LVHD News and Press, Legg Mason Low Volatility High Dividend ETF From 04/07/22

Inflation expectations have kept the Federal Reserve center stage as they commenced their interest rate rising cycle in March. The war in Ukraine and Omicron’s spread in China impacted inflation and supply chains differently, but both delay supply chain normalization. Regar...

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...

Large-cap value stocks have characteristics that could make them compelling in the current environment and beyond. Inflation moved higher in the wake of the pandemic as societies reopened and consumers accelerated their spending, supported by government payouts and massive central ban...

Updating style-box returns as of 3/31/22, using the iShares growth and value ETFs, “value” continues to outperform growth this calendar year. Near the S&P 500 lows of early March and just prior to the start of the nice March rally, S&P 500 growth was down 12%, wh...

This monthly article series provides an overview of 90+ dividend, income, and risk-management-focused ETFs, selected from my database of over 800 funds. For this report, I've added ten-year returns and risk-adjusted returns for investors with longer time horizons. Standard metrics rem...

Follow the Money is a series of brief, information-rich posts that I will publish periodically but not on a fixed schedule. After rallying for 9 of the last 11 days, the S&P 500 went from down -13% to down just -3.4%. Growth has been hit hard by the slide in tech stocks this y...

A confluence of negative factors set U.S. stocks up for a difficult start to 2022. However, we see both a short- and longer-term opportunity taking shape. Intraday market volatility has been dramatic and stock selling has become indiscriminate, as is often the case in big market swing...

LVHD is a passively managed fund focusing on generous U.S. dividend payers exhibiting low volatility and profitability characteristics. As of the end of February, the sectors with most of the net assets were consumer staples (over 24%), utilities (slightly above 16%), and industrials ...

Our view on U.S. large caps remains unchanged, but it was already negative due to stretched valuations and the interest rate sensitivity baked into that segment’s growth-oriented profile. High inflation, rising rates and slowing growth is a potentially poisonous mix for equity ...

European stocks actually performed better than the NASDAQ last week so maybe it was positive developments in the Ukraine war that spurred the rally. The dollar index fell nearly 1% last week but is still in an uptrend across shorter time frames. What the market does on a week to w...