FDRR News and Press, Fidelity Dividend ETF for Rising Rates From 03/28/23

2023-03-28 20:53:09 ET Summary FDRR tracks the Fidelity Dividend Index For Rising Rates, a potentially misleading title considering how poor it performed last year. My analysis traced the performance to FDRR's sector-neutral strategy and a methodology that places minimal importanc...

Summary The beginning of the year always offers a chance to catch up with a broad range of clients who are in the mode of thinking about the big picture outlook: pension funds, insurers, consultants and sovereign wealth funds across Australia, Asia, Europe and North America. This note r...

Summary Classic inflation hedges still play vital roles in inflation-protection strategies. Investing in future-resources equities requires balancing forward-looking optimism with pragmatism. Style-balanced construction would require more trading and rebalancing than a simple cap-we...

Summary We think value stocks can outperform as interest rates head higher. Regions and sectors help us find quality within value and growth at a reasonable price. Stocks slid after the Federal Reserve’s preferred inflation gauge showed persistently high inflation, reinforcing wh...

Summary 2022 was a year where, suddenly, the value style of investing dramatically outperformed the growth style. Sector exposure is a detail useful to help in characterizing different index exposures. The S&P 500 Growth Index added Energy sector exposure due to strong price mom...

Summary SCHD is a top dividend growth ETF, but it's not perfect. In a recent article, I described how poorly it ranked on diversification and growth. Fortunately, it's easy to fill these gaps. I'll take you through my process of finding two complementary ETFs, and provide a fundamentals...

Summary Not all value strategies are created equal, and some stocks are cheap for a reason. Over the last 25 years, from 1997 to 2022, the MSCI USA Quality Index delivered an 8.6% annual return. In our view, falling earnings estimates, slowing GDP growth and tighter monetary policy ...

Summary 2023 may be an inflection point for the equity markets. When we look at the valuations around the globe at the region or country level, everything looks really cheap. We believe the markets will stay volatile in 2023. By Melda Mergen, CFA, CAIA, Global Head of Eq...

Summary Amid the worst rout for US stocks in more than a decade, Value stocks showed impressive staying power, finishing in 2022 with far smaller losses than their Growth counterparts and the US market overall. Though Value’s outperformance versus Growth spanned most industries i...

Summary Fidelity Dividend ETF for Rising Rates ETF invests in dividend stocks that should profit from rising rates. It is better than the S&P 500 regarding valuation and quality metrics. Return and dividend growth since inception are unattractive. Despite rising rates, the f...