VEU News and Press, Vanguard FTSE All World Ex US From 12/19/23

2023-12-19 10:45:00 ET Summary The US dollar appears to have peaked and leading economic indicators in the developed world appear to have stabilized. The job market is cooling at a market-friendly pace, easing fears of a wage-price spiral. Small-cap stocks have tended to outpe...

2023-12-15 13:12:21 ET More on Vanguard FTSE All-World ex-US ETF VEU: Valuations Support Next 12 Months Returns, Potential Weight On Tactical Side Seeking Alpha’s Quant Rating on Vanguard FTSE All-World ex-US ETF Dividend scorecard for Vanguard FTSE All-World ...

2023-12-12 13:22:09 ET Summary European stocks have lower price-to-earnings ratios compared to US large caps, and European equities' momentum has improved. The Vanguard FTSE Europe ETF is recommended for its compelling valuation, low cost, high liquidity, and improved technicals. ...

2023-12-11 13:56:12 ET Summary Many investors are looking at international equities for their lower valuations and higher expected returns. The question of currency hedging seems to be answered with the idea that it does not matter. Looking at the evidence and the real returns...

2023-12-06 08:45:00 ET Summary Geopolitical reordering: National interests will impact global relationships, trade, and investment, with the outcome of scheduled elections having major implications. Economic fault lines: Regional divergence in inflation rates and monetary policy m...

2023-11-30 15:30:05 ET Summary Stocks rallied in November, with the S&P 500 and Nasdaq 100 ETFs surging 9% and 10% respectively. Mid and small-cap equities rebounded strongly, while foreign companies also performed well. Tech and real estate were the top-performing sectors...

2023-11-12 08:23:02 ET Summary Ray Dalio said that the odds of WW3 went from 35% to 50% in two years. This fact may explain why Bridgewater Associates recently chose to bet heavily on emerging markets. Bridgewater's largest position is the iShares Emerging Markets ETF, which i...

2023-11-08 04:54:39 ET Summary iShares MSCI Emerging Markets ETF has not performed well since 2021, losing over 33% of its value since early 2021. EEM has an expensive expense ratio of 0.69% compared to other international market-focused ETFs with lower expense ratios. While E...

2023-11-06 15:07:00 ET Summary The US dollar has strengthened since July 2023 as US equities have weakened. The S&P 500 upside surprise or beat rate for Q3 2023 earnings is still 7%, which is pretty healthy. Non-US markets tend to be more regulated, less free-market orient...

2023-11-06 14:05:00 ET Summary Developed market (DM) central banks have signaled high-for-longer policy rates. We stay selective in DM equities and prefer international stocks. U.S. stocks bounced 6% last week as 10-year Treasury yields plummeted on the Fed's pause and slowing wag...