Vanguard Investment Research

Roger Aliaga-Díaz, Vanguard’s global head of portfolio construction and chief economist for the Americas, recently sat down with Brad Smith of Yahoo Finance to discuss how investors can assess active and passive investment strategies in their portfolios. Tune in to the interview here: https://vgi.vg/3NJf7vY For more insights on evaluating active and index fund investing, don’t miss our new research, which offers a foundational framework for evaluating each investment strategy: https://vgi.vg/3C0Oyjj #VanguardInsights #ActiveInvesting #IndexInvesting

Our latest economic and market update, including our outlook for growth, inflation, and interest rates, is out now: https://vgi.vg/40mDqaD #Macroeconomics #VanguardInsights #InterestRates

After a punishing 2022, the 60/40 portfolio has returned to form, earning an average 6.9% annualized return over the last 10 years. Our models are forecasting another strong decade ahead: https://vgi.vg/3AdntJh #VanguardInsights #AssetAllocation #Diversification

Kelly Hahn, Vanguard's head of retirement research, recently appeared on Yahoo Finance to highlight new Vanguard research that examines the impact changing jobs can have on retirement savings. 3 Key Takeaways: 💡 Our research finds that a typical worker switching employers sees a 10% increase in income—but they also see a 1 percentage point decline in their retirement saving rate. 💡 The reason behind this retirement savings dip is often related to variations in retirement plan design from employer to employer. 💡 To avoid losing the savings momentum, we encourage job switchers to take ownership of their retirement planning, including laying out savings goals, and understanding how a new employer's retirement plan may impact their retirement trajectory. Watch the full discussion here: https://vgi.vg/3NyxDap #VanguardInsights #RetirementSavings #Workforce

New Vanguard research examines the impact of job switches on retirement security to better accommodate the evolving career trajectories of today's workforce. Swipe to learn more 👉 https://lnkd.in/efx9JjCw #VanguardInsights #Retirement #Workforce

Could AI be as transformative as electricity 💡? Our global chief economist, Joe Davis, Ph.D., says yes—as long as it significantly impacts three essential areas. Find out what they are: vgi.vg/megatrendsplaylist #VanguardInsights #Megatrends #AI

R-star, also known as the neutral, natural, or long-run equilibrium rate of interest, is likely to draw more attention in coming months from close watchers of the economy. Learn about the rate that theoretically separates loose and tight monetary policy—and why it may be higher than it's been in the recent past: https://vgi.vg/4dMlcST #VanguardInsights #InterestRates #MonetaryPolicy

Joe Davis, Vanguard global chief economist, recently joined Bloomberg Surveillance to discuss Vanguard’s views on the state of the U.S. labor market and its potential impact on bonds and monetary policy. Tune in to the conversation at the 10:20 mark: https://vgi.vg/3U7d6NX #VanguardInsights #Bonds #MonetaryPolicy   All investing is subject to risk, including possible loss of principal. Diversification does not ensure a profit or protect against a loss. 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. Private investments involve a high degree of risk and, therefore, should be undertaken only by prospective investors capable of evaluating and bearing the risks such an investment represents. Investors in private equity generally must meet certain minimum financial qualifications that may make it unsuitable for specific market participants.

There is opportunity abroad for bond investors. Sarang Kulkarni, Vanguard active fixed income portfolio manager, talks about key performance drivers and how to uncover better relative value within the sector: https://vgi.vg/4ePfroC #VanguardInsights #Bonds #FixedIncome

Vanguard’s extensive dataset reveals how past megatrends have influenced economic and financial outcomes—a valuable lesson for forecasting the effects of AI and demographics. Learn more: https://vgi.vg/47Xa2ts #VanguardInsights #Megatrends #Inflation