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Sector: Other
Active vs. “Quasi-active” Smart Beta – U.S. ETF Developments to Watch in 2023 #4
ETF & Mutual Fund, Research
For ETF investors, 2022 was a year to forget.
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Politicization of ETFs – U.S. ETF Developments to Watch in 2023: #3
ETF & Mutual Fund, Research
Indexed ETFs and mutual funds nearly double AUM between 2011 and 2021...
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Defined Outcome ETFs – U.S. ETF Developments to Watch in 2023 #2
ETF & Mutual Fund, Research
Defined outcome ETFs uniquely suited the investment zeitgeist of 2022.
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Uber Techs Inc. (UBER) Lyft, Inc. (LYFT) DoorDash, Inc. (DASH) Takeaways from Prop 22 Court of Appeal Hearing
Research, Legal
Takeaways from Prop 22 Court of Appeal Hearing
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Mutual Fund Conversions – U.S. ETF Developments to Watch in 2023: #1
ETF & Mutual Fund, Research
As ETFs turn 30, mutual fund managers continue to seek ways to capitalize on record flows...
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Activision Blizzard Inc. (ATVI) Updated Views After FTC Lawsuit to Block
Research, Legal
FTC lawsuit, regulatory review of Microsoft acquisition, legal and policy changes to mobile gaming.
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2022 Midterm Elections
Video, Policy
Analyst Joe Lieber looks at the 2022 midterm elections...
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The Bottom is (Not) in: A Study of Lowry Indicators At Bear Market Bottoms
Video, Technical
Lowry creates new proprietary indicator, The Lowry Research Market Bottom Composite...
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Single Stock ETFs Launch in the U.S. – Providing Opportunities and Risks
ETF & Mutual Fund, Research
Launch of eight single stock ETFs likely precursor to more coming...
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The SEC Seeks Comments on Regulation of Index Providers
ETF & Mutual Fund, Research
SEC seeks public comment related to advisory exemption for index providers...
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