All entries by this author

Corn reaping the benefits of Chinese demand

Apr 28th, 2021 | By
Corn reaping the benefits of Chinese demand

By Aneeka Gupta, Director of Research at WisdomTree.

Corn has had a strong run over the past year, and we expect strong fundamentals coupled with improving sentiment to continue to support its upward trajectory.


The view of US investment-grade credit from Europe

Apr 28th, 2021 | By
The view of US investment-grade credit from Europe

By the ETF research team at State Street Global Advisors.

Investment-grade credit was the darling of investors in 2020. Dramatically wider spreads to government bonds, following the March sell-off, coupled with a central bank backstop made IG credit an easy investment choice.


Regime change takes root in Factorland

Apr 22nd, 2021 | By
Regime change takes root in Factorland

By FTSE Russell.

The rotation away from pricey defensive factors (notably Quality) into their cyclically sensitive counterparts (led by Value) went into overdrive in Q1 2021 as markets recalibrated expectations for a quicker post-crisis economic recovery.


Position for rates, reflation and reopening

Apr 21st, 2021 | By
Position for rates, reflation and reopening

By Anqi Dong, Senior Research Strategist at State Street Global Advisors.

In a reflationary regime shift with a favorable economic outlook, we see three industry opportunities that may benefit – banks, metals and mining, and retail.


Are we in a commodity supercycle?

Apr 21st, 2021 | By
Are we in another commodity supercycle?

By Mobeen Tahir, Associate Director, Research at WisdomTree.

The notion of a commodity supercycle is exciting for commodity investors. The term supercycle is used for a bull run that may extend for many years.


Aluminium’s surge fuelled by fundamentals

Apr 14th, 2021 | By
Aluminium’s surge fuelled by fundamentals

By Mobeen Tahir, Associate Director of Research at WisdomTree.

Strong fundamentals have driven aluminium prices in recent weeks. Can the rally be sustained going forward?


Fortify your 40% with emerging markets bonds

Apr 12th, 2021 | By
Fran Rodilosso, Portfolio Manager, Head of Fixed Income ETF Portfolio Management at VanEck.

By Fran Rodilosso, Head of Fixed Income ETF Portfolio Management at VanEck.

Emerging market bonds historically do well in rising rate environments—particularly when rates rise due to higher growth prospects rather than a taper tantrum.


Is now the time for sector investing?

Apr 6th, 2021 | By
Matthew J Bartolini, Head of SPDR Americas Research

By Matthew J Bartolini, Head of SPDR Americas Research at State Street Global Advisors.

The current market environment appears highly conducive to sector investing based on two variables: correlation and dispersion.


A quiet end to a strong quarter for commodities

Apr 5th, 2021 | By

By Fiona Boal, Head of Commodities and Real Assets, S&P Dow Jones Indices.

Despite giving up some of its recent gains in March, the S&P GSCI rose 13.5% in Q1 2021.


Replication: a simple solution to the hedge fund fee conundrum

Mar 29th, 2021 | By
Replication: a simple solution to the hedge fund fee conundrum

The great hedge fund fee debate is arguably asset management’s Gordian Knot – on the surface an intractable problem, but one that may have a relatively simple solution for allocators and institutions.