Not a Good Report on Personal Income and Spending in May

Published on July 1, 2025

Chief Economist Eugenio J. Alemán discusses current economic conditions.

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Thematic ETFs in 2025: What’s Next?

July 1, 2025
Thematic investing has experienced cycles of popularity over time. In less cautious market environments, investors often turn their attention to ambitious ideas — such as disruptive technologies or other transformative future trends — looking beyond traditional equity ETFs.

ETFs Are Evolving—Is Your Portfolio Strategy Keeping Up?

July 1, 2025
In a recent newsletter, we explored the explosive growth of ETFs and the implications for portfolio construction. In this follow-up blog post, Lauren and I wanted to take that conversation a step further—diving deeper into how advisors can navigate the ever-expanding ETF universe while staying true to their investment philosophy.