FTGC News and Press, First Trust Global Tactical Commodity Strategy Fund From 03/04/25

2025-03-04 07:50:00 ET Summary What seasonality means for metals. Can copper prices continue their surge? China's economic challenges and the implications for commodities. When it comes to the forces driving commodity prices, there are numerous factors at play, inclu...

2025-02-24 06:31:00 ET Summary Housing starts, housing permits and existing home sales all fell in January. We have been anticipating a ramp up in goods production since last year because the inventory overhang from COVID has been worked off. The Empire State manufacturing sur...

2025-02-21 08:57:00 ET Summary China's AI breakthrough, persistent inflation, gold’s outperformance, and rising energy demand underscore a shifting investment landscape. Inflation isn’t going anywhere. We’re in an extended period of above-target inflation - th...

2025-02-07 03:55:00 ET Summary We own real assets for their diversification benefits generally, and for their inflation-hedging properties specifically. In this blog, I review the performance of three indexes representative of asset classes that an allocator might include in a rea...

2025-02-07 01:45:00 ET Summary Tariffs can be bearish and bullish for commodities. Gold has been performing well amid tariff threats. Portfolio diversification can be key to handling volatility. While tariffs on Canada and Mexico are on hold, the U.S.-China trade con...

2025-01-28 10:50:00 ET Summary In 2024, we had two major investment themes - extreme innovation & financial excess from the government. We think Bitcoin will lead other asset classes in 2025. We think stocks are going to continue to benefit from this big innovation wave th...

2025-01-27 08:00:00 ET Summary The S&P 500 was up 1.75%, with tech stocks taking the lead as the President welcomed a group of leading technology CEOs to D.C. to announce big investments in AI. The big movers last week were the dollar (down nearly 2%), gold (up 2.6%), and non-...

2025-01-21 14:12:00 ET Summary Economic growth can be reduced to just two elements – workforce growth and productivity growth. The dollar’s reaction to Trump’s election makes clear why tariffs are the wrong remedy. The re-election of President Trump and th...

2025-01-20 10:18:00 ET Summary We would like to focus in on two topics: alternative investments and the related challenge of bolstering portfolios for elevated volatility and wide dispersion in potential outcomes. After several years in the doldrums for M&A due to rising rates...