Clients Nearing Retirement? Try This New Flavor of Income ETFs

Published on July 7, 2026

Right now, advisors are facing a massive generation of clients trying to navigate retirement. That’s challenging enough, but with inflation and the cost of living rising, assuaging those clients’ concerns and delivering for them has become much trickier. Income ETFs can help meet those clients’ goals, with new, daily covered call ETFs an appealing option.

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What’s Hiding Beneath the Market’s Headline Returns?

July 7, 2026
The S&P 500’s recent advance is masking a more dynamic story for US equity investors. Market winners remain confined to a tight clique of AI-related technology stocks, yet more companies are showing attractive fundamentals. For active equity investors, we believe this points to a more diversified and differentiated opportunity set ahead.

A Growing Divide in Leveraged Finance

July 7, 2026
Higher rates, weaker underwriting, and software concentration are exposing vulnerabilities in direct lending and leveraged loans, while high yield bonds appear better positioned.