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Vanguard Investments Australia

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.

Vanguard economic and market outlook for 2020

Friction from the trade war, the Brexit saga and broader political uncertainty have translated to further muted expectations for global growth.

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Retirement

The retirement scorecard: how many of these questions can you answer?

From the maths of retirement, estimating spending and picking the right asset allocation to survive a poor decade, here are the questions every retiree – current or future – should be able to answer for themselves.

2026 is not 1999

The US market looks eerily similar to the dot-com era with soaring AI spending and tech giants dominating returns. But one difference separates today’s boom from the dot-com bubble and it could determine what happens next.

Planning

Taxing time for trusts

Trusts are facing a shake-up, but an overhaul may not be necessary. Families can explore restructuring strategies that preserve succession and the asset protection benefits that have made these structures valuable.

Economy

Why the US economy is stronger than you might think

War, inflation and higher rates were expected to derail America. But has the market got it wrong? Three forces are driving the economy beyond expectations, revealing implications for stock prices and portfolio positioning.

Gold

How much trust is in your portfolio?

Everyone talks about diversifying assets. Far fewer think about diversifying trust. As inflation, debt and market assumptions collide, the question is whether portfolios need greater protection from unexpected outcomes.

Retirement

Retirement in reality - 7 months in

Seven months into retirement, I'm still uncovering surprises. This month was spent reflecting on the slow pace of health change, the myth of neatly scheduled part-time work and the unexpected persistence of retirement guilt.

The new geography of technology leadership

The next chapter of technology may not belong to the companies or business models many expect. As the landscape shifts, some opportunities are emerging in places that remain surprisingly overlooked by global markets.

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