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The public offering of SpaceX sparked exactly the response many expected: a rush of ETF launches designed to capitalize on investor enthusiasm for one of the world's most closely watched companies.

More than a dozen SpaceX-linked ETFs came to market in the days surrounding the company's IPO, including leveraged products offering amplified exposure to the stock, thematic funds focused on the broader space economy, and strategies seeking to package the excitement surrounding commercial space exploration into an ETF wrapper.


The fixed income market is suffering from a massive perception problem. While many investors dismiss the asset class as terribly boring, historical data proves it remains the ultimate defensive mechanism against severe equity drawdowns. Kim Inglis of Raymond James notes that when equity markets struggle, fixed income reliably steps in to provide critical structural support. The mathematical relationship is clear: the larger the pullback in public equities, the stronger the performance of bonds.


The market is currently experiencing a severe tug-of-war between macroeconomic fear and corporate profitability. Recent inflation data triggered a harsh reaction from investors who are increasingly terrified that the Federal Reserve will be forced to hike rates rather than cut them. William Cafero of Wealth Enhancement notes that the sustained high price of oil guarantees inflation will remain a persistent issue for the consumer. However, the absolute worst mistake an allocator can make right now is attempting to time the market by fleeing to cash.


Infrastructure investing has evolved beyond roads, bridges, and utilities.

According to Harry Boyle, Portfolio Manager at Impax Asset Management, the modern infrastructure opportunity now spans everything from digital communications and electric vehicle charging networks to water systems, healthcare facilities, and the electrical grid itself.



The traditional approach to passive index investing masks a brutal structural reality within equity markets. Diana Philip of Baillie Gifford exposes an uncomfortable truth regarding long-term wealth creation. Between 1926 and 2025, U.S. public equities generated an incredible $91 trillion in net shareholder wealth. However, almost 60% of the nearly 30,000 listed companies over that century delivered lifetime returns that were worse than U.S. T-bills.


The results are in for Asset TV's latest Canada benchmarking report, highlighting the most-watched content in May 2026. Franklin Templeton secured the top spot as the most-watched company, driven largely by the massive institutional demand for its Energy Outlook segment, which also claimed the most-watched video honors. S&P Dow Jones Indices, BlackRock, CIBC, and CBO followed closely in viewership.


Active ETFs continue to attract investor interest and dollars, and now one of the industry's most established active managers is joining the market.

Baillie Gifford has launched its first actively managed ETF suite in the United States, introducing four new equity strategies spanning global growth, international equities, and emerging markets.


The most critical signal in the equity market is no longer market capitalization; it is the physical velocity of capital. The S&P Dow Jones Indices team has released a new Sector Liquidity Monitor, revealing a massive shift in how investors are expressing tactical views. Anu Ganti of S&P Dow Jones Indices highlights that trading volumes tied to sector ETPs and futures have exploded, with over $600bn in notional volume exchanging hands in a single month.


The U.S. economy is actively splitting in two. The stock market is violently disconnected from the macroeconomic reality experienced by the average consumer. Peter Tuchman of the New York Stock Exchange warns that oil sustaining prices above $100 a barrel for an extended period has effectively flatlined GDP growth. Middle America is currently trapped in a localized recession, battling the persistent cost of energy that inflates the price of everything from daily groceries to complex AI infrastructure.


Thematic ETFs have traditionally focused on technologies or industries, but Defiance ETFs is taking a different approach with the launch of the Defiance Autism Impact ETF (ticker: $ASD), a fund designed to invest in companies supporting autism spectrum disorder and the broader neurodivergent community.