At ETF Exchange 2026, TMX VettaFi caught up with Dave Mazza, CEO of Roundhill Investments, to discuss the firm’s evolving strategy for ETF innovation in a market that’s continuously seeking specialized exposure.
Investors have no shortage of metrics to evaluate equities, but not all measures capture the same economic reality. In an environment defined by elevated capital spending and market concentration, earnings-based measures may not fully reflect how efficiently companies convert investment into cash.
Investors have taken notice of the eye-popping federal commitments to new nuclear capacity in the U.S. in recent months. Headlines have focused on massive reactor-deployment partnerships and loan authority in the hundreds of billions.
Today, Vanguard decided to join the target-maturity party, launching a suite of corporate bond ETFs designed to assist investors with bond laddering. Vanguard’s entry is significant due to its massive distribution scale in tandem with its low-cost reputation.
Weight loss pills and treatments have exploded in popularity since GLP-1 drugs hit the market. From Ozempic to Wegovy, those pills have changed the lives of countless people around the world. They’ve also paid dividends to the companies that produce them.
The actively managed fund charges a 0.65% expense ratio and uses an options overlay designed to generate income while managing volatility. Energy makes up 45.87% of the fund’s sector allocation, followed by information technology at 25.83%, industrials at 16.43% and utilities at 11.87%, according to the factsheet.
As the ETF industry witnessed expansive growth during the past decade, providers have been engaging in a fee war as competition heats up. Industry giants like Vanguard and BlackRock have slashed expense ratios to near-zero, but that era of fee compression could be reaching an inflection point.
The Amplify Video Game Leaders ETF (GAMR) hit the reset button this March. With 22 constituent adjustments, the rebalance goes beyond just routine maintenance. It’s a tactical recalibration designed to capture a shifting global landscape and lean back into core gaming fundamentals.
An aging population is leading to a profound demographic shift known as the “Silver Tsunami.” With more Baby Boomers reaching retirement age, the demand for senior living facilities and medicinal innovation is increasing.
The conversation about automation is still stuck in 2016. “Robots are coming for your job.” But look at what’s actually happening in the countries that leaned into robotics.
Artificial intelligence will reshape how asset management firms operate, but the biggest obstacle isn’t technology, it’s getting people to change how they work, according to VanEck CEO Jan van Eck.
Uncertainty persists in 2026, affecting the broader fixed income market. Collateralized loan obligations (or CLO) have emerged as a viable option with the advent of exchange-traded funds (ETFs), which have democratized access to retail investors.
T. Rowe Price is leveraging three decades of private equity experience to give active ETF investors access to companies at the core of artificial intelligence, including OpenAI, Anthropic, and Databricks, according to Christopher Murphy, head of ETF specialists at the firm.
The Securities and Exchange Commission should focus on enabling retail investor access to innovation rather than limiting products through merit-based judgments, according to Commissioner Hester Peirce. In a discussion with Todd Rosenbluth, head of research at TMX VettaFi, during the Exchange conference in Las Vegas, Peirce shared insight from her term at the SEC and examined the agency’s role moving forward.
Some forms of technical analysis are often too much “inside baseball” for many investors. However, the concept of moving averages is one of the most important technical indicators and an easier one to grasp.
Economic dislocations create opportunities. While many market watchers are seriously concerned about the microshifts in markets and stocks, others may see the opportunities that emerge when oil prices spike.
Rob Arnott, founder & chairman of Research Affiliates, took part in a session at Exchange 2026 to discuss this, his views on growth opportunities, and more. Roxanna Islam, CFA, CAIA, head of sector & industry research at VettaFi, moderated the session.
For decades, the 60/40 portfolio was the gold standard for balanced investing. However, as correlations between stocks and bonds fluctuate and traditional safe havens face new pressures, advisors are looking toward alternatives to increase portfolio efficiency.
With 2026 now in full swing, it’s time to announce the global podium for robotics — brought to you by the ROBO Global Robotics and Automation Index (ROBO).
International equities — non-U.S. equities — brought in a record $60 billion in January. Investors are looking abroad for their investment opportunities amid domestic uncertainty like significant concentration risk, Fed questions, and policy concerns.
The Procure Space ETF (UFO) has entered 2026 with significant momentum as investor enthusiasm around the commercialization of space continues to build.
As advisors explore 2026 ETF Trends, Exchange presented a session covering top-of-mind stories. The session featured members from Women in ETFs, that inlcuded J.P. Morgan’s Julie Abbett, American Century Investments’ Cleo Chang, Fidelity Investments’ Lubna Lundy, and moderator Roxanna Islam from VettaFi, who unpacked the state of ETF markets in 2026.
As artificial intelligence (AI) infrastructure debt floods bond markets, investors face a new risk landscape shaped by complex financing structures and potential overbuilding across the data center ecosystem.
Supported in part by a growing U.S. defense budget, legacy aerospace and defense ETFs are performing admirably. A trio of those funds each have more than doubled over the past three years.
State Street Investment Management is continuing its push into the intersection of public and private credit with the launch of a new ETF.
Soaring oil prices and the military conflict in Iran are among the primary reasons the MSCI EAFE Index is off nearly 6% over the past month.
Japan is a major oil importer. That explains the vulnerabilities of the country’s equity market to conflict in Iran. Over the past month, the MSCI Japan Index is off about 2%.
2026 has kicked off with investors on the lookout for opportunities in a broadening market. While tech remains an important part of countless investor portfolios, it’s not the only category offering opportunities.
Global conflict has erupted in 2026, from South America to the Middle East. With energy at the center of the picture, markets face potentially serious volatility.
Data center developers plan to reduce their reliance on utility grids by investing in onsite power for rapidly scaling facilities. The shift creates opportunities for electrification infrastructure providers as energy independence takes on new urgency.
Thematic exchange traded fund assets in the U.S. have surged from $22 billion in 2015 to over $193 billion today, but not all thematic funds deliver on their promises, according to a new FactSet analysis.
As investors navigate an increasingly complex market, the demand for sophisticated, outcome-oriented ETF strategies has reached a significant inflection point. Goldman Sachs Asset Management is seeing strong success in this space, evolving its suite of derivative-based ETFs to meet the diverse needs of modern portfolios.
As the market continues to move deeper into the first quarter of 2026, the fixed income landscape calls for more stability.
Amid perceived artificial intelligence (AI) threats, cybersecurity stocks are enduring quite a rough patch. However, there are alternative viewpoints.
The most-read articles on Advisor Perspectives for February covered an eclectic mix of interesting topics, ranging from whether money can buy happiness to what a depreciating dollar could mean for investors.
Artificial intelligence has become one of the defining investment themes of this cycle. Yes, we may be hearing about the AI pullback as a valuation reset. However, that doesn’t change the underlying scale of adoption for this theme. And that’s evident even “under the hood” of ETFs.
February data shows investors abandoning growth strategies for cyclical sectors as value funds attract $15 billion in new assets.
Energy is among the smallest sectors in the S&P 500, representing only about 3.5% of the benchmark’s sector allocations, and yet, it’s energy that’s capturing investor attention this year. A big part of the story centers on oil and natural gas, now in sharp focus due to an ongoing conflict in the Middle East.
The AI narrative often centers on the limitless potential of software. However, the real-world trajectory of the technology is increasingly dictated by rigid physical limitations: copper wiring and data center temperature control.
The U.S. ETF market has reached a tipping point. With nearly 5,000 funds now trading—officially outnumbering listed stocks — the industry is flooded with complexity.
Energy is dominating headlines on escalating geopolitical tensions in the Middle East. Following military strikes over the weekend, disruptions in the Strait of Hormuz — a chokepoint responsible for roughly 20% of global oil flow— have sent markets into a risk-off frenzy.
Strong performance and dividend yields amid volatility — typically, an investor may need to sacrifice one in order to maximize the other.
Artificial intelligence-themed companies certainly propelled the stock market to greater heights in 2025. Near the tail of end of the year, however, market experts questioned whether certain companies benefiting from the AI theme had the underlying fundamentals to support their lofty valuations.
Small-caps and the related equities have found their respective grooves. The fact that the Russell 2000 Index is higher by more than 7% year-to-date confirms this. On the surface, the small-cap resurgence is good news.
Last year’s market surge wasn’t built on hype. New research from Alger shows that AI spending and the accompanying infrastructure buildout drove corporate earnings higher, with fundamentals doing the heavy lifting rather than investor sentiment alone.
2026 offers plenty of opportunity in tech investing once again following a breakout year for tech AI tech in 2025. Inventors want that tech upside, but this year could behoove investors to diversify outside of AI hyperscalers.
Almost 1,000 active ETFs launched in 2025, but did their performance substantiate the demand? Across the universe of funds, active managers for ETFs and mutual funds found that outperformance was elusive compared to their passive peers based on the latest Morningstar US Active/Passive Barometer report.
On a recent episode of Road to Exchange, VettaFi Head of Research Todd Rosenbluth interviewed Jennifer Morgan, Founder & CEO of Connective Communications. Morgan is slated to bring her “Storyselling” workshop to the Exchange Conference.
2026 may already be more than a month in, but advisors and investors are still quite keen to navigate the complex geopolitical market in order to find the most opportune investment opportunities.
In a notable shift for the start of 2026, the S&P 500 is experiencing a divergence in factor performance. Typically, high beta (aggressive, high-risk) and low volatility (defensive, safe-haven) factors sit on opposite sides of the seesaw. When one goes up, the other usually comes down.
