EWL News and Press, iShares Inc MSCI Switzerland From 03/11/23

2023-03-11 00:46:00 ET Summary Wall Street will pay close attention to the February inflation report. The ECB is widely expected to raise interest rates by 50 basis points on Thursday but it’s what comes next that investors will be most interested in. The fact that the ...

2023-03-06 08:00:00 ET Summary The annual inflation rate in Switzerland rose to 3.3% in January 2023, which is considerably lower than other developed countries. Switzerland’s low inflation rates can be attributed to a range of factors, including a strong currency, energy s...

Summary The US has a very busy week ahead. The two main events are Fed Chair Powell’s semi-annual testimony to Congress and the nonfarm payroll report. Christine Lagarde’s appearance in the middle of next week will be highly anticipated following the February inflation dat...

Summary With the dollar still strong and inflation fears still looming, now is an especially good time for US investors to buy more foreign dividend stocks. US investors should also consider tax advantages of splitting international dividend stock exposure between taxable and tax-shelte...

Summary Disinflation trends are struggling and now Wall Street will look to see if improving manufacturing and service activity will further fuel pricing pressures. Eurozone: While headline inflation has been falling, core remains at the peak and policymakers are unlikely to ease off th...

Summary The latest round of economic data (retail sales, CPI, PPI, jobless claims) are all signaling more Fed rate hikes are coming. A quiet week for the UK with the early part bringing PMIs from the services and manufacturing sectors and the latter BoE appearances. This week’...

Summary Aswath Damodaran is an investing and finance authority on markets & valuation, among many other things. In a 2022 interview, he provided a masterclass in inflation, some lessons in history, and potential ways to protect your portfolio this time around. In a previous piec...

Summary The Valentine’s Day inflation report is the main event of this week. Investors will pay close attention to Fed speak after the January inflation report. In the EU, central bank speak as ever remains key with President Lagarde on Wednesday the standout. GDP figures...

Summary EWL has a good track record of mitigating harmful volatility. Conditions for CHF appreciation look good. EWL’s valuations are expensive. There's no question that when prices are jumping around, you feel different from when they're stable. - Peter Bernstein...

Summary iShares MSCI Switzerland Capped ETF invests in Swiss equities. The exchange-traded fund EWL is likely undervalued, based on low local risk-free rates and equity risk premia. However, the headline IRR potential is not especially exciting in absolute terms. I think EWL is ...