Tactical Thematic ETF Positioning Report: Key Takeaways from our Short-term Fund-Flow Database
Geopolitical events have equities in correction, but underneath the surface there is a clear ongoing shift towards physical assets and infrastructure.
EMLP
Thematic ETF Daily Trading Outlook
March 13, 2026 Theme Signal The tape is still being driven by oil, rates, and Iran-war uncertainty, but beneath the surface the market is starting to separate resilient secular themes like AI infrastructure and software from balance-sheet and private-credit stress. Investment Digest U.S. equities finished sharply lower on Thursday, with stocks ending near session lows
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