Engineering, procurement, and construction (EPC) firms are expected to play a significant role in the nuclear renaissance. Accordingly, this would present a compelling opportunity for investors.
Recent M&A activity highlights a strategic race to lock in specialized technical capacity, signaling that capital is shifting...
While some investment themes have struggled to maintain their trajectory, the space economy has proven it has the fundamental fuel to reach escape velocity. This momentum is being met with a strategic modernization of the underlying infrastructure for UFO.
Thematic Investing is Not Static
VettaFi...
Active management is gaining traction as investors navigate a market paradox where high valuations meet geopolitical uncertainty, according to Chris Davis, chairman and portfolio manager at Davis Advisors.
Key Takeaways:
DUSA crossed $1 billion in assets with a portfolio of 26 stocks trading at 14...
One of the hottest themes in investing this year has been Space. Partly due to its tie-in with the broader Defense theme, and more recently, thanks to investor excitement over the upcoming SpaceX IPO, space investing as a thematic opportunity has been capturing...
The rise of Amplify ETFs is one of the more interesting stories in the U.S. ETF industry. Although it only launched its first ETF under that brand in 2016, its founder, Christian Magoon, was a well-known figure in the ETF space long before...
Key Takeaways
Escalating disruption in the Strait of Hormuz has already taken out roughly 17% of LNG capacity—tightening global supply for years—making broad commodity exposure, such as the WisdomTree Enhanced Commodity Strategy Fund (GCC), a more resilient way to capture sustained commodity price pressure beyond...