All that glamour isn’t growth — this was a pervasive theme in a Research Affiliates webinar entitled Growth vs Glamour: Rethinking What Drives Equity Returns. Rob Arnott, founder and chairman of Research Affiliates, along with Brent Leadbetter, partner at the firm, outlined the...

At this point, many advisors and investors are well aware that equity income strategies are continuing to grow in popularity. Given the ongoing macroeconomic environment we find ourselves in, this should not be a particular surprise. When market uncertainty rises, the merits of defensive...

While most energy transition funds chase the next clean technology breakthrough, the TCW Transform Systems ETF (PWRD) has quietly amassed more than $1.5 billion by betting on a less glamorous thesis: the United States doesn’t have enough transformers, power lines, or electricians to...

Elevated geopolitical tensions and policy uncertainty are creating higher cross-asset volatility in 2026, driving sharp market rotations that expose concentration risks in traditional portfolios, according to ALPS Q2 2026 Market Themes to Watch. Key Takeaways: EQL attracted $65.52 million year-to-date, with equal sector weighting reducing...

Bitcoin’s move back above US$80,000 is the most consequential development of the past two weeks, but advisors should resist the urge to extrapolate. The break matters because the level had repeatedly capped price action since late January and coincides with aggregate spot-ETF entry...

Several years ago, semiconductor ETFs were often viewed as a Nvidia (NVDA) story. With Nvidia driving much of the group’s growth and performance, some investors questioned the need for broader exposure. But 2026 has shown why diversification can make a difference. While Nvidia...