By Natalia Gurushina Chief Economist, Emerging Markets Fixed Income China’s cyclical downturn may have further to run. Is it time to expand the policy tool-kit beyond tried and tested infrastructure investments? China Activity Gauges in Contraction Zone “Policy mis-calibration” was among the key risks mentioned in discussions about China’s cyclical downturn during the IMF Spring Meetings in DC. [...] Read more at ETFtrends.com.
By Veronica Zhang Deputy Portfolio Manager, Environmental Sustainability More than Meets the Eye The first quarter of 2022 proved no shortage of activity as nations across the world scrambled to reassess their energy policy amidst the Russia-Ukraine crisis. Perhaps somewhat reminiscent of Russia’s own military tactics, the European Union’s (EU’s) “ask questions later” approach to energy [...] Read more at ETFtrends.com.
Hundreds of thousands of homeowners in Texas appear ready to make their voices heard after receiving their 2022 home appraisals. In Bexar County, where U.S. Global Investors is headquartered, home values have risen 23.2% from last year. Austin homeowners recently got notice that their residences skyrocketed a jaw-dropping 56% in value. So what’s going on? [...] Read more at ETFtrends.com.
By Joe Foster Portfolio Manager and Strategist, Gold and Precious Metals & Imaru Casanova Deputy Portfolio Manager, Gold and Precious Metals Gold’s traditionally positive performance in an inflationary and rising rates environment is hindered by the strength of the U.S. dollar. Monthly gold market and economic insights from Joe Foster, Portfolio Manager and Strategist, and [...] Read more at ETFtrends.com.
In a digital age where information moves in milliseconds and millions of participants can transact on stock exchanges simultaneously, exchanges have had to enact a series of guardrails to protect investors and prices in a constant stream of data. These include Market Wide Circuit Breakers, Clearly Erroneous rules, and Limit Up/Limit/Down rules that limit excessive [...] Read more at ETFtrends.com.
Reliance Jio, India’s largest telecom company, is growing its digital presence in the country and is primed to be a tech leader. The Reliance Industries subsidiary announced that its sales for the quarter that ended March 31 grew by 21% year-over-year, while profits rose 23% from the year earlier, driven by increasing monetization of its user base. [...] Read more at ETFtrends.com.
Bitcoin and the crypto space have experienced marked volatility this week, with the macro environment playing a large role in bitcoin’s recent pullback, alongside the decoupling of the third-largest stablecoin, Terra’s UST, from its dollar peg. This exact kind of volatility isn’t anything new for the space. However, for investors that may be second-guessing their [...] Read more at ETFtrends.com.
Invesco rolled out two ETFs last fall offering exposure to the cryptocurrency industry, each one giving investors exposure to different facets of the growing space. There are three key reasons why investors are choosing to allocate to ETFs offering exposure to digital assets, including the Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF (BLKC), [...] Read more at ETFtrends.com.
With the Fed poised to continue hiking interest rates through the end of the year to combat inflation, many investors are worried about the potential impact on their investments. FlexShares’ research into the past four Fed rate hike cycles (2015, 2004, 1999, and 1994) suggests that high yield bonds may be well positioned for stronger [...] Read more at ETFtrends.com.
Active management can pay off during times of volatility, according to Franklin Templeton’s president and CEO Jenny Johnson. Speaking with Leslie Picker at CNBC’s “Delivering Alpha” newsletter, Johnson said that while it’s “a difficult time” for investing amidst the war in Ukraine and rising interest rates, active management can provide value. “It’s no question, it’s [...] Read more at ETFtrends.com.
Franklin Templeton is “very focused on the alternatives markets,” according to the company’s CEO, Jenny Johnson. In an interview with Leslie Picker at CNBC’s “Delivering Alpha” newsletter, Johnson explained that the firm’s acquisition strategy “is to really find products that fill in particular product niches that we needed to have.” In this case, that’s alts. [...] Read more at ETFtrends.com.
High yield credit outperformed investment-grade credit for the week ending May 6 at a time when markets saw significant volatility, according to BondBloxx Investment Management co-founder and CIO Elya Schwartzman in a weekly update on the U.S. credit markets. Cash high yield credit markets posted a return of -1.2% last week as spreads widened more than 25 basis points. [...] Read more at ETFtrends.com.
Mutual fund conversion to the ETF wrapper is an increasingly popular option that companies have been partaking in for their clients in 2021 and 2022. The New York Stock Exchange recently hosted a webinar for asset managers looking to grow their ETF business through the recently available option of converting mutual funds to ETFs. It [...] Read more at ETFtrends.com.
Shares of United Airlines Holdings (NASDAQ: UAL) rallied 3.66% at 11:15 ET on Friday morning following the news that the airline reached an agreement with its pilots’ labor union on new contract terms. CNBC reported that United is the first major carrier to strike a deal with its pilots since the beginning of the COVID-19 pandemic, which [...] Read more at ETFtrends.com.
The energy crisis in the EU, the global reverberations caused by Russia’s war in Ukraine, and the subsequent sanctions and pivot away from reliance on Russian oil and gas have had an impact on most portfolios, whether allocated internationally or domestically. One way to position for Europe’s transition to greater renewable energy, as well as [...] Read more at ETFtrends.com.
When the US Consumer Price Index for All Urban Consumers (CPI-U) for March 2022 was reported in April, it was the first time in over 40 years that the index had increased by over 8% annually.
Annual ad spending continues to grow at a rapid pace, and advertisers worldwide will spend over half a trillion dollars on digital ads this year, creating an enormous opportunity for AdTech players. This is reflected in the companies included in the SmartETFs Advertising & Marketing Technology ETF (MRAD), which overall are seeing significantly higher earnings [...] Read more at ETFtrends.com.
Derivatives can sometimes be a confusing, murky area of the pond that many advisors and investors steer clear of because of the complexities that surround them. Options certainly can have nuance to them, but when pared back to their most basic form, it’s easier to understand what they are, how they work, and, most importantly, [...] Read more at ETFtrends.com.
This week has been one in a series of a challenging ones for China as Shanghai lockdowns continue and the economic impacts spread. Despite the current broad outlook, there have been bright spots within Mainland China, particularly within the internet industry as investors have been scooping up stocks for some of the tech giants, reported [...] Read more at ETFtrends.com.