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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 – 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)
Alternatives Client Resource Kit – Fourth Quarter 2022 (1/6/2023)
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Alternatives Update
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)
Alternatives Update 2nd Quarter 2023 (7/14/2023)
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CEF Quarterly Commentary
Second Quarter 2024 (7/12/2024)
First Quarter 2024 (4/11/2024)
Fourth Quarter 2023 (1/11/2024)
Third Quarter 2023 (10/18/2023)
Second Quarter 2023 (7/12/2023)
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Client Resource Kits for Investment Themes
Dividends Client Resource Kit – Second Quarter 2024 (7/5/2024)
Midterm Election Client Resource Kit – June 2024 (7/5/2024)
Wars Geopolitical Shocks & the Stock Market Client Resource Kit – Second Quarter 2024 (7/5/2024)
Rising Rates Client Resource Kit – Second Quarter 2024 (7/5/2024)
Election Client Resource Kit – June 2024 (7/3/2024)
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Commercial Real Estate Tracker
Commercial Real Estate Tracker – 1st Quarter 2024 (1/30/2024)
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Equity Client Resource Kit
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)
Equity Client Resource Kit - Second Quarter 2023 (7/5/2023)
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Equity Newsletter
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)
Equity Newsletter - Third Quarter 2023 (7/11/2023)
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ETF Data Watch
ETF Data Watch: Asset Flows Monitor September 2024 Edition (9/5/2024)
Asset Flows Monitor August 2024 Edition (8/5/2024)
Asset Flows Monitor July 2024 Edition (7/9/2024)
ETF Data Watch: Asset Flows Monitor June 2024 Edition (6/5/2024)
Asset Flows Monitor May 2024 Edition (5/8/2024)
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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)
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First Trust ROI Podcast
Brian Comiskey—Cybersecurity, Cloud Computing, AI/Robotics, and the New Era Of Digital Coexistence (9/3/2024)
Bob Stein - Updated Odds and Scenarios for a Reset Presidential Race (8/12/2024)
Chris Jeppesen—Should Financial Professionals Feel Threatened or Empowered by AI? (7/29/2024)
Key Insights from the First Half of 2024 (7/15/2024)
What’s Behind the Growth in Buffered ETFs? (7/1/2024)
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Fixed-Income Client Resource Kit
Fixed Income Client Resource Kit – August 2024 (9/9/2024)
Fixed Income Client Resource Kit – July 2024 (8/7/2024)
Fixed Income Client Resource Kit – June 2024 (7/5/2024)
Fixed Income Client Resource Kit –May 2024 (6/6/2024)
Fixed Income Client Resource Kit – April 2024 (5/10/2024)
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Housing Tracker
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)
Housing Tracker – Third Quarter 2023 (7/12/2023)
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Income Insights
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)
Income Insights 3rd Quarter 2023 (7/6/2023)
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Inside First Trust ETFs
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)
Monetizing Risk with Call-Writing ETFs (8/28/2023)
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Market Minute
Market Minute - September 2024 (9/4/2024)
Market Minute - August 2024 (8/1/2024)
Market Minute - July 2024 (7/2/2024)
Market Minute - June 2024 (6/4/2024)
Market Minute - May 2024 (5/3/2024)
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Markets In Perspective Client Resource Kit
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)
Markets in Perspective Client Resource Kit – Second Quarter 2023 (7/3/2023)
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Weekly Market Commentary
Week Ended September 6, 2024 (9/9/2024)
Week Ended August 30, 2024 (9/3/2024)
Week Ended August 23, 2024 (8/26/2024)
Week Ended August 16, 2024 (8/19/2024)
Week Ended August 9, 2024 (8/12/2024)
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Weekly Market Watch
Week of September 9th (9/9/2024)
Week of September 3rd (9/3/2024)
Week of August 26th (8/26/2024)
Week of August 19th (8/19/2024)
Week of August 12th (8/12/2024)
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