Our insights straight
to your inbox

Our insights straight to your inbox

Receive our latest Advisor's Digest
research
and commentary sent the
first business
morning every week.

A weekly digest of our latest research and commentary. Topics include the economy and markets, portfolio strategy, ETFs, and practice management.


Fund openings/closings, fund manager changes, dividend distributions, webinars, and other events you might want to know about.



Already registered? Log on to
manage your
email subscriptions.

STAY CONNECTED

LinkedIn  LinkedIn

  RSS feed

Why economic recoveries look different around the world

Our ESG ETFs: Apply values-based exclusions to a broad market index

This overview from FTSE Russell illustrates the effects of their ESG screening processes on the FTSE US All Cap Choice Index and the FTSE Global All Cap ex US Choice Index.

VTI: 20 years old and still going strong

Vanguard Total Stock Market ETF turns 20! VTI helped pave the way for low-cost, broad-market indexing in ETFs while shaping the marketplace in many ways.

Our outlook for value? Brighter days ahead!

In a reversal from the past ten years, we expect value stocks to outperform growth stocks over the next decade.

2021 Schedule of dividend distributions

Use this schedule to determine when Vanguard funds expect to pay out dividends for 2021, excluding December payouts.

Why regular rebalancing is key to maximizing factor premiums

Antonio Picca discuss how daily rebalancing leads to more consistent factor exposure and greater excess return potential.

Barron's awards Vanguard active top marks

Vanguard wins industrywide recognition, earning the number one fund family ranking for 5 and 10 years in Barron's Best Fund Families of 2020.

Estimated supplemental fund distributions

View the Vanguard mutual funds and ETFs that will distribute supplemental distributions.

Asset bubbles and where to find them

It's hard to identify an asset bubble. We assess whether future income scenarios can justify an asset's price.

Help make international investing less foreign for clients

Help make international investing less foreign for clients by comparing familiar U.S. companies to their international counterparts.

When stocks get ahead of fundamentals

Now is a good time to remind your clients to tune out the noise and stay the course.

Proposals approved for 6 Vanguard funds

Shareholders approve proposals to merge two value funds and to change the diversification status of five other funds.

Tax center calendar for 2021

View a calendar of Tax center updates, with links to specific tax information as it is made available.

Are international equities poised to take center stage?

Learn why the past outperformance of U.S. equities compared with international equities over the last decade is unlikely to continue in the next.

ESG and alpha: A look inside the numbers

Vanguard ISG research finds that ESG strategies record a wide range of returns and volatility levels.

Tax-loss harvesting: Who benefits the most?

Our research has identified optimal investor profiles and market environments and what questions should be asked to determine the benefits of tax-loss harvesting.

Baillie Gifford managers discuss their obsession with growth

In this Q&A, portfolio managers from Baillie Gifford discuss their top five observations on the global markets and thoughts on international growth investing.

Can active equity managers be replicated using factor funds?

Vanguard presents a framework for determining if an active equity manager can be cloned using factor funds.

2020 Schedule of dividend distributions

Use this schedule to determine when Vanguard funds expect to pay out dividends for 2020, excluding December payouts.

Pandemic-fueled market losses have you thinking end-of-year tax strategies?

Looking to minimize client's tax bills? Be aware of year-end tax-planning strategies and the benefits of a tax-efficient, low-cost Vanguard equity ETF.