If the first few months of 2026 can serve as any indication, we believe shifting macroeconomic conditions are not exactly going to go away any time soon. For advisors, this can lead to difficulty in making sure their clients meet their financial goals.
Given the turbulent track record of the U.S. market this year, many advisors are turning to ETFs that blend income with equity exposure. The reasoning behind this shift is fairly straightforward.
The Calamos Alternative Nasdaq & Bond ETF (CANQ) fund delivered strong results during its debut year, generating 24% returns, keeping pace with the Nasdaq-100. Notably, CANQ maintained a standard deviation of 16.7%, lower than Nasdaq's 22.3%.
When choosing one's investments, many retirees approach the market with a bit of caution. This caution can be attributed to how many retirees operate with a more limited income.
In the U.S. market several areas of focus are offering particularly attractive investment opportunities at the moment. The first is large-cap equities.
When equity investors try to collect monthly income, it is frequently done through monthly dividend payments. While dividend payments can be beneficial for providing gradual income, they come with a degree of risk.
Recent research highlights growing investor interest in diversified and fixed income investing strategies. Findings from the CAIA Association show that investor demand for diversifying across strategies is seeing a surge this year.