As we entered this year, all eyes were on the Federal Reserve’s rate-cutting trajectory. The question wasn’t “if” but “when” and “by how much.” However, recent developments have turned the narrative on its head. Kevin Flanagan discusses this shift and the effect on the markets.
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When we launched the Enhanced Commodity Strategy Fund (GCC), we set out to offer a more diversified commodity strategy. Alejandro Saltiel and Luca Berlanda provide an update on the Fund and highlight its performance versus the Bloomberg Commodity Total Return Index—one of the primary benchmarks for broad commodities investing.
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Our Global Chief Investment Officer, Jeremy Schwartz, recently joined Advisor Perspectives’ Gaining Perspective podcast to share his latest takes on the economy, inflation, interest rates, market valuations and more.
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U.S. market leadership has been well established for much of the last 15 years, but it might surprise a number of readers to learn some European ETFs outperformed the U.S. over the last three years—so long as those ETFs employed a currency-hedged approach. To demonstrate this, Christopher Gannatti compares European to U.S. equities.
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Who would've predicted that, during the first quarter of 2024, we would see record high in Japan's Nikkei 225 Index equity market? Christopher Gannatti discusses this new high after 35 years and compares different ETF strategies for investing in Japanese and US equities including our Japan Hedged Equity Fund (DXJ).
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At today's FOMC meeting, the Fed kept rates unchanged, marking the sixth consecutive time the policy makers decided to take no action on the rate front. Against this backdrop, Kevin Flanagan looks ahead at what investors could expect for the remaining meetings this year.
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