Tag: ETF economic and industrial analysis

Inflation, rising interest rates, geopolitical risks, and other things to keep your eye on.

The decrease reflects the impact of sanctions on Russian production and exports, offset partially by the expected response from other producers, which in turn will be partially offset by oil demand destruction related to

We can see the impact of their loose policy in the still elevated level of money growth in the economy relative to what it otherwise would have been (exhibit 2) as measured by M2, which includes currency in

The fund also seeks to maximize yield curve increases, either brought about by long-term interest rates increasing or short-term interest rates falling; both are tied to big equity market declines. IVOL is the first of its

The world was on the path to normalization though, here in the first seven weeks of 2022, and it seemed plausible that “supply” would make meaningful adjustment progress, the stimulus boost and pent-up savings would fade, inflation would lap tough comps, and the financial tightening as a result of

Investing in China continues to be a mixed bag of volatility, uncertainty for foreign investors, and concerns over geopolitical risk that have only heightened that in the last month. Now with Shanghai being literally split by a COVID-driven lockdown, the impact to investment funds across the KraneShares suite reflects the diversity of opinions of foreign investors towards China’s sectors and economy.

However, that scenario doesn’t seem likely in the near term; the German chancellor has currently outright rejected the idea of a ban on Russian energy imports to Europe due to the economic harm it would inflict on its economy. In

Among the Organization for Economic Cooperation and Development (OECD) members, no country relies less on the foreign trade of goods and services than the U.S. relative to the size of their respective economies (exhibit 1). While geopolitical risks and global unrest can roil markets, a

We expect global light-vehicle sales volume to increase 1%-5% in 2022, primarily due to pent-up demand and easier second-half comparisons as the chip crisis pummeled 2021’s second half, but at the low end of market

Per the survey, which polled 386 ETF investors from the U.S., Europe (including the U.K.), and Greater China, 78% of global respondents said they plan to increase their exposure to active ETFs this year, up from 65% in 2021. When asked about specific strategies and sectors, investors plan to increase