VPL News and Press, Vanguard FTSE Pacific From 12/09/19

Editors' Note: This is the transcript version of the podcast we published last week . We hope you find it useful. Sign up for Let's Talk ETFs on the podcast platform of your choice to make sure you don't miss an episode: Apple Podcasts Spotify Google Play Stitche...

We think 2020 will be characterised by muted global growth, a slower US economy and continued uncertainty about how monetary policy and politics will move markets. In this environment, investors should aim to keep their portfolios on track by having conviction and actively managing risk - not ...

Sign up for Let's Talk ETFs on the podcast platform of your choice to make sure you don't miss an episode: Apple Podcasts Spotify Google Play Stitcher SoundCloud By Jonathan Liss Today's conversation was sparked by the excellent piece penned by today ...

Overview Investors seem to be catching their collective breath today, and the global capital markets are consolidating recent moves. A notable exception is the Chinese yuan, which has continued to strengthen, and the dollar has slipped back below CNY7.0. Asia-Pacific equities were mixed, and...

Overview The prospects that the US-China deal could include some rolling back of existing US tariffs helped underpin risk appetites. After new record highs in the US S&P 500 and Nasdaq, Asia-Pacific markets marched higher, and the MSCI Asia Pacific reached its highest level since August ...

Introduction Sluggish global growth and dovish monetary policies, paired with trade tensions, uncertainty around Brexit, and other regional geopolitical tussles in the Middle East and Asia, have prompted many investors to pivot towards more defensive assets. Accelerating flows into gold and...

If you're a US investor, international equity exposure has never been so readily available at such a low cost. Nonetheless, surveys indicate US investors typically allocate 80 – 85% of their equity holdings to US equities (e.g. ( VTI ) ( VOO )), much higher than their proportion of glob...

Overview Bismarck is said to have warned that laws were like sausages, and to respect them, one ought not to see how they are made. The UK had a non-binding referendum more than three years ago, and although it won by 52%-48% and the party leaders committed to adhering to the results, it sti...

Overview A compelling narrative for yesterday's disparate price action is lacking. A flight to safety, which is a leading interpretation, does not explain the weakness in the yen, gold, or US Treasuries. Month- and quarter-end portfolio and hedge adjustments may be at work, but the risk is t...

By Sukumar Rajah, Senior Managing Director, Director of Portfolio Management, Franklin Templeton Emerging Markets Equity Despite the US-China trade war, Franklin Templeton Emerging Markets Equity's Sukumar Rajah doesn't think the opportunity set for emerging markets is lost. He explains h...