SUSA News and Press, iShares MSCI USA ESG Select From 02/23/22

Larger companies have the advantage of scale, pricing power, greater ability to pass on higher costs to consumers, and stronger negotiating power with suppliers to name a few. Net profit will be an area looked at closely given the potential for multiple Fed rate hikes which will incre...

SUSA invests in stocks in accord with an ESG framework. While ESG ratings have their skeptics, SUSA can be viewed and valued in isolation. It would appear that SUSA is currently trading within the bounds of fair value, and could offer as much as 30% upside while remaining within t...

Canada sheds 200,000 jobs in January amid omicron wave. U.S. consumer prices rise at fastest rate in 40 years. Are brighter days ahead for U.S. small cap stocks? For further details see: Red-Hot: U.S. Inflation Surges At Blistering Pace

While US large caps have also struggled lately, they’ve fared far better than their smaller counterparts. Over the past year, much of the Russell 1000’s outperformance is attributable to its bigger exposures to technology and consumer discretionary industries. The sm...

There’s an important disconnect between stocks and bonds today. Specially, I am looking at two fundamental indicators for evaluating long-term interest rates. The first is the performance of small cap stocks relative to large caps. Typically, this ratio has moved in concert wit...

If you favor companies that are working toward a sustainable world, ESG funds offer the easiest way to invest in them. These funds encompass companies striving for positive environmental and social impact and responsible governance. Better yet, studies show that companies pursuing a healthi...

The U.S fund business added 185 unique new funds (including ETFs but excluding share classes) in Q3 2021. And despite the popularity of passively managed funds, 143 of those funds were actively managed. Collectively, these new funds attracted some $7.4 billion in net inflows for Q...

While the market started the week a bit sloppily, the bulls charged back on Thursday as earnings season officially got underway. With the market crossing above significant resistance at the 50-DMA and turning both seasonal “buy signals” confirmed, it appears a push for p...

Will there be a number of countries there who perhaps feel tempted to keep this unorthodox policy going further, or may even step further away from what we consider normal policy? I think adoption of electric cars, the rate of adoption, will really be driven by the rate of improvement...

Global equities rose through most of the third quarter but gave up most of their gains in a volatile September. As the forces driving stock returns rapidly change in our COVID-scarred world, we believe active managers can help investors effectively navigate the recovery’s uncer...