Baron Capital entered the active ETF market in December with five funds, quickly gathering about $550 million in assets. Their flagship ETF, Baron First Principles (RONB), draws attention for holding shares in privately held SpaceX, a position they've managed since 2017 and consider reasonably liquid. Baron emphasizes a traditional active management style with low turnover and plans to expand its ETF lineup with new strategies. VanEck also highlighted its TruSector ETFs, designed to overcome regulatory limits on sector fund diversification.
State Street Investment Management has filed for four new ETFs targeting the energy, technology, consumer staples, and consumer discretionary sectors. These new ETFs differ from existing ones by using uncapped S&P 500 sector indexes, allowing more co...
The Q2 2026 earnings season is expected to show strong growth with the S&P 500 projected to deliver a 23.3% earnings increase, led by technology and energy sectors. Tech gains are fueled by AI investments and semiconductor demand, while energy benefi...
