Our ESG ETFs: Apply values-based exclusions to a broad market index
ESG investors want to invest with confidence. Confidence that they are aligning their investments with their values. Confidence that the screening process results in an investment that maintains a high correlation to the parent benchmark.
Diversification still works: Exploring the equity-bond relationship with K-means clustering
Government bonds can hedge against equity market drops for both U.S. and global investors.
The stock/bond correlation: Increasing amid inflation, but not a regime change
The diversification benefits of a balanced portfolio can persist, even at a time of increased inflation, according to new Vanguard research.
The rise of the female investor
Society still has a long way to go to bring parity to super and take-home pay, however one area women are making progress on their own terms is investing.
Vanguard's framework for constructing globally diversified portfolios
A Vanguard paper reviews the decisions individual investors face when constructing a globally diversified portfolio.
In active equity funds, concentration matters. Active bond funds? It's complicated.
A Vanguard paper explores the relationship of the number of fixed income fund holdings to systemic risk and alpha.
Total-return investing: A superior approach for income investors
Vanguard research highlights the risks associated with generating income strictly from portfolio yield and why a total return approach makes sense, particularly during this prolonged period of low yields.
Total-return investing: A smart response to shrinking yields
In this recently updated research paper, the advantages of a total-return approach over traditional income strategies are discussed.
Some patience required: Outperformance in active fixed income
In this paper, we look at the wide range of frequencies, durations, and magnitudes of underperformance that active fixed income funds experienced on their way to long-term outperformance.
Finding the right ESG investment product
With the growing number of ESG products available to invest in, how do you choose the right one for you?
Vanguard's approach to ESG: Our investment products and processes
Vanguard believes material environmental, social, and governance (ESG) risks can impact long-term value creation in portfolio companies. As a result, ESG considerations are integrated into product design and investment processes across our funds.
Assessing green bond opportunities
Kunal Mehta, senior investment specialist, fixed income, and Loubna Moudanib, credit analyst in Vanguard's Fixed Income Group, explore the opportunities and risks in the growing universe of green bonds.
Value versus growth stocks: The coming reversal of fortunes
In a reversal from the past ten years, we expect value stocks to outperform growth stocks over the next decade.
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.
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