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.
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.
