Failing to adequately diversify can leave portfolios less likely to hold the small portion of stocks that drive the market’s return.
Nick Eisinger, emerging markets lead strategist, Vanguard Europe, examines the heightened risk of distressed situations in emerging market bonds and how investors can navigate them with active bond funds.
Vanguard's latest quarterly active fixed income perspectives newsletter summarises global economic and bond market news and discusses how managers are positioning our active bond funds.
Kelly Gemmell, investment product manager, Vanguard Europe, examines how rising rates and heightened volatility are creating new risks—and opportunities—for active fixed income managers.
The variation in asset class returns over the years might be framed as an opportunity to capitalise on short-term outperformance but guessing which assets will perform consistently well is notoriously difficult. That’s why LifeStrategy funds maintain broad diversification across global investment markets.
Sarang Kulkarni, portfolio manager, investment-grade credit, and Michael Pollitt, head of credit research, Europe, examine how central banks are navigating an inflation tightrope and what an energy price shock could mean for corporate bond valuations.