Vanguard economic and market update - August 2021
The Delta variant continues to spread, prompting a downgrade in our growth outlooks for Australia and China, where further lockdowns have been implemented.
Why economic recoveries vary around the world
Differences in consumption demand partly explain why economic recoveries from the pandemic in the United States, the United Kingdom, the euro area, and China won't look alike.
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 - July 2021
The path to economic recovery will likely be uneven and varied across industries and regions, with countries that have vaccinated greater proportions of their populations driving global growth.
Vanguard's framework for constructing globally diversified portfolios
Total-return investing: A superior approach for income investors
Total-return investing: A smart response to shrinking yields
The Australian Financial Advice Landscape: Report
New business models in banking bring new credit risks
Vanguard's credit team weighs the effects of lower-for-longer rates, sees most value in U.S. and Australian banks.
A midyear update on our economic and market outlook
Vanguard's mid-2021 update on the economy and markets looks at how differences in vaccination rates and varied levels of fiscal support are likely to produce uneven economic growth.
Vanguard economic and market update - June 2021
The economic recovery is expected to continue through the second half of 2021, underpinned by rising vaccination rates and the rebound in consumption as restrictions are lifted.
Vanguard economic and market update - May 2021
GDP across key economies remains uneven. The United States, Chineseand Australian economies all grew over the first quarter, while the euro regionand the United Kingdom recorded declines.
Why rises in bond yields should only be modest
Vanguard expects rises in bond yields to be modest as central banks unwind loose monetary policy in coming years.
Why U.S. value stocks are poised to outperform growth
In a reversal from the past ten years, we expect value stocks to outperform growth stocks over the next decade.
The coming rise(s) in inflation
'Base effects' and a stimulated U.S. economy are about to push inflation higher than we've seen in recent years.
Vanguard economic and market update - April 2021
Economic growth levels across most developed countries and emerging marketsare continuing to improve, supported by major fiscal stimulus programs and the rolloutof COVID-19 vaccinations.
Rising rates don't negate benefits of bonds
Roger Aliaga-Diaz, Vanguard's chief economist, Americas, and head of portfolio construction, explains why investors should maintain their bond positions even in an environment of rising interest rates.
BBBs in a post-COVID economy
Vanguard's credit team anticipates a decline in corporate leverage from the recent COVID-19 highs, and that the worst in terms of credit deterioration is likely behind us.
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