EJUL News and Press, Innovator MSCI Emerging Markets Power Buffer ETF - July From 04/14/21

The first quarter of 2021 brought what the Asset Allocation Committee expected, and as it looks to the next six to 12 months, it faces two questions. Do we think the economy will overheat, pushing bond yields to levels that unsettle equity markets or even force central banks to stifle...

The economic restart has lifted commodity prices. Beyond that, we see structural trends leading to a divergence of fortunes in different commodities. The International Monetary Fund has raised its global growth forecast to 6% in 2021. U.S. stocks hit record highs and yields traded bel...

In recent months, we've received many questions about how we expect emerging markets will perform once the Federal Reserve does begin removing monetary stimulus. We believe once the market becomes comfortable with global vaccine rollouts and herd immunity, we will see a sustained resu...

The PPI report last week didn't make a ripple in the markets, but the commentariat was all aTwitter about inflation and economic overheating and whether Powell might raise in rates in 2 years or 3. The market was not impressed. The 10-year Treasury yield moved all of about 1 basis poi...

Emerging markets saw a positive first quarter overall, although pandemic challenges remain an overhang on the global economy. We think EMs will likely stay resilient in the face of new challenges. We expect a sharp earnings rebound in EMs this year from a low base last year. E...

EM value multiples have remained stagnant and near single-digit numbers over the last six years - tough to find in the U.S. - while growth multiples have been rising. It is interesting to see how the S&P 500 Index’s P/E ratio has followed a similar path as the EM growth sto...

A year has now passed since the correction of March 2020, as markets first appreciated the implications of a global pandemic. With continued weakness in developed markets, we have seen a continuance of unprecedented fiscal and monetary stimulus. The concept of a world-leading emer...

Global PMI employment index at second-highest since May 2019 as firms seek to boost capacity. Job gains fueled by rising backlogs of work and brighter outlook. Broad-based developed word job market strength contrasts with stalling emerging market employment. For further deta...

Rapid vaccine rollout in the United States and passage of its $1.9 trillion fiscal stimulus package have boosted its expected economic recovery. In anticipation, longer-term US interest rates have risen rapidly, with the rate on 10-year Treasury securities going from under 1 percent a...

Central bank manipulation of asset prices has swamped fundamentals. Asia-Pacific is one place to look for value, because the world is shifting from the concept of nation-state to the concept of civilization. Mutually assured destruction is the most stable game theory structure tha...