ILCG News and Press, iShares Morningstar Growth ETF From 02/07/22

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...

TLT has become very unpopular as investors don't trust a forty-year bull market. Many investors confuse the Fed's overnight lending rate with long-term yields. The U.S. Fed's data for new home prices experienced its first pullback in a long time. For further details see: ...

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...

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...

A large number of names in ARKK are also in the manager's other themed funds, which have their set of risks. Underperformance in the YTD is largely attributable to lack of diversification and proprietary weighing strategy. "Cross-holding" with other funds potentially should b...

We think current cost-push inflation is poised to give way to a healthy, regenerative demand-pull environment, replete with moderate economic growth that is beneficial for the value companies in which we invest. History has shown moderate inflation can be good for value stocks. We con...

Last Thursday, the Commerce Department announced that its preliminary estimate for third-quarter growth was an anemic 2%. This was partly due to the fact that consumer spending grew at only a 1.6% annual pace, down from a torrid 12% annual pace in the second quarter. The Commerce Depa...

While preference for growth or value investing can depend on factors like the economic cycle or time horizon, uncertainty in the current environment has amplified the growth vs. value debate. Although high-growth investments may seem more enticing during hot equity markets, value inve...

The post-lockdown recovery has been powerful, and most developed economies have seen double-digit gross domestic product (GDP) rebounds from 2020 lows. The reopening trade should resume in coming months. The cyclical stocks that comprise the value factor are reporting stronger earning...