From AI infrastructure to GLP-1 Drugs, Here Are Investment Pros’ Favorite Niche ETFs Now
Stuart Katz, Chief Investment Officer at Robertson Stephens, was featured in Barron’s, where he shares his perspective on two long-term investment themes—quantum computing and U.S. infrastructure—and strategies that offer exposure to their continued evolution. Click here to read more.
September 2026 Recap
Economy The broader economy is demonstrating remarkable resilience. Estimates for U.S. GDP growth range from roughly 3.3% up to 5%, while weekly job loss claims remain unusually low—a clear sign that higher interest rates have not slowed things down as much as expected. At the same time, long-term inflation expectations have stayed relatively calm, indicating […]