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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.
Spotlight Voice
Rachel White is a Product Strategy Manager for Vanguard Australia.
An enduring solution to low yields
An introduction to Vanguard's approach to total return investing.
Vanguard economic and market update - August 2020
The progression of COVID-19 and the prospects for a vaccine remain the key driversof economic activity globally.
Active Fixed Income Perspectives - June quarter 2020
Valuations are less compelling than they were in late March but we expect opportunities to continue to arise. Emerging markets and pockets of credit remain good prospects.
Vanguard economic and market update - July 2020
Vanguard forecasts global growth to fall by about -3% in 2020 with a recovery to begin in the second-half.
Vanguard's 2020 midyear economic update
Vanguard economists address the COVID-19 shock, an expected two-phase recovery, and a sanguine investment outlook.
An economic update amid the pandemic
Vanguard economists take stock of how COVID-19 has reshaped their outlook for the economy and where they see markets going from here.
Vanguard economic and market update - June 2020
Vanguard's outlook for 2020 GDP across different markets is largely unchanged from last month although there is the possibility of upside revisions to Asia and Australian forecasts, assuming any second waves of infection don't require national lockdown.
A challenging time for emerging markets
Amid the COVID-19 pandemic, the International Monetary Fund lowered its forecast for growth in emerging and developing economies for both 2020 and 2021. The way out won't be easy. But not all is lost for emerging markets.
Estimating the economic impact of the COVID-19 shock
COVID-19 has caused economic activity worldwide to fall sharply. A deep, short recession will likely be followed by a slow recovery.
'But how will we pay for this?'
The low-interest-rate environment is a favorable backdrop for developed markets to retire pandemic-related debt. Central banks, meanwhile, may soon provide guidance on how they'll start unwinding assets.
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