VEA News and Press, Vanguard FTSE Developed Markets From 07/26/22

After months of COVID-related disruptions, China’s economy looks to be on the path to normalization. While China has stepped up stimulus to support infrastructure spending, the property market outlook remains gloomy, mitigating China’s demand for global commodities. ...

The global economy and financial markets have suffered a dreadful H1 2022, ravaged by a severe commodity shock, strict COVID-19 lockdowns in the world’s second-largest economy, and one of the most aggressive Fed tightening cycles in recent history. H2 looks equally tough. In it...

The iShares TIPS Bond ETF posted the strongest gain - 1.0% - in last week’s trading through Friday, July 15, based on a set of ETFs representing the major asset classes. Despite the bounce in bonds, fixed income appears to be churning in a range and so it’s unclear if a ...

FIRE is a lifestyle movement that advocates using passive income to retire decades before the "normal" age. What is the FIRE movement? How are people pulling off retiring at a young age? What are the biggest challenges? The different types of FIRE, and how it intersects with other...

Equities would suffer if rate hikes trigger a growth downturn. Europe has the opportunity to create a more sustainable and more resilient version of itself – replacing high dependencies on Russian energy and shedding the image of an “old” economy by accelerating t...

An investment in Nigeria or Turkey clearly exposes a firm or investor to more risks than an otherwise similar investment in Germany or Canada, but why? While country risk has so many dimensions to it, there is correlation across the many dimensions, with corruption, poor legal protect...

Last quarter, the Asset Allocation Committee adopted an underweight view on global equities and leaned more heavily into cash, commodities and other alternative, diversifying assets. The Committee’s views on real and alternative assets are unchanged this quarter. The Asset ...

The performance edge for American stocks is no longer absolute, at least so far in 2022. Although the relative strength for US shares has wobbled this year, it’s not yet clear that the long-running trend is rolling over. Blindly assuming that US stocks will always and forev...

On November 9, 2021, I launched the ETF Reliable Retirement Portfolio. Working from various 2022 investment outlooks as well as other research material, I constructed a 16-ETF portfolio that seeks to balance diversity, growth, and current income. Q2 closed with the S&P 500 ind...

We see a new era of volatile inflation and growth sweeping aside a period of moderation. We downgrade equities and upgrade credit in this new regime. U.S. jobs data last Friday reinforced the supply shock causing persistent inflation. Yields resumed their rise as markets priced higher...