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Thoroughly researched perspectives and commentary on the trends shaping global markets.
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Dec 04, 2025
2026 Outlook
Dec 01, 2025
Commodities Tracker: November 2025
Dec 01, 2025
The Next Big Theme: November 2025
2026 Outlook
Commodities Tracker: November 2025
The Next Big Theme: November 2025
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Articles
Exploring a range of subjects as diverse as our product lineup.
The Next Big Theme: December 2025
Dec 18, 2025 •
By
Ido Caspi
This month, we discuss disruptive trends in U.S. Electrification, AI, Defense Tech, AI Semiconductors, HealthTech and E-commerce.
Introducing AUAU: The Case for Gold Miners
Dec 10, 2025 •
By
Kenny Zhu
AUAU offers passive exposure to companies involved in the global gold mining industry by tracking the NYSE Arca Gold Miners Index.
Monthly Covered Call Commentary: December 2025
Dec 09, 2025 •
By
Robert J. Scrudato
Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments.
Quarterly Preferred Report: Q3 2025
Dec 09, 2025 •
By
Robert J. Scrudato
Our quarterly preferred report details the main characteristics, yields, and performance of our preferred securities funds.
Active Solutions for U.S. and Emerging Market Bond Exposure
Dec 05, 2025 •
By
Robert J. Scrudato
and
W. Malcolm Dorson
We believe the fixed income investment narrative still has legs, and GXIG and EMBD deliver active exposure with ETFs’ liquidity and transparency.
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