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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 – 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)
Alternatives Client Resource Kit – First Quarter 2023 (4/6/2023)
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Alternatives Update
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)
Alternatives Update 4th Quarter 2023 (2/1/2024)
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CEF Quarterly Commentary
Fourth Quarter 2024 (1/13/2025)
Third Quarter 2024 (10/9/2024)
Second Quarter 2024 (7/12/2024)
First Quarter 2024 (4/11/2024)
Fourth Quarter 2023 (1/11/2024)
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Client Resource Kits for Investment Themes
Inflation Client Resource Kit – December 2024 (1/31/2025)
Falling Rates Client Resource Kit – Fourth Quarter 2024 (1/10/2025)
Rising Rates Client Resource Kit – Fourth Quarter 2024 (1/10/2025)
Inflation Client Resource Kit – November 2024 (1/10/2025)
Recessions Client Resource Kit – Fourth Quarter 2024 (1/10/2025)
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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 - 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)
Equity Client Resource Kit - Fourth Quarter 2023 (1/4/2024)
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Equity Newsletter
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)
Equity Newsletter - First Quarter 2024 (1/10/2024)
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ETF Data Watch
Asset Flows Monitor March 2025 Edition (3/10/2025)
Asset Flows Monitor February 2025 Edition (2/7/2025)
Asset Flows Monitor January 2025 Edition (1/10/2025)
Asset Flows Monitor December 2024 Edition (12/10/2024)
Asset Flows Monitor November 2024 Edition (11/6/2024)
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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
Gibson Smith – Actively Managing Through Uncertain Times (3/11/2025)
Jim Murchie—Who Benefits from the Growing Power Demands of AI, Reshoring, and EVs? (2/24/2025)
Brian Wesbury—Why Government Spending Cuts May Cause Short-Term Pain, But Long-Term Prosperity (2/10/2025)
Mandeep Singh–What’s Next for Artificial Intelligence? (1/27/2025)
Ryan Issakainen—Ripple Effects and Second Order Investment Opportunities Arising from AI (1/14/2025)
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Fixed-Income Client Resource Kit
Fixed Income Client Resource Kit – January 2025 (3/7/2025)
Fixed Income Client Resource Kit – December 2024 (1/10/2025)
Fixed Income Client Resource Kit – November 2024 (12/6/2024)
Fixed Income Client Resource Kit – October 2024 (11/7/2024)
Fixed Income Client Resource Kit – September 2024 (10/7/2024)
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Housing Tracker
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)
Housing Tracker – First Quarter 2024 (1/19/2024)
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Income Insights
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)
Income Insights 1st Quarter 2024 (1/4/2024)
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Inside First Trust ETFs
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)
Getting Broader and Smaller in 2024 (2/16/2024)
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Market Minute
Market Minute - March 2025 (3/4/2025)
Market Minute - February 2025 (2/6/2025)
Market Minute - January 2025 (1/6/2025)
Market Minute - December 2024 (12/2/2024)
Market Minute - November 2024 (11/4/2024)
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Markets In Perspective Client Resource Kit
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)
Markets in Perspective Client Resource Kit – Fourth Quarter 2023 (1/2/2024)
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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 March 14, 2025 (3/17/2025)
Week Ended March 7, 2025 (3/10/2025)
Week Ended February 28, 2025 (3/3/2025)
Week Ended February 21, 2025 (2/26/2025)
Week Ended February 14, 2025 (2/18/2025)
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Weekly Market Watch
Week of March 17th (3/17/2025)
Week of March 10th (3/10/2025)
Week of March 3rd (3/3/2025)
Week of February 24th (2/24/2025)
Week of February 17th (2/18/2025)
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