Turning an investment portfolio into a sustainable and relatively consistent level of income while at the same time planning for other financial goals.
Recession concerns have dominated recent investor discussions. and we place our estimated probability of recession at 35%.
This study takes a deep dive into how millions of Australians are managing their superannuation savings and the outcomes they are achieving.
The Australian ETF market attracted $1.9 billion in Q4 2018, pushing the full year’s inflows to $6.4 billion. Global equities and fixed interest thrived.
Australians have over $40 billion of their savings invested in exchange traded funds (ETFs) according to the latest figures released by the Australian Stock Exchange (ASX).
In this quarterly edition of its Asset Allocation Report, Vanguard presents its current global and Australian economic outlook, thoughts on trade war tensions and the 10-year market outlook.
Index investing has offered investors new opportunities for lower cost, more diversified portfolios, yet its growth has sparked debates about its potential negative impact on capital markets.
Over the year to the end of June 2018, ASX listed ETFs saw a $10 billion increase in assets under management, as investors continue to embrace their lower relative cost and flexible attributes.
The core-satellite concept is a portfolio philosophy that combines the benefits of index funds with active management of portfolios in a real-world approach.
Vanguard’s 2018 outlook is its most guarded in a decade, as global return expectations have settled into a lower orbit amidst extended valuations and secularly low interest rates.
How should an investor allocate across active and passive investments? Indexing is a good starting point, but active has a role for many investors.
A study conducted to understand the transition to retirement, and examine the types of decisions and planning steps pre-retirees and recent retirees are undertaking.
Vanguard and SunSuper have teamed up to produce this inaugural report about how the superannuation system works, and how policy measures and product designs flow through to member-level outcomes.
The investment environment for the next five years may prove more challenging than the previous five, underscoring the need for discipline, reasonable expectations, and low-cost strategies.