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Bond investing insights

Bond investing insights

Considerations for today's economic environment

Uncover the hidden risks in your fixed income portfolio allocation

Inflation: Forgotten, but not necessarily gone

Article

Anne Mathias, Global Rates and FX Strategist, offers her outlook for inflation and its effect on clients’ fixed income allocations.

Anne Mathias, Global Rates and FX Strategist, offers her outlook for inflation and its effect on clients’ fixed income allocations.

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Emerging markets debt: A sound investment case

Article

Learn more about the sound investment case for considering emerging markets (EM) debt as part of a diversified investment portfolio.

Learn more about the sound investment case for considering emerging markets (EM) debt as part of a diversified investment portfolio.

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Active Fixed Income Perspectives: 2nd Quarter 2019

Article

Read our fixed income market analysis. Get new insights into the 2019 fixed income market that can help you implement portfolio recommendations for your clients.

Read our fixed income market analysis. Get new insights into the 2019 fixed income market that can help you implement portfolio recommendations for your clients.

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Moving to a risk-off environment: Will market sentiment become reality?

Article

Read what one of our most experienced fixed income experts, Anne Mathias, has to say about the current global market environment for fixed income and what may be on the horizon. Use these insights to weigh future portfolio recommendations for your clients.

Anne Mathias, one of our most experienced fixed income experts, weighs in on the current global fixed income market environment and what may be on the horizon.

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How commodities and short-term TIPS help combat inflation

Whitepaper

In this research paper, Vanguard Senior Investment Strategist Paul Bosse breaks down the components of inflation, defines how each asset class reacts to inflation, and discusses when short-term TIPS or commodities may work best to help combat inflation in a portfolio.

In this research, our analyst defines inflation, identifies how investments react to inflation, and reviews when to use short-term TIPS or commodities in a portfolio.

  Read executive summary

 | 

  Read white paper

Behavioral coaching insights

Video  |  Transcript available

Vanguard recently hosted a webcast featuring our global head of Portfolio Construction, Fran Kinniry. In this video excerpt, Fran explains how Vanguard Advisor's Alpha® can help advisors act as behavioral coaches and drive successful outcomes for their clients

In this video excerpt, Vanguard's global head of Portfolio Construction, Fran Kinniry, gives an overview of advisor's alpha, a behavioral coaching tool kit.

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 | 

  Read transcript

The layers of liquidity

Video  |  Transcript available

Vanguard recently gathered internal and external experts for a webcast, live from Inside ETFs. In this video excerpt, the panelists discuss the layers of ETF liquidity, implied liquidity vs. volume, and liquidity specific to investment types, including mutual funds.

In this excerpt of the Inside ETFs webcast, panelists discuss the layers of ETF liquidity, including how it differs in equities versus fixed income.

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 | 

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CIO Davis: Volatility, risk, and the role of fixed income

Video  |  Transcript available

Vanguard recently gathered experts for a live webcast from Inside ETFs. In this video excerpt, Vanguard Chief Investment Officer Greg Davis discusses market volatility, examines smart risk-taking, and explains the role of fixed income in a portfolio.

In this excerpt from the Inside ETFs webcast, Vanguard Chief Investment Officer Greg Davis offers insights into matters affecting the markets and economy.

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 | 

  Read transcript

Active Fixed Income Perspectives: 1st quarter 2019

Article

Read the newest issue of Vanguard Active Fixed Income Perspectives for our evaluation of the fixed income markets. Get new insights to weigh upcoming fixed income opportunities and implement portfolio recommendations for your clients.

Read our fixed income market analysis. Gain new insights to assess 2019 fixed income opportunities and implement portfolio recommendations for your clients.

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Practical strategies for adding TIPS to a portfolio

Audio  |  Transcript available

In this 16-minute podcast, Vanguard Investment Analyst Kimberly Stockton explains how TIPS can play a strategic long-term role as ballast and a diversifier in a portfolio.

Podcast: Vanguard Investment Analyst Kimberly Stockton explains how TIPS can play a strategic long-term role as ballast and a diversifier in a portfolio.

  Listen to audiocast

 | 

  Read transcript

What is "The uncertainty advantage"?

Video  |  Transcript available

Watch the video replay of Vanguard Chief Investment Officer Greg Davis's keynote address at Inside ETFs in which Greg discussed the current fixed income environment, Vanguard's market and economic outlook, and opportunities to deliver greater value to clients.

Watch the video replay of Vanguard Chief Investment Officer Greg Davis's keynote address at Inside ETFs in February.

  Watch video

 | 

  Read transcript

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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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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Unraveling a global active bond fund's return

Audio  |  Transcript available

In this 12-minute podcast, we discuss global active bond funds, the key factors that explain their return variations--including the role of foreign currency--and what you should consider before investing in them.

In this new podcast, we discuss global active bond funds, key factors that explain their return variations, and what to consider before investing in them.

  Listen to audiocast

 | 

  Read transcript

Emerging-market bonds: a fixed income asset with equity-like returns and risks

Whitepaper

Our research on emerging-market bonds finds that historically, they have performed more like equities than like bonds. Their effect on a portfolio has depended on which asset class is used to fund them.

Vanguard researchers analyze the historical impact of emerging market tilts for fixed income investors.

  Read executive summary

 | 

  Read white paper

Rising rates have not meant poor stock returns

Article

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.

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