Some patience required: outperformance in active fixed income
New Vanguard research considers the question of patience in active fixed income investing. Outperforming active fixed income funds have periods of underperformance, with differences seen across investment strategies.
Vanguard's framework for constructing globally diversified portfolios
A Vanguard paper reviews the decisions individual investors face when constructing a globally diversified portfolio.
Vanguard Active Fixed Income Perspectives
Low-cost, sophisticated active fixed income can uncover opportunities in this market environment through security selection and thoughtful portfolio construction.
Global equity investing: The benefits of diversification and sizing your allocation
Investors can diversify their equity portfolios by investing outside their home market.
Value versus growth stocks: A reversal
In a reversal from the past ten years, we expect value stocks to outperform growth stocks over the next decade.
Vanguard's roadmap to financial security
Our retirement planning framework allows investors to create a roadmap to financial security.
Bond rates got you spooked? Sit tight
Roger Aliaga-Díaz, Vanguard’s chief economist, Americas, and head of portfolio construction, explains why investors should maintain their bond positions even in an environment of rising interest rates.
TDFs are an increasingly important part of DC plan investment menus.
Uncovering hidden biases in an investment portfolio
A comprehensive analysis reviewing the portfolio’s key exposures, performing scenario analysis and a forward-looking assessment is critical to evaluate a portfolio’s quality relative to its benchmark and/or an investment alternative.
Automatic enrollment: The power of the default
A Vanguard paper provides an updated look at how employers' retirement plan designs can shape participant behavior.
Optimizing Pension Asset Allocation and Risk Management Using Treasury Futures
A new Vanguard paper discusses how Treasury futures can be a tool for pension plan sponsors who want to manage interest rate and market risk.
Not all equity sectors respond in the same way
The recent sharp recovery in the global equity markets has represented a disconnect between the economy and the equity market. Despite the short-term negative macroeconomic outlook, there is an anticipation of a return to more normal economic conditions in the medium and long term.
Safeguarding retirement in a bear market
An adaptive portfolio withdrawal strategy can be effective in countering sequence-of-return risk in retirement.