IXC News and Press, iShares Global Energy From 04/23/21

The pace of recovery has begun to diverge across economies, with vaccination progress and the scale of government stimulus among the biggest swing factors. Macro disparities have also begun filtering into EPS growth expectations. Cyclically sensitive sectors have dominated the upg...

The iShares Global Energy ETF is one of the largest energy sector funds that gives investors access to more than 50 of the world’s biggest energy companies. Oil price outlook is now looking better with the US economy gathering pace. The iShares Global Energy ETF has greater...

In March 2020, our suggestion was simple: Dump all your mega-caps holdings and buy the most beaten-up stuff. We thought that everything would do well (and it did), but we were almost certain that after losing 60%-90% of their value, smaller caps offer an opportunity of a lifetime. ...

The diversified ETF includes over 50 holdings that are weight-balanced, focusing on the quickly-growing renewable energy industry. The ETF widely outperformed the broader technology index as clean energy stocks surged due to favorable macro conditions. Unlike other ETFs, PBW inclu...

The DBC ETF tracks a basket of 14 heavily-traded commodity futures across energy, materials, and agriculture. The fund has performed well over the past year with commodities benefiting from an expectation of a macro recovery as the pandemic ends. Despite some near-term volatility,...

Rising commodity prices are "completely detached from reality," with oil (CL1:COM) in particular unmoved by news that typically would push it lower, Commerzbank analysts say."Nothing seems capable of halting the surge in oil prices at present," says the bank's Carsten Fritsch, noting Brent cr...

Risk assets continued their historic run last week with EM equities and commodities leading the way. Bonds sold off as the 10-year Treasury note yield broke above 1.20% for the first time since the lows last spring. The 10-year TIPS yield closed the week at 1.02%, near the all-tim...

2020 was a tumultuous year for oil markets, and energy markets more generally. For the oil market, the biggest uncertainty is the future path of demand. The change in US government leadership will also have important repercussions for the oil and gas industry. For further de...

Stocks are expensive on all metrics besides those based on low yields. Yields are rising due to the economic reopening and the fiscal stimuli. The Fed will follow the market and lean hawkish. The most vulnerable stocks to rising yields are in the tech and consumer discretionar...

Crude oil spiked to $50 on Tuesday as Saudi Arabia and Russia made a firm agreement to maintain low oil production. Forward estimates indicate that oil stocks will likely draw for most of 2021 as demand recovers faster than supply. The expected draw on oil storage this year may li...