VWO News and Press, Vanguard FTSE Emerging Markets From 02/01/23

Summary Global markets roared back to life in January, led by US real estate shares. The only slice of the major asset classes that lost ground last month: commodities, based on a set of proxy ETFs. The Global Market Index (GMI) posted a solid rebound in January. This unmanaged benchmar...

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Summary The energy sector has been red-hot for much of the past year, but there are still pockets in this corner that remain battered, at least in relative terms. There are no guarantees that the so-called value premium, no matter the definition, will generate superior performance anyti...

Summary Despite softer economic conditions globally, emerging markets (EM) credit fundamentals remain supportive—and while we see some pockets of weakness, especially among energy- and food-importing countries, overall we believe EM debt is well positioned to withstand a period of we...

Summary Developed international and emerging market stocks have been surging relative to the U.S. in recent months. Are non-U.S. stocks finally ready to take the sustained lead over their U.S. counterparts? A closer look reveals that non-U.S. stock performance may not be as impressi...

Summary In the past, one of the biggest attractions of EM equities was a stronger macroeconomic growth backdrop than that of developed countries. We’re also seeing signals of declining inflation across various EM countries, including India and Brazil. Investors are understand...

Summary When focusing on what we believe are the primary market signals, the “condition our condition is in” is uncertain. Quality is an increasingly important risk factor as investors refocus on fundamentals during uncertain times. U.S. small-cap stocks may have alrea...

Summary China’s reopening, lower energy prices and cooling inflation reinforce our long-term positive view on equities. Yet, we think market optimism has come too soon. Stocks paused their rally and bond yields steadied after recession worries returned. We think we are starting t...

Summary Strains are building, and the U.S. will likely enter recession in the second half of 2023. By then, Europe will likely be emerging from recession, while China and Emerging Asia may be enjoying a COVID-reopening-inspired recovery. Segments of the inflation basket will soften rapi...

Summary In our view, the balance of demand and supply factors should support oil prices in 2023. Most EM banking systems look better positioned in terms of capital than they were during the Global Financial Crisis. All things considered, we continue to believe that current valuation...