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Saturday, 31 October 2026

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Midstream ETFs Gather $1.1B in Flows Amid Energy Volatility

Midstream ETFs have recorded consistently strong flows in 2026. The segment has a track record of generating attractive income for investors. Key Takeaways The Alerian MLP ETF (AMLP) and the Alerian Energy Infrastructur…

Breaking the Bond Fever!

Confluence Investment Management offers various asset allocation products, which are managed based on “top down,” or macro, analysis. We publish asset allocation thoughts on a bi-weekly basis, updating the report every …

Invesco Taps BlackRock’s Tim Clavin for ETF Capital Markets

Invesco has hired a BlackRock ETF trading executive to lead its ETF capital markets team in the Americas. Key Takeaways: Tim Clavin moves to Invesco after about two years at BlackRock and nearly a decade at Vanguard. Eq…

Embracing Complexity: Options Strategies See Greater Demand

One of the trends noticed during the ETF Exchange event in Las Vegas, Nevada, earlier this year was embracing complexity. Advisors are no longer hesitant to offer their clients alternative strategies for downside protec…

Rising Rates Not a Dealbreaker for Stocks

Summary A 5% 10-year rate is not a dealbreaker for stocks. Strong earnings growth can overcome rising rates. With the Fed now engaged, we think long rates are close to peaking. This week the 10-year Treasury yield cross…

Long Bonds vs. Derivative Income: The Income Dilemma

When pursuing income in today’s market, are investors better off allocating to long-dated bond funds or derivative-income ETFs? That question was center stage at a Future Proof panel, posed by my friend, ETF industry ve…

Multi-Factor Strategies Strike Back: The RAFI Approach

Highly concentrated capitalization-weighted indices have exerted their market dominance within the past decade, but multi-factor investing is striking back. A recent analysis by RAFI Indices highlighted the strategy’s r…

NTHM ETF Rotates Into Midstream Energy & GLP-1 Healthcare

The NBI Thematic Rotation ETF (NTHM:TSX) has completed its latest portfolio rebalance, pivoting away from broad tech and industrial momentum to channel capital into midstream energy infrastructure and GLP-1 weight-loss …

Testing the Limits of Higher Yields.

Christopher Gatlin was arrested for a brutal assault he didn’t commit after AI Face Recognition Technology (FRT) said he matched the suspect. He spent 17 months behind bars, and clearing his name took two years. As of M…

How Share Buybacks Can Create Compelling Value Trades

Broadly speaking, there are plenty of different metrics that analysts and investors can employ when trying to determine whether a stock is undervalued or not. Key Takeaways: There are many methods to identify a good val…

Beyond the Growth-Value Divide: All-Weather Core QVML

For years, investors have found themselves caught in a relentless tug-of-war between high-flying growth stocks and the steady, albeit often overlooked, appeal of value investing. As recent market rotations have vividly …

After the Hike: Fixed Income ETF Money Trail

Markets have dealt with serious whiplash from the Federal Reserve’s dramatic policy pivot this year. In just six months, the Fed funds futures market went from pricing in two rate cuts totaling 50 basis points to now pr…

How Active Tech ETF TTEQ Smashed Its Benchmark

Active ETFs have exploded in popularity in recent years, driving more and more ETF launches overall. Despite their comparatively smaller overall AUM among ETFs, they’ve gathered an outsized amount of flows. Within that …

ETF Prime: VettaFi’s Focus on Fundamental Indexing

VettaFi’s acquisition of RAFI Indices and the case for fundamental indexing were the focus on this week’s ETF Prime. Host Nate Geraci welcomed Tom Hendrickson, president of TMX VettaFi. He was followed by Rob Arnott, ch…

High Beta, Short Supply: The Drivers of Silver’s New Rally

Much like gold, the price of silver saw significant growth across the month of August. Key Takeaways: Silver and gold both saw their spot prices increase in August, but insights from Sprott note that silver’s price rose…

Some Perspective on Inflation

Since regaining the Oval Office in early 2025, President Donald Trump has repeatedly called for lower interest rates1 and severely criticized former Federal Reserve Board Chair Jerome Powell’s cautious approach to inter…