VWO News and Press, Vanguard FTSE Emerging Markets From 04/25/23

2023-04-25 11:55:00 ET Summary We believe fixed income markets present fundamental advantages that enable active managers to outperform benchmarks. These include market inefficiencies, index rules and reconstitutions, participant motivation, and trading inefficiencies. In fixed in...

2023-04-24 11:45:00 ET Summary US-listed REITs posted the strongest gain for the major asset classes in last week’s mostly quiet trading, based on a set of ETF proxies. A key headwind for REITs is rising interest rates, which poses competition for the relatively high payout...

2023-04-24 10:30:00 ET Summary We are leaning into our preference for emerging market (EM) assets due to China’s restart, ending EM interest rate hiking cycles and a weaker U.S. dollar. Global stocks were flat on the week. PMI data showed economic activity holding up in the...

2023-04-23 11:27:00 ET Summary The IMF expects slowing global growth and slowing global inflation to eventually return developed market interest rates down to levels that make sovereign debt sustainable. Banking problems in the US and Europe result in slower credit growth, but are...

2023-04-22 05:52:00 ET Summary Emerging markets have become a global hub for innovation. Data centers are essential for migration to ChatGPT. We are at the beginning of transitioning from the old world to the new world. By Sergey Davalchenko Transcrip...

2023-04-19 12:25:00 ET Summary China’s stronger-than-expected growth bodes well for many EMs – but does it also mean additional inflation risks down the toad? Even though the IMF spring meetings eased concerns about a recession in advanced economies, both the U.S. an...

2023-04-19 08:45:00 ET Summary Strength in emerging markets often alternates decade by decade with the U.S. market providing a place to go while the U.S. performs poorly. Emerging markets are dirt cheap and priced to earn 11% nominal over 7 to 10 years while quants have U.S. retur...

2023-04-17 16:03:00 ET Summary Vanguard Developed Markets Index Fund rose 2.1% in last week’s trading. Vanguard European Stock Index Fund is up 14.4% year-to-date, more than double the 2023 gain for Vanguard Pacific Stock Index Fund. For the one-year trend, developed ma...

2023-04-14 00:00:00 ET Summary Deposits are the main source of funding for EM commercial banks. Some frontier countries still lag in terms of regulatory best practices. The volatility seen in the aftermath of recent events created investment opportunities. There has ...

2023-04-13 12:53:39 ET Summary EEM is heavily exposed to the Asian region, but things look promising here. EEM comes across as a sub-optimal EM option relative to its largest peers. Forward valuations are cheap, and EEM could benefit from mean-reversion. Introducti...