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22 December 2024

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Whitepapers: Vanguard Australia

1-33 out of 33 results.

Risk Speedometers: What are allocators buying and selling?

Vanguard's 'Risk Appetite Speedometers' gauge the level of risk taken by investors in open-end mutual funds and exchange-traded funds by analyzing cash flows into and out of asset categories. 

ETF quarterly report - December 2023

The Australian ETF market attracted $5.3 billion in net inflows in Q4. Australian investors flocked to bond ETFs in 2023 as rising interest rates made fixed income allocations more attractive.

Vanguard's submission to the Superannuation in retirement consultation

Vanguard Australia's contribution to the Federal Government’s Superannuation in retirement consultation shares its views on how the super system can best provide retirement confidence and security for Australians.

Quarterly ETF report September 2023

The Australian ETF industry continues to grow year on year despite global market and economic uncertainty, recording $153 billion in AUM as at the end of September 2023. The last 10 years has seen AUM increase almost 18-fold, growing from A$8.9 billion in September 2013.

How Australia Retires

Vanguard’s inaugural "How Australia Retires" study found that high retirement confidence is not necessarily dependent on age or income, but rather on having a plan.

Quarterly ETF report September 2022

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.

Economic and market outlook: Midyear 2022 update

This update highlights some of the major economic and market developments and changes Vanguard expects for the second half of calendar 2022.

The case for low-cost index fund investing

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.

Vanguard Investor Insights April 2022

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.

Vanguard economic and market outlook for 2022: Striking a better balance

Although the COVID-19 pandemic will remain a critical factor in 2022, the outlook for macroeconomic policy will likely be more crucial.

The role of bonds in a low-yield environment

This paper from Vanguard explores how bonds act as shock absorbers for portfolios when equity markets are under stress.

The power of perspective: 2021 Vanguard Index Chart

Staying the course isn’t always easy for investors, but looking at how markets perform over time places the current market in context.

Vanguard research explores Australian attitudes to investing

Research on Australian attitudes and approaches to investing, shows that while half think about their financial future and lifestyle almost daily, 70% don’t have a financial plan. The report explores Australians’ financial education, investments approach and future outlook.

Value versus growth stocks: The coming reversal of fortunes

In a reversal from the past ten years, Vanguard expects value to outperform growth over the next ten-year period by as much as 5% to 7% per year, and perhaps by even more over the next five years.

An enduring solution for low yields

Investor portfolios built on a dividend-focused strategy will need to be 100% allocated to equities and greatly elevate their portfolio risk, to meet most income needs in the current low yield environment.

Can active equity managers be cloned using factors?

The continued development of strategies to harvest factor returns in a low-cost manner has effectively raised the bar for many managers.

Stay the course: 2020 Vanguard Index Chart

While short-term market conditions tend to grab headlines, it’s the long-term story that really counts. As Vanguard's Index Chart shows, while markets fluctuate on a daily basis, asset values have steadily increased over the last 30 years.

Asset Allocation Report June quarter 2020

Following the sharp fall in markets at the start of the year, Q2 saw strong rallies across global equity markets as investors shed their bear skins for bull horns.

Vanguard economic and market outlook for 2020

Friction from the trade war, the Brexit saga and broader political uncertainty have translated to further muted expectations for global growth.

Vanguard’s roadmap to financial security

A framework for decision-making in retirement involves determining retirement goals, understanding the risks, assessing available financial resources, and developing a plan to achieve goals and mitigate risks.

Stay the course - 2019 Vanguard Index Chart

While you can’t control investment markets, there are things you can control when it comes to investing, such as focusing on the long term, diversifying your portfolio, and not paying more than you need to invest.

From assets to income: A goals-based approach to retirement

Developing and overseeing a retirement-spending strategy can be a complex undertaking. As both life expectancies and the number of retirees who will need to rely on their superannuation portfolios increase, so too will the challenges facing retirees.

Known unknowns: Uncertainty, volatility and the odds of recession

Even as the financial markets have rallied in early 2019, recession concerns have dominated investor discussions. We continue to believe that the US economy will avoid recession this year, consistent with our annual outlook, Vanguard Economic and Market Outlook for 2019: Down but Not Out.

How Australia Saves 2019

The Australian superannuation system is a vital component of the nation’s retirement income policy framework.

Vanguard ETF Quarterly Report

For Australian investors, the last quarter of 2018 undid most of the spectacular growth seen in Australian and international shares over the year

Asset Allocation Report June 2018

  • 12 September 2018

The June 2018 Vanguard Asset Allocation Report draws on a global reach and investment expertise to provide meaningful insights into what economic and market trends mean for your investment portfolios.

Truths about indexing

  • 2 August 2018

Indexed investments have grown substantially during the past several decades, leading to dramatic changes in the asset management industry and the way people invest, as well as to significant cost savings.

Vanguard’s guide to core-satellite investing

  • 18 April 2018

In essence, core-satellite is a commonsense investment approach which combines the benefits of index funds (lower cost, broader diversification, tax efficiency and lower volatility) with actively managed funds or other direct investments offering potential for outperformance.

Vanguard economic and market outlook for 2018

  • 19 December 2017

Consensus expectations have finally centered on a long-term outlook characterised by tepid growth and inflation, but there is risk that a cyclical rebound in economic fundamentals could cause a market repricing, ultimately mistaking ‘the trend for the cycle’.

A framework for active-passive allocations

  • 25 October 2017

How should an investor allocate across active and passive investments? It’s a challenging decision with many components. In the absence of a structured decision-making process, investors are left making arbitrary decisions based on implicit assumptions.

Retirement transitions in four countries

  • 31 August 2017

In this study, Vanguard sought to understand the way in which households transition into retirement by comparing the planning process for pre-retirees and recent retirees in four countries – the United States, Canada, the United Kingdom and Australia – all in various stages of a shift from defined benefit (DB) to defined contribution (DC) workplace retirement systems.

How Australia saves

  • 21 June 2017

This report is the product of a collaboration with Sunsuper, one of Australia’s largest multi-industry superannuation funds with over one million member accounts and $36.3 billion in member benefits under administration at 30 June 2016.

2017 economic and market outlook: Stabilisation, not stagnation

  • 15 December 2016

By late 2016, market sentiment had quickly shifted from an overly pessimistic outlook of cyclically weak stagnation toward an overly optimistic expectation of a growth acceleration. Both views are incorrect.

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