ISZE News and Press, iShares Edge MSCI Intl Size Factor From 12/28/22

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 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 Global GDP growth is still expected to be positive in 2022 (excluding Russia) but is expected to fall fairly dramatically in 2023. The U.S. Q3 2022 earnings season has just begun, and the outlook is for lower but still positive revenue and earnings growth. Inflation wi...

Summary In a time of uncertainty, we believe that quality is the key to investing in equities. But to consistently find companies that meet high-quality standards requires research, judgment and investing skill. In this paper, we identify the characteristics that can help guid...

Impact from sanctions against Russia were visible in the results. Cash flow more than doubled in the first half of the year. AerCap is positioned extremely well with delivered and yet to be delivered aircraft to extract more value due to aircraft shortage. AerCap Holding...

The global economy and financial markets have suffered a dreadful H1 2022, ravaged by a severe commodity shock, strict COVID-19 lockdowns in the world’s second-largest economy, and one of the most aggressive Fed tightening cycles in recent history. H2 looks equally tough. In it...

InMode had double-digit revenue and net income growth year-over-year. Gross margin remains above 80%, despite the negative impact of the increased shipping costs. The firm announced a share buyback program up to 1 million shares. InMode appears undervalued based on traditional...

Leading digital textile printing solutions provider Kornit shocked investors with a weaker-than-expected near-term outlook. Kornit pointed to muted demand from e-commerce customers as the main reason behind the slowdown. On the conference call, management admitted to increasing co...

According to a recent report released by the OECD, the Russian invasion of Ukraine, if prolonged, could knock 1.1 percentage points off the global GDP for 2021, while increasing global inflation by 2.5 percentage points over an already lofty inflation level. The damage won’t be...