Zephyr's Adjusted for Risk: Examining the AI Bubble - Opportunities and Risks Ahead

Published on January 26, 2026

Ryan Nauman and Jim Besaw discuss the investment outlook for 2026, focusing on whether the AI-driven market surge is sustainable.

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Magnificent 7 Companies Buoyed by Circular Investing Phenomenon

January 26, 2026
The circular investing phenomenon that is currently occurring among the Magnificent Seven companies is very similar to the Japanese Keiretsu concept. Under this business model, companies with interlocking business relationships and shareholders dominate a country’s economy.

The $100 Billion Sprint: Decoding the Early 2026 ETF Inflows

January 26, 2026
In 2025, despite representing just over 10% of ETF assets, actively managed ETFs gathered nearly one-third of all ETF inflows. Investors increasingly turned to discretionary active equity and fixed income ETFs and not just index-based ETFs. That has persisted thus far in 2026, with active ETFs gathering 37% of new money.