ETFs & Nvidia: Midterms, Investigations & Dip Buyers

Published on November 12, 2026

High-interest areas like cryptocurrencies and AI-related stocks have faced renewed volatility following the midterm elections, while the recent investigation into Nvidia Corporation (NVDA) has introduced additional unexpected uncertainty for the technology sector and broader equity markets.

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Super El Niño: The 30,000-Foot View for Investors

November 12, 2026
El Niño is a climate phenomenon, but its effects transcend the weather map. Driving wide shifts in rainfall and temperature, it can disrupt everything from agriculture to monetary policy, ultimately affecting companies, sovereign issuers and asset prices.

Quality Check-in

November 12, 2026
For many investors, the allocation to fixed income is intended to be the ballast of the portfolio with a primary objective of preserving wealth. Investment-grade bonds, which are those with ratings of Baa3/BBB- or higher, typically make up most, if not all, of many fixed income allocations.