Markets are always changing — and sometimes the rules of finance do, too. I believe markets are efficient, which means my investment portfolio is pretty much all index funds. My enthusiasm for indexing is based on evidence from the Before Times, when the question of a corporation’s index-worthiness was straightforward.
Innovative ETFs
Uncapped Nasdaq 100 (NDX) upside potential with a targeted limit on losses
Join the team at Measured Risk Portfolios for a product due diligence session covering this innovative active, options-based strategy.
Uncapped Nasdaq 100 (NDX) upside potential with a targeted limit on losses
Join the team at Measured Risk Portfolios for a product due diligence session covering this innovative active, options-based strategy.
Uncapped Nasdaq 100 (NDX) upside potential with a targeted limit on losses
Join the team at Measured Risk Portfolios for a product due diligence session covering this innovative active, options-based strategy.
Few Active Fixed Income ETFs Beat the Benchmark. These Do.
Morningstar data shows most active strategies lag passive indexes, but selective active fixed income ETFs can generate alpha.
The Evolution of Dividend Growth Investing in the ETF Era
The continued growth of active ETFs reflects a broader shift in portfolio construction across the advisory industry. Advisors increasingly seek investment vehicles that combine flexibility, transparency, scalability, and tax-aware implementation. Dividend growth strategies may align particularly well with the ETF structure because both emphasize long-term investor outcomes and efficient portfolio implementation.
Keep It Short & Sweet With MINT
The Federal Reserve’s plans for interest rates in the second half of 2026 appear very much up in the air. That said, advisors and fixed income investors may want to renew their focus on short duration bonds and related ETFs.
Apple’s $600 Billion Rally Fueled by Traders Fleeing AI Selloff
Investors are flocking back to Apple Inc. as nervousness about artificial intelligence spending weighs on the stocks of chipmakers and cloud-computing giants.
AI Is Breaking the Memory Chip Business Model
Investors who piled into SK Hynix’s $28 billion blockbuster Nasdaq debut on Friday should be aware: The business model on which the world’s leading memory chip makers are thriving is set to shift to one that requires a bit more strategic and financial gambling.
2026 Mid-Year Outlook: A Soft Landing Meets a Broader Market
Markets enter the second half of 2026 facing a familiar wall of worry—geopolitical conflict, oil prices, inflation, Federal Reserve policy, and questions around the durability of an AI-led equity rally. Yet the economic backdrop still looks resilient: growth remains solid, inflation has moderated, unemployment is reasonable, and market leadership appears to be broadening.
Quantum Computing Goes Mainstream: What 2 Executive Orders Mean for Investors
For investors who have been tracking this space, the signing is a continuation of a policy architecture that has been assembling with surprising speed.
A Closer Look at Full-time and Part-time Employment: June 2026
June's employment report showed that 17.6% of total employed workers were part time and 82.4% of total employed workers were full-time.
Small Caps Deliver Big Gains
The small-cap stock rally we highlighted back in April has continued over the past few months, driven by factors such as robust U.S. economic growth disproportionately benefiting smaller, domestically focused businesses and the AI capital spending boom spreading to smaller tech and energy companies.
How to Invest Smarter in the Race for Electrification
As economies become increasingly electrified and power demand grows, the transmission, storage and infrastructure needed to support reliable electricity delivery are evolving. In our view, these trends are creating attractive opportunities across the technologies and infrastructure that underpin the energy transition.
The S&P 500, Dow, and Nasdaq: Real Returns Since 2000 Peak (June 2026)
Here is a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since their 2000 highs. We've updated this through the June 2026 close.
The Mid-Year Renewable Energy Market Update: War, AI and the Ongoing Energy Transition
Join the experts at SS&C ALPS Advisors and CIBC Private Wealth for a product due diligence session covering the ALPS Clean Energy ETF (ACES).
Independent Advisors Are Usually the Last to Know About a Breach
I have spent the better part of my career watching how organizations manage access to sensitive data — who has it, who should have it, and how long it takes anyone to notice when those two things stop matching. In financial services, that gap tends to be measured in months.
World Cup 2026 Sees Physical AI in Action
During the June 30, 2026, World Cup round of 32 match between France and Sweden at the 82,500-capacity MetLife Stadium, the logistical scale of a global mega-event was on full display. Moving 80,663 fans safely through a sprawling transit corridor and securing a massive open-air venue demands complex engineering. Underpinning the operation is a capital-intensive ecosystem of physical AI, advanced sensors, and automation software.
US Small-Caps Stay on Top in the Second Quarter
Royce Investment Partners: In this second quarter recap, Francis Gannon discusses how US small-and micro-cap stocks have continued to lead the US equity market in a robust period for equities.
2Q26 Strongest Quarter for Stocks Since Pandemic Rebound
The shortened trading week brought the second quarter of 2026 to a positive close. Stocks ended slightly lower for month, but closed the quarter on a nice uptick. The US and Iran resumed peace talks, helping stocks push higher.
2026 Q2 Market Recap (Mid-year Review) & Q3 Outlook
Stocks staged a powerful recovery in Q2. The S&P 500 gained 15% and closed near record highs as oil round-tripped back to pre-conflict levels, AI enthusiasm returned, and the rally broadened well beyond the handful of names that led the market for three years.
Bitcoin Weakens as Trump’s Remarks Raise Fresh Iran War Concerns
Bitcoin tumbled as renewed geopolitical tensions rattled digital asset markets, eclipsing what had been a muted reaction to Strategy Inc.’s latest sale of the token earlier in the week.
Nvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom Levels
After losing roughly $1 trillion in market value in less than two months, Nvidia Corp.’s stock is the cheapest it’s been since before the AI boom kicked off and sent the shares into the stratosphere.
Mag 7 Loses Market Swagger as AI Trade Spreads Beyond Behemoths
For years, the Magnificent Seven tech giants commanded investors’ attention, dominating the S&P 500 Index and determining which way the overall stock market was headed. Those days are over.
SpaceX Joins Nasdaq 100 as Wall Street Makes Bullish Calls
SpaceX joins the Nasdaq 100 Index Tuesday as Wall Street brokerages launch coverage of Elon Musk’s rocket, satellite and artificial intelligence company with a clear consensus: buy the stock.
Tech Volatility Hits Highest Since Dot-Com Bust Next to S&P 500
The higher the rally in technology high-flyers, the louder the anxiety around a new wave of turbulence in the group.
Top ETFDB Stories for June Touch on SpaceX IPO, Current Income, & More
ETF Database saw a massive surge in readers this past June. The most popular pieces focused on everything from breaking SpaceX IPO news to the technical mechanics behind top-performing ETFs.
250 Years In, and the Case for America Has Never Been Stronger
Close to 40 years ago, I moved from Canada to the U.S. after acquiring a controlling interest in U.S. Global Investors. I’ve built my entire life and career here, and in all that time, I’ve never stopped marveling at my adopted country.
S&P Global Services PMI: Growth Reaches 4-Month High
The June U.S. Services Purchasing Managers' Index (PMI) from S&P Global rose 0.5 points to 51.2, indicating a modest rise in service sector activity. The latest reading was just below the forecast of 51.3 and marked the strongest expansion in four months.
Building Resilient Portfolios: ETF Approaches to Potential Rate Hikes
While the Federal Reserve left interest rates unchanged at the latest meeting, investors increasingly speculate that rate hikes are on the table in 2026.
AI Promises to Transform Robotics, Just Not Yet
The US industrial robot industry is characterized by low growth and highly customized projects. Artificial intelligence holds out the hope to change that, especially when it comes to robots that can move and work safely around humans.
Tech Set to Rebound as AI Leadership Faces Fresh Tests
US stock futures climbed early Monday as investors gauged whether the artificial-intelligence trade can regain its footing after one of its sharpest pullbacks in more than two years.
QuantStreet July 2026 Letter: Sector Rotation
The most interesting shift in market price action in June was the strong outperformance of value stocks compared to the broad market and tech
Microreactors Reach Milestones and Retailers Go Nuclear
The U.S. nuclear sector advanced on two fronts in recent days. Advanced microreactors completed a key federal target while the existing commercial fleet signed a landmark agreement with a major retailer. These moves show momentum at both the innovation edge and the operating base.
Beyond the Megacaps: Advisors Eye Small- and Midcap Strategies
The strong run by the Nasdaq-100 and the S&P 500 the last few years has loaded portfolios with heavy concentration risk. As a tiny group of mega cap tech giants shapes the market, finding meaningful diversification has become a priority for advisors. Data from last week’s VettaFi Mid-Year Market Outlook Symposium confirms that wealth managers are actively looking down the market-cap spectrum to rebalance risk.
Capitalizing on the Squeeze: What Micron Tells Us About Bottlenecks
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.
Inside the ETF Industry’s Record-Breaking First Half of the Year
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.
Vehicle Sales Reach 9-Month High in June
Vehicle sales rose to their highest level in nine months in June, coming in at a seasonally adjusted annual rate of 16.523 million units. This represents a 2.8% increase from the previous month and a 4.4% rise from one year ago.
Mag 7, Memory and Semiconductors: The Quiet Market Rotation
The Mag 7 has been the single largest driver of the stock market’s performance three straight years, accounting for over 20% of the S&P 500’s performance. However, there is a performance divergence happening in 2026 as the S&P 500 continues to go up, while the Mag7 go down.
AI Power Crunch Has Investors Seeking Next IPO Winners
The artificial intelligence boom has a power problem, and Wall Street is betting billions on companies that promise to solve it — even if some of the technology hasn’t been fully developed yet.
June Review: Markets Remain Resilient Amid Oil and Inflation Uncertainty
June saw strong market fundamentals once again in conflict with macroeconomic uncertainties, creating a choppy market. While a durable peace plan with Iran is seemingly underway, investors have regarded the negotiations with caution, pricing in potential setbacks.
The Q2 Flowdown: ETFs Smash Records to Start Summer
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.
Fidelity Debuts Its First ETF Share Classes
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.
AI Washing and the Advisor Shortage: Why Getting Technology Decisions Right Has Never Mattered More
The firms that operate rigorous vendor evaluation will compound two advantages simultaneously: They buy the right tools now, and their advisors trust them when the next generation of AI arrives. In a decade that will be defined by the industry's capacity to do more with fewer people, that trust is a strategic asset.
S&P Winning Streak for July at Risk With Volatile End to Month
July is a great time to buy stocks. In fact, it’s been the best month for the S&P 500 Index in the past two decades. Bulls are finding comfort in that history ahead of what stands to be an eventful stretch.
Has Stock Market Exuberance Become Irrational?
A strong quarter across major indexes. The second quarter is winding down and what a quarter it has been with the S&P 500 up 12.6% quarter to date, while the Nasdaq-100 and Russell 2000 are both up over 20%. Despite some twists and turns, the path of least resistance for stocks broadly remained up and to the right for much of the last three months.
Megacap Weakness, AI Momentum, and Hawkish Fed Repricing Drive Markets
Geopolitics, artificial intelligence, and inflation each took their turn commanding market attention last week. U.S. equities were mixed, as a pullback in technology names masked broadening performance beneath the surface.
How 2026’s Philanthropic ETFs ASD & DUTY Invest
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.
Chip Stocks’ Best Quarter Ever Is Ending With Some Wild Swings
Chip stocks are heading for their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jitters sent the stocks tumbling, investors are wondering how much further the rally can go.
Four Lessons Brexit Taught Me About Gold and Protecting Your Wealth
Ten years ago this week, the world watched the United Kingdom vote to walk away from the European Union. While the political class was clutching its pearls and every talking head on television was promising Armageddon by Christmas, I told you something different.
Markets: What to Watch Midway Through 2026
It’s hard to believe we’re nearing the halfway point of 2026 – and what an eventful start it’s been. Markets have pushed through a geopolitically driven energy shock, rising inflation pressures and accelerating disruption from the artificial intelligence boom.
What the Top 10 Active ETFs YTD Can Tell Us
The top 10 active ETFs YTD by fund flows show some intriguing trends and successful names that may pique the interest.
Europe’s Boldest Tech Startups Are Reaching for US SPACs Again
European firms in critical sectors like nuclear energy and quantum computing are flocking to the US, despite efforts by European authorities and bourses to make the region’s markets more appealing and accessible.
Tech Rally Grounded in Fundamentals
As expectations have shifted toward slower growth, higher inflation, and higher rates, investors have rotated back to sectors like large-cap technology and semiconductors, capable of delivering durable earnings in a tougher macro environment.
State Street Goes Heads Up With Qs, Launches Nasdaq 100 ETF
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).
AI Trade’s Bruising Week Forces Investors to Be More Selective
This roller-coaster week for tech stocks from Seoul to New York fueled by extreme investor positioning and worries over chip demand is sending a strong signal: the case for the artificial-intelligence trade is still strong, but the days of everything going up in a straight line appear to be over.
Alphabet’s Dow Debut Shows Index Headache in Tech-Driven Economy
Alphabet Inc.’s addition to the Dow Jones Industrial Average marks another step in the benchmark’s effort to catch up with a market increasingly defined by Big Tech.
Durable Goods Orders Sink 4.5% in May, Less Than Expected
New orders for manufactured durable goods sank 4.5% in May to $332.05B, slightly less than the projected 5.0% monthly decline.
Why the Tech Giants Are Always in the Room
On May 5, 2026, researchers from Cleveland Clinic, RIKEN, and IBM successfully simulated a 12,635-atom protein complex using quantum-centric supercomputing, a problem relevant to drug discovery that classical computing could not match at comparable speed and accuracy.
Managing Family Reputation Capital in a Digital-First World
In a digital-first environment, reputation is no longer a byproduct of success; it is an asset class in its own right. For ultra-high-net-worth families, reputation capital can influence investment opportunities, business partnerships, philanthropic impact, and multigenerational legacy. It can also be exposed, amplified, or undermined in real time.
3 AI Governance Failures in Financial Advisory: What the File Needs to Show
Advisors have largely made up their minds about AI. What they have not settled is governance. AI adoption ran ahead of policy, the way it usually does, and the gap between the two is where the trouble starts.
Tech Stocks Lead Bounce After $1.3 Trillion Rout on Nasdaq 100
US technology stocks rebounded, lifting key indexes, after the latest flareup of concerns about the scale of the artificial-intelligence-fueled rally wiped nearly $1.3 trillion from the market capitalization of Nasdaq 100 companies over the first two days of the week.
Thornburg Expands ETF Suite With New Premium Income Builder Fund
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.
Iran Peace Deal Leads Equities Higher
Equities rallied after President Trump announced an agreement with Iran to end their conflict and reopen the Strait of Hormuz. The S&P 500 and the NASDAQ finished the holiday-shortened week with solid gains, led by the technology sector.
When Flows Meet a Hawkish Fed
Here’s the setup most investors are underrating right now. Over the next two weeks, the tape will trade on plumbing rather than fundamentals. We just cleared the largest options expiration in history. Quarter-end pension selling comes next, and then July 1 reopens the passive-money firehose into a market that already routes forty cents of every S&P 500 dollar into ten stocks.
Crypto Critic Nouriel Roubini Finds a Use for the Blockchain
Nouriel Roubini, the economist known for predicting the 2008 financial crisis and later for his sharp criticism of crypto, is putting one of his investment products on the blockchain.
What Companies Adapting to AI Can Learn From the Plague
On June 11, security researchers showed how to subvert OpenClaw, one of the most widely used AI agents. Instructions hidden in something as ordinary as a shared contact or a pinned location could make the agent run an attacker’s code and hand over its secrets.
A Quarter Century of Data Says the Airline Opportunity Could Just Be Getting Started
On Monday, President Donald Trump announced that the U.S. and Iran have reached a peace deal to reopen the Strait of Hormuz, the 21-mile chokepoint through which roughly 20% of the world’s oil supply normally flows.
Why the Bond King is Betting on Hikes, Hype & Global Rotation
Discover why DoubleLine's Jeffrey Gundlach is urging a structural defensive rotation into emerging markets and international assets.
Space ETFs: How SpaceX Is Reshaping the Theme
The emergence of leveraged ETFs tied to Space Exploration Technologies (more familiarly known as SpaceX) points to strong investor demand for concentrated exposure.
Covered Call ETFs Have Boomed – But Can They Be More?
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.
Glass and Light: The Infrastructure Layer of the Quantum Market Is Missing
Co-packaged optics, the technology of integrating lasers and optical components directly into network switches rather than using pluggable modules, is becoming the standard architecture for large-scale GPU clusters, and Nvidia needed to lock in supply for the buildout it is planning.
Are We All Active Investors Now?
Markets are always changing — and sometimes the rules of finance do, too. I believe markets are efficient, which means my investment portfolio is pretty much all index funds. My enthusiasm for indexing is based on evidence from the Before Times, when the question of a corporation’s index-worthiness was straightforward.
AI’s Exponential Power Demands Could Make This ETF a Winner
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.
Why We’re Staying at the Tech Party…and What Would Make Us Leave
The questions in our inbox have gotten louder lately. Are we reliving 1999? Has the tech rally reached the dangerous ‘Euphoria’ bubble stage we first discussed in our 2026 Outlook? And is the recent surge in initial public offerings (IPOs)— led by SpaceX on Friday— diluting existing holders just as valuations were already drawing scrutiny?
Compliance Without an AI Blind Spot
Compliance risks happen when AI-enabled workflows expand faster than their governance model. It becomes a blind spot when AI solutions are built faster than the organization’s ability to map them against the right regulatory, operational, and data-governance controls.
Apple Investors Are Tired of AI Promises, Want Tangible Progress
Apple Inc. investors are losing patience with the company’s talk about becoming a more formidable presence in artificial intelligence and want to start seeing some results.
SpaceX Extends Gains Into Fourth Day as Post-IPO Rally Hits 58%
SpaceX gained for a fourth straight day, cementing the company’s place among the world’s most valuable stocks after it surpassed Amazon.com Inc.
Peace Prospects, Inflation Pressures, and SpaceX’s Historic IPO Drive Markets
The Iran conflict, inflation reports, and the largest initial public offering of all time each took its turn in the spotlight last week. The fragile ceasefire with Iran looked ready to collapse after Iran shot down a U.S. Apache helicopter, and the U.S. retaliated with strikes on Iran.
SpaceX Set to Overtake Amazon in Value as It Soars for Third Day
SpaceX shares jumped on Tuesday, putting the firm on track to overtake Amazon.com Inc. as the fifth largest publicly traded company in the world just days after its blockbuster debut.
Introducing the IPO Class of 2026
The U.S. initial public offering (IPO) market appears to be entering one of its most consequential periods in years. After a long drought following the 2021 issuance boom, a healthier macro backdrop, improved risk appetite, and a long queue of mature private companies have reopened the new-issue window.
Gold Looks Oversold. Is This the Contrarian Moment Investors Have Been Waiting For?
Gold has always had a way of testing investors’ expectations. Just when the headlines appear most supportive—inflation is rising, geopolitical risk is escalating and confidence in fiat currency is being questioned—gold can suddenly move in the opposite direction.
SpaceX Shares Land in ETF Portfolios
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.
BCSM: Where Small-Cap Upside Meets Large-Cap Stability in an Active ETF
Join Baron Capital for a product due diligence session covering Baron SMID Cap ETFTM (BCSM).
The IPO Boom: Where Will the Money Come From?
The IPO market is bubbling with excitement. The headlines surrounding the IPOs are hyperbolic, banker fees are enormous, and social media is teeming with bullish sentiment on how high the new shares may trade after going public. While that is all great for clickbait, nobody is asking the most important question. Where will the money come from?
Unlocking Smart Beta Innovation: TMX VettaFi to Acquire RAFI Indices
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.
Buyable Pullbacks. Be Prepared.
Chris Galipeau discusses high-conviction insights that go beyond media headlines.
Looking Beyond SpaceX: 3 Thematic ETFs to Consider
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.
Buffer ETFs Give Cash-Shy Investors a Way Back In
Goldman Sachs and Innovator panelists say buffer ETFs can help advisors move cash-shy clients into stocks with built-in downside limits.
SpaceX Prepares for Debut After $75 Billion IPO Breaks Record
SpaceX made history with a $75 billion IPO that instantly turned it into one of the biggest public companies in the world. Now it has to win over the market.
S&P 500 Steady With All Eyes on SpaceX IPO, Iran Peace Hopes
US stocks opened with a small gain on Friday, supported by optimism about pending trading in SpaceX, which made history with the biggest-ever IPO, and the potential for an interim peace deal in the Iran conflict.