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Market Outlooks
AAM Viewpoints – It’s All About the Income
This piece is approved to use with clients.
While one can be certain of very little in the “world” of fixed income investing, history shows us time and time again that total returns rely on “time in the market, not timing the market.” The closest thing to a universal truth for fixed income investors is that long-term returns are almost always dominated by coupon and income.
Market Outlooks
AAM Viewpoints: Valuation Brief - Size, Sector, and Style
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Since the 4th quarter sell off, equity markets have come back with a vengeance. The S&P 500 is up 13.11% year to date (as of 3/15/19), while the S&P 400 is up 14.39%, and S&P 600 is up 12.42%. With such a rally already on the books, I want to hone in on where we still see some value.
Market Outlooks
From Curve Inversion to Value Conclusion?
The hot topic of the week is the inversion of certain yield curve metrics as evidenced by the near hyperbolic increase in web searches for “recession” and “yield curve.” We have written about the curve’s inversion over the last 18 months and why the broad market interpretation may be a bit skewed today than it has in the past, with a few highlighted here.
Market Outlooks
The Federal Reserve: Give the People What They Want
The FOMC (Federal Open Market Committee) meeting was highly anticipated but only in the sense that many were looking for confirmation on the degree of dovishness that matched the market’s belief. It has shifted from not being restrictive to stepping toward more accommodative.
Market Outlooks
AAM Viewpoints: Checking All the Boxes
This piece is approved to use with clients.
The indefatigable bull market may be a pleasant surprise to some, but certainly a nagging disappointment to perennial bears. For the ardent bulls, its elasticity is without precedent and very rewarding for those with the conviction to stay the course through periods of heightened volatility.
Market Outlooks
AAM Viewpoints: Both Investors and Led Zeppelin Ask, “Hey, Hey What Can I Do?”
This piece is approved to use with clients.
During a meeting with a handful of financial representatives in early January, with the underlying context of a flat yield curve, the single most relevant question on their collective minds was, “What should fixed income investors do with regard to their current and future investments?”
Market Outlooks
What investors can expect as key decisions affecting markets await
In this Q&A, Roger Aliaga-Díaz, Vanguard chief economist, Americas, discusses the potential short- and long-term market impacts of specific policy debates that could play out in the weeks ahead.
Fixed Income Insights
Municipal Perspectives: Sometimes the Slow Lane is Faster
In Vanguard municipal perspectives for the second quarter of 2018, Chris Alwine, head of Vanguard Municipal Group, and Edward J. Saracino, senior product manager, explain why our portfolio managers are reducing risk in our municipal funds.
Behavioral Finance
Trust and Financial Advice
Vanguard researchers break down strategies advisors can use to build greater trust with their clients.
Investing Ideas
Vanguard's Principles for Investing Success
Vanguard's guidance for investors is centered on four core principles: Define clear goals, choose diversified portfolio holdings that balance risk and potential reward, minimize cost, and stay disciplined over the long term.
Investing Ideas
Trade Status: It's Complicated
Understanding the current—and potentially future—state of the global economy helps investors put market movements into context. To promote that understanding, researchers from Vanguard Investment Strategy Group examine the economic trends that affect the investing environment.
Investing Ideas
How Investors Select Advisors
The first installment in a Vanguard research series identifies five types of advised investors, based on their knowledge levels and interests, and suggests ways to satisfy each.