Our investment and economic outlook, November 2025

Our investment and economic outlook, November 2025 By Vanguard Markets and economy   Our latest forecasts for investment returns and region-by-region economic outlook   Australia Stalling disinflation keeps monetary policy on hold “A stronger-than-expected third-quarter inflation print diminishes the likelihood that inflation will serve as a catalyst for further policy easing in the near term.”…

AI exuberance: Economic upside, stock market downside

AI exuberance: Economic upside, stock market downside By Joe Davis, Global Chief Economist Markets and economy   The key findings of Vanguard’s economic and market outlook to be released in December Financial markets are exuberant—and there are some good reasons for that. Despite megatrend headwinds in 2025 like demographic slowdowns and rising tariffs, economies held…

Three timeless investing lessons from Warren Buffett

Three timeless investing lessons from Warren Buffett By Vanguard Investing strategy   Warren Buffett is stepping back, but his investment wisdom endures For decades, Warren Buffett’s letters have been a must-read for investors worldwide. In his latest Thanksgiving message at age 95, Buffett announced he will no longer write Berkshire Hathaway’s annual report or speak…

Investing without blind spots

Investing without blind spots By Vanguard Investing strategy   How investor biases and inertia affect portfolios and how to overcome them Behavioural economics may not be the first thing investors think about when managing their portfolios, but it could be the missing link to better outcomes. In this episode of Better Vantage, Andy Reed, head…