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Market Update – August 22, 2025: All Eyes on Powell and Jackson Hole

This week has been light on new macroeconomic data, but markets have had two clear focal points: the release of the FOMC minutes on Wednesday and Jerome Powell’s upcoming remarks at Jackson Hole on Friday. Both events have drawn intense scrutiny from investors...

Under-the-Radar Members of $1 Billion ETF Flows Club

To some, $1 billion of ETF net inflows is not what it used to be. The U.S. ETF industry has gathered more than $700 billion of net inflows this year and is likely to again break the $1 trillion mark. Meanwhile, the Vanguard...

Some Analysts Believe Bitcoin Can Quadruple

Bitcoin is on a scorching run this year. Currently, it’s flirting with all-time highs. But that’s not preventing some cryptocurrency market observers from forecasting significantly higher prices. In what would be an obvious boon for ETFs such as the Coinshares Valkyrie Bitcoin Fund...

Finding Value in a Shifting Small-Cap Landscape

The VictoryShares Small Cap Free Cash Flow ETF (SFLO) was met with intriguing changes to its portfolio composition following a recent rebalance. SFLO tracks the Victory U.S. Small Cap Free Cash Flow Index (the Index), which captures high-quality small-cap companies. The Index methodology...

The 401(k) Opening Alternative Asset Managers Have Been Waiting For

A new executive order could bring alternative assets to 401(k)s, creating potential growth opportunities for alternative asset managers. Here’s what this shift could mean for investors. 401(k) investment menus may soon include private equity, credit, real estate, infrastructure and more. Expanded access may...

All Eyes on Jackson Hole

We received a slew of economic data this past week, but the true market mover Friday: Chair Powell’s upcoming Jackson Hole address. While inflation data surprised in parts—especially the PPI with its sharp jump in portfolio management fees—the underlying story remains that price...
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