Assets under management (AUM) by ETFs globally closed at another month-end peak and is now just 6 percent below the all-time high reached during the pandemic.

Markets now see more than an 80% chance of a rate cut from the Fed this month, and it may be a good time to reallocate short-term cash positions to medium-term fixed income positions with maturities between 5 and 10 years.

Before you fully consider purchasing a new ETF, you need to understand what makes the fund different from what you own.

One of the standout developments in financial markets in August 2025 was the unprecedented surge in ETF inflows.

Emerging markets are becoming more attractive as the prospect of an upcoming US rate cut — combined with softer local inflation and relatively low public debt — strengthens the investment case, according to Navin Hingorani, Singapore-based portfolio manager at Eastspring Investments.

The third Friday in September is a special day in the financial-market calendar. It’s one of the four days a year the S&P 500 index gets rebalanced. With over $10 trillion of assets passively tracking it, the exercise will affect markets and investors in every corner of the world.

Technology stocks are rising so far, so fast that some investors are starting to position for the move to lose momentum.

There has not been a fundamental innovation in broad-market cap-weighted indexing in decades. Until now. With the Research Affiliates Cap-Weighted Index (RACWI), we introduce a fresh approach designed to fix a costly but little-known “bug” in cap-weighted indexing.

Markets cheered an imminent Fed rate cut, with small caps outpacing the S&P 500, but rising unemployment, sticky inflation, and slowing job growth point to stagflation risks. Advisors face a market both buoyed by near-term catalysts and shadowed by longer-term vulnerabilities.

Making the case for potential rate cuts in his recent speech at Jackson Hole, Fed Chair Powell noted that policy is presently in restrictive territory.

Although the relationship between fundamental returns and total returns after a decade is solid, valuations do matter – their impact is evident in the vertical distance between each stock observation and the diagonal line on the chart.

Private equities are a growing and increasingly significant part of the investing landscape.

DoubleLine CEO/CIO Jeffrey Gundlach, widely known in the capital markets as the "Bond King," spoke at a Total Return Webcast.

The U.S. labor market continued to show signs of cooling, with all major labor indicators pointing to a softening trend and a weak hiring environment. Read through the major economic news from the week of September 2nd - 5th.

Investors are leaning into bullish bets on US Treasuries ahead of this week’s inflation report, as a recent run of softer-than-expected data opens the door for the Federal Reserve to cut interest rates in September and further ease monetary policy in the months ahead.

Oracle Corp. is set to vault past stocks such as JPMorgan Chase & Co. to become the 10th most valuable member of the S&P 500, after a blowout cloud business forecast sent its shares soaring.

Market uncertainty continues to linger in the back of fixed income investors’ minds. But that can force much-needed recalibration of portfolios as tariffs and rate cuts loom. A compelling option to consider: corporate bonds.

The rise of private markets has brought new attention to private investment grade (IG) credit, which can offer investors a premium over public IG for giving borrowers customized terms – though that premium comes with certain risks.

Surface-level diversification is no longer enough in a market increasingly driven by passive flows and dominated by a few mega-cap names. Owning multiple funds or asset classes does not guarantee protection if the underlying exposures overlap. Investors must go deeper and look beyond labels and into the actual drivers of risk and return.

Healthcare has been the worst-performing sector in the S&P 500 so far this year.

Ben Fulton, CEO of WEBs Investments, highlights the firm’s suite of Defined Volatility ETFs, which dynamically adjust equity market exposure based on real-time market volatility. Arthur Nowak, Client Portfolio Manager at Alger, discusses the firm’s high-conviction approach to investing in innovation and growth – including the Alger AI Enablers & Adopters ETF (ALAI).

Join Tema ETFs CEO Maurits Pot to discuss how to better manage S&P 500 concentration, which is at 50-year high levels.

There are many ways to describe the strong performance in large cap US stock prices this year. You could simply call it a bull market, with the S&P 500 total return index up 31.2% since its low in early April and up 11.5% year-to-date.

Over the past several years we’ve watched the S&P 500’s performance become increasingly tethered to a handful of Mega-cap technology companies.

Nasdaq Inc. is asking regulators to let investors trade tokenized versions of stocks on its exchange, a move that could mark the first big test of blockchain technology inside the core of America’s equity markets.

Looking back over the past 20 years, airline equities have tended to outperform in the final three months of the year, with the NYSE Arca Global Airlines Index gaining over 3% on average in October; this is followed by an even stronger showing in November and a 3% increase in December on average.

Emerging-market currencies and stocks rose as expectations of an imminent US monetary policy easing pushed the dollar lower and strengthened investor appetite for riskier assets.

Bond investors may need to look elsewhere to supplant income lost from falling yields — they may want to try heading overseas. It's not just a weaker dollar that's been diverting attention to international bonds, but U.S. debt itself.

On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, discusses the JPMorgan U.S. Tech Leaders ETF (JTEK) with Chuck Jaffe of Money Life. The pair discusses several topics related to the fund to give investors a deeper understanding of the ETF.

A market-wide boom of private equity investment is turning small, local residential service providers into big business. From the outside, it's been easy to miss.

I am a retail advisor and an investment writer, and I have built and managed public funds. Therefore, I see this from multiple angles. But the only angle that matters is that of the retail investor. Let’s evaluate private markets based on liquidity, returns, transparency, and measurement standards.

The U.S. labor market continued to show signs of cooling, with all major labor indicators pointing to a softening trend and a weak hiring environment.

Treasuries edged higher, extending Friday’s gains, as investors shifted their focus to key readings on inflation due later this week.

Investors expecting Apple Inc.’s biggest product event of the year to serve as the next catalyst for its recently-revived stock are likely to come away disappointed.

Advisors and investors find themselves inundated with decisions and choices when investing in the crypto economy. Between deciding what cryptocurrency to invest in (bitcoin, ether, tether, solana, etc.) and how to gain exposure (direct exposure, indirect exposure, via an ETF), fitting crypto into a portfolio can be a complicated affair.

August brought with it a slowing in ETF launches from the summer spree, while inflows continued as investors increasingly bought into bonds.

With an interest rate cut looming this month, investors may be looking at their available options. For many, their passive bond funds have done well, but may not be well-positioned for one or potentially multiple cuts.

Investors betting that a torrid rally in gold miners has room to run face a test of their conviction as the US government gets set to deliver jobs data from August.

Goldman Sachs Group Inc. is making one of the biggest pushes into Middle Eastern private credit yet, betting that a growing need for non-bank lending in the region will open the door for a slew of deals for its clients.

Count stocks from China among this year’s international standouts. Widely observed gauges of equities in the world’s second-largest economy are outpacing both the S&P 500 and the MSCI Emerging Markets Index by comfortable margins since the start of this year.

Advisors have looked to international markets for much of this year for a crucial source of diversification amid U.S. uncertainty.

The AI adoption case is gaining momentum across an array of industries. A trend that largely started in the financial services and healthcare sectors is spreading rapidly to other realms.

From a revenue perspective, we were also encouraged by sales coming in +2.1% higher than analysts expected, with all 11 sectors showing positive revenue surprises. This also allays our fears that tariff impact might be worse than the analyst community feared.

Cantor Fitzgerald LP is planning to hire dozens of bankers in the Middle East in the coming years after the Wall Street firm appointed a veteran EFG Hermes rainmaker to lead its business in the region.

Apple Inc. is planning to launch its own artificial intelligence-powered web search tool next year, stepping up competition with OpenAI and Perplexity AI Inc.

Whether you’re building your portfolio, trying to diversify or considering new investments, understanding the difference between active and passive funds is extremely helpful. Both mutual funds and exchange-traded funds (ETFs) can be either active or passive.

The house of pain continues with small caps, at least on a relative basis. Year-to-date, the S&P 600 index has posted a 3.0% gain, so it's not like money is being burned. But still, even the Bloomberg Aggregate Bond index is up 4.9% YTD and the S&P 500 is up 10.9%.

Something close to the best-case scenario emerged for Google on Tuesday when a federal judge outlined its punishments for running an illegal search monopoly. The company will not be forced to sell its Chrome browser or Android operating system.

If Modi now wants to reach out a hand to the leaders of Eurasia, one might assume it is entirely because India has been insulted and rejected by the US — laden with higher tariffs than almost all its peers, and continually needled by President Donald Trump’s advisers and officials.

Bank of America Corp. will offer investments in private equity funds to its ultra-wealthy clients, a move that comes as more financial firms give access in alternative assets to a broader swath of millionaires.