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Latest Investment Insights Commentary
Agency Mortgage-Backed Securities Primer
Agency Mortgage-Backed Securities Primer - Third Quarter 2024 (8/9/2024)
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Alternatives Client Resource Kit
Alternatives Client Resource Kit – Fourth Quarter 2024 (3/28/2025)
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)
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Alternatives Update
Alternatives Update 1st Quarter 2025 (4/16/2025)
Alternatives Update 4th Quarter 2024 (1/21/2025)
Alternatives Update 3rd Quarter 2024 (10/23/2024)
Alternatives Update 2nd Quarter 2024 (7/23/2024)
Alternatives Update 1st Quarter 2024 (7/1/2024)
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CEF Quarterly Commentary
First Quarter 2025 (4/11/2025)
Fourth Quarter 2024 (1/13/2025)
Third Quarter 2024 (10/9/2024)
Second Quarter 2024 (7/12/2024)
First Quarter 2024 (4/11/2024)
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Client Resource Kits for Investment Themes
Inflation Client Resource Kit – March 2025 (5/8/2025)
International and Emerging Markets Client Resource Kit - First Quarter 2025 (4/7/2025)
Wars Geopolitical Shocks & the Stock Market Client Resource Kit – First Quarter 2025 (4/3/2025)
Falling Rates Client Resource Kit – First Quarter 2025 (4/2/2025)
Dividends Client Resource Kit – First Quarter 2025 (4/2/2025)
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Commercial Real Estate Tracker
Commercial Real Estate Tracker – 4th Quarter 2024 (11/14/2024)
Commercial Real Estate Tracker – 1st Quarter 2024 (1/30/2024)
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Direct Indexing Client Resource Kit
Direct Indexing Client Resource Kit (3/11/2025)
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Equity Client Resource Kit
Equity Client Resource Kit - First Quarter 2025 (4/3/2025)
Equity Client Resource Kit - Fourth Quarter 2024 (1/8/2025)
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)
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Equity Newsletter
Equity Newsletter - 2nd Quarter 2025 (4/11/2025)
Equity Newsletter - 1st Quarter 2025 (1/21/2025)
Equity Newsletter - 4th Quarter 2024 (10/15/2024)
Equity Newsletter - Third Quarter 2024 (7/22/2024)
Equity Newsletter - Second Quarter 2024 (4/11/2024)
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ETF Data Watch
Asset Flows Monitor June 2025 Edition (6/9/2025)
Asset Flows Monitor May 2025 Edition (5/8/2025)
Asset Flows Monitor April 2025 Edition (4/4/2025)
Asset Flows Monitor March 2025 Edition (3/10/2025)
Asset Flows Monitor February 2025 Edition (2/7/2025)
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ETF Observations
Lingering Uncertainty and the American Industrial Renaissance (5/27/2025)
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)
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First Trust ROI Podcast
Bob Carey - Cataracts and Cadillacs…Unpacking Equity Market Trends (6/2/2025)
Ron Pernick – Power and Infrastructure: Beyond the Political Narratives (5/19/2025)
Brian Wesbury – Trading Quarter-Zips for Farmland (5/5/2025)
Bob Stein – Tariffs, Taxes, and Trade: Decoding the New Administration (4/21/2025)
Bill Housey – Separating the Signal from the Noise in the Bond Market (4/7/2025)
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Fixed-Income Client Resource Kit
Fixed Income Client Resource Kit – May 2025 (6/10/2025)
Fixed Income Client Resource Kit – April 2025 (5/8/2025)
Fixed Income Client Resource Kit – March 2025 (4/7/2025)
Fixed Income Client Resource Kit – January 2025 (3/7/2025)
Fixed Income Client Resource Kit – December 2024 (1/10/2025)
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Housing Tracker
Housing Tracker – Second Quarter 2025 (4/23/2025)
Housing Tracker – First Quarter 2025 (1/24/2025)
Housing Tracker – Fourth Quarter 2024 (10/21/2024)
Housing Tracker – Third Quarter 2024 (7/12/2024)
Housing Tracker – Second Quarter 2024 (4/16/2024)
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Income Insights
Income Insights 2nd Quarter 2025 (4/8/2025)
Income Insights 1st Quarter 2025 (1/7/2025)
Income Insights 4th Quarter 2024 (10/11/2024)
Income Insights 3rd Quarter 2024 (7/9/2024)
Income Insights 2nd Quarter 2024 (4/5/2024)
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Inside First Trust ETFs
Is the Tide Turning for International Equities? (4/15/2025)
Will Natural Gas Fuel the Growth of AI? (1/10/2025)
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)
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Market Minute
Market Minute - June 2025 (6/3/2025)
Market Minute - May 2025 (5/2/2025)
Market Minute - April 2025 (4/3/2025)
Market Minute - March 2025 (3/4/2025)
Market Minute - February 2025 (2/6/2025)
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Markets In Perspective Client Resource Kit
Markets in Perspective Client Resource Kit – First Quarter 2025 (4/1/2025)
Markets in Perspective Client Resource Kit – Fourth Quarter 2024 (1/2/2025)
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)
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Municipal Market Insights
Municipal Market Insights – Fourth Quarter 2025 (1/27/2025)
Municipal Market Insights – Third Quarter 2024 (10/14/2024)
Municipal Market Insights – Second Quarter 2024 (9/19/2024)
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Weekly Market Commentary
Week Ended June 6, 2025 (6/9/2025)
Week Ended May 30, 2025 (6/2/2025)
Week Ended May 23, 2025 (5/27/2025)
Week Ended May 16, 2025 (5/19/2025)
Week Ended May 9, 2025 (5/12/2025)
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Weekly Market Watch
Week of June 9th (6/9/2025)
Week of June 2nd (6/2/2025)
Week of May 26th (5/27/2025)
Week of May 19th (5/19/2025)
Week of May 12th (5/12/2025)
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