IXN News and Press, iShares Global Tech From 06/07/22

IXN invests in tech stocks around the world, albeit with a significant allocation to U.S. stocks. The fund is, on the balance of probabilities, probably undervalued after the global equity market rout this year. The fund's underlying portfolio generates a high return on equity, an...

Apple has released one of its most interesting teasers for WWDC 2022 this year, dropping hints on its highly anticipated mixed-reality headsets. Although it is uncertain whether Apple will finally diverge from its tight-lipped past this week regarding its foray in AR/VR hardware, the ...

In China, a tightening of the credit cycle led to a major reset in the valuations of big tech stocks in the country. Big tech stocks in the US also now face a major regulatory crackdown of their own, both here and in Europe. The lesson that might be gleaned from China’s exp...

'This time is different' is not a good mantra. Ignoring valuations always works until it doesn't. Many growth names, even quality ones, are down 20%, 30%, or even 50% from recent highs. Multiple normalization and rising interest rates are to blame. The bubble may not have fully de...

Despite these turbulent global markets, we can identify several clear positives across the thematic space. As a result, we believe that it may be a good time for investors to seek exposure to these themes at the dip while keeping their focus on the long-term drivers. As this econo...

The war in Ukraine clearly triggered the spike in oil prices and in agricultural prices as well. Inflation, interest rates and Fed policy are linked. Similarly, supply chain disruptions, the slowdown in China, and big-tech reversals are all Covid-related. The bottom line right now...

In this article, I start by explaining why I haven't added to Apple since last year using my macroeconomic view. While stock price weakness isn't fun, investors can use better prices to get access to one of the best dividend growth stocks on the market. Apple is sitting on a load ...

Exactly a year ago I shared a chart here that represented “An Epic Set Of Alligator Jaws.” It plotted the weighting of the energy sector within the S&P 500 Index versus the combined weightings of the tech and communications services sectors. The energy sector has ris...

This article is a short outline of what I see as the macroeconomic effects of a possible continuation of weakness in crypto financial markets. The direct effects would be small, although weakness in crypto is interleaved with the fortunes of the tech sector. It is certainly possib...

Let’s look at how great businesses are investing to make the physical world an integrated part of the digital experience consumers have spent two years perfecting - and now expect as they reengage. In 2020, we saw consumers doing three or four times more activities in the digit...