Invesco DB Energy Fund

DBE

Valor de mercado US$ 125 mi

Energy was one of just three S&P 500 sectors to close higher yesterday and the only one with positive net breadth on the day. Nineteen percent of energy stocks are at 52-week highs, compared with 5.9% for second-place Consumer Staples.

Tech capex and geopolitics have dominated the headlines this year, but opportunities emerge elsewhere. Dividend growth investing could be hitting its stride amid shifting macro and micro trends. Novel, forward-looking strategies may help asset allocators find alpha beyond traditional income approaches.

Since the start of Operation Epic Fury at the end of February, Brent crude oil prices have risen as high as $150 a barrel as the Strait of Hormuz has been effectively closed by Iran.  Panic over supply is driving energy prices higher, and consumers are experiencing it at the pump with soaring gasoline prices.

As Europe confronts a new energy crisis, we explore key measures to strengthen energy security beyond simply lowering energy bills, and the potential implications for business leaders. Europe now relies on a wider range of suppliers, but paradoxically, the new geopolitical situation still leaves Europe vulnerable.

DBE hits a new 52-week high, as increasing oil prices and Middle East supply concerns keep the energy ETF in focus.

Countries around the world have scrambled to cope with the fallout of the energy shock from the Iran war. This comes as the Iran war stretches into its third week.

Global oil production has reached unprecedented levels, creating a widening gap between supply and demand. Non-OPEC+ countries, particularly those in the Americas, drive most expansion.

Oil prices regain momentum at the start of 2025 due to colder weather, falling U.S. stockpiles and additional sanctions on Russia's oil sector.

Goldman Sachs (GS) expects commodities to return 15% by the year-end. We have highlighted five ETFs that we think could be well-positioned if Goldman's commodity prediction comes true.