Thematic investing has returned to the spotlight, but investors are moving beyond direct AI plays to focus on electrification infrastructure needed to power data centers and artificial intelligence (AI) growth.
Key Takeaways:
ELFI provides broad electrification exposure through utilities, uranium, copper, and two other sectors...
Investors poured more than $300 million into the T. Rowe Price Ultra Short-Term Bond ETF (TBUX) during the first three months of 2026, pushing assets past $1.1 billion as sticky inflation and limited Federal Reserve rate cuts fueled demand for ultrashort bond strategies.
Key...
In a technologically advanced era of investing that’s dominated by algorithmic trading and passive indexing, Baron Capital isn’t changing its identity. This also includes its ETF strategies. The firm prides itself on its human-centric, “old school active” research approach. Their strategies maintain high...
https://www.youtube.com/watch?v=CdTB0WZBHz8
In this month’s View from the EDGE®: A Two-Week Ceasefire, But Uncertainty Remains, ChiefInvestment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen share 3EDGE's latest outlook forglobal capital markets. Their discussion focuses on the ongoing conflict in Iran, the recent ceasefire,and its implications...
With Q1 earnings season well underway, it was Johnson & Johnson (JNJ) giving investors a peek at how the broader healthcare sector might perform. The healthcare giant beat expectations on Tuesday in revenue ($24.1 billion actual versus $23.6 expected) and earnings per share...
“The constant lesson of history is the dominant role played by surprise. Just when we are most comfortable with an environment and come to believe wefinally understand it, the ground shifts under our feet.” -Peter L. Bernstein
BackgroundAs we entered 2026, markets across the...