RYE News and Press, Invesco S&P 500 Equal Weight Energy From 01/13/21

Following the standards set by the Paris Accord, 30% of all oil on the planet will be left in the ground. Pressure has been placed on oil prices by an increasing focus on ESG factors. We have a non-trivial long exposure to energy through our currency positioning. For further...

This Bespoke Asset Class Performance Matrix (ACPM) shows that as of 1/8/21, Emerging Markets have started the year with decent returns. Oakmark International is particularly appealing given it's 3-year return (just barely positive) and its percentile rank in the high 90s for the 3-yea...

XLE has risen ~50% since its October 29 low, and in the process, looks to have formed a solid base despite still-widespread pessimism over the outlook for the sector. Despite the strong gains, the Energy sector's share of total U.S. market cap remains minimal, far below the level that...

The iShares U.S. Energy ETF gives investors exposure to 36 mid-to-large-cap energy companies, although its portfolio is tilted towards the oil majors and independent oil producers. Oil prices could further strengthen in the future, lifting the stocks of the iShares U.S. Energy ETF...

The U.S. officially pulled out of the Paris Climate Agreement yesterday after giving the required year's notice on Nov. 4, 2019.It makes the country the only one of 197 signatories to have withdrawn from the deal struck in 2015, and which Joe Biden has said would be revived if elected preside...

Real assets, which include commodities, precious metals, real estate, and infrastructure, have several unique factors and investment considerations that set them apart from traditional financial assets. With broader market indexes becoming increasingly weighted to technology, real ass...

The contrarian case for buying energy stocks just keeps getting stronger and stronger. Energy stocks now represent the most hated stock market sector of all time according to SentimenTrader. You just don't get these sorts of extremes in sentiment very often. And when you do, you b...

BP (NYSE: BP ) has become the first oil major to call the end of an era many thought would last another decade or more, saying the relentless growth of oil demand is over in its latest energy outlook . More news on: BP p.l.c., Energy Select Sector SPDR ETF, Vanguard Energy ETF, Top stoc...

US energy independence has long been a key goal for policymakers and oil and gas companies alike. Rapid growth in domestic oil and natural gas production, which have increased by 8.6% and 4.6% annually through the 2010s, respectively, has brought the US close to achieving that goal. While COVI...

If you looked at the two different covers of The Economist for May 30, 2020, you saw the 100,000-death message on the American version, and you saw the Hong Kong security law depiction on the Asian edition. Internal content was mostly the same, but the lead stories reflected the world as the...