IWX News and Press, iShares Russell Top 200 Value From 09/07/21

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...

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...

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...

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

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...

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...