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Saturday, 15 August 2026

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Model Portfolios Gain Momentum in 2026: How ETFs Fit In

How are advisors and investors looking at opportunities within model portfolios these days? Well, recent research seems to suggest that model portfolios in the U.S. are certainly picking up steam.

Traders May Want to Unite Behind This Healthcare ETF

In arguably quiet fashion, the healthcare sector is racing higher. Over the 90 days ending July 7, the largest basic healthcare ETF surged 12.41%. Shares of Dow component UnitedHealth Group Inc. (UNH) were even better o…

‘Mega-Rotation’ Could Lift This Income ETF

While some of the hottest artificial intelligence (AI)-adjacent trades have hit a rough patch recently, broader large-cap equity benchmarks remain near all-time highs — despite a brief pullback on July 7. That’s a sign …

Rate-Agnostic Income: Why Fed Moves Matter Less for CLOs

A common notion in the fixed income market surrounds rate decisions by the U.S. Federal Reserve as the primary pivot point for portfolio shifts. However, in the collateralized loan obligation (CLO) space, the rate conve…

The Hour-Long Project We Never Would’ve Started

We may often come off as skeptical about AI in this newsletter. Our skepticism is primarily centered on the AI capital spend and AI company valuations rather than the AI tools themselves, which we have found both useful…