Ask the Manager

Tian Yang discusses capital cycle investing, index concentration, and the mechanics behind its Cycle Aware US Equity ETF (VPX).

Dave O'Donohue of Calamos Investments discusses how CHDG brings the firm's decades of dynamic hedging experience into an actively managed ETF built for a changing market environment.

Kenneth Wong, CIO and Co-Founder of xETFs, discusses the firm's approach to ETF innovation and how the xETFs Korea AI Semiconductor ETF (KSMH) targets the broader ecosystem behind the AI-driven memory upcycle.

Kristof Gleich explains why AI is moving beyond a technology theme and emerging as a new framework for investing across the ecosystems reshaping the global economy.

Clough Capital’s CEO Vince Lorusso explains why rising dispersion and AI-led disruption may be creating fertile ground for active equity strategies.

ETF model portfolios are gaining traction as advisors seek scalable investment solutions. Global X’s Michelle Cluver explains how models balance efficiency and customization.

Jacob Hemmer argues that in today’s AI-dominated market—marked by concentrated index leadership and surging capex—investors must prioritize valuation discipline and capital cycle awareness over compelling narratives.

A Conversation with Dr. Maria Milina, Vice President and Product Specialist, Xtrackers by DWS.

GW&K’s Kara South discusses how MUNX, an actively managed core intermediate bond solution with ability to invest across the municipal bond spectrum, aims to deliver tax-efficient income in today’s market environment.