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Factor Friday: Interest Rates in Focus as Factor Leadership is in Potential Transition

Analysis, Factor Friday / / , , , , , , , ,

Since late March, falling Treasury yields have reflected more than softer macro expectations. ETF flows show investors already rotating for easier policy, favoring semiconductors, dividends, infrastructure, and selective real assets, while that very equity rotation may eventually limit how far yields decline.

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Thematic Thursday: Putting Thematic ETFs in a Risk on/Risk off Context

Thematic Thursday / / , , , , , , , , , , , , , , ,

October 23, 2025 Thematic investing has become a defining feature of modern portfolio construction. Rather than simply owning sectors, investors are targeting structural trends — from artificial intelligence and renewable energy to cybersecurity and space exploration — seeking asymmetric returns tied to long-term technological or policy shifts. Yet beneath the narratives, these themes differ sharply

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