Join the experts at Goldman Sachs Asset Management as they explore the current state of the fixed income market and discuss why a "set-it-and-forget-it" approach to fixed income may no longer be sufficient as investors consider actively managed fixed income ETFs to help navigate today’s environment.
With oil prices spiking and inflation concerns remaining elevated, many investors are looking for ways to diversify beyond the S&P 500. This week, Chuck Jaffe and Todd Rosenbluth, dive into the FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR).
When investors want to reduce risk, one commonly used tool is beta. For instance, an investor may sell higher-beta stocks and replace them with lower-beta ones to cushion against an expected market decline. Such a strategy is intuitive and widely used; however, it can be greatly flawed.
The debate over ETFs versus mutual funds has never been particularly useful for advisors who actually build portfolios. In practice, the question was never which vehicle is better — it was always which vehicle is better for this objective, in this sleeve, for this client. In 2026, that discipline matters more than ever.
I have written for years that oil prices act like a tax on the economy, both in the US and globally. It is actually simply the price paid, but the effect on the economy is similar to a tax. If the price goes up, it takes more money from individual consumers that would otherwise be saved or spent somewhere else. Just like taxes.
March 2026 was a rough month for financial markets. Broad indexes experienced large selloffs, led by international stocks, though many of these still remain up in 2026. The dollar rallied strongly, breaking its year-plus downtrend.
BlackRock Inc. is setting its sights on a corner of the $13.7 trillion US exchange-traded fund industry long controlled by Invesco Ltd: tracking the Nasdaq 100 Index.
For much of the past decade, U.S. investors didn’t need much convincing to stay close to home. But according to experts at a recent AllianceBernstein (AB) Product Due Diligence Session, the tide shifted dramatically in 2025, signaling a “new dawn” for non-US stocks.
Amid hopes that the conflict in Iran will soon de-escalate, stocks rallied in recent days. This provided some much needed relief for the growth-heavy Nasdaq-100 Index (NDX). However, advisors and experienced investors know that things can change in a heartbeat.
Markets often react sharply to geopolitical developments, but just as often, they overreact. Investors today are grappling with heightened global tensions, rising oil prices and uncertainty around central bank policy. The key question is whether these risks meaningfully alter the economic outlook or simply create short-term volatility.
Exchange-traded fund issuers are shutting new products at the fastest pace in years as competition for investor money intensifies.
March 2026 ETFs: Investors pivot to safety with $29B in short-term bonds and a record $5B in Energy as Tech faced a Q1 recalibration.
Income ETFs using options have been one of the biggest categories in recent years. As global volatility has risen, advisor clients and investors of all kinds have clamored for some added income.
A look at ETF flows for the month of March suggests caution is back in vogue. Fixed income ETFs showed serious muscle in the asset gathering race last month, capturing nearly 45% of net creations.
It has now been over three years since GMO launched our Small Cap Quality Strategy in September 2022. During that period, the world has shifted, and we have navigated unexpected market conditions.
Every March people around the country start talking about their brackets. Most are referring to their basketball tournament bracket, hoping to predict the winners and maybe earn some office bragging rights.
Big names in crypto, payments and cloud infrastructure are racing to build the financial plumbing for a world in which AI agents — not humans — handle transactions on the internet.
Unilever Plc’s Fernando Fernandez haslucked out by selling the company’s food businesses, including Hellmann’s mayonnaise and Knorr stock cubes, to McCormick & Co. But Fernandez, who’s been chief executive officer for just over a year, shouldn’t squander his good fortune; he needs a clear vision for what comes next.
Systematic equity investing is a way to invest in the stock market using clear rules and data, rather than guesswork or hunches. Instead of trying to pick stocks based on trends or headlines, this approach uses research, data, and technology to systematically identify opportunities across global markets.
Systematic indexing removes the psychological stress of timing crypto markets by allowing advisors to capture broad asset-class returns through disciplined rebalancing.
DoubleLine continues to fortify its presence in the ETF market, adding a new active fixed income solution designed for today’s complex interest rate environment. The DoubleLine Ultrashort Income ETF (DLUX) launched on NYSE Arca on April 1, marking the latest expansion of the firm’s rapidly growing ETF lineup.
All eyes were turned toward the Middle East throughout the month of March, with the US and Israel’s ongoing conflict with Iran causing energy prices to surge. The closure of the Strait of Hormuz, alongside damage to energy infrastructure across the gulf region, caused crude to rise above $100 a barrel for the first time since 2022.
How should RIAs think about advisor cash compensation? This article focuses on the salary, bonus, and benefits arrangements commonly used in the industry and typically documented in investment advisor representative (IAR) agreements.
The market environment of 2025 provided a compelling example of the benefits of multi-asset investing. Importantly, it is possible that the conditions that supported diversified, multi-asset portfolios last year may persist in 2026 and well beyond.
At ETF Exchange 2026, TMX VettaFi caught up with Dave Mazza, CEO of Roundhill Investments, to discuss the firm’s evolving strategy for ETF innovation in a market that’s continuously seeking specialized exposure.
Now that Nelson Peltz has won a surprise bidding war for Janus Henderson Group Plc, the activist investor can start to revamp the $493 billion asset manager he has circled for years.
Eli Lilly & Co.’s Zepbound is helping to solve one of the most intractable health challenges of our time: Obesity. Now, the drugmaker hopes to crack another significant public health problem: Sleep disorders.
OpenAI has completed a deal to raise $122 billion from investors at an $852 billion valuation, marking the company’s largest funding round to date by far and bolstering its costly push for more chips, data centers and talent.
Department of Homeland Security shutdown continues, and Congress considers addressing growing concern over prediction markets.
The fiat currency collapse narrative is one of the most emotionally satisfying arguments in all of financial punditry. It feels intellectually rigorous, draws on genuine history, and speaks to deep and legitimate anxieties about government overreach, monetary recklessness, and the long-term consequences of unlimited debt creation.
In a recent episode of the Money Metals podcast, host Mike Maharrey sat down with renowned precious metals analyst Jeff Clark to unpack the sharp pullback in gold prices and the dominant narratives driving market sentiment.
The United Nations (UN) warns of a roughly US$4 trillion annual shortfall in financing for its sustainable development goals—a gap too large for the public sector to fill alone.
Hedge fund activist Boaz Weinstein is on the cusp of his most significant campaign victory yet — overhauling an investment trust whose claim to fame is an early bet on Elon Musk’s SpaceX rocket company. But the beleaguered target is doing a good job of trashing the prize pot.
The weight of evidence suggests that the current equity market decline should be viewed as a short-term pullback within an ongoing, longer-term bull market. However, we are watching indicators closely for changes in global economic/market health. Below are five charts we will be paying special attention to in Q2.
The Iran war is challenging Japan’s safe-haven assets, once again forcing domestic investors to seek better returns abroad.
During the pandemic, my wife lived in constant fear that we would run short of paper products, disinfectants and other essentials. I was frequently sent out on reconnaissance missions to replenish supplies.
Stocks started the week on an upbeat note as the administration delayed a deadline to strike Iranian energy plants by five days, also announcing that the U.S. and Iran were in negotiations to end the conflict.
Join the experts at Davis Advisors and discover the methodology and strategy behind this uniquely compelling ETF, and learn how it can help your clients find results and potentially reduce risk in today’s market environment.
Nate Geraci explored defense ETFs and a historic money market launch on this week’s ETF Prime, featuring VettaFi’s Roxana Islam and ProShares’ Simeon Hyman.
I suggest looking both inward and outward to answer two central questions: “Can we afford to help without harming our own financial future?” and “Will this increase or decrease the child’s movement toward financial independence?”
Retirement savers have plenty of questions about a recent executive order that opens a path for alternative investments, such as private equity, real estate and digital assets, in 401(k) plans. One advisor shares why individuals have good reason to take pause.
Warren Buffett cautioned that he’s seeing signs of fragility emerging in the banking system as it has become more connected to non-bank players.
On paper, Super Micro Computer Inc. is the type of company that Wall Street can’t get enough of, with soaring sales, an enviable list of partners like Nvidia Corp. and its placement at the center of the artificial intelligence boom.
Tech megacaps entered a correction, oil prices broke out, big-money funds retreated and small-lot investors showed waning conviction in buying the dip. While the war in Iran that triggered all that didn’t end a three-year bull run in US equities, it is shaking it to its core.
BlackRock Inc. plans to launch a fund next month focused on large Southeast Asian stocks, according to people familiar with the matter, a move supporting Singapore’s drive to boost liquidity in the local market.
Does artificial intelligence herald soaring prosperity or mass unemployment, political breakdown and Orwellian subjection? Nobody, not even AI, can honestly say. Forced to guess, I’d predict some of both.
Even if the US economy continues outperforming its peers, it will not necessarily remain insulated from the Iran war’s adverse spillovers. Already, higher energy and borrowing costs are exacerbating the affordability pressures many Americans face, creating downside risks for jobs, consumption, and growth.
I just returned from the Investment U conference in Las Vegas, where I presented on gold and the great digital transformation. Sentiment among investors was upbeat, despite great uncertainty in the world right now.
Gold has fallen roughly 21 percent from its all-time high of nearly $5,595 reached in late January to approximately $4,430 as of this writing, and the prevailing narrative in markets is that this correction reflects a genuine shift in the metal’s outlook
Discover why Strait of Hormuz disruptions extend beyond oil, how supply shocks are transmitting into agriculture markets, and what third-order commodity effects may mean for portfolios.
