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Vanguard Investments Australia

How Australia Retires 2025

The growing divide between retirement expectations and reality is undermining Australians’ retirement confidence. The good news? Vanguard’s 2025 How Australia Retires report identifies 5 key steps that could more than double your retirement confidence.

The enduring wisdom of John Bogle in five quotes

From buying the whole market to controlling emotions, John Bogle’s legendary advice reminds investors that patience, discipline, and low costs are the keys to investment success in any market environment.

Retirement income expectations hit new highs

Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?

Core components of a successful retail investment system

Australia is one of only a handful of leading OECD countries where there is more money held in savings accounts than in capital market investments. Vanguard's proposed retail investment reforms aim to drive more Australians to invest their savings and achieve greater financial security.

Asset Allocation Report March quarter 2025

Vanguard's quarterly Asset allocation report contains insights to help you stay on top of changing markets and economic news. Get ahead of emerging themes and investment trends with expert analysis to guide your investing decisions.

Risk Speedometers: What are allocators buying and selling?

Vanguard's 'Risk Appetite Speedometers' gauge the level of risk taken by investors in open-end mutual funds and exchange-traded funds by analyzing cash flows into and out of asset categories. 

Latest Updates

A speech from the Prime Minister on fixing housing

“Fellow Australians, I want to address our most pressing national issue: housing. For too long, governments have tiptoed around problems from escalating prices, but for the sake of our younger generations, that stops today.”        

Taxation

Family trusts: Are they still worth it?

Family trusts remain a core structure for wealth management, but rising ATO scrutiny and complex compliance raise questions about their ongoing value. Are the benefits still worth the administrative burden?

Exchange traded products

Multiple ways to win

Both active and passive investing can work, but active investment doesn’t in the way it is practised by many fund managers and passive investing doesn’t work in the way most end investors practise it. Here’s a better way.

Economy

The Future Fund may become a 'bad bank' for problem home loans

The Future Fund says it will not be paying defined benefit pensions until at least 2033 - raising as many questions as answers. This points to an increasingly uncertain future for Australia's sovereign wealth fund.

Investment strategies

Managed accounts and the future of portfolio construction

With $233 billion under management, managed accounts are evolving into diversified, transparent, and liquid investment frameworks. The rise of ETFs and private markets marks a shift in portfolio design and discipline. 

Property

Commercial property prospects are looking up

Commercial property is seeing the same supply issues as the residential market. Given the chronic undersupply and a recent pickup in demand, it bodes well for an upturn in commercial real estate prices.

Infrastructure

Private toll roads need a shake-up

Privatised toll roads in Australia help governments avoid upfront costs but often push financial risks onto taxpayers while creating monopolies and unfair toll burdens for commuters and businesses.

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