Analyses

Nov 9, 2023
Fixed income update: Yield curves steepen in October
The key themes in global bond markets over the past month.
Portfolio construction
Oct 16, 2023
How Vanguard adds value for equity index fund investors
How partnerships create value for international index fund investors. A Q&A with Vanguard’s Christine Franquin.
Portfolio construction
Oct 15, 2023
How interest rate moves drive bond returns
Markets might have got their interest rate outlook wrong, but the case for holding global bonds as part of a multi-asset portfolio remains as strong as ever.
Market commentaryPortfolio construction
Jul 4, 2023
Higher inflation not the end of the 60/40 portfolio
Even in a world where global stocks and bonds are positively correlated, the 60/40 model delivers value to investors.
Macro economicsPortfolio construction
Apr 26, 2023
Why asset allocation is crucial for client success
Getting the right mix of equities and bonds for client portfolios might be the most important investment intervention an adviser can make.
Portfolio constructionMarket commentary
Mar 22, 2023
The enduring value of global diversification
Recent market events offer a stark reminder of the benefits of maintaining a globally diversified investment portfolio.
Portfolio construction