Disruptive Theme of the Week: These 3 Themes Have Been Working!

The market temperature for risk may be shifting, with markets back in positive territory for the year after some positive news on the tariff front. But year to date, clearly there have been three themes that have dominated from a performance perspective: gold, defense, and Europe.

ETF Trends • Jun 10, 2025

FGM: In Good Nick This Year, But Not A Compelling Buy Now

FGM, an inconspicuous ETF that uses an enhanced methodology to cover 40 German stocks, is trouncing other developed market stocks and global stocks this year. FGM is far from perfect, and this can be gleaned from its comparison with the largest German ETF—EWG. FGM's industrial portfolio, which accounts for 37% of the holdings, is staring at convalescing conditions.

Seeking Alpha • Jun 6, 2025

Why ETF investors are betting on defense sector gains

In the latest installment of Yahoo Finance's ETF Report, Invesco's Nasdaq 100 ETF and the iShares Russell 2000 ETF are seeing some recovery from April's tariff-induced sell-offs. CFRA Research head of ETF research Aniket Ullal examines the investor behaviors driving ETF inflows, noting the growth in defense funds and international market ETFs.

Yahoo Finance • Jun 4, 2025

ETF Prime: Islam Analyzes International ETFs

On this week's episode of ETF Prime, host Nate Geraci and Roxanna Islam, head of sector & industry research at VettaFi, break down the year's top-performing ETFs, highlighting many International ETFs. Later, Alexandra Levis, founder & CEO of Arro Financial Communications, details marketing approaches for ETF issuers.

ETF Trends • May 13, 2025

Hidden Opportunities in International ETFs

Investors typically diversify global portfolios with broad international ETFs. But recent market volatility has caused investors to look more closely at various international opportunities.

ETF Trends • May 8, 2025

Top ETF Stories of April: 4 Winning Areas

April was marked by trade tensions. Overall, the S&P 500 lost 1.8%, the Dow Jones retreated 3.7%, the Nasdaq Composite was off 0.9% and the Russell 2000 plunged about 4%, April.

Zacks Investment Research • May 1, 2025

Disruptive Theme of the Week: Europe Defying Low Expectations

While U.S. investors may be disappointed with this year's choppy first-quarter performance, European investors celebrate double-digit broad index returns. The Euro Stoxx 50 Index is Europe's blue-chip index covering 50 stocks from 11 Eurozone countries.

ETF Trends • Mar 31, 2025

5 International ETFs Beating the S&P 500 in 2025

After years of underperformance, international ETFs are crushing their U.S. counterparts and having the best start to a year in a century.

Zacks Investment Research • Mar 19, 2025

European Stock Markets Surge As U.S. Stock Market Sags

Plans to increase defense and infrastructure spending offer compelling economic benefits for Germany's lagging manufacturing sector. The US seems to be dramatically reducing spending through its Department of Government Efficiency (DOGE) effort.

Seeking Alpha • Mar 12, 2025

Cooling Of German Labor Market Continues In September

The gradual cooling of the German labour market continues, providing further arguments for the European Central Bank doves to put an October rate cut back on the table. Recruitment plans in both industry and services have already fallen to the lowest level in a year.

Seeking Alpha • Sep 27, 2024