By moving beyond benchmark constraints, active portfolios can access off-the-run bonds, specific securitized tranches, and maturity buckets with superior risk-reward profiles. They also have the flexibility to adjust positioning throughout the market cycle — reallocating across sectors, ratings, and issuers as conditions evolve to capture opportunities and mitigate drawdowns.

The artificial intelligence (AI) evolution moves at breakneck speed. While generative AI is still a significant part of the underlying investment thesis, physical AI is rapidly accruing momentum.

With inflation persistent and rising due to soaring energy prices, it’s not surprising that advisors and fixed income investors are revisiting Treasury Inflation-Protected Securities (TIPS). In fact, data indicate that inflation-linked bonds have been among the most popular fixed income destinations, dating back to 2022.

With shares of Amazon (AMZN) up 28% over the past month, it’s safe to say investors are at peace with the company’s massive artificial intelligence (AI) spending plans.

Like Treasuries and Treasury Inflation-Protection Securities (TIPS), municipal bonds betrayed their normally docile reputations in March as the conflict in Iran stirred increased volatility for normally subdued corners of the bond market.

The midstream energy arena, which includes master limited partnerships (MLPs), has long lured income-hungry investors. A new ETF amplifies that proposition. The MLP & Energy Infrastructure High Income ETF (MLPI) debuted last December. It’s generating buzz, helped by the White House’s rhetoric on bolstering American energy independence, which is viewed as a potential boon for MLPs.

When advisors and investors hear the terms “high yield” or “junk” as it relates to bonds, they understandably have some apprehension. After all, junk bonds carry elevated credit risk relative to their investment-grade peers. Hence the higher yields, which act as added compensation for the extra risk.

Yes, much of the blame lies with energy prices, which surged due to the war in Iran. Still, the March reading of the Consumer Price Index (CPI) serves as a reminder of the work to be done to damp inflation.

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.

Some forms of technical analysis are often too much “inside baseball” for many investors. However, the concept of moving averages is one of the most important technical indicators and an easier one to grasp.

Supported in part by a growing U.S. defense budget, legacy aerospace and defense ETFs are performing admirably. A trio of those funds each have more than doubled over the past three years.

Soaring oil prices and the military conflict in Iran are among the primary reasons the MSCI EAFE Index is off nearly 6% over the past month.

Japan is a major oil importer. That explains the vulnerabilities of the country’s equity market to conflict in Iran. Over the past month, the MSCI Japan Index is off about 2%.

Amid perceived artificial intelligence (AI) threats, cybersecurity stocks are enduring quite a rough patch. However, there are alternative viewpoints.

Small-caps and the related equities have found their respective grooves. The fact that the Russell 2000 Index is higher by more than 7% year-to-date confirms this. On the surface, the small-cap resurgence is good news.

With the Consumer Electronics Show (CES) taking place in Las Vegas, investors’ eyes are on Nvidia (NVDA). A predictable response, but one that underscores the importance of the semiconductor behemoth in the artificial intelligence (AI) space.

Barring a miracle, bitcoin will end 2025 in the red, marking just the fourth time the largest cryptocurrency has done so in its history.

This focus on payout growth and a relatively higher tech allocation suggests OUSA may be well-positioned for performance in 2026, even as corporations globally favor share buybacks over dividend payments.

Despite the "America First" focus of the current administration, international markets, particularly emerging markets (EM), have outperformed domestic financial markets. This surprising trend is highlighted by the strong performance of EM debt and equities, driven primarily by U.S. dollar weakness and corresponding monetary easing by EM central banks.

As measured by the largest ETF dedicated to the sector, real estate stocks are offering middling performances this year. That is disappointing considering the Fed has pared interest rates two times. However, that tepid sentiment arguably belies opportunity with ETFs such as the ALPS Active REIT ETF (REIT).

There’s no denying AI has again been a captivating theme for investors and technology enthusiasts this year. But that proposition could be ramped up in 2026.

To be sure, it’s not a point for investors to get carried away with. But it is noteworthy in the current environment. RSPF has exposure to the booming prediction markets space. That’s likely an underappreciated factor. And that’s because of the ETF’s status as a home to a slew of old-guard bank st

First and perhaps most importantly, model portfolios aren’t chasing clients away. In fact, a slew of studies and surveys confirm clients are more than fine with model portfolios. That’s because above investment performance, they prize advisors’ communication skills, trustworthiness, and other “soft skills.”

Actively managed ETFs, particularly those of the fixed income variety, are among the fastest-growing ETF segments today. That growth has been facilitated in part by advisors moving away from higher-fee mutual funds and issuers converting popular mutual funds to the ETF wrapper, among other factors.

For many crypto investors, it’s fine to focus on Bitcoin and Ethereum. After all, those two assets combine for nearly $2.7 trillion of the crypto universe’s total market capitalization of $3.75 trillion. “Dominant” doesn’t begin to underscore the status of bitcoin and ether.

Actively managed ETFs, particularly those of the fixed income variety, are among the fastest-growing ETF segments today. That growth has been facilitated in part by advisors moving away from higher-fee mutual funds and issuers converting popular mutual funds to the ETF wrapper, among other factors.

Friday, October 10 was a forgettable day all the way around for risk assets. Those included cryptocurrency and crypto-related equities. The CoinShares Valkyrie Bitcoin Miners ETF (WGMI) wasn’t immune to the broader market pullback.

Already off to a fine start due in part to the government shutdown headlines, bitcoin and BRRR could be in style this month and over the course of the fourth quarter with the help of favorable seasonality.

In what represents a positive trend for investors engaged with ETFs such as the Invesco QQQ Trust (QQQ) and the Invesco NASDAQ 100 ETF (QQQM), the AI adoption conversation continues gaining importance and momentum.

Cybersecurity continues to grab consistent media attention as hackers become increasingly emboldened. They’re also more ambitious in terms of targets, many of which are familiar companies behind goods and services consumed by Americans on a daily basis.

Cybersecurity continues to grab consistent media attention as hackers become increasingly emboldened. They’re also more ambitious in terms of targets, many of which are familiar companies behind goods and services consumed by Americans on a daily basis.

For much of its nearly 17 years on the market, bitcoin has been viewed as a volatile asset. The largest cryptocurrency’s history is chock full of dramatic price swings in both directions and extended periods of turbulence.

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.

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.

The Nasdaq-100 Index (NDX) is higher by 87.4% for the three years ending August 28. And the Magnificent Seven stocks are taking on larger percentages of other widely observed benchmarks.

It’s hard to ignore the effect Fed Chair Jerome Powell’s comments made last Friday had on equities, particularly small-caps.

Investors enjoying the pairing of domestic stocks and the momentum factor are likely familiar with some related ETFs. This includes the Invesco S&P 500 Momentum ETF (SPMO).

A checklist comprising above-average income, attractive valuations, and positive correlations to possible interest rate cuts may sound daunting

Some market observers say that the biggest wave of corporate treasury adoption of cryptocurrency has come and gone. However, some studies point to a long runway for corporations to bring crypto into their portfolios.

The summer months and October are known being tough on stocks, but seasonal trends don’t always repeat. Even when they do, it’s not necessarily a call for long-term investors to move away from equities. This year could be an example of a good time to remain invested during the summer doldrums.

A couple of caveats before exploring the potentially positive signals being thrown off by bitcoin miners. First, August is historically the worst month in terms of bitcoin performance. The largest digital currency has only notched three positive monthly showings in this month over its lifetime.

S&P 500 dividend growth remains sturdy. But more and more companies are leaning into share repurchase programs as avenues for returning capital to shareholders.

The tech sector has trounced the broader market in the second quarter. So, it’s not surprising some market participants are growing concerned about concentration risks. Those worries are valid.

Much has been made about the current state of affairs of the U.S. dollar. The greenback’s slump in 2025’s first six months is the currency’s worst first-half showing in 52 years. That’s more than enough to sound alarm bells in the global currency market.

There’s a daily onslaught of AI headlines and often tantalizing intraday moves notched by some related stocks. Some investors are tempted to take short-term views of the artificial intelligence investment thesis.

In the equities landscape, few stocks are as tethered to bitcoin’s price action as are cryptocurrency miners. Just look at the CoinShares Valkyrie Bitcoin Miners ETF (WGMI C).

Tepid gains notched by the real estate sector are largely viewed as the result of tariff turbulence. But some market observers believe real estate investment trusts (REITs) could prove sturdy if trade tensions are renewed.

July didn’t need to reach the halfway point before bitcoin notched double-digit gains.

Bitcoin’s 2025 ascent and the upside delivered by ETFs such as the CoinShares Valkyrie Bitcoin Fund (BRRR) has been attributed to a variety of factors, including increased adoption.