SPMO

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 Pulse: Risk Appetite Is Still Alive, but Leadership Is Narrowing Around AI Infrastructure, Power Demand, and Energy Hedges

AI, Analysis, Consumer, Crypto, Health Innovation, Infrastructure, Technology, Thematic Insights / Patrick Torbert / BAI, GLD, GRID, IGV, ITB, SMH, SPMO, XBI

Thematic risk appetite remains intact, but leadership is narrowing toward AI compute, software, smart grid, infrastructure and energy hedges. FactSet flows favor semiconductors and electrification, while higher rates, oil shocks and geopolitics raise the hurdle for speculative growth trades today

Thematic Pulse: Risk Appetite Is Still Alive, but Leadership Is Narrowing Around AI Infrastructure, Power Demand, and Energy Hedges Read More »

BAI, GLD, GRID, IGV, ITB, SMH, SPMO, XBI

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 Pulse: Risk Appetite Is Still Alive, but Leadership Is Narrowing Around AI Infrastructure, Power Demand, and Energy Hedges

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

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