Tag: ETF sectors and rotation

About two-thirds of 6 million metric tons of pig iron imported by the U.S. in 2021 were brought in from Russia and Ukraine combined, according to the U.S. Census Bureau. Steel sector-related exchange traded funds are

The Russia-Ukraine war and Western sanctions on Moscow have thrown another wrench into global supply chain problems, reducing supply coming out of the Black Sea and fueling a surge in prices across a number of basic commodities like crude oil and nickel, the Wall Street Journal reports. “When

“86% of employed Americans and 89% of business travelers say face-to-face interactions are important for establishing and maintaining relationships with coworkers,” notes the AHLA. “85% of employed Americans and 88% of

In the third episode of the series, Lydon is joined by Jenny Chang, portfolio manager for the Goldman Sachs Future Health Care Equity ETF (GDOC).

GDOC focuses in four fundamental areas that Goldman Sachs believe can potentially revolutionize the sector: genomics, precision medicine, tech-enabled procedures, and digital healthcare.

In January 2020, a little-known rule went into effect that today regulates the kind of fuel maritime shipping vessels are allowed to use.

I believe IMO 2020 has contributed to shipping rates that have remained elevated for over a year now, the other contributors being the pandemic, country lockdowns, consumers’ increased demand for goods and the ongoing semiconductor chip shortage.

The London-based group—whose members include executives from over 200 companies including United Airlines, Japan Airlines, Expedia, Hilton, Royal Caribbean and others—said in a press release dated February 9 that this year’s recovery is dependent on two conditions: 1) steady vaccine rollout, and 2) the lifting of international travel restrictions.

Airline business confidence is improving, according to a January survey conducted by the International Air Transport Association (IATA), with nearly every airline CFO (96%) reporting that passenger demand increased in the fourth quarter of 2021.

A Russian invasion of Ukraine could materially disrupt the global oil supply in several ways, but none are likely, in our view.

As Russia currently exports around 5 million barrels a day of crude oil, Iran-style sanctions specifically targeting Russian oil exports could theoretically wreak havoc on oil markets, but they are unlikely, in our view

The market’s rocky start to the year surely has some investors thinking about adding protection to their portfolios. 3 ETFs for Playing Defense in 2022

“The damage to the UAE oil facilities in Abu Dhabi is not significant in itself, but it raises the question of even more supply disruptions in the region in 2022,” Rystad Energy’s senior oil markets analyst Louise Dickson told Reuters.

“The attack raises the geopolitical risk in the region and may signal the Iran-U.S. nuclear deal is off the table for the foreseeable future, meaning Iranian oil barrels are off the market, boosting demand for similar grade crude originating elsewhere,” Dickson added

Picking up from where they left off from 2021, energy sector-related exchange traded funds continued to lead the charge into the new year.

Shares of U.S. energy companies have surged in the first two weeks of the new year as a shift to the value style and assets that benefit from the highest inflation in four decades helped the sector.

Those concerns could eventually give way to opportunities with assets such as the ALPS Global Travel Beneficiaries ETF (JRNY).

JRNY, which tracks the S-Network Global Travel Index (TRAVEL), allocates over 46% of its roster to consumer discretionary stocks.