aerospace etfs

Geopolitically Themed Investment Risks and Opportunities Take Center Stage

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The past 10 months has been characterized by rotation from dominance by the “Magnificent Seven” mega-cap tech companies to almost everything that had been beaten down prior to these market rotation trends.  As documented in these blogs and our weekly market and strategy updates, the period from July 1, 2025 through January 24, 2026 were … Read more

How Much Runway Room Remains for the Aerospace/Defense Sector?

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This year Aerospace stands out as one of the few industry sectors with a positive return other than energy and utilities.   For example, the iShares U.S. Aerospace & Defense ETF (ITA), the largest ETF by assets representing the industry, returned 15.2% over the past twelve months in contrast to the -13.6% return posted by … Read more