IVE News and Press, iShares S&P 500 Value From 12/15/23

2023-12-15 05:00:00 ET Summary The article discusses the performance of different equity factors in various inflation regimes over the past 20 years. Value underperformed during disinflationary shocks, while Quality, Momentum, and Low Volatility outperformed. Size and Value pe...

2023-12-15 01:07:38 ET Summary I was way off in my 2023 prediction for the S&P 500 but corrected some model errors to improve my prediction for 2024. The bear market appears to have ended in October 2022, making it shorter than the long bull markets on which I based my 2023 fo...

2023-12-08 23:00:00 ET Summary Although value stocks have lagged their growth counterparts over much of 2023, we believe the set up for 2024 and beyond looks promising. Currently, the MSCI World Value Index’s price-earnings (P/E) multiple is trading at a discount to its his...

2023-12-07 18:59:24 ET Summary As of today, the top three holdings in the Vanguard S&P500 Value ETF are arguably growth stocks: Microsoft, Facebook, and Amazon. That compares to year-ago top holdings that included Berkshire Hathaway, Exxon, and Johnson & Johnson. Which...

2023-12-07 16:25:20 ET Summary Vanguard S&P 500 Value Index Fund ETF Shares selects and weights S&P 500 stocks based on fundamental ratios. The methodology creates two overlapping Value and Growth sets based on 6 metrics. The VOOV ETF invests in the Value set. VOOV is ...

2023-12-05 19:35:00 ET Summary This update is usually posted every 6 weeks, but thanks to the schedule, it wasn’t updated until November 30th for this period. What caught my eye when updating the numbers is the paltry upside for “3-year growth” annual returns....

2023-12-05 18:25:00 ET Summary In a mixed year for equity risk factors, several flavors of large-cap shares stand out as this year’s winners, based on a set of ETF proxies through Monday’s close (Dec. 4). Small-cap stocks are on track to trail by a wide margin in rel...

2023-12-05 10:20:00 ET Summary Without a doubt U.S. equity market returns have been exceptional this year, specifically for mega-cap stocks. With the calendar now entering the month of December and year-end fast approaching, a favorable seasonal period lies ahead for the market. ...

2023-12-05 04:14:48 ET Summary iShares MSCI Canada ETF is concentrated in the financial sector, with the top 10 holdings comprising 42% of the fund. EWC is dominated by the financial and energy sectors, providing a diversification opportunity for investors looking to move away fro...

2023-12-04 14:45:00 ET Summary Bill Ackman, the legendary hedge fund manager, has noted in the last two weeks that the FOMC is likely much closer to cutting rates. The point is that no matter what Powell and the FOMC say, monetary policy can and will change quickly. If there a...