Head of RAFI Indices Discusses 20 Years of Fundamental Indexing
Many investors have been left badly disillusioned by the apparently dismal performance of the stock market over the past decade.
Funds
T. Rowe Price ETFs: TKNZ Tops Returns, TCAF Draws Most Cash
A crypto fund and a technology fund posted the best September returns among T. Rowe Price ETFs. Investors, however, sent most of their new money to a different set of funds. Key Takeaways: Crypto, technology and growth …
Tackle the Small-Cap Opportunity Set With FESM
As small-caps offer an increasingly attractive value proposition, advisors and investors may be taking a closer look at strategies like FESM. Key Takeaways: Small-caps have grown in popularity as attractive valuations a…
Why Tight Credit Spreads Raise Risk for Bond Investors
Bond yields still look attractive, but investors are earning little extra for taking on corporate credit risk, according to Thornburg Investment Management. Key Takeaways: Investment-grade spreads reached their tightest…
Make Meta a Muse of Income With This ETF
With the help of the Muse AI agent effort, shares of Meta Platforms (META) are on a torrid pace, surging nearly 22% for the month ending Oct. 5. Whether or not that scintillating run portends a cooling-off period will h…
Muni Bond ETFs: Unlocking Robust Returns
September’s fixed income sell-off marked a watershed moment for muni bond markets, delivering the steepest drawdown since the 2008 Great Financial Crisis. As benchmark yields spiked, prices across muni ETFs fell in tand…
Think Rates Will Rise? These Income ETFs Are Ready
Yields are rising, and so are rates. Markets anticipate one more rate hike from the Federal Reserve to close out 2026. With stubborn inflation and massive borrowing by AI hyperscalers, rates may remain elevated some tim…
Listening Between the Lines: Active ETFs Bet on Pre-Call Tone
Earnings season kicks off in the coming days. PepsiCo leads the way, with major banks reporting soon after. Historically, financial advisors seeking fundamentally focused active equity strategies relied on mutual funds.…
World Markets Watchlist: October 5, 2026
For more than a decade, the International Rescue Committee’s (IRC) annual Emergency Watchlist has accurately predicted 85-95 percent of the countries most likely to face a worsening humanitarian crisis in the coming yea…
What wealthy investors actually do with digital assets: CoinShares 2026 survey
Ten years ago this week, the world watched the United Kingdom vote to walk away from the European Union.
Dimensional’s ‘New’ ETFs Are Really ETF Share Classes
Three Dimensional Fund Advisors ETFs that NYSE Arca announced as Monday launches are not new funds at all. Instead, they are existing ETFs that now trade as share classes of older Dimensional mutual funds, according to …
Rising Treasury Yields Haven’t Cracked the Bull Market Yet
Bad news has found its old bull market passport again because this market is still trading the Fed first and the economy second, and September’s jobs report was soft enough to knock an October hike almost completely off…
How Healthcare Tech ETF HTEC Defied September’s Market Turmoil
It’s always exciting to see a fund perform well over the course of a month, but it’s also important to understand exactly why that strong performance may be happening. Key Takeaways: September proved to be a relatively …
Mailbag: Are There Dividend ETFs Out There That Are Worth It?
I got quite a few notes in the mailbag last week. One that piqued my interest was from JT who asked if there are any ETFs or mutual funds that have a dividend investing philosophy similar to mine. Many of you know I’m n…
An Investor’s Guide to Intangible Assets
Although not always easy to quantify, intangible assets are one of the primary sources of strong competitive advantages for businesses and a key source of economic moats. Key Takeaways Intangible assets, including paten…
Trump: not going to be doing diesel export ban
WASHINGTON -- The Group of Seven wealthy democracies said Friday they plan to release 100 million barrels of oil and fuel products in the coming weeks, starting with "substantial" amounts of diesel after the fuel recent…
S&P 500 Snapshot: Stocks Rally to Close Out Flat Week
NEW YORK – October 1, 2026 (STL.News) Stocks – U.S. stocks were struggling to find direction Thursday as sharply higher Treasury yields offset strength in software and artificial-intelligence-related companies, creating…
The Case for Gold as an ‘All-Weather’ Investment
Ray Dalio's frameworks, including the debt cycle, four economic seasons, and the long-term world order, suggest gold's role as a structural hedge is increasing. Current conditions, marked by high debt-to-GDP, sticky inf…
The Bond Market Is Normalizing
What rising correlations could mean for portfolios A mix of stocks and bonds typically helps diversify a portfolio, since stock prices often rise when bond prices fall and vice versa. But lately, that diversification be…
Bitcoin: the data turned mixed, not weak
Bitcoin consolidated this week as the market sharply reduced its expectations for another near-term rate hike. The catalyst was New York Fed President John Williams, who argued that September’s 25bp hike had reduced the…
Falling Markets Are Improving the Long-Term Return Math
The S&P 500 Index is now near its all-time record high, fuelled by investor exuberance for artificial intelligence-themed stocks. Stock prices — and valuations — have continued to rally, despite high oil prices, which a…
Satellite Operators, Hardware Pioneers Keep UFO ETF in Orbit
The Procure Space ETF (UFO) continues to demonstrate space sector resilience. Despite a 2.8% dip in September, the fund was propelled by select performers across its Media & Communications and Technology holdings. This …
Buyback Surge Meets a Surprisingly Narrow ETF Market
Leave it to Nvidia to create buzz. This week, the company’s announcement of a massive, history-making, $150 billion stock repurchase plan put buybacks back in the limelight. Truth be told, stock buybacks have expanded s…
VettaFi Talks Fundamental ETFs on Schwab TV
This week, I appeared on Schwab TV for the New York Stock Exchange. Here’s a brief recap. Key Takeaways: VettaFi index-based American Century Quality Growth ETF (QGRO) and VictoryShares Free Cash Flow ETF (VFLO) recentl…