Energy-related exchange traded funds strengthened Wednesday as tensions between Russia and the West over Ukraine threaten the crude oil markets and the Biden administration halts oil leases amid a legal fight over climate-change costs. Among the...
Read MoreThe growing water scarcity crisis is a humanitarian crisis with dramatic economic implications. A recent paper from Morgan Stanley notes that the gap between the global demand and supply of freshwater is expected to reach 40% by 2030. The climate...
Read MoreInvestors looking to add exposure to broad-based indexes to a portfolio should consider the increasing number of ESG-conscious options. A common misconception is that there is a tradeoff between ESG impact and financial returns; however, the...
Read MoreBy Michael Paciotti, CFA “Speak softly and carry a big stick; you will go far.” – Theodore Roosevelt Executive Summary • With inflation continuing to press above 7% at the consumer level, markets are now pricing in an 83% probability of 6 or...
Read MoreWhen Democrats passed the CARES Act in January 2021, it was viewed initially as a political achievement. Polling from Politico/Morning Consult showed 75% of registered voters supported the bill three months after its passing. Meanwhile, Democrats...
Read MoreCapital Group’s head of ETFs, Holly Framsted, and ETF Trends’ Dave Nadig weigh both sides of the active vs. passive management debate with CNBC’s Bob Pisani on this week’s “ETF Edge.” With the bulk of the money in ETFs still going into...
Read MoreSUMMARY We believe bull markets inevitably involve corrections. In our view, a ‘healthy’ correction is one where pullbacks are contained to less than half of the advance. We believe the markets are going through a ‘healthy’ correction, but...
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