EFV iShares MSCI EAFE Value ETF Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
22:01
Sep 02
Sep 02
Bloomberg Markets
Favor US large/mid, EM, value
She remains overweight equities versus fixed income and within equities favors US large- and mid-cap equities plus emerging markets and international value as alternatives to concentrated US tech, while being more cautious on developed international markets, Europe and Japan.
EFV
iShares MSCI EAFE Value ETF
Long
1ST
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21:44
Aug 12
Aug 12
CNBC
Rotate from MAG 7 to international value
On the equity side, Davi says the setup is straightforward: rotate away from the crowded MAG 7 and tilt toward international value, while fixed income requires an active manager.
EFV
iShares MSCI EAFE Value ETF
Long
1ST
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—
17:00
Feb 07
Feb 07
The David Lin Report
"There's been a real flow from basically tech growth in US markets to global value outside of the US. It outperformed tech in the last year by 40%." Smart money is rotating out of crowded, overvalued US Tech/Growth trades and into undervalued international markets. This trend is expected to continue as US markets face valuation compression. Long International Value (represented here by EFV) as a relative value play against US Tech. Global contagion if the US market crashes significantly.
EFV
iShares MSCI EAFE Value ETF
Long
1ST
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—
About EFV Investor Commentary
Across the available history and selected sources, Buzzberg tracks EFV (iShares MSCI EAFE Value ETF) across 4 sources: 6 bullish vs 0 bearish calls from 6 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 6 total trade ideas tracked. Latest voices: Mona Mahajan, John Davies, Matthew Piepenburg.