What’s driving interest in emerging markets?

What’s driving interest in emerging markets? By Vanguard Markets and economy Growth, innovation and diversification are lifting interest in emerging markets If you’ve been looking at asset class returns over the past year, you may have noticed or heard about the strong performance of emerging markets shares. But what are they, and what’s driving interest…

Why you need to look beyond the price of fuel

Why you need to look beyond the price of fuel Markets and economy Navigating volatility In this video clip, Vanguard Global Chief Economist Joe Davis cautions investors against overreacting to rising oil prices, and emphasises that only substantial and sustained oil price increases – among other factors – would ultimately drive significant economic and market…

Finding balance in fixed income

Finding balance in fixed income By Vanguard Investing strategy   Higher yields and income keep bonds resilient amid volatility The first quarter of 2026 has delivered no shortage of headlines, with sharp moves in energy prices, ongoing geopolitical uncertainty and shifting expectations around inflation and growth. Against that backdrop, bond market volatility has increased, but…

*Updated* Our investment and economic outlook, March 2026

*Updated* Our investment and economic outlook, March 2026 By Vanguard Markets and economy Our latest forecasts for investment returns and region-by-region economic outlook   Our economic outlook for Australia Energy shock reinforces “higher‑for‑longer” outlook “An economy near its capacity and sticky inflation are likely to keep the Reserve Bank of Australia focused on price…

Look beyond traditional diversification

Look beyond traditional diversification By Vanguard Investing strategy   Investors can employ diversification strategies beyond just asset allocation The concept of diversification, not putting all your eggs in one basket, as a means of reducing risk has been an enduring investment concept. But investors and the financial advice industry often focus solely on diversification across…

Can I access my super early?

Can I access my super early? By Vanguard Super and retirement   Many older Australians are understandably eager to access their superannuation, but strict rules apply For many Australians, superannuation will be their most significant source of long‑term savings. Yet, despite being a crucial part of the nation’s retirement income system since the introduction of…

The great rotation: When valuations start to matter again

The great rotation: When valuations start to matter again By Andrew Shuman, Director of Research, Vanguard Oversight & Manager Search, and Kevin Khang, Vanguard Senior Global Economist Markets and economy Investors are debating whether the long‑anticipated “great rotation” is taking shape More than a decade of U.S. equity market leadership was interrupted by a historic…

Oil curve points to shock, not lasting disruption

Oil curve points to shock, not lasting disruption By Fei Xu, Vanguard Commodity Strategy Fund Portfolio Manager Markets and economy Navigating volatility   Despite the shock, markets expect a quick fix, not a lasting supply loss The outbreak of conflict in Iran has abruptly ended the unusual oil‑market dynamic. At that time, geopolitical risk premia…