HDEF News and Press, Xtrackers MSCI EAFE High Dividend Yield Equity From 04/04/23

2023-04-04 07:59:43 ET Summary FID invests in dividend aristocrats outside the U.S. Its top sector is financials, and its top country is Canada. It has a 16% exposure to China through companies listed in Hong Kong. The fund has lagged at least 6 competitors since 2016. ...

2023-03-23 08:00:00 ET Summary Stocks paying higher dividends showed their mettle during a challenging 2022: the S&P 500 High Dividend Index declined only a modest –1.1% even as the S&P 500 tumbled –18.1%. In our view, much of the volatility in high-dividend ...

2023-03-14 08:45:22 ET Summary HDEF is a global dividend ETF with a 5% yield. The U.K. is the heaviest country in the portfolio. The top sectors are financials and materials. I compare it to 4 non-hedged international dividend ETFs. Total return is average, but the div...

Summary There were ample causes for this global downdraft in equity markets. Global equity markets look likely to face a global recession in 2023, which appears to have already begun in the final quarter of 2022. Equity markets will face a tough global environment in 2023, particula...

Summary HDEF favors developed world dividend stocks outside the U.S. and Canada (the EAFE group) demonstrating value (another way of saying, offering higher yields) and quality characteristics. In the current iteration, it pays special attention to financials and materials; the UK, Japa...

Summary Inflation continues to moderate, not only here, but also in Europe. Despite the negative economic reports and the reaction to the Fed rate hike, the US Dollar barely budged for the week. Value yet again outperformed Growth in the last week, this time by a spread of almost 1%...

Summary While it’s been a tough year, the Federal Reserve has done investors an enormous favor in terms of the attractiveness of a wide swath of fixed-income asset classes that today look a lot more attractive than a year ago. Jay Powell and the FOMC did raise the Fed funds rate ...

Summary FGD holds 100 dividend stocks from developed countries. It is very heavy in financial companies: about 45% of asset value. Historical performance is similar to competitors. Distributions have been growing, but inflation-adjusted share price is in a long-term downtrend. ...

Summary FIDI is an international high-yield equity ETF by Fidelity. More than half of asset value is in European countries and 25% is in Financials. International equities have been lagging the U.S. market for years, especially in the high-yield category. FIDI has been lag...

Summary While still a source of outperformance this year, the global rotation into Value struggled for traction in Q3, thwarted by a summer rally in long-time laggard Quality. The recent back-and-forth between Value and Quality reflects their compositional differences and the diff...