Shell PLC

AstraZeneca

Rio Tinto plc Sponsored

GlaxoSmithKline

Crescent Point Energy

Rocket Companies, Inc.

American Airlines

Haleon PLC

Ashford Hospitality Trust

NatWest Group plc 

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.

iShares MSCI United Kingdom Small Cap ETF

First Trust United Kingdom AlphaDEX Fund

Franklin FTSE United Kingdom ETF

Invesco CurrencyShares British Pound Sterling Trust

iShares Currency Hedged MSCI United Kingdom ETF

Markets are pricing almost six more rate hikes from here. While we doubt the Bank of England would endorse that, we don't think it will want to push back heavily either, given the recent tendency for inflation data to come in above expectations.

Why The Bank of England Is Unlikely To Push Back Against Lofty Interest Rate Expectations

EWU has seen gains of late and I believe more could be on the way. British stocks, and this fund by extension, are cheaply priced compared to the S&P 500. The IMF recently upgraded its growth forecast for the British economy.

EWU: I'm Bullish On Britain As A Diversifier (Rating Upgrade)

The pattern of UK share ownership has changed significantly over the years. For more than a decade, foreign investors have owned most of the UK market.

What's Driving U.K. Investor Equity Exposure, And Where Is It Heading?

Amid a promising decrease in UK inflation rates, investors are presented with an opportune moment to reconsider their exposure to UK-based ETFs.

Time for UK ETFs on Falling Inflation & IMF's Upbeat Forecast?

The UK economy enjoyed another month of strong growth in May, with the expansion continuing to be driven by surging post-pandemic demand in the service sector, notably from consumers and for financial services, with hospitality activities buoyed further by the Coronation. Within the service sector, especially strong demand continued to be reported for financial services and IT, with additional resurgent demand still evident for consumer-facing services, albeit with some signs of this recent growth spurt losing some momentum.

Service Sector Drives Sustained Strong U.K. Economic Expansion In May, Says Flash PMI Surveys

The surge in bond yields over the past year has substantially raised the opportunity cost of holding U.K. stocks, and I am taking some profits on my EWU positions. 30-year U.K. inflation-linked bonds now yield 1.1%, reducing the MSCI U.K.'s equity risk premium at its lowest level in over a decade.

EWU: Taking Some Profits On U.K. Stocks As Bonds Offer Better Value

The two countries on opposite sides of the Channel share a centuries long history of economic and political competition. It is looking more unlikely that the UK will experience the widely forecast recession this year.

Cross-Channel Competition: U.K. And France

UK GDP fell by 0.3% in March, though prior strength means that the first quarter as a whole came in slightly positive. The data is hard to read right now, amplified by the extra Bank Holiday in May.

U.K. Economy Sees Surprise Contraction In March

JPMorgan BetaBuilders Europe ETF

Global X DAX Germany ETF

Xtrackers MSCI Europe Hedged Equity ETF

Xtrackers MSCI Eurozone Hedged Equity ETF

Xtrackers MSCI Germany Hedged Equity ETF

WisdomTree Europe SmallCap Dividend Fund

WisdomTree Germany Hedged Equity Fund

WisdomTree Europe Quality Dividend Growth Fund

ProShares MSCI Europe Dividend Growers ETF

Direxion Daily FTSE Europe Bull 3X Shares

WisdomTree Europe Hedged SmallCap Equity Fund

iShares MSCI Germany ETF

iShares MSCI Germany Small Cap ETF

iShares MSCI Netherlands ETF

iShares MSCI Spain ETF

iShares MSCI Eurozone ETF

First Trust STOXX European Select Dividend Index Fund

First Trust Europe AlphaDEX Fund

First Trust Eurozone AlphaDEX ETF

SPDR EURO STOXX 50 ETF

First Trust Germany AlphaDEX Fund

UBS AG FI Enhanced Europe 50 ETN

Franklin FTSE Europe ETF

Franklin FTSE Europe Hedged ETF

Franklin FTSE Germany ETF

First Trust IPOX Europe Equity Opportunities ETF

Goldman Sachs ActiveBeta Europe Equity ETF

WisdomTree Europe Hedged Equity Fund

iShares Currency Hedged MSCI Germany ETF

iShares Currency Hedged MSCI Eurozone ETF

iShares Core MSCI Europe ETF

iShares MSCI Europe Small-Cap ETF

iShares Europe ETF

ALPS O'Shares Europe Quality Dividend ETF Shares

Pacer Trendpilot European Index ETF

First Trust RiverFront Dynamic Europe ETF

SPDR Portfolio Europe ETF

Vanguard FTSE Europe ETF

For the first time in over a decade, labor unions have leverage - and fully intend to take advantage of it. Despite historically outsized wage settlements, real wages remain negative and are unlikely to be positive for some time.

Europe's Unionized Wage Pressures

Flash PMI surveys indicated an acceleration of economic growth to the fastest for a year in April, building on a modest return to growth signalled in the first quarter of the year.

U.K. Economic Growth Hits Highest For A Year According To April Flash PMI Surveys

A raft of economic data due over the next week may well decide whether the Bank of England hikes rates by another 25 basis points in May. Formally, the Bank has told us that any further tightening could be needed if we see fresh signs of “inflation persistence”.

The U.K. Data That Will Make Or Break A May Rate Hike

With the Bank of England increasing the interest rates by 25 bps, how are the ETFs performing?

ETFs in Focus After BOE Hikes Interest Rates

Between 2003 and 2009, the domestic sector attracted £10.4bn, while its global equivalent took in just £1.3bn, with the UK ahead in terms of asset gathering for each of these years. UK equity income was further hit by the suspension of many dividends from FTSE 100 members in the COVID crisis.

The Puzzle Of U.K. Equity Income Performance

iShares MSCI Switzerland ETF

iShares MSCI France ETF

Vanguard Total Stock Market ETF

Recent events have had an impact on three of Europe's most important stock markets, but don't dismiss the region.

ETFs Reflect 3 Key European Markets in Turmoil

The BoE has kept its options open this month amid financial market turmoil. But assuming the tentatively encouraging trends we've seen in price setting and wage growth numbers continue, we'd expect a pause in May.

Bank Of England Tightening Likely Done As It Hikes By 25bp

The latest official labour market data showed signs of cooling pay growth, confirming earlier signals from survey data of a softening jobs market. Data from the Office for National Statistics (ONS) showed average employee earnings (excluding bonuses) growing at an annual rate of 6.5% in the three months to January.

U.K. Wage Growth Cools Amid Uncertain Economic Outlook

The iShares MSCI United Kingdom ETF offers investors low-cost exposure to the biggest companies listed in the UK. With the portfolio over-indexed to multinationals, investors get a diversified income stream, largely insulated from the economic pressures domestically.

EWU: Undervalued Defensiveness

A cash-secured put has a number benefits as an options strategy. It can pick up shares at a lower price or generate income.

How To Use A Cash-Secured Put Option Strategy

The UK barely managed to avoid recession in 2022 with the country's economy set to contract in 2023

UK Averts Recession by a Hair in 2022: ETFs to Buy?

Much better than anticipated PMI data for February indicate encouraging resilience of the economy in the face of headwinds. However, while the data suggest that near-term recession odds have fallen considerably, elevated inflation pressures clearly remain a concern, especially in the service sector.

U.K. Recession Risks Ebb As Flash UK PMI Signals Resurgent Economic Growth In February

Services inflation is the bit of the CPI basket that the Bank of England cares most about right now, and January data saw a surprise dip. Headline CPI ticked lower to 10.1%, which was partly down to a near-4% fall in petrol/diesel prices across January.

Surprise U.K. Services Inflation Dip Bolsters Case For Rate Hike Pause

The FTSE 250 fell by 20% in 2022 and it's down 22% from its mid-2021 high, so the UK mid-cap index is definitely in a bear market. At the end of 2022, the FTSE 250's CAPE ratio was 18.7.

My FTSE 250 CAPE Valuation And Forecast For 2023

Sustainable Investment index returns in most markets have strayed quite markedly from those of their respective benchmarks over the past tumultuous year. Most UK SI strategies lagged the benchmark in 2022, with significant divergences across strategies, despite the UK strongly outperforming its developed-market peers for the period.

Soaring Energy Stocks Take Big Toll On UK SI Strategies

Three of the FTSE 100's largest sectors are healthcare, energy, and natural resources, which together make up more than a third of the index's value. A much better way to value companies and indices is to compare their current price to their average earnings over a number of years.

My FTSE 100 CAPE Valuation And Forecast For 2023

While the jobs market is a lagging indicator of economic strength, the resilience of both vacancy and redundancy numbers suggest the impact of the forthcoming recession on the jobs market will be more modest than in some past recessions. The number of people economically inactive – that are neither employed nor actively seeking a role – is no longer increasing, and the worrying upward trend in long-term sickness levels appears to have tentatively reversed.

News for iShares MSCI United Kingdom ETF ETF (EWU)