Biden’s stimulus proposal includes $415 billion for distribution of vaccines, $1 trillion to households, and $440 billion for small businesses and communities.
January 15, 2021
Small cap equities, emerging markets, and bonds are a few themes that are grabbing attention to start the new year. iShares offers an impressive suite of ETFs to check all these boxes and more.
iShares Russell 2000 ETF (IWM): IWM seeks to track the investment results of the Russell 2000® Index, which measures the performance of the small-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index. IWM has a relatively low 0.19% expense ratio.
January 15, 2021
Companies are reconfiguring their businesses to obviate any fallout from potential liabilities through greater adherence toward environmental, social, and governance principles. As they prep, the issue of diversity could be a major sticking point.
Investment demand has shown that the ESG theme is quickly gaining traction. According to investment bank Lazard, there are now more calls for corporations to make their leadership ranks more diverse as ESG metrics draw more attention, Barron’s reports.
According to Lazard data, in 2020, 11% of activist-appointed board directors were ethnically diverse and 24% of directors were women. Both metrics fell behind new board members for S&P 500 companies by roughly half.
January 15, 2021
The S&P 500 Energy index has rallied 45% in the past few months. Five of the best-performing ETFs from Invesco have been in the energy sector.
Invesco S&P SmallCap Energy ETF (PSCE): PSCE seeks to track the investment results (before fees and expenses) of the S&P SmallCap 600® Capped Energy Index. The fund generally will invest at least 90% of its total assets in the securities of small-capitalization U.S. energy companies that comprise the underlying index. These companies are principally engaged in the business of producing, distributing or servicing energy related products, including oil and gas exploration and production, refining, oil services, and pipelines.
ETFs Trends CEO, Tom Lydon, joined host Alexis Christoforous on Yahoo Finance's "ETF Report," where he focused on potential fiscal/monetary stimulus policies, Covid-19 vaccine bets, and hopes for more stimulus checks.