The market is trying to hold a relief rally, but thematic leadership remains tactical: software, semis, travel beta, and select high-beta exposures are rebounding on off-ramp hopes, while precious metals and broad hard-asset hedges are losing sponsorship as positioning resets.
Thematic ETF Daily Trading Outlook Read More »
Thematic investing in 2026 has shifted from broad narrative-driven exposure toward disciplined allocation, with investors concentrating capital in AI infrastructure, dividend growth, and quality equities. This evolution reflects a preference for earnings visibility, resilience, and selective positioning amid macro and geopolitical uncertainty.
Thematic Equity Allocation in 2026: The Message From YTD Fund Flow Trends Read More »
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