COMT News and Press, iShares Commodities Select Strategy ETF From 05/27/22

Money market funds and equity funds reported weekly inflows, while tax-exempt bond funds and taxable bond funds suffered outflows. Fears of inflation, continued supply chain issues, and a decline in consumer confidence have engulfed the market. Growth/value-large cap ETFs, equity ...

How similar will the next three or five years look from the years that immediately preceded the pandemic? And what are the implications for us as global equity investors? We don’t expect anything like the hyperinflation and stagflation we experienced in the 1970s; our outlook s...

The economic news emanating from Britain and the European Union is continuing to come in weak, as many European countries are expected to slip into a recession this year. While inflation may be ebbing in China and the U.S., inflation is still accelerating in Britain and the rest of Eu...

Our rising price problem is, more than anything, a supply problem, and reducing demand is certainly one way to tackle it. But returning to the pre-COVID growth rate doesn’t mean we are headed to recession, that contraction is in our immediate future. US stocks and REITs wer...

Concerns about inflation adversely impacting the consumer and corporate profitability appeared to drive the weakness. The consumer staples and consumer discretionary sectors led today’s decline, trading down around 5% and 6%, respectively. Given the compounding uncertainty ...

We see volatility in equities, but volatility in fixed income is even higher than equity. The first thing that many investors look to diversify into in periods of high inflation and rising rates are real assets and real estate, in particular. I think blockchain, as a technology an...

Ternium S.A. saw dramatic increases in revenue and profits in 2021 with a more than 400% increase in earnings per share compared to 2020. The company’s stock pays a significant dividend which can make it look more attractive as interest rates continue to increase. It is que...

Money managers are extremely bearish but still not quite at the level of "full capitulation," according to the latest BofA survey out Tuesday. The May Global Fund Manager Survey showed cash levels jumping to 6.1%, a 20 year high and up from 5.5% in April. But the missing piece for full market...

The rising rate, rising dollar environment continues with the dollar index hitting a 20-year high last week. That rising dollar is having an impact on the rest of the global economy but so far it has been manageable. There are a lot of companies out there that have come public over th...

After a historic two years, we're pivoting from bullish to bearish on commodities. Weakening technicals, crowded positioning, and the overwhelming bullish consensus make for a treacherous tactical outlook. Stretched valuations, strong dollar, and a weakening macro backdrop also pr...