VWO News and Press, Vanguard FTSE Emerging Markets From 11/14/22

Summary The major asset classes continued to recover in the trading week through Friday, Nov. 11, based on a set of ETF proxies. The lone exception: a broad measure of commodities. Property shares are prized for relatively high payout rates and so prices in this corner of risk ass...

Summary Ray Dalio, Michael Burry, and Jeffery Gundlach recently shared some very bullish views on emerging markets. Not only are these ETFs undervalued on a fundamental basis, but the currencies that underpin them are also at 25-year lows. China and Brazil are not to be avoide...

Summary The acceleration of innovation in emerging markets provides reasons for confidence in emerging markets long term. Markets in Latin America have been the best performer in emerging markets (EMs) year-to-date, driven by the rise in the energy sector, which has posted double-...

Summary Expectations coming into Thursday’s CPI and Core CPI print are leaning “heavy” so to speak, meaning the street is expecting another hot number. Inflation matters to bond yields and bond yields matter to stock P/E levels and valuations. It’s all ...

Summary Considering the strategic fundamentals, the MSCI EM index is essentially a bet on the future prospects of Asia’s largest economies. Over the past 30 years, the S&P 500 has returned more than three times as much as the emerging markets index for a US-based invest...

Summary Expected long-run returns for most of the major asset classes continue to look relatively attractive after this year’s market declines, based on updates of models run by CapitalSpectator.com. Today’s revised estimates, based on numbers through October, show (...

Summary US stocks led the October bounce. Vanguard Total Stock Market Index Fund surged 8.1%. Commodities posted the second-best performance in October for the major asset classes, rising 6.2%. The Global Market Index recovered in October, registering its first monthly gain si...

Summary With inflationary pressures and recessionary fears remaining top-of-mind, equity managers see no short-term end to the bumpy ride in markets. One of the key risks cited by equity managers in our third-quarter report is the possibility of inflation remaining stuck at high l...

Summary Investment-grade EM borrowers continue to achieve positive demand. Both the Kingdom of Saudi Arabia and Emirates NBD enjoyed healthy demand, further confirming the strong investor sentiment towards stronger GCC credits. Nigeria's debt stress should not currently requir...

Summary The VWO's underlying FTSE EM index now trades at its cheapest level since the global financial crisis, cheaper even than the height of the Covid crash. This is particularly noteworthy considering that global inflation expectations are significantly higher, which should sup...