The key themes in global bond markets over the past month.Read more
Kelly Gemmell, investment product manager, Vanguard Europe, examines how rising rates and heightened volatility are creating new risks—and opportunities—for active fixed income managers.
Sarang Kulkarni, portfolio manager, investment-grade credit, and Michael Pollitt, head of credit research, Europe, examine how central banks are navigating an inflation tightrope and what an energy price shock could mean for corporate bond valuations.
As global shortages of semiconductor chips cause bond valuations of chip manufacturers to become extremely tight, we see more value downstream among industrial original equipment manufacturers (OEMs), which have managed to navigate rising input costs, including for labour.
Fong Yee Chan, head of ESG strategy, Vanguard Europe, explores some of the different ways to approach ESG investing and looks at how Vanguard incorporates ESG considerations into its product design and investment processes.
Nick Eisinger, emerging markets lead strategist, and Sarang Kulkarni, portfolio manager, investment-grade credit, explore how a long-term approach based on genuine security selection can deliver enduring alpha to bond investors.
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