In 2022, the majority of stocks and stock ETFs that have outperformed their peer groups were classified as value, high income, or both. That may or may not continue into the future. Last week, a colleague who prefers investing in stocks to ETFs asked me if I knew any stocks that the ValuEngine model ranked … Read more
An excellent ETF.com article was posted on September 22. “NYC Comptroller: Blackrock ESG Standards Alarming” highlighted a very public effort by Brad Lander to shame Blackrock into being more environmentally conscious. New York City Comptroller Brad Lander demands the company bolster its climate disclosures and publish a plan that establishes its commitment to net-zero greenhouse … Read more
In 2018, the General Industry Classification System (GICS) that defines the sector and industry groups of the S&P 500 made major changes to better reflect the changing global stock market environment. The primary change was the creation of the Communications Services sector and elimination of a separate Telecommunications Services Sector. All of the approximately 5,000 … Read more