VEU News and Press, Vanguard FTSE All World Ex US From 01/01/23

Summary US stocks, large and small, led markets to the downside to cap off 2022. An early-month rally in bonds swiftly faded as rates rose into year-end. All eyes will be on the upcoming corporate earnings season, while foreign equities sport compelling valuations. It wa...

Summary There were ample causes for this global downdraft in equity markets. Global equity markets look likely to face a global recession in 2023, which appears to have already begun in the final quarter of 2022. Equity markets will face a tough global environment in 2023, particula...

Summary Almost 60 percent of VEU’s AUM is invested in four sectors - ICT, financial, industrial, and healthcare. The fund generates decent yield and total returns. The strong US dollar, high sustained interest rate by the Fed, and slowing global economic growth are expected to we...

Summary Inflation continues to moderate, not only here, but also in Europe. Despite the negative economic reports and the reaction to the Fed rate hike, the US Dollar barely budged for the week. Value yet again outperformed Growth in the last week, this time by a spread of almost 1%...

Summary While it’s been a tough year, the Federal Reserve has done investors an enormous favor in terms of the attractiveness of a wide swath of fixed-income asset classes that today look a lot more attractive than a year ago. Jay Powell and the FOMC did raise the Fed funds rate ...

Summary Global GDP growth is still expected to be positive in 2022 (excluding Russia) but is expected to fall fairly dramatically in 2023. The U.S. Q3 2022 earnings season has just begun, and the outlook is for lower but still positive revenue and earnings growth. Inflation wi...

Summary It was yet another brutal month for the bullish traders and long-term investors holding a balanced portfolio. The S&P 500 fell about 8% while the AGG total bond market ETF fell nearly 4%, including dividends. Looking ahead, key economic data hits next week before t...

Summary The Vanguard Total International Stock ETF invests based on the FTSE Global All Cap ex US Index and holds about 7,900 stocks. The Vanguard FTSE All-World ex-US ETF invests based on the FTSE All-World ex US Index and holds about 3700 stocks. Despite using different FTSE...

Summary VEU invests in a diverse portfolio of foreign equities. Given the recent pullback, many investors are questioning if VEU is a good buy at these prices. Personally, I believe that foreign markets are facing an unfavorable economic backdrop, making the risk-reward trade...

Summary In a time of uncertainty, we believe that quality is the key to investing in equities. But to consistently find companies that meet high-quality standards requires research, judgment and investing skill. In this paper, we identify the characteristics that can help guid...