ETF provider: Guggenheim

Ticker: SEA

ISIN: US18383Q7960

Currency: Dollar

Exchange: NYSE Arca VS

Today a significant drop since Maersk came with bad grades. Still, I think we are close to the bottom. The freight rates are so bad that a lot of capacity has been taken out of service. Small owners will largely disappear. Less capacity combined with a growing world economy that can quickly take care of better prices. This ETF mainly large companies that can benefit first from better prices. Difficult to say when this shipping ETF will rise sharply. May take some time. But the increase will begin to go very hard. So a good long term investment for investors with patience.

ETF provider: Amundi

Ticker: CWF

ISIN: FR0010791152

Currency: EURO

Exchange: Euronext Parijs

The interest rate does not drop further, but slowly some rise. That's good news for the banks. Economics is always healthier to be. Economic growth combined with slightly higher interest rates is what needs this world financial ETF.

ETF provider: iShares (BlackRock)

Ticker: INFR

ISIN: IE00B1FZS467

Currency: EURO

Exchange: Euronext Amsterdam

The growth of the world economy which is slowing. Central banks are increasingly relying on government stimulation. Going governments encourage this is often due to higher infrastructure budgets. The IMF does often calls for more investment in infrastructure. Many infrastructure is outdated while in Europe but also think of the US In Asia still need infrastructure growth. In short, there will be growth in infrastructure spending control. But on the other hand, it will be slow because the cogs turning to governments simply not fast.