IDNA News and Press, iShares Genomics Immunology and Healthcare From 10/19/22

Summary Advances in genomics and immunology are unleashing a new wave of groundbreaking therapeutics which could potentially treat or cure many of the world’s most devastating conditions. Many genetic medicines and immunotherapies are proving successful at harnessing geneti...

Summary Pharmaceuticals and biotechnology have the best value and quality scores. Healthcare providers look undervalued relative to 11-year averages. Other healthcare industries don’t look attractive. Focus on a biotech ETF: GNOM (and why I don’t like it). ...

Summary We expect macro headwinds will continue to pressure U.S. corporate earnings in the coming months. We expect earnings expectations to decline as multinational firms realize foreign exchange headwinds that accelerated over the past year. Investors can avoid undue interna...

Summary ARKG's objective is compelling and inoffensive, but their current approach to realizing it feels too vague and scattershot. While the larger names in the portfolio do appear to belong, the bulk of the fund is in up-and-coming names, pre-profit, that feel like acquisition i...

Summary The company has a near-term revenue driver in the form of the Joyn Bio deal and the fertilizer shortage. On the financial side, the balance sheet is in superb form given the stage of the company's development. All-in-all, the company is very well positioned to have exp...

Summary Tax loss harvesting can both unlock potential tax benefits and free up dollars to invest in more compelling opportunities. Growth-focused investments are particularly ripe for harvesting this year, as Fed tightening and the rotation from growth to value has impacted tech-f...

Summary With inflation at the highest level in decades and volatility continuing to surge, equity investors are questioning their next moves. At the beginning of the year, financial conditions were very loose by any means historically, and we've very rapidly moved from loose finan...

Summary Jackson Hole reset expectations to focus more on inflation. The U.S. dollar should stabilize over the medium-term amid hawkishness from other central banks and slowing economic data. At stake is Europe’s ability to refill their storage tanks ahead of winter. ...

Summary We believe that cash flow and debt sustainability are likely to become increasingly important as real economic growth slows and credit access tightens. Cash flow provides a link between a company’s income statement and their balance sheet. Focusing on the Russel...

Summary Today's market X-ray shows the returns for each index, asset class, sector, and so on, since the recent low point on June 16th. Of the global indices, US small caps are in the lead, followed by the NASDAQ. High beta stocks are the most preferred factors since June 16. ...