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Featured

Topical research and commentary on issues that matter to you and your clients

Featured

Topical research and commentary on issues that matter to you and your clients

Risk speedometer: Risk wanes

What is "The uncertainty advantage"?

Video  |  Transcript available

Watch the video replay of Vanguard Chief Investment Officer Greg Davis's keynote address at Inside ETFs in which Greg discussed the current fixed income environment, Vanguard's market and economic outlook, and opportunities to deliver greater value to clients.

Watch the video replay of Vanguard Chief Investment Officer Greg Davis's keynote address at Inside ETFs in February.

  Watch video

 | 

  Read transcript

Our expectations for emerging markets returns

Video  |  Transcript available

Vanguard Global Chief Economist Joe Davis explains why rebalancing into markets outside the United States makes strategic sense.

Vanguard Global Chief Economist Joe Davis on why emerging markets remain a wild card.

  Watch video

 | 

  Read transcript

Brexit and the value of diversified portfolios

Article

What the U.K. Parliament's latest vote over Brexit negotiations with the European Union means for investors and diversified portfolios.

What the U.K.'s latest Brexit vote means for investors.

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Are U.S. equities fairly valued?

Video  |  Transcript available

Vanguard Global Chief Economist Joe Davis says that for the first time in a decade, U.S. equities are approaching a fair-value assessment.

How fairly valued are U.S. equities? Vanguard Global Chief Economist Joe Davis offers his analysis.

  Watch video

 | 

  Read transcript

What to expect next from the markets

Article

Vanguard CEO Tim Buckley says our economists are anticipating low returns and higher volatility over the next decade. If they're right, adhering to best practices will be crucial to your investment success.

CEO Tim Buckley says adhering to best practices will be crucial to investment success in a low-return environment.

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Podcast: Inside Inside ETFs 2019—a ringside seat at the conference

Audio  |  Transcript available

In this 16-minute podcast, Vanguard ETF product management expert Rich Powers gives listeners an insider's view of the recent Inside ETFs conference in Hollywood, Florida--the showcase of the vibrant and growing ETF industry.

In this 16-minute podcast, Vanguard ETF product management expert Rich Powers provides investors with exciting highlights of the recent Inside ETFs conference.

  Listen to audiocast

 | 

  Read transcript

Use the Roth IRA as an estate planning tool

Article

Roth IRAs can play an important role in estate planning. This article shows how a hypothetical client could pass a portfolio on to heirs using Roth and traditional IRAs, and then compares the results.

Roth IRAs can play an important role in estate planning. This article compares three scenarios under which a client could pass a portfolio on to heirs.

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What Fed projections may mean for longer-term stock returns

Article

Vanguard Chief Economist Joe Davis is looking at the upcoming Fed meeting for clues about stock returns longer term.

Vanguard Chief Economist Joe Davis is looking at the upcoming Fed meeting for clues about stock returns longer term.

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The strategic role TIPS can play in a portfolio

Video  |  Transcript available

Are Treasury Inflation-Protected Securities a good long-term investment? Vanguard Global Chief Economist Joe Davis explains how they can play a strategic role.

Vanguard Global Chief Economist Joe Davis explains the strategic role Treasury Inflation-Protected Securities can play in a portfolio.

  Watch video

 | 

  Read transcript

Risk speedometer: Easing off the brake

Article

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at January 2019 cash-flow data.

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at January 2019 cash-flow data.

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Is cash an option in the current market environment?

Video  |  Transcript available

Vanguard Global Chief Economist Joe Davis explains why he believes cash shouldn't be viewed as an investment vehicle.

Vanguard Global Chief Economist Joe Davis shares his thoughts on whether cash is an attractive option given the current market environment.

  Watch video

 | 

  Read transcript

Webcast replay: Vanguard--Live from Inside ETFs

Article

This replay of Vanguard's webcast from the Inside ETFs conference features experts from inside and outside Vanguard discussing the ETF landscape.

This replay of Vanguard's webcast from the Inside ETFs conference features experts from inside and outside Vanguard discussing the ETF landscape.

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We all use technology, but what's the right tech strategy?

Article

Technology shapes many aspects of our lives, including investing. In this exchange, Noni Robinson, head of Bank and Institutional in Vanguard Financial Advisor Services™, and Bill Martin, CIO of INTRUST Bank, discuss how tech is changing advisor-client partnerships.

Noni Robinson, head of Bank and Institutional in Vanguard FAS, chats with Bill Martin, CIO of INTRUST Bank, about technology in the advice space.

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What investors can expect as key decisions affecting markets await

Article

Vanguard's Roger Aliaga-Díaz discusses the potential short- and long-term market impacts of specific policy debates that could play out in the weeks ahead.

Learn Vanguard’s views on the impact looming policy decisions will have on investors.

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Tips for getting clients to ignore short-term performance and focus long term

Video  |  Transcript available

Vanguard's Don Bennyhoff and Fran Kinniry say using historical illustrations to demonstrate when the market has rebounded from sharp downturns helps clients focus on the long term and ignore short-term underperformance.

What's the secret to effective behavioral coaching? Getting clients to focus on the long term and not worry about short-term underperformance.

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 | 

  Read transcript

ETF Perspectives--Winter 2019

Article

The winter issue of ETF Perspectives explores the belief that even though investors have been big winners as ETF fees have dropped, advisors need to help clients keep their long-term goals on track by choosing low-cost ETFs that also avoid various hidden costs.

The winter issue of ETF Perspectives explores the importance of helping clients pick the right ETFs in a world where the number of choices is expanding.

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How to find clients that are the right fit for your practice

Video  |  Transcript available

Vanguard's Don Bennyhoff and Fran Kinniry say a common mistake advisors make is believing there are no bad clients. Our experts suggest that advisors be discerning when taking on new clients.

Are all prospective clients right for your practice? Vanguard's Don Bennyhoff and Fran Kinniry suggest that advisors be discerning when taking on new clients.

  Watch video

 | 

  Read transcript

Podcast: Our 2019 economic and market outlook

Audio  |  Transcript available

In this podcast, Vanguard economist Josh Hirt discusses our expectations for the global economy and the markets in 2019 and beyond.

Vanguard economist Josh Hirt discusses our expectations for the global economy and the markets in 2019 and beyond.

  Listen to audiocast

 | 

  Read transcript

What NOT to say to clients during a behavioral coaching conversation

Video  |  Transcript available

Vanguard's Don Bennyhoff and Fran Kinniry discuss some of the worst things advisors could say during behavioral coaching conversations with their clients.

Vanguard's Don Bennyhoff and Fran Kinniry walk through some phrases to avoid during behavioral coaching conversations with your clients.

  Watch video

 | 

  Read transcript

 

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In this series, Vanguard's world-class economic team takes a big-picture approach to explaining the trends that affect global markets and the economy.

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A monthly audio series that addresses topical investment issues on the minds of your clients.

ETF Perspectives

ETF Perspectives brings you insights from a variety of leaders while sharing Vanguard's own research on ETFs.

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