(New York)

Stock and commodity prices have been all over the place of late…see the full story on our partner Magnifi’s site

(Tokyo)

The Fed is once again shaking the financial world as tapering signals are trickling in…see the full story on our partner Magnifi’s site

(New York)

The chip shortage of 2021 has been an ongoing saga that has benefited many of the largest manufacturers…see the full story on our partner Magnifi’s site

(New York)

According to a poll of leading bond strategists surveyed by Reuters, there is likely to be a correction in bond markets in the next three months. The reason why is that central banks across the world are all looking for the exits from their stimulus programs. The head of strategy at Rabobank commented that “The message from Powell is: We will look through it (inflation). We're not going to jump to conclusions and that creates some calm. But you just need a couple of big surprises (in data) and things are again open to correction”. 59% of those strategists surveyed said they saw a “significant” sell-off in global bond markets coming in the next three months.

FINSUM: This all depends on timing and signaling. If the Fed makes an inadvertently hawkish statement, you could easily see a 2013-style Taper Tantrum. But if the Fed uses careful wording and guidance, the whole transition could be smooth.

(New York)

Advisors likely know Global X as a leader in thematic investing—heck they practically invented the space! Well the know-how and expertise you know and love from their ETFs is available as part of a suite of model portfolios at Orion. In partnership with Orion Portfolio Solutions, Global has launched both an Equity Thematic Disruptors ETF Model Portfolio and five Core Series Models tailored to specific risk appetites. In Global X’s own words, the Equity Thematic Disruptors ETF Model Portfolio “Targets structural and long-term trends that transcend traditional sector investing and provides investors with access to potential growth opportunities”.

FINSUM: Exciting to see Global X bringing its edge to the model world. The Disruptors model seems like a one-stop shop to access cross-sector innovation.