

Tech capex and geopolitics have dominated the headlines this year, but opportunities emerge elsewhere. Dividend growth investing could be hitting its stride amid shifting macro and micro trends. Novel, forward-looking strategies may help asset allocators find alpha beyond traditional income approaches.

Small caps are leading markets in 2026. Finance, aerospace and industrial sectors stand out with strong earnings momentum.

Invesco S&P SmallCap Financials ETF (NASDAQ: PSCF - Get Free Report) was the recipient of a large growth in short interest in the month of December. As of December 31st, there was short interest totaling 2,525 shares, a growth of 45.8% from the December 15th total of 1,732 shares. Currently, 0.7% of the shares of the

If you're looking for ETFs to buy, an excellent place to start is the top sector ETFs. In 2023, eight out of 11 S&P 500 sector returns for the year were positive, with only consumer staples (-2.3%), energy (-4.8%), and utilities (-10.4%).

Lipper Financial Services ETFs recorded their largest weekly outflow of the year over the past fund flows week (-$1.4 billion). On top of the bank failures, market participants are worried about the largest U.S. banks gaining an increasing market share by allowing them to take over the smaller regional institutions.

When it comes to disruption, the financial sector saw transformative change during the height of the pandemic. While valuations have tempered, especially last year, the sector should continue to see growth as emerging technologies continue.

Thanks to the historical trend of "January Effect," small-cap securities have proven their outperformance in January.

Banks could hold off on raising interest payments on deposits if the Federal Reserve hikes rates, potentially further bolstering their bread-and-butter businesses and supporting the outlook on financial sector-related exchange traded funds. The Fed has signaled that it will hike rates in March, the first of potentially multiple hikes in 2022.
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.