FDL News and Press, First Trust Morningstar From 02/21/22

Mounting inflation and rising interest rates are creating conditions for broader value recovery, particularly for companies that have solid business fundamentals. Despite the recent outperformance, value stocks still trade at a near-record discount to growth peers. In any sector, ...

Non-U.S. markets, including EM, DM, and Asia, are outperforming the U.S. markets after underperforming last year. After slightly underperforming growth last year, value is where the money is flowing. With the economy still in growth mode, cyclical stocks should do better than defe...

The price of government bonds, particularly those with shorter maturities have declined considerably over the past seven months. Growth rates and future earnings are inextricably connected. Value companies often command much lower price to earnings ratios. For further detail...

2022 has already started with a sharp reversal away from mega-cap and growth and toward value and high-dividend strategies. The MSCI World gained 7.77% over the quarter: the best quarter of 2021 and the sixth quarter of positive performance since March 2020’s nadir. Researc...

Stocks and bonds sold off in January as markets repriced for a more aggressive pace of central bank tightening and increased pressures on the global earnings recovery. Tech and other pricey high-growth stocks tend to underperform in periods of rising interest rates. Value returns ...

For investors who want to earn a reasonable return without taking excessive risks, diversification still works, and we think you’re going to need more of it this year. The weighing of the high-flyers is not over. Commodities had another good week, and the 1-year return is getti...

Each month, I give a broad overview of 90 dividend, income, and risk-management-focused ETFs, selecting them from my database of about 750 funds. January was tough for equities as the S&P 500 lost 5.27% and the Nasdaq-100 dropped 8.75%. High-yield dividend ETFs showed their defens...

Taking into account the Fed comments from last week, recently one of our technical analysts forecasted a correct S&P Index price range of $4,348 to $4,261. The market has since corrected to that level and is now bouncing. The analysis of the broad stock market shows signs of i...

With headlines focused on inflation and the Federal Reserve, rotations between growth and value stocks have become increasingly violent. While skilled market timers may try to get ahead of these moves, a different strategy is to embrace the middle: growth at a reasonable price, known ...

In investing, the big five could more aptly refer to the connected categories of growth, inflation, interest rates, valuations, and style. 2022 is shaping up to be one of slowing toward more normal, healthy rates of economic growth and inflation, thereby paving the way to a sustainabl...