EWL News and Press, iShares Inc MSCI Switzerland From 10/13/21

Structurally, there’s much to admire about Switzerland including its thrust in innovation. EWL is a low-beta play dominated by defensive sectors that could struggle in an environment when risk appetite is high. The SNB’s policy action could work against the Swiss Fra...

Much of the excess liquidity absorbed by RRPs arises from government spending not immediately offset by bond sales. Ensuring currency debasement globally is a compelling reason behind monetary cooperation between governments. The private sector’s growing economic woes furth...

The recovery of the European economies in the first eight months of this year from the pandemic-induced recession has been impressive. The rapid uptake of new work led to a marked increase in euro-area employment at one of the fastest rates in two decades. Economic growth in Europ...

We think inflation is likely to fall back, but we are more sensitive to upside risk than at the start of the year. Evidence of longer-term investment in more and more sectors continues to build. Flexibility and a tactical approach across the full range of credit markets has been a...

Record low real yields across the world betray an exceptional degree of macro angst. Or do they? Don’t look at rates in isolation. Other markets are fine. The tide of central bank purchases lifts all boats, and normal liquidity conditions will only return at the end of the ...

Swiss stocks can be perceived as quite safe, consisting of mostly stable and staple sectors like Healthcare and Financials. Based on simplistic valuation methods, Swiss stocks look fairly priced relative to conservative, and slightly less conservative, estimates. While upside is p...

As the world convalesced from the pandemic, stocks advanced in the second quarter and earnings rebounded across sectors. With business gains broadening amid complex market risks, we think investors should lean on quality to find stocks that will perform well in a normalizing world eco...

Although global manufacturing output growth ran at one of the fastest rates seen for over a decade in June, capacity constraints continued to develop, reflecting a lack of labour and a record worsening of supplier delivery times. The shortfall of payroll numbers to new orders was espe...

As the first half of 2021 comes to an end, the global economy is recovering strongly from its sharp decline last year caused by the COVID-19 pandemic. Regional economic growth differences during the first half reflect differences in the spread of the pandemic and policy responses to i...

USTs maintain the global lead for outright yields. EUR curve dynamics have decoupled amid EU supply and a steady drumbeat of dovish comments from the ECB to ensure a calm summer. Country CPI data bears upside risks today, but nothing that the ECB wouldn't look through. For f...