IWD invests in value stocks in the Russell 1000 index.A significant portion of its portfolio consists of sectors that are sensitive to the strength of the economy.IWD’s current valuation is towards the high end of its historical average.
Category: Investment
Data Strategies To Prepare Portfolios For Volatility
September and October are infamous for major bouts of volatility striking markets.Identifying the possible catalysts for volatility is the first step to staying ahead of it.Our team also spotted unusual activity in the embattled Real Estate sector, but M&A action offers hope amid real estate’s ruins.
CNYA: Optimism By Market Commentators Is Premature
CNYA provides access to locally available equities in China, with a focus on financial and industrial sectors.The ETF has exposure to consumer staples and specific companies such as Kweichow Moutai and a lithium-ion battery manufacturer, which may drive secular resilience.But structural risks, including the housing sector and geopolitical tensions, continue to pose challenges for the Chinese economy and the ETF’s outlook.We think the risks that remain are too numerous and too serious to want to take the risk on China at current multiples, despite some strong constituent companies in CNYA.
10%+ Monthly Yields: JEPI Or JEPQ?
High yield ETFs like JEPI and JEPQ are popular among passive income investors for their simplicity and attractive income streams.Moreover, JEPI and JEPQ offer considerable exposure to technology.We compare them side by side and offer our take on which is the better pick for passive income investors.
Artificial Intelligence: The Future is NOW
Within technology, we think a big trend will be software companies integrating AI into their products, giving customers the ability to use AI within their own databases and processes. As AI matures, we think companies in the Users
Global X Adds to Thematic Suite With New Defense Tech ETF
“Amid escalating geopolitical concerns, the digital transformation of warfare, and new cybersecurity threats, there is a growing market for militaries to adopt cutting-edge technologies,” said Pedro Palandrani, director of research