Why Family Offices Are Moving Beyond ESG to Impact Investing & How to Make the Move
Justin Kuepper
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Let's look at what sets impact investments apart and why they're a good...
As has happened many times previously, that article appeared at almost the exact bottom of the cycle.
One year after that issue was released, WTI had rebounded by more than 25%. Three years post-publication, crude was up more than 50%. It turned out that, in early 1994, “big oil” didn’t really need to do anything but wait. Two years further down the road saw oil tack on another 20%.
The flip side of that coin is also in play.
Airlines were the industry group benefiting the most from 2014’s plunge in crude prices. The relative strength (RS) of the air transport stocks recently hit its highest level in years.
Media outlets are falling all over themselves letting readers know that low jet fuel prices will boost airline company profits.The relative strength of the air transport group hasn’t been this high in more than eight years. The last two times the industry’s relative strength approached this altitude each preceded very bad times for airline company shareholders.
Note the huge run-ups in Fidelity’s Select Air Transportation Fund (FSAIX), The SPDR Transportation ETF (XTN) and the iShares Transportation ETF (IYT), all correlated to last year’s drop in oil pricing.
Disclosure: Paul Price owns no airline stocks, funds or ETFs. He is long shares of BWP, CR, DNR, DO, DOV, EMR, ESV, FLR, FLS, HFC, HP, JEC, KMT, SDRL, SLB.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's look at what sets impact investments apart and why they're a good...
Justin Kuepper
|
Let's take a look at how I-Bonds work under the surface – with...
Aaron Levitt
|
Assets in fixed income active ETFs continue to be favored by investors over...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
As has happened many times previously, that article appeared at almost the exact bottom of the cycle.
One year after that issue was released, WTI had rebounded by more than 25%. Three years post-publication, crude was up more than 50%. It turned out that, in early 1994, “big oil” didn’t really need to do anything but wait. Two years further down the road saw oil tack on another 20%.
The flip side of that coin is also in play.
Airlines were the industry group benefiting the most from 2014’s plunge in crude prices. The relative strength (RS) of the air transport stocks recently hit its highest level in years.
Media outlets are falling all over themselves letting readers know that low jet fuel prices will boost airline company profits.The relative strength of the air transport group hasn’t been this high in more than eight years. The last two times the industry’s relative strength approached this altitude each preceded very bad times for airline company shareholders.
Note the huge run-ups in Fidelity’s Select Air Transportation Fund (FSAIX), The SPDR Transportation ETF (XTN) and the iShares Transportation ETF (IYT), all correlated to last year’s drop in oil pricing.
Disclosure: Paul Price owns no airline stocks, funds or ETFs. He is long shares of BWP, CR, DNR, DO, DOV, EMR, ESV, FLR, FLS, HFC, HP, JEC, KMT, SDRL, SLB.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's look at what sets impact investments apart and why they're a good...
Justin Kuepper
|
Let's take a look at how I-Bonds work under the surface – with...
Aaron Levitt
|
Assets in fixed income active ETFs continue to be favored by investors over...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...