Insights

The key themes in global bond markets over the past month.

Find out why US value shares could provide a buffer against weaker performance in other sectors of the US equity market over the next ten years. Kevin DiCiurcio, head of the Vanguard Capital Markets Model® research team, explains why.

For only the second time in its history, the US saw its credit rating downgraded. Our experts encourage investors not to overreact, however.

In this Q&A, we talk to Sarang Kulkarni, Lead Portfolio Manager of the Vanguard Global Credit Bond Fund, about how to generate alpha in credit markets and the risks of unintentional beta.

Given their mandate to pick the winners, market volatility is often said to be favourable for actively managed funds. But is this actually the case?

After a brutal year for fixed income in 2022 two recurring themes abound in the industry - that bonds are back, and that 2023 will be the year when active management will truly shine. But both need caveats.