VIOV News and Press, Vanguard S&P Small-Cap 600 Value From 02/28/23

Summary VIOG invests in U.S. small-cap growth stocks in the S&P 600 Index. The fund’s total return was inferior to its large-cap growth peer. VIOG may rebound earlier than its small-cap value peer when this bear market ends but uncertainty is high in the near term. ...

Summary The National Bureau of Economic Research takes time to define periods of economic expansion and contraction - and they do so in hindsight; equity markets are not trading based on these characterizations. The low degree of difference between the S&P 500 Index and the WisdomTr...

Vanguard Announces Share Splits for Six Equity ETFs PR Newswire VALLEY FORGE, Pa. , Feb. 22, 2023 /PRNewswire/ -- Vanguard today announced plans to execute forward share splits for six equity ETFs. The share splits will be effective on March 14, 2023 and will...

Summary After years of strong returns, 2022 was the worst year for global equities since the 2008 financial crisis. This trend is evident in the recent increase in securities lending activity, the mechanism which enables short selling. In December 2022 alone, the iShares Russell 200...

Summary As economies both in the United States and globally weaken with tighter monetary policies, corporate earnings are coming under greater pressure. Without exception, in the 24 months prior to a recession, large caps outperformed small caps. Higher-quality investments did not m...

Summary Tightening monetary policy drove rising 10-year Treasury bond yields and pressured equity valuations in 2022. Interest rates will drive the market environment, to some extent, according to our U.S. growth and core equity and U.S. value equity teams. Given the lagged impact, ...

Summary Past episodes of debt ceiling histrionics have resulted in temporary government shutdowns. With both sides seemingly dug in, a repeat of the 2011 episode cannot be ruled out. In 2010, republicans controlled the House and demanded that President Obama negotiate over deficit r...

Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The pro-cyclical tilt of our portfolio helped the S...

Summary AVUV is a systematic ETF targeting small-cap value and profitable stocks. Factor investing may provide higher expected returns and diversification. The fund offers superior factor exposure over its peers. Superior performance comes at the cost of steep drawdowns and concentr...

Summary One of the big stories late last fall was the abrupt about-face turn by the Chinese government on its zero-Covid policy. There is a connection of sorts tying together the newfound fondness for Chinese and European assets. Small-cap domestic stocks do still seem to demonstrat...