Vanguard Research Hub | Vanguard UK Professional

Global thought leaders

Vanguard’s subject matter experts analyse global markets, economies, asset classes and investor behaviour to produce rigorous primary research on a broad range of topics important to investors, advisers and the industry.

Our research edge emanates from proprietary forecasting models, a differentiated approach, a long-term perspective and deep expertise, which aid investor decision-making with empirical, academic-calibre research through a practitioner’s lens.

Filter by area

Showing 1 - 11 of 11

Core components of a successful retail investment system

Globally there is a vast pool of cash savings – an estimated $51.7 trillion – but too few people put these savings to work in the financial markets. Our research outlines eight policy recommendations to encourage individuals to invest.

Market commentary

The emotional and time value of advice

Research shows that clients increasingly value the emotional aspects of good financial advice. Our latest study explores the perceived emotional and time value of advisory services through a survey of advised and non-advised investors. We also offer guidance on best practices to help your clients achieve peace of mind through your services.

Client relationships

Quantifying Adviser's Alpha® in the UK: Putting a value on your value

Quantifying Adviser’s Alpha® in the UK builds on previous studies by identifying seven key wealth management activities through which advisers can add meaningful and predictable value to their clients’ returns.

Client relationships

Beyond expense ratios: A guide to selecting an index fund manager

While markets and financial returns are hard to predict, investors can control costs. But investors should look beyond expense ratios alone to evaluate investment options. At low fee levels, performance differences depend more on the less visible and complex elements of index fund management. Investors must carefully evaluate these elements to ensure an index fund or ETF closely mirrors the risk and return characteristics of its benchmark.

Investment knowledge

The value of personalised advice in the UK

This latest study in Vanguard’s Adviser’s Alpha research series explores how financial advice providers in the UK can calculate a personalised value of advice for individual clients, based on the individual’s unique needs and circumstances. The study is tailored for investors based in the UK, to reflect the current tax and investing landscape in the UK.

Client relationships

Vanguard economic and market outlook for 2025: Beyond the landing

Download the full report for our views on the macro environment and the outlook for bond and equity markets.

Market commentary

AI, demographics and the US economy

Quantifying the impact of long-term shifts in technology, demographics, globalisation and more to understand how they could shape markets and investing in the years ahead.

Investment knowledge

Going global with bonds: The benefits of a more global fixed income allocation

How a hedged global fixed income allocation can help reduce a portfolio's volatility without necessarily decreasing its total return.

Investment knowledge

The value of human and robo advice

Our research focuses on how investors value the advice they receive from human and robo-advisers, and what this means for advisers who want to fine-tune their proposition and optimise their value-add for existing and potential clients.

Client relationships

Adviser’s Alpha: Putting a value on your value

Vanguard's Adviser's Alpha identifies the seven critical benefits that advisers offer clients and attributes to each a quantitative value.

Client relationships

Adviser's Alpha guide to proactive behavioural coaching

The Vanguard's Adviser's Alpha guide to proactive behavioural coaching offers ready-to-implement tools and strategies that can help advisers guide clients past uncertainty to reach their goals.

Client relationships

Perspectives and insights from Vanguard's global thought leaders

Frame client conversations with thought leadership on macroeconomics and markets from our Investment Strategy Group.

undefined

Latest insights

Access our latest analysis and commentary from our global research team on the market and economic outlook.

Read our insights

undefined

Monthly updates

Follow our latest views on the global economy in our Vanguard economic and market update.

See our latest update

undefined

Outlook for 2025

Explore our outlook resources to find out what could be next for markets in 2025.