Investment Articles

Showing 71 to 80 of 148 articles:
Ben Inker
BEN INKER  |  FRIDAY, 29 JUN 2018
For the last eight years, investing has seemed to be a pretty easy activity to most observers. Not only have markets given strong returns, but the apparent riskiness of both individual assets and overall portfolios has been low. It has not simply been ... Read more
Dominick DeAlto
DOMINICK DEALTO  |  THURSDAY, 7 JUN 2018
What a difference a quarter makes. When I last wrote in January, we remained cautiously risk on, but extremely nervous in the process. As I noted at the time, we saw risks that a change in the inflation outlook could "cascade throughout the system to ... Read more
Binu George
BINU GEORGE , HARDIK SHAH  |  FRIDAY, 18 MAY 2018
The demand for environmental, social, and governance (ESG) or responsible investing (RI) is growing at a rapid pace with nearly USD 23 trillion of assets being professionally managed under RI as of 2016, an increase of 72% since 2012. Read more
Roger Montgomery
ROGER MONTGOMERY  |  FRIDAY, 4 MAY 2018
We are value investors for many reasons, one of which is that establishing an estimated intrinsic value provides an anchor or a solid point of reference from which the turbulence of markets can be viewed dispassionately. Read more
Joe Davis
JOE DAVIS  |  THURSDAY, 29 MAR 2018
Part one of this paper, from the previous week, discussed Vanguard's global economic and growth outlooks, as well their perspective on Australia and the United States. Read more
Joe Davis
JOE DAVIS  |  FRIDAY, 23 MAR 2018
Vanguard's distinct approach to forecasting Read more
George Serafeim
GEORGE SERAFEIM  |  FRIDAY, 9 MAR 2018
In recent years, the growth of investor interest in sustainable investing has been remarkable. As that interest has grown, the response of corporations has evolved. Early on, companies usually allocated resources towards projects with positive impact ... Read more
Andrew Macken
ANDREW MACKEN  |  THURSDAY, 15 FEB 2018
When Leonardo da Vinci was sketching out his design for one of the earliest parachutes in the year 1483, he no doubt understood the consequences of such a device failing. It would not have taken Leonardo much time at all to realize that two would be ... Read more
Jeffrey Rosenberg
JEFFREY ROSENBERG  |  FRIDAY, 9 FEB 2018
Cold winter weather provides some inspiration for the lead theme for the 2018 fixed income outlook: fuel for (over)heating. The heat of global economic acceleration may lead to this narrative gaining traction in 2018, with significant implications for ... Read more
Ben Inker
BEN INKER  |  THURSDAY, 25 JAN 2018
A year ago, the US economy seemed poised for a significant shift, but now we're left with continued uncertainty about where interest rates will wind up. Read more