The Top 3 Investment Themes That Will Dominate 2026

The stock market has enjoyed a remarkable run over the past 12 months. Driven by a successful soft landing engineered by the Federal Reserve and the initial excitement surrounding generative artificial intelligence (AI), 2025 rewarded risk-taking.

MarketBeat • Dec 10, 2025

Fed Watch: Will Jerome Powell Goose the Stock Market?

The Federal Reserve will conclude its most contentious FOMC meeting of the year this afternoon, and the outcome has the potential to meaningfully sway markets. There is a real possibility this turns into a “sell the news” event, but if that happens, I also see several areas where investors may want to consider rotating.

Zacks Investment Research • Dec 10, 2025

Top-Ranked ETFs to Power Your Portfolio Higher

With market tailwinds building and optimism returning, these top-ranked ETFs can help investors capture momentum safely.

Zacks Investment Research • Dec 8, 2025

Best-Performing ETFs of November

November muted for markets, but ETFs like SPYM, BWET, WNTR, LITP and OZEM stand out.

Zacks Investment Research • Dec 2, 2025

XLV: The Simple Case For Overweighting U.S. Health Care

The H ealth Care Select Sector SPDR is comprised of all the Health Care stocks inside the S&P 500 Index. Its expense ratio is only 0.08% and XLV has $41.2B in AUM. The simple case for overweighting U.S. Health Care is that XLV currently features a unique combination of a low beta, moderate growth, and excellent momentum and sentiment. XLV also offers terrific growth-at-a-reasonable-price features, but only on a forward basis. A GARP analysis based on historical metrics highlights an interesting divide worth watching.

Seeking Alpha • Dec 2, 2025

Historic Health Care Relative Strength

While stocks are getting off to a quiet start to December, the S&P 500 staged a solid recovery in the final week of November to manage a modest 13 bps gain on the month. A majority of sectors actually outdid the index during the month with only Technology, Consumer Discretionary, and Industrials having underperformed.

Seeking Alpha • Dec 2, 2025

State Street Now Distributor for Select Sector SPDR ETFs

State Street Investment Management (SSIM) has been the investment advisor for the Select Sector SPDR ETFs since 1998. It will now take over the distribution and marketing for these funds.

ETF Trends • Dec 1, 2025

Healthcare ETFs: I Prefer VHT's Growth To XLV's Stability

Vanguard Health Care ETF and Health Care Select Sector SPDR Fund both benefit from healthcare innovation tailwinds, earning a buy rating. VHT offers broader diversification and greater exposure to small-caps and biotechs, providing stronger upside potential compared to XLV's mega-cap pharma focus. XLV's concentrated portfolio delivers higher dividend yield and stability, but exposes investors to greater idiosyncratic risk from top holdings like LLY.

Seeking Alpha • Nov 26, 2025

Josh Brown's ‘best stocks in the market': Health Care

Josh Brown, CEO of Ritholtz Wealth Management, joins CNBC's 'Halftime Report' to explain why he's spotlighting Health Care in his "best stocks in the market." The Committee debates their health care strategy.

CNBC Television • Nov 24, 2025

The Zacks Analyst Blog SPDR Gold Trust, HDGE, PGHY and XLV

GLD gains attention as AI bubble fears rise, with investors eyeing hedges and ETFs geared toward market downside protection.

Zacks Investment Research • Nov 24, 2025