{"id":18066,"date":"2025-07-13T19:24:25","date_gmt":"2025-07-13T19:24:25","guid":{"rendered":"https:\/\/finderica.com\/?p=18066"},"modified":"2025-07-13T19:24:25","modified_gmt":"2025-07-13T19:24:25","slug":"vanguard-blackrock-deliver-market-plays-for-2025s-second-half","status":"publish","type":"post","link":"https:\/\/finderica.com\/?p=18066","title":{"rendered":"Vanguard, BlackRock deliver market plays for 2025&#8217;s second half"},"content":{"rendered":"<div id=\"SpecialReportArticle-ArticleBody-6\" data-module=\"ArticleBody\" data-test=\"articleBody-2\" data-analytics=\"SpecialReportArticle-articleBody-6-2\"><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"><\/span><\/p>\n<div role=\"region\" aria-labelledby=\"Placeholder-ArticleBody-Video-108168529\">\n<div role=\"button\" tabindex=\"0\" id=\"Placeholder-ArticleBody-Video-108168529\" class=\"PlaceHolder-wrapper\" data-vilynx-id=\"7000381522\" data-test=\"VideoPlaceHolder\">\n<div class=\"InlineVideo-videoEmbed\" id=\"InlineVideo-0\" data-test=\"InlineVideo\">\n<div class=\"InlineVideo-wrapper\">\n<div class=\"InlineVideo-inlineThumbnailContainer\"><span class=\"InlineVideo-videoButton\"><\/span><span><\/span><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\">\n<p>Investors may want to consider bracing for a weaker stock market performance over the next six months.<\/p>\n<p>According to Vanguard&#8217;s Roger Hallam, it&#8217;s prudent for long-term investors to have sufficient exposure to fixed income in this environment.<\/p>\n<p>&#8220;Our outlook for the second half of this year is that growth will slow,&#8221; the firm&#8217;s global head of rates told CNBC&#8217;s &#8220;ETF Edge&#8221; on Monday.<\/p>\n<p>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.<\/p>\n<p>&#8220;We think that will provide a tailwind for bonds,&#8221; he said. &#8220;So, we&#8217;re confident in the outlook for fixed income, and we think&#8230; clients should be allocating to fixed income.&#8221;<\/p>\n<p>Vanguard is behind three U.S. government bond exchange-traded funds debuting this week. The launch includes the Vanguard Government Securities Active ETF (VGVT).<\/p>\n<\/div>\n<div class=\"InlineImage-imageEmbed InlineImage-inlineInfographic\" id=\"ArticleBody-InlineImage-108169231\" data-test=\"InlineImage\">\n<div class=\"InlineImage-wrapper\">\n<div class=\"InlineImage-imagePlaceholder\" style=\"padding-bottom:54.94505494505494%\">\n<div><button class=\"InlineImage-closeEnlargedImage\"><svg width=\"20\" height=\"20\" viewbox=\"0 0 20 20\" fill=\"#002F6C\" aria-labelledby=\"title desc\" role=\"img\" focusable=\"false\" data-analytic-id=\"expand-icon\" class=\"InlineImage-background\"><title>Zoom In Icon<\/title><desc>Arrows pointing outwards<\/desc><circle cx=\"10\" cy=\"10\" r=\"10\" fill=\"white\" stroke=\"#002F6C\"><\/circle><path d=\"M9.20185 10.7982C8.96049 10.5568 8.57037 10.5568 8.32901 10.7982L5.67901 13.4482V11.2346C5.67901 10.8938 5.40308 10.6173 5.06173 10.6173C4.72037 10.6173 4.44444 10.8938 4.44444 11.2346V14.9383C4.44444 15.279 4.72037 15.5556 5.06173 15.5556H8.76543C9.10679 15.5556 9.38271 15.279 9.38271 14.9383C9.38271 14.5975 9.10679 14.321 8.76543 14.321H6.55185L9.20185 11.671C9.44321 11.4296 9.44321 11.0395 9.20185 10.7982ZM14.9383 4.44446H11.2346C10.8932 4.44446 10.6173 4.721 10.6173 5.06174C10.6173 5.40248 10.8932 5.67903 11.2346 5.67903H13.4481L10.7981 8.32903C10.5568 8.57038 10.5568 8.96051 10.7981 9.20187C10.9185 9.32224 11.0765 9.38273 11.2346 9.38273C11.3926 9.38273 11.5506 9.32224 11.671 9.20187L14.321 6.55187V8.76545C14.321 9.10619 14.5969 9.38273 14.9383 9.38273C15.2796 9.38273 15.5556 9.10619 15.5556 8.76545V5.06174C15.5556 4.721 15.2796 4.44446 14.9383 4.44446Z\"><\/path><\/svg><\/button><\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\">\n<p>The firm&#8217;s prospectus shows U.S. Treasurys hold the largest exposure in the new ETF. The benchmark <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-2\">10-year Treasury note yield<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> started 2025 at about 4.57% and has since fallen to roughly 4.4% as of Tuesday.<\/p>\n<p>Meanwhile, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-3\">BlackRock<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span>&#8216;s Jay Jacobs sees a barbell approach as a valuable second-half strategy as a hedge against economic slowdown risks.<\/p>\n<p>&#8220;I think we&#8217;re still going to see a lot of money that&#8217;s been in cash for a long time \u2026 start to inch their way back into the equity markets,&#8221; the firm&#8217;s U.S. head of equity ETFs said in the same interview.<\/p>\n<p>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.<\/p>\n<p>BlackRock offers six buffer ETFs, according to the firm&#8217;s <a href=\"https:\/\/www.blackrock.com\/us\/financial-professionals\/insights\/ishares-buffer-etfs\" target=\"_blank\" rel=\"noopener\">website<\/a>, including <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-5\">iShares Large Cap Max Buffer Jun ETF<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> (MAXJ). The fund is up 5% so far this year and tracks the share price return of the <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-6\">iShares Core S&amp;P 500 ETF<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span>.<\/p>\n<p>&#8220;Our fund MAXJ recently reset, giving a cap of up to 7% exposure to the S&amp;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,&#8221; Jacobs said, adding investors will likely play offense and will continue to migrate toward strong macro themes such as artificial intelligence.<\/p>\n<p>Jacobs also lists infrastructure as a key group.<\/p>\n<p>&#8220;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,&#8221; Jacobs said.<\/p>\n<\/div>\n<\/div>\n<p><a href=\"https:\/\/www.cnbc.com\/2025\/07\/09\/vanguard-blackrock-deliver-market-plays-for-2025s-second-half.html\" target=\"_blank\" rel=\"noopener\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Investors may want to consider bracing for a weaker stock market performance over the next six months. According to Vanguard&#8217;s Roger Hallam, it&#8217;s prudent for long-term investors to have sufficient exposure to fixed income in this environment. &#8220;Our outlook for the second half of this year is that growth will slow,&#8221; the firm&#8217;s global head<\/p>\n","protected":false},"author":1,"featured_media":18067,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rank_math_lock_modified_date":false,"footnotes":""},"categories":[196],"tags":[7304,1864,7303,94,3501,4878],"class_list":{"0":"post-18066","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-finance-news","8":"tag-2025s","9":"tag-blackrock","10":"tag-deliver","11":"tag-market","12":"tag-plays","13":"tag-vanguard"},"_links":{"self":[{"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/posts\/18066","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=18066"}],"version-history":[{"count":0,"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/posts\/18066\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/media\/18067"}],"wp:attachment":[{"href":"https:\/\/finderica.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=18066"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=18066"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=18066"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}