As small-caps offer an increasingly attractive value proposition, advisors and investors may be taking a closer look at strategies like FESM. Key Takeaways: Small-caps have grown in popularity as attractive valuations a…
With the help of the Muse AI agent effort, shares of Meta Platforms (META) are on a torrid pace, surging nearly 22% for the month ending Oct. 5. Whether or not that scintillating run portends a cooling-off period will h…
Bond yields still look attractive, but investors are earning little extra for taking on corporate credit risk, according to Thornburg Investment Management. Key Takeaways: Investment-grade spreads reached their tightest…
Earnings season kicks off in the coming days. PepsiCo leads the way, with major banks reporting soon after. Historically, financial advisors seeking fundamentally focused active equity strategies relied on mutual funds.…
A crypto fund and a technology fund posted the best September returns among T. Rowe Price ETFs. Investors, however, sent most of their new money to a different set of funds. Key Takeaways: Crypto, technology and growth …
September’s fixed income sell-off marked a watershed moment for muni bond markets, delivering the steepest drawdown since the 2008 Great Financial Crisis. As benchmark yields spiked, prices across muni ETFs fell in tand…
Yields are rising, and so are rates. Markets anticipate one more rate hike from the Federal Reserve to close out 2026. With stubborn inflation and massive borrowing by AI hyperscalers, rates may remain elevated some tim…
New Zealand's business confidence improved in the third quarter despite rising fuel prices and geopolitical headwinds, according to the New Zealand Institute of Economic Research.
Three Dimensional Fund Advisors ETFs that NYSE Arca announced as Monday launches are not new funds at all. Instead, they are existing ETFs that now trade as share classes of older Dimensional mutual funds, according to …
It’s always exciting to see a fund perform well over the course of a month, but it’s also important to understand exactly why that strong performance may be happening. Key Takeaways: September proved to be a relatively …
A small modular reactor (SMR) project achieved a major regulatory milestone in the U.S. last week. The Tennessee Valley Authority (TVA) announced that the Nuclear Regulatory Commission (NRC) has issued a construction pe…
I got quite a few notes in the mailbag last week. One that piqued my interest was from JT who asked if there are any ETFs or mutual funds that have a dividend investing philosophy similar to mine. Many of you know I’m n…
Although not always easy to quantify, intangible assets are one of the primary sources of strong competitive advantages for businesses and a key source of economic moats. Key Takeaways Intangible assets, including paten…
WASHINGTON -- The Group of Seven wealthy democracies said Friday they plan to release 100 million barrels of oil and fuel products in the coming weeks, starting with "substantial" amounts of diesel after the fuel recent…
Ray Dalio's frameworks, including the debt cycle, four economic seasons, and the long-term world order, suggest gold's role as a structural hedge is increasing. Current conditions, marked by high debt-to-GDP, sticky inf…
Bitcoin consolidated this week as the market sharply reduced its expectations for another near-term rate hike. The catalyst was New York Fed President John Williams, who argued that September’s 25bp hike had reduced the…
The Procure Space ETF (UFO) continues to demonstrate space sector resilience. Despite a 2.8% dip in September, the fund was propelled by select performers across its Media & Communications and Technology holdings. This …
This week, I appeared on Schwab TV for the New York Stock Exchange. Here’s a brief recap. Key Takeaways: VettaFi index-based American Century Quality Growth ETF (QGRO) and VictoryShares Free Cash Flow ETF (VFLO) recentl…
The S&P 500 Index is now near its all-time record high, fuelled by investor exuberance for artificial intelligence-themed stocks. Stock prices — and valuations — have continued to rally, despite high oil prices, which a…
Leave it to Nvidia to create buzz. This week, the company’s announcement of a massive, history-making, $150 billion stock repurchase plan put buybacks back in the limelight. Truth be told, stock buybacks have expanded s…
The ETF ecosystem grows with each passing day, as more funds look to embrace the wrapper’s strengths. Perhaps one of the strongest ways to make use of the wrapper, however, is to provide a streamlined way to package hig…