JXI News and Press, iShares Global Utilities From 12/20/20

Tech stocks have easily beaten high yield stocks over the past few years. We expect the opposite to happen going forward. Invest in tech, but invest more in high yield. For further details see: Why High Yield Should Pummel Tech

Introduction This article looks at the current investment environment, my Vanguard and Fidelity Target Portfolios, and a preliminary strategy for allocations as the economy and markets evolve. Investment Model If you took Charles Ellis' philosophy in Winning the Loser's Game that the b...

CNBC's Jim Cramer was recently quoted as saying " this should be the beginning of the end for sector ETFs ". While I agree with Todd Rosenbluth's initial response on Twitter , I felt it important to lay out a few facts and lists of sector ETFs highlighting why their importance to investors wi...

Introduction "What was surprising about 2019 is that every major asset class produced above-average returns... We saw cyclical investments, those that tend to do well when the economy is accelerating like stocks and commodities, do very well alongside more defensive assets, those ...

Introduction Investing in 2018 and 2019 was fairly predictable in that the economy was slowing, interest rates peaked and began to fall and investors shifted to more defensive assets. Investing in 2020 is less clear as the U.S. economy continues to slow while the global economy is recoveri...

Introduction This exceptionally long business cycle appears set to emerge from its third growth slowdown and has now reached the stage where a cyclical bull market in commodities can be expected. We are prepared to make timely adjustments to our investment portfolios to take advanta...

For many years now, utilities have been a popular holding among retirees. This is due to the fact that these are generally considered to be very stable companies as they are often monopolies providing a necessary service to people living in an area. As a general rule, the customers of the util...

Introduction Given the ample historical evidence, this seems to be a classic scenario surrounding a yield curve inversion before a recession. None of the leading indicators are clearly signaling that this time could be different. - Who Wants To Bet Against The Yield Curve: Is This ...

"Successful investing is anticipating the anticipations of others." – John Maynard Keynes Stocks, in general, have been losing momentum for the last several weeks, and the only segments gaining any traction are defensive areas, such as utilities, consumer staples, and low beta stock...

ETF Overview iShares Global Infrastructure ETF ( IGF ) owns a portfolio of global infrastructure stocks. The fund seeks to track the investment results of the S&P Global Infrastructure Index. These stocks own critical infrastructures such as toll highways, airports, railways, seaports, p...