Insights

ETFs gathered $42 billion in September as the pace of flows into core equity exposures moderated. Fixed income ETF flows ticked up slightly.

Strong earnings are supporting US equities, but rising rates are raising questions about how much investors are willing to pay for future growth.

Global activity continues to outperform expectations, but persistent inflation and higher energy prices reinforce central banks’ cautious stance.

Currency-hedged global bonds enhance diversification and can reduce portfolio risk without lowering expected returns for your clients.

Vanguard’s Unlucky Jim analysis can help your clients understand the power of long-term investing.

How fundamental research can uncover opportunities among European REIT credit issuers during periods of market turbulence.

How Japan’s rising rates may shift global capital flows and add pressure to bond yields.

Is the US stock market overly reliant on just a few mega-cap firms? History suggests the leaderboard will change – and markets will adapt.

As the fixed income market evolves, Vanguard is pairing advanced technology with expert insight to enhance client outcomes over time.

Higher yields offer attractive income potential and a greater cushion against volatility, creating opportunities for active investors.

Equal-weighting doesn’t reduce risk – it changes it. And in many cases, it introduces higher costs and unintended factor bets.

Against a backdrop of higher-for-longer interest rates, our new Global Short-Term Core Bond Fund can help to optimise portfolio outcomes.