Our TruSector ETFs are designed to solve one of the most persistent issues in sector investing: the tracking error caused by regulatory diversification limits that force sector funds to underweight the largest companies in their benchmarks. The VanEck Consumer Discretionary TruSector ETF (TRUD) and VanEck Technology...
Last week, I was reviewing an updated list of Dividend Aristocrats to see if anyone had been added or axed. The official rebalancing happens in January, but S&P Global will announce changes during the quarter if warranted, usually around the time that earnings...
Interested in small-caps but not satisfied with vanilla index approaches? Smaller firms could play a big part for portfolios to close out 2025, but there are real doubts, too. Small-caps face both headwinds and tailwinds from the tariff situation, but of course, rate...
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used...
By Kevin Flanagan, Head of Fixed Income Strategy Key Takeaways Following July’s softer jobs report, markets now widely anticipate a September Fed rate cut, with additional easing priced in through 2026. Despite losing their inversion, the 3-month/10-year and 2-year/10-year Treasury yield curves remain historically flat,...
Again? – The July 2025 Consumer Price Index increased by 0.2%, bringing the 12-month average to 2.7%. The primary factor driving the increase was shelter, which rose by 0.2% in July 2025 (U.S. Bureau of Labor Statistics). AI Partnership – Foxconn announced plans to manufacture...