IVE News and Press, iShares S&P 500 Value From 05/30/23

2023-05-30 15:14:00 ET Summary The S&P 500 index rose 0.3% during the fourth trading week of May 2023, despite concerns over inflation and potential rate hikes from the Federal Reserve. Nvidia's earnings report and outlook sparked a speculative surge in information technology ...

2023-05-29 04:12:57 ET Summary Year-to-date, the return spread between the market-cap-weighted S&P 500 and its equal-weight counterpart is 10%. Some market participants view the outperformance of large caps as a sign of market weakness. Historically, market cap-weighting h...

2023-05-26 22:00:00 ET Summary The S&P 500 closed this Friday at 4,205 versus last week’s 4,191 despite all the cries of a 'runaway market'. Fed funds futures ended Friday, May 26th, 2023 now show a 70% chance of a 25-basis-point hike on June 14th, 2023, the date of the...

2023-05-25 23:30:00 ET Summary Sector tilts can skew risk and reward when selecting value stocks. Unintended sector bets can be a trap for value investors and the bane of high Sharpe ratios. By keeping a watchful eye on sector tilts and potential overconcentration, we believe ...

2023-05-25 23:15:00 ET Summary While the S&P 500 is up 8.5% this year, the majority of that performance is being driven by just a handful of the stocks. Traditionally, the equal weight index has performed a bit better because it has what is essentially a smaller cap tilt and e...

2023-05-25 18:20:47 ET Summary Vanguard Mega Cap Value Index Fund ETF Shares selects large-cap stocks using five metrics. The heaviest sectors are healthcare and financials. Valuation ratios and fees are attractive. However, it has lagged the benchmark and at least two com...

2023-05-25 15:33:33 ET Summary Fidelity Blue Chip Value ETF is an actively managed value ETF. It lacks the transparency of usual ETFs regarding rules and holdings. It has beaten its benchmark since inception, but it is on par with several competitors. This article ...

2023-05-25 03:00:00 ET Summary The level of the S&P 500 was little changed over the reporting season, despite the relatively larger frequency of positive earnings surprises. All sectors exceeded their sales growth expectations. Companies with strong brands, technological a...

2023-05-25 00:00:00 ET Summary A new extreme in market pessimism was registered last week in the S&P 500 Net Non-Commercial Futures. The current market is a classic price struggle between the ‘voting machine’ vs. ‘weighing machine’. The ‘...

2023-05-23 02:00:00 ET Summary With 95% of S&P 500 companies having reported, Q1 2023 earnings season closes with a final growth rate of -2.2%, officially indicating an earnings recession. The post-peak LERI shows corporate uncertainty rose to the highest level in 3 quarters. ...