DSI News and Press, iShares MSCI KLD 400 Social From 04/28/25

2025-04-28 01:55:05 ET Summary Stance Sustainable Beta ETF has a portfolio of 100 stocks focused on ESG criteria, excluding fossil fuels and tobacco. CHGX is well-diversified in holdings due to its equal-weight methodology, but quite concentrated in the technology sector. Desp...

2025-04-25 06:15:00 ET Summary Small-cap underperformance has historical precedent — but cycles turn. We’re in the 12th year of a small-cap lagging cycle, longer than average. Historical data suggests a reversal is near. Higher interest rates are reigniting migra...

2025-04-19 02:25:00 ET Summary When the U.S. announced a fresh round of tariffs on April 2, the U.S. economy was still gaining momentum and, in our view, more resilient to exogenous shocks than investors had appreciated. We do acknowledge that a worsening trade war, further fiscal...

2025-04-09 10:13:01 ET Summary Nuveen ESG Large-Cap Growth ETF focuses on ESG criteria, with a 74-stock portfolio heavily weighted in technology. The NULG ETF has outperformed the S&P 500 Growth Index since 2016 but lagged behind it in the past 12 months. Compared to compe...

2025-03-06 15:30:31 ET Summary In February, twenty-three new analysts joined Seeking Alpha, offering diverse stock picks and insights, from biotech to automotive and energy sectors. Analysts provided ratings from Strong Sell to Strong Buy, with detailed justifications based on mar...

2025-02-24 00:35:13 ET Summary The new U.S. Administration is aggressively rolling back ESG regulations and defunding initiatives, reducing corporate and investor incentives for ESG investments. DSI, an ESG-focused ETF, is likely to underperform as ESG relevance declines and deman...

2025-02-07 01:10:00 ET Summary Markets were recently rattled by three executive orders announcing tariff increases on Mexico, Canada, and China, marking an opening salvo of President Donald Trump’s trade war. Markets initially tumbled in response to President Trump’s...

2025-02-03 02:10:00 ET Summary In 2024, returns were strong across stocks and bonds, but push out to two years, and the S&P 500 produced its highest return since the go-go '90s. Challenged markets, particularly within bonds, reflected the question in markets today: how to marr...

2025-01-29 06:30:00 ET Summary Geopolitical tensions and an uncertain inflation outlook rattled markets in the fourth quarter but U.S. stocks still managed to move higher. While other equities lagged and bonds remained flat, investors who held a balanced portfolio once again did w...

2025-01-17 04:30:00 ET Summary Historically, higher rates have exerted downward pressure on stock multiples, i.e. valuations. The relationship has only been significant with extreme moves of 3% or higher. A modest rise of rates on the back of stronger nominal growth would supp...