You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. For the last couple of years, the stock market has been like the 1990s-era Chicago Bulls. Major ...
Anfield U.S. Equity Sector Rotation ETF has a strategy informed by "economic and business cycle forecasting," over- or underweighting S&P 500 sectors depending on their potential. AESR has slightly ...
5 charts on what’s benefiting from the ‘anything but AI’ trade and the rotation in the US stock market. It may be little more than two months old, but 2026 is already proving why diversification ...
The ETF market in 2026 is experiencing record product launches, rapid growth in active and thematic funds, and heightened investor interest in rotation strategies such as sector shifts, equal-weight ...
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PMT Q1 deep dive: Portfolio rotation and credit strategy emphasized amid revenue shortfall
Mortgage REIT PennyMac Mortgage Investment Trust (NYSE:PMT) in Q1 CY2026, but sales rose 84.7% year on year to $82.13 million. Its GAAP profit of $0.16 per share was 56.6% below analysts’ consensus ...
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