Close Menu
  • Home
  • Finance News
  • Personal Finance
  • Investing
  • Cards
    • Credit Cards
    • Debit
  • Insurance
  • Loans
  • Mortgage
  • More
    • Save Money
    • Banking
    • Taxes
    • Crime
What's Hot

Trump tariff surprise delivery fees

July 13, 2025

Marc’s Guide to Mastering Earnings Season

July 13, 2025

How to get a $30,000 personal loan

July 13, 2025
Facebook X (Twitter) Instagram
Facebook X (Twitter) Instagram
Smart SpendingSmart Spending
Subscribe
  • Home
  • Finance News
  • Personal Finance
  • Investing
  • Cards
    • Credit Cards
    • Debit
  • Insurance
  • Loans
  • Mortgage
  • More
    • Save Money
    • Banking
    • Taxes
    • Crime
Smart SpendingSmart Spending
Home»Finance News»Vanguard, BlackRock deliver market plays for 2025’s second half
Finance News

Vanguard, BlackRock deliver market plays for 2025’s second half

July 13, 2025No Comments3 Mins Read
Facebook Twitter LinkedIn Telegram Pinterest Tumblr Reddit WhatsApp Email
Vanguard, BlackRock deliver market plays for 2025’s second half
Share
Facebook Twitter LinkedIn Pinterest Email

Investors may want to consider bracing for a weaker stock market performance over the next six months.

According to Vanguard’s Roger Hallam, it’s prudent for long-term investors to have sufficient exposure to fixed income in this environment.

“Our outlook for the second half of this year is that growth will slow,” the firm’s global head of rates told CNBC’s “ETF Edge” on Monday.

Hallam predicts the labor market will continue to gradually cool while inflation rises. Hallam expects the Federal Reserve will ultimately prioritize jobs and cut interest rates toward the end of this year to provide insurance.

“We think that will provide a tailwind for bonds,” he said. “So, we’re confident in the outlook for fixed income, and we think… clients should be allocating to fixed income.”

Vanguard is behind three U.S. government bond exchange-traded funds debuting this week. The launch includes the Vanguard Government Securities Active ETF (VGVT).

The firm’s prospectus shows U.S. Treasurys hold the largest exposure in the new ETF. The benchmark 10-year Treasury note yield started 2025 at about 4.57% and has since fallen to roughly 4.4% as of Tuesday.

Meanwhile, BlackRock‘s Jay Jacobs sees a barbell approach as a valuable second-half strategy as a hedge against economic slowdown risks.

“I think we’re still going to see a lot of money that’s been in cash for a long time … start to inch their way back into the equity markets,” the firm’s U.S. head of equity ETFs said in the same interview.

He expects buffer ETFs, which are designed to protect against the downside and still give a measure of upside performance, to benefit from the risk backdrop.

See also  Mark Wiedman, BlackRock exec thought to be Fink's successor, is leaving

BlackRock offers six buffer ETFs, according to the firm’s website, including iShares Large Cap Max Buffer Jun ETF (MAXJ). The fund is up 5% so far this year and tracks the share price return of the iShares Core S&P 500 ETF.

“Our fund MAXJ recently reset, giving a cap of up to 7% exposure to the S&P over the next year. A tool like that is going to be very much in vogue for investors looking to get back into the markets,” Jacobs said, adding investors will likely play offense and will continue to migrate toward strong macro themes such as artificial intelligence.

Jacobs also lists infrastructure as a key group.

“As we continue to see geopolitics and fragmentation around the world impact markets, I think people are going to be looking at really powerful macro trends like the growth of infrastructure in the United States as a way to place their bets in the equity markets,” Jacobs said.

Source link

2025s BlackRock Deliver Market plays Vanguard
Share. Facebook Twitter Pinterest LinkedIn Tumblr Telegram Email
Previous ArticleTrump tariff effects on back-to-school shopping for 2025
Next Article What is a blend fund?

Related Posts

Trump tariff surprise delivery fees

July 13, 2025

Trump tariff effects on back-to-school shopping for 2025

July 13, 2025

China’s deflationary slide worsens as companies spiral into price wars

July 13, 2025
Add A Comment
Leave A Reply Cancel Reply

Top Posts

Can I contribute to my IRA after retirement?

March 5, 2025

Trump signs executive order aimed at dismantling Education Department

March 21, 2025

Holiday Insurance Risks Every Homeowner Should Know About

December 13, 2024
Ads Banner

Subscribe to Updates

Subscribe to Get the Latest Financial Tips and Insights Delivered to Your Inbox!

Stay informed with our finance blog! Get expert insights, money management tips, investment strategies, and the latest financial news to help you make smart financial decisions.

We're social. Connect with us:

Facebook X (Twitter) Instagram YouTube
Top Insights

Trump tariff surprise delivery fees

July 13, 2025

Marc’s Guide to Mastering Earnings Season

July 13, 2025

How to get a $30,000 personal loan

July 13, 2025
Get Informed

Subscribe to Updates

Subscribe to Get the Latest Financial Tips and Insights Delivered to Your Inbox!

© 2025 Smartspending.ai - All rights reserved.
  • Contact
  • Privacy Policy
  • Terms & Conditions

Type above and press Enter to search. Press Esc to cancel.