

The iShares MSCI Kokusai ETF is a global-developed market ETF which includes U.S. equities but excludes Japan. While Japan's market was exceedingly volatile in prior decades, I no longer see much reason to focus on Japanese weighting within a global equities fund. This ETF has outperformed many other international funds, but I believe that's more because it doesn't own emerging markets.

Global manufacturing output edged higher for a second successive month in March, according to the latest PMI surveys compiled by S&P Global. A key concern, however, is that inflows of new orders also fell for a ninth successive month in March.

The Federal Reserve said Wednesday it would raise interest rates in addition to penciling in further rate increases this year to combat inflation, which has continued to swell and has reached four-decade highs. Fed officials have decided to raise the benchmark federal-funds rate by a quarter percentage point to a range between 0.25% and 0.5% [.

For the first month in six, mutual fund investors were net redeemers of fund assets, withdrawing $176.3 billion from conventional funds for January.

Wall Street has been on choppy ride since the start of 2022 on rising rate worries. Still, investors poured money into stocks, both U.S. and developed market.

As investors are continuing to pivot away from growth and toward value investments, equity income is an important area to consider. “For conservative, long term equity investors, there's a lot to be said for looking at equity income funds.

From Fad To Sustainable Trend: The ESG Juggernaut Continues To Pick Up Steam (Podcast Transcript)