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Latest Investment Insights Commentary
Alternatives Client Resource Kit
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)
Alternatives Client Resource Kit – Third Quarter 2022 (10/7/2022)
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Alternatives Update
Alternatives Update 4th Quarter 2023 (2/1/2024)
Alternatives Update 3rd Quarter 2023 (10/19/2023)
Alternatives Update 2nd Quarter 2023 (7/14/2023)
Alternatives Update 1st Quarter 2023 (4/18/2023)
Alternatives Update 4th Quarter 2022 (1/23/2023)
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CEF Quarterly Commentary
First Quarter 2024 (4/11/2024)
Fourth Quarter 2023 (1/11/2024)
Third Quarter 2023 (10/18/2023)
Second Quarter 2023 (7/12/2023)
First Quarter 2023 (4/18/2023)
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Client Resource Kits for Investment Themes
Dividends Client Resource Kit – First Quarter 2024 (4/8/2024)
Wars Geopolitical Shocks & the Stock Market Client Resource Kit – First Quarter 2024 (4/8/2024)
Midterm Election Client Resource Kit – March 2024 (4/8/2024)
Election Client Resource Kit – March 2024 (4/4/2024)
Rising Rates Client Resource Kit – First Quarter 2024 (4/2/2024)
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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 - 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)
Equity Client Resource Kit - First Quarter 2023 (4/6/2023)
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Equity Newsletter
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)
Equity Newsletter - Second Quarter 2023 (4/20/2023)
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ETF Data Watch
Asset Flows Monitor April 2024 Edition (4/5/2024)
Asset Flows Monitor March 2024 Edition (3/6/2024)
Asset Flows Monitor February 2024 Edition (2/6/2024)
Asset Flows Monitor January 2024 Edition (1/4/2024)
Asset Flows Monitor December 2023 Edition (12/4/2023)
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ETF Observations
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)
Prepping for a Potential Recession with Mid-Cap ETFs (2/27/2023)
Income ETFs: Beyond Traditional Dividend Strategies (10/25/2022)
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First Trust ROI Podcast
Rethinking Diversification: Are Stocks and Bonds Enough? (4/21/2024)
Navigating a Narrow Market…Are There Opportunities Outside of the Magnificent 7? (4/7/2024)
How Can Technical Analysis Guide Portfolio Allocations? (3/25/2024)
Has the Balance between Potential Risks and Returns Shifted in Favor of Bond Investors? (3/11/2024)
What Solutions Can Direct Indexing Offer? (2/25/2024)
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Fixed-Income Client Resource Kit
Fixed Income Client Resource Kit – March 2024 (4/8/2024)
Fixed Income Client Resource Kit – February 2024 (3/11/2024)
Fixed Income Client Resource Kit – January 2024 (1/31/2024)
Fixed Income Client Resource Kit – December 2023 (1/5/2024)
Fixed Income Client Resource Kit – November 2023 (12/6/2023)
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Housing Tracker
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)
Housing Tracker – Second Quarter 2023 (4/10/2023)
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Income Insights
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)
Income Insights 2nd Quarter 2023 (4/6/2023)
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Inside First Trust ETFs
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)
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)
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Market Minute
Market Minute - May 2024 (5/3/2024)
Market Minute - April 2024 (4/1/2024)
Market Minute - March 2024 (3/6/2024)
Market Minute - February 2024 (2/6/2024)
Market Minute - January 2024 (1/3/2024)
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Markets In Perspective Client Resource Kit
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)
Markets in Perspective Client Resource Kit – First Quarter 2023 (4/3/2023)
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Weekly Market Commentary
Week Ended April 26, 2024 (4/29/2024)
Week Ended April 19, 2024 (4/22/2024)
Week Ended April 12, 2024 (4/15/2024)
Week Ended April 5, 2024 (4/8/2024)
Week Ended March 28, 2024 (4/1/2024)
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Weekly Market Watch
Week of April 29th (4/29/2024)
Week of April 22nd (4/22/2024)
Week of April 15th (4/15/2024)
Week of April 8th (4/8/2024)
Week of April 1st (4/1/2024)
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