While recent market performance reflects optimism over potential geopolitical de-escalation, underlying economic data reveals a complex landscape of intensifying price pressures and cooling growth. Consumer inflation has surged to a near two-year high, driven by a spike in energy costs, even as the...
During Exchange 2026, experts and thought leaders from firms across the country gathered. They shared different approaches and ideas for tackling the market’s biggest challenges. Tyler Rosenlicht, Senior Vice President and Portfolio Manager at Cohen & Steers, sat down with VettaFi to break...
An inflation ETF designed to weather rising prices is drawing fresh attention after consumer inflation surged to 3.3% in March. This was the highest level in nearly two years, driven almost entirely by a record 21.2% monthly jump in gasoline prices.
Key Takeaways:
March inflation...
The intersection of artificial intelligence and U.S. energy production has reached a new milestone. A series of large infrastructure projects underscore the critical role of natural gas in supporting data centers. For investors in midstream ETFs, these developments highlight a significant structural tailwind...
For years, the narrative surrounding the nuclear energy sector was one of managed decline, with regulatory filings dominated by decommissioning schedules and site closures. However, a recent wave of global permit approvals and construction applications prove a fundamental shift is underway. This regulatory...
Gold pulled back amid rising rates and a stronger dollar, but history shows volatility is typical in crises. Strong margins leave miners well positioned if gold stabilizes or moves higher.
Monthly gold market and economic insights from Imaru Casanova, Portfolio Manager, featuring her unique views...