Vanguard, BlackRock deliver second-half market plays that could cushion a potential growth slowdown
1. Vanguard predicts weaker market performance, favoring fixed-income investments. 2. BlackRock's Jay Jacobs suggests a barbell strategy to hedge economic risks. 3. Buffer ETFs are expected to attract investors returning to equity markets. 4. Infrastructure and AI are highlighted as strong macro themes for investment. 5. 10-year Treasury yield has decreased, signaling potential bond market strength.