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Vanguard Investments Australia

Vanguard Investor Insights April 2022

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.

Vanguard economic and market outlook for 2022: Striking a better balance

Although the COVID-19 pandemic will remain a critical factor in 2022, the outlook for macroeconomic policy will likely be more crucial.

The role of bonds in a low-yield environment

This paper from Vanguard explores how bonds act as shock absorbers for portfolios when equity markets are under stress.

Slowing global trade not the threat investors fear

Investors ask whether global supply chains were stretched too far and too complex, and following COVID, is globalisation dead? New research suggests the impact on investment returns will not be as great as feared.

The power of perspective: 2021 Vanguard Index Chart

Staying the course isn’t always easy for investors, but looking at how markets perform over time places the current market in context.

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.

Latest Updates

SMSF strategies

Division 296: the initial moves to make before the windows close

What if the best superannuation strategy isn't about earning more, but acting before your options disappear? Several overlooked planning windows are narrowing, with consequences that can last for decades.

Planning

Avoid unnecessary CGT with this estate planning clause

A simple estate plan can create a ticking time bomb. One overlooked clause can pit spouses against children, delay inheritances, and potentially leave a family facing an unexpected tax bill worth hundreds of thousands of dollars.

Exchange traded products

The hidden trade-off in fixed income ETFs

Some investment trade-offs are immediately visible. Others are embedded in the way a portfolio is constructed. Understanding the difference may explain why similar-looking investments can produce surprisingly different results.

Retirement

The mortgage free retirement is fading

What happens when a generation reaches retirement carrying obligations previous generations largely avoided? New research suggests we may need to rethink both how much we need in retirement and what life could look like.

Retirement

The key question to inspire a confident and purposeful retirement

Most people spend decades planning for retirement. Far fewer plan for what happens when they get there. The difference may explain why so many find the transition harder and less fulfilling than expected, despite careful preparation.

Latest from Morningstar

Making the case for a 'good enough' portfolio

Some investors spend years chasing the perfect strategy. Others choose a path that’s simply good enough and move on. Which approach is more likely to deliver both better outcomes and a happier financial life over the long run?

Investment strategies

Is the US market as expensive as CAPE says?

Many investing ideas survive for decades. But that does not make them right. A famous valuation measure implies that US shares are dangerously expensive, but the evidence may point to a very different conclusion.

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