INFL News and Press, Horizon Kinetics Inflation Beneficiaries ETF From 05/13/22

Marsh & McLennan is the top insurance broker and a rare example of a successful serial acquirer. Margins have expanded impressively in the last decade, overcoming a soft insurance market most of the time. The insurance market has improved lately, and premium pools are expected...

Movements in global sector indices are consistent with investors reappraising portfolio allocations and shifting objectives towards capital preservation in real terms. The volatility in interest rate expectations has flowed into FX markets. We maintain a neutral outlook on global ...

We're seeing declining asset prices from bond to equities, and in some cases, real assets because of higher inflation. We are seeing early signs that inflation is starting to moderate. Equity market is currently pricing in the probability of a mild recession. For further det...

While growth outside of China has shown some encouraging resilience, losing only marginal momentum in April on average, this can be linked to resurgent spending on consumer services amid loosened COVID-19 restrictions. Worsening supply chain delays meanwhile contributed to renewed out...

The pace of global economic growth slowed in April to the lowest since the downturn of the second quarter of 2020. While an easing of COVID-19 containment measures on average globally helped to sustain service sector growth in April, the rate of expansion in the service sector fell to...

EQRR is a specialty ETF designed for rising rate environments. Fees are modest at 0.35%, and it's come through for investors lately. EQRR is outpacing SPY by 13.52% YTD. However, it's excessively risky. It owns 50 stocks primarily across five sectors, and if interest rate forecasts tu...

Earnings momentum loses steam as a growth scare permeates the corporate landscape. Rising policy rates and expanding credit spreads make for an uneasy financial environment. The market evolves toward an ex-growth period. For further details see: Chart Of The Week - Globa...

The major markets’ technical review will help readers understand the underlying technical conditions for potential opportunities and risk management. This helps refine not only decision making about what to own and when but what to overweight or underweight to achieve better pe...

Global central banks continue to warn that COVID, and other issues, persist. Traders seek some clarity and understanding of what’s going to happen next. In our opinion, the extended demands relating to the superheated reflation of the post-COVID economy set off an explosive inf...

Investors face a trifecta of worries: rate hikes, inflation and volatility. In Q1 2022, equity markets took stock of a changing economic and geopolitical landscape. Looking forward, economic and geopolitical uncertainty will likely increase. For further details see: Look...