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iShares MSCI United Kingdom ETF

EWU tracks a market cap-weighted index of British companies. It covers the top 85% of British companies by market cap.

JPMorgan BetaBuilders Europe ETF

Xtrackers MSCI EAFE Hedged Equity ETF

iShares MSCI Switzerland ETF

iShares MSCI Spain ETF

iShares MSCI Eurozone ETF

SPDR EURO STOXX 50 ETF

WisdomTree Europe Hedged Equity Fund

iShares Core MSCI Europe ETF

iShares Europe ETF

Vanguard FTSE Europe ETF

Despite hopes for a post-pandemic resurgence and cooling inflation, the European economy is now bracing for stagflation as regional economies show signs of a slowdown.

Rate Cut Optimism Is Not Enough To Turn European Economy Around

iShares MSCI United Kingdom ETF offers a 3.9% dividend yield but has limited long-term growth due to minimal tech sector exposure. EWU's portfolio is heavily weighted towards defensive sectors like consumer staples, healthcare, and utilities, limiting its growth potential. Improving macroeconomic conditions and expected earnings growth in 2025 and 2026 make EWU an attractive buy at its current valuation.

EWU: Earnings Still Accelerating Despite Its Low Exposure To Growth Stocks

iShares MSCI Norway ETF

iShares MSCI Australia ETF

iShares MSCI Canada ETF

iShares MSCI Sweden ETF

iShares MSCI Germany ETF

iShares MSCI Hong Kong ETF

iShares MSCI Italy ETF

iShares MSCI Japan ETF

iShares MSCI Malaysia ETF

iShares MSCI France ETF

iShares MSCI Singapore ETF

iShares MSCI Taiwan ETF

iShares MSCI Mexico ETF

iShares MSCI South Korea ETF

iShares MSCI Brazil ETF

iShares MSCI South Africa ETF

Industrea Acquisition

iShares MSCI China ETF

SPDR S&P 500 ETF Trust

Shanghai CSI 300 has gone from a 52-week low to a 52-week high in only a couple of weeks. Other than China and Hong Kong, Australia is the only other international market starting the week at a 52-week high.

China Outperforms The Rest Of The World

iShares MSCI United Kingdom Small Cap ETF

First Trust United Kingdom AlphaDEX Fund

Franklin FTSE United Kingdom ETF

The Bank of England may have got a head-start on the Federal Reserve, but the tone from UK policymakers is still much more cautious. We think the Bank will be more confident in the inflation outlook and will be content with accelerating the pace of cuts.

Why The Bank Of England Won't Diverge From The Fed For Long

Invesco CurrencyShares British Pound Sterling Trust

With services inflation still elevated, the Bank of England is treading more carefully towards lower interest rates than the Federal Reserve. That suggests the committee will vote for no change this month.

Bank Of England To Keep Rates On Hold, But Faster Cuts Are Coming

iShares MSCI United Kingdom ETF tracks large and mid-cap British stocks and can serve as a portfolio hedge for US-centric investors. Since my last article, the British government has seen a power shift to the Labour Party and the Bank of England has cut its benchmark lending rate. I don't view either of those developments as bullish catalysts, leading me to keep my cautious outlook in place going forward.

EWU: A Quarter Point Rate Cut Doesn't Flash A Buy Signal

Improving growth forecasts, followed by the BOE reducing interest rates and a favorable inflation trend, increase the appeal of UK ETFs.

UK ETFs Ready to Surge as Economic Outlook Improves

Labour's manifesto is largely fiscally neutral with total net policy measures amounting to approximately £0.5bn GBP, and higher spending offset by increased taxation.

U.K. Update: Life Under Labour

With Britain's election coming to a close on Thursday, investors may wish to evaluate where the country's economy is currently positioned. While the U.K.'s economy has struggled to perform, some recent numbers have indicated potential momentum.

Is Now the Time to Invest in the U.K.?

Labour Party member Keir Starmer is set to become the new prime minister of the United Kingdom with a win over the Rishi Sunak-led Conservative Party.

United Kingdom Stocks, ETFs To Watch After Keir Starmer, Labour Party Win

Flash PMI survey data for June signalled a slowing in the pace of economic growth, indicating that GDP will have risen in the second quarter at less than half the 0.6% pace recorded by the Office for National Statistics in the first three months of the year. Although business activity continued to rise for an eighth successive month in June, according to early PMI survey data, the rate of growth slowed further from April's 12-month high to sit at a seven-month low.

U.K. Flash PMI Signals Further Economic Slowdown At End Of Second Quarter, Price Rises Intensify

The Bank of England kept rates on hold this month. Comments in the statement and minutes suggest officials are getting closer to cutting interest rates despite some recent unwelcome services inflation figures.

Bank Of England Hints That The First Rate Cut Is Drawing Nearer

Six things to watch out for at the Bank of England's June meeting. The swaps curve is pricing barely a 5% chance of a rate cut.

Bank of England To Use June Meeting To Lay The Ground For A Summer Rate Cut

iShares MSCI India ETF

Equities here in the US have gotten off to a weak start this month, with the S&P 500 down modestly over the past couple of sessions. The US-traded ETF that tracks Mexican stocks is down 8.3% month-to-date and 12.3% year-to-date.

EM Election Madness

The article evaluates the iShares MSCI United Kingdom ETF as an investment option at its current market price. I have long been a bull on British equities, but see a macro-environment that warrants a bit more caution after an 18% pop since my last review of EWU. Political headwinds are top of mind, with an election coming up in July. I see the Financial sector being in the cross-hairs specifically, assuming the Labour Party takes control of the government.

EWU: With A Potential Change Of Government Forthcoming In Britain, I'm Lowering My Expectations (Rating Downgrade)

UK Flash PMI survey data for May signalled a further expansion of business activity halfway through the second quarter, suggesting the economy continues to recover from the mild recession seen late last year. GDP looks likely to rise by around 0.3% so far in the second quarter, with an encouraging revival of manufacturing accompanied by sustained, but slower, service sector growth.

U.K. Flash PMI Signals Sustained Economic Recovery, Price Pressures Fall To Lowest In Over 3 Years

After years of underwhelming returns, EWU has surged in recent months. While the macro justifies this move to some extent, the micro has yet to catch up. Despite its income appeal, EWU seems too pricey at current levels.

EWU: Time For Caution After A Blistering U.K. Rally

Broad measures of UK equity performance like the FTSE UK RIC Capped Net Tax Index have posted record levels in the wake of local elections.

U.K. Equities Climb To All-Time Highs As Sunak Faces General Election Wipeout

The UK economy powered out of its technical recession in the first quarter, judging by the initial GDP figures released today. Real wage growth is positive, and is likely to become even more so as the year goes on.

U.K. Economy Surges Back Into Growth In The First Quarter

iShares China Large-Cap ETF

SPDR Bloomberg High Yield Bond ETF

SPDR S&P Regional Banking ETF

iShares iBoxx $ Investment Grade Corporate Bond ETF

Invesco Solar ETF

iShares 20+ Year Treasury Bond ETF

Utilities Select Sector SPDR Fund

It's been at least a century since corporate bonds have outperformed government bonds to the degree that has been happening now.

It's been a century since corporate bonds have outperformed government debt like this

Despite holding steady on rates, the BoE keeps the door open to cutting rates faster than some may expect. Two of the nine MPC members advocated for a rate cut in contrast to only one member who said so in March.

Bank Of England: Dovish May Dance Opens Door To Summer Rate Cut

Having begun the year at just over 7,700, the index has staged a dramatic advance into new territory, breaching the mythical 8,000 barrier in mid-April.

The FTSE 100's Record Highs: Bubble Or New Bull Market?

Bank Of England Set To Cut Rates Before The Fed As Officials Turn Dovish

We think a June rate cut is growing more likely but is far from guaranteed. Much hinges on April's services inflation data which we think could come in above Bank of England forecasts and tempt the committee to wait a little longer before cutting rates.

The Bank Of England's Road To Rate Cuts

Flash PMI Shows Strong End To First Quarter For U.K. Economy, But Inflation Still Looks Sticky

News for iShares MSCI United Kingdom ETF ETF (EWU)