Tap into research resources from our recent Virtual Forum

June 18, 2019

 

On June 18, we held our first ever live Virtual Forum. For 2½ hours, advisors could listen as Vanguard experts shared their insights on the markets and economy, active equity investing, Vanguard's partnership with advisors, and active fixed income investing.

Here's a summary of the research and commentary that was available to attendees of the event.

The Fed must play the hand it’s been dealt

Vanguard Global Chief Economist Joe Davis offers our perspective on where U.S. monetary policy may be headed.

As the cycle turns: Late-cycle macro risks and asset allocation

As the U.S. economy enters the later stages of its current expansion, returns are projected to be more modest than in previous late-cycle periods. Our economic research team examines three pressing risks that may affect asset allocation decisions.

Embracing a global stock market

International stocks represent almost half of the global stock market, but some investors continue to exhibit a home bias. Learn how international investments can help temper portfolio volatility.

Active Fixed Income Perspectives: 1st quarter 2019

Our fixed income team shares its quarterly analysis of the fixed income market and offers its insights into where it sees investment opportunities.

Tips for using factor-based funds to optimize your clients' portfolios

How to actively position portfolios to seek specific risk-and-return objectives.

Designing factor portfolios for your clients

Vanguard Global Head of Portfolio Construction Fran Kinniry shares strategies for implementing thoughtful, factor-based exposure into your clients' portfolios.

Will negative bond market sentiment become reality?

Senior Strategist Anne Mathias of Vanguard Fixed Income Group breaks down the current bond market environment and offers her prediction on whether the rising tide of negative rhetoric will become reality.

Watch for invitations to attend our future live events soon.

Notes:

  • All investing is subject to risk, including the possible loss of the money you invest.
  • Diversification does not ensure a profit or protect against a loss.
  • Investments in stocks or bonds issued by non-U.S. companies are subject to risks including country/regional risk and currency risk.
  • Past performance is no guarantee of future results.
  • Bonds of companies based in emerging markets are subject to national and regional political and economic risks and to the risk of currency fluctuations. These risks are especially high in emerging markets.
  • High-yield bonds generally have medium- and lower-range credit-quality ratings and are therefore subject to a higher level of credit risk than bonds with higher credit-quality ratings.
  • Bond funds are subject to interest rate risk, which is the chance bond prices overall will decline because of rising interest rates, and credit risk, which is the chance a bond issuer will fail to pay interest and principal in a timely manner or that negative perceptions of the issuer's ability to make such payments will cause the price of that bond to decline.
  • Although the income from a municipal bond fund is exempt from federal tax, you may owe taxes on any capital gains realized through the fund's trading or through your own redemption of shares. For some investors, a portion of the fund's income may be subject to state and local taxes, as well as to the federal Alternative Minimum Tax.
  • Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income.
  • Factor funds are subject to investment style risk, which is the chance that returns from the types of stocks in which the fund invests will trail returns from the stock market. Factor funds are subject to manager risk, which is the chance that poor security selection will cause the fund to underperform relevant benchmarks or other funds with a similar investment objective.

 

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