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22 January 2025
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The Australian ETF market attracted $3.5 billion in new investments during the September quarter, while assets under management remained steady at around $121.5 billion. Inflation and central bank policy remained the focus for markets.
This update highlights some of the major economic and market developments and changes Vanguard expects for the second half of calendar 2022.
Index investing has become a global trend, with a large and growing investor base. This paper examines how indexing performs in a variety of circumstances, and provides investors with points to consider when evaluating different investment strategies.
The Investor Insights series provides unique snapshots into current investment trends and behaviours of Vanguard's investors to develop a deeper understanding of what’s driving investment choices and outcomes.
Although the COVID-19 pandemic will remain a critical factor in 2022, the outlook for macroeconomic policy will likely be more crucial.
This paper from Vanguard explores how bonds act as shock absorbers for portfolios when equity markets are under stress.
This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.
The outlook for equities in 2025 has been dominated by one question: will the US market's supremacy continue? Whichever side of the debate you sit on, you should challenge yourself by considering the alternative.
Negative gearing allows investors to deduct rental property expenses, including interest, from taxable income, but its tax concession status is debatable. The real issue lies in the favorable tax treatment of capital gains.
Trump's election has turbocharged US equities, but can that outperformance continue? Expensive valuations, rising bond yields, and a potential narrowing of EPS growth versus the rest of the world, are risks.
Untangling assets after a broken relationship can be daunting. But approaching the situation fully informed, in good health and with open communication can make the process more manageable and less costly.
Unlike their peers in the US and UK, policy makers in Australia haven't faced a bond market rebellion in recent times. This could change if current levels of issuance at the state and territory level continue.
Retirement village contracts often require significant upfront payments, with residents losing control over their money. While they may offer a '100% share in capital gain', it's important to look at the numbers before committing.