VWO News and Press, Vanguard FTSE Emerging Markets From 10/04/22

Summary 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 all 3 m...

Summary Short-term Treasury bills posted an essentially flat performance in September. Year to date, only cash and commodities are posting gains. GMI trailing 20% one-year loss continues to exceed the declines for US stocks and bonds. The major asset classes suffered...

Summary Elevated inflation, currencies, slowing global economic growth expectations, and reduced central bank liquidity remain key economic considerations. Volatility measured by the VIX spiked in September after declining in August. This wall of worry is real, but it is impor...

Summary After the S&P 500 peaked in March, 2000, at 1,550, there wasn’t a new all-time-high made consistently until early May, 2013. The returns are dropping sharply thanks to this year's equity market. It’s always hard to make a case for “non-USȁ...

Summary The dollar index tracks the US dollar's strength relative to other rich world currencies, but it also does a lot more than that. Due to the nature of globalization since the World Wars, the dollar index also tracks the performance of emerging markets relative to developed ...

Summary Emerging markets have seen a sustained period of higher nominal yields over the past 18 months. This backdrop of moderating inflation raises the question of whether there is light at the end of the tunnel for monetary policy tightening. We do not expect cuts in the ver...

Summary Near-term, inflation will remain elevated. We anticipate at least another 100–150 b.p. of tightening from major central banks in the next few months. There are already signs of an economic slowdown globally, but household finances are robust, corporate balance sheet...

Summary Following a decade of turbocharged outperformance in the early 2000s, emerging-market stocks have been mired in a protracted losing streak versus their developed-market peers. Both developed and developing equity markets have been grappling with the extreme economic disloc...

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Summary With the focus on environmental trends, sustainability and climate change, there are a lot of opportunities and risks that come along with that. Some companies will be beneficiaries of specific themes or trends that are arising on the back of the focus on climate change. ...