Weekly Report: what happened at IUSB last week (0415-0419)?

AOA: Passive Bond-Equity Allocations Are Questionable

IShares Core Aggressive Allocation ETF is a fund of funds implementing a 80/20 allocation model in global equities and bonds. The AOA has an exposure to foreign securities of about 35%, which implies some currency risk. AOA strategies based on the negative correlation of stocks and bonds are questionable.

Weekly Report: what happened at IUSB last week (0408-0412)?

Adam Abbas' Fixed Income Market Commentary - Q1 2024

Playing Demographic Divergence Now

By 2050, one in six people globally will be over the age of 65. The number of people of working age is shrinking across developed markets but growing in emerging markets. Working-age populations are declining in major economies. We favor countries that are better adapting to the demographic shifts.

Weekly Report: what happened at IUSB last week (0401-0405)?

IUSB: The Bond Market Looks Attractive

IShares Core Total USD Bond Market ETF (IUSB) is overweight Treasuries and Agency MBS bonds. The fund has a duration of 5.8 years and is sensitive to interest rates. The Fed is expected to cut rates later this year. Rates have moved higher in 2024 due to strong economic data. IUSB is well-positioned to benefit due to its duration and overweighting of MBS and treasuries.

Staying Nimble While Seeking Income

iShares Core Total USD Bond Market ETF declares monthly distribution of $0.1502

Weekly Report: what happened at IUSB last week (0325-0329)?

iShares Core Total USD Bond Market ETF Experiences Big Inflow

Weekly Report: what happened at IUSB last week (0318-0322)?

U.S. Weekly FundFlows Insight Report: Equity ETFs Attract Largest Weekly Net Inflows Since Dec. 20, 2023 For Fund Flows Week

Investors were net sellers of fund assets for the first week in four, redeeming a net $49.8 billion for the LSEG Lipper fund-flows week ended March 20, 2024. Equity ETFs witnessed net inflows for the fourth consecutive week, taking in $19.0 billion. U.S. Stocks rose on Wednesday, March 20 after the Federal Reserve Board left interest rates unchanged.

iShares Core Total USD Bond Market ETF Experiences Big Inflow

Weekly Report: what happened at IUSB last week (0311-0315)?

IUSB: Large Inflows Detected at ETF

Weekly Report: what happened at IUSB last week (0304-0308)?

How Barron's Pro-Picked 2024 Dividend Dogs Run In March

Barron's New-Year 2023 Pro-Picked Stocks for 2024 include: CNQ, GPN, EG, OSK, DE, EG and BP. Bigger (higher-priced) stocks made up the top ten in the 24th Barron's list of 36 for the New Year 2024. Ten of the top 10 for 2024 were selected by Barron's for their dividend-paying stocks. $5k invested in each of the five lowest-priced stocks in the Barron's 24th round of 24 is less than half the average annual return.

iShares Core Total USD Bond Market ETF declares monthly distribution of $0.1463

Weekly Report: what happened at IUSB last week (0226-0301)?