Founded in 1975 and with more than A$6 trillion in assets under management in both index and active funds, Vanguard is one of the world’s largest global investment management companies. In Australia, Vanguard has been serving financial advisers, retail clients and institutional investors for 20 years. See www.vanguardinvestments.com.au.
Vanguard Interactive Index Chart
This tool allows you to compare the growth of $10,000 invested in major asset classes over historical time periods, against a backdrop of key economic, social, political and demographic changes. Link is vanguard.com.au/indexchart
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As the population ages and property prices rise rise, equity in owner homes has more potential as a significant source of ‘retirement income’. But an ASIC report highlights complexities in reverse mortgages not well understood.
This excellent Interactive Index Chart shows market performance of various asset classes since 1970, and allows readers to compare the growth of $10,000 invested in these asset classes over historical periods.
Although over one million Australians are trustees of SMSFs, ASIC reports that many do not have the expertise or time to take responsibility to manage their own superannuation.
The concept of factor investing has been around for decades and features in many portfolios. A considered and patient use of factors can enhance investment performance but not short term in all market conditions.
The Global Chief Economist of a leading asset manager has taken one question more than any other in recent months. People are both transfixed and bemused by Bitcoin, but there is a chance its value may fall to zero.
Indexing has come under increasing criticism as it has grown rapidly. Three issues dominate the arguments but the indexing benefits of low cost and diversification means active and index funds have a symbiotic relationship.
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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.