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2 April 2026
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The Australian ETF market attracted $3.5 billion in new investments during the September quarter, while assets under management remained steady at around $121.5 billion. Inflation and central bank policy remained the focus for markets.
This update highlights some of the major economic and market developments and changes Vanguard expects for the second half of calendar 2022.
Index investing has become a global trend, with a large and growing investor base. This paper examines how indexing performs in a variety of circumstances, and provides investors with points to consider when evaluating different investment strategies.
The Investor Insights series provides unique snapshots into current investment trends and behaviours of Vanguard's investors to develop a deeper understanding of what’s driving investment choices and outcomes.
Although the COVID-19 pandemic will remain a critical factor in 2022, the outlook for macroeconomic policy will likely be more crucial.
This paper from Vanguard explores how bonds act as shock absorbers for portfolios when equity markets are under stress.
Stay on top of the latest changes to superannuation rates and thresholds for 2026, including increases to transfer balance cap, concessional contributions cap, and non-concessional contributions cap.
In a shift away from solely targeting low inflation, central banks are considering raising inflation targets to combat economic challenges, but face potential drawbacks and conflicts in policy implementation.
The perceived underperformance of LICs compared to ETFs is due to existing comparison data excluding crucial information, highlighting the need for proper assessment and transparent reporting.
New research shows smarter portfolio construction—not new factors—is the real edge in the hunt for alpha. However, finding it requires a fundamentally different mindset.
Many 'diversified' portfolios are increasingly driven by the same narrow set of forces. As concentration builds beneath the surface, understanding how portfolios behave - not just how they’re constructed - is critical for investors.
Current market volatility is likened to Lenin's quote on rapid change. Rising oil prices and interest rates impact bond and corporate yields, with a potential economic downturn ahead. Maintaining interest rate duration is advised.
Investors often focus on front-of-mind risks, reacting to each headline event without considering long-term impacts. Cass Sunstein and Timur Kuran define this as an "availability cascade," affecting financial decision-making.