IWB News and Press, iShares Russell 1000 From 01/12/23

Summary US Large Cap stocks are still in a short-term downtrend but the long-term uptrend is intact. International Large Cap stocks are in a short-term uptrend versus US Large Cap. The trend has been driven by the falling dollar. US Large Cap value is in a short-term uptrend versus ...

Summary Global equities closed out their worst year since the 2008 financial crisis as central banks launched increasingly aggressive efforts to bring rampant inflation under control. Much of the US’s underperformance versus its peers is an outgrowth of its much larger exposure t...

Summary FDVV is a high-dividend ETF with a 3.44% trailing dividend yield. Its expense ratio is 0.29% and has $1.34 billion in assets under management. Fidelity's model is proprietary, but it appears to take a barbell approach by combining low-risk defensive stocks with high-growth mega ...

Summary For 40 years, steadily declining inflation and interest rates buoyed equity returns. That changed abruptly last year. Investors must now adjust expectations to a new macroeconomic and market landscape that will require a fresh mindset to reach long-term goals. By...

Summary COWZ invests in companies with a high free cash flow yield. COWZ was a winner in 2022, driven by a strong performance from energy sector stocks. The fund appears to have a good defensive profile that can work well in the current environment of ongoing volatility. Cash-co...

Summary US equity markets have gotten off to a very weak start to December with four consecutive declines to start the month (and futures on Wednesday pointing to a fifth straight day). For most of the year heading into December, we saw the bond market fall in tandem with stocks, but re...

Summary In today's issue of the 1-Minute Market Report, I examine the market bounce since the October low, and highlight the areas of the market that are leading the way higher. On Thursday, for every stock that was down, there were 26 that were up. For the first time since August...

Summary With inflationary pressures and recessionary fears remaining top-of-mind, equity managers see no short-term end to the bumpy ride in markets. One of the key risks cited by equity managers in our third-quarter report is the possibility of inflation remaining stuck at high l...

Summary Trading activity on the Tradeweb European ETF marketplace amounted to EUR 49.7 billion in September. Total consolidated U.S. ETF notional value traded in September 2022 reached USD 51 billion. During September 2, 113 unique tickers traded on the Tradeweb U.S. ETF marke...

Summary During Refinitiv Lipper’s fund flows week ended October 12, 2022, investors were overall net redeemers of fund assets for the third straight week, removing a net $2.3 billion. Exchange-traded equity funds recorded $4.6 billion in weekly net inflows, marking their th...