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Thriving in a fiduciary environment

Best practices, key action items, and other resources for overcoming fee-based challenges.

Thriving in a fiduciary environment

Best practices, key action items, and other resources for overcoming fee-based challenges.

The truth about active management myths

Fed policy update: A single rate hike likely in 2019

Article

Vanguard has adjusted its outlook for U.S. interest rate policy in 2019. Global Chief Economist Joe Davis explains why the Federal Reserve is likely to raise rates only once this year.

Vanguard's global chief economist explains why the U.S. Federal Reserve is likely to raise rates only once in 2019.

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The role of infrastructure in a portfolio

Whitepaper

An infrastructure overweight may be consistent with some investor goals, but we find that those same goals can often be met with investment options that are more broadly diversified by company and industry.

Overweighting infrastructure may help achieve some investor goals, but so can more diversified options.

  Read executive summary

 | 

  Read white paper

Our top 5 articles from the past year

Article

These five vanguard.com articles ranked as the most viewed by advisors during 2018.

What Vanguard articles did your peers find most valuable in 2018? Here are the top five.

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Our CIO comments on market volatility

Article

Vanguard Chief Investment Officer Greg Davis offers perspective on the recent volatility in markets.

Vanguard Chief Investment Officer Greg Davis offers perspective on the recent volatility in markets.

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2019 Global outlook: Down but not out

Whitepaper

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 executive summary

 | 

  Read white paper

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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The shutdown and its likely effect

Article

While we may see additional volatility, shutdowns haven’t always been bad for markets during the actual event. In the long run, they are less consequential.

While we may see additional volatility, shutdowns haven’t always been bad for markets during the actual event. In the long run, they are less consequential.

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Indexing's growth and market volatility: No connection found

Article

Is there a correlation between market volatility and the growth of index funds? Here's what Vanguard research found.

Is there a correlation between market volatility and the growth of index funds? Here's what Vanguard research found.

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Fed outlook for 2019: A pause is coming

Article

Vanguard Chief Economist Joe Davis sees the Federal Reserve ending this rate-hiking cycle at around 3% next year. The markets are forecasting less tightening.

Vanguard Chief Economist Joe Davis sees the Federal Reserve ending this rate-hiking cycle at around 3% next year. The markets are forecasting less tightening.

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Hidden risks within active fixed income funds

Article

Fixed income risks include interest rate, credit, downgrade, liquidity and leverage, Not all actively managed fixed income funds are as clear as they could be about the risks they take. Our simple table lists the significant drivers of fixed income risks and return.

Read this brief piece for an at-a-glance table that displays significant drivers of fixed income risks and return.

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Managing currency exposure

Article

While hedging exposure to foreign currency can reduce fixed income investing volatility, making good decisions about when and how to hedge can be an additional source of alpha, if the fund manager has the flexibility and sophistication to make it work.

Don't overlook the role of foreign currency as you evaluate global fixed income strategies for your clients.

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Rising exposure to BBB-rated securities

Article

Many advisors are worried about the growth of today's BBB investment-grade universe and whether those bonds will become the fallen angels of tomorrow. This article offers three ways to evaluate fixed income funds for your clients.

Many advisors are worried about the growth of today's BBB investment-grade universe. We look at three ways to evaluate fixed income funds for your clients.

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Tips for easing clients' concerns during volatile markets

Video  |  Transcript available

Review behavioral coaching strategies to guide your clients past their uncertainty and help them reach their financial goals.

Review behavioral coaching strategies to guide your clients past their uncertainty and help them reach their financial goals.

  Watch video

 | 

  Read transcript

Vanguard Advisor's Alpha guide to behavioral coaching

Whitepaper

With portfolio construction becoming automated, it's crucial for advisors to differentiate themselves by focusing on their uniquely human services. That starts with behavioral coaching, which can enhance returns by keeping clients committed to their long-term plans.

With the automation of portfolio construction, advisors must differentiate themselves by focusing on their uniquely human services, like behavioral coaching.

  Read executive summary

 | 

  Read white paper

Podcast: Learn how new U.S. tax law can affect deductions

Audio  |  Transcript available

In this 14-minute podcast, Vanguard Senior Tax and Wealth Planning Specialist Jackie Youssef tells advisors how the new tax law affects clients' tax planning, with a focus on how it can affect standard deductions.

In this 14-minute podcast, Vanguard Senior Tax and Wealth Planning Specialist Jackie Youssef tells advisors how the new tax law affects clients' tax planning.

  Listen to audiocast

 | 

  Read transcript

Enduring volatility: Two charts

Article

It's been a tough few weeks. These two charts can support you in your conversations with anxious clients.

It's been a tough few weeks. These two charts can support you in your conversations with anxious clients.

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2019 Economic and market outlook: Down but not out

Whitepaper

Vanguard's outlook for global markets, the global economy, inflation, employment, and monetary policy.

Vanguard's expectations for the global markets in 2019 and beyond.

  Read executive summary

 | 

  Read white paper

Our CIO talks expectations, interest rates, and blockchain

Article

An interview with Vanguard Chief Investment Officer Greg Davis about investment and economic conditions, investor expectations, and technology's effects on financial market efficiency and transparency.

An interview with Vanguard Chief Investment Officer Greg Davis.

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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.

  Read article