Analyses

US economic strength has persisted amid fortuitous supply-side factors. Our economists offer their views on key areas to watch in the year ahead.

The choice between different index-weighting approaches can have an important portfolio impact in terms of sector and factor exposures.

Read Vanguard's latest monthly summary of flows in the European ETF market.

We take a closer look at how the higher income generated by bonds creates a more positive risk-reward trade-off for investors in 2025 and beyond.

In observance of the National Day of Mourning honouring former President Carter, the US stock market will be closed on 9 January and the US bond market will have an early close.

US equities have powered global equity markets in recent years. The key question for investors now is: what happens next?

Our fixed income investment team share their expert views on the key themes in global bond markets over the past month.

Vanguard’s economists look beyond the impact of monetary policy and share an emerging narrative for markets heading into 2025.

After losses in 2022, returns for the 60/40 portfolio are again positive, reaffirming this allocation’s benefits.

Our 2025 outlook suggests a new narrative for investors, looking beyond the “landing” to focus on the supply-side forces driving markets.

Learn about which regions, sectors and companies are driving growth in dividend payouts globally.

We expect interest rates to settle well above their pre-pandemic levels, and that makes a strong case for bonds.