Ride the momentum wave. Discover how tech-fueled factors propelled momentum and high-beta ETFs to historic, benchmark-crushing gains.
Bond ETFs secured a record $64 billion in monthly inflows, driving total fixed-income ETF assets above $2.5 trillion.
When it comes to systematic investing, numbers tell only part of the story. Traditional quantitative models rely on prices, earnings, and balance sheet data, but words matter too.
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.
When someone told me recently that her favorite use of AI is for financial advice, I was horrified. I am a retirement economist, and my first reaction was self pity: Now I know how doctors feel when people use AI for medical questions.
Elon Musk can still enchant investors with his vision of the future. Any questions about SpaceX’s record-breaking initial public offering — be it about the valuation, the company’s trajectory or technical execution — were brushed aside as the retail marketing for the deal got under way.
The stock market keeps setting records. Bitcoin has minted millionaires. Gold has peaked at new levels. Yet one of the most popular trades is to sit in cash or, more precisely, money-market funds.
Soaring US power bills are threatening to claim their biggest victim yet — the nation’s largest electric grid operator.
Get ready for an absolute blockbuster of a summer, and then some. While mega-cap tech stocks have been busy hogging the headlines on the corporate event calendar, a quiet transformation has been taking place just off the exchange floors. The IPO market, which spent the better part of the last few years stuck in a defensive crouch, has officially smashed the accelerator to start 2026.
It’s May 2026 and once again civilization and financial markets have made it 5-ish months into a new year without self-combusting like a Spinal Tap drummer. It is important to note that dozens of people and stocks spontaneously combust every year, but despite the increasing universality of AI, it’s “just not really widely reported.”
As a symbol of economic vibrancy and opportunity, it’s hard to beat the public market. Its storied venues, where everything from butter to trillion-dollar tech companies are bought and sold, are a foundation of the modern world.
For weeks now, media reports have been suggesting that Washington and Tehran are moving closer to a memorandum of understanding (MOU). In practical terms, that would extend the current ceasefire by roughly 60 days and create a window to negotiate a more durable peace agreement.
The U.S. economy appears resilient, judging from key economic measures. AI-driven capex continues to power investment, support equity markets, and sustain a wealth effect that has propped up consumption. Real GDP growth remains positive. Private sector balance sheets are in generally good condition and many higher income and wealthy households have benefited from equity markets gains.
Climate change has become a defining force in geopolitics. As governments respond to record heat waves, floods, wildfires and droughts, their policies and economic posturing are reshaping manufacturing, trade and energy security across the capital markets.
The rise in U.S. Treasury (UST) yields, specifically the ten-year note, since late February has captured the attention of global investors in a very visible fashion. Just a couple of weeks ago, headlines were blaring that the UST 10-year yield had reached its highest level since the beginning of 2025, leaving market participants to wonder: What comes next?
We are expecting inflation in energy prices and a decline in interest rates when the poop hits the AI mania fan. For these reasons, we are overweight in oil stocks and home builders. These industries prospered in the 1970s, once the stock market mania broke in late 1972!
While insurance coverage has broadly kept pace with rising catastrophe exposure, the protection gap — in absolute terms — has gone up as the value of exposed assets has grown, the Swiss Re Institute said on Wednesday.
The top-performing non-leveraged ETFs of 2026 span a distinct blend of digital assets and localized international equity plays.
Join the experts at J.P.Morgan and VettaFi for a, 30-minute discussion on Thursday, June 4, at 2 p.m. ET as they explore the use case for MLP ETNs and an overview of the Alerian MLP Index ETNs (AMJB).
The closed-end fund landscape may be seeing a big change as regulations may be shifting at the SEC, per recent announcements.
Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation?
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.
A seemingly endless appetite for buying US stock dips has propelled Vanguard Group’s S&P 500-tracking ETF past $1 trillion in assets, making it the first fund of its kind to reach a milestone once thought unimaginable for the ETF industry.
JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon plans to discuss the upcoming SpaceX initial public offering with thousands of the bank’s high-net-worth clients, part of an unprecedented nationwide push in coordination with the rocket maker’s leaders.
Cliffwater LLC’s flagship private credit fund capped redemptions at 5% in the second quarter after investors looked to pull about 17% of shares, in a sign of enduring pressure on the $1.8 trillion market.
The IPO market may be entering one of its largest cycles in years, but the next wave may be defined less by breadth than by scale. Instead of hundreds of companies listing, a smaller group of AI and strategic infrastructure leaders could reset the market on their own.
Foreign investors led by the likes of Stanley Druckenmiller and major Wall Street banks are returning to Argentine stocks this year after some had exited ahead of 2025’s volatile midterm election cycle.
Despite rising global yields and renewed inflation concerns, equities moved higher in May on the back of a strong US earnings season and continued momentum in AI-related stocks. The tech-heavy Nasdaq Composite gained 8.4% for the month, while the S&P 500 rose 5.3% and the Dow Jones Industrial Average was up 2.9%.
Emerging markets offer important exposure to economic growth through rapid industrialization, natural resource endowments, and strong demographic dynamics.
Wealth today is more complex than ever. Investments, taxes, estate planning, insurance, and even family dynamics are deeply interconnected, and decisions in one area can have meaningful consequences in another.
Stocks extended their advance for a ninth consecutive week, with the S&P 500 rising more than 5 percent in May on the heels of April’s 10 percent rally. This nine-week run coincides with the market’s March 30 bottom, when early signs of a potential off-ramp or ceasefire in the Middle East began to emerge.
Even if the Middle East war does find a lasting settlement, the specter of inflation appears poised to hang over the markets. Indeed, while employment data had, up until recently, been the primary focus for investors, arguably, inflation reports have now moved into the ‘leaderboard’ position.
Learn what's in store for the remainder of 2026 and the challenges that lie ahead in our mid-year outlook for U.S. stocks and the economy.
A strong business isn’t always a winning stock at every moment, and 2025 was a good reminder of that. Developed market equities finished the year up more than 20%, but quality stocks lagged. That’s why Parametric favors a multifactor approach to capture factor risk premia.
Get ready for a magnificent month, and then some. Mega-cap tech stocks dominate the corporate event calendar in June, already highlighted by NVIDIA (NVDA) CEO Jensen Huang’s keynote address at Computex 2026 in Taiwan earlier this week, one of many major conferences.
Last week, several Fed members signaled the central bank may have to raise interest rates to cool price inflation.
Wellington Management Co. agreed to buy the asset-management division of Hartford Insurance Group Inc. as the Boston-based investment firm pushes ahead with a wealth expansion.
Join the Dallas-based experts from the Texas Stock Exchange, Texas Capital, and VettaFi as they discuss the business landscape in Texas and related investment opportunities.
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 top ETF launches of the past decade were the focus on this week’s ETF Prime. Host Nate Geraci and Cynthia Murphy, director of research at VettaFi, counted down the 10 most successful debuts by current assets. Murphy noted that the S&P 500’s roughly 13% annualized gain over that span helped shape many of the performance stories on the list.
It’s so hard in our industry to “benchmark” things like comp, benefits and work-from-home philosophies, because if you show me 15 teams or firms, I’ll show you 15 different ways to answer these questions. I know the WFH question is a big one, and many teams are struggling with it.
More and more Americans are feeling financially behind in 2026. More than eight in 10 have reported having at least one financial regret from 2025, according to a recent survey from Omni Calculator. 28% said making rushed decisions without enough planning were the leading cause of financial mistakes.
As billions of dollars leave Bitcoin and Ether funds, money is flowing into a corner of crypto that promises something investors have long struggled to find in digital assets: a clearer path from economic activity to token value.
When clients sense that nothing is expected of their answer, they relax. They pause. They speak more slowly. They wander a little as they search for words, and in that wandering, something real often appears. This is where conversations change.
A private credit fund jointly managed by Future Standard and KKR & Co. sold $900 million of junk bonds on Monday, according to people familiar with the matter, in a rare high-yield offering by a publicly traded credit fund.
Blackstone Inc. has entered an agreement to provide Nippon Life Insurance Co. with investment services, adding to an increasing number of tie-ups between private investment firms and Japanese insurers.
Google parent Alphabet Inc. is poised to enter the municipal-bond market’s prepaid energy space by participating in a $1 billion transaction out of California, a major development in the evolution of a booming segment.
