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Invest in Inflation-Sensitive Stocks in Active ETF TURF
Etftrendsยท2025-10-10 13:49

Core Insights - The article discusses the potential rise in inflation and its implications for investment in inflation-sensitive natural resources [1] - The New York Federal Reserve has indicated rising short-term inflation and an increase in one-year horizon inflation, suggesting a favorable environment for natural resources investments [1] Investment Opportunities - Active ETFs, particularly the T. Rowe Price Natural Resources ETF (TURF), provide exposure to inflation-sensitive stocks, which historically perform better than traditional equities and bonds during inflationary periods [2] - TURF focuses on global natural resources companies, investing in 60-80 stocks with a fee of 44 basis points, and has returned 9.5% over the last three months, outperforming its category average [3] Company Performance - Nutrien Ltd. (NTR), a crop nutrient company, has achieved a year-to-date return of 39.1%, focusing on potash, nitrogen, and phosphates [4] - BHP Group (BHP), which specializes in iron and copper ore as well as coal, has returned 19.7% year-to-date [4] Future Outlook - Inflation-sensitive stocks, particularly in the natural resources sector, are expected to provide both upside potential and defensive benefits in a challenging market environment [4]