Policy Tightening – Topping Up
Disinflation creates a lot of room for rate cuts, but potentially from higher peak rates and at a later date.
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Disinflation creates a lot of room for rate cuts, but potentially from higher peak rates and at a later date.
The January market rally saw small caps leading the way, followed by mid caps. Among small- and mid-cap moat stocks, car businesses lead.
As ESG enters the political realm, it’s not a question of “if” we should have policies that restrict the voting shares of fund companies, but “which one.”
We outline the environmental themes we are watching in 2023 and which companies provide exposure to them.
VanEck has launched a new ETF focused on the uranium and nuclear sector, the VanEck Uranium and Nuclear Technologies UCITS ETF.