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Women in ETFs Session on 2026 ETF Trends

As advisors explore 2026 ETF Trends, Exchange presented a session covering top-of-mind stories. The session featured members from Women in ETFs, that inlcuded J.P. Morgan’s Julie Abbett, American Century Investments’ Cleo Chang, Fidelity Investments’ Lubna Lundy, and moderator Roxanna Islam from VettaFi, who...
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3 Reasons the Baron SMID Cap ETF (BCSM) Is Built for 2026

The market dominance of mega caps is facing a critical test. Large cap companies, typically those found in the “Magnificent Seven,” have been propelling the market for the last few years. However, there could be a proverbial changing of the guard. As investors...
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Build Your Practice by Building the Whole Family Relationship

You want your clients’ families to one day become your clients as well, but 80% of heirs leave their families’ advisors.1   An opportunity too big to pass up It can be a complex challenge to establish relationships with client family members. However, it’s a challenge...
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Actively Navigating Iran-Driven Risks in EM Debt

Iran-driven risks are reshaping EM debt markets. EMBX reduced Gulf exposure as valuations failed to reflect rising conflict risk and shifted toward resilient Latam and SSA commodity exporters. Key Takeaways: The team reduced Gulf exposure as Iran-driven risks increased but valuations failed to adjust, creating...
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What’s Under the Hood Powering These 5 High-Dividend ETFs?

Despite equity valuations in the growth sectors reaching stretched levels and market volatility on the rise, high-dividend stocks have been one of the best performers to start 2026. In turn, this is translating to greater appeal for high-dividend-yielding ETFs. These funds have been...
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Money Path Podcast: Earnings Strength, AI Hype & Silver Shock

Head of Research and Quantitative Strategies Mike Dickson joined the Money Path podcast to explore how earnings, AI productivity, precious metals volatility, and Fed leadership intersect to shape market valuations and actionable opportunities for investors navigating uncertainty. Not investment advice; mentions of specific securities...
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