Insights

Our latest analysis and commentary from our global research team on the market and economic outlook

Sep 6, 2023

Monthly European ETF flows summary: August inflows fall

Read Vanguard's latest monthly summary of flows in the European ETF market.

Read now
Sep 6, 2023

Monthly European ETF flows summary: August inflows fall

Read Vanguard's latest monthly summary of flows in the European ETF market.

Read now

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Showing 1 - 12 of 60

Sep 25, 2023 3 min
Central bank rates at or nearing their peaks
Interest-rate pauses by the US Federal Reserve and the Bank of England reflect the central banks’ progress in the inflation fight and a desire not to restrict economies more than necessary.
Sep 21, 2023 4 min
Fixed income update: Bond markets digest mixed signals
The key themes in global bond markets over the past month.
Sep 18, 2023 3 min
Vanguard economic and market update: Rates near peak?
Our experts’ latest views on the global economy, including the outlook for growth, inflation, jobs and interest rates.
Sep 17, 2023 4 min
What's the impact of ESG funds on a portfolio?
Andreas Zingg, Head of Multi-Asset Solutions, Vanguard Europe, explains why the risk and return characteristics are different for ESG building blocks – and how advisers can take this into account when constructing portfolios for clients with ESG preferences.
Sep 11, 2023 5 min
Vanguard’s perspective on China’s economic challenges
Vanguard’s chief economist in Asia-Pacific, Qian Wang, and senior investment strategist, Grant Feng, explore the outlook for China’s economy and what it might mean for global investors.
Sep 6, 2023 4 min
Monthly European ETF flows summary: August inflows fall
Read Vanguard's latest monthly summary of flows in the European ETF market.
Sep 3, 2023 5 min
Where is there opportunity in the US stock market?
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.
Aug 6, 2023 2 min
Limited impact expected from US credit downgrade
For only the second time in its history, the US saw its credit rating downgraded. Our experts encourage investors not to overreact, however.
Aug 3, 2023 4 min
Active spotlight with Vanguard Global Credit Bond Fund manager
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.
Jul 25, 2023 4 min
Is volatility an advantage for active managers?
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?
Jul 24, 2023 4 min
Exploring the role of duration in bond returns
Ongoing volatility in bond markets shouldn’t overshadow the long-term benefits of holding a broad spread of bonds as part of a diversified multi-asset portfolio.
Jul 4, 2023 4 min
Higher inflation not the end of the 60/40 portfolio
Even in a world where global stocks and bonds are positively correlated, the 60/40 model delivers value to investors.