BFIT News and Press, Global X Health & Wellness Thematic ETF From 11/09/21

October’s PMI readings from around the world were strong with a new high in the percentage of countries in growth mode. Under the surface, however, risks loom in the background with China and the ongoing backlogs/supply chain disruption issues. More concerning might be the ...

Worldwide manufacturing output growth slowed in October to the weakest so far in the recovery from the initial pandemic lockdowns. This shortfall of production could be to a large extent explained by ongoing supply constraints, in part relating to labour but more widely for raw materi...

The interesting thing is that, depending on how you define “global stock market capitalization”, the US stock market is not nearly as big as we think. If we use the actual full market capitalization the US stock market is just 41% of global equities. But if we use the in...

China’s emergence as a global economy on the world stage is perhaps the biggest economic story of the last 30 years. Due to short sale constraints, among other features, China’s exchanges have sometimes been prone to added volatility, with notable bubbles and busts occur...

Low Vol has been in the doldrums for most of the equity rally from the pandemic lows of March 2020, as would be expected based on its historical return patterns. Well-established academic research has found that stocks with lower volatility (or beta) tend to generate higher risk-adjus...

As we move into Q4, markets are in a tug-of-war involving various good news vs. bad news debates. COVID-19 cases are declining, but central banks are considering tightening monetary policy. Earnings growth is strong, but year-over-year comparisons will become tougher. Employment stati...

The strong economic and market trends of the first half of 2021 wavered during the third quarter. The coronavirus delta variant caught up with the US at the height of the summer, just as vaccinations slowed and concerns grew that inflation might flare and persist. Even so, equity mark...

According to the Federal Reserve, US Industrial Production declined by a large 1.3% in September 2021 from August – with August’s estimate being revised downward to -0.1% month-over-month. We’re led to focus on the narrow and immediate concerns with individual mon...

Investors have shifted focus from the immediate COVID-19 threat to the prospect of a cyclical slowdown and secular stagflation. Investors may also need to process a longer-term adjustment, because of the lasting impact of COVID-19’s shocks to both supply and demand. Markets...

Investors are still being challenged to reconcile high equity valuations with slowing growth, tighter monetary policy and upcoming fiscal drag. Global equities have retreated somewhat from peak levels recorded during since early September but the declines in most sectors have been mod...