Follow the Earnings North Star With This Blue Chip Growth ETF
Investors seeking stable growth amid rapid tech shifts and rate uncertainty can look to Fidelity’s Blue Chip Growth ETF (FBCG) as a guiding North Star. The actively managed fund targets companies with consistent earnings expansion, emphasizing AI‑related hardware, utilities, and communication platforms. By combining high‑conviction tech exposure with diversification into healthcare biotech and digital‑payment financials, FBCG aims to capture AI‑driven upside while preserving quality. Its active approach allows managers to select firms with strong balance sheets and brand equity, differentiating it from passive market‑cap indices.
Where to Find Long-Term Investment Opportunities in Energy
Stacey Morris of VettaFi argues that long‑term energy investing should focus on infrastructure and baseload power rather than short‑term oil price swings. Midstream ETFs such as AMLP and ENFR provide fee‑based exposure to North American LNG, propane and butane exports...
Currency: The Hidden Alpha in International ETFs
International equity ETFs have finally eclipsed U.S. funds in net inflows, a shift not seen since early 2023, driven by stronger earnings abroad and a weakening dollar. The MSCI EAFE index delivered a 24% local‑currency gain in 2025, which swelled...
Disruptive Theme of the Week: ETF Ramifications of the Iran War
The Iran‑driven closure of the Strait of Hormuz has pushed Brent crude to $150 a barrel, igniting a rally in energy‑focused ETFs while draining liquidity from gold‑related funds. Gold ETFs have slipped more than 11% as investors chase oil exposure,...
Is Goldman Sachs Reheating Financial ETFs After Earnings Beat?
Goldman Sachs delivered a first‑quarter 2026 earnings beat, reporting $17.55 earnings per share and $17.23 billion in revenue, both above analyst expectations. The outperformance was driven by a resurgence in global dealmaking and strong equities trading, even as the VIX spiked...
Alex Morris on Dual Share Class Funds, Fixed Income, & More
Alex Morris, CEO of F/m Investments, discussed the volatile inflation backdrop and its impact on fixed‑income strategies, emphasizing Treasury‑bill exposure and TIPS as inflation hedges. He explained the firm’s pioneering dual‑share class structure for the TBIL fund, which offers both...
Netflix Earnings Could Make These ETFs Entertaining
Netflix is set to report its first‑quarter 2026 earnings on April 16, a filing that could trigger sharp moves in the leveraged ETFs NFXL (2x long) and NFXS (inverse). The streaming giant recently raised its standard plan to $20 a...
After a Rough March, Municipal Bonds May Be Offering Value
Municipal bond indices posted their steepest decline in nearly three years, slipping more than 2% in March as Treasury yields rose amid heightened geopolitical tension from the Iran conflict. The ALPS Intermediate Municipal Bond ETF (MNBD) weathered the sell‑off better...
Rising Price Risks Boost Case for Bond Ladder ETFs
Rising inflation risk, highlighted by February's CPI showing a 0.3% monthly and 2.4% annual increase, is prompting investors to seek more resilient income strategies. Bond ladder exchange‑traded funds, especially those that distribute principal, are positioned as a hedge against sticky...
The Future of Uranium Enrichment Is Being Developed Today
Uranium enrichment, a longstanding U.S. vulnerability, is seeing a shift from traditional gas‑centrifuge plants to next‑generation laser technologies. Centrus Energy secured a $900 million DOE contract to expand HALEU and LEU capacity at its Ohio facility, while laser firms Silex/Global Laser...
Muni Bond ETFs: Beyond Tax Season Fundamentals
Municipal bond exchange‑traded funds captured $12 billion of new assets in the first quarter of 2026, with $4.4 billion flowing in during March alone. While the low‑cost passive leader iShares MUB still dominates at $43 billion, active offerings such as Capital Group’s CGMU,...
A Rare Event You Might Have Missed
The Dividend Aristocrats index completed its 2026 annual rebalance with zero additions or removals—the first time the list has remained unchanged since its inception in 1989. Historically the list sees several churns each year; 2025 added three companies while 2020...
BNY’s BKDV Large-Cap Value ETF Passes $1 Billion in AUM
BNY Mellon’s Dynamic Value ETF (BKDV) topped $1 billion in assets under management on March 16, 2026, after attracting over $280 million of net inflows this year. The fund’s three‑month NAV rose 2.38 % as investors shift toward value‑oriented strategies amid concerns over growth‑stock valuations....
Bobby Eng on Canadian Market Growth & Liquidity Myths
The Canadian ETF market is experiencing a historic boom, with assets now around $570 billion USD and roughly 1,800 products, up from just two providers in 2002. Growth has been driven by a 20‑30% compound annual rate, creating a "hockey‑stick" trajectory...
Which Stocks Are Driving Results in Quality Growth ETF QGRO?
The American Century U.S. Quality Growth ETF (QGRO) uses a quality‑growth filter to target U.S. companies with strong fundamentals and high growth potential, charging a 0.29% expense ratio. Since its launch in September 2018, the fund has outperformed the ETF...
New Regulatory Approvals Power NUKZ Performance
Regulatory momentum is reshaping the nuclear sector as the NRC granted a 20‑year license renewal for California’s Diablo Canyon plant, extending its carbon‑free output to 2045. Parallel approvals in Poland and Canada signal a global push for both large reactors...
How AI Data Centers Are Fueling Energy Infrastructure ETFs
AI‑driven data centers are prompting developers to build dedicated natural‑gas power plants, bypassing strained utility grids. SoftBank’s 9.2‑GW Ohio project includes a $33 billion gas plant with Kinder Morgan as the sole midstream partner, while NextEra and Entergy are launching similar hubs...
Inflation ETF Posts Gains as March CPI Jumps to 3.3%
The Fidelity Stocks for Inflation ETF (FCPI) posted a 26.63% one‑year gain as March CPI surged to 3.3%, the highest in nearly two years. The spike was driven by a 21.2% monthly jump in gasoline prices linked to Iran‑war disruptions....
John Hancock Adds Hedged Equity to Active ETF Roster
Manulife Investment Management and John Hancock Investment Management have introduced the John Hancock Hedged Equity ETF (JHDG) on NYSE Arca, expanding their ETF suite to 19 funds with roughly $13 billion in assets. The fund blends a high‑conviction equity portfolio with...
Advisors, Families, & 529 Plans: Starting the Conversation
The One Big Beautiful Bill Act (OBBA) overhauled U.S. 529 college‑savings plans, adding K‑12 tuition, tutoring, AP testing and other qualified expenses. The change broadens flexibility for families but also adds complexity that many advisors have yet to address. A...
Innovator ETFs CIO Day Talks Goldman Sachs Acquisition, Future Options ETFs
Goldman Sachs Asset Management completed its acquisition of Innovator Capital Management, adding Innovator’s roughly $31 billion in assets under supervision and 171 ETFs to GSAM’s portfolio. The deal expands GSAM’s ETF lineup to 240 products with about $90 billion in assets, giving...
Analysis: Active ETFs Lapped Passive ETF Inflows in March
In March, actively managed exchange‑traded funds (ETFs) recorded $55.5 bn of net inflows, surpassing the $51.1 bn that flowed into passive ETFs. Despite a ten‑fold AUM gap—$1.5 tn for active versus $11.8 tn for passive—the active segment showed stronger momentum, especially in international fixed‑income...
Bull Vs. Bear: Is the AI Revolution Nearing a Dot-Com Correction?
The piece examines whether artificial intelligence is in a bubble, pointing to a stark $600 billion‑plus infrastructure spend versus under $35 billion in AI software revenue – a roughly 20‑to‑1 gap. While hyperscalers such as Microsoft, Nvidia and Amazon post strong earnings,...
Crypto Option Income ETFs Post March Distributions
Amplify ETFs announced March income distributions for its six crypto option income ETFs, delivering annualized yields from 27.90% to 50.52%. The funds employ weekly covered‑call strategies on digital‑asset exchange‑traded products rather than holding the underlying cryptocurrencies directly. Two funds—EHY and...
There’s Value in This Japan Small-Cap ETF
Japan’s small‑cap ETF WisdomTree Japan Small Cap Dividend Fund (DFJ) has outperformed U.S. small‑cap benchmarks despite recent geopolitical headwinds. Over the past month DFJ fell less than comparable U.S. pure‑beta small‑cap ETFs and is ahead of the Russell 2000 and S&P SmallCap 600...
Biotech M&A Spree Helps Lead SBIO to March Gains
Biotech merger‑and‑acquisition activity surged in March, with 22 deals worth about $36 billion, propelling the ALPS Medical Breakthroughs ETF (SBIO) up 8.4% for the month. Two of SBIO’s top holdings—Day One Biopharmaceuticals and Apellis Pharmaceuticals—became acquisition targets in transactions totaling $8.1 billion,...
1 in 6 Iranians Turn to Bitcoin Amid Crisis
CoinShares research shows that roughly 14 million Iranians – about one in six of the population – now rely on Bitcoin to sidestep sanctions and a collapsing rial. Bitcoin transaction volume grew 11.8% year‑over‑year and now represents 2.2% of Iran’s GDP....
“Industry of Industries” Keeps Humming Amid Market Volatility
Robotics and artificial intelligence are being treated as a foundational "industry of industries," a view reinforced by Amazon's aggressive moves this quarter, including the purchase of Fauna Robotics and a potential $9 billion acquisition of Globalstar for its spectrum assets. Open‑source...
Dodd Kittsley on Why Active Management Is Back in Focus
Dodd Kittsley, director of ETF strategy at Davis Advisors, highlighted a resurgence of active management as markets become increasingly concentrated and valuations stretch. He explained that the Davis Select U.S. Equity ETF (DUSA) uses a high‑conviction, fundamentals‑driven approach, holding only...
JSTC Shifts From Divestment to Collective Action
Adasina’s Social Justice All Cap Global ETF (JSTC) is redefining its role from a passive index fund to an activist collective‑action hub. The fund coordinates a coalition of 173 institutions that control about $1.14 trillion, giving it boardroom access typically reserved...
In a Defensive March, These Space Stocks Orbited Outperformance
The Procure Space ETF (UFO) outperformed the broader market in March, delivering over 20% year‑to‑date gains as investors gravitated toward defensive, mission‑critical space assets. Individual constituents such as Satellogic and Firefly Aerospace posted spectacular monthly returns of 81% and 48%,...
Bahl & Gaynor Income ETF BGIG Sees $1.5 Billion in Inflows
The Bahl & Gaynor Income Growth ETF (BGIG) attracted over $1.5 billion in net inflows during the week of March 29‑April 3, pushing its assets under management from about $2.06 billion to more than $3.5 billion. The fund’s high‑quality growth‑oriented dividend strategy, featuring holdings such...
Examine XBCI for Elevated Bitcoin Income Profile
The NEOS Boosted Bitcoin High Income ETF (XBCI) launched with a 30‑day SEC yield of 2.52%, targeting income‑seeking investors while retaining upside exposure to Bitcoin. The fund employs active management and tax‑loss harvesting to enhance after‑tax returns from spot Bitcoin...
Geopolitics, Inflation, & Crypto Resilience: What Advisors Need to Know
Markets faced heightened volatility as Gulf tensions revived oil price spikes and strained bond markets. The Federal Reserve confronts a mixed inflation picture, with the ISM manufacturing index hitting a four‑year high driven by input‑cost pressures, limiting rate‑cut flexibility. Meanwhile,...
Market Valuation, Inflation and Treasury Yields: March 2026
The latest analysis shows the P/E10 ratio has surged to 37.1, well above its historical average of 17.7, while inflation sits at 2.66%—inside the long‑standing “sweet spot” of 1.4%‑3.0%. At the same time, the 10‑year Treasury yield has risen to...
Altcoin Quality Matters
Bitcoin’s recent rally has pushed its market dominance higher, prompting many investors to sideline altcoins. CoinShares’ actively managed Altcoins ETF (ticker DIME) offers a curated basket of higher‑tier altcoins, allowing investors to capture upside without sifting through over 8,400 tokens....
Dividend Safety In Volatile Times
The CNN Fear & Greed Index has plunged into extreme‑fear territory, highlighting heightened market volatility in 2026. In this climate, dividend‑paying stocks attract income‑focused investors, but only if the payouts are sustainable. The article explains how the dividend payout ratio...
Money Market ETF Hits $22 Billion in Record Launch
ProShares launched the Genius Money Market ETF (IQMM) in late February, quickly amassing $22 billion in assets—making it the largest ETF debut of 2026. The fund is the first money‑market ETF structured to meet the Genius Act, a new federal framework...
Energy Security Drives Coal ETF Assets to Double in March
The Range Global Coal Index ETF (COAL) saw assets double in March as investors rushed into coal amid heightened energy‑security concerns triggered by the Persian Gulf conflict. COAL climbed just over 11% in the month and has delivered roughly 60%...
Beating the Crypto Winter: How Protected Bitcoin ETFs Won
Calamos Investments has launched three April‑dated protected Bitcoin ETFs—CBOA, CBXA and CBTA—that embed predefined downside protection while offering varying upside exposure through options. In the recent crypto‑winter slump, these structured funds delivered markedly less loss than traditional spot Bitcoin ETFs,...
Innovative ETFs: How Income ETFs Led in the First Quarter
Income ETFs that employ options strategies emerged as a top‑performing category in Q1 2026, driven by heightened global volatility and investor appetite for yield. Goldman Sachs' GPIX and GPIQ each attracted over $750 million in net inflows, pushing GPIX’s assets above...
ETF of the Week: FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR)
The FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR) was spotlighted on VettaFi’s "ETF of the Week" podcast, where Head of Research Todd Rosenbluth broke down its strategy with host Chuck Jaffe. GUNR tracks a Morningstar index that aggregates...
Make the KORP Call for Improved Corporate Bond Exposure
The American Century Diversified Corporate Bond ETF (KORP) offers active management in a market where investment‑grade corporate bonds provide higher yields than cash or Treasuries while default rates remain low. Tight credit spreads have made passive strategies less responsive, prompting...
If Value’s Back in Style, Consider This Value ETF
Value stocks have shown relative resilience this year, with the S&P 500 Value Index down less than 1% YTD while growth lagged nearly 9%. The WisdomTree U.S. Large‑Cap Dividend Fund (DLN) is up about 1% YTD, outperforming its benchmark and...
Healthcare Exposure Focused on Big Pharma? You’re Missing Out
The ROBO Global Healthcare Technology & Innovation Index (HTEC) offers investors a research‑driven way to capture disruptive health‑tech across nine subsegments, from robotics to genomics. It moves beyond traditional pharmaceutical or provider classifications by scoring companies on revenue from innovative...
Hybrid Finance: Why It Matters for Investors
Hybrid finance blends traditional financial infrastructure with blockchain‑based settlement, tokenisation and stablecoin layers, creating a unified ecosystem rather than a replacement. Major institutions such as BlackRock, Franklin Templeton and Visa are already deploying tokenised assets and stablecoin pilots, while stablecoin...
Get Enhanced International Equities Exposure in FENI
U.S. investors seeking broader international equity exposure now have Fidelity’s Enhanced International ETF (FENI) as a viable option. The fund charges a 0.28% expense ratio and employs a computer‑aided active strategy that invests at least 80% of assets in MSCI...
Magnifying Momentum: Month-to-Date Direxion Inflow Leaders
Direxion leveraged ETFs saw over $3.5 billion of net inflows in March, led by the 3X semiconductor fund SOXL with $1.98 billion. South Korea’s 3X bull ETF KORU attracted $765.6 million, while the homebuilders 3X fund NAIL added $245.3 million. Single‑stock leveraged products TSLL...
Does Systematic Indexing Top Market Timing in Crypto?
Bill Birmingham of Osprey Funds argues that systematic indexing can eliminate the psychological strain of crypto market timing by using disciplined rebalancing. He notes a recent 50% Bitcoin drawdown and low futures open interest, which have heightened advisors' hesitancy. Institutional...
Kara Swisher Talks Tech Regulation & AI at Exchange
Kara Swisher joined CNBC’s Bob Pisani to warn that a loosely regulated tech sector lets giants expand unchecked, citing past takeovers of music, media and social platforms. She contrasted the scant federal oversight of companies like Meta with the heavy...