The narrative surrounding artificial intelligence is shifting from the digital cloud to physical manufacturing, aerospace, and defense applications. Global assets linked to the ROBO Global Robotics and Automation Index (ROBO) have effectively doubled over the past 12 months, reflecting a surge in physical...
As inflation lingers, commodity swings persist, and income remains hard to come by, advisors are rethinking how they approach energy exposure. Increasingly, that means looking beyond traditional allocations to more differentiated strategies. Covered call approaches linked to natural resources are one example. The...
1Q26 Quarterly Commentary
For whatever reason, the end of the first quarter has become a consistently eventful time for both markets and the broader world. So far 2026 has looked eerily similar to the start of 2025. The AI market darlings have lost momentum...
The ETF landscape is undergoing a structural shift as financial advisors increasingly pivot from pure passive indexing toward active management. While the ETF Rule of 2019 provided the regulatory spark, current market volatility and the quest for tax efficiency have accelerated active ETF...
Our global markets watchlist tracks nine prominent indexes from economies around the world. The list includes the S&P 500 from the United States, TSX from Canada, the FTSE 100 from England, the DAXK from Germany, the CAC 40 from France, the Nikkei 225...
Despite AI bubble concerns and geopolitical issues, the S&P 500 has managed to return to positive performance YTD after a conflict-related drop. Tech remains a key part of that story even as headlines about AI valuations abound. Despite these concerns, the active tech...