IXJ News and Press, iShares Global Healthcare From 12/13/21

Aeta: We know the transmissibility is higher for the omicron variant and will impact vaccine efficacy, but anecdotal hospital reports suggest that it milder. Aeta: Health care is having a solid year but is still lagging the market, as cyclicals are outperforming due to the strong econ...

While inflation was at first believed to be transitory, it is now beginning to look persistent. Biotech stocks are close to 6.5% of the Russell 2000 Value Index benchmark, and only a few have earnings and positive cash flows. We also think the outlook is rosy for small-cap value i...

With each new outbreak and variant, comes new fears, government lockdowns and hopes for recovery through science and medicine in the form of effective vaccines. Until recently, investor mindsets had shifted to a “living with COVID-19” mentality, supported by abundant sti...

The latest IHS Markit US Sector PMI revealed that six of the seven broad sectors tracked by the surveys reported higher output in November. Despite some of the supply chain problems having eased in November, the extent to which production growth had been constrained is consistent with...

On Thanksgiving Day, New York Governor Kathy Hochul signed an executive order to declare a state of emergency amid rising COVID-19 cases in the state and the threat of Omicron variant. Quick look at the cases in New York: Bloomberg cited Hochul said that the variant has not yet been detected ...

We are particularly enthused about a broad area that falls within the life science tools and services category, where we find many companies that are enabling innovative breakthroughs. Other growth themes in healthcare have either arisen or accelerated due to the COVID-19 pandemic. Th...

IXJ has outperformed its developed market benchmark since its inception. Global healthcare spending, which grew at 2.8% from 2015-2019, is poised to grow at 4% from 2020 to 2024. Its defensive qualities could prove useful if the debt ceiling risks are not resolved. For furth...

Price pressures are most concentrated in those sectors reporting the greatest constraints. Output consequently fell in China as well as a number of other smaller Asia-Pacific economies, and growth slowed in the US and Europe. The constraints on production caused by a lack of input...

The Tekla World Healthcare Fund is a sector-focused CEF investing primarily in stocks along with some exposure to debt securities. We note that the fund has underperformed sector benchmarks and comparable funds on a total return basis over the last several years. While the 8.1% di...

As the world convalesced from the pandemic, stocks advanced in the second quarter and earnings rebounded across sectors. With business gains broadening amid complex market risks, we think investors should lean on quality to find stocks that will perform well in a normalizing world eco...