EWJV News and Press, iShares MSCI Japan Value ETF From 04/05/22

Stock markets fell in the first quarter as Russia’s invasion of Ukraine destabilized the growth outlook, amplified concerns about rising interest rates and unleashed geopolitical risks. While the conflict has created many uncertainties, we believe the impact of persistent infla...

The magnitude of the war’s impact on growth and inflation will be determined by how much and for how long energy prices rise. The war, economic sanctions and the associated rise in energy costs are likely to exacerbate global shipping impediments, too, which had begun to recove...

As we head into the second quarter, it seems the list of economic concerns is growing rather than shrinking and yet equity markets find themselves in a very comfortable position. The rebound from the post-invasion lows has been impressive, to say the least, but whether it’s sus...

There’s a lot of talk about the Fed’s balance sheet, but I think what people forget is that the size of the balance sheets relative to gross domestic product is much higher in Japan and Europe. We seek to invest where the greatest opportunity resides, be it in EMs direct...

Preliminary PMI survey data showed only a modest impact from the Ukraine war on current economic growth in the world's largest developed economies in March. The United Kingdom recorded the strongest growth of the four largest developed economies for the third month in a row in March. ...

We now prefer U.S. and Japanese equities over European stocks due to the energy shock. We stay underweight bonds because of the inflationary backdrop. Bond yields sprinted higher last week, with U.S. 10-year Treasuries hitting near three-year highs. Signs of weakening economic activit...

High-frequency economic data are important because of the insight generated about the economy and the possible impact on policy. In the bond market, the Chinese 10-year premium has collapsed. It last finished above 100 bp on March 7. Bedeviled by Covid and natural disasters, the J...

Investors appear remarkably calm at the moment given the level of uncertainty we’re facing this year, from inflation to interest rates and even Covid, when you consider China is still embracing lockdowns. Throw soaring commodity prices into the mix and there’s plenty of ...

Preliminary PMI survey data showed only a modest impact from the Ukraine war on current economic growth in the world's largest developed economies in March. Business activity continued to grow strongly across the G4 developed economies of the US, eurozone, UK and Japan in March. G...

Preliminary PMI survey output indicators rose in Japan and Australia during March. Supply chain constraints and worsening price pressures have become more pronounced following the Ukraine crisis. Rising cost pressures and geopolitical uncertainty weighed on the business outlook am...