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Asset allocation

Asset allocation

Helping you determine the optimal mix of assets for client portfolios

Risk speedometer: Holding steady at lower bound

Risk speedometer: Risk appetite remains anchored at low level

Article

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

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

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How Fed policy uncertainty may affect asset allocation decisions

Whitepaper

Designing a portfolio for a specific economic environment offers the opportunity to reduce portfolio risk and improve return characteristics, but it also can expose investors to suboptimal outcomes. See the trade-offs for three Federal Reserve scenarios.

How Fed policy uncertainty may affect asset allocation decisions.

  Read executive summary

 | 

  Read white paper

Risk speedometer: Appetite for risk continues to decline

Article

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

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

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Why ESG investing matters and how to approach it

Audio  |  Transcript available

In this 13-minute podcast, Vanguard Equity Product Manager Drew Schneider helps make sense of what it means to invest in ESG products and why ESG investing doesn't mean your clients have to sacrifice return.

Podcast: Breaking down the mysteries of ESG investing.

  Listen to audiocast

 | 

  Read transcript

Late-cycle macro risks and asset allocation

Whitepaper

As the U.S. economy enters the later stages of its current expansion, three risks may affect asset allocation.

As the U.S. economy enters the later stages of its current expansion, three risks may affect asset allocation.

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 | 

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Risk speedometer: Risk continues to sway

Article

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

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

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Podcast: A guide to smart rebalancing

Audio  |  Transcript available

In this 15-minute podcast, Vanguard Wealth Planning Analyst Jenna McNamee shares best practices for implementing a smart rebalancing strategy.

Vanguard Wealth Planning Analyst Jenna McNamee discusses how to implement a smart rebalancing strategy.

  Listen to audiocast

 | 

  Read transcript

Global equity investing: The benefits of diversification

Whitepaper

Even though investors may exhibit a home bias, investing in international stocks has clear benefits.

Even though investors may exhibit a home bias, investing in international stocks has clear benefits.

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 | 

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Risk speedometer: Risk moderates

Article

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

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

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Getting back on track: A guide to smart rebalancing

Whitepaper

Our research team breaks down the benefits of rebalancing and suggests three best practices for executing a rebalancing strategy.

Our research team breaks down the benefits of rebalancing and suggests three best practices for executing a rebalancing strategy.

  Read executive summary

 | 

  Read white paper

Risk speedometer: Risk wanes

Article

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

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

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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

Risk speedometer: Risk deceleration

Article

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

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

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Risk speedometer: Continued pressure

Article

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

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

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Risk Speedometer: A Noticeable Pullback

Article

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

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

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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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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 portfolio currency-hedging decision

Whitepaper

This paper presents a framework that puts the typical asset-class approach to currency hedging in a portfolio context. This approach makes clear that the hedging decision depends on the strategic asset allocation decision that aligns a portfolio’s performance with an investor’s objectives.

This research paper offers a framework that puts the typical asset-class approach to currency hedging in a portfolio context.

  Read executive summary

 | 

  Read white paper