Rising inflation, higher bond yields and potentially tighter monetary policy over the coming years hold the potential to disrupt asset markets. In this blog, Wellington Management shares its view on navigating an active multi-asset portfolio through the post-pandemic landscape.Read more
In this blog, Chris Alwine, Vanguard’s Head of Global Credit, assesses the challenges facing fixed income investors as reflationary trends and the eventual tightening of monetary policy threaten to disrupt the highly supportive backdrop that has reigned over the bond markets during the last decade a
The key themes in global bond markets over the past month.
Maija Sankauskaite, senior research associate in Vanguard's Fixed Income Group, looks at the key role that ECB bond purchases have played in the European credit market and explores how likely it is this that this safety net might be withdrawn.
Vanguard’s global chief economist, Joe Davis, explains what’s behind a forthcoming rise in US core inflation and examines what the threat of persistent higher inflation might mean for investors.
David Hsu, senior equity product specialist, and Robert Miller, execution consultant, explore how performance-driven trading techniques allow equity index fund managers to deliver investors improved investment outcomes.
Last year, Vanguard discussed the pandemic and its impact with companies around the world across different sectors. These conversations were grounded in our four core investment stewardship principles of oversight of strategy and risk, executive compensation, board composition and shareholder rights