Roger Hallam discusses the recent rise in bond yields and what could come next.
Roger Hallam and Matt Wrzesniewsky examine the key forces shaping today's fixed income outlook.
Our baseline outlook does not anticipate rates rising high enough to threaten corporate earnings or economic activity.
The Federal Reserve hikes to 3.75%–4% as bond yields advance, creating a stronger starting point.
Subscribe to Vanguard
Get Vanguard news, insights, and timely analysis on the market, delivered straight to your inbox.
From bonds to value stocks, AI is changing market composition, valuations, and investment leadership.
ATMs did not radically reduce bank teller jobs, but mobile banking did. Which is the right parallel for today’s AI?
The AI buildout is generating strong growth and earnings, which could gradually broaden from builders to users.
Our global chief economist shares why we expect AI to drive higher-than-expected economic growth in 2027.