Our economic and market views at midyear
Perspectives and news
Economics & markets
Market leaders change. Investing principles endure.
The history of the U.S. equity market is one of adaptation and long-term growth.
Our full library of perspectives
Vanguard and T. Rowe Price: A long-term fit
T. Rowe Price leaders discuss their firm’s commitment to long-term investing and advisory arrangement with Vanguard.
How much upside remains for AI-driven equity returns?
AI’s promise is largely priced into some equities. In the long term, the benefits of AI may accrue to end users.
Creating a new retirement blueprint
Better Vantage shares expert insights and actionable strategies to help investors navigate evolving markets.
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Markets and economics
AI, oil, and a changing global economy
The AI buildout is generating strong growth and earnings, which could gradually broaden from builders to users.
Alternatives in a portfolio: Think role, risk, and realism
Understanding the potential uncertainty and volatility involved is key when considering alternative assets.
The labor market is steadier than headlines suggest
Job-finding and job-loss rates offer a clearer read on underlying labor demand.
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.
Research spotlight
When and how asset location matters
Asset location can add up to 0.3% annually in after-tax returns for investors.
A core-satellite approach to hedging inflation
How modest allocations to commodities and TIPS can enhance inflation protection.
Vanguard’s Principles for Retirement Income
Turn retirement savings into sustainable income with a clear framework for spending, risk, and long-term decisions.
A practical guide to managing your cash
A practical guide to cash management: how much to hold, where to keep it, and how it supports financial confidence.
Balancing saving and debt paydown: Money mistakes to avoid
Balancing saving and debt paydown: Money mistakes to avoid
