IXJ News and Press, iShares Global Healthcare From 04/23/21

The pace of recovery has begun to diverge across economies, with vaccination progress and the scale of government stimulus among the biggest swing factors. Macro disparities have also begun filtering into EPS growth expectations. Cyclically sensitive sectors have dominated the upg...

If you were investing heavily in tech/growth stocks over the past 11 years, we wish to congratulate you. We're not here to say that the next 11 years won't be the same, rather to suggest that you should treat your portfolio the same way you treat your body. If you've vaccinated yo...

We still favor above-benchmark strategic allocations to China exposures, and see the recent weakness in Chinese markets offering an attractive entry point. The Federal Reserve made clear its commitment to be well "behind the curve" on inflation and wait to see it to materialize. I...

The ARK Genomic Revolution Multi-Sector ETF has delivered the best return of all ARK funds over the last year, rising 173%. However, it's also one of the riskier ARK funds, going by both quantifiable measures and "soft" factors. In this article, I develop a neutral thesis on ARKG,...

If two strategies or portfolios are correlated highly enough (higher than 0.84), then their types of risk overlap sufficiently to be part of the same asset class or to serve the same strategic purpose in a portfolio. The demand for acute care has an inelastic demand curve, meaning tha...

I think we're not alone in being quite amazed by the resilience that the US market has shown following the very violent selloff in February and March. One of our big themes, digital innovation, continues to lead, transforming what I would call the more traditional or, sort of, classic...

The Healthcare sector ranks seventh in Q1'21. Based on an aggregation of ratings of the 354 stocks in the Healthcare sector. IXJ is our top-rated Healthcare sector ETF and SHSKX is our top-rated Healthcare sector mutual fund. For further details see: Best And Worst Q1 20...

Some cash is king, Covid-19 plays, Green renewable energy & EVs led by Biden, Digital payments & fintech innovation will be new habits, Buy quality SPACs as early as possible. Other 2021 investment trends include Space tourism (and point to point travel), Cybersecurity, Artifi...

Healthcare stocks are once again in focus as a result of promising news of COVID-19 vaccines. Historically, vaccine success rates are 33% from phase 1 trials to approval. Identifying healthcare companies with strong business models is a much better strategy. For further deta...

The Healthcare sector ranks eighth in Q4'20. Based on an aggregation of ratings of the 359 stocks in the Healthcare sector. IXJ is our top-rated Healthcare sector ETF and FSHCX is our top-rated Healthcare sector mutual fund. For further details see: Best And Worst Q4 202...