DGRO

Factor Friday | Thematic Edition: Value Leads the Scoreboard, AI Reclaims the Tape

AI, Analysis, Cyber, Infrastructure, Natural Resources, Technology, Thematic Insights / Patrick Torbert / AIQ, AMLP, ARKQ, BAI, BOTZ, CGDV, DGRO, FCG, ICLN, IGV, KOPX, MLPX, MTUM, OIH, PAVE, PDP, POWR, QCLN, ROBO, SCHD, SKYY, SPMO, VIG, VYM, XOOP

For thematic ETF investors, the better question is not “Growth or Value?” It is which Growth, and which Value? The Growth side is AI infrastructure, semiconductors, software, robotics, and momentum. The Value side is dividend income, legacy energy, infrastructure, and selected real-asset exposure. The data argues for a barbell: participate in the AI-led rebound, but do not ignore the rate-and-inflation regime that put Value ahead in the first place.

Factor Friday | Thematic Edition: Value Leads the Scoreboard, AI Reclaims the Tape Read More »

AIQ, AMLP, ARKQ, BAI, BOTZ, CGDV, DGRO, FCG, ICLN, IGV, KOPX, MLPX, MTUM, OIH, PAVE, PDP, POWR, QCLN, ROBO, SCHD, SKYY, SPMO, VIG, VYM, XOOP

Thematic ETF Outlook Ahead of the FOMC: Fed Patience Meets AI Capex, Oil Inflation, and a Crowded Growth Rebound

Analysis, Thematic Insights / Patrick Torbert / AIQ, AMLP, ARKK, BAI, CGDV, DGRO, GRID, ICLN, IFRA, IGV, MLPX, OIH, PAVE, QTUM, SCHD, SMH, SOXX, TAN, VNQ, VYM, XOP

A patient Fed leaves thematic ETF investors balancing AI infrastructure strength against oil-driven inflation risk. Recent flows favor a barbell of semiconductors, grid infrastructure, dividend income, energy, and MLPs while trimming extended software and speculative growth themes into today’s decision.

Thematic ETF Outlook Ahead of the FOMC: Fed Patience Meets AI Capex, Oil Inflation, and a Crowded Growth Rebound Read More »

AIQ, AMLP, ARKK, BAI, CGDV, DGRO, GRID, ICLN, IFRA, IGV, MLPX, OIH, PAVE, QTUM, SCHD, SMH, SOXX, TAN, VNQ, VYM, XOP

Tactical Thematic ETF Positioning Report: Key Takeaways from our Short-term Fund-Flow Database

Analysis, Thematic Insights / Patrick Torbert / AMLP, BKCH, CRPT, DAPP, DGRO, EMLP, ESGU, ESGV, GLD, IGF, IGV, ITA, KRBN, PAVE, PPA, QQQ, SCHD, SLV, SMH, SOXX, SPMO, VUG, VYM, XOP

Geopolitical events have equities in correction, but underneath the surface there is a clear ongoing shift towards physical assets and infrastructure.

Tactical Thematic ETF Positioning Report: Key Takeaways from our Short-term Fund-Flow Database Read More »

AMLP, BKCH, CRPT, DAPP, DGRO, EMLP, ESGU, ESGV, GLD, IGF, IGV, ITA, KRBN, PAVE, PPA, QQQ, SCHD, SLV, SMH, SOXX, SPMO, VUG, VYM, XOP

Factor Friday | Thematic Edition: Value Leads the Scoreboard, AI Reclaims the Tape

Thematic ETF Outlook Ahead of the FOMC: Fed Patience Meets AI Capex, Oil Inflation, and a Crowded Growth Rebound

Tactical Thematic ETF Positioning Report: Key Takeaways from our Short-term Fund-Flow Database

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