The Fed's Frozen Hand: What a Divided FOMC Means for Income Investors
The Fed's rare internal split and prolonged rate hold are pushing income investors to favor durable dividend growers over high-yield chasers as the credit cycle turns.
Latest News
The Fed's Frozen Hand: What a Divided FOMC Means for Income Investors
The Fed's rare internal split and prolonged rate hold are pushing income investors to favor durable dividend growers over high-yield chasers as the credit cycle turns.
Active ETF Scorecard: EM and AI Themes Lead as Dollar Holds Near 14-Month Highs
EM equity and AI-linked U.S. funds lead the week as active managers ride out a brief semiconductor selloff while the dollar holds near 14-month highs.
Active ETF Scorecard: EM and AI Themes Lead as Dollar Holds Near 14-Month Highs
EM equity and AI-linked U.S. funds lead the week as active managers ride out a brief semiconductor selloff while the dollar holds near 14-month highs.
Active ETF Scorecard: Dollar Surges, EM Gives Ground as Hawkish Fed Takes the Wheel
This week's Active ETF Scorecard shows a broad pullback across risk-sensitive categories as the Federal Reserve's hawkish June meeting sent the dollar to its strongest level since May 2025, pressuring EM and international equity strategies
Active ETF Scorecard: Dollar Surges, EM Gives Ground as Hawkish Fed Takes the Wheel
This week's Active ETF Scorecard shows a broad pullback across risk-sensitive categories as the Federal Reserve's hawkish June meeting sent the dollar to its strongest level since May 2025, pressuring EM and international equity strategies
Alan Greenspan Dies at 100: 5 Investing Lessons That Still Matter Today
Greenspan's death at 100 offers investors five timeless lessons drawn from both his historic successes and the policy failures that triggered the 2008 financial crisis.
Alan Greenspan Dies at 100: 5 Investing Lessons That Still Matter Today
Greenspan's death at 100 offers investors five timeless lessons drawn from both his historic successes and the policy failures that triggered the 2008 financial crisis.
Active ETF Scorecard: Dollar Retreats, EM Leads the Rebound
Active ETF categories rebounded broadly this week, with Emerging Markets Equity leading the charge at +24.28% YTD, driven by dollar weakness and AI-driven semiconductor demand in Taiwan and South Korea.
Active ETF Scorecard: Dollar Retreats, EM Leads the Rebound
Active ETF categories rebounded broadly this week, with Emerging Markets Equity leading the charge at +24.28% YTD, driven by dollar weakness and AI-driven semiconductor demand in Taiwan and South Korea.
Dividend Aristocrats vs. High-Yield: Which Strategy Wins in 2026's Rate Regime?
The article argues that in the current 2026 rate environment, dividend growth investors should favor quality compounders over high-yield traps like BDCs and mortgage REITs.
Dividend Aristocrats vs. High-Yield: Which Strategy Wins in 2026's Rate Regime?
The article argues that in the current 2026 rate environment, dividend growth investors should favor quality compounders over high-yield traps like BDCs and mortgage REITs.
Active ETF Scorecard: The Rally Pauses — Dollar Firms, Chips Cool
Every category pulled back this week as the U.S. dollar rebounded from its 2026 lows.
Active ETF Scorecard: The Rally Pauses — Dollar Firms, Chips Cool
Every category pulled back this week as the U.S. dollar rebounded from its 2026 lows.
AI Thematic Funds Are Outperforming — But Are Investors Buying the Right Exposure
AI thematic ETFs are attracting massive inflows, but the article challenges investors to look past the obvious mega-cap tech exposure and ask whether these funds deliver genuinely differentiated access to the AI opportunity.
AI Thematic Funds Are Outperforming — But Are Investors Buying the Right Exposure
AI thematic ETFs are attracting massive inflows, but the article challenges investors to look past the obvious mega-cap tech exposure and ask whether these funds deliver genuinely differentiated access to the AI opportunity.
Active ETF Scorecard: The Dollar Keeps Falling, and EM Keeps Winning
Active Emerging Markets Equity leads all fund categories for a sixth straight week with a +26.82% YTD return, driven by dollar weakness and semiconductor demand from Taiwan and South Korea.
Active ETF Scorecard: The Dollar Keeps Falling, and EM Keeps Winning
Active Emerging Markets Equity leads all fund categories for a sixth straight week with a +26.82% YTD return, driven by dollar weakness and semiconductor demand from Taiwan and South Korea.
The Bull Market Just Hit 7,600. Now It Has to Survive Its Hardest Test Yet
With the S&P 500 at record highs and a nine-week winning streak, markets face a pivotal week: Friday's May jobs report and the incoming Fed chair Kevin Warsh's first FOMC meeting on June 16–17
The Bull Market Just Hit 7,600. Now It Has to Survive Its Hardest Test Yet
With the S&P 500 at record highs and a nine-week winning streak, markets face a pivotal week: Friday's May jobs report and the incoming Fed chair Kevin Warsh's first FOMC meeting on June 16–17
The Credit Cycle Is Turning: What Mutual Fund Investors Need to Reposition Now
We examine where we are in the credit cycle heading into mid-2026, focusing on the ~$1.4 trillion corporate debt refinancing wall, the Fed's frozen rate environment, and growing stress in private credit markets
The Credit Cycle Is Turning: What Mutual Fund Investors Need to Reposition Now
We examine where we are in the credit cycle heading into mid-2026, focusing on the ~$1.4 trillion corporate debt refinancing wall, the Fed's frozen rate environment, and growing stress in private credit markets
Active ETF Scorecard: A Broad Rally Lifts Every Category as Fixed Income Recovers
Every active ETF category advanced week-over-week this week — equity categories rebounded sharply from last week's pullback, while fixed income strategies returned to positive YTD territory.
Active ETF Scorecard: A Broad Rally Lifts Every Category as Fixed Income Recovers
Every active ETF category advanced week-over-week this week — equity categories rebounded sharply from last week's pullback, while fixed income strategies returned to positive YTD territory.
The Bond Market Is Sending a Message Worth Taking Seriously
The 30-year Treasury yield hit 5.19% on May 19 2026 — its highest level since July 2007. The 10-year climbed to 4.69%. Mortgage rates are back above 6.68%.
The Bond Market Is Sending a Message Worth Taking Seriously
The 30-year Treasury yield hit 5.19% on May 19 2026 — its highest level since July 2007. The 10-year climbed to 4.69%. Mortgage rates are back above 6.68%.
The Nasdaq's Record High and the Concentration Risk Inside It
Nasdaq hit a record high in May 2026, recovering in just five sessions amid persistent volatility driven by an increasingly complex market structure.
The Nasdaq's Record High and the Concentration Risk Inside It
Nasdaq hit a record high in May 2026, recovering in just five sessions amid persistent volatility driven by an increasingly complex market structure.
Active ETF Scorecard: A Broad Pullback Hits Every Category as Bond Weakness Deepens
Every active ETF category declined week-over-week this week — equity categories pulled back from recent highs while fixed income strategies fell further.
Active ETF Scorecard: A Broad Pullback Hits Every Category as Bond Weakness Deepens
Every active ETF category declined week-over-week this week — equity categories pulled back from recent highs while fixed income strategies fell further.
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