Insights

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

Nov 20, 2023

Vanguard economic and market outlook 2024: Global summary

An era of higher interest rates marks a return to sound money. Read more of Vanguard’s 2024 views in this summary.

Read now
Nov 20, 2023

Vanguard economic and market outlook 2024: Global summary

An era of higher interest rates marks a return to sound money. Read more of Vanguard’s 2024 views in this summary.

Read now
Nov 28, 2023
Navigating global credit markets in a downturn
Vanguard’s corporate bond experts share their strategies for active credit investors in an economic slowdown.
Active investing
Nov 22, 2023
Vanguard economic and market update: Growth slowing outside US
Our experts’ latest views on the global economy, including the outlook for growth, inflation, jobs and interest rates.
Market commentaryMacro economics
Nov 16, 2023
Is there a link between ESG ratings and investment returns?
Many investment products consider environmental, social and governance (ESG) ratings, either at the initial construction phase or as part of the ongoing management process. But what are the investment implications of using ESG ratings?
ESG
Nov 9, 2023
Fixed income update: Yield curves steepen in October
The key themes in global bond markets over the past month.
Portfolio construction
Nov 6, 2023
Monthly European ETF flows summary: Inflows up in October
Read Vanguard's latest monthly summary of flows in the European ETF market.
Market commentary
Nov 1, 2023
What ‘higher for longer’ means for active bond investors
Vanguard’s top bond experts share their views on what ‘higher for longer’ means for global fixed income markets, and where they’re looking to add value in the months ahead.
Active investing

Filters

Showing 1 - 12 of 64

Nov 28, 2023 3 min
Navigating global credit markets in a downturn
Vanguard’s corporate bond experts share their strategies for active credit investors in an economic slowdown.
Active investing
Nov 22, 2023 4 min
Vanguard economic and market update: Growth slowing outside US
Our experts’ latest views on the global economy, including the outlook for growth, inflation, jobs and interest rates.
Market commentaryMacro economics
Nov 20, 2023 4 min
Vanguard economic and market outlook 2024: Global summary
An era of higher interest rates marks a return to sound money. Read more of Vanguard’s 2024 views in this summary.
Macro economics
Nov 16, 2023 3 min
Is there a link between ESG ratings and investment returns?
Many investment products consider environmental, social and governance (ESG) ratings, either at the initial construction phase or as part of the ongoing management process. But what are the investment implications of using ESG ratings?
Esg
Nov 9, 2023 4 min
Fixed income update: Yield curves steepen in October
The key themes in global bond markets over the past month.
Portfolio construction
Nov 6, 2023 4 min
Monthly European ETF flows summary: Inflows up in October
Read Vanguard's latest monthly summary of flows in the European ETF market.
Market commentary
Nov 1, 2023 4 min
What ‘higher for longer’ means for active bond investors
Vanguard’s top bond experts share their views on what ‘higher for longer’ means for global fixed income markets, and where they’re looking to add value in the months ahead.
Active investing
Oct 22, 2023 4 min
Why the euro area is proving less resilient than the US
The euro area and US central banks have applied similar monetary policy tightening over the past 18 months with distinctly different results. We see three key reasons why.
Macro economics
Oct 19, 2023 8 min
Active fixed income perspectives Q4: Bond markets soften
Vanguard’s experts provide their latest sector-by-sector analysis of global fixed income markets and a summary of how these trends affect Vanguard’s active bond funds.
Market commentary
Oct 16, 2023 4 min
How Vanguard adds value for equity index fund investors
How partnerships create value for international index fund investors. A Q&A with Vanguard’s Christine Franquin.
Portfolio construction
Oct 15, 2023 4 min
How interest rate moves drive bond returns
Markets might have got their interest rate outlook wrong, but the case for holding global bonds as part of a multi-asset portfolio remains as strong as ever.
Market commentaryPortfolio construction
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.
Market commentary