IWD News and Press, iShares Russell 1000 Value From 08/12/21

What we’ve seen this year is an exceptionally high rate of earnings growth across markets, but that’s not going to persist. It’ll start to moderate as we move into the second half of this year and slow further as we get into next year. And companies are going to b...

Since mid-May, the global rallies in Value and Size factors have cooled, and Quality has staged a robust comeback. The burst in reopening optimism last fall spurred a sharp rotation from Quality into Value, which is more heavily weighted to cyclically sensitive industries poised to pr...

A 5% pullback is overdue and likely short-term. The correction is probably resolving into a final summer rally. Valuations are at similar levels as past bubbles. The wheels could come off in autumn. For further details see: A Correction Is On The Way

We think inflation is likely to fall back, but we are more sensitive to upside risk than at the start of the year. Evidence of longer-term investment in more and more sectors continues to build. Flexibility and a tactical approach across the full range of credit markets has been a...

This year’s reconstitution reveals the U.S. equity market increased in size, with the total market cap of the Russell 3000 Index up 51.9% from $31.4 trillion as of last year’s rebalance, to $47.7 trillion based on this year’s rank day (May 7, 2021). Year-to-year c...

The historic valuation gap between global Value and Growth stocks finally began its reversal. Despite pockets of outrageously overvalued Growth stocks being de-rated in Q1 and Q2, we still believe we are in a Growth bubble. Speculative behavior is rampant. We firmly believe that v...

Strategas Technical Strategist Todd Sohn takes us through how to think about the current market environment, what sectors his team is watching, and the tricky US dollar. This is still a trend-driven market, not a momentum-driven one. It’s a more selective, slightly weaker marke...

Vix spikes as volatility rattles the Dow. The advantage of using options strategies when markets turn volatile. How investors can use sector rotations. For further details see: Navigating Market Uncertainty And Higher Volatility

Instead of trying to predict where the S&P 500 will be a year from now, we prefer to go through the main asset classes and provide two predictions for each. Stocks: Value will outperform growth, industrials will outperform tech. Bonds: US Treasury 10-Year Yield > 1.67% (up ...

Since value stocks are widely perceived as higher-risk assets, they typically benefit from risk-on market environments after a market shock. On average, value stocks returned 14.4% annualized. relative returns for the highest-profitability group are still far behind the average se...