Our investment and economic outlook, March 2025 By Vanguard Markets and economy Our latest forecasts for investment returns and region-by-region economic outlook The government of Germany, home to the euro area’s biggest economy, this month approved its largest fiscal spending increase in more than a generation. Headlined by a €500 billion infrastructure investment fund,…
AI’s impact on productivity and the workforce By Vanguard Markets and economy AI is set to lead to the fastest productivity and economic growth in a generation. The impacts of artificial intelligence (AI) could lead to the most rapid productivity and economic growth in a generation. As Vanguard Global Chief Economist Joe Davis explains, AI…
Our investment and economic outlook, February 2025 By Vanguard Markets and economy Our latest forecasts for investment returns and region-by-region economic outlook. Though it has fallen well below its pandemic-era peaks, the nominal pace of U.S. wage growth remains strong, at about 4%. Yet wage growth does not appear to be an impediment to inflation…
How $10,000 performed across eight asset classes in 2024 By Tony Kaye, Senior Personal Finance Writer Investing strategy Another year of varied returns demonstrates the importance of diversification. Global share markets surged into record territory during 2024, delivering double-digit returns to many investors. Indeed, investors using broad-based exchange traded funds (ETFs) to cover the largest…
Have you checked your portfolio today? By Tony Kaye, Senior Personal Finance Writer Markets and economy Rather than worrying about day-to-day price movements, focus here instead. If you checked on the status of your investment portfolio today, don’t worry. You’re definitely not alone. In fact, you may have looked at how your various investment holdings…
Australia’s economic growth set to recover in 2025 By Tony Kaye, Senior Personal Finance Writer Markets and economy GDP growth is set to gain momentum despite sticky inflation and high interest rates. Vanguard expects Australia’s Gross Domestic Product will gradually recover and increase by 2.0% in 2025 after experiencing its slowest growth rate in 32…
Why the cash rate is being kept on hold By Tony Kaye, Senior Personal Finance Writer Markets and economy The RBA is unlikely to start easing interest rates until the second quarter of 2025. “The board needs to be confident that inflation is moving sustainably towards the target and we need to see more progress…
Our investment and economic outlook, October 2024 By Vanguard Markets and economy Our latest forecasts for investment returns and region-by-region economic outlook. The upturn in U.S. unemployment before the start of the Federal Reserve’s rate-cutting cycle likely reflects a normalised labour market, not one poised for rapid deterioration. The unemployment rate has risen from 3.4%…
Quarterly economic and market update September 2024 Global equities navigating a more complicated path in the September quarter but still ended at all-time highs. Download Full Update
The interest rate cuts happening behind the scenes By Tony Kaye, Senior Personal Finance Writer Markets and economy Interest rates are officially on hold, but unofficially they’re not. Don’t expect an official rate cut anytime soon. That was the message from the Reserve Bank of Australia (RBA) last week as it kept its policy cash…