Analyses

Vanguard’s latest economic and market update, including our outlook for growth, inflation and interest rates.

AI has been a pivotal force in markets in recent years, but it may not be wise for investors to focus solely on tech stocks for outperformance.

When markets are selling off, these volatility-related charts can help provide perspective to reassure clients to remain calm and stay the course.

With recent volatility in the tech sector, Vanguard’s global chief economist provides perspective on valuations, risks and opportunities.

Read Vanguard’s analysis of the latest ETF market trends and what they mean for investor portfolios.

Read Vanguard's latest sector-by-sector analysis of global fixed income markets and how our portfolio managers are positioning Vanguard's active bond funds.

Multi-asset investors may benefit from moving down the risk spectrum as global bonds offer attractive long-term risk-adjusted return prospects.

Unpacking Germany’s economic challenges: overreliance on exports, an aging workforce and stifling bureaucracy.

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.