Thornburg’s THOR Skips the Valuation Rally
Thornburg Investment Management’s newest income ETF, THOR, was built around a pattern that has quietly powered much of the market’s gains. That pattern is rising valuations, not stronger earnings.
ETFs & Funds
The Gas-to-Nuclear Bridge for AI Data Centers
Amentum (AMTM) announced that the U.S. Department of Energy’s National Nuclear Security Administration (DOE/NNSA) selected them to negotiate a phased lease at the Savannah River Site in South Carolina…
US core capital goods orders increase strongly in June
WASHINGTON, June 25 (Reuters) – U.S. inflation increased further in May, breaking above 4.0% for the first time in three years as the Middle East conflict boosted energy prices, and keeping an interes…
Analysts Growing Bullish on AMD; AMUU May Be Worth a Trade
Shares of semiconductor giant Advanced Micro Devices (AMD) have more than doubled this year. The stock, one of the bellwethers in the artificial intelligence (AI) semiconductor space, traded higher la…
As Insurers Eye Private Credit, PCR Offers a Timely Opportunity
Institutional interest in private credit (PC) is surging. According to Marsh’s 2026 Global Insurance Investments Survey, 57% of insurers plan to increase their private credit allocations over the next…
Italian machine tool sector wants tougher EU trade rules on China
When European Commission president Ursula von der Leyen launched the European Green Deal in 2019, she called it “Europe’s man on the moon moment”. The green deal aimed to create the world’s “first car…
Reckoner CEO Explains the Need for Actively Managed CLO ETFs
The rapid expansion of the collateralized loan obligations (CLO) has introduced ETF options for investors, namely funds that are passive or actively managed. While passive indexes offer easy access to…
Finding Signals From Noise: Inside T. Rowe Price’s $30 Billion Active ETF Engine
The active ETF landscape has evolved dramatically over the last six years. Few asset managers illustrate this shift better than T. Rowe Price. The firm’s active ETF lineup recently crossed the $30 bil…
German business sentiment rises more than expected in July, Ifo survey shows
Germany’s IFO Business Climate Index rose to 86.6 in July 2024, surpassing analyst expectations of 85.8 and marking a modest improvement in business sentiment across Europe’s largest economy.
ECB data shows steady lending growth in June
At the turn of the year 2025-26, economic growth surprised on the upside while financial market sentiment remained strong despite high uncertainty. The war in the Middle East is now putting this resil…
China’s industrial profit growth moderates amid patchy recovery
TCL Electronics is marking a strategic shift by negotiating the sale of a 51% majority stake in its sole open-cell display manufacturing plant in Tirupati, India. The deal is reportedly valued between…
A Renegade Buy Signal: A Dividend Cut
Clearly, there must be a typo in that headline. I’m the one who is always preaching about getting the yield you deserve. So, why would I even consider buying a company that can’t keep its payouts reli…
Lula calls new US tariffs a mistake in Washington Post op-ed
Silvana Marques was one of thousands of Brazilians who flocked to São Paulo’s most famous art museum one afternoon last week. But the 51-year-old teacher wasn’t there to marvel over fog-filled London …
A New ‘Warsh’ Cycle
On the domestic front, arguably one of the more notable events in 2026 has been the change in Federal Reserve leadership, ushering in a new era for how the U.S. central bank conducts monetary policy a…
This wave of Trump tariffs is likely here to stay; more are coming
The US political climate makes it very hard for the US government to raise taxes, so the tariff revenue is just too useful (Daniel Torok/Official White House Photo)
Guterres set to be first UN chief to visit Syria since before 2011 war
Since the end of World War II, the United Nations has served as the world’s leading international body dedicated to promoting peace, security, and cooperation. From conflict resolution to climate acti…
Brazil eases spending curb despite revenue shortfall from dividend tax
BRASILIA, July 24 (Reuters) – The Brazilian government on Friday reduced by 5.7 billion reais ($1.12 billion) a spending curb needed to comply with its fiscal framework due to lower than expected man…
The Defensive Shift: This Week’s Top 10 ETF Inflows
The ETF market saw a push in capital away from the concentrated U.S. tech sector to defensive broad market exposure, short duration bonds, and commodities. The shift in flows is amplified by the semic…
How Goldman Sachs’ Quant Approach Looks to Unlock Active ETFs
The ETF landscape continues to grow in leaps and bounds, with active ETFs playing an increasingly bigger role. Goldman Sachs is helping drive this evolution by leveraging its deep research and quantit…
Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing?
The semiconductor market, which has significantly outperformed the broader market in 2026 is seeing a pullback in July. The factors driving this rise include aggressive profit-taking, valuation concer…
Treasury Yields Snapshot: July 24, 2026
The yield on the 10-year note finished July 24, 2026 at 4.69% while the 2-year note ended at 4.33%.
Why Investors Are Eyeing Short & Long U.S. Treasury ETFs
Considering where bond yields sit, along with geopolitical pressures and potential policy from the Fed, there are plenty of ways for advisors and investors to play the fixed income market at the momen…
S&P 500 Snapshot: Index Ends Choppy Week in the Red
The S&P 500 ended its choppy week in the red, ultimately finishing with a loss of 0.6%. This marks the second straight weekly decline, the longest streak since late March.
A Call for Diversification: Research Affiliates-PIMCO Midyear Recap
The midway point in 2026 offers advisors and investors alike a chance to rethink their strategies heading into the second half of the year. It’s an opportune time to reflect on what worked well and wh…