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.
As volatility returns and valuations stretch, advisors are revisiting strategies that balance income with risk mitigation. The Cullen Enhanced Equity Income ETF (DIVP) seeks to address both through value-oriented stock selection and selective options overlays. Catherine Howse of Schafer Cullen Capital Management explains how the fund’s disciplined approach aims to deliver consistent income while preserving meaningful equity participation—and why the distinctions between covered call strategies matters more than ever.
David Schulhof, Founder and CEO of MUSQ, brings three decades of music industry experience to the MUSQ Global Music Industry Index ETF. The fund seeks to capture the entire music ecosystem—from streaming platforms and record labels to live events and equipment manufacturers—through 40 global holdings. With Goldman Sachs projecting the industry could double to $200 billion by 2035, Schulhof positions MUSQ as an uncorrelated liquid alternative for advisors seeking growth beyond AI-heavy mega-cap exposure.
Defense investing has changed. Military capability now depends as much on semiconductors and data centers as on traditional weapons systems. Frank Holmes, CEO of U.S. Global Investors, built the WAR ETF around capturing both dimensions—allocating to chips, cybersecurity, and aerospace. With global defense spending reaching $2.7 trillion and AI in defense projected to grow at 30% annually, the fund seeks exposure to the technological infrastructure reshaping modern warfare.
Frank Holmes, CEO and CIO at U.S. Global Investors, shares insights from packed international flights and industry data that reveal a fundamental shift in airline economics. Premium cabins generate triple the revenue growth of economy seating, while pilot shortages and aircraft delivery delays create pricing power. Learn how the JETS ETF’s smart beta 2.0 approach aims to capture efficient operators in an industry where structural constraints support margins once considered cyclical and volatile.
