Fintech

Everything that our team publishes has been through peer review. We candidly call out every opportunity we see to improve each other’s writing, from quibbling over word choices to challenging an essay’s entire premise.

As artificial intelligence transforms industries, investors face a critical question: How can they strategically approach investments in AI ETFs? Rene Reyna, head of Thematic and Specialty Product Strategy for ETFs at Invesco, offers valuable insights into navigating this complex landscape.

Markets continued their strong run last week before pulling back slightly as a flurry of tariff rhetoric hit the wires. It’s important to understand markets are rallying because they assume these tariff threats are more political posturing than lasting economic policy.

Emerging market (EM) countries are often generalized as all the same and driven by commodity prices. The reality can be very different. Here's what you should know about EM stocks now.

As the second quarter earnings season kicks into gear, Wall Street analysts are forecasting modest earnings growth of 4.8% for companies in the S&P 500.

Every year around this time, we update our Periodic Table of Commodities Returns to reflect the performance of raw materials in the first six months. I’m biased, but few tools do a better job of providing a clear, interactive picture of the commodities landscape than ours.

Tokenization of real assets might make liquidity problems even more obvious. Making assets digital doesn't mean they'll be easier to sell or trade. It could just highlight how hard they really are to sell, and it won’t change the market demand either.

ClearBridge Investments believes tariffs remain the key risk to corporate profits in the second half of the year and is less concerned about geopolitical events or the outlook for fiscal and monetary policy.

Most of us are not prepared for the incredible degree of change Artificial Intelligence (AI), combined with automation, is bringing to society.

The valuation of small-cap stocks relative to large caps remains historically attractive, and small-cap recoveries in the past have resulted in meaningful periods of outperformance.

Considering the spate of sizable inflows into spot bitcoin ETFs and the recent ebullience surrounding equities, some investors are vexed by recent lethargy displayed by the largest cryptocurrency.

After mid-level performance in Q1, financials sector earnings are seen slowing in Q2, according to analysts, though favorable signs like the yield curve could help margins.

In this month’s issue, Franklin Templeton Emerging Markets Equity explains how markets in many regions are weathering US policy uncertainty and offers an upbeat assessment of Vietnam after a recent research visit.

In this article, you’ll learn how to evaluate crypto ETFs with the same rigor you apply to traditional investment products.

A new era of regulation is bound to bring high hopes for the crypto bulls. House Republicans are now gearing up for “Crypto Week” – during which the committee has agreed to prioritize digital asset legislation and review several crypto-related bills.

Our long-time investors are probably wondering why we haven’t made any gains over the last 18 months.

The artificial intelligence investment landscape reached a critical inflection point in Q2 2025, with the ROBO Global Artificial Intelligence Index (THNQ) delivering exceptional returns of 24.4%.

Tariff volatility rocked markets for much of the second quarter, creating pressure on U.S. bonds and equities. In the challenging environment, rife with uncertainty and investor concern, a handful of funds generated significant performance.

How the Matthews Emerging Markets Equity Fund’s strategy helped it achieve outperformance during a historic period for global markets.

If you’ve been following the mainstream financial media lately, you might think the airline industry is in crisis. From headlines about tariffs and labor costs to geopolitical tensions and delays at Newark Airport, it sounds like air travel should be tanking.

We upgrade equities to neutral from underweight as falling interest rates and improving economic conditions in emerging markets offset uncertainty over US tariff policies.

It was a positive quarter for emerging markets equities.

Below, we recount highlights from constituents of the ROBO Global Robotics and Automation Index (ROBO) and the ROBO Global Artificial Intelligence Index (THNQ).

After a tumultuous few months, June of 2025 saw a strong rally which took global markets to (or close to) new highs. The rally was broad-based, with international and U.S. markets all up strongly.

Sharp U.S. policy shift and elevated uncertainty reflect an evolution of the new macro regime. What matters: getting a grip on uncertainty by identifying its core features.

Israel-Iran hostilities brought a short-term market focus on oil. Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.

With the first half of 2025 in the books, it’s been a very interesting six months — emphasis on “V” because the S&P 500 saw a nice V-shaped formation following the April sell-off. As markets always reveal, interesting times call for interesting ETF trends to follow.

When the Fed increased the M2 money supply by over 40% during the COVID crisis, our instinct was that the implications would extend far beyond a temporary boost to the U.S. stock market and higher inflation. That intuition is proving accurate. We’re now seeing the long-term ripple effects play out in real time across multiple asset classes and global markets.

The marathon Senate budget vote took center stage early and stocks slipped from yesterday's all-time highs. Job openings, Powell, and manufacturing data are top of mind.

Easing trade tensions and hopes the Senate could pass a budget gave stocks an early lift after Friday's record highs. The week is packed with jobs news and Powell talks tomorrow.

Readers of a certain age will no doubt recall President Ronald Reagan launching one of the most ambitious military buildups in American history.

Thematic investing has experienced cycles of popularity over time. In less cautious market environments, investors often turn their attention to ambitious ideas — such as disruptive technologies or other transformative future trends — looking beyond traditional equity ETFs.

This article will help you evaluate whether it’s still a good time for clients to gain Bitcoin exposure—even after its recent all-time high—and how to do so responsibly. You’ll learn how Bitcoin fits into a diversified portfolio, what leading financial institutions forecast for its future, and why spot Bitcoin ETFs offer a regulated, practical entry point for long-term investors.

Thematic ETFs are making a comeback, and one theme in particular dominates conversation. Artificial Intelligence remains top of mind for investors. TMX VettaFi’s Zeno Mercer and Todd Rosenbluth discussed the disruptive technology.

Until recently, commercial real estate appeared poised for a long-awaited rebound. However, 2025 has revealed a new reality: Uncertainty has become structural.

Until that US government debt-crisis moment arrives, which we will get through, things will muddle along.

Index futures inched upward premarket as the headline May PCE data landed in line with expectations, though the core data and annual figures were up slightly.