VettaFi Advisor Perspectives

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Advisor Perspectives is the leading interactive publisher for Registered Investment Advisors (RIAs), wealth managers, and financial advisors. Financial professionals use Advisor Perspectives for: Our email newsletters, which provides actionable insights related to investment strategy and the economy, as well as interviews with thought leaders in the investment industry. Market Commentaries, which is an audience-generated forum where fund companies, wealth managers and financial advisors share their views on the market, the economy, and investment strategy. This is the only place online where such a large diversity of opinion can be found in one easy to use, and fully searchable location. You can view archived issues of the newsletter here. Our service is free. However, in order to receive the newsletter you must subscribe. More information about the underlying data in our universe can be found here. Our goal is to provide accurate, relevant, and actionable information to the investment advisor community. Your ideas, comments, and suggestions are welcome. Source

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Chart-ing the Economy: Week of April 6-10th, 2026

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By Doug Short
| VettaFi Advisor Perspectives Verified
While recent market performance reflects optimism over potential geopolitical de-escalation, underlying economic data reveals a complex landscape of intensifying price pressures and cooling growth. Consumer inflation has surged to a near two-year high, driven by a spike in energy costs, even as the broader economy shows signs of losing momentum.
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Tactical Positioning Update: From Preparation to Action

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By George Smith
| VettaFi Advisor Perspectives Verified
Over the past year, LPL Research’s Strategic and Tactical Asset Allocation Committee (STAAC) has emphasized that tactical investing does not require constant activity. Instead, it requires preparation, patience, and the discipline to act only when the expected benefit of a change clearly outweighs the risks. We have made some changes to our Tactical Asset Allocation (TAA) guidance but continue to reflect that disciplined philosophy.
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Inflation’s First Official Debut

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By Kevin Flanagan
| VettaFi Advisor Perspectives Verified
Key Takeaways The March Consumer Price Index (CPI) rose +0.9% month over month—the largest increase since 2022—showing that the war-related surge in gasoline prices is already pushing headline inflation higher and resetting near-term market expectations. Core CPI was more contained at +2.6% year over year, but the March reading ended its recent disinflation trend, reminding investors that underlying price pressures remain above the Fed’s comfort zone.
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Why the Fed Could Shrink Its Balance Sheet Again (and Markets Might Not Notice)

| VettaFi Advisor Perspectives Verified
Late last year, the Federal Reserve ended its latest quantitative tightening (QT) program: the process by which it shrinks its balance sheet by selling securities or letting them mature without reinvestment. From a peak size of almost $9 trillion, or roughly 35% of U.S. GDP, the Fed had reduced the balance sheet by more than $2 trillion. Unlike in 2019, when a spike in money market volatility prompted the Fed to abruptly halt QT, markets barely seemed to notice this time.
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Hedged Equity vs. Bonds: Seeking A More Reliable Diversifier for Modern Portfolios

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By Marc Odo
| VettaFi Advisor Perspectives Verified
Why the 60/40 Portfolio Doesn’t Always Diversify “Diversification” has been the driving principle of investing and risk management for generations.
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Strategic Planning Opportunities Hidden in Your 1040

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By Bill Cass
| VettaFi Advisor Perspectives Verified
With tax season over, it can be an opportunity to reflect on personal finances and your overall tax situation. Most taxpayers forget about taxes until the next filing season, or at least until the end of the calendar year when decisions might be made around charitable gifting or other considerations. Focusing on tax planning year-around can help individuals find ways to improve their tax situation. A good way to begin is by reviewing the tax forms which were just filed.
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Q1 2026 CIO Review and Outlook

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By Sean Taylor
| VettaFi Advisor Perspectives Verified
Overview Asia and emerging markets experienced extreme volatility in the first quarter of 2026 as markets surged in the first two months, supported by strong demand for artificial intelligence (AI) and an easing of the global monetary environment. In March, however, they experienced a sharp pullback as the Iran conflict threatened global oil and gas shipments, and triggered a spike in energy prices.
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Iran, Inflation & Interest Rates

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By Collin Martin
| VettaFi Advisor Perspectives Verified
Key Takeaways We expect Federal Reserve policy to stay on hold for several meetings, with the 10-year Treasury yield likely to remain in the 4% to 4.5% range over the short run. If oil prices stay elevated for longer and/or inflation expectations rise, yields may rise above that 4.5% upper threshold. Given the elevated inflation risk, we prefer intermediate-term maturities, those in the four- to 10-year range, rather than favoring long-term maturities.
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Analyzing the Top 5 Contributors to THNQ’s 9.3% Rally

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By Elle Fitzgerald
| VettaFi Advisor Perspectives Verified
The artificial intelligence theme is entering a more granular phase, with investors increasingly looking beyond foundational large language models (LLMs) toward the physical infrastructure required for scale. The ROBO Global Artificial Intelligence ETF (THNQ) has captured this shift effectively, posting a total return of 9.3% over the past month as of April 14, significantly outpacing the broader market.
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Hedge Funds Pivot to Bearish Dollar Bets on US-Iran Talks Optimism

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By George Lei, David Finnerty
| VettaFi Advisor Perspectives Verified
Hedge funds are increasingly downbeat on the dollar as the prospect of a two-week ceasefire extension between the US and Iran sap the currency’s war-driven strength. Investors added to their bearish dollar trades this month through April 10, based on a proprietary trading model from Morgan Stanley.
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VettaFi Advisor Perspectives Journalists

Flaxington, Beverly D.
Huebscher, Robert
Nash, Jennifer
Richter, Michelle