IWD News and Press, iShares Russell 1000 Value From 02/23/22

Larger companies have the advantage of scale, pricing power, greater ability to pass on higher costs to consumers, and stronger negotiating power with suppliers to name a few. Net profit will be an area looked at closely given the potential for multiple Fed rate hikes which will incre...

Russia supplies natural gas to Europe, and in the event of US sanctions, this could impact Europe. But there are so many LNG ships in the Atlantic right now that lease rates have collapsed, so Russian threats to cut off Europe’s gas may not be much of a threat. The other big th...

Mounting inflation and rising interest rates are creating conditions for broader value recovery, particularly for companies that have solid business fundamentals. Despite the recent outperformance, value stocks still trade at a near-record discount to growth peers. In any sector, ...

Non-U.S. markets, including EM, DM, and Asia, are outperforming the U.S. markets after underperforming last year. After slightly underperforming growth last year, value is where the money is flowing. With the economy still in growth mode, cyclical stocks should do better than defe...

On Feb. 15, institutional investment managers with more than $100 million AUM had to disclose their positions at the end of Q4 2021. I curated a list of some of the best-performing hedge funds and looked into their holdings at the end of December 2021. This list is particularly ti...

The price of government bonds, particularly those with shorter maturities have declined considerably over the past seven months. Growth rates and future earnings are inextricably connected. Value companies often command much lower price to earnings ratios. For further detail...

Canada sheds 200,000 jobs in January amid omicron wave. U.S. consumer prices rise at fastest rate in 40 years. Are brighter days ahead for U.S. small cap stocks? For further details see: Red-Hot: U.S. Inflation Surges At Blistering Pace

While US large caps have also struggled lately, they’ve fared far better than their smaller counterparts. Over the past year, much of the Russell 1000’s outperformance is attributable to its bigger exposures to technology and consumer discretionary industries. The sm...

Inflation fears continued to grow on Thursday after the consumer price index rose by a higher-than-expected 7.5% in January. The high rate of price increases emphasized the difference between growth and value funds. In a rising rate environment, in which the Federal Reserve gets aggressive to...

There’s an important disconnect between stocks and bonds today. Specially, I am looking at two fundamental indicators for evaluating long-term interest rates. The first is the performance of small cap stocks relative to large caps. Typically, this ratio has moved in concert wit...