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Latest Investment Insights Commentary
Alternatives Client Resource Kit
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)
Alternatives Client Resource Kit – Third Quarter 2022 (10/7/2022)
Alternatives Client Resource Kit – Second Quarter 2022 (7/15/2022)
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Alternatives Update
Alternatives Update 2nd Quarter 2023 (7/14/2023)
Alternatives Update 1st Quarter 2023 (4/18/2023)
Alternatives Update 4th Quarter 2022 (1/23/2023)
Alternatives Update 3rd Quarter 2022 (10/17/2022)
Alternatives Update 2nd Quarter 2022 (7/25/2022)
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CEF Quarterly Commentary
Second Quarter 2023 (7/12/2023)
First Quarter 2023 (4/18/2023)
Fourth Quarter 2022 (1/18/2023)
Third Quarter 2022 (10/21/2022)
Second Quarter 2022 (7/19/2022)
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Client Resource Kits for Investment Themes
Rising Rates Client Resource Kit – Second Quarter 2023 (7/6/2023)
Dividends Client Resource Kit – Second Quarter 2023 (7/5/2023)
Election Client Resource Kit – June 2023 (7/5/2023)
Wars Geopolitical Shocks & the Stock Market Client Resource Kit – Second Quarter 2023 (7/5/2023)
Recessions Client Resource Kit – Second Quarter 2023 (7/3/2023)
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Equity Client Resource Kit
Equity Client Resource Kit - Second Quarter 2023 (7/5/2023)
Equity Client Resource Kit - First Quarter 2023 (4/6/2023)
Equity Client Resource Kit - Fourth Quarter 2022 (1/6/2023)
Equity Client Resource Kit - Third Quarter 2022 (10/5/2022)
Equity Client Resource Kit - Second Quarter 2022 (7/7/2022)
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Equity Newsletter
Equity Newsletter - Third Quarter 2023 (7/11/2023)
Equity Newsletter - Second Quarter 2023 (4/20/2023)
Equity Newsletter - First Quarter 2023 (1/26/2023)
Equity Newsletter - Fourth Quarter 2022 (10/13/2022)
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ETF Data Watch
Asset Flows Monitor September 2023 Edition (9/6/2023)
Asset Flows Monitor August 2023 Edition (8/4/2023)
Asset Flows Monitor July 2023 Edition (7/6/2023)
Asset Flows Monitor June 2023 Edition (6/6/2023)
Asset Flows Monitor May 2023 Edition (5/4/2023)
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ETF Observations
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)
Prepping for a Potential Recession with Mid-Cap ETFs (2/27/2023)
Income ETFs: Beyond Traditional Dividend Strategies (10/25/2022)
First Trust Energy Sector ETF Primer (8/17/2022)
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First Trust ROI Podcast
Will an Economic Recession Decide the Next President? (9/25/2023)
How can investors exploit volatility to manage risk and generate income? (9/18/2023)
Is the Inverted Yield Curve a Broken Signal or Is a Recession Still Coming? (8/10/2023)
Why are stocks up this year…and can the rally continue? (8/1/2023)
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Fixed-Income Client Resource Kit
Fixed Income Client Resource Kit – August 2023 (9/8/2023)
Fixed Income Client Resource Kit – July 2023 (8/11/2023)
Fixed Income Client Resource Kit – Second Quarter 2023 (7/7/2023)
Fixed Income Client Resource Kit – First Quarter 2023 (4/6/2023)
Fixed Income Client Resource Kit - Fourth Quarter 2022 (1/6/2023)
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Housing Tracker
Housing Tracker – Third Quarter 2023 (7/12/2023)
Housing Tracker – Second Quarter 2023 (4/10/2023)
Housing Tracker – First Quarter 2023 (1/12/2023)
Housing Tracker - Fourth Quarter 2022 (10/7/2022)
Housing Tracker - Third Quarter 2022 (7/15/2022)
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Income Insights
Income Insights 3rd Quarter 2023 (7/6/2023)
Income Insights 2nd Quarter 2023 (4/6/2023)
Income Insights 1st Quarter 2023 (1/6/2023)
Fixed Income Newsletter 4th Quarter 2022 (10/5/2022)
Fixed Income Newsletter 3rd Quarter 2022 (7/8/2022)
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Inside First Trust ETFs
Monetizing Risk with Call-Writing ETFs (8/28/2023)
Principles for Thematic Investing in Volatile Markets (5/12/2023)
Inside First Trust ETFs: Is the Era of S&P 500 Index Invincibility Over? (2/8/2023)
Hopeful Signs Emerging for the Biotechnology Industry (10/25/2022)
Short-Term Weakness may Provide an Attractive Entry Point for Investors in Energy ETFs (8/11/2022)
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Market Minute
Market Minute - September 2023 (9/6/2023)
Market Minute - August 2023 (8/3/2023)
Market Minute - July 2023 (7/5/2023)
Market Minute - June 2023 (6/2/2023)
Market Minute - May 2023 (5/3/2023)
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Markets In Perspective Client Resource Kit
Markets in Perspective Client Resource Kit – Second Quarter 2023 (7/3/2023)
Markets in Perspective Client Resource Kit – First Quarter 2023 (4/3/2023)
Markets in Perspective Client Resource Kit – Fourth Quarter 2022 (1/3/2023)
Markets in Perspective Client Resource Kit – Third Quarter 2022 (10/3/2022)
Markets in Perspective Client Resource Kit – Second Quarter 2022 (7/15/2022)
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Weekly Market Commentary
Week Ended September 22, 2023 (9/25/2023)
Week Ended September 15, 2023 (9/18/2023)
Week Ended September 8, 2023 (9/11/2023)
Week Ended September 1, 2023 (9/5/2023)
Week Ended August 25, 2023 (8/28/2023)
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Weekly Market Watch
Week of September 25th (9/25/2023)
Week of September 18th (9/18/2023)
Week of September 11th (9/11/2023)
Week of September 4th (9/5/2023)
Week of August 28th (8/28/2023)
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