3 ETF Plays for a Market Rewarding Value, AI Infrastructure, and Emerging Market Grit

WATCH FULL EPISODE Global markets keep climbing despite geopolitical tension, shifting rate expectations, and nonstop headlines—but how should you actually build an ETF portfolio in this environment? According to Ryan Lewenza, Senior Portfolio Manager, Private Client Group from Turner Investments, it all comes back to one thing: earnings. Strong revenue growth, record profit margins, and […]

It’s Earnings, Stupid: How to Build an ETF Portfolio Around What Actually Matters

Global markets keep climbing despite geopolitical tension, shifting rate expectations, and nonstop headlines—but how should you actually build an ETF portfolio in this environment? According to Ryan Lewenza, it all comes back to one thing: earnings. Strong revenue growth, record profit margins, and resilient fundamentals are what continue to power equities higher, even as uncertainty […]