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International

International

The latest perspective on events affecting the global economy

Current thoughts on the economy and the markets

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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Embracing a global stock market

Article

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.

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As global growth slows, why are investors still so bullish?

Article

Economic forecasts call for global growth to slow in 2019 before picking up again in 2020. Vanguard's Jonathan Lemco discusses risks to such a scenario and how investors should respond.

Learn where the global economy is headed and what risks may lie ahead.

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Expect cautious markets amid U.S.-China trade tension

Article

A U.S.-China trade deal that seemed imminent early this month suddenly appears at risk, dragging global stock markets down with it. What has happened in the intervening days, and what should investors expect?

Souring U.S.-China trade talks have dragged down global stock markets. Here’s what to expect.

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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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Our expectations for emerging markets returns

Video  |  Transcript available

Vanguard Global Chief Economist Joe Davis explains why rebalancing into markets outside the United States makes strategic sense.

Vanguard Global Chief Economist Joe Davis on why emerging markets remain a wild card.

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 | 

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Brexit and the value of diversified portfolios

Article

What the U.K. Parliament's latest vote over Brexit negotiations with the European Union means for investors and diversified portfolios.

What the U.K.'s latest Brexit vote means for investors.

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Podcast: Our 2019 economic and market outlook

Audio  |  Transcript available

In this podcast, Vanguard economist Josh Hirt discusses our expectations for the global economy and the markets in 2019 and beyond.

Vanguard economist Josh Hirt discusses our expectations for the global economy and the markets in 2019 and beyond.

  Listen to audiocast

 | 

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Webcast replay: 2019 Vanguard economic and market outlook

Article

What’s ahead in 2019 for the global economy and financial markets? Replay the live webcast with insights and analysis from Vanguard Global Chief Economist Joe Davis.

Vanguard Global Chief Economist Joe Davis provides insights and analysis on our 2019 economic and market outlook.

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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.

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 | 

  Read white paper

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

 | 

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The fate of the euro

Whitepaper

All eyes are on the euro as investors wonder whether a partial or full breakup could be in its future. This research paper analyzes the history of the euro, the European Union, and other monetary unions to discuss ways to make the euro sustainable.

This research paper looks at the challenges facing the euro and examines its chances for survival.

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 | 

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Still a long and bumpy road to travel on the way to a U.S.-China deal

Article

Vanguard's Qian Wang says the chance of a trade war between China and the U.S. has increased but there is still hope for a deal

Vanguard's Qian Wang says the chance of a trade war between China and the U.S. has increased but there is still hope for a deal

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Still a long and bumpy road to travel on the way to a U.S.-China deal

Blog

Vanguard’s Qian Wang says the chance of a trade war between China and the U.S. has increased but there is still hope for a deal

Vanguard’s Qian Wang says the chance of a trade war between China and the U.S. has increased but there is still hope for a deal

Read blog  

Still a long and bumpy road to travel on the way to a U.S.-China deal

Blog

Vanguard’s Qian Wang says the chance of a trade war between China and the U.S. has increased but there is still hope for a deal

Vanguard’s Qian Wang says the chance of a trade war between China and the U.S. has increased but there is still hope for a deal

Read blog  

Our outlook for Europe

Video  |  Transcript available

Vanguard Chief Economist, Europe, Peter Westaway offers his take on the impact of Brexit and what the future holds for the European market.

Vanguard Chief Economist, Europe, Peter Westaway discusses our expectations for Europe through 2019.

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 | 

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Our expectations for developed and emerging markets

Video  |  Transcript available

What are our long-term expectations for developed and emerging markets? Peter Westaway--Vanguard's chief economist, Europe--and Qian Wang--Vanguard's chief economist, Asia-Pacific--offer their thoughts.

Vanguard economists discuss our expectations for returns in both developed and emerging markets.

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 | 

  Read transcript

How should inflation factor into portfolio construction?

Video  |  Transcript available

Qian Wang, Ph.D., chief economist, Asia-Pacific, of Vanguard Investment Strategy Group explains how investors can help protect themselves from rising inflation.

Vanguard economists discuss countermeasures against the threat of rising inflation.

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 | 

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Is a global trade war now underway?

Article

The Trump administration’s May 31 ordering of tariffs on steel and aluminum imports from Canada, Mexico, and Europe has sparked more concern over the risk of a trade war and implications for the global economy. How will these tariffs affect the U.S. economy? How concerned should investors be?

While the odds of a trade war have grown, we believe it is unlikely the U.S. will dramatically shift trade policy at the risk of disrupting domestic growth.

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