Home
Latest Investment Insights Commentary
Agency Mortgage-Backed Securities Primer
Agency Mortgage-Backed Securities Primer - Third Quarter 2024 (8/9/2024)
View Website Archive
Alternatives Client Resource Kit
Alternatives Client Resource Kit – Third Quarter 2024 (11/26/2024)
Alternatives Client Resource Kit – 2023 (7/9/2024)
Alternatives Client Resource Kit – Fourth Quarter 2023 (1/5/2024)
Alternatives Client Resource Kit – Second Quarter 2023 (7/7/2023)
Alternatives Client Resource Kit – First Quarter 2023 (4/6/2023)
View Website Archive
Alternatives Update
Alternatives Update 3rd Quarter 2024 (10/23/2024)
Alternatives Update 2nd Quarter 2024 (7/23/2024)
Alternatives Update 1st Quarter 2024 (7/1/2024)
Alternatives Update 4th Quarter 2023 (2/1/2024)
Alternatives Update 3rd Quarter 2023 (10/19/2023)
View Website Archive
CEF Quarterly Commentary
Third Quarter 2024 (10/9/2024)
Second Quarter 2024 (7/12/2024)
First Quarter 2024 (4/11/2024)
Fourth Quarter 2023 (1/11/2024)
Third Quarter 2023 (10/18/2023)
View Website Archive
Client Resource Kits for Investment Themes
Wars Geopolitical Shocks & the Stock Market Client Resource Kit – Third Quarter 2024 (10/4/2024)
Falling Rates Client Resource Kit – Third Quarter 2024 (10/4/2024)
Dividends Client Resource Kit – Third Quarter 2024 (10/3/2024)
Recessions Client Resource Kit – Third Quarter 2024 (10/3/2024)
Rising Rates Client Resource Kit – Third Quarter 2024 (10/1/2024)
View Website Archive
Commercial Real Estate Tracker
Commercial Real Estate Tracker – 4th Quarter 2024 (11/14/2024)
Commercial Real Estate Tracker – 1st Quarter 2024 (1/30/2024)
View Website Archive
Equity Client Resource Kit
Equity Client Resource Kit - Third Quarter 2024 (10/3/2024)
Equity Client Resource Kit - Second Quarter 2024 (7/5/2024)
Equity Client Resource Kit - First Quarter 2024 (4/4/2024)
Equity Client Resource Kit - Fourth Quarter 2023 (1/4/2024)
Equity Client Resource Kit - Third Quarter 2023 (10/9/2023)
View Website Archive
Equity Newsletter
Equity Newsletter - 4th Quarter 2024 (10/15/2024)
Equity Newsletter - Third Quarter 2024 (7/22/2024)
Equity Newsletter - Second Quarter 2024 (4/11/2024)
Equity Newsletter - First Quarter 2024 (1/10/2024)
Equity Newsletter - Fourth Quarter 2023 (10/13/2023)
View Website Archive
ETF Data Watch
Asset Flows Monitor December 2024 Edition (12/10/2024)
Asset Flows Monitor November 2024 Edition (11/6/2024)
Asset Flows Monitor October 2024 Edition (10/7/2024)
Asset Flows Monitor September 2024 Edition (9/5/2024)
Asset Flows Monitor August 2024 Edition (8/5/2024)
View Website Archive
ETF Observations
A Potential Cure for Economic Uncertainty (8/22/2024)
Balancing Risk Amid Soaring Growth (6/4/2024)
Attractive Relative Valuations Bolster the Case for Cybersecurity (12/14/2023)
Infrastructure Spending, a Factory Construction Boom, and New Highs for AIRR (6/14/2023)
New Innovations and Global Trends Boost Case for Artificial Intelligence and Robotics (6/2/2023)
View Website Archive
First Trust ROI Podcast
Richard Bernstein - What Surprises Await Investors for 2025? (12/9/2024)
Dave Rutherford – Lessons in Leadership, Fear, and Success (11/25/2024)
Brian Wesbury - Post-Election Economic Insights (11/11/2024)
Bob Stein - Election Countdown: Assessing the Odds and Outcomes (10/28/2024)
Bill Housey – Why Have Longer-Term Interest Rates Increased Since the Fed Began Cutting Rates? (10/14/2024)
View Website Archive
Fixed-Income Client Resource Kit
Fixed Income Client Resource Kit – November 2024 (12/6/2024)
Fixed Income Client Resource Kit – October 2024 (11/7/2024)
Fixed Income Client Resource Kit – September 2024 (10/7/2024)
Fixed Income Client Resource Kit – August 2024 (9/9/2024)
Fixed Income Client Resource Kit – July 2024 (8/7/2024)
View Website Archive
Housing Tracker
Housing Tracker – Fourth Quarter 2024 (10/21/2024)
Housing Tracker – Third Quarter 2024 (7/12/2024)
Housing Tracker – Second Quarter 2024 (4/16/2024)
Housing Tracker – First Quarter 2024 (1/19/2024)
Housing Tracker – Fourth Quarter 2023 (10/11/2023)
View Website Archive
Income Insights
Income Insights 4th Quarter 2024 (10/11/2024)
Income Insights 3rd Quarter 2024 (7/9/2024)
Income Insights 2nd Quarter 2024 (4/5/2024)
Income Insights 1st Quarter 2024 (1/4/2024)
Income Insights 4th Quarter 2023 (10/6/2023)
View Website Archive
Inside First Trust ETFs
Investing in the Return of American Industry (10/14/2024)
New Vectors of Electricity Demand Add Urgency for Power Grid Expansion and Modernization (8/5/2024)
What’s Behind the Rise of Actively-Managed ETFs? (5/21/2024)
Getting Broader and Smaller in 2024 (2/16/2024)
With More Renewable Projects in Limbo, Are Grid Investments Still Needed? (11/17/2023)
View Website Archive
Market Minute
Market Minute - December 2024 (12/2/2024)
Market Minute - November 2024 (11/4/2024)
Market Minute - October 2024 (10/4/2024)
Market Minute - September 2024 (9/4/2024)
Market Minute - August 2024 (8/1/2024)
View Website Archive
Markets In Perspective Client Resource Kit
Markets in Perspective Client Resource Kit – Third Quarter 2024 (10/1/2024)
Markets in Perspective Client Resource Kit – Second Quarter 2024 (7/1/2024)
Markets in Perspective Client Resource Kit – First Quarter 2024 (4/1/2024)
Markets in Perspective Client Resource Kit – Fourth Quarter 2023 (1/2/2024)
Markets in Perspective Client Resource Kit – Third Quarter 2023 (10/2/2023)
View Website Archive
Municipal Market Insights
Municipal Market Insights – Third Quarter 2024 (10/14/2024)
Municipal Market Insights – Second Quarter 2024 (9/19/2024)
View Website Archive
Weekly Market Commentary
Week Ended December 6, 2024 (12/9/2024)
Week Ended November 29, 2024 (12/2/2024)
Week Ended November 22, 2024 (11/25/2024)
Week Ended November 15, 2024 (11/18/2024)
Week Ended November 8, 2024 (11/11/2024)
View Website Archive
Weekly Market Watch
Week of December 9th (12/9/2024)
Week of December 2nd (12/2/2024)
Week of November 25th (11/25/2024)
Week of November 18th (11/18/2024)
Week of November 11th (11/11/2024)
View Website Archive