The BlackRock Model Portfolio Solutions team made significant allocation shifts during the week ended September 24, 2026. The team recently managed over $300 billion and often causes shockwaves in the ETF industry. Last…
Costco’s fiscal year 2026 has officially concluded, and the retailing giant certainly closed out on a high note. Key Takeaways: Costco recently released its Q4 2026 and fiscal year 2026 operating results, which showcase…
Institutional investors are more eager than ever to increase private market exposure, but a wall of liquidity concerns is keeping many from moving as fast as they’d like, according to Morningstar’s fifth annual Asset Ow…
In broad terms, the semiconductor industry usually isn’t top of mind for value investors, but there are occasions when individual names in the group look like bargains. Some experts argue that Broadcom (AVGO) currently …
The global pressurized water reactor (PWR) system market is valued at USD 13.0 billion in 2025 and is projected to reach USD 17.6 billion by 2035, expanding at a CAGR of 3.1%. This increase represents an absolute dollar…
As equity market concentration hits historic levels, investors are actively seeking alternative index weighting strategies to mitigate idiosyncratic risk. For decades, the default option to escape the confines of market…
There is a myth that index-based ETFs are all static buy-and-hold products that passively track a benchmark. Many people think of indexing through the lens of market-cap strategies like the Vanguard S&P 500 ETF (VOO). F…
I’m talking about the cash I have sitting here that I desperately want to get into the market. Earlier this year, I got a chunk of money from selling a house. I have no desire to own another home (that’s a story for ano…
Key Takeaways NVIDIA’s annual revenue grew from $9.71 billion in fiscal 2018 to $215.94 billion in fiscal 2026, roughly a 22-fold increase. The Transformer architecture emerged more than five years before ChatGPT, illus…
Earnings season is here again, with the next few weeks promising some important earnings drops. From financials like JP Morgan Chase (JPM) all the way to most of the megacap tech names, markets will learn a lot. How, th…
The VettaFi Editorial team met for a New York City onsite this week, confabbing over the latest news and important changes in the ETF ecosystem. As part of that gathering, writers and editors came together to share some…
Investors pushed a record $663.59 billion into active exchange-traded funds through August, according to ETFGI, a research and consultancy firm that tracks the ETF industry. That pushed global assets in the category to …
The ETF industry has been abuzz with mergers and acquisitions (M&A) activity. Adding to the growing list of M&A deals, Chicago-based private equity firm Madison Dearborn Partners (MDP) entered into a definitive agreemen…
Investors seeking a more consistent performance profile from their large-cap growth allocation may benefit from an approach that goes beyond the market-cap-weighted approach offered by many passive funds. Baron Capital’…
I’m away but alas staying in touch with political news at home, and thought I would check in with one of the best public opinion quants about where we stand right now …
With oil prices uncomfortably high, the same being true of inflation, and all the talk of a new supercycle dawning, it’s not surprising commodities are in the spotlight. The asset class is garnering plenty of adulation …
September is a fun sports month. On weekends, I’m watching the baseball playoff races and the first weeks of pro football. I am also already counting down the days until my Knicks defend their NBA Championship title. Du…
U.S. Treasury yields have surged to their highest levels in nearly a year as investors aggressively reprice Federal Reserve policy expectations following a string of hotter-than-expected inflation reports. The benchmark…
The latest rebalance of VettaFi’s Thematic Rotation Quality Momentum Screened Index (TQRMS), tracked by the NBI Thematic Rotation ETF (NTHM:TSX), reshapes the portfolio around a new set of themes. GLP-1 weight loss drug…
The yield on the 30-year hit a multi-decade high this week, spiking amid continued fiscal and monetary concerns. The 30-year hitting 5.45%, its highest mark since 2004, comes amid an already busy year for bonds. Muni bo…
Midstream ETFs have recorded consistently strong flows in 2026. The segment has a track record of generating attractive income for investors. Key Takeaways The Alerian MLP ETF (AMLP) and the Alerian Energy Infrastructur…
One of the trends noticed during the ETF Exchange event in Las Vegas, Nevada, earlier this year was embracing complexity. Advisors are no longer hesitant to offer their clients alternative strategies for downside protec…
VettaFi Head of Sector and Industry Research Roxanna Islam appeared September 21 on Bloomberg TV to discuss the bitcoin rally despite an interest rate hike from the Federal Reserve and the stalling of the CLARITY Act, a…
Confluence Investment Management offers various asset allocation products, which are managed based on “top down,” or macro, analysis. We publish asset allocation thoughts on a bi-weekly basis, updating the report every …