Emerging markets: With great challenges come great opportunities
The developing world was the epicentre of the COVID-19 outbreak, so it is ironic in a sense that emerging markets (EMs) are now viewed as a rich source of COVID-related investment opportunities.
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.
How Baillie Gifford views growth opportunities
Vanguard Australia speaks with Ben Drury about Baillie Gifford's perspective on growth opportunities, the four profiles Baillie Gifford uses to categorise growth stocks, and how some of these growth stocks fared in 2020.
When to replace fundamental active equity funds with factor funds
The continued development of strategies to harvest factor returns in a low-cost manner has effectively raised the bar for many fundamental active managers who need to generate outperformance to justify their higher fees.
Can active equity managers be cloned using factor funds?
Vanguard presents a framework for determining if an active equity manager can be cloned using factor funds.
Vanguard Virtual Symposium: An active response to a global crisis
Hear from a selection of some of the world's most talented managers as they share their insights from the frontline and talk us through sectors and securities they're investing in right now.
An active approach gives factor investing an edge in times of market stress
An active approach to factor investing can be a powerful tool for fund managers, especially during periods of market stress.
How to target specific portfolio outcomes using factors
Tom Wilson, Senior Investment Specialist at Vanguard Australia discusses how factor-based strategies can be used to target specific portfolio attributes or outcomes to align with your client's investment goals.
Spotlight on Asia internet and software
Did you know the Chinese e-commerce market is already larger than the US? Yash Patodia shares his thoughts on growth areas within emerging markets in Asia, the impact of COVID on the industry and more.
Reduce portfolio risk using a minimum volatility strategy
In the current climate of global share market volatility, you may be looking for ways to reduce your clients' portfolio risk while ensuring they remain exposed to the growth opportunities offered by equities.
Credit markets are past the first phase of the crisis, the liquidity crunch, and now face the second phase: the economic fallout from the global shutdown. What does this mean for investors and what happens next?
The battle for consumer attention
Will maturity dull the growth outlook for businesses such as Facebook, Tencent (owned through Naspers) and Netflix? Might excess supply and growing competition for our time hurt their prospects? Which digital companies still have the greatest opportunities?
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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