Beyond AI: Where Investors Can Still Find Dividend Growth In 2026

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.

Seeking Alpha • Jun 24, 2026

ETF Prime: Davis Touts Active Management Amid Market Paradox

Active management is gaining traction as investors navigate a market paradox where high valuations meet geopolitical uncertainty, according to Chris Davis, chairman and portfolio manager at Davis Advisors. Key Takeaways: DUSA crossed $1 billion in assets with a portfolio of 26 stocks trading at 14 times earnings.

ETF Trends • Apr 16, 2026

Chris Davis on Navigating AI & Index Concentration

In a market environment defined by extreme index concentration and the transformative ripples of artificial intelligence, investors are increasingly questioning the sustainability of passive strategies.

ETF Trends • Mar 5, 2026

Finding the Value Sweet Spot in 2026

As we navigate the first quarter of 2026, the Magnificent Seven exhaustion we tracked last year has given way to broader market participation. At VettaFi, our advisor engagement data shows a quiet but persistent winning streak for value investing.

ETF Trends • Feb 23, 2026

DFNL: Alpha And Hot Expectations On The Financial Segment

Davis Select Financial ETF is focused exclusively on the financial sector with the objective of generating long-term growth of capital. From the holding distribution, it appears that DFNL is making a bet on management quality rather than on systemic winners. A choice that in recent years has generated alpha compared to widely used solutions such as XLF.

Seeking Alpha • Feb 1, 2026

Buffett Indicator Turns Red: Time for High-Momentum Value ETFs?

Buffett indicator at record highs flags risk. These high-momentum, lower-P/E ETFs -- DEM, DFJ, BUSA, DFNL, DGT -- may offer value cushions.

Zacks Investment Research • Jan 7, 2026

Capital One to Acquire Discover Financial: ETFs in Focus

The Capital One-Discover merger represents a strategic endeavor to create a formidable player in the global payments landscape.

Zacks Investment Research • Feb 20, 2024

Regional Banking Concerns Produce Financial Services ETF Outflows

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.

Seeking Alpha • May 16, 2023

Banks Are On Sale But Risks Remain

One month ago, Silicon Valley Bank failed, with a resulting decline across the diversified banking industry. Some investors may be tempted to buy the dip, while others are considering doubling down on losing positions.

Seeking Alpha • Apr 11, 2023

The Active ETF Tent Is Growing Larger

Despite representing just 4% of ETF assets at the end of the first quarter of 2022, actively managed ETFs pulled in 11% of the net inflows in the first three months of the year.

ETF Trends • Apr 19, 2022