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Hi Aris,
Welcome to this week's edition of Smart Investing. Our mid-year investment and economic outlook has just been released, outlining our latest region-by-region forecasts through to the end of 2025. Inflation levels have eased over the first half of the year, leading to interest rate cuts, and the recent de-escalation of trade tensions between the U.S. and China has provided a tailwind for investors. Read our full report to find out more.
Meanwhile, Vanguard's Chief Economist, Americas and Global Head of Portfolio Construction, Roger Aliaga-Díaz, and Vanguard's Senior International Economist, Kevin Khang, discuss three key themes worth emphasising as we reach the midpoint of 2025.
Lastly, the new financial year has just started and now is an opportune time to review your asset allocations. It's definitely worth checking whether your portfolio drifted off course over the 2024-25 financial year. | |
| | An improved outlook despite continued policy uncertainty. Read article | |
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| | Tariffs usher in and accelerate longer-term trends across the global economy. Read article | |
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| | By doing a few calculations you can easily see if your portfolio is still on track. Read article | |
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| Your end of financial year investments tax guide What the ATO is focusing on, and how to prepare for tax time. Learn more | |
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| Can share market investors predict the future? Volatility indexes are a barometer for where share markets may be heading. Learn more | |
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| How to automate investing if you’re a time-poor parent Two ways to automate investing with Vanguard Personal Investor. Learn more | |
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