Tag: ETF sectors and rotation

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.