Richard Bernstein draws on over four decades of investment experience to offer insights on how to navigate risks and opportunities amid soaring economic uncertainty and market volatility.

• Net inflows for US-listed ETFs totaled $86.5 billion in May, bringing total ETF assets under management to $10.9 trillion. 
  
  
• Equity ETFs had net inflows totaling $43.0 billion in May, bringing trailing 12-months (TTM) net inflows to $784.4 billion. Active equity ETFs accounted for $19.9 billion in net inflows in May, compared to $23.1 billion in net inflows for passive equity ETFs. Total AUM in actively managed equity ETFs was $630.2 billion, accounting for 7.4% of all equity ETF assets ($8.54 trillion), as of 5/31/25. 
  
  
• Fixed income ETFs had net inflows totaling $37.5 billion in May, bringing TTM net inflows to $354.9 billion. Active fixed income ETFs accounted for $10.5 billion in net inflows in May, compared to $27.1 billion in net inflows for passive fixed income ETFs. Total AUM in actively managed fixed income ETFs were $345.0 billion, accounting for 17.8% of all fixed income ETF assets ($1.94 trillion), as of 5/31/25. 
  
  
• Commodities ETFs had net outflows totaling $1.8 billion in May, bringing TTM net inflows to $20.7 billion. Precious metals ETFs (-$1.3 billion) had the largest net outflows for the month. 

Dividend paying stocks with sustainable and increasing payouts represent an attractive opportunity in today’s market, in our view. The S&P 500 Index has returned 59% from the beginning of 2023 through the end of May 2025. Growth stocks measured by the S&P 500 Growth Index have led the way with an 81% return over that period. Yet dividend stocks have lagged both indices significantly. The Dow Jones U.S. Select Dividend Index is up only 20% during that time. We believe there are several good reasons to increase exposure to dividend paying stocks today.

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Bob Carey discusses his long-term outlook for equity markets as the baby boom generation ages. He also weighs in on potential near-term drivers of equity market performance, including tariffs, regulations, and the “one big, beautiful bill”.

Equity market volatility has surged in 2025 amid the Trump administration’s rapidly evolving tariff policies and global retaliatory measures. While volatility can be unsettling, we believe long-term investors can capitalize on market dislocations by targeting investment themes with strong secular growth drivers. In our view, U.S.-focused manufacturing and industrial stocks, many of which can be found in the First Trust RBA American Industrial Renaissance® ETF (AIRR), are well-positioned to outperform as policy uncertainty fades.

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Ron Pernick is the founder of Clean Edge, a firm specializing in thematic research surrounding clean energy, transportation, water, and the power grid.  In this episode, we discuss the evolution of these themes and how a new administration may impact their continued growth.

• Net inflows for US-listed ETFs totaled $53.7 billion in April, bringing total ETF assets under management to $10.30 trillion.
  
  
• Equity ETFs had net inflows totaling $32.2 billion in April, bringing trailing 12-months (TTM) net inflows to $806.4 billion. Active equity ETFs accounted for $16.7 billion in net inflows in April, compared to $15.5 billion in net inflows for passive equity ETFs. Total AUM in actively managed equity ETFs was $579.3 billion, accounting for 7.2% of all equity ETF assets ($8.03 trillion), as of 4/30/25.
  
  
• Fixed income ETFs had net inflows totaling $12.3 billion in April, bringing TTM net inflows to $343.1 billion. Active fixed income ETFs accounted for $1.9 billion in net inflows in April, compared to $10.4 billion in net inflows for passive fixed income ETFs. Total AUM in actively managed fixed income ETFs were $335.3 billion, accounting for 17.5% of all fixed
  income ETF assets ($1.92 trillion), as of 4/30/25.
  
  
• Commodities ETFs had net inflows totaling $3.8 billion in April, bringing TTM net inflows to $22.3 billion. Precious metals ETFs (+$3.9 billion) had the largest net inflows for the month.

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Brian Wesbury shares his views on why the Trump Administration is upending global trade, why tariffs may be an insufficient cure for problems created by big government, and where the US economy is headed for the rest of 2025.

After a strong January, the S&P 500 Index (“Index”) has now declined for three consecutive months. April was highly volatile, with the Index dropping 11.2% in the first six trading days before rebounding to finish nearly flat for the month. This marks the third time this decade the Index has posted three straight negative months-the last two instances (2020 first quarter pandemic and the early fall 2023 recession scare) were followed by sharp rebounds. 

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Bob Stein provides perspective on likely economic outcomes that may result from the evolving policy mix of the new Trump Administration.  Plus, Bob shares an early peak at potential contenders for the 2028 US Presidential election.