The Strategas Macro Thematic Opportunities ETF is an actively managed fund with a strategy mixing from three to five macro themes in a portfolio focused on U.S. stocks. As of June 2025, SAMT combined ...
If 2024-2025 was the market “discovering” AI, 2026 is the market realizing that AI is now macro. That’s why the opportunity ...
Happy New Year, everyone! As you may recall, my overall macro theme for 2025 was "Growth Opportunities Ahead." The theme ultimately proved to be accurate, as the current bull market run celebrated its ...
Before the presidential election on Nov. 5, the manager of the eponymous Eaton Vance Richard Bernstein All Asset Strategy ...
Strategies for balancing growth themes and dividend stocks in the new year David Polak, investment director at Capital Group, sits down with InvestmentNews anchor Gregg Greenberg to explain how ...
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