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

IXG: Flattening Hits Savings And Lending Businesses

The iShares Global Financials ETF is heavily exposed to global banks, plenty of those reliant on savings and lending, making yield curve flattening an important concern. Insurance holdings within IXG may benefit from higher short-term rates, but overall, the ETF's outperformance versus broader indices appears unjustified given mixed exposures. I do not recommend indexing toward IXG now, as macro changes—especially yield curve flattening—pose net negative effects for the portfolio's dominant banking exposures.

Seeking Alpha • Jun 20, 2026

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

Cashing In on Earnings: 3 Financial Stocks Set to Surge

The financial sector is often seen as a bellwether for the overall economy, and right now, it's sending out healthy signals. As expectations for a soft landing of the U.S. economy increase, financial stocks are on investors' radars.

InvestorPlace • Apr 24, 2024

IXG: Stress Test Results Pose Good News, But Recession Prospects Stand

Financial stocks have been heavily impacted by market oscillations since March, making banks a risky investment due to regulatory scrutiny and tighter lending practices. While the stress test results reveal the robustness of banks, financial securities are not recession-proof, with the inverted U.S. treasury yield curve indicating a potential economic slowdown. I rate IXG a Hold, as a potential recession still lies in the picture despite what the stress test revealed.

Seeking Alpha • Jul 4, 2023

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

IXG: Consider This Global Financials ETF On The Cheap

iShares Global Financials ETF's AUM has contracted by 23% in the last month. The systemic risk narrative may be overblown but other risks remain.

Seeking Alpha • Mar 24, 2023

SVB's Collapse Hit Banking ETFs

The biggest bank failure since the financial crisis reverberated across the industry.

ETFcom • Mar 15, 2023

ETFs With The Largest Asset Gains In 2021

Investors favored these funds during a wild year.

ETFcom • Jan 3, 2022