Tag: ETF sectors and rotation

However, over the past year, the key performers of its portfolio have benefited from the Russian-Ukraine conflict and the reduction of Russian natural gas exports to the European Union (“EU”), whereas other energy

Looking at production trends in the U.S. helps frame one of the key focuses in the midstream space over the past couple of years: free cash flow generation, Stacey Morris, head of energy research for VettaFi, said

According to the asset manager, the fund seeks investment results that correspond generally to the price and yield, before the fund’s fees and expenses, of the Indxx US Aerospace & Defense Index. Rahul Sen

Brook Dane, Portfolio Manager, Goldman Sachs Asset Management, outlined opportunities in investing toward tomorrow’s technology leaders, such as smart components, cybersecurity, leading-edge semi-cap

“Many Americans planning holiday trips are concerned about inflation’s impact on travel costs and taking steps to save money before takeoff.” According to NerdWallet, it appears that consumers have their credit

From renewable fuels to carbon capture to hydrogen, the provisions in the Inflation Reduction Act support clean energy initiatives that can benefit midstream companies. Today’s note discusses how midstream

Recently, investors expressed concern about the pharmaceutical pricing provisions contained in the Inflation Reduction Act, but those stipulations only pertain to Medicare recipients, and the number of drugs in the plan

Companies included must derive at least half of their revenues from cybersecurity, have revenue growth of at least 7% over the trailing three years for new additions to the index, or 5% for current index constitutions,

The OPEC production reduction has crude oil prices approaching $90 a barrel, causing some investors to be nervous that the cuts will reignite inflation worries. “There is some misunderstanding in general about the

This is in stark contrast to the approach taken in the United States, where about 90% of the soybean and corn fields are genetically modified.3 Figure 2 illustrates the progression of a few different crops in the U.S. 4 A

Importantly, NLR’s strong relative showing this year may not be a one-off event because, in the U.S., there’s more political support for nuclear than many investors may realize. NLR, which tracks the MVIS Global Uranium

And when accounting for seasonality issue between quarters, strong year-over-year growth in certain consumer discretionary categories (e.g., clothing, general merchandise, furniture, building products, and electronics) continues and drives the bulk of total e-commerce sales. But

LVHD is dominated by the utilities and staples sector. Economic and market conditions look troubling. LVHD’s low beta qualities and cheap valuations make it a useful pick in the current environment. Looking for higher risk/reward options trading ideas?

Energy prices should stay at permanently higher baseline levels thanks to the economic disintegration, and this should support these companies’ markets and their fundamentals. In general, energy security has become