WEBCASTS
Can Investors Capitalize on Supply Chain Disruptions?
New ETF Opportunity
With the global economy getting back on its feet, supply chains have been dominating headlines. What's lost in the noise is how the shipping and air freight industries will potentially benefit from the enormous, synchronized rebound in global trade, all while fiscal stimulus appears to be fueling consumption. In this upcoming discussion with U.S. Global Investors and ETF Trends, we'll explore how a supply and demand imbalance, partially due to COVID-19 and the upcoming holiday season, may be a boon for investors looking to potentially enhance their portfolios ahead.
SUMMARY
Join Lara Crigger, Managing Editor of ETF Trends and ETF Database, as she moderates a discussion on:
- Shipping and air freight's role in the global economy
- How recent port congestions can signal demand opportunities
- Seasonal holiday trends that could further support shipping and air freight
- Focus on a newly launched shipping and air freight investment strategy seeking to capture these opportunities
NOT accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Frank Holmes
CEO, U.S. Global InvestorsExecutive Chairman, HIVE Blockchain Technologies
Lara Crigger
Managing EditorETF Trends and ETF Database
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Important Disclosures
Distributed by Quasar Distributors, LLC. U.S. Global Investors is the investment advisor to SEA. For more information on the U.S. Global Sea-to-Sky Cargo ETF, download a prospectus here.
Investing involves risk, including the possible loss of principal. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the funds. Brokerage commissions will reduce returns. Because the funds concentrate their investments in specific industries, the funds may be subject to greater risks and fluctuations than a portfolio representing a broader range of industries. The funds are non-diversified, meaning they may concentrate more of their assets in a smaller number of issuers than diversified funds. The funds invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks are greater for investments in emerging markets. The funds may invest in the securities of smaller-capitalization companies, which may be more volatile than funds that invest in larger, more established companies. The performance of the funds may diverge from that of the index. Because the funds may employ a representative sampling strategy and may also invest in securities that are not included in the index, the funds may experience tracking error to a greater extent than funds that seek to replicate an index. The funds are not actively managed and may be affected by a general decline in market segments related to the index.
The outbreak of the COVID-19 pandemic and the resulting actions to control or slow the spread has had a significant detrimental effect on the global and domestic economies, financial markets and industries, including shipping and air freight. U.S. Global Investors continues to monitor the impact of COVID-19, but it is too early to determine the full impact this virus may have on the marine shipping and air freight industries. Should this emerging macro-economic risk continue for an extended period, there could be an adverse material financial impact to the U.S. Global Sea to Sky Cargo ETF.
Cargo companies may be adversely affected by a downturn in economic conditions that can result in a decreased demand for sea shipping and freight.
Foreign and emerging market investing involves special risks such as currency fluctuation and less public disclosure, as well as economic and political risk. By investing in a specific geographic region, such as China and/or Taiwan, a regional ETFs returns and share price may be more volatile than those of a less concentrated portfolio.
Fund holdings and allocations are subject to change at any time. Click to view fund holdings for SEA.
All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor.
Diversification does not assure a profit nor protect against loss in a declining market. ETF Trends publisher Tom Lydon is on the board of U.S. Global Investors.