Investors are facing a period of historically high concentration in the S&P 500 Index headed into 2026, with a small number of mega-cap technology and AI-related companies dominating the index’s performance and risk. That’s leading more investment managers to advise clients as part of an annual portfolio review process to pay extra attention to opportunities…
A Broadcom circuit board for chip testing is pictured during a lab tour as Broadcom prepares to launch new optical chip tech to fend off Nvidia in San Jose, California, U.S., September 5, 2025. Brittany Hosea-small | Reuters Broadcom shares rallied 11.1% on Monday, making it the S&P 500’s top performer of the day, as…
A recent decision by the Securities and Exchange Commission to begin allowing fund companies to create ETF share classes of traditional mutual funds is expected to lead to a flood of new ETFs on the market, but State Street‘s fund management arm, State Street Investment Management, has other ideas. The ETF giant, which manages roughly…
Passive investing through exchange-traded funds may be losing its appeal. Tidal Financial Group Chief Revenue Officer Gavin Filmore finds many of his clients are no longer satisfied with buying popular ETFs tied to market indexes. “I think investors are looking beyond just the let’s call it the ‘VOO and chill approach’ where you just buy…
