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VettaFi's 2026 Midyear Outlook Symposium took place at the end of June and included insight from a wide array of asset managers and industry leaders. Topics ranged from the second-half outlook to the essential tools that investors and advisors need for their portfolios.
Given all the interest and hype over the SpaceX IPO, many advisors and investors have been increasingly gravitating towards thematic ETFs that focus on the space industry. Given that the SpaceX IPO is the largest IPO in history, this should not come as a surprise to anyone.
With the U.S. economy grappling with persistent energy shocks and rising electricity costs, inflation expectations for the next five years have climbed to their highest levels in four years. For financial advisors, the challenge is shielding client portfolios from eroding purchasing power.
Fears of hotter-than-expected inflation were realized today. Consumer Price Index (CPI) data revealed that headline CPI rose 0.6% month-over-month in April.
The Amplify Energy & Natural Resources Covered Call ETF (NYSEARCA:NDIV) sells call options against a basket of energy and natural resources equities to convert commodity volatility into monthly cash distributions.
Amplify Natural Resources Dividend Income ETF (NYSEARCA:NDIV) is one of those funds that rarely shows up in performance leaderboards, yet quietly does exactly what its design promises: pair an international natural resources tilt with a steady monthly distribution.
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NYSEARCA:PDBC | PDBC Price Prediction) has gained 29% year-to-date, climbing from $13.25 to $17.10 as energy prices surged.
As inflation lingers, commodity swings persist, and income remains hard to come by, advisors are rethinking how they approach energy exposure. Increasingly, that means looking beyond traditional allocations to more differentiated strategies.
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Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.