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Mirage of Stability: China's True Economic Growth
Vanguard analysis shows that alternative measures form a clearer picture of China's true economic growth.
Emerging-market debt: Finding value in a time of pandemic
Vanguard's emerging markets credit team believes opportunities to add value exist even in this rapidly evolving fiscal environment.
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.
Vanguard economic and market outlook for 2021: Approaching the dawn
While the global economy continues to recover as we head into 2021, the battle between the virus and humanity's efforts to stanch it continues.
Spotlight Voice
Inna Zorina is a Senior Investment Strategist for Vanguard Australia.
Vanguard economic and market update - November 2020
Based on promising signs that COVID-19 vaccines currently in trail are effectiveand production capacity allows for doses to be delivered early-to-mid-2021, Vanguardsees an increased likelihood of the U.S. economy reaching pre-COVID-19 output levelsbefore the end of 2021.
Quantifying the future of remote work
A Vanguard analysis finds that about 15% of all U.S. jobs can permanently be performed remotely.
A pandemic, a vaccine, and a sea of ideas
We're not surprised that a COVID-19 vaccine came this far so quickly. It was a decade of idea-sharing in the making.
Active Fixed Income Perspectives - September quarter 2020
Beyond the uncertainty surrounding the ongoing global Covid-19 pandemic, we see room for market volatility to increase heading into year-end. The US election, a stalled US fiscal relief package and complications around Brexit all have the potential to weigh on investor sentiment and move market prices.
Vanguard economic and market update - October 2020
China's economy is set to resume its pre-pandemic trajectory before the end of 2020, at least a full year ahead of when Vanguard expects other major economies to achieve the same milestone.
Post-Brexit trade, the economy, and markets
Volatility may accompany the final stages on Brexit, but much of the market's response is already baked into prices.
Investment-grade corporate credit and the pandemic
With initial credit market adjustments to the pandemic behind us, Vanguard's credit analysts outline further opportunities for active management to add value, including within some of the more COVID-affected sectors.
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 economic and market update - September 2020
Globally, the pace of economic recovery from COVID-19 is uneven, with the US tracking at the optimistic end-of-expectations but economies such as the UK lagging behind Vanguard's mid-year forecasts.
Envisioning a post-pandemic future
The COVID-19 pandemic has accelerated some trends already in place, and it will have additional implications that are opaque now but that will become undeniably clear and meaningful over time.
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