While equity markets contend with geopolitical turbulence and AI-driven whiplash, the MUSQ Global Music Industry ETF is holding steady—by design. David Schulhof, CEO at MUSQ, LLC, The Music ETF, argues that music is not a luxury good or a tech proxy. It is a daily habit with global scale, recurring revenue, and structural growth drivers that traditional sector allocation simply cannot replicate. Here is why advisors are paying attention.
Growth-value rotation sounds good in theory. Executing the tactic—without triggering taxes, without optimal timing, without constant oversight—is where most advisors hit a wall. Pacer ETFs’ QQWZ aims to solve all three problems at once. The fund alternates between the Nasdaq-100 and the Pacer US Cash Cows 100 Index based on a monthly relative strength screen, using the ETF wrapper to rotate without generating capital gains. Sean O’Hara, President at Pacer ETF Distributors, breaks down how it works.
While passive EM funds often default to market-cap-weighted indexes dominated by a handful of mega-cap tech names, Cullen’s CEMFX applies a rigorous value discipline to uncover dividend-paying companies across a broader, more diverse emerging markets universe. Portfolio Manager Rahul Sharma explains why a weakening dollar, improving EM earnings growth, and six times the qualifying stocks make this actively managed fund a compelling complement to index-based strategies in today’s global environment.
Preferred securities occupy a unique space between bonds and equities—offering income with investment-grade credit quality and tax advantages. Joseph Bozoyan, Portfolio Manager at Manulife Investment Management, manages the JHPI ETF with the flexibility to invest across institutional, retail, convertible, and European bank preferreds. He discusses the fund’s defensive utility overweight and in-house bank research capabilities, and why current market conditions create opportunities for advisors seeking quality income alternatives.
The music industry is projected to double in value by 2030, driven by streaming growth, superfan spending, and emerging-market adoption. MUSQ, The Global Music ETF, seeks to capture returns across the ecosystem—from Spotify and Tencent Music to Live Nation and Universal Music Group. Founder and CEO David Schulhof explains how advisors can use music industry exposure to differentiate portfolios while tapping into a sector with low correlation to traditional equity indexes.
Traditional international indexes weighted toward financials, materials, and industrials rarely deliver the growth clients expect from equity allocations. The Pacer Nasdaq International Patent Leaders ETF (PATN) takes a different approach, targeting the 100 non-U.S. companies with the most valuable patent portfolios. By filtering international exposure through intellectual property rather than market capitalization, the fund seeks to match the innovation-driven characteristics of U.S. technology exposure while maintaining geographic diversification.
The municipal bond market’s complexity creates opportunity for active managers who know where to look. Adam Weigold, Senior Portfolio Manager and Head of Municipal Bonds at Manulife Investment Management, explains how JHMU seeks to capture value through sector rotation, credit research, and tactical positioning. With more than 60,000 issuers and 1.2 million CUSIPs, the muni market rewards managers who can identify inefficiencies—and avoid potential pitfalls before they materialize.
