IXJ News and Press, iShares Global Healthcare From 04/11/22

Typically, we look at net new highs as a way to confirm moves in the broader market. At the high last Wednesday, over 90% of S&P 500’s new highs came from defensive sectors. In other words, defensives have been a notable pocket of strength recently. For further de...

Stock markets fell in the first quarter as Russia’s invasion of Ukraine destabilized the growth outlook, amplified concerns about rising interest rates and unleashed geopolitical risks. While the conflict has created many uncertainties, we believe the impact of persistent infla...

The XBI biotech index peaked early last year, and it's now back to where it was in April of 2020. The biopharma stocks got powerfully inflated during 2020 by the pandemic. The biotech stocks are going to need some good news to get moving again. For further details see: B...

After poor performance during 2015 to 2018, IXJ reshuffled its portfolio. Price return in the past 3 years is good and even better in the longer period. Price multiples suggest that IXJ is neither undervalued nor overvalued. For further details see: IXJ: A Healthcare ETF...

Pharma/biotech is undervalued by about 14% relative to 11-year averages. Life science tools and healthcare equipment are overvalued by over 25%. Focus on IXJ: a more diversified alternative to XLV. 10 stocks cheaper than their peers in March. For further details see: ...

Inflation and its implications for real economic growth are the main portfolio positioning consideration of the conflict in Ukraine. On the 8th of March, the U.S. sanctioned Russian energy imports, giving companies 45 days to comply. Higher commodity prices are not the only factor...

The pandemic has demonstrated how drugmakers can quickly and effectively harness medical innovations. Advances in genetic sequencing underpin many advancements in life sciences, and the sequencing of millions of DNA codes has become cheaper and easier. Given the remarkable groundb...

Almost every commodity rose in prices last week, as did the dollar. Those two factors - rising dollar and rising commodity prices - mean the likelihood of recession in the coming year has risen significantly in just the last week. There was considerable volatility in stocks last week,...

We think that the inflection point is now. The past 18 months have accelerated the use of technology both on the consumer and business side - whether it’s in e-commerce, digital banking, or clean energy. Companies that do not have sunk capital in legacy business models are ofte...

BME is highly concentrated on large caps, but it is yet to recover from the pandemic. It has low dividend yield, thus not suitable for income-seeking investors. Short- and medium-term returns are low when compared with its peers. For further details see: BME: High Concen...