CSML News and Press, IQ Chaikin U.S. Small Cap ETF From 01/25/23

Summary The pandemic bubble was driven by low rates as much as it was by over enthusiasm, unlike the 2000 tech bubble which occurred against a backdrop of relatively high rates. While IT spending surged during the pandemic, it was nothing like the late 90s, making an investment hangover...

Summary Tightening monetary policy drove rising 10-year Treasury bond yields and pressured equity valuations in 2022. Interest rates will drive the market environment, to some extent, according to our U.S. growth and core equity and U.S. value equity teams. Given the lagged impact, ...

Summary Introduction. The State of Ambivalence. Clouds on the horizon. For further details see: State Of Ambivalence

Summary We have hit the debt limit; we have a problem. How can we put off the problem and make someone else deal with somewhere down the road? Both political parties, in my opinion, don't really want a solution to the "debt" problem; they just want to send it off once again into the...

Summary The long-awaited downturn in global trade will take place in 2023. Supply chain realignments that have been years in the making will begin to take effect. Government policies launched in 2022 will bear fruit in 2023 and include subsidies for semiconductors and automotive electri...

Summary Reserve provisioning by banks against the likelihood of further deterioration in their consumer and small business loan portfolios. Analysts’ earnings estimates are finally catching up to the market, which decided already in 2022 that conditions were headed south. The...

Summary Looking at the most recent readings of many economic indicators, nowcasting gives a more up-to-date reading of the economy than gross domestic product. The weakest US sector is housing. Building permits have been on a downward trend for much of 2022 and dropped again in December...

Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The pro-cyclical tilt of our portfolio helped the S...

Summary Massive outperformance of high short interest stocks versus the S&P is notable in isolation and particularly so over the past five years. Pace of short covering has also been violent. Speed and size of moves might have caused large losses in systematic strategies leading...

Summary General market performance. Premium discount behavior trends. General performance of interval funds. CEF Insights Quarterly Review January 2023 Interview – Tom Roseen CEFA : Welcome to CEF Insights, your source for Closed-End Fund informa...