Core Insights - Commodities have been experiencing a strong uptrend since mid-2023, coinciding with the rise of AI-related investments, particularly highlighted by NVIDIA's impressive Q1 earnings report [1] Group 1: Commodities Market - The uptrend in commodities is gaining attention, suggesting potential investment opportunities in this sector [1] - The performance of commodities is being influenced by macroeconomic factors and the overall market conditions, which are favorable for growth [1] Group 2: AI Influence - The AI trade has significantly impacted market dynamics, with companies like NVIDIA leading the charge and affecting investor sentiment across various asset classes [1]

PresentationHolly SchoenfeldtPublic Relations Leader [Audio Gap] On the next slide, the presenters for today's program are Frank Holmes, U.S. Global Investors' CEO and Chief Investment Officer; Lisa Callicotte, Chief Financial Officer; and myself, Holly Schoenfeldt, Director of Marketing. On the next slide, during this webcast, we may make forward-looking statements about our relative business outlook. Any forward-looking statements and all other statements made during this webcast that don't pertain to hi ...

U.S. Global Investors (NasdaqCM:GROW) Q1 2026 Earnings Call November 13, 2025 08:30 AM ET Company ParticipantsHolly Schoenfeldt - Director of MarketingFrank Holmes - CEO and Chief Investment OfficerLisa Callicotte - CFOHolly SchoenfeldtOn the next slide, the presenters for today's program are Frank Holmes, U.S. Global Investors CEO and Chief Investment Officer, Lisa Callicotte, Chief Financial Officer, and myself, Holly Schoenfeldt, Director of Marketing. On the next slide, during this webcast, we may make ...

Core Insights - The article emphasizes the importance of creating engaging and educational financial content for various audiences, particularly for financial advisors and investment firms [1] Group 1: Content Creation - The company specializes in producing written content in multiple formats, including articles, blogs, emails, and social media [1] - There is a focus on thematic investing, market events, and client education to make financial data relatable to everyday investors [1] - The use of empirical data and charts is highlighted as a method to create evidence-based narratives that effectively communicate financial concepts [1] Group 2: Market Analysis - The company expresses enthusiasm for analyzing various asset classes, including stocks, bonds, commodities, currencies, and cryptocurrencies [1] - Macro drivers of these asset classes are identified as key areas of interest for the company [1] - The content aims to provide insights into stock market sectors, ETFs, and economic data to inform investment decisions [1]

Active ETFs pulled in nearly $400 billion in net inflows during 2025. That has industry veterans calling the adoption "remarkable.†It signals a fundamental shift in how investors access professional money management. The surge comes as passive strategies collected about $750 billion, meaning active ETFs captured more than one-third of total industry inflows this year, according to Paul Baiocchi, head of fund sales and strategy at SS&C ALPS Advisors, during November 11's episode of ETF Prime. What makes the ...

Key Takeaways Zacks Thematic Screens provides 30 dynamic investment themes shaping the future.Vistra (VST) was returned from the Nuclear screen. AI demand is expected to keep the industry hot. Zacks Thematic Screens lets you dive into 30 dynamic investment themes shaping the future. Whether you're interested in cutting-edge technology, renewable energy, or healthcare innovations, our themes help you invest in ideas that matter to you.Let’s take a closer look at the ‘Nuclear’ theme and analyze a stock that t ...

Core Insights - The gaming industry represents a significant segment of global entertainment investing, with diverse opportunities across various gaming platforms and regions [1] - The Amplify Video Game Leaders ETF (GAMR) has shown impressive year-to-date performance, returning 49.4%, significantly outperforming its category average [2] - GAMR provides exposure not only to leading game developers but also to essential firms in the electronic entertainment value chain, including Nvidia and AMD [3] Performance Metrics - GAMR has achieved a year-to-date return of 49.4%, more than double the average of its ETF Database Category [2] - Over the last three years, GAMR has returned 24.7%, again outperforming its category average [2] Investment Appeal - The combination of gaming firms and electronic entertainment companies positions GAMR as a standout option among thematic ETFs [4] - GAMR's tax efficiency and tradability enhance its attractiveness for tactical investments in the gaming sector [4]

Core Insights - The rise of AI has significantly impacted thematic investing, with real revenue and productivity gains expected to support markets long-term [1][3][4] - Global X's flagship AI fund, AIQ, has reached $7 billion in assets, with $3 billion in net new flows this year, indicating strong investor interest despite valuation concerns [3][4] - Thematic investing is evolving from passive strategies to more active management, with a notable shift towards niche sectors and subcategories [5][6][9] Thematic Investing Trends - Thematic investing has seen nearly $20 billion in flows year-to-date, with $15 billion specifically in AI-related ETFs [8] - There are currently 12 thematic categories and numerous subcategories, allowing for more targeted investment strategies [7][9] - The growth of thematic ETFs introduces tracking errors, necessitating thorough due diligence from investors [10][36] Market Dynamics - The number of ETF tickers has surpassed that of single stocks, reflecting the robust growth of thematic investing [11][12] - Institutional and intermediary clients are increasingly utilizing ETFs for diverse investment strategies, moving away from traditional mutual funds [28][29] - The lead time for launching new ETFs is approximately 75 days, indicating a responsive market to emerging investment themes [31] Long-term vs. Tactical Investing - Many themes are designed for long-term investment, but there are also tactical opportunities that attract short-term traders [20][21] - Some mature themes, like cloud computing, have experienced significant outflows as they become integrated into broader indexes [22][23] - Investors are encouraged to balance long-term allocations with tactical adjustments based on market conditions [25][24] Index Development and Methodology - The process of creating an index for ETFs is complex and requires careful consideration of transformative exposures [39][41] - Continuous collaboration with index providers is essential for developing durable and well-thought-out investment themes [41][42]

Core Insights - The article emphasizes the importance of creating engaging and educational financial content for various audiences, particularly for financial advisors and investment firms [1] Group 1: Content Creation - The company specializes in producing written content in multiple formats, including articles, blogs, emails, and social media [1] - There is a focus on thematic investing, market events, and client education to make financial data relatable to everyday investors [1] - The use of empirical data and charts is highlighted as a method to create evidence-based narratives that effectively communicate financial concepts [1] Group 2: Market Analysis - The company expresses enthusiasm for analyzing various asset classes, including stocks, bonds, commodities, currencies, and cryptocurrencies [1] - Macro drivers of these asset classes are identified as key areas of interest for the company [1] - The content aims to provide insights into stock market sectors, ETFs, and economic data to inform investment decisions [1]

Core Insights - Pictet Asset Management has launched its first ETFs in the U.S., aiming to increase awareness among American investors while leveraging its long history in active management [1][2] - The firm manages over $800 billion globally, with a strong focus on thematic and emerging markets investing, and is recognized as the largest manager of thematic strategies with over $70 billion [2][3] Thematic ETFs - Pictet's thematic ETFs are designed to capture enduring structural changes rather than chasing trends, exemplified by the PBOT AI & Automation ETF, which offers holistic exposure to the AI value chain [4][5] - The Cleaner Planet ETF (PCLN) reflects Pictet's expertise in environmental investing, encompassing a wide range of solutions beyond just solar and wind, targeting sustainable growth opportunities [5] Innovative Investment Strategies - The PQNT ETF utilizes a proprietary machine-learning engine based on 400 data signals, differentiating itself from traditional index-based approaches by identifying opportunities that indices may overlook [6] - This strategy represents a blend of human insight and machine precision, providing clients with access to a proven AI-driven investment approach that has been successful overseas [7]