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Preliminary capital gains estimates

Are you looking to navigate the waves of market volatility?

With periods of wild market swings on the rise, we take a look at how Vanguard U.S. Minimum Volatility ETF can help reduce portfolio volatility.

Why the bond and equity markets' economic outlooks differ

Vanguard experts explain why bond markets are flashing red while equity markets are not far from record highs and discuss the potential implications of this environment for investors.

Vanguard experts discuss why the bond markets are flashing red and the potential implications for investors.

Watch a replay of our first ever Virtual Forum

Hear the perspective of Vanguard experts on active fixed income investing, the global economy and markets, and active equity investing.

Watch a video replay of our Virtual Forum and hear insights on active fixed income investing, the global economy and markets, and active equity investing.

Distilling the differences between APs and ETF market makers: ETF Perspectives

When you make ETF trades it's important to know the difference between authorized participants and market makers.

When you make ETF trades it's important to know the difference between authorized participants and market makers.

Embracing a global stock market

This one-pager provides three good reasons why it’s smart to invest internationally. Share it with your clients.

This one-pager provides three good reasons why it’s smart to invest internationally. Share it with your clients.

The missing link between equity returns and economic growth

Video  |  Transcript available

Vanguard Global Chief Economist Joe Davis explains the often conflicting relationship between market returns and economic growth.

Vanguard Global Chief Economist Joe Davis explains why there's little correlation between market returns and economic growth over long periods.

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 | 

  Read transcript

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.

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 | 

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What Fed projections may mean for longer-term stock returns

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.

Rising rates have not meant poor stock returns

Chief Economist Joe Davis looks at how investors might fare as the Fed continues to raise short-term interest rates. While many believe rising rates are a harbinger of poor stock returns, history tells us otherwise.

Chief Economist Joe Davis looks at how investors might fare as the Fed continues to raise short-term interest rates.

The portfolio currency-hedging decision

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.

Considerations for a concentrated equity portfolio

Some clients might find themselves with a concentrated equity portfolio. More often than not, the best move would be to diversify. Understand why and examine methods for diversifying a concentrated portfolio with this new Financial Planning Perspectives note.

This Financial Planning Perspectives note explains prudent ways to help clients diversify a concentrated equity portfolio.

The link between stocks and bonds: Will history be our guide?

With market volatility becoming the norm, will we experience more simultaneous declines of stocks and bonds, and what popular hedging strategies are available to offset this occurrence?

With market volatility becoming the norm, will the inverse relationship between stocks and bonds still hold over time?

An analysis of dividend-oriented equity strategies

As more investors gain interest in dividend strategies, it's prudent to understand how they can work in a client's portfolio. This paper examines the performances of high-dividend-yielding and dividend-growth strategies and the role they can play in an investment plan.

This white paper examines dividend-oriented equity strategies and the role they can play in a client's portfolio.