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Emerging Markets Bonds Still Look Good Compared to Treasuries

Emerging markets bonds and the related ETFs are delivering for investors. Meanwhile, other, supposedly more dependable, less risky corners of the bond market are dithering. Market participants can capitalize on that trend with the VanEck Emerging Markets Bond ETF (EMBX), which is coming...

Why Real Estate Works as a Geopolitical Hedge in 2026

Much like 2025, investors and advisors alike are continuing to seek out new sources of diversification as we continue through 2026. One approach is to gain targeted exposure to specific sectors that are underrepresented in traditional core ETFs. Highlights: With geopolitical uncertainty and inflation not...

Complex Problems Require Custom Solutions, Part 2

By Dan Zolet, CFA A couple of months ago, we discussed in our Strategic View how more nuanced investment problems require equally nuanced investment solutions. That piece focused on income-oriented portfolios within a goals-based framework. This week, we are tackling another complex challenge: concentrated...

Private Equity Premia in a Public Equity Wrapper? Goldman’s Approach

Private equity is a longtime white whale for many investors and advisors. With its ability to invest long term in some major names without scrutiny, the category remains a huge driver of portfolio growth. Asset managers have long looked to get investors more...

Consumer Spending Rises for Third Straight Month

For an inflation-adjusted perspective on retail sales, take a look at our Real Retail Sales commentary. Here is the introduction from today’s report: Advance Estimates of U.S. Retail and Food ServicesAdvance estimates of U.S. retail and food services sales for April 2026, adjusted for seasonal variation and holiday...

RIA Growth Is Just Getting Started, CEOs Say

Four of the industry’s most prominent leaders gathered at the Goldman Sachs RIA Professional Investor Forum Tuesday to make a case that may surprise even the most optimistic observers: the wave of RIA growth reshaping independent advisory is still just beginning. Key Takeaways: Clients independently...
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