Q2 Recap: Markets Get Back on Track
Table 2 (below) shows US sector performance. Technology was the leader by a wide margin, after posting close to a double-digit negative return last quarter. As we discussed in our most recent earnings…
Independent coverage of UK markets, FCA policy and institutional trading
Table 2 (below) shows US sector performance. Technology was the leader by a wide margin, after posting close to a double-digit negative return last quarter. As we discussed in our most recent earnings…
Centrus Energy Corp (LEU) has signed a definitive contract with the U.S. Department of Energy (DOE), a notable update for the entire nuclear industry. Originally selected earlier this year for a $900 …
Trends in the wealth management industry continue to tip the scales in favor of ETFs. Retail capital continues to desert traditional investment vehicles in favor of more modern structures. More specif…
Spot bitcoin ETFs are in the middle of their longest outflow run on record: roughly $8B has left the category over eight straight weeks.¹ For allocators, that is the headline risk signal right now, mo…
After three consecutive months of deterioration, June brought a slight turnaround in production volumes. However, the overall trend remains unfavourable, and the medium-term outlook is becoming increa…
On July 9, Amplify ETFs launched the Amplify S&P 500 Dividend Driver ETF (DRVR), with an expense ratio of 39 basis points. The fund tracks the S&P 500 Dividend Drivers Index, providing exposure to S&P…
The Federal Reserve’s plans for interest rates in the second half of 2026 appear very much up in the air. That said, advisors and fixed income investors may want to renew their focus on short duration…
Lately, the land of the rising sun has been the land of the falling yen. While single-country equity exposure to Japan has provided investors with relative outperformance year-to-date (YTD), they appe…
The war in Ukraine stands as confirmation that drone technology is a key element in the future of warfare. Obviously, peace is preferable, but a moving target. In the meantime, drones are increasingly…
UK real gross domestic product (GDP) is estimated to have increased by 0.1% in Quarter 3 (July to Sept), compared with growth of 0.3% in Quarter 2 (Apr to June) 2025 (Figure 1). GDP is estimated to be…
Specifically, Chair Warsh said that “financial markets perform best when they react to incoming data. I think the financial markets work less efficiently when they ask a question. How will the Federal…
At its meeting on 11 September 2025, the Governing Council decided to keep the three key ECB interest rates unchanged. Inflation is currently at around the 2% medium-term target and the Governing Coun…
Investors are just a few weeks removed from digesting the SpaceX (SPCX) initial public offering (IPO), but another big IPO is coming on Friday, July 10, in the form of South Korean memory semiconducto…
There are noteworthy updates coming out of Canada for energy infrastructure investors. Pembina Pipeline Corp (PPL CN) recently reached a positive final investment decision (FID) on its Greenlight Elec…
Traditionally speaking, folks that have looked to tap into innovation in the AI space have done so through tech exposure, particularly with mega-cap names. This is not a surprise, considering the inte…
Russell Investments is getting new owners. An investor consortium led by B Capital, a global multi-stage investment firm, has agreed to acquire the asset manager from TA Associates and Reverence Capit…
Don’t approach them with a legal eye. Leave that to your attorney. Instead, read them with a much simpler question in mind:
While the Federal Reserve has held rates steady since its December 2025 meeting, investor expectations for future interest rate decisions have shifted drastically over the course of the year. Early ex…
This material is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. It should not be relied upon as investment advice, and it d…
Fixed income investors continue to grapple with an uncertain macro environment, dominated by higher-for-longer interest rates and a new-look U.S. Federal Reserve, in which rate hikes may be forthcomin…
XCCC is part of an ETF suite that targets specific niches of the high-yield corporate bond market. This fund invests in USD-denominated corporate bonds that are rated CCC1 through CCC3, based on an av…
Even without rate cut assistance from the Federal Reserve, the real estate sector is delivering the goods for investors this year. Count the ALPS REIT Dividend Dogs ETF (RDOG) among the real estate ET…
On June 30, Defiance debuted the new Defiance KSM TipRanks Analyst ETF (RANK). With an expense ratio of 60 basis points, this fund aims to leverage Wall Street’s highest-rated analyst consensus data t…
As megacap valuations remain stretched, more investors are looking to small- and mid- cap companies for growth exposure. At a recent TMX VettaFi product due diligence session, “Where Small-Cap Upside …