IWD News and Press, iShares Russell 1000 Value From 09/28/21

Much of the outperformance of growth vs. value is explained by the persistently low-rate environment. Correlations between performance and the change in 10-year Treasuries seem to be getting stronger. Rolling 1-year correlation between changes in Treasury rates and growth/value re...

A summary of the state of the market and some underlying dislocations. A quick portfolio review of positions started in 2021. A selection of thematic ideas for investors to consider. New positions initiated for coverage. For further details see: Balancing The Risks

IWD stands to generate roughly 10% returns per annum on the basis of its good underlying return on equity and modest valuation. IWD will contain some loss-making companies, but historically these do not tend to represent a substantial portion of the fund's underlying benchmark index. ...

iShares Russell 1000 Value ETF (NYSEARCA:IWD) - $0.8132. 30-Day SEC Yield of 1.64% as of Aug. 31. Payable Sep 30; for shareholders of record Sep 27; ex-div Sep 24. For further details see: iShares Russell 1000 Value ETF declares quarterly distribution of $0.8132

The current slowdown was telegraphed by the bond market, and we’re now in the midst of it. There are any number of reasons to think the economy will just keep fading all the way back to the pre-COVID trend of about 2%. I don’t see any reason to believe we are near recess...

Global value stocks surged by 36.9% from November 2020 through May 2021, outpacing growth stocks by a wide margin. Over the last decade, value investors have repeatedly asked what it would take to turn the tide from growth’s dominant outperformance. In our view, five key de...

NFJ is invested in various equities and convertible securities, while it uses a covered call option strategy for downside protection. It has been trading higher compared to its pre-pandemic levels so far in 2021. The fund offers a quarterly distribution of $0.2250 per share, which...

The economic slowdown we’ve been writing about for months officially arrived last Friday in the form of a particularly weak employment report. But the US economy did still add 235,000 jobs in August. The economic recovery is still intact, even if at a reduced rate of change. ...

After several strong quarters for value stocks, the last few months have seen a sharp reversal in favor of growth. The probability of any particular value stock being a “value trap” in a given year is about 30%. Value stocks are currently trading at a 40% discount to...

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...