IWX News and Press, iShares Russell Top 200 Value From 07/19/21

A majority of BlackRock investors in a recent survey felt that inflation would be transitory. Yet, they also felt the market might overreact to the inflation data, making some portfolio protection prudent. Economically sensitive cyclical stocks have had a very strong run since the ann...

It is impossible to avoid all risks. I attempt to identify as many risks as possible and manage these risks by addressing them. All assets have embedded risks, whether we can identify them or not. Should one invest in growth or value? In examining eleven time periods, the average grow...

As many investors likely have noticed from their most recent quarterly statements, the U.S. stock market overall has been a great place to be invested over the last 10 years. Over the last few years, picking U.S. equity funds based on recent peer-relative performance was not a bad app...

On average, stocks in “value” funds have materially lower price/earnings ratios than “growth” funds, the justification for the latter’s higher P/E being that they produce higher earnings. They also appear to be more predictable. Most of the US and mu...

In recent years, Value has underperformed other factors in global equity markets. However, the sources of Value performance are not identical. The purpose of this analysis is not to identify the reasons for the slump in Value, but to analyze its performance by region and the differenc...

The reopening should continue across the major developed economies through the second half of 2021. The focus for markets has shifted to the strength of the growth rebound, the implications for inflation and the timing of central bank moves to taper asset purchases and eventually rais...

Inflation will benefit some companies, be indifferent to others, and hurt the rest. To understand what separates winners from losers, we need to understand the physics of how inflation flows through a company’s income statement and balance sheet. The rate of change of inflation...

Cyclical sectors and value stocks began to lead equity market performance for the first time in years, commodity prices rocketed, and the 10-year Treasury yield doubled. Yield curves flattened and breakeven inflation rates fell, cyclical and value stocks lost ground against defensive ...

The breakneck pace of the COVID-driven decline and restart has made for one unprecedented economic and market cycle. We begin the second half positioned for recovery, while also safeguarding against potential bouts of market angst. We remain constructive on U.S. stocks as the economic...

iShares Russell Top 200 Value ETF (IWX) - $0.2773.30-Day SEC Yield of 1.81% as of May. 28.Payable Jun 16; for shareholders of record Jun 11; ex-div Jun 10. For further details see: iShares Russell Top 200 Value ETF declares quarterly distribution of $0.2773