KraneShares

Investors face a FLATION complication. New factors have realigned investor assumptions, significantly increasing the likelihood of problematic inflation or deflation over the next twelve months depending on who you ask. Managed futures funds, like the KraneShares Mount Lucas Managed Futures Index Strategy ETF (Ticker: KMLM), are among the few investment strategies that have thrived in both of these scenarios, thanks to their ability to go long and short on commodities, currencies, and global bonds. Read our latest article: https://lnkd.in/g5vt-Qjm

Bloomberg held its “5 Investment Themes for 2025” last week, and KraneShares was front and center as Luke Oliver outlined the unique opportunity in the overlooked $1 trillion Carbon market. Low correlations to equities and double-digit return expectations make this a must-look for 2025. Eric Kane Nick Chen Climeworks Jennifer Jenkins Rubicon Carbon

Although 2024 has been a challenging year for carbon markets, the long-term fundamentals remain strong across all key regions. Read today's blog for an in-depth review of carbon markets in 2024: https://lnkd.in/gVimNahp

Brendan Ahern joined Michael Batnick, CFA and Ben Carlson, CFA to discuss the opportunities in Chinese equities, highlighting the potential for growth in Chinese tech stocks and their valuations, monetary policy adjustments, and the factors that could reinvigorate investor interest in China's markets. Listen: https://lnkd.in/gBCfq8Es KWEB

Reuters reported that Tencent, along with ByteDance, are working with Apple to incorporate their AI into iPhones sold in China. Read CLN: https://lnkd.in/gmPvchES

Dividend stocks had a strong day following the concise release from the State-owned Assets Supervision and Administration Commission (SASAC). Read CLN: https://lnkd.in/gNMraB6H

Mainland #media continued to emphasize Premier Li and the #economic #policy support releases after the Central Economic Work Conference (CEWC). Read CLN: https://lnkd.in/gvD77xNZ #China #HongKong #investing

Brendan Ahern joined CNBC's Worldwide Exchange to discuss the recent activity in #China's #tech #market, more potential #policy out of the China Economic Work Conference, and what this means for the KraneShares CSI China Internet ETF (Ticker: KWEB). Watch: https://lnkd.in/gJiv2MnQ #ETFs #investing #stocks

Although headline retail sales missed expectations, certain categories experienced strong growth year-over-year (YoY) including #autos, +6%, and household appliances, +22%. Read CLN: https://lnkd.in/g-_k5Smx #China #HongKong #investing

Register for Hedgeye Risk Management, LLC CEO Keith R. McCullough's market outlook covering Positioning For 2025 Following a Year of Concentrated Equity Returns. KraneShares CIO Brendan Ahern and Hedgeye Asset Management, LLC CIO John M. III will join him. They will discuss inflationary risks, #portfolio positioning following strong #US #equity returns in 2024, the practical application of Hedgeye's Quad Model and Risk Range™ signals, and the KraneShares Hedgeye Hedged Equity Index ETF (Ticker: KSPY). Register: https://lnkd.in/gdN8rm3V #ETFs #investing #stocks