Equity and fixed income scenarios in the age of AI

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Equity and fixed income scenarios in the age of AI

Vanguard Perspective

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February 10, 2026

Rapid AI adoption is shaping the 2026 market landscape and creating new opportunities across asset classes. Here are two short videos from our recent economic and market webcast to give advisors insight into these developments.

In the first video, Global Chief Economist Joe Davis offers perspective on how AI could influence long‑term equity performance. In the second, Global Head of Fixed Income Sara Devereux explains why current yields support a larger role for high‑quality fixed income in a portfolio.

Watch these key takeaways to inform your outlook on AI’s impact in 2026 and beyond.

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View the entire webcast on demand—and earn CE credits

Download our full 2026 research and analysis

 

Disclosures:

All investing is subject to risk, including possible loss of principal.

Past performance is not a guarantee of future results.

Investments in bond funds are subject to the risk that an issuer will fail to make payments on time, and that bond prices will decline because of rising interest rates or negative perceptions of an issuer's ability to make payments.

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