The Vanguard Effect: Working harder for you
While most financial advisers in Australia know Vanguard, many investors do not. This month, Vanguard is launching a significant national brand campaign.
U.S. equities outperformed their international counterparts by 8 percentage points per year on average over the 10 years ended December 31, 2019. However, our proprietary Vanguard Capital Markets Model (VCMM) suggests that this outperformance is unlikely to persist over the next 10 years.
An enduring solution to low yields
An introduction to Vanguard's approach to total return investing.
ESG: Putting it all together and making decisions
Interest in ESG in Australia is healthy and growing, even as measured against global trends and the events of 2020 have only compounded those preferences.
Five common myths about ESG (and how to help align your clients' investments with their values)
There's been a lot to reckon with so far in 2020. It has made us all a bit more aware of the impact our choices have on others, and the world at large, and helped drive a new wave of interest in ESG as an investment category.
Choosing an index fund: it's more than just expense ratio
Since the first index fund was launched some 45 years ago, millions of investors across the world have taken advantage of this easy-to-implement investment vehicle that offers transparency, diversification, low-costs and tax efficiency.
Why a 'total return' approach to investing is right for the COVID-19 era
A 'total-return' approach allows investors to separate the spending strategy that best suits their goals in retirement from their portfolio strategy.
The importance of cost in retirement
Retirement is complex, and in spite of the volumes of research on the topic, there are rarely simple answers to many questions for those moving into retirement.
How much home country bias is too much?
If Australia's dream equities run comes to an end, investors may start to feel the pain, particularly when their standard of living in retirement is at stake.
Post-retirement income: Product, service or both?
Defined contribution (DC) retirement systems around the world face a pressing question: how can members generate a regular income in retirement?
This research paper presents a methodology for estimating the trading volume on US exchanges attributable to the portfolio management activity of index funds, index ETFs and other indexing strategies. We estimate that index funds and index ETFs currently account for approximately 1% of US trading volume.
Known unknowns: Uncertainty, volatility and the odds of recession
This Vanguard research paper explores how tightening financial conditions and greater policy uncertainty influence the likelihood of recession. The paper also looks at the effects on US Federal Reserve interest rate policy.
Cycle-based factor timing: Clear in hindsight but hazy ahead
Cycle-based factor-timing strategies require moving in and out of factors based on knowledge of which factors have performed best under various economic conditions. Investors must gauge their ability to identify the key inflection points in advance. Vanguard’s new Global Macro Matters paper studies the success of basing such strategies on historical returns.
Learn about Vanguard's securities lending program
Vanguard's securities lending programs have been delivering risk adjusted benefits to investors for more than 30 years.
Hear directly from Vanguard leaders on topics you care about
Vanguard Voices™