

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.

Oil could hit $200 if the Iran conflict drags on and Hormuz stays shut. Energy ETFs may surge but risks remain if tensions ease quickly.

USO and other oil ETFs draw focus as extended US-Iran nuclear talks keep crude volatile, with sanctions and supply risks driving sharp market swings.

RSPG, IEO, FCG, PXE and XOP are included in this Analyst Blog.

The energy sector has become a leader after being a laggard over the past two years.

The Invesco Energy Exploration & Production ETF is a hold due to mixed factors impacting the oil and gas industry. PXE has underperformed compared to its peers over the past decade, but has outperformed the overall market in the past year. While oil and gas will remain dominant in the short term, renewable energy sources will eventually overtake them in the long term.

BOSTON, May 23, 2024 (GLOBE NEWSWIRE) -- Inozyme Pharma, Inc. (Nasdaq: INZY) (“the Company” or “Inozyme”), a clinical-stage rare disease biopharmaceutical company developing novel therapeutics for the treatment of pathologic mineralization and intimal proliferation, today announced that the Company will present recently announced topline data from the Company's ongoing Phase 1/2 clinical trials of INZ-701 in adults with ENPP1 Deficiency and ABCC6 Deficiency (manifesting as pseudoxanthoma elasticum, or PXE), during oral presentations at two upcoming medical conferences.

Oil prices surged recently to their highest levels since October as investors closely monitored escalating geopolitical tensions in key regions. The improved demand outlook is another reason for which oil prices can go higher.