauren Wilkinson shares a strategic roadmap for RIAs curious about AI integration for their practice.
ETF industry and State Street Investment Management leader Matt Bartolini joined VettaFi's Todd Rosenbluth to talk diversification.
On an evening in late September, a few dozen wealth managers gathered at a $63 million French château-style mansion owned by Paris Hilton and venture capitalist Carter Reum in the exclusive Los Angeles enclave of Beverly Park.
