IXJ News and Press, iShares Global Healthcare From 07/08/22

Why the economy, practically speaking, may already be in recession. Why defensive sectors may be worth a closer look in the current environment. Market sentiment might be bearish, but that doesn't mean there aren't opportunities. Aggressive moves by central banks...

The first five months of the year marked the worst start for the S&P 500 since 1970 ― and the sixth worst back to 1928. Stock valuations have come down, but company earnings remain solid. Earnings will slow, but 20% is hard to imagine, even in a recession. For fur...

In spite of half of our FMP's four building blocks trading in distress-mode, the portfolio/investment strategy is working just fine. Although stocks are no longer expensive, the economy is looking so fragile, posing a great deal of risk for further decline. This year's lead invest...

How similar will the next three or five years look from the years that immediately preceded the pandemic? And what are the implications for us as global equity investors? We don’t expect anything like the hyperinflation and stagflation we experienced in the 1970s; our outlook s...

Pharmaceuticals and biotechnology are cheap relative to 11-year valuation averages. Life science tools and healthcare equipment are overvalued. IXJ: a global alternative to XLV. 10 stocks cheaper than their peers in May. For further details see: IXJ: Healthcare Dashb...

As the MOMO, YOLO, and BTFD days sink deeper into the past, we remind investors to focus on fundamentals. Johnson & Johnson’s scale and diversified business greatly reduce the risk generally involved when investing in pharmaceutical stocks heavily dependent on a handful of ...

With the world facing inflationary and geopolitical hurdles, economic growth is poised to slow. Shares across sectors have been hit hard. Investors in growth stocks must identify companies with the right features to overcome headwinds to earnings. For further details see: ...

Healthcare, Staples, and Utilities continue to outperform as selling intensifies in the growth style. Investor positioning is still light in the space – even after a year of alpha. While absolute valuations have turned somewhat pricey, the defensive supersector shows decent...

During the last Fed rate raising cycle, it took the Federal Reserve five years to raise the fed funds rate to 2.50%. The Fed kept rates far too low for far too long and now we are dealing with the consequences. Both fiscal and monetary policy have been highly inflationary, and we are ...

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...