"Reflation" kev lag luam yog resurfacing.
Kev mus ncig thiab kev lom zem cov khoom lag luam tau nce chav rau lub hlis no, nrog kev sib pauv pauv nyiaj xws li Invesco's Dynamic Leisure thiab Lom Zem ETF (PEJ), US Ntiaj Teb Dav Hlau ETF (JETS) thiab AdvisorShares 'Hotel ETF (BEDZ) tag nrho nce siab dua.
Qhov kev txiav txim siab ntau npaum li cas rau kev sib txawv raws li nws yog kom sai-los-los-tam huab cua sov thiab txo Covid-19 kev txwv, ETF Trends CEO Tom Lydon hais rau CNBC's "ETF Edge" lub lim tiam no.
"Peb tab tom pom cov paj laum nce ntxiv thiab kev hem thawj ntawm kev nce paj paj ntawm no hauv Asmeskas, tab sis txawv teb chaws, tsis yog txhua lub tebchaws tsim tau raug kev txom nyem los ntawm qhov kev hem thawj," Lydon tau hais hauv kev sib tham hnub Monday.
"Cov tib neeg muaj ntau haiv neeg mus rau thaj chaw xws li cov kev lag luam tawm tshiab, qhov uas nws tsis yog lub sijhawm kom tau txais txiaj ntsig zoo dua thiab koj tseem yuav tsis raug hem los ntawm cov tuam txhab nyiaj hauv nruab nrab uas yuav tsum ua raws li hawkish ntawm no hauv Asmeskas," nws hais.
Lwm txoj hauv kev los ua kom muaj kev sib txawv yog kev nqis peev hauv kev nqis peev nyiaj txiag xws li AXS Astoria Inflation Sensitive ETF (PPI), Astoria Portfolio Advisors tus tsim thiab CEO John Davi tau hais hauv tib qhov kev sib tham.
"Feem ntau tom qab kev lag luam poob qis koj tau txais cov nthwv dej no siab dua ntawm tus nqi, cyclicals, cov khoom lag luam-rhiab heev, yog li ib xyoos thiab ib nrab dhau los peb tau muab tso ua ke cov qauv kev lag luam-sensitive portfolio," said Davi, uas kuj yog nws lub tuam txhab kev nqis peev. tub ceev xwm thiab PPI tus thawj tswj xyuas cov ntaub ntawv.
Lub ETF muaj cov tuam txhab nyiaj txiag, lub zog, kev lag luam thiab cov khoom lag luam, keeb kwm ntawm plaub qhov kev ua tau zoo tshaj plaws tom qab kev lag luam poob qis, Davi tau hais. Tus ticker yog ib tug nod rau qhov dav ua raws li Tus Tsim Tus Nqi Index, US tsoom fwv qhov ntsuas rau cov nqi muag khoom.
Nrog rau cov nqi nce siab, cov tub ua lag luam thiab cov kws pab tswv yim yuav tsum faib 5-10% ntawm lawv cov khoom lag luam rau cov khoom lag luam tsom xam nyiaj txiag xws li Davis, nws hais.
"CPI yog 7%. Thaum kuv saib thoob plaws ntiaj teb, kuv pom kev nce nqi ntau dua li 15%, txawm tias siab dua thaum kuv saib cov nqi ntawm cov khoom thiab khoom noj khoom haus thiab cov nqi tsev, "David hais. "Yog tias kuv yog tus kws pab tswv yim nyiaj txiag, kuv yuav saib xyuas koj cov ntaub ntawv khaws tseg thiab hais tias koj tuaj yeem ua dab tsi ntawm cov paj los tiv thaiv kev nce nqi?"
PPI nce ze li 5% xyoo rau hnub tim.
Disclaimer
Tau qhov twg los: https://www.cnbc.com/2022/02/19/reflation-trades-are-resurfacing-heres-where-the-moneys-going.html