HeyJaredEmma Wilson
- Indexed articles, last 90 days
- 4
- Latest publication
- Jul 31, 2026
- Outlet visibility, for CNBC
- Top 5K sites
- Earliest in this view
- Jul 11, 2026
Latest articles
Investors may want to focus on front end of yield curve â as Street anticipates next Fed meetings (opens the original)
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Bond market investors may want to shift their focus toward the front of the yield curve, according to Allspring Global Investments' Noah Wise. The bottom line: Focus exposure on short-term Treasurys over long duration. Wise, the firm's head of global macro strategy and a senior portfolio manager, sees the strategy as part of a diversified portfolio to deliver profits due to the monetary policy backdrop. "You see a market that's pricing in a couple of hikes for the Fed here over the next couple o
JPMorgan report finds dramatic jump in AI-themed ETFs â despite rough quarter (opens the original)
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Wall Street is banking heavily on exchange-traded funds that give investors artificial intelligence exposure, according to J.P. Morgan Asset Management. The firm's "Guide to ETFs," which came out this month, finds it's a top five theme by assets under management â even as volatility hit the group in the second quarter. "Many [themes] are morphing towards AI and the ecosystem surrounding AI," Jon Maier, the firm's chief ETF strategist, told CNBC's "ETF Edge" this week. Maier, who led the insigh
'Not a junk rally:' How to trade the strongest small-cap stock market in three decades (opens the original)
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There's more juice left in the historic small-cap rally, according to State Street Investment Management. "It's not a junk rally," Matt Bartolini, the firm's global head of research strategists, told CNBC's "ETF Edge" this week. Bartolini cited a promising trend: more Wall Street firms are upgrading small-cap earnings expectations than downgrading them. This means higher earnings per share estimates for this year, including for the upcoming third and fourth quarters. He added that this quarter w
These underperforming trades could yield big returns over next six months (opens the original)
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Overlooked market areas may have a banner second half of the year. ETF Action co-founder Mike Akins is encouraging investors to boost exposure to groups that underperformed compared with major artificial intelligence stocks. He told "ETF Edge" this week that his list includes software and cloud computing names. Many have fallen from "nosebleed valuations" and have "very strong growth scenarios." "These companies prove that 'yes,' we still do need software to do our day-to-day jobs," Akins said.
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