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 16, 2026 — ETF Scale Is Rising, But Distribution Is More Selective
The ETF business is bifurcating. Record assets and inflows confirm channel demand, but launches, liquidations, and interval-fund expansion show that asset...
Read the article →Lead-Lag Advisor Brief — September 16, 2026
The market is telling us that the cost of capital matters again.
Read the article →Asset Gathering Brief — September 15, 2026 — ETF flows are strong, but distribution i
The distribution signal is stronger than the headline market narrative: investors are still allocating to ETFs, but the flows are increasingly segmented...
Read the article →Lead-Lag Advisor Brief — September 15, 2026
Today, the market's immediate test is not whether equities can absorb one more policy event, but whether demand can absorb restrictive policy and higher...
Read the article →Asset Gathering Brief — September 14, 2026 — ETF Flows Strong, But Distribution Gets More Selective
The ETF business is expanding at both ends: more assets and flows, but also more product churn and operational burden.
Read the article →Lead-Lag Advisor Brief — September 14, 2026
The market is entering a week where the rate decision is not the whole story.
Read the article →Asset Gathering Brief — September 2, 2026 — SEC Filed 14 New ETFs — What Stood Out
This is the web version of the Asset Gathering Brief delivered by email on Wednesday, September 2, 2026.
Read the article →Asset Gathering Brief — September 1, 2026 — Net Creations Last Week: The 5 Categories That Won
This is the web version of the Asset Gathering Brief delivered by email on Tuesday, September 1, 2026.
Read the article →Asset Gathering Brief — August 31, 2026 — Gold Leads ETF Outflows
This is the web version of the Asset Gathering Brief delivered by email on Monday, August 31, 2026.
Read the article →AI Lead Scoring for Financial Advisors: A Compliant How-To (2026)
A practical guide to AI lead scoring for financial advisors: how it ranks prospects, where humans review, and how to keep follow-up compliant.
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
This is the web version of the Asset Gathering Brief delivered by email on Friday, August 28, 2026.
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