GUNR News and Press, FlexShares Global Upstream Natural Resources Index Fund From 05/05/22

Petrobras talks about wanting to replicate Exxon Mobil's Guyana assets, just go straight to the source. The company is building up its upstream and integrated asset portfolio increasing margins. The company will be earning $10s of billions in profits which it can utilize for share...

This article provides data and examples for how (and why) various assets typically perform during stagflationary environments. Bonds and growth stocks tend to have the most trouble. Value stocks, commodities, and real estate are typically the places to be. Some cash can also help ...

Due to Russian aggression in Ukraine, the Russian Federation is facing tremendous multi-level sanctions. In the short and medium term we expect Russian exports and imports to significantly decrease, the fall however will differ depending on the industry and transport mode. In the ...

Four revealing stock market charts send mixed signals. Market timing is not the answer. Adopt and maintain an all-weather portfolio. For further details see: Investing When Key Market Charts Conflict

A look at the causes of price inflation. An exploration of why price signals are important. Several examples of price signals and what they are likely telling us as market participants. For further details see: What Price Signals Are Telling Us

We have seen crypto disruption expand across the financial system and expect this to continue. Inflation pressures may linger through 2022 and pose a risk of spiraling into a more persistent economic factor. Historically in these market environments, real assets—including n...

I share key insights and top picks and pans from seven great investors of our time. There is diversity of opinion, but some agreement on crucial investment themes. These include a long-term decline in the dollar, persistent inflation, poor long-term Treasury returns, speculative e...

The Covid vaccination rate hit a saturation rate in most developed countries leading to more hospitalizations for the delta variant. International freight prices have skyrocketed, and we reached new record congestion at the LA port. Transportation has a strong effect on prices, an...

TIPS can do better than normal Treasuries in an inflationary environment. However, counter-intuitively, they are still virtually guaranteed to underperform inflation. TIPS are a low-volatility way to play defense against inflation, but some more volatile assets can be the biggest ...

The IHS Markit Global Sector PMI™ signalled sustained strong recovery for the global economy, led by the consumer services sector. Basic Materials sector output growth eased for a second straight month to land in the last position of the eight sector groups we track in the glob...