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.

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Assessing the investment opportunity of UK savers

UK households hold an estimated £218 billion in cash above their emergency savings needs. This research explores the scale of that opportunity, the factors keeping savers out of the market, and the actions that could help more people invest with confidence and improve their long-term financial outcomes.

Research and commentary

The FX dimension: Evaluating currency hedging for global multi-asset portfolios

How much should investors hedge currency exposure in a global portfolio? Vanguard’s latest research examines the impact of foreign exchange risk on multi-asset portfolios and identifies a practical rule of thumb: hedge bond exposures, while leaving most foreign equities unhedged.

Research and commentary

The British Money Mindset 2026: The tipping point of an investor-curious nation

The UK is at a tipping point – with more people open to investing than ever before, but many yet to take the first step. Our research explores how attitudes to saving and investing are changing, the barriers holding people back and what could help turn intention into action.

Research and commentary

Going global with bonds: Unlocking diversification through global fixed income

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

Investment knowledge

Building consumer confidence: Reframing risk and guiding investor behaviour

Traditional warnings often have the opposite of their intended effect. Instead of protecting consumers, they frequently trigger anxiety, confusion and disengagement, particularly among newer or more hesitant investors. Our findings show that clearer, supportive and more balanced messages help investors better understand the risks involved and make more confident long-term decisions.

Research and commentary

Vanguard economic and market outlook for 2026: AI exuberance: Economic upside, stock market downside

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

Market commentary

The Vanguard Retirement Outlook: Assessing the retirement readiness of UK baby boomers

Our research assesses the retirement readiness of UK baby boomers across different income groups and highlights some of the steps these individuals can take to improve their preparedness for retirement.

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

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

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

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

Perspectives and insights from Vanguard's global thought leaders

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

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Latest insights

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

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Monthly updates

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

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Economic outlook

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

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Client Connect: The Vanguard Advice Survey 2025

Vanguard’s Advisory Research Centre explores what investors value most and what they want from a financial adviser as part of a new study. 