Exchange Traded Funds

Usually, when investors are investing in a tech stock these days, it’s because the company is well-positioned to benefit from embracing AI. Of course, AI adoption comes in multiple shades, such as new models, cloud computing, and more. However, while AI has created immense opportunities for investors and the global economy, it also contains some nefarious aspects, such as AI agents and AI-driven cyber attacks.

In Part I of Indexing Redefined, the foundational strategies comprising Research Affiliates’ fundamental indexing methodology (RAFI) were introduced. More specifically, the article explained how fundamental indexing differentiates itself from a traditional market-cap-weighted approach, and the risks involved in tying portfolio weights directly to stock prices. By decoupling weight from price and selecting/sizing/rebalancing holdings by real-world economic scale, RAFI establishes a disciplined framework that systematically trims overextended stocks and buys underappreciated businesses.

Two of the most significant government-led nuclear energy programs are illustrating how quickly the advanced nuclear field is expanding. The Nuclear Energy Launch Pad added 13 reactor and fuel cycle technology projects to its development pipeline. The U.S. Army

Advisors added ETFs faster last quarter, dropping commodities and crypto for technology, infrastructure and active funds, AdvizorPro finds.

In theory, the last several years should’ve been an ideal time to own Treasury Inflation Protection Securities (TIPS) and the related ETFs. However, the largest ETF in the category has gained just 4% since June 2025. While that is by no means a terrible performance, it pales in comparison to the nearly 30% return generated by the WisdomTree Inflation Plus Fund (WTIP)

I recently sat down in our New York office with Mannik Dhillon, president of investment franchises & solutions and head of ETFs for Victory Capital. We dove straight into one of the most compelling factor stories in the ETF marketplace today: free cash flow investing.

Rising equity concentration is prompting advisors to rethink portfolio construction. However, they also want to avoid simply swapping top-heavy market risk for new factor risks. For clients with low-cost-basis holdings, making significant changes poses tax and operational challenges. On a recent episode of the Crossing the Themes podcast, Danny Schwab, senior investment strategy advisor at SS&C ALPS Advisors, and Paul Baiocchi, head of fund sales & strategy, discussed how advisors are navigating these constraints.

As the month of August came to a close, the first index mutual fund got to celebrate a key milestone. The mutual fund in question is the

Last week ended with a major event, the Fed’s annual Jackson Hole conference. The conference arrived amid a confluence of factors, from new Fed Chair Warsh’s new approach to Fed signaling to the war in Iran and, most importantly, the specter of inflation. With the Fed looking more closely at the Fed rate situation amid those factors, now may be time to add some active bond ETF exposure.

On the final episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, sat down one last time to discuss the Direxion Daily NVDA Bull 2X ETF (NVDU) and the Direxion Daily NVDA Bear 1X ETF (NVDD) with Chuck Jaffe of Money Life. For this last episode, the pair discussed several topics related to the ETFs, in order to give investors a deeper understanding of it.