Analyses

Vanguard’s economists look beyond the impact of monetary policy and share an emerging narrative for markets heading into 2025.

Read Vanguard's latest monthly summary of flows in the European ETF market.

After losses in 2022, returns for the 60/40 portfolio are again positive, reaffirming this allocation’s benefits.

Our 2025 outlook suggests a new narrative for investors, looking beyond the “landing” to focus on the supply-side forces driving markets.

Learn about which regions, sectors and companies are driving growth in dividend payouts globally.

We expect interest rates to settle well above their pre-pandemic levels, and that makes a strong case for bonds.

The key themes in global bond markets over the past month.

Greg Davis, Vanguard’s chief investment officer, explains why investors should tune out election noise and focus on their long-term goals.

The world watches as votes are counted, but how much do markets really care about US presidential elections?

After decades of economic and market stagnation, Japan may be on the path of a sustainable rebound.

Vanguard’s latest economic and market update, including our outlook for growth, inflation and interest rates.

Read Vanguard's latest analysis of global bond markets and how our portfolio managers are positioning Vanguard's active bond funds.