EWG: Poised To Benefit From A Lower Interest Rate Environment

The Country Investor
148 Followers
(6min)

Summary

  • iShares MSCI Germany ETF launched in 1996 and has $1B in assets, tracking 56 large and mid-sized German companies.
  • The fund has performed well on a trailing 1- year basis, and its industrials' exposure is poised to benefit from a lower interest rate environment.
  • I currently rate EWG as a buy based on the significance of the German economy and the potential for outperformance on the back of a European recovery.

Recognizable architectural towers of the city of Dusseldorf and transportation waterway of the whole of Germany - Rhine River, along which large barges and small ships and boats scurry.

frantic00/iStock via Getty Images

A lot has been happening in Europe this summer. Recent elections in both the UK and France have garnered the attention of global media. I've been steadfastly watching the Euros, the quadrennial European soccer tournament that is intended

This article was written by

The Country Investor
148 Followers
All the world’s a stage. But for ETF investors, that stage is often difficult to find. That’s because the past many years have led investors to focus on a very narrow set of investment opportunities. Yet beyond FAANG stocks and cryptocurrency, there is a whole wide world of investments, including in the form of ETFs that each target a single country’s stock market. I track over 75 of them in my work at Seeking Alpha, and invite you to follow me as I span the globe in search of timely, quality investments in ETFs that give me access to single country stock portfolios. Throughout the Americas, Europe, Asian, Africa and the Middle East, there are country ETFs that allow investors like me to run portfolios allocated geographically, not only by sector or asset class. Non-US markets have underperformed for a while, but I believe that a return to global investing competitiveness will boost the demand and the story around non-US, single country investing. My mission on Seeking Alpha is to open investors’ eyes to the benefits of taking a country-by-country view. I look forward to interacting with the Seeking Alpha audience and using the decades of research experience to provide compelling ideas and rationale for investing in this growing area. Closely associated with existing authors "Sungarden Investment Publishing" and "The ETF Investor".

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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