Markets, media and distribution. Perspectives from Lead-Lag.
Read market research, hear from financial professionals, and find practical perspectives on advisor marketing and fund distribution. Choose a publication or browse the article archive.
Research and financial media
The Lead-Lag Report
Independent macro commentary and intermarket research from Michael A. Gayed, CFA. Visit the publication for articles and subscription options.
Lead-Lag Live
Podcasts and live conversations with fund managers, market analysts and other financial professionals, hosted by Michael A. Gayed, CFA. Listen to the episode archive.
Advisor Brief
Financial-services briefings for advisors. Contact our team about receiving the brief and exploring the advisor network.
@leadlagreport on X
Market commentary and updates from Michael A. Gayed on the @leadlagreport account.
Free Markets Report
A publication covering deregulation, rule changes and their potential implications for businesses and markets.
Media appearances
Guest appearances on CNBC, Fox Business and Bloomberg’s At The Money podcast, plus quotations in The Wall Street Journal and Reuters. See the linked examples on the About page.
Financial advisor marketing and fund distribution insights.
Browse the Advisor Brief and Asset Gathering Brief alongside articles on advisor targeting, AI-assisted marketing, fund distribution and practical tools.
Asset Gathering Brief — September 15, 2026 — ETF flows are strong, but distribution i
ETF flows are strong, but distribution is more selective
Read the article →Lead-Lag Advisor Brief — September 15, 2026
S&P at 7,620, VIX at 17.48 | The Lead-Lag Advisor Brief
Read the article →Asset Gathering Brief — September 14, 2026 — ETF Flows Strong, But Distribution Gets More Selective
ETF flows strong, but distribution gets more selective
Read the article →Lead-Lag Advisor Brief — September 14, 2026
S&P at 7,657, VIX at 18.03 | The Lead-Lag Advisor Brief
Read the article →Asset Gathering Brief — September 2, 2026 — SEC Filed 14 New ETFs — What Stood Out
Daily Asset Gathering Brief — Wednesday, September 02, 2026
Read the article →Asset Gathering Brief — September 1, 2026 — Net Creations Last Week: The 5 Categories That Won
Daily Asset Gathering Brief — Tuesday, September 01, 2026
Read the article →Asset Gathering Brief — August 31, 2026 — Gold Leads ETF Outflows
Daily Asset Gathering Brief — Monday, August 31, 2026
Read the article →AI Lead Scoring for Financial Advisors
AI lead scoring for financial advisors helps prioritize prospects with governed workflows, better follow-up, and human review for compliant growth and outreach.
Read the article →Atlas: SEC Advisor Lookup and 13F Intelligence for Issuers
See how Atlas combines SEC advisor lookup and 13F holdings intelligence to help fund distribution teams prioritize research, outreach, and follow-up.
Read the article →Asset Gathering Brief — August 28, 2026 — What Advisors Asked About Your Category
Daily Asset Gathering Brief — Friday, August 28, 2026
Read the article →Asset Gathering Brief — August 27, 2026 — Prospectus Refresh Cycle: Who’s Repositioning?
Daily Asset Gathering Brief — Wednesday, August 26, 2026
Read the article →AI-driven distribution marketing for active mutual fund issuers
AI-driven distribution marketing for active mutual fund issuers: governed AI workflows help reach advisors, improve discoverability, and scale content.
Read the article →