Targeted value exposure in a changing world
As value shares continue their winning streak, some investors may have a case of FOMO while others may be worried that recent outperformance is an aberration. Ian Boater, Active and ESG Sales Development Manager, spoke with Antonio Picca, Vanguard's Head of Factor-Based Strategies, about the future prospects for value and why investors should focus on consistent, targeted value exposure that can keep up with the latest research.
Growth or value: It's not a black or white choice
In this article Baillie Gifford discuss their Global Alpha strategy, upon which the Vanguard Active Global Growth Fund
Why emerging markets are still critical for diversified portfolios
In this article we interviewed Mary Pryshlak, Wellington Management's Head of Investment Research to discuss the continued importance of emerging markets in client portfolios and the unique opportunities Wellington is uncovering in the sector.
Insights from Baillie Gifford's Spencer Adair, one of the three portfolio managers responsible for The Global Alpha strategy.
Why Baillie Gifford has faith in the future of growth
In this article, Baillie Gifford, the investment manager for the Vanguard Active Global Growth Fund, discusses where they see the opportunities for growth going forward.
Factor ETFs: Driving outcomes after a recent wild ride
Two of Vanguard's factor ETFs recently celebrated their three-year anniversary in Australia. Crossing this threshold provided a great opportunity to check in with Antonio Picca, head of Vanguard Factor-Based Strategies, about the current state of our line-up, the market environment, and strategies to implement factor-based investing in your portfolio construction approach.
Global Alpha Research Agenda 2021
We explore who is poised to benefit from two important macro investment themes on the global equity horizon.
What happens if traditional emerging market and developed market distinctions become more blurred and perhaps even no longer useful to investors?
Why regular rebalancing is key to maximising factor premiums
Vanguard's latest research set out to identify the optimal rebalancing mechanism for long-only factor funds.
When to rethink equity exposure for retiring clients
The traditional path for clients heading towards retirement is to place their portfolio into a more conservative position. However, given that we are all living longer, retiree portfolios can be more exposed to equity market volatility than perhaps they may have been in the past.
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