“It’s also forcing Chinese companies much earlier in their lifecycle to think about going global,” said Ben Harburg, managing partner at venture capital firm MSA Capital
Category: Equity
Consumerism Is Changing — That’s Good for This ETF
This is the time of year when many investors consider the consumer discretionary sector and retail stocks and exchange traded funds. While that sector has some applications in online retail, it’s also positioned to benefit from other consumer trends, including entertainment.
Solana Co-Founder: Crypto Space Can Help Improve Metaverse
The metaverse could be a hot sub-sector of the digital asset industry worth watching in 2022, and according to Solana co-founder Anatoly Yakovenko, the crypto space could give it an added boost.
It’s About Time to Achieve With Dividend Achievers ETF
PFM tracks the NASDAQ US Broad Dividend Achievers Index, which mandates that member firms have payout increase streaks of at least 10 years
Dividends Will Be Huge in 2022
“The S&P 500 companies are estimated to increase their earnings by 6.5% next year, but the index would likely stay flat from today’s level, sitting around 4,600 points by the end of 2022, said Savita Subramanian, head of U.S. equity & quantitative strategy and ESG research at Bank of America,” reports Evie Liu for Barron’s.
Travel ETFs Jump as Traders Look Past Omicron
“Omicron continues to be a concern, and while there’s still a lot more we don’t know than we do know about the latest strain, reports continue to suggest that despite the higher transmissibility, its impact has not been nearly as harsh,” Bespoke Investment Group, wrote in a note early Monday, Business Insider reports.
Sea and Air ETFs to Track Growing Global Trade
In the recent webcast, Can Investors Capitalize on Supply Chain Disruptions? New ETF Opportunity, Frank Holmes, CEO of U.S. Global Investors, highlighted the potential opportunity in the global shipping industry, with roughly 80% of the world volume in trade goods carried by seah, and the percentage is even higher for developing countries.
Small-Caps Could Shine in 2022 — Take a Balanced Approach With EWS
Among small-cap exchange traded funds, the Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) is a hidden gem, and it could exhibit leadership in 2022, assuming that bullish prognostications for smaller equities prove accurate.
Storage Wars: Solar ETF Is Credible Avenue to Battery Storage Boom
“Battery storage is a key piece of the energy transition, and we believe a combination of improving economics, renewables growth and decarbonization policy initiatives across the globe are poised to drive a significant inflection in adoption in the coming decade,” writes Goldman Sachs in a recent note. Should those optimistic forecasts prove accurate, TAN investors stand to benefit because Enphase and SolarEdge are the solar ETF’s top two components, combining for about 26.5% of its weight.
Cybersecurity ETF Could Rally Thanks to These Holdings
The $5.52 billion CIBR is the largest fund in this category and tracks the Nasdaq CTA Cybersecurity Index.Among other cybersecurity names, analysts also favor Palo Alto Networks (NASDAQ:PANW).
Aggressive Growth, Momentum ETF Gets Refreshed
“Since inception, WGRO maintained an over-weight allocation to the Consumer Discretionary sector relative to the S&P 500 and Russell 1000 Growth Indexes.Currently, WGRO allocates almost 19% of its roster to consumer cyclical stocks, making its third-largest sector weight a significant overweight to that group relative to the S&P 500.
Business Air Travel On The Road To Recovery, New Data Reveals
According to data analytics firm Adara, hotel bookings in the U.S. for business purposes are skyrocketing among travelers from Europe, the Middle East and Africa (EMEA). According to its most recent report, the U.S. trade group believes airline revenues could fully recover to 2019 levels by the second half of next year.
With Help From Inflation, Value Stocks Can Shine in 2022
In fact, value could be solid again next year, and that could put a spotlight on exchange traded funds such as the ALPS Sector Dividend Dogs ETF (SDOG). While this means that the fund is underweight on financial services — a quintessential value destination — relative to the S&P 500, it’s also underweight on growth havens such as technology.
Global X launches copper miners ETF in Europe
The fund is linked to the Solactive Global Copper Miners v2 Index which selects its constituents from a universe of stocks worldwide that have market capitalizations above $200 million and average daily trading volumes greater than $500,000.