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Vanguard Investments Australia

Vanguard research explores Australian attitudes to investing

Research on Australian attitudes and approaches to investing, shows that while half think about their financial future and lifestyle almost daily, 70% don’t have a financial plan. The report explores Australians’ financial education, investments approach and future outlook.

Value versus growth stocks: The coming reversal of fortunes

In a reversal from the past ten years, Vanguard expects value to outperform growth over the next ten-year period by as much as 5% to 7% per year, and perhaps by even more over the next five years.

An enduring solution for low yields

Investor portfolios built on a dividend-focused strategy will need to be 100% allocated to equities and greatly elevate their portfolio risk, to meet most income needs in the current low yield environment.

Can active equity managers be cloned using factors?

The continued development of strategies to harvest factor returns in a low-cost manner has effectively raised the bar for many managers.

Stay the course: 2020 Vanguard Index Chart

While short-term market conditions tend to grab headlines, it’s the long-term story that really counts. As Vanguard's Index Chart shows, while markets fluctuate on a daily basis, asset values have steadily increased over the last 30 years.

Asset Allocation Report June quarter 2020

Following the sharp fall in markets at the start of the year, Q2 saw strong rallies across global equity markets as investors shed their bear skins for bull horns.

Latest Updates

SMSF strategies

30 years on, five charts show SMSF progress

On 1 July 1992, the Superannuation Guarantee created mandatory 3% contributions into super for employees. SMSFs were an after-thought but they are now the second-largest segment. How have they changed?

Investment strategies

Anton in 2006 v 2022, it's deja vu (all over again)

What was bothering markets in 2006? Try the end of cheap money, bond yields rising, high energy prices and record high commodity prices feeding inflation. Who says these are 'unprecedented' times? It's 2006 v 2022.

Taxation

Tips and traps: a final check for your tax return this year

The end of the 2022 financial year is fast approaching and there are choices available to ensure you pay the right amount of tax. Watch for some pandemic-related changes worth understanding.

Financial planning

Is it better to rent or own a home under the age pension?

With 62% of Australians aged 65 and over relying at least partially on the age pension, are they better off owning their home or renting? There is an extra pension asset allowance for those not owning a home.

Infrastructure

Listed infrastructure: finding a port in a storm of rising prices

Given the current environment it’s easy to wonder if there are any safe ports in the investment storm. Investments in infrastructure assets show their worth in such times.

Financial planning

Power of attorney: six things you need to know

Whether you are appointing an attorney or have been appointed as an attorney, the full extent of this legal framework should be understood as more people will need to act in this capacity in future.

Interest rates

Rising interest rates and the impact on banks

One of the major questions confronting investors is the portfolio weighting towards Australian banks in an environment of rising rates. Do the recent price falls represent value or are too many bad debts coming?

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