"What's Really In Your Fixed-Income ETF?" Webinar Document Pack For Download & Review
Here are some documents that might be helpful as you participate in our deep dive on evaluating modern fixed-income ETFs:
Recent
Rerouted, Not Retreating: U.S. Global’s SEA ETF and the New Economics of Global Cargo
Freight rates don’t usually make headlines until something goes wrong. Frank Holmes, CEO and CIO of U.S. Global Investors, has been watching the mechanics of global shipping long before it became a trending topic. With cargo flows rerouting rather than contracting, insurance costs surging, and national security reshaping trade priorities, Holmes breaks down why SEA—the U.S. Global Sea to Sky Cargo ETF—seeks to capture a structural shift, not just a headline cycle.
Institutions Have Quietly Become ETF Converts. New Research Shows How Far That Shift Has Gone.
A new study from Cerulli Associates and Invesco finds that North American institutional asset owners have nearly doubled their exchange-traded fund holdings over the past five years — a transformation that is no longer about experimentation and is increasingly about building the core of a portfolio.
The AI Trade Nobody’s Talking About: Pacer ETFs’ USAI Targets the Energy Behind the Buildout
The AI trade doesn’t start with semiconductors or hyperscalers—it starts with power. Pacer ETFs built its American Energy Infrastructure ETF (ticker: USAI) around the companies moving and producing the natural gas that data centers run on, wrapping midstream pipeline exposure and natural gas producers into a single, K-1-free ETF. With trillions in AI infrastructure spending on the horizon, Pacer makes the case for owning the fuel line not just the data center.
MUSQ’s David Schulhof on Why the Music Industry Is Wall Street’s Most Overlooked Opportunity
Bill Ackman’s $64 billion bid for Universal Music Group put the music industry on Wall Street’s radar. David Schulhof, Founder and CEO of MUSQ, LLC, The Music ETF, has been building toward this moment since day one. As the creator of the first music-focused ETF, Schulhof sees a sector that’s chronically underpriced, structurally uncorrelated to traditional markets, and quietly becoming impossible to ignore—for investors and advisors alike.
Built Before the Boom: How Pacer’s SRVR Became a Data Center Play for the AI Era
When Pacer ETFs launched SRVR, in 2018, the AI boom was still years away. The original thesis—streaming, e-commerce, a more connected world—was straightforward enough. What nobody fully anticipated was how dramatically AI would accelerate the demand for data center infrastructure. Seven years later, Sean O’Hara, President of Pacer ETF Distributors, makes the case for why SRVR’s moment may have only just arrived.
WisdomTree’s Case for Going Global: Japan, Currency Hedging, and the End of U.S.-Only Thinking
After 15 years of U.S. dominance, most advisors find themselves structurally underweight international equities—and the 2025 MSCI EAFE Index breakout made that gap hard to ignore. WisdomTree’s Jeff Weniger breaks down where the opportunity sits now: Japan’s governance revolution, the underappreciated advantage of currency hedging, and why owning broad international funds may not be enough to capture what matters most in today’s shifting global order.
