ETF sectors and rotation

  • From the Frying Pan Into the Fire: Why Climate Investing Matters

    For the world to curtail global warming impacts, trillions will need to be spent in the next decade on climate adaptations alone, up to 10 times more than current flows as climate risk escalates. This benchmark tracks the most-

  • As Power Generation Falls, EU Allowances Prove Resilient

    EU carbon allowances dropped but ultimately proved resilient despite declining power output and demand this year. “Trading activity has slowed in terms of liquidity, but prices have shown impressive resilience

  • Natural Gas Drives Permian Pipeline Growth

    As gas production in the Permian continues to grow, additional gas pipeline capacity will be needed, and midstream companies are looking to add incremental capacity in a capital-efficient way. Additional takeaway

  • Unlocking Diverse Potential in Carbon Allowances

    EU carbon allowances dropped but ultimately proved resilient despite declining power output and demand this year. “Trading activity has slowed in terms of liquidity, but prices have shown impressive resilience in the face of a

  • MOO ETF: Agribusiness Has Upside

    The VanEck Agribusiness ETF ( NYSEARCA: MOO ) owns shares of leading companies in the sector and has been trending higher since March 2020, when the global pandemic gripped global markets, sending asset prices to multi-year lows. Ukraine and Russia are significant agricultural commodity-

  • USCF launches commodities ETF targeting sustainable themes

    United States Commodity Funds (USCF) has introduced a new actively managed ETF delivering exposure to three sustainability-focused themes: agriculture, renewable energy, and electrification. When selecting investments

  • Midstream Companies: Engagement On The Energy Transition

    We have taken a broad-based approach in our engagement efforts with the investment grade midstream sector in particular, as these companies have lagged their energy sector peers in terms of emissions reporting and

  • How U.S. Crude Exports Reshaped Global Oil Trade

    Shale oil technology, matched with the 2015 lifting of the U.S. crude oil export ban, is adding millions of barrels per day to the global crude market. U.S. oil exports rose 22% in 2022 over the previous year to a record 3.6 million

  • Eyeing Opportunity for Rebound in Resources

    Despite the recent lackluster performance of resource equities, it is important to note that historically, overall cumulative returns tend to rebound effectively during periods of high inflation. We continue to monitor several key themes

  • Energy Transition Progression In H1 2023

    As we kick off the second half of 2023, we wanted to review some of the key developments from the first half of the year in the clean energy space and review the results of the S&P Global Clean Energy Index Series rebalance

  • In Energy Transition, Metals Are Mandatory

    The futures-based KMET holds contracts of the metals that are foundational pieces in the renewable energy transition, including aluminum, copper, nickel, zinc, cobalt, and lithium. Through growing efforts to combat climate change,

  • Propane Helps Fuel Midstream/MLP Growth

    Propane and other natural gas liquids (NGLs) have been important growth drivers for midstream companies as global demand for these products increases, particularly for petrochemical applications. Growth in NGL