Vanguard’s economic and market views

Vanguard’s economic and market views

Labor market insights

Our monthly update

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August 19, 2026

The AI buildout comes to the bond market

From bonds to value stocks, AI is changing market composition, valuations, and investment leadership.

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August 07, 2026

Americas

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August 11, 2026

Europe and the U.K.

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August 11, 2026

Asia-Pacific

Our expert perspectives

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June 24, 2026

AI, oil, and a changing global economy

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July 08, 2026

AI investment powers growth outlook

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July 22, 2026

AI and jobs: Still in an ATM phase

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December 10, 2025

Vanguard economic and market outlook for 2026

Our market views

July 22, 2026

Our return forecasts

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July 22, 2026

Where to find value in the U.S. markets

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July 22, 2026

The economy, markets, and our diversified portfolios

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April 14, 2025

Fixed income remains key to long-term diversification

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August 04, 2026

Labor market insights

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Megatrends

Vanguard’s “Megatrends” research investigates fundamental shifts in the global economy. We use the Vanguard Megatrends Model™ to quantify the impact of the long-term nature of shifts in technology, demographics, globalization, and more to help us understand how such forces may shape markets, individuals, and the investing landscape in the years ahead.

April 09, 2026

The AI investment cycle and the “great rotation”

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January 27, 2026

How AI will reshape work, not replace it

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June 13, 2024

AI, demographics, and the U.S. economy

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June 02, 2025

U.S. needs an AI boom to grow out of its debt problem

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March 04, 2025

AI’s impact on productivity and the workforce

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September 03, 2025

Investing in the age of AI

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Notes: All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss.

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