IWD News and Press, iShares Russell 1000 Value From 09/17/22

Summary Investors should heed the market corrections as a sign of the times. Things are volatile. That's why IWD is solid. A lot of financial exposure is positive for both volatile and a rate-hike environment. Otherwise, there's a lot of healthcare exposure to keep things on t...

Summary With inflation at the highest level in decades and volatility continuing to surge, equity investors are questioning their next moves. At the beginning of the year, financial conditions were very loose by any means historically, and we've very rapidly moved from loose finan...

Summary The main economic data release for the trading week is the US inflation report. The UK economy is in a precarious position and facing a recession. Chinese President Xi is expected to meet with Russian President Putin at the Shanghai Cooperation Organisation summit in U...

Summary The strategic case holds that factors may help from both a return perspective and as a source of diversification. The recent performance turn will likely convince more investors that subpar factor performance in recent years was cyclical, not structural. Higher-quality...

Summary It's now clear that the July/August rise in equity markets was a bear-market rally that quickly fizzled out. There are just too many headwinds to get overly bullish here: high inflation, rising interest rates, Putin's war on Ukraine that has broken global energy & food...

Summary FBCV is an actively managed value ETF in large and mid-size companies. The pros: It is smarter than the usual value ETFs and has beaten them since inception. The cons: It is a black box, its history is short and liquidity is thin. FBCV strategy and portfoli...

Summary There are nearly 70 U.S. Value ETFs trading today. Sorting through them all is a huge task unreasonable for most investors. This article will help you narrow down your choices based on strategy, weighting scheme, fees, diversification, assets under management, volatility, ...

Summary The value rotation story has been hard to miss - it’s a trend that’s been underway since late 2020 and has since continued to gather steam. A theme often heard in the narrative is that value had been floundering relative to growth for a long stretch leading u...

No one has a crystal ball and the future’s always uncertain, but trending behavior in markets can offer some useful perspective. The ratio of US shares to global stocks ex-US shows no sign of breaking its long-running upside trend. The relative strength in the inflation tra...

EVT is an equity focused closed end fund that has the Russell 1000 Value Index as its benchmark. The CEF has outperformed the index, both on 5- and 10-year lookback periods and has utilized its leverage wisely. The vehicle pays monthly dividends, which are well-supported by t...