EPOL News and Press, iShares Trust MSCI Poland From 03/18/20

By Petr Krpata , Chief EMEA FX and IR Strategist et al. As Covid-19 spreads across Europe causing more and more countries to take extraordinary measures, Central and Eastern Europe is no exception. Following some big market and central bank moves, our CEE specialists have updated our...

The European Central Bank did not reduce its policy rate of interest, something that many investors and analysts expected them to do. The expected reduction was not great, only 10 basis points, but a reduction was expected, nonetheless. Jack Ewing writes in the New York Times, “T...

Few days ago, we've touched upon the unbelievable move down in yields on Greek ( GREK ) government debt. Although there's nothing similar among the western world to that crash of yields on those "ouzo bonds", falling yields isn't only a universal phenomena, but it's reaching unprecedented le...

Editors' Note: This is the transcript version of the podcast we published last week . We hope you find it useful. Sign up for Let's Talk ETFs on the podcast platform of your choice to make sure you don't miss an episode: Apple Podcasts Spotify Google Play Stitche...

( Pexels/Artem Beliaikin ) The 2010s have been marked by one dominating theme for global equity investors, the consistent outperformance of U.S. stocks compared to just about all other countries. Just as the popularity of international investing took off in the late (pre-crash) 2000s, the al...

Last month, I made the argument that the Polish zloty would continue to see upside against the greenback. The PLN/USD saw upside up until the 0.263 level – at which point the zloty began to retreat. Source: investing.com A significant reason for this has been due to strength in ...

Poland is one of the most dynamic economies in the European Union, with an expected GDP growth of 4.3% for 2019 (forecast from October 2019), much above Germany's 0.5%, France's 1.3% or Spain's 2.3%. The only other countries in the EU which have a comparable growth forecast for the period of...

(Source: Pexels/Suzy Hazelwood ) In general, value investing has performed poorly over the past ten years compared to most bull markets. This is even truer abroad, as most international equities indices are still below their 2008 peak. Of course, value investing, and specifically internati...

Back in August, the Polish zloty had been seeing continued downside against the greenback. More specifically, I made the argument that I expected this trend to continue due to an increasingly risk-off environment that does not favour emerging market currencies. That said, we have seen a si...

( Source: Brexit (maybe) ahead ) Recently Seeking Alpha published a Q&A feature regarding Brexit, and asked me to participate. In particular, this involved possible scenarios affecting every investor. The whole project was structured as Q&A. ( Brexit Q&A feature published b...