Ben Hernandez

Exposure to critical minerals, specifically rare earths, provides an opportunity for investors to capitalize on growth and diversify their portfolios simultaneously. However, there are also geopolitical implications that investors should know about as well. In particular, more nations are reducing their reliance on China. The Critical Minerals Framework between the United States and Australia highlighted this global shift.

Collateralized Loan Obligations (CLOs) were once the domain of institutional finance. However, the advent of ETFs have democratized access to this specialized corner of the structured credit market. Today, CLO ETFs have seen record-breaking inflows of approximately $6 billion this year alone and counting [1], signaling a retail renaissance. John Kim, CEO of Reckoner Capital Management, joined Kirsten Chang, TMX VettaFi Senior Industry Analyst, in a Q2 Market Outlook Symposium.

For many years, the playbook for getting fixed income exposure was to simply buy a passive index fund tracking the broad market and letting it ride. However, shifting central bank monetary policy, bond market volatility, and other factors exposed the structural limitations of passive fixed income. As such, investors are increasingly looking to unshackle themselves from the traditional, capitalization-weighted indexes and into active fund opportunities that can offer greater flexibility with of course, more yield.

The multi-trillion-dollar space economy hit warp speed after the highly anticipated public debut of SpaceX (SPCX) on the Nasdaq last week. In a move that highlights the shifting dynamics of passive thematic investing, the Procure Space ETF (UFO) added a stake in the commercial aerospace pioneer (6.17% as of June 7, 2026), which makes it the top holding.

The fixed income environment continues to project uncertainty, as higher-for-longer interest rates persist amid sticky inflation. With that, investors may want to lean on the expertise of active managers when deciding between an active and indexed fund.

A “slow-moving avalanche” was a phrase thrown around at the ETF Exchange 2026 event earlier this year to describe the prospect of ETF share classes making their way through the market. Just days later, Dimensional Fund Advisors launched the first actively managed ETF share class with the official listing of the

The Nasdaq 100 implemented its June quarterly rebalance, which shifts the tide for “the Qs.” Namely, the Invesco QQQ Trust (QQQ) and its cost-efficient sibling, the Invesco Nasdaq 100 ETF (QQQM). This standard indexing procedure in the Nasdaq’s biggest names typically triggers a massive, multi-billion-dollar wave of automated portfolio realignments across the globe. Of course, many investors are wondering if the latest rebalance will also include a certain aerospace company that’s been generating much buzz as of late: SpaceX.

In the current economic landscape, forward-looking stock narratives take a backseat to sustainable cash generation. That’s why the search for growth opportunities requires a strict screening methodology such as one inherent within the Victory Free Cash Flow Growth Index (the ‘Index’), which the VictoryShares Free Cash Flow Growth ETF (GFLW) tracks.

New U.S. Federal Reserve chair Kevin Warsh certainly has his work cut out for him. An overheated economy that once expected rate cuts is now facing the possibility of rate hikes, pushing bond-reliant fixed income investors to find alternate paths to yield. Private credit could offer that solution.

High-flying IPOs, momentum, high-beta, and growth are making it appear as though value is no longer in style. However, as famed value investor Seth Klarman said in a recent Bloomberg interview, value opportunities are always lurking in the background even in today’s market.