Vanguard to Offer Private Equity Investments to Individuals
Vanguard will begin offering private equity strategies to individual investors this summer. It will make the funds available only to qualified customers at first, but intends to include them in its hybrid robo-advisor platform, Personal Advisor Services, in the “near future,” according to …
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We’ve made no secret of our overweight allocation to health care compared to the S&P 500. How should investors react when the sector is slumping, as it has been of late? Chairman Dan Wiener discussed the state of the health care industry and our approach to it in our recent webinar,*
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Months of horse-trading remain before a legislative package on infrastructure comes out of Capitol Hill, but we’re already hard at work analyzing what it could mean for numerous market sectors. Director of Research Jeff DeMaso explained how infrastructure spending casts a wide net in our recent webinar,* Inflation, …
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An infrastructure package would cast a wide net across the U.S. markets. Will it affect investments beyond our shores? Chief Investment Officer Jim Lowell delved into the wide-ranging impact of infrastructure spending in our recent webinar,* Inflation, Inoculation and Infrastructure: Defining the New Normal. Please enjoy the excerpt …
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Please note: This update was prepared on Friday, May 14, 2021, before the market’s close. May flowers unfurling ushered in good news from the Centers for Disease Control and Prevention—fully vaccinated people can turn their unmasked faces to the sun again. While the idea of breathing freely might trigger a sigh of …
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Fidelity Takes Lending Into Its Own Hands
Never one to be left behind on investing trends, Fidelity recently announced the launch of Fidelity Agency Lending, a platform that the firm’s global equity trading head says “could meaningfully improve the overall returns that we deliver to our fund shareholders.” The new platform …
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Please note: This update was prepared on Friday, May 7, 2021, before the market’s close. It’s tempting to say that everything’s coming up roses in May. And why not? Stocks have risen at a 40% annualized rate, while red-hot corporate earnings sparked a rally on Thursday that pushed the Dow Jones Industrial …
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After the best 12 months for the S&P 500 in more than 60 years through March 31, 2021, are stocks overvalued? And why has the health care sector failed to participate in robust gains? Research Analyst Liz Laprade looked at current valuations and health care companies in our recent webinar,*
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This week’s reader question is about global stocks: What is your thinking on investing in international stocks? Will slower vaccine deployment abroad have an impact on valuations? Josh Jurbala, Quantitative Investments Manager, had this to say: We’ve been asked this a lot lately. The question is a smart one because you’re focusing …
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This week’s reader question is about special-purpose acquisition companies: SPACs aren’t new, so why are they so popular now, and is this a bubble? Josh McCourt, Equity and Quantitative Research Analyst, had this to say: That’s right, SPACs (special-purpose acquisition companies) are not fresh on the investment scene—they’ve been …
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After a strong rally pushed stocks into record territory in 2020, are stocks overpriced today? Vice President Steve Johnson and Research Analyst Liz Laprade discussed the valuations in the U.S. and abroad in our recent webinar,* A Tale of Two Recoveries: Will Main Street Catch Up With Wall …
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When markets have had a strong run, we often hear from clients who wonder when the tide might turn and what that would mean for their investments. Equity Research Analyst Kate Austin discussed the risks in attempting to time the market in our recent quarterly webinar*—Take Your Pick: …
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