Advisor's Digest

A weekly digest of our latest research and commentary. Topics include the economy and markets, portfolio strategy, ETFs, and practice management. Vanguard's Economic Week in Review is also included with every edition.


Announcements

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



Learn more

 

STAY CONNECTED


  Mobile access
  RSS feed

Portfolio construction

Helping build better portfolios for clients

Portfolio construction

Helping build better portfolios for clients

Investing abroad: Risks, rewards, and realities

Audio  | Transcript available

In this audiocast, Chris Philips, of Vanguard Investment Strategy Group, discusses global investing. He examines market reactions to world news, differences between developed and emerging markets, and considerations for global equity and fixed income investing.

In this audiocast, Vanguard senior analyst Chris Philips discusses global investing. He examines diversification and other aspects of investing abroad.

  Listen to audiocast

 | 

  Read transcript

Vanguard Principles for Investing Success

Whitepaper

This paper describes, and provides data to support, Vanguard's four core investing principles: Define clear goals; invest with balance and diversification; minimize cost; and stay disciplined over the long term. It also shows how to put the principles into practice.

A look at Vanguard's four core investing principles: Define clear goals; invest with balance and diversification; minimize cost; and maintain discipline.

  Read executive summary

 | 

  Read whitepaper

Retiring bond chief and his successor look back and ahead

Article

We sat down with Robert F. Auwaerter, head of Vanguard's Fixed Income Group, who is retiring after a 32-year career, and Gregory Davis, his successor, to get their views about the past and future of bond investing.

We sat down with Vanguard's Bob Auwaerter and Greg Davis to get their views about the past and future of bond investing.

  Read article

IRA Insights: The catch-up contribution

Article

In a new series, Vanguard analysts examine how investors behave when it comes to IRAs. Are they saving effectively and investing prudently? This article examines how some investors newly eligible for the catch-up might not realize that they have a higher limit.

In the third of a series, Vanguard examines how some investors newly eligible for the catch-up might not realize that they have a higher limit.

  Read article

Smart beta: Not beta, but a bet

Article

Vanguard investment experts John Ameriks and Joel Dickson explain why they believe so-called 'alternative indexing' strategies aren't really indexing, and why the strategies should be viewed through an active management lens.

Vanguard investment experts John Ameriks and Joel Dickson clarify misperceptions surrounding 'alternative indexing' investment strategies.

  Read article

Global fixed income: Considerations for U.S investors

Whitepaper  |  Client approved

Updated research finds that currency-hedged international bonds can help U.S. investors further mitigate volatility in a diversified portfolio when allocation weighs benefits against the costs and the inherit benefit of a core allocation to U.S. bonds.

An analysis of how currency-hedged international bonds can further mitigate volatility in a diversified portfolio.

  Read executive summary

 | 

  Read whitepaper

Beware of the “overlap trap”

Blog

Has a client fallen into the index overlap trap? Read about a common investing mistake.

Has a client fallen into the index overlap trap? Read about a common investing mistake.

Read blog  

Inside Inside ETFs: A conversation with Joel Dickson

Audio  |  Transcript available

Every winter, ETF users, providers, and related parties gather in Florida to discuss all things ETF. In this podcast, Vanguard's Joel Dickson discusses the themes at this year's conference, what surprised him, and what was on the minds of advisors who attended.

Hear what everyone was talking about at the Inside ETFs conference, which brings together the entire ETF ecosystem of users, sponsors, and index providers.

  Listen to audiocast

 | 

  Read transcript

Global equities: Balancing home bias and diversification

Whitepaper

Newly updated Vanguard research examines the historical diversification benefits of an allocation to global equities and explains why 20% may be a good starting point for many mutual fund investors in the United States.

Updated research examines the diversification benefits of global equities and explains why 20% may be a good starting point for many U.S. investors.

  Read executive summary

 | 

  Read whitepaper

 

Series

Investment Commentary Podcast

A monthly audio series that addresses topical investment issues on the minds of your clients.

© 1995–2014 The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, distributor. Your use of this site signifies that you accept our terms & conditions of use.