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Inside Track: How to position portfolios for resilience over the summer

Webinar

30 minutes

Joao Saraiva, CFA
CPD:
30 minutes

In the next edition of our Inside Track webinar series, our investment experts will share insights and perspectives, shaped by how markets are evolving.

We will cover:

  • What market signals are telling us about risk and portfolio positioning

  • How to think about resilience as summer conditions evolve 

  • Which portfolio exposures may help when leaning into risk – or stepping back

Join us for a focused discussion designed to cut through the noise and provide investment ideas.

Presenter

Joao Saraiva, CFA + ' ' + Senior Investment Analyst, Vanguard
Joao Saraiva, CFA

Senior Investment Analyst, Vanguard

Bio

Joao Saraiva is a Senior Investment Analyst in the Investment & Product Strategic Intelligence team, specializing in both Equity and Fixed Income investment solutions. He joined Vanguard in 2017, having worked as an Equity Trader within the Equity Investment Group.

Prior to joining Vanguard Joao worked for State Street Global Advisors as a Senior Fund Financial Analyst providing support to the Fixed Income Desk. Before that, he was a multi-asset fund administrator at BTG Pactual in Brazil.

Joao holds an MSc in Finance from Cass Business School and a BSc in Economics from NOVA School of Business and Economics. He is currently a CFA Charterholder. 

Moderator

 Afolabi Thomas + ' ' + Investment Product Specialist, Vanguard
Afolabi Thomas

Investment Product Specialist, Vanguard

Bio

Afolabi Thomas joined Vanguard’s Portfolio Review Department (PRD) in 2022 as an Investment Product Specialist focusing on Index Equity and ETF Product within the PRD Specialist team in Europe.

Afolabi initially joined Vanguard in 2021, within the UK Personal Investor team as a Client Services Associate where he was tasked with handling client queries and requests through the retail investor platform. Shortly afterwards he moved to a more case management function dealing with non-standards requests within the team. Prior to joining Vanguard, Afolabi worked in the Telecommunications industry as a Business Development Executive. His remit during this time was sales & account management. 

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The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.

Important information

This is a marketing communication.

For professional investors only (as defined under the MiFID II Directive) investing for their own account (including management companies (fund of funds) and professional clients investing on behalf of their discretionary clients). In Switzerland for professional investors only. Not to be distributed to the public.

The information contained in this document is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so. The information in this document does not constitute legal, tax, or investment advice. You must not, therefore, rely on the content of this document when making any investment decisions.

The information contained in this document is for educational purposes only and is not a recommendation or solicitation to buy or sell investments.

Issued in EEA by Vanguard Group (Ireland) Limited which is regulated in Ireland by the Central Bank of Ireland.

Issued in Switzerland by Vanguard Investments Switzerland GmbH.

Issued by Vanguard Asset Management, Limited which is authorised and regulated in the UK by the Financial Conduct Authority.

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 © 2026 Vanguard Investments Switzerland GmbH. All rights reserved.

 © 2026 Vanguard Asset Management, Limited. All rights reserved.