AIRR First Trust RBA American Industrial Renaissance ETF Loading... : Investor Sentiment and Bull/Bear Views

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15:30
Jan 23
Richard Bernstein CEO and Chief Investment Officer at Richard Bernstein Advisors Meb Faber Show
Buy capital-starved US small-cap industrials.
The US has a massive trade deficit while globalization contracts, creating a need for re-industrialization. Capital markets should allocate capital to small and midcap US industrial companies that are starved for capital and where returns can be high, which RBA calls the American Industrial Renaissance.
AIRR 1ST
HIGH
18:43
Jan 16
Small/mid industrials diversifier replacing AVUV
The author favors AIRR for small and mid-size industrials with some banking exposure, noting slightly higher beta than the S&P but good returns and diversification. The author states they replaced AVUV entirely with AIRR in their portfolio. No catalyst or horizon is given.
AIRR 1ST
HIGH
20:32
Jan 14
Jim Caron CIO, Portfolio Management, Morgan Stanley Investment Management CNBC
Reindustrialization and onshoring are investable themes.
Reindustrialization and onshoring are key structural investment themes because if companies are not going to buy goods from China, they must make them at home. The shift is occurring not only in the U.S. but also in Europe.
AIRR 1ST
MED

About AIRR Investor Commentary

Across the available history and selected sources, Buzzberg tracks AIRR (First Trust RBA American Industrial Renaissance ETF) across 3 sources: 3 bullish vs 0 bearish calls from 3 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 3 total trade ideas tracked. Latest voices: Richard Bernstein, u/Plantain_Supernova1, Jim Caron.