 | Welcome to this week's edition of Smart Investing.
A growing number of investors worldwide are turning to fixed income securities, especially government-issued bonds, to take advantage of higher interest rates.
Our lead article looks at the improved returns outlook for fixed income and explains the core diversification benefits of using bonds in investment portfolios.
In our second article we explore the impending "great wealth transfer" with trillions of dollars of assets set to be passed to the children of the Baby Boomer generation.
There may be tax considerations for many beneficiaries and, as well as seeking professional advice, having a valid will should be a key step in the inheritance planning process.
Lastly, after a decade of growth outperforming value, 2022 was a victory for value-oriented investors. But is the value rally over? Our third article examines the current environment and the outlook for growth and value stocks.
| | | | | A brighter outlook for bonds | | Bond investors shouldn't let the recent past derail their long-term investment strategy. | | Read article | | | | | | | Transferring wealth to the next generation | | Inheritance planning, particularly the future division of wealth and the intended treatment of assets, should be openly discussed at the family level. | | Read article | | | | | | | Growth versus value: With growth advancing again in 2023, is the value rally over? | | After a decade of growth outperforming value, 2022 was a victory for value-oriented investors. Yet with growth stocks producing double-digit returns in the first half of 2023, is the value rally over? | | Read article | | | | | | | 2023 Vanguard Index Chart: The real value of time | | Why the best chance of investment success is all about time, not timing. | | Read article | | | | | | | How regular investments turned $1,000 into $775,000 | | A simple ongoing investment strategy can deliver substantial returns over the long term. | | Read article | | | | Vanguard and its employees wish to acknowledge the Traditional Custodians of Country throughout Australia where we operate our business. We recognise their connection to the land, water and culture and wish to pay our respects to their Elders past, present and emerging.
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