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Why Advisors Need a Dynamic Playbook in Today’s Market

In the midst of the bustling energy at the Exchange conference in Las Vegas, John Davi, founder, CEO and CIO of Astoria Portfolio Advisors, sat down with VettaFi to discuss the pressing shift in market dynamics.  For financial advisors navigating an increasingly concentrated equity...
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World Markets Watchlist: March 23, 2026

Our global markets watchlist tracks nine prominent indexes from economies around the world. The list includes the S&P 500 from the United States, TSX from Canada, the FTSE 100 from England, the DAXK from Germany, the CAC 40 from France, the Nikkei 225...
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No Shelter | ETF Trends

Most of us have been taught that diversification provides benefits. We’re told there are assets that can be held alongside equities to smooth out the twists and turns of the market. There are even assets that may rise when stocks fall. For a...
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DoubleLine on the TACO Trade & Fixed Income Strategy

​​A high-stakes panel at the Exchange conference in Las Vegas revealed a fixed income landscape where, as moderator Katie Greifeld noted, the traditional playbooks for inflation and interest rates are being rewritten. The discussion featured Jeffrey Sherman, deputy CIO of DoubleLine. Sherman provided...
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Is Altcoin Season Finally Back?

Dedicated cryptocurrency investors, particularly those experienced with assets outside of Bitcoin, often ponder if altcoin season has returned. Often, the answer is “no,” but there are signs it could soon be “yes” if it isn’t already. Consider the following. The CoinShares Altcoins ETF (DIME)...
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How Active ETFs Brought Muni Bonds Investing to Life

Municipal bonds may not be the most exciting fixed income category out here, but they do play an important role in portfolios. Frequently offering tax-exempt opportunities and a solid base of reliable issuers, such bonds are often a pillar of the 40% side...
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