In part two of our active equities blog, we get an exclusive insight to the investment strategy of Wellington Management’s Opportunistic Value team, which manages 50% of the Vanguard Global Equity Fund.Read more
The key themes in global bond markets over the past month.
Fong Yee Chan, head of ESG strategy, Vanguard Europe, examines why it’s important to understand the screening methodology, investment implications and portfolio outcomes of exclusionary-screened corporate bond products.
In a turnaround from the past ten years, we expect US value stocks to outperform US growth stocks over the next decade.
Central banks are likely to raise policy rates and reduce the size of their balance sheets in the years ahead, but this should translate to only modest increases in bond yields, according to Vanguard Asia-Pacific senior economist Alexis Gray.
Our latest outlook on the global economy – including growth, inflation, employment and monetary policy.
Ahead of our Active Investor Conference, we asked the managers of the Vanguard Global Equity Fund to share their thoughts on active equity investing over the coming years. In this blog, Helen Xiong from Baillie Gifford’s Global Alpha team provides the growth manager’s perspective.