233: How Active ETFs, Thematic Investing, and Market Dynamics Are Reshaping Portfolios - AMA with Jay Jacobs

233: How Active ETFs, Thematic Investing, and...

‏التالي

254: Alternative Investing: Finding Diversification in Volatile AI-driven Markets

Alternative investing is moving from a niche allocation to a core portfolio conversation. As volatility returns, interest rates reset higher, AI accelerates capital spending, and fiscal deficits expand, investors are reassessing what diversification really means. In a world where ...  عرض المزيد

253: Emerging Markets: How Investors are Responding to Shifting Global Paradigm

Emerging markets are back in focus in 2026 — not just as a cyclical trade, but as investors reassess performance leadership, diversification, and where growth is showing up in a shifting global paradigm. After a long stretch of disappointing returns, emerging markets have started ...  عرض المزيد

‏حلقات موصى بها

Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?
Investing Insights

Investors are piling into global gold ETFs for a safe haven from uncertainty. Demand surged in the first half of 2025, according to a new report from the World Gold Council. The industry trade group points to geopolitical turmoil, global trade policies, and higher gold prices ...

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Warren Buffett’s Real Estate vs. Stocks Strategy & Thoughts on Bitcoin
Earn Your Leisure

<span>In this enlightening clip, join Rashad Bilal, Troy Millings, and Ian Dunlap as they break down Warren Buffett’s investment preferences and debate the classic question: stocks or real estate? The trio dives into public records showing Buffett famously owns just one home a ...

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3 Asset Classes That Could Raise Your Portfolio’s Risk Level
Investing Insights

Amy Arnott, a portfolio strategist for Morningstar Inc., explains why asset classes like REITs and high-yield bonds may raise a portfolio’s overall level of risk. She also discusses which areas investors should consider when building a diversified portfolio.

Benefit ...

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Talking Heads – Navigating ESG investing with ETFs
Investment Insights

Head of ETF Research Daniel Dornel discusses recent trends in investing through exchange-traded funds, including investors moving from ETFs with very selective ESG criteria to less selective ones to limit return deviations from the market index. He also tells Daniel Morris, Chief ...  عرض المزيد