How to Diversify Your Portfolio With Real Assets
With megacap tech driving extreme market concentration, traditional equity and fixed income portfolios face growing structural challenges. A recent SS&C ALPS Advisors webcast, “Building Resilient Portfolios With Real Assets” — moderated by TMX VettaFi's Roxanna Islam alongside experts Carl Zeller and Richard Baker — demonstrated how incorporating real assets can help diversify your portfolio.
Solar ETFs Back in Focus After New Polysilicon Tariff
Solar ETFs moved into focus Friday after President Donald Trump announced new tariffs targeting imported products made from polysilicon, a key material used in solar panel manufacturing. The tariffs could give U.S.
Why an Aging Power Grid Is Fueling a New ETF Bet
Recent headlines about slowing AI spending and volatile tech stocks miss a bigger story. The U.S. power grid isn't ready for what's coming.
ACES: Should Be Part Of An Energy Transition Portfolio
The ALPS Clean Energy ETF offers diversified exposure to North American clean energy companies, tracking the CIBC Atlas Clean Energy Index. ACES aligns with the long-term global energy transition theme but has underperformed the S&P 500, with a five-year total return of -57%. Short-term risk-return metrics for ACES are unattractive, evidenced by a three-year Sharpe Ratio of -0.20, despite a recent 17.32% surge in May 2026.
Electrification Surge Fuels Case for Clean Energy ETF ACES
Artificial intelligence (AI) data centers, a fractured energy security picture, and a wave of electrification are converging into a supercycle for clean energy infrastructure. That's according to executives from SS&C ALPS Advisors and CIBC Private Wealth.
Riding the Green Wave: Clean Energy ETFs Benefiting
While volatile oil prices have taken much of the spotlight in the energy sector this year, increasing global energy security concerns amid geopolitical tensions, soaring data center energy demand, and substantial international investment have propelled clean energy ETF gains in 2026.
Clean Energy Stocks Can Get Their Grooves Back
On a year-to-date basis, clean energy equities and the related ETFs have delivered solid returns, but recent price action has left something to be desired.
Bottom of the Stack: ETFs Fueling the AI Power Play
Markets have treated AI as a gold rush of LLMs, chips and cloud applications, but as the industry shifts from chatbots to agentic systems — AI that autonomously runs workflows and makes decisions — hyperscalers are now facing a brutal physical bottleneck.
Clean Energy ETF (ACES) Hits New 52-Week High
ACES hits a 52-week high, surging about 77% from its low as rising oil prices and energy security fears boost clean energy momentum.
Tide Is Turning in Favor of Clean Energy Stocks
Roughly four and a half months into 2026, it's widely known that the energy sector is the best-performing group in the S&P 500. The war in Iran is playing a big part in that movie, as higher oil prices are propelling an array of fossil fuels stocks.
AI Pivot: Electrification Infrastructure in Focus
While 2025 was dominated by GPU makers and semiconductor stocks, 2026 is revealing a different infrastructure challenge: AI data centers require massive, reliable, 24/7 power that the current U.S. grid is unprepared to deliver, according to ALPS Q2 2026 Market Themes to Watch.
Surging Oil Prices Put Spotlight Back on Clean Energy
Experienced traders have seen this movie before. When oil prices surge, clean and renewable energy equities often follow suit.
