ETF sectors and rotation

  • Agribusiness ETFs Took a Dive in the Second Quarter

    Market observers are now mulling over whether or not fertilizer stocks can rebound after the broad market selling, or if this market segment was just caught up in the hype after Russia invaded Ukraine and disrupted global fertilizer exports. Fertilizer stocks and agribusiness-related

  • Fears of Waning Demand in a Recession Weigh on Oil ETFs

    Product inventories are at critically low levels, which also suggests restocking will keep crude oil demand strong,” Bart Melek, head of commodity strategy at TD Securities, said in a note. Physical markets are

  • A Closer Look At The Listed Infrastructure Advantage

    While what matters most for infrastructure investors is access to attractively priced, high-quality assets that have the potential to deliver the cash flows, dividends and total returns to match their investment

  • Are Bank Stocks Undervalued?

    Recession risks have dragged on bank stock returns as investors have become less optimistic about the economy having a soft landing in the current inflationary environment, Morningstar senior equity analyst Eric

  • What Slow but Steady Wireless Growth Means for Top Telecom Stocks

    Fears of slowing wireless customer growth have yet to materialize, as we estimate the industry added 1.9 million net new postpaid phone customers during the first quarter, up from less than 1.8 million a year ago. With the U.S. postpaid phone customer base growing around 4% year over year for the past several quarters versus less than 1% population growth, this pace of wireless growth can’t continue, but carriers keep offering generous discounts to put 5G phones in customers’ hands to eliminate a reason to switch providers.

  • ACES Outperformed Last Week on Favorable Legislation

    The ALPS Clean Energy ETF (ACES) outperformed weaker equities markets last week as the Biden administration agreed to a two-year pause on solar panel tariffs on imports coming from Southeast Asian

  • Utilities Have Significant Solar Inroads

    The management teams of both companies said they were postponing a portion of their large solar growth plans because of tariff-related supply concerns,” according to Morningstar . “Two of our top picks, NextEra

  • ETFs to Capitalize on the Energy Transition

    In the recent webcast, More Than Just Renewables: Hidden ETF Opportunities in the Energy Transition, Andy Hicks, senior vice president and director of ETF portfolio management and research at SS&C ALPS