'Inflation narrative' has given rise to these specialty ETFs, market analyst says

Exchange-traded fund investors are picking their spots in the market as inflation concerns rise, one trend watcher said.

"I think we'll see continued flows into this space and rightfully so, in our opinion at ETF Action," he said. "Bonds don't provide as much diversification as they used to," Schwartz said. "There is this fear of inflation. Rates are heading up from the Fed. What do you do for a standard 60-40 portfolio allocation? Commodities and inflation-sensitive places are one of those diversifiers."

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