Why under-owned Europe may be worth a look

We continue to prefer a “barbell” approach to risk taking in the late-cycle stage: quality stocks, income-generating bonds and emerging markets. And there are several investments in...

Our take on high yield bonds

Global high yield bonds sold off amid the latest spike in market volatility, along with other risk assets. Yet this does not change our view that exposure...

Why volatility could be worse

With one Sunday afternoon tweet, President Trump reintroduced what had recently vanished from financial markets: volatility.  By Thursday May 9th, the VIX Index, which measures implied volatility...

Investors in Europe beware problematic politics

We expect euro-zone growth to pick up in the second half of this year. But the risks around our favorable base case are considerable – and they...

What to make of the volatility spike?

Market volatility is low until it isn’t, or so the saying goes. We’ve witnessed a volatility spike over the past week, as fading prospects for a U.S.-China...

Staycation or vacation: 5 summer investing themes

“Sell in May and go away” is an old maxim for investors. Evidence is mixed on its validity, but given this year’s rally, the temptation now is...

Factor cyclicality: Buckle up; it could be quite a ride!

The performance variability of U.S. equity factor-driven funds can be a roller-coaster ride for investors.

In a shifting advice landscape, put your clients first

The automation of advice is disrupting traditional advice models, learn how advisors can better succeed in a changing advice landscape.

Still a long and bumpy road to travel on the way to a U.S.-China...

Vanguard’s Qian Wang says the chance of a trade war between China and the U.S. has increased but there is still hope for a deal

Find your niche and become a specialized market leader

Vanguard RIA Head Michael Lovett explains how focusing on a specific type of client can set you apart from your competition.

Must Read