Quarterly Investment Outlook | Q3 2026
Josefina Rodriguez, Lucas Baynes
Are markets entering a new era? Join Vanguard’s experts as we explore the forces reshaping markets in the second half of 2026, from rising government bond yields to the unprecedented AI investment boom. We’ll discuss what these trends could mean for growth, inflation and investment opportunities across the US, UK and Europe.
Why attend?
Insights and forecasts from Vanguard experts
Strategies to help navigate market opportunities and risk
30 minutes of structured CPD
Q&A with our panel
Panel
Presenters:
Josefina Rodriguez
Economist, Vanguard
Profile
Josefina Rodriguez is an Economist in the Vanguard European Economics team. Graduated with a MSc in Economics from the London School of Economics last year, and previously worked as a direct advisor to the Minister of Economics and Finance of Uruguay.
Lucas Baynes
Senior Investment Strategist, Vanguard
Profile
Lucas Baynes is a senior investment strategist in Vanguard's Investment Strategy Group, specialising in asset allocation and portfolio construction with research published in the Journal of Portfolio Management and the Journal of Investment Strategies.
He holds a BSc in Accounting and Finance from the University of Bath and is currently studying part-time for an MSc in Finance at the London School of Economics and Political Science.
Moderator:
Ben Nightingale
Strategic Account Manager – UK Wholesale, Vanguard
Profile
Ben Nightingale is the Strategic Account Manager – UK Wholesale. He has been with Vanguard for seven years. He has over 25 years’ experience in the UK financial services industry, working with large multifaceted financial services businesses and comes with a strong track record of delivering support and value. Ben is currently responsible for managing the relationships with large wealth management businesses.
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Investment risk information
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.
Important information
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.
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© 2026 Vanguard Investments Switzerland GmbH. All rights reserved.
© 2026 Vanguard Asset Management, Limited. All rights reserved.