Tag: ETF sectors and rotation

In addition to demand concerns tied to slowing economic activity, seasonal factors also play a role when some investors “sell in May and go away.” While we’re hesitant to mention such an overused trope, energy markets are

“The biopharma industry specifically is moving to unlock the potential of A.I across multiple areas, including drug discovery, clinical development, manufacturing and physician patient engagement.” “We see two broad

As mentioned, this opens opportunities for niche exchange traded funds (ETFs) like the Invesco Water Resources ETF (PHO) . Niche funds may present the potential issue of being over-concentrated in a few holdings,

Consumers have shifted spending away from goods (like clothing, accessories, and furniture). Even after losing market share, the company still has about 62% market share in the U.S. Service-based industries like

In total, not including projects that are under development, peak U.S. LNG export capacity will increase in coming years to over 24 billion cubic feet per day (Bcf/D). Currently, Cheniere and Cheniere Energy Partners

“Driven by rising demand and high prices, the market size of key energy transition minerals doubled over the past five years, reaching USD 320 billion in 2022,” the IEA wrote. The energy transition continues to drive

This explosive growth is aided by the fact that Threads is connected to an extremely popular existing social network, Meta’s Instagram. The development of new social media platforms seems to occur at an

Surging futures activity on CME Group’s lithium contract allowed for entry into the S&P GSCI Electric Vehicle (EV) Metals Index . A production-weighted index with liquidity filters, the S&P GSCI added light sweet

Almost three years ago, I recommended buying Sabine Royalty Trust ( NYSE: SBR ) for an expected strong recovery from the pandemic. The stock essentially tripled in just two years. However, back in September and in December , I recommended selling Sabine Royalty Trust due to its

By Rico Luman , Oleksiy Soroka A soft landing for global aviation After an unprecedented drop in demand for air travel during the Covid-19 pandemic, the aviation sector is witnessing a significant rebound. Travel

After extensive market outreach, S&P Dow Jones Indices launched the S&P GSCI Light Energy Climate Aware to satisfy a need for a benchmark tied to sustainability and the energy transition, but with a lighter energy

Carbon allowances, however, rose globally in June, and the carbon suite of ETFs from KraneShares benefited. The KraneShares European Carbon Allowance ETF (KEUA) offers targeted exposure to the EU

With their expertise in storing and transporting molecules and their existing infrastructure, midstream companies can be helpful partners as ammonia producers look to decarbonize existing operations or develop

Oil bulls also got some good news last week when OPEC+ announced an unexpected production cut of 1.16M bpd, and Russia agreed to maintain a 500k bpd reduction which it had initially implemented in