Section
Exchange Traded Funds
6433 posts
The Eh-OK Consumer
by Craig Basinger, Chief Market Strategist, Purpose Investments Sneak peak – Our plan for next week’s ethos is…
The Passive Trap: How Index Investing Is Working Against Active Managers
Follow the Money: Why Capital Flowing Into Index Funds Is Quietly Undermining Active Fund Returns The Problem That…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Market Outlook: Getting Serious in Summer Markets
by Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock The good news is real. The easy…
Can Canada’s multi-year rally continue?
by Kathrin Forrest, Equity Investment Director, Capital Group KEY TAKEAWAYS Canadian equities have delivered impressive returns, but gains have…
The Race to Zero Is Losing Ground
What the ETF industry's structural shift means for advisors and investors
Your EM ETF Is a Tech Trade. Most Investors Have No Idea.
Deutsche Bank's Jim Reid argues that the emerging markets ETF has quietly become one of the most tech-concentrated vehicles in global markets -- and that most investors don't know it.
BlackRock Q2 2026 Equity Market Outlook: Rotation, Recalibration, and the Case for Active Management
The opening months of 2026 have forced a reassessment of assumptions that defined equity markets in recent years.…
Rise of the Market Technician
by Craig Basinger & Derek Benedet at Purpose Investments In 1998, I finished the three CFA exams, often…
Why 0% in Bitcoin & Blockchain is Actually a Riskier Bet Than 1%
Listen on The Move Bitcoin is down 50% from its highs — but Bitwise CIO Matt Hougan…
What is Alternative Fixed Income, and Why Does It Matter Now?
by Sandy Liang, Head of Fixed Income, Lead Portfolio Manager, Purpose Investments For decades, the fixed income playbook…
Opportunity Radar
by SIACharts.com One of the greatest strengths of Point & Figure (P&F) charts is their ability to filter…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Most Stocks Are a Losing Bet. The Math Is Decisive.
The US stock market has generated an average annual return of 10% over the past 100 years. That…
Ninepoint Partners’ Mid-Year Outlook 2026: Repricing the Future
A new regime has arrived. The consensus that began 2026 — inflation drifting back to target, central banks…
Chart to Watch: How well have AAA CLOs handled interest rate volatility?
by John Kerschner, CFA, Global Head of Securitised Products, Portfolio Manager, Janus Henderson Early this year,…