EFA News and Press, iShares MSCI EAFE From 07/13/22

Last quarter, the Asset Allocation Committee adopted an underweight view on global equities and leaned more heavily into cash, commodities and other alternative, diversifying assets. The Committee’s views on real and alternative assets are unchanged this quarter. The Asset ...

We see a new era of volatile inflation and growth sweeping aside a period of moderation. We downgrade equities and upgrade credit in this new regime. U.S. jobs data last Friday reinforced the supply shock causing persistent inflation. Yields resumed their rise as markets priced higher...

U.S. equity markets posted solid gains this past week as decent employment data eased concerns over a "hard landing"- for the U.S. economy at least- sparking a bid for risk assets. Recording just its third weekly gain in the past fourteen weeks, the S&P 500 advanced 1.9% on the we...

Regular income from your investments can have a powerful impact on your goal of becoming financially independent and reaching your retirement goals. Only regular income can make you financially independent unless you have accumulated very large net worth. Being financially independent...

The revised long-term outlook projects an annualized return of 4.9%. The current risk premium forecast for GMI suggests that multi-asset-class strategies overall will generate lower returns relative to results posted in recent years. Combining forecasts via several models may prov...

SPY is now in bearish alignment. I am reducing my exposure to SPY to 40%. All ETFs are in bearish alignment. In this month's article I outline why I will reduce my allocation to the SPDR S&P 500 ETF ( SPY ) in July to 40% with the other 60% of my assets to cash. ...

Recession fears and central-bank tightening are driving market volatility. Markets have faced a laundry list of concerns this year, including new COVID-19 lockdowns and an economic slowdown in China, the Russia-Ukraine war, surging inflation, and central-bank tightening. We think ...

Federal Reserve wants to hit the brakes, a 180-degree reversal from the recent two-year effort to turbo-stimulate the U.S. economy. USD's strength since early last year has defied a widening trade deficit, historic negative real interest rates, and growing anxiety that weaponizing the...

Growth is slowing, but it’s slowing to trend at this point. So not to zero, not to negative, but something like the trend that we’ve experienced over the last couple of decades. So, if you’re looking for a great way to play inflation, look to the small cap asset c...

All of the major central banks are facing a tight dilemma with inflation, but the European Central Bank has the hardest job at the moment. A monetary union, without a fiscal union, becomes a problem in a truly inflationary environment. A look at how Europe and the US differ in thi...