FITE News and Press, SPDR S&P Kensho Future Security From 08/16/22

The supply-related constraints which have troubled global electronics producers since early last year were compounded as demand conditions in key industries deteriorated in July. Although we've seen evidence that the supply crunch for electronic and electrical items has receded from i...

Elevated inflation, slowing global economic growth expectations, and reduced central bank liquidity remain the key economic considerations. The policy interest rate divergence between the U.S. and Europe is likely to increase amid heightened recession risk in Europe. We expect mar...

Only 10% of the nation feels positive about the economy, and last month, consumer sentiment hit a record low. Climate change is submerging or parching dense and developed regions all over the globe. The greatest threat to our nation isn’t an economic recession, but losing t...

HEICO Corporation is a diversified aerospace supplier, one with a great long-term track record. The company combines conservative financial practices with organic growth and bolt-on dealmaking. There is much to like about HEICO Corporation's business, outside a very premium valuat...

Global equity markets went into a protective crouch last quarter, and factor performance followed suit. The collapse in Consumer Discretionary and/or Technology stocks was a dominant driver of global factor performance in Q2. The Quality premium versus Value has returned to its lo...

Management teams will likely need to learn to do more with less. A rising tide of valuations, coupled with excessive use of stock compensation, has helped to keep a lid on labor expenses. This environment will likely bring prolonged pain to the more speculative corners of the mark...

As companies adjust to inflation, rising interest rates, and a likely economic slowdown, investors are struggling to compute future earnings and the impact on stock valuations. Broadening the sources of stability can help diversify risk and return potential. Geopolitical risk and ...

Maxar is a leader in satellite imagery and space infrastructure. Business on the mend following near insolvency in 2019. Upcoming catalyst could reignite revenue growth. I recently came across a news article from CNN showing Russian ships allegedly stealing Ukrainian...

Why the economy, practically speaking, may already be in recession. Why defensive sectors may be worth a closer look in the current environment. Market sentiment might be bearish, but that doesn't mean there aren't opportunities. Aggressive moves by central banks...

Crypto markets were under significant pressure in June, but we remain positive on their trajectory. With summer in the Northern Hemisphere under way, we expect higher energy prices to increasingly influence consumer spending decisions, including their vehicle purchases. We believe...