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Mar 14, 2023

Preparing for dislocation in active credit

Kunal Mehta, head of fixed income specialist team, Vanguard Europe, explores how the risk of recession could shake up credit markets and looks at how active managers can navigate the fallout.

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Mar 14, 2023

Preparing for dislocation in active credit

Kunal Mehta, head of fixed income specialist team, Vanguard Europe, explores how the risk of recession could shake up credit markets and looks at how active managers can navigate the fallout.

Read more
Mar 20, 2023
A look back and forward at the 60/40 portfolio
For the traditional 60/40 portfolio, 2022 was a punishing year. But the model’s long-term record has been stellar and, at current valuations, expected returns for the next decade have improved.
Portfolio construction
Mar 17, 2023
Perspectives on banking developments and volatility
In this short video, Joe Davis, Vanguard’s global chief economist, discusses volatility in the financial sector sparked by two recent bank failures and shares his views on inflation and central bank policy.
Market commentaryMacro economics
Mar 16, 2023
Banking-sector volatility calls for perspective
Following recent financial market volatility attributed to banking-sector events, we continue to encourage investors to avoid speculation and trading on emotion, and to focus instead on the long term and factors within their control.
Market commentary
Mar 10, 2023
Fixed income update: Investors baulk at sticky inflation
Read Vanguard's latest sector-by-sector analysis of global fixed income markets and a summary of how those views affect the Vanguard active bond funds.
Active investingPortfolio construction
Mar 9, 2023
ETF market review: Equity dominates inflows in February
Read Vanguard's latest monthly summary of flows in the European ETF market.
Market commentaryPortfolio construction
Feb 27, 2023
Interested in the markets’ future? Think long-term
Market forecasts can be a useful tool for setting realistic risk and return outcomes with clients, if used wisely.
Market commentary