iShares MSCI ACWI ETF · NASDAQ (us_market)
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The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index is a free float-adjusted market capitalization weighted index designed to measure the combined equity market performance of developed and emerging markets countries.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2025-02-18$124.13 RISE2025-04-08$103.59 PEAK2025-07-03$129.79 135d | -16.5% 49d | Missed | Missed | — | — | +25.3% 86d | Missed |
DROP2022-06-07$92.78 RISE2022-10-12$77.52 PEAK2022-12-01$89.80 177d | -16.4% 127d | Missed | Missed | — | — | +15.8% 50d | Missed |
DROP2020-02-12$81.73 RISE2020-03-23$54.33 PEAK2020-06-08$77.34 117d | -33.5% 40d | Missed | Missed | — | — | +42.4% 77d | Missed |
Investors are facing monumental questions about their allocation strategies in a new market regime. Active strategies must adapt their processes to deliver consistent relative performance.
Global earnings growth continues to support equities.
The abrdn Global Dynamic Dividend Fund offers an 11.52% yield by investing primarily in global equities, focusing on dividend income. Read more on AGD CEF here.
Investor sentiment thrived in April even in the wake of an erratic geopolitical backdrop that has stoked fears of stagflation. Read more here.
The US is at the high end of its 20-year forward price-to-earnings multiple, but it is not the only highly valued market today.
We upgrade developed market stocks to overweight and downgrade high yield to neutral as we shift where we take growth risk on a horizon of five years or more. Read more here...
TCW Strategic Income Fund (TSI) review: hybrid in name but bond-heavy. TSI trades at a 6.95% discount to NAV. Read here for more analysis.
The 2026 Trump-Xi summit is viewed as a critical geopolitical event for financial markets. The most likely market outcome remains a limited âmanaged competitionâ framework. Read more here.
President Trump is warning that US could restart strikes on Iran, a stance that reads less like a negotiating tactic & more like opening move in a drawnâout standoff. Read more here.
The J.P. Morgan Global Composite PMI Output Index rose from 51.0 in March to 51.8 in April.
The forces that drove US dominance and narrow leadership are evolving, creating a more complex and less stable environment. Opportunity is expanding globally and becoming more interconnected
While Japan remains one of the most exposed developed economies to the conflict, we remain constructive and our overweight in Japanese equities is unchanged.
Despite ongoing geopolitical conflicts and growing concern about market volatility, we believe fundamental case for global economic growth remains intact and supportive of risk assets.
Assessing risk in real time is difficult. One practical way to monitor sentiment and expectations is to track how crude oil trades relative to its history since the war started on Feb. 28.
The GAMCO Natural Resources, Gold & Income Trust (GNT) offers an 8.18% yield via a covered call strategy on a diversified natural resources and gold portfolio. Read the full analysis here.
The war with Iran appears headed for some form of negotiated settlement. The main uncertainties are timing and details. Read more here.
Markets are pricing in higher odds that the war with Iran has ended, but even if that proves true, the economic effects of the conflict will linger for months, if not years.
CHI's portfolio is heavily weighted toward convertible bonds and junk-rated debt. Click here to read more about CHI CEF and why it is a Hold.
The Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) offers a 7.63% yield, primarily through a portfolio heavily weighted toward equities. Read the full CEF analysis here.
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| Bridgewater | macro | 1.77M | $217.27M | 0.97% | Trimmed-14.8% | 2026-03-31 |
| DEShaw | quant | 682.0K | $83.89M | 0.05% | New | 2026-03-31 |
| TwoSigma | quant | 490.1K | $60.29M | 0.05% | Added+178.8% | 2026-03-31 |
| FidelityFMR | fundamental | 353.9K | $43.53M | 0.00% | Unchanged | 2026-03-31 |
| RenTech | quant | 231.3K | $28.46M | 0.04% | New | 2026-03-31 |
| TRowePrice | fundamental | 10.1K | $1.24K | 0.00% | Added+2.8% | 2026-03-31 |