OBOR News and Press, KraneShares MSCI One Belt One Road Index

2024-06-26 10:55:00 ET Summary Our base case scenario is for the U.S. economy to achieve a soft landing, but we still see a 35% probability of a recession over the next 12 months. Conditions are improving in most other developed economies, including in the eurozone, the UK, and Ja...

2024-06-17 00:42:00 ET Stock Traders Daily has produced this trading report using a proprietary method.  This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...

2024-06-03 10:51:00 ET Summary We see the asset class underpinning several key growth megatrends, but also the return of “big government” and its pursuit of security and protectionism. Infrastructure has provided the essential building blocks of an industrial economy...

2024-06-01 00:35:00 ET Summary Global listed infrastructure is set to benefit from significant structural growth drivers. Key drivers, such as the energy transition, demographic shifts, and increased digitalization, are creating substantial opportunities for investment and develop...

2024-05-31 12:30:43 ET Summary Infrastructure has historically outperformed global equities as interest rates have peaked. Infrastructure assets offer meaningful capital upside and have long-term thematic drivers, such as decarbonization and AI. We expect infrastructure divide...

2024-05-17 10:40:00 ET Summary Traditionally, infrastructure portfolios have been divided into listed and unlisted segments, with investors choosing between one or the other. In practice, integrating both into portfolios strengthens investment approaches in the current economic landsc...

2024-05-16 08:00:00 ET Summary Managers are increasingly focusing on sectors beyond tech that could benefit from the rise in AI in the short term. These include healthcare and consumer companies, which also have more attractive valuations. Globally, managers anticipate an increase...

2024-05-10 08:35:00 ET Summary The apartment sector continues to experience deterioration in market fundamentals, primarily due to oversupply in Sunbelt metros. Demand has remained largely positive, but is not strong enough to offset record deliveries. Liquidity remains constr...

2024-04-25 15:15:00 ET Summary The first quarter was a more favorable environment for active managers in U.S. Large Cap, U.S. Small Cap, Emerging Markets, the UK, Europe, Australia, Canada, Long/Short and Global Real Estate, while being more challenging for Global, Global ex-U.S., Jap...

2024-04-10 11:00:00 ET Summary Despite a lacklustre couple of years, there seems to be a buzz around listed infrastructure funds. Infrastructure assets tend to come with a lot of debt attached, often considered bond proxies, and therefore vulnerable to the rising rate environment ...