Emerging Markets Fixed Income Commentary
Este artículo está disponible sólo en inglés.
A fresh concern over persistent inflation across the developed and emerging world, together with a more hawkish signal from the Fed soured sentiment and prompted a sell-off in EM HY has made the past month one of the more challenging periods for Emerging Markets in some time..
Navigating the crossover bond market beyond the pandemic
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Even now that crossover spreads have tightened and the opportunity set has narrowed, there are still some attractive segments and relative value plays to be seized.
A likely China path: Lower but more sustainable growth
New research in Vanguard’s Megatrends series finds that, in our base case scenario, China’s economy becomes more consumption-oriented—and the world’s largest after mid-century.
What to know about a potential U.S. debt default
A U.S. debt default, unlike a government shutdown, would be unprecedented, and Congress shouldn’t let it happen. Vanguard is well prepared nonetheless. Here’s how investors can be, too.
A Tale of Two Paths: The Future of China
China’s response to significant domestic and international challenges could determine its long-term economic trajectory.
A Megatrends examination of global trade growth concludes that it will slow but not decline.
The inflation machine: How it works and where it’s going
Vanguard's baseline scenario using our 'inflation machine' is for a year-end core 2022 Consumer Price Index rate of 2.6%.
Perspectivas de Mercados: Actualización mensual de economía y mercado
Vanguard's monthly update provides timely analysis on important market and economic news. View our latest insights on trade tensions, Brexit, policy changes, and more.
Tuning in to reasonable expectations
Este artículo está disponible sólo en inglés.
The way markets rebounded from the global financial crisis can serve as a valuable lesson for the decade ahead. We believe that today's high U.S. equity valuations mean investors shouldn't expect the last decade's strong returns to persist.
Why economic recoveries look different globally
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Differences in consumption demand partly explain why economic recoveries from the pandemic in the United States, the United Kingdom, the euro area, and China won't look alike.
The dash for cash: Fixed income markets during COVID-19
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Vanguard's assessment of the fixed income ecosystem during the height of the COVID-19 volatility in March 2020.
A midyear update on our economic and market outlook
Este artículo está disponible sólo en inglés.
Vanguard's mid-2021 update on the economy and markets looks at how differences in vaccination rates and varied levels of fiscal support are likely to produce uneven economic growth.
Investor expectations in the COVID crisis
Este artículo está disponible sólo en inglés.
Investor expectations for U.S. stock market returns appeared to follow market activity in close lockstep.
The unwinding of loose monetary policy: How far will yields rise?
Este artículo está disponible sólo en inglés.
As monetary policy loosens, global bond yields are likely to rise, but only modestly.
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