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Portfolio construction

Helping build better portfolios for clients

Portfolio construction

Helping build better portfolios for clients

Factor-based investing: The basics

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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Risk speedometer: Risk appetite remains anchored at low level

Article

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at June 2019 cash-flow data.

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at June 2019 cash-flow data.

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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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How Fed policy uncertainty may affect asset allocation decisions

Whitepaper

Designing a portfolio for a specific economic environment offers the opportunity to reduce portfolio risk and improve return characteristics, but it also can expose investors to suboptimal outcomes. See the trade-offs for three Federal Reserve scenarios.

How Fed policy uncertainty may affect asset allocation decisions.

  Read executive summary

 | 

  Read white paper

Risk speedometer: Appetite for risk continues to decline

Article

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at May 2019 cash-flow data.

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at May 2019 cash-flow data.

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Don't stop believing in the benefits of indexing

Article

Indexing's dynamic growth has delivered a host of benefits for investors, and Vanguard CEO Tim Buckley explains why there is still room to grow.

Vanguard CEO Tim Buckley explains why indexing’s dynamic growth is a win for investors.

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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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Why ESG investing matters and how to approach it

Audio  |  Transcript available

In this 13-minute podcast, Vanguard Equity Product Manager Drew Schneider helps make sense of what it means to invest in ESG products and why ESG investing doesn't mean your clients have to sacrifice return.

Podcast: Breaking down the mysteries of ESG investing.

  Listen to audiocast

 | 

  Read transcript

ETFs and the international market

Video  |  Transcript available

More and more advisors are using ETFs to help their clients gain access to international markets. In this video excerpt, experts break down things to consider when adding international ETFs to a portfolio and offer some cautions when trading international ETFs.

More and more advisors are using international ETFs. In this video excerpt, experts break down what to consider when adding these types of ETFs to a portfolio.

  Watch video

 | 

  Read transcript

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.

  Read executive summary

 | 

  Read white paper

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

Risk speedometer: Risk continues to sway

Article

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at April 2019 cash-flow data.

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at April 2019 cash-flow data.

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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.

  Watch video

 | 

  Read transcript

Podcast: A guide to smart rebalancing

Audio  |  Transcript available

In this 15-minute podcast, Vanguard Wealth Planning Analyst Jenna McNamee shares best practices for implementing a smart rebalancing strategy.

Vanguard Wealth Planning Analyst Jenna McNamee discusses how to implement a smart rebalancing strategy.

  Listen to audiocast

 | 

  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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 | 

  Read transcript

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.

  Read executive summary

 | 

  Read white paper

Audiocast: Looking for ways to reduce portfolio volatility?

Audio  |  Transcript available

In this audiocast, Pat Moore, a product manager in Vanguard Portfolio Review Department, shares methods for reducing portfolio volatility while still staying invested in stocks. Pat also explains the differences between low volatility and minimum volatility approaches.

This audiocast explores the minimum volatility approach to reducing portfolio volatility while still staying invested in stocks.

  Listen to audiocast

 | 

  Read transcript

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.

  Watch video

 | 

  Read transcript