VWO News and Press, Vanguard FTSE Emerging Markets From 05/25/22

Over the last 120 years, valuations have consistently proved to be a strong predictor of future returns with lost decades a common occurrence. Given the low growth economic environment, low rates, and weak inflation, a market return significantly lower over the last decade is logical....

At a PE of 11 and trailing dividend yield of 3.5%, the iShares Core MSCI Emerging Markets ETF is a glaring value. The macro tailwinds, underlying enterprise strength, and low valuation make a strong case for long-term investment. Emerging Markets could return 15% annualized and be...

Recession risks are rising, with a European recession, oil embargo risks, and China’s zero-Covid uncertainties adding to Fed rate hikes as headwinds. China’s risks are multi-layered and hard for markets to discount. In our view, IMF officials are much more precise in...

As we entered 2022, many emerging markets were already hurting due to higher commodity prices and rising interest rates; then a war in eastern Europe sent shock waves through the markets. The conflict in Ukraine likely bodes poorly for Eastern Europe more broadly, expanding beyond Rus...

Just when we thought the world economy was regaining its footing, a military conflict in Europe has led us to reconsider our outlook for growth and inflation. In light of Russia’s invasion, we developed a framework for thinking about the economic impact of the conflict on the e...

Grab is the largest SPAC that went public last year, with a market cap of around $40 billion. The stock hit an all-time high last November at $17 and has been plummeting since. The company is trying to build a Super App by launching more products beyond ride sharing. There are...

The map of the Asset Allocation Committee’s market views is a buzz of activity this quarter. Coming into 2022, we anticipated slower growth compared with the steep recovery levels of 2021 and inflation that was declining but persistent—and problematic due to its origins ...

The expected risk premium continued sliding in April for the Global Markets Index (GMI). Tuesday’s revision reflects a drop to a 5.4% annualized increase for the long term – a relatively large cut of 40 basis points from last month’s estimate. The forecast ref...

The major markets’ technical review will help readers understand the underlying technical conditions for potential opportunities and risk management. This helps refine not only decision making about what to own and when but what to overweight or underweight to achieve better pe...

The stagflation scenario got a little more traction last week with the release of a negative Q1 GDP print on Thursday and hints of more inflation on Friday. April was a really rotten month with everything down but the general commodity indexes. Investing is mostly an exercise in s...