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 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.
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.
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.
Every category pulled back this week as the U.S. dollar rebounded from its 2026 lows.
Every category pulled back this week as the U.S. dollar rebounded from its 2026 lows.
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 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 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 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.
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
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
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
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
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.
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 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 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%.
Nasdaq hit a record high in May 2026, recovering in just five sessions amid persistent volatility driven by an increasingly complex market structure.
Nasdaq hit a record high in May 2026, recovering in just five sessions amid persistent volatility driven by an increasingly complex market structure.
Every active ETF category declined week-over-week this week — equity categories pulled back from recent highs while fixed income strategies fell further.
Every active ETF category declined week-over-week this week — equity categories pulled back from recent highs while fixed income strategies fell further.
The earnings calls that move markets most are not the ones where companies miss consensus by a few cents. They are the ones where the narrative underlying an entire sector's premium valuation gets stress-tested in real time.
The earnings calls that move markets most are not the ones where companies miss consensus by a few cents. They are the ones where the narrative underlying an entire sector's premium valuation gets stress-tested in real time.
Global markets are rewarding risk-taking in 2026, with emerging market equities surging on a weaker dollar and resilient semiconductor demand.
Global markets are rewarding risk-taking in 2026, with emerging market equities surging on a weaker dollar and resilient semiconductor demand.
The key takeaway - keep duration short, watch MBS risk, and add rate volatility exposure until Kevin Warsh’s policy direction becomes clear.
The key takeaway - keep duration short, watch MBS risk, and add rate volatility exposure until Kevin Warsh’s policy direction becomes clear.
The reasonable way for most investors to approach gold is as a modest, permanent allocation — something in the range of 5% to 10% — rather than a tactical trade.
The reasonable way for most investors to approach gold is as a modest, permanent allocation — something in the range of 5% to 10% — rather than a tactical trade.
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Aaron Levitt
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Fallen angel bonds combine the attractive yields of high-yield debt with the stronger...
Aaron Levitt
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Active ETFs have improved the odds of outperforming traditional benchmarks, but Morningstar’s research...
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Active ETF categories rebounded broadly this week, with Emerging Markets Equity leading the...
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