Current Market Events

Market volatility and lessons learned

April 25, 2025

Learn how strong plan designs and professionally managed allocations have helped 401(k) participants remain resilient during periods of market volatility.

Joe Davis addresses tariffs, market volatility

April 07, 2025

In a series of brief videos, our global chief economist provides perspective for investors.

Not all market volatility is created equal

March 13, 2025

AI sparking excess optimism among investors

December 16, 2024

Vanguard’s Joe Davis says the overall U.S. stock market is more overvalued than at any point since early 2001.

Three sage reminders during volatile markets

November 04, 2024

Sage advice for investors during times of market volatility.

Here's what matters more than the Feds rate call

November 04, 2024

We expect interest rates to settle well above their pre-pandemic levels, and that makes a strong case for bonds.

Presidential elections matter—but not so much when it comes to investments

October 28, 2024

While presidential elections can of course be hugely consequential in terms of the direction of public policy, they should not dictate investment decisions.

Finding neutral: The path to an economy in balance

October 25, 2024

Expect to hear more about r-star, or the neutral rate of interest, as the Fed recalibrates its monetary policy.

Labor market pulse: Hiring cools as the fall begins

October 23, 2024

Large employers are hiring at the slowest pace since June 2020, indicating a cooling in the broader labor market.

Our investment and economic outlook, September 2024

October 03, 2024

We survey the global economy and highlight two history lessons for Chinese policymakers facing deflation risk.