Cryptocurrencies and Vanguard: what we think
Like most things with a rising price tag, cryptocurrencies have garnered global recognition and interest for their sudden increase in value. From experienced investors to individuals just beginning their investment journey, many are wondering: are cryptocurrencies something I should look into? Here's Vanguard's take.
The dynamics of bond duration and rising rates
Rising rates can lead to higher total returns from bonds if your investment horizon is longer than your bond portfolio duration.
High inflation, but not stagnation
Comparing today's environment with that of the 1970s overlooks a key difference: today's strong demand for labour.
Why inflation expectations matter
Actual inflation is very responsive to changes in inflation expectations, according to our research.
Active Fixed Income Perspectives: Q3 2021
Vanguard Active Fixed Income Perspectives is our quarterly in-depth commentary. It offers a sector-by-sector analysis and a summary of how those views affect the Vanguard active bond funds.
Vanguard economic and market update - October 2021
Growth in global developed markets appears to be stabilising, although supply constraints are preventing economies from reaching full capacity.
Inflation, diversification, and the 60/40 portfolio
Vanguard finds it will take a lot more inflation than we expect to affect diversification in a balanced portfolio.
Testing the pace of China's economic growth
New research in Vanguard's Megatrends series finds that, in our base case scenario, China's economy becomes more consumption-oriented - and the world's largest after mid-century.
Slowing global trade: What investors need to know
Vanguard expects global trade growth to slow - not contract - in coming years, with only modest investor implications.
Inflation beyond the current spike
The risk of persistently higher inflation is not fully anticipated by either the financial markets or U.S. Federal Reserve forecasts.
A Tale of Two Paths: The Future of China
China's future as an economic powerhouse has broad implications for global growth, geopolitics, and financial markets.
Market and economic environments and their potential influence on asset allocation
A market and economic state-based, time-varying asset allocation is suitable for investors willing to take on risk.
The inflation machine: How it works and where it's going
Vanguard's baseline scenario using our state-of-the-art inflation forecast model is for a year-end 2022 core Consumer Price Index rate of 2.6%.
Vanguard economic and market update - September 2021
A resurgence in COVID-19 cases and extended lockdowns have led us to lower our full-year growth forecast for Australia, with risks skewed to the downside.
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