Avoiding crowded thinking is more important than ever in today’s complex and dynamic market. SPDR Chief Investment Strategist Michael Arone shares his unconventional perspectives to help investors think beyond the consensus.
Uncommon Sense
Three surprises for 2026: The curse of consensus in a market built on uncertainty
For the 11th year running, Michael Arone shares his three investment surprises for the year—and what he’s learned about his investment formula over the past decade.
The whole truth behind the Fed’s rate cuts
Beyond the tensions between fiscal and monetary policy, emerging threats that could destabilize financial markets make now the time for the Fed to cut rates.
Why investors should continue to climb the wall of worry
Current market dynamics require investors to remain on high alert and differentiate between signal and noise, but they should continue to scale the wall.
What’s next for the global ETF industry?
ETFs are attracting more innovation, capital, and investor attention than ever before. Get our ETF Impact Report 2026-2027 to unpack the innovation, flows, and investor trends fueling the next phase of ETF growth.
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