Advisor Turntable Podcast: Episode 3 Financial advisors spend their careers helping clients plan for retirement. But many spend far less time thinking about how they will eventually transition their own practice, arguably the most valuable asset they will ever own. In this episode of the...

AI-driven moat rating downgrades played a major role in the Moat Index’s Q2 review, reshaping tech exposure while surfacing attractively priced opportunities across other sectors. Key Takeaways Morningstar’s March reassessment of software companies drove a larger-than-usual portion of the Index’s turnover this quarter. Style exposure remained mostly...

For years, thematic investing offered investors a different look at traditional growth exposure that included artificial intelligence (AI) and machine learning. While these themes have now become commonplace, time and evolution are creating a new crop of thematic opportunities in memory, robotics, and...

Excitement around AI software and large language models (LLMs) remains high in 2026. However, the real bottleneck and emerging focus has shifted toward physical infrastructure. This is especially true of memory capacity, which determines how large a model can run locally or in...

One of the persistent themes in the first half of 2026 has been international exposure. With potentially overstretched valuations in U.S mega-cap names and higher-for-longer inflation devaluing the U.S. dollar, more investors have been looking overseas for a greater opportunity set. At a recent...

Investors are always on the look out for signals in the market, windows into the minds of asset managers. Index ETF rebalancing provides perhaps the strongest data points that one can get outside of big market shifts. Growth and value ETFs QGRO and...