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Tag Archives: thematic etf

Cyclical Investing

Sector and Asset Allocation in Cyclical Investing

Investing, Macro, PortfoliosBy Pawel Cylkowski24 August 2020Leave a comment

Assume you have now determined which cycle phase we have now? Want to figure out which sectors are best to invest in now and poised to outperform? In this post I shortly explain the general common knowledge as to the relative performane of different sectors throughout the business cycle. Also, I will explain how Smart…

GAS WEEKLY

GAS Weekly 10-14.08.2020

Investing, Macro, News&TrendsBy Pawel Cylkowski14 August 2020Leave a comment

S&P500 is still less than 1% off its new all time highs, but has yet to deliver this little milestone. I have wrote about that possibility and why that might actually happen already a few times (for instance here). Still it is all happening with a wall of disbelief pouring from the peoples’ mounths. Remember…

bonds etf

Thematic ETFs – overview of the hottest topics

Investing, News&TrendsBy Pawel Cylkowski10 August 20202 Comments

ETFs (Exchange Traded Funds) comprising of a basket of securities that jointly have some exposure to a certain investing story are called Thematic ETFs. It is a fast-growing sector of investing. Such securities can give great well-diversified value, but there’s often a lot of work to be done before buying it. Not all of them…

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