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

IPO Windfall for Wall Street: Bet on Bank Stocks & ETFs

SpaceX's record IPO delivered a windfall for Wall Street banks, and upcoming AI listings from OpenAI, Anthropic and Perplexity could keep the boom alive.

Zacks Investment Research • Jun 15, 2026

Should You Invest in the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)?

The iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) was launched on May 1, 2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Financials - Brokers/ Capital markets segment of the equity market.

Zacks Investment Research • Jun 10, 2026

Is Goldman Sachs Reheating Financial ETFs After Earnings Beat?

The first quarter of 2026 ended with a downpour of volatility as the CBOE Volatility Index (VIX) rose 69%. Nonetheless, Goldman Sachs (GS) reported first-quarter 2026 earnings that outpaced Wall Street expectations though a thick fog of uncertainty still lingers in Q2.

ETF Trends • Apr 13, 2026

IAI: Around Half Of Portfolio Is Countercyclical

The iShares US Broker-Dealers & Securities Exch ETF offers pro-volatility exposure, with brokerage and exchange holdings comprising the bulk of the portfolio. I view AI-related risks as overstated for IAI's core holdings; brokerage exchanges are already quite automated, and capital markets businesses remain resilient due to their human-centric nature. Asset Management and Wealth Management exposures face some risk from AI substitution and macro volatility, but these segments are a smaller part of IAI and unlikely to be fully displaced either.

Seeking Alpha • Feb 23, 2026

IAI: AI May Be Coming After Broker-Dealers (Rating Downgrade)

I downgrade the iShares US Broker-Dealers & Securities Exch ETF to hold amid softening momentum and rising downside risk. IAI's P/E has improved to 19.3x, but the PEG remains above 1.5x, keeping valuation out of deep value territory. The fund is highly concentrated, with 74% in its top 10 holdings and 32% in Capital Markets stocks.

Seeking Alpha • Feb 23, 2026

How Will Bank ETFs Perform in Light of Q4 Earnings?

Big banks will start releasing their quarterly numbers this week. Let's delve into the earnings potential of the big six banking companies, which could drive the performance of the sector ahead.

Zacks Investment Research • Jan 12, 2026

Top 10 BlackRock ETFs by 10-year annualized returns

BlackRock's extensive ETF lineup, comprising roughly 200 funds, is offering a broad view of how long-term thematic and sector exposures have evolved.

Finbold • Dec 10, 2025

IAI: A Quiet Growth Alternative Beyond Pure Tech

The iShares U.S. Broker-Dealers & Securities Exchanges ETF offers a compelling, non-tech growth alternative with strong risk-adjusted returns and balanced capital markets exposure. IAI's portfolio is concentrated, with Goldman Sachs, Morgan Stanley, and S&P Global comprising ~40%, providing both growth spurts and volatility cushioning. While IAI has outperformed the S&P 500 over five years, it can underperform in bearish markets and is not truly market-agnostic but remains a strong long-term growth diversifier.

Seeking Alpha • Nov 14, 2025

IAI: Exceptional Returns Make It An Attractive Alternative To High Beta Tech And Growth ETFs

IAI has outperformed the S&P 500 and tech ETFs, driven by robust growth in broker-dealers and securities exchanges. The ETF's top holdings, like Robinhood and Goldman Sachs, are delivering exceptional financial results and share price gains. IAI offers strong liquidity, a competitive expense ratio, and valuations in line with the S&P 500, making it a solid investment vehicle.

Seeking Alpha • Aug 29, 2025