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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

A better approach to Roth conversions

Access the credit premium in a globally diversified way

Article

Get the details on Vanguard Global Credit Bond Fund. This page provides an overview of the actively managed fund’s objective and investment approach. Use it to learn about the fund and access related resources and research.

Get the details on Vanguard Global Credit Bond Fund, our first globally diversified, actively managed bond fund available in the U.S.

  Read article

Vanguard's global outlook summary for 2019

Article

Although several factors in the global economy will raise the risk of recession in 2019, a slowdown in growth--led by the United States and China--is the most likely outcome.

Factors in the global economy will raise the recession risk in 2019, but a growth slowdown is the likeliest outcome.

  Read article

 | 

  Read PDF

ETF Perspectives--Fall 2018 issue

Article

The Fall 2018 issue of ETF Perspectives explores how using strategic model portfolios can help advisors streamline their practices and focus on deeper wealth management, while at the same time potentially increase the chances of clients reaching their goals.

ETF Perspectives, Fall 2018 issue explores how using strategic model portfolios can help advisors streamline their practice and focus on wealth management.

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Active Fixed Income Perspectives: Headwinds for fixed income?

Article

In the new Vanguard Active Fixed Income Perspectives, Chris Alwine, global head of credit, and Paul Malloy, head of U.S. Municipals, discuss opportunities in investment-grade, structured finance, emerging markets, high-yield, and municipal bonds.

In Vanguard Active Fixed Income Perspectives, Vanguard leaders discuss the global bond markets and their positioning of Vanguard taxable and municipal funds.

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Long-term care... what you see ISN’T all there is

Article

Vanguard retirement expert Jean Young says factoring long-term care into our retirement planning--our health and wealth planning--is something proactive we can do to help mitigate our concerns.

Strategies for factoring the potential costs of long-term care into retirement planning.

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MYTH: Higher active share leads to better outcomes

Article

It's a myth that higher active share leads to better outcomes. The reality is the zero-sum game and the low-cost advantage apply no matter the percentage of a fund portfolio that differs from a benchmark index.

It's a myth that higher active share leads to better outcomes. The reality is the zero-sum game and the low-cost advantage always apply.

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The forces behind rising housing prices

Whitepaper

The housing market may soften from its current highs but won't alter our outlook for developed economies. Our analysis of the influence real estate will have on the global economy.

Our analysis on the likelihood an overvalued real estate market will trigger a recession.

  Read executive summary

 | 

  Read white paper

Risk speedometer: A slight pickup

Article

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at September 2018 cash-flow data.

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at September 2018 cash-flow data.

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Proper benchmarking: What I learned as a hedge fund manager

Article

Senior Investment Strategist Chris Tidmore explains how properly benchmarking hedge funds and other alternatives can improve their relative performance.

Senior Investment Strategist Chris Tidmore explains how properly benchmarking hedge funds and other alternatives can improve their relative performance.

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Market volatility: Perspective and resources

Article

While some clients can take volatility in stride, others can't. Market history and our coaching framework can help with potentially difficult conversations.

While some clients can take volatility in stride, others can't. Market history and our coaching framework can help with potentially difficult conversations.

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Unraveling a global active bond fund's return

Audio  |  Transcript available

In this 12-minute podcast, we discuss global active bond funds, the key factors that explain their return variations--including the role of foreign currency--and what you should consider before investing in them.

In this new podcast, we discuss global active bond funds, key factors that explain their return variations, and what to consider before investing in them.

  Listen to audiocast

 | 

  Read transcript

Infographic: Advocating for indexing's benefits

Article

Proving why it's a myth that indexing impacts price dispersion.

Debunking the myth that indexing impacts price dispersion.

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Investment stewardship at Vanguard

Article

Learn more about our advocacy, engagement, and voting activities via our new annual report and an interview with Investment Stewardship Officer Glenn Booraem.

Learn more about our advocacy, engagement, and voting activities via our new annual report and an interview with Investment Stewardship Officer Glenn Booraem.

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Emerging-market bonds: a fixed income asset with equity-like returns and risks

Whitepaper

Our research on emerging-market bonds finds that historically, they have performed more like equities than like bonds. Their effect on a portfolio has depended on which asset class is used to fund them.

Vanguard researchers analyze the historical impact of emerging market tilts for fixed income investors.

  Read executive summary

 | 

  Read white paper

Webinar replay: Our analysis of retirement savings trends

Article

Vanguard retirement expert Jean Young discusses our research on the latest retirement savings trends in this webinar replay.

Vanguard retirement expert Jean Young discusses our research on the latest retirement savings trends in this webinar replay.

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Risk speedometer: Foot off the accelerator

Article

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at August 2018 cash-flow data.

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at August 2018 cash-flow data.

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The fallout from the global financial crisis continues a decade on

Article

The global financial crisis is a decade behind us, but the fallout still continues.

The global financial crisis is a decade behind us, but the fallout still continues.

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Successful indexing is harder than it looks

Article

Low costs are a good starting point, but investors need more for success. Morningstar research recognizes Vanguard's people and process.

Morningstar research recognizes Vanguard's people, process, and low fee heritage.

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Global Macro Matters: Rising rates, flatter curve

Whitepaper

The U.S. yield curve continues to flatten. What could an inversion mean for the economy and investors?

The U.S. yield curve continues to flatten. What could an inversion mean for the economy and investors?

  Read executive summary

 | 

  Read white paper

 

Featured contributors

Series

Financial Planning Perspectives

Global Macro Matters

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.

Investment Commentary Podcast

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.

Types

Research briefs

Advisor-centered research that's accessible, actionable, and sharable with clients.

White papers

Proprietary investment research and perspectives.

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Video
Audio
Articles