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Perspectives and news
Expert insight
The AI investment cycle and the “great rotation”
Vanguard’s Joe Davis says history suggests that AI's biggest opportunities will shift beyond Silicon Valley.
Our full library of perspectives
Vanguard launches “Expert Insights,” equipping advisors with AI-powered portfolio analysis expertise
Vanguard announced the launch of Expert Insights, an AI-enabled portfolio analysis tool designed to help financial advisors deliver clear, confident investment guidance at scale.
Right-sizing private equity in a portfolio
Is private equity appropriate in a portfolio and what should go into deciding how much to allocate?
Magnificent Seven: More diverse than they may appear
The leading technology firms’ revenue sources and stock performance vary more than their common label may suggest.
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Markets and economics
The great rotation: When valuations matter again
Global equity leadership may be broadening beyond U.S. tech. Attractive valuations are essential to the story.
The potential impact of high oil prices on economies
Prolonged high oil prices test global resilience, raising risks for growth, inflation, and monetary policy.
Private sector job market insights for the public good
Vanguard shares monthly labor market data, offering timely insights into U.S. hiring and income trends.
Private credit’s third act: Reconnecting with banks
Our economic outlook examines the evolving private credit and commodities markets and what the future might hold.
Research spotlight
Right-sizing private equity in a portfolio: It depends on more than you think
Inside a personalized approach that accounts for appraisal-based valuations, active risk and liquidity constraints.
Trump accounts: The new kid on the investment block
Families should align Trump accounts with their financial goals to get the most out of these low-cost investments.
Partner Perspectives: Unlocking Potential Ahead with S&P Global and Vanguard
Research from Vanguard band S&P offering insights on indexing, fixed income, and private markets.
AI exuberance: Economic upside, stock market downside
Our 2026 economic and market outlook has insights on who the winners could be if AI proves to be transformative.
How to talk about the value of advice
How financial advisors add value through planning, portfolio management, time savings, and peace of mind.
